Trump’s “all over the place” press conference at his Miami resort on Monday appears to have had two key objectives: a) Calm the markets by signalling the conflict may soon be over because it has been so "successful,” and b) Prepare the ground for Trump ending the war through a unilateral declaration of victory.
Though ending a war that never should have been started in the first place — rather than fighting it endlessly in the pursuit of an illusory victory as the U.S. did in Afghanistan — is the right move, it won’t be as easy as Trump appears to think.
Tehran also has a vote — and there is little to suggest that it will agree that the war is over.
Tehran objects to what it would consider a premature ceasefire out of fear that it would only give the U.S. and Israel time to regroup, rearm, and then re-attack Iran. For the conflict to be ripe for a ceasefire, Tehran believes that enough cost must have been inflicted on the U.S., regional states, Israel, and on the global economy that all states conclude that starting the war was a mistake — and as a result, no state will seek to restart it.
Moreover, if the war ends now, Iran will be in a worse situation than it was before the start of the war. Much of its infrastructure has been destroyed, its missile capabilities have taken hits, its ability to export oil has been damaged, and most crucially, its prospects for sanctions relief have been obliterated. Indeed, who will and can help rebuild Iran under these circumstances?
This would leave Iran not only in a weakened position but also in a continuously weakening state. Which, in turn, would make another war of aggression by the U.S. and Israel more, not less, likely, since it is Iran’s perceived weakness that prompted Trump and Israel to see an opportunity for war.
As such, it appears likely that Iran will continue to target Israel, even if the U.S. declares victory and withdraws its military. Even GCC states may continue to be targeted. And Tehran will very likely try to keep the Straits of Hormuz shut. (At least for now, there are no signs that Tehran has lost its ability to do these things).
This will create a dilemma for Trump. It will be difficult for him to stay out while Iran and Israel continue to go at each other. But if he reenters the war, the hollowness of his declared victory will have been revealed. Markets will react negatively, and all the costs Trump is currently trying to avoid will likely intensify dramatically.
Iran, of course, does not want, nor can it afford, an endless war. But it will likely demand some significant steps in order to accept a ceasefire. This may include a commitment from Trump not to restart the war (though I don’t understand the value of such a commitment). But more importantly, it will likely require sanctions relief and release of its frozen funds abroad.
Trump will, of course, bark, but if the outcome is continued war, that will put a lot of pressure on him. Here, the role of some GCC states may prove crucial due to their willingness and ability to find an arrangement that could leave both Trump and Iran feeling that they “won.”
Whether Israel will allow that to happen, of course, is a different matter.
- Colby: Israel is fighting a different war in Iran ›
- The cost of Trump's Iran war: $5 billion and counting ›
