Trump appears poised to restart the Iran war
Tehran believes fresh attacks will come over next two
days. Feeling emboldened, leaders there are ready with new targets for
retaliation.
May 18, 2026
https://responsiblestatecraft.org/iran-trump-restart-war/?mc_cid=48ba3b9970&mc_eid=944feb3e1c
The Middle East is once again teetering on the brink as Trump
appears poised to reignite war with Iran. Press reports indicate he will convene military advisers on
Tuesday, though my understanding is that both the meeting and the decision are
likely to come sooner. Over the past several hours, Trump has flooded Truth
Social with a barrage of incendiary threats. While some of this may be theatrical brinkmanship
designed to force Tehran into submission, sources in the Iranian capital tell
me they expect the United States to resume hostilities within the next 48
hours.
We should first recognize that restarting the war
amounts to an admission that Trump’s previous escalatory gambit — the blockade
of the blockade — has failed. That, in turn, was itself an admission that the
war had failed. Which was an admission that the threats of war in January had
failed. As I have argued before on my
Substack, this
relentless search for an escalatory silver bullet capable of bringing Iran to
its knees is not unique to Trump; it has become a defining pathology of
American Iran policy for decades.
Although negotiators have made meaningful progress on
several fronts, talks have thus far failed to produce an agreement, largely
because of irreconcilable differences over Tehran’s highly enriched uranium
stockpile. And as Washington has come to realize that the blockade is
backfiring, a new and dangerous dynamic has emerged: both sides now believe
another round of fighting will strengthen their hand in the negotiations that
follow.
As I argued in numerous interviews in January, Trump
dramatically underestimated Iran’s strength, while hard-liners in Tehran
believed war would strengthen Iran’s leverage by exposing the illusion of
Iranian weakness. In their view, the outcome of the conflict vindicated that
assessment, leaving them increasingly confident — even emboldened — about what
a second round of war could yield. I am told the new Supreme Leader belongs to
this camp.
Moreover, just as Tehran believes Trump intends to
prosecute the next war with far greater ferocity, Iranian planners are
preparing a far more expansive and punishing retaliatory campaign, complete
with new strategic objectives and targets.
First, Iranian officials increasingly describe the
next war as an opportunity to inflict maximum strategic damage on the United
Arab Emirates, citing Abu Dhabi’s active role in the previous conflict, its
deepening and increasingly overt partnership with Israel, and its role in urging Trump to resume hostilities.
Tehran is likely to target American data centers in
the UAE, a move that serves multiple purposes. Iranian officials argue that
these American technology firms have already become participants in the
conflict through their support for the Pentagon. At the same time, Tehran sees
an opportunity to cripple the UAE’s ambitions to become a global artificial
intelligence hub — and, in doing so, potentially undermine Washington’s AI
competition with China.
This points to a second defining feature of Iran’s
strategy in a future war. Tehran believes Trump and his family hold financial
stakes in many of these same technology ventures. Targeting Trump’s personal
business interests is a lever Iran conspicuously avoided pulling during the
first conflict but now appears increasingly willing to use. The logic is
straightforward: Trump may tolerate damage to American strategic interests, but
he is acutely sensitive to threats against his own financial empire. Raise the
personal cost to Trump himself, the reasoning goes, and he may prove more
willing to adopt a realistic negotiating position.
Third, Tehran is likely to show far less restraint if
evidence emerges that other Gulf Cooperation Council states permit the United
States or Israel to use their territory or airspace in a renewed conflict. The
result would be broader and far more perilous horizontal escalation, with
potentially catastrophic consequences for the global economy should critical
energy infrastructure come under attack.
Fourth, the Red Sea is now in play. That would
dramatically widen the geographic scope of the conflict while placing even
greater upward pressure on already volatile oil prices.
Finally, Tehran is increasingly examining the
possibility of severing the major submarine fiber-optic cable networks running
beneath the Persian Gulf — arteries through which most GCC internet traffic
flows, including billions of dollars in financial transactions. Iranian
officials increasingly view this as a potential second Strait of Hormuz: a powerful new point of leverage capable of
disrupting the global economy at enormous scale.
Renewed war is not inevitable. But when both sides
convince themselves that another round of fighting will strengthen their
negotiating position, the gravitational pull toward conflict becomes
dangerously strong — however irrational the logic may ultimately be.
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