The U.S. and Iran have
resumed fighting, nullifying the previously signed ceasefire agreement.
Ironically, Trump had promised $300 billion in reconstruction aid to Iran to
secure the ceasefire, yet the agreement was almost identical to Obama’s earlier
deal. In reality, Iran could never smoothly obtain such compensation, since all
payments would be U.S.-controlled, even requiring Iran to cede part of its
sovereignty. For example, future oil must be extracted by American companies
and priced in dollars—something China, Iran’s main backer, would never accept.
Iran’s economy is entirely dependent on China, with most oil exports going
there. In short, Iran’s current government survives thanks to China, enduring
multiple U.S.-Israeli military strikes without collapsing, even forcing
Washington to make concessions for a ceasefire.
The Russia-Ukraine war
ties down NATO in Europe, while the Iran conflict bogs down the U.S. With these
two strategic levers, the West has no capacity to launch trade wars or other
major offensives against China. Trump, after a lucky strike in Venezuela, tried
to replicate a decapitation operation in Iran, but was dragged into a Gulf war
by Israel. Whether America can control the Strait of Hormuz or resolve the Iran
issue is doubtful—the conclusion is that it cannot. To truly defeat Iran would
require ground troops and full occupation, something the current U.S.
administration cannot commit to. Controlling Hormuz demands massive military
investment, costly and time-consuming. By contrast, Iran can cheaply disrupt
oil tankers with drones, missiles, or mines, and the U.S. cannot fully prevent
it.
American strikes on
Iranian military targets have had little effect. Tens of thousands of sites
were hit at the start, many officials killed, yet the government remains intact
and local militias unaffected. Trump even declared there were no valuable targets
left, claiming Iran’s navy and air force destroyed. Yet Iran still attacks U.S.
allies, damaging military, energy, and civilian infrastructure, inflicting
casualties. With Iran’s vast territory, large population, and strong military,
only ground operations could clear resistance—yet that would trigger a long
war, trapping the U.S. as in Iraq and Afghanistan. Iran knows America’s
weakness: it cannot commit to a full-scale ground war, and airstrikes alone
cannot topple the regime.
By threatening Hormuz
and sparking an energy crisis, Iran forces U.S. concessions. Tehran’s bottom
line for ceasefire is simple: regime survival and war compensation. Domestic
unrest has been suppressed, removing Washington’s pretext for strikes, and the
nuclear issue remains unresolved. Iran’s strategy—guided by China—is asymmetric
warfare: “You bomb my country, I hit your vital points; you strike my nuclear
sites, I strike Hormuz; you hit my military, I hit your allies.” This is
essentially Maoist military philosophy: “You fight your war, I fight mine.”
Trump is now on the
defensive. His decapitation strikes fragmented Iran’s leadership, leaving no
central figure to negotiate with. Protecting Hormuz is essential, but coalition
action takes time, and current U.S. operations are mostly posturing. His attempt
to replicate Venezuela failed, and withdrawal from the Middle East is now
difficult. As a result, his midterm election prospects are precarious. His
recent rhetoric against communist regimes only highlights that his rash attack
on Iran was a strategic blunder, playing into his rivals’ hands.

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