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Notes -
Iran war picks up again
The US said it launched a fresh wave of strikes on over 100 targets in Iran after Tehran struck a ship passing through the Strait of Hormuz, one month after the MOU to end the conflict.
Iran said it closed the waterway until further notice and warned of a severe response to US aggression. And within hours of the US strikes, Iran said they had hit a US base in Jordan, while the United Arab Emirates, Qatar, Kuwait and Bahrain intercepted missiles and drones from Iran.
And Israel keeps striking southern Lebanon, despite the MOU.
Setting aside the many rounds of
griftstalks, there's something to be said about great power adjacent warfare in 2026. Like Afghanistan and Ukraine, Iran is looking like this distinctive category of forever conflicts. Protracted, managed stalemates where neither side is willing to commit the resources and manpower towards a decisive victory, yet neither is prepared to accept political humiliation by surrendering. In Ukraine, Russia lacks the conventional strength for total conquest, while the West supplies enough aid to prevent collapse but not enough for a full on Ukrainian breakthrough.I actually bought the last round of 'talks'. Now I'm blackpilled, we might be lucky if we get out of this in less than 20 years.
Despite Iran’s pronouncements that the straits are closed, many ships are continuing to cross them. We know that during the last closure the US military escorted many ships through (while maintaining a blockade on Iran itself). Iran it turns out doesn’t have the capability to actually close the straits, just to threaten to do so. Increasingly hollow threats as sanctions, the blockade, war inflation, and US strikes erode their ability to project even a little force.
Now even according to the New York Times, Iranian officials are divided because the Supreme Leader remains absent. Iran is apparently deeply divided on whether to continue the war or not — far from the situation predicted by war critics that Trump’s strikes would simply ensure Iran was united around fighting America until the bitter end.
This isn’t forever war, this is just war. The Iran War has only for a few months, most of that under ceasefire — this is totally historically normal. The Ukrainian War has stalled out but 4 years is also not an exceptional length by the standards of war. The major forever wars of recent years were America’s misadventures in Iraq and Afghanistan, which were totally different models. Trump doesn’t have NGOs on the ground teaching Iranian clerics to embrace hashtag Black Girl Magic.
Iran won’t last that long. Inflation and sanctions are already crippling their economy and their ability to stay fed.
So.. the Straits of Hormuz are actually open and Iran is just talking shit? There is no threat to shipping, nobody is paying tolls, insurance rates are not being jacked up, oil prices are not being affected, a US military presence is not necessary because the Iranian military no longer exists, and this is all fake news, we can go home and declare victory and ignore anything Iran says about shipping?
That is fantastic news!
The straits are open, but at higher risk than they were before the war. Iran can hit ships, and occasionally does. I don't think anyone's paying tolls except those using the Iran route to pick up Iranian oil, and I'm not sure about them. Not sure about insurance; most of the non-Iran traffic seems to be Gulf-owned ships which are presumably locally insured, though the Greeks still seem to be in there too.
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