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Culture War Roundup for the week of August 3, 2026

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Donald Trump Won the Iran War

From an essay endorsed by Pete Hegseth on twitter:

The victor gets to define victory.

[...]

For Trump, a win is to squash Iran’s capacity to destabilize the region, creating space for regional collective security, reconstruction, and economic resilience, providing a long-term deterrent against a resurgent regime. From the Abraham Accords to the work of the Board of Peace, and major economic initiatives like IMEC and Tripp, the expectation is that the real measure of Iranian defeat is if these initiatives flourish. That’s the theory of victory.

Critics say that Iran is winning because they now control the Straits of Hormuz. In reality it appears that trade in the Gulf is returning to pre-war levels as it risks the Straits or bypasses them entirely:

Energy Resilience. Only a year ago, the Iranian regime could threaten to shut down up to a third or more of the world’s oil exports. Even today, while fighting in the Strait of Hormuz still lingers, that is no longer true. Regional exports are rebounding, by some estimates up to two-thirds of pre-war levels. The UAE, for example, is already exporting at 85% of pre-war levels.

Critics say that the Iran War has driven America's allies to shake off American leadership. In fact we see the opposite:

Reconstruction. Recently, the Board of Peace announced, over the objections of Iran, an unprecedented agreement to disarm Hamas, a precursor to the reconstruction of Gaza. The board also announced a pilot reconstruction project in Gaza to begin in November. Further, the U.S. is leading a trilateral framework with Israel and Lebanon and aggressively working to normalize relations with Syria.

America recently carried out strikes in Iraq, working with the Saudi military, to push out Iranian militias, and is now concluding multi-billion dollar business deals:

Economic integration. The U.S. and Iraq recently announced over $60 billion in future economic deals. Washington also trumpeted an additional multi-million dollar investment in TRIPP in Armenia.

[...]

Security Cooperation. The U.S. and Saudi Arabia recently took action against Iran-backed militias in Iraq. Saudi Arabia just announced the establishment of a multinational coalition to provide maritime security in the Red Sea. Israeli recently expanded defense cooperation with the UAE.


Meanwhile, how's America's blockade going?

Iran’s oil exports stall and Kharg Island idles under US blockade

No tankers have loaded at Kharg Island, Iran’s main oil export terminal, for at least a week, according to shipping and satellite data providers, suggesting the renewed US naval blockade has brought Tehran’s crude sales to a halt.

Washington reimposed a naval blockade on Iranian ports in mid-July after an interim deal to reopen the Strait of Hormuz collapsed. Kharg Island, which is critical to Iran’s oil industry, fell idle on July 31, according to ship tracking company Kpler and consultancy Energy Aspects.

It's possible that Iran has been unable to successfully sell it's oil for even longer:

United Against Nuclear Iran (Uani), a Washington-based lobbying group which tracks Iranian oil shipments, said it had not observed any tanker laden with Iranian crude successfully leaving the Gulf since July 12.

Iran is still able to make money from oil tankers that left the Gulf during the last ceasefire and are currently in Asia, but that crude will all be sold soon and Iran will start to be squeezed even more, unless they come to a deal with the US or somehow engineer a military miracle.

Iran is facing inflation of ~87.9%, which is to say, the average Iranian has lost almost half of their wealth compared to this point last year:

Iran’s point-to-point inflation rate reached 87.9% in July, while annual inflation surged to 66% and the spring unemployment rate rose to 9.1%. Meanwhile, escalating medical expenses have forced an increasing number of patients to seek care at under-resourced public health centers.

According to the latest report by the Statistical Center of Iran, Iranian households spent an average of 87.9% more on an identical basket of goods and services compared to the same month last year. The agency also reported an annual inflation rate of 66%, up from 62% in June. Worldnews analysis


How's Iran's Nuclear Program doing? The New York Times put out this report today concluding that Iran's program is "slowed but not stopped":

[https://www.nytimes.com/2026/08/07/world/middleeast/iran-nuclear-program.html](Trump Vowed to Thwart Iran’s Nuclear Program. Here’s Where That Stands.)

However, under the headline, here's where things stand:

Because Iran has barred U.N. inspections of its most sensitive nuclear sites — a key part of any eventual peace deal — the precise fate of its highly enriched nuclear fuel is unknown. And despite strikes on three key nuclear sites in 2025 and 2026, Tehran appears to have retained a stockpile of enough near weapons-grade fuel to quickly develop as many as 10 nuclear bombs, according to U.N. inspectors.

Iran has enough nuclear material to manufacture 10 nuclear bombs? Wow, what are they going to do with it?

The Isfahan complex was heavily damaged during U.S. and Israeli airstrikes against Iran in June 2025. Currently, two facilities to convert or enrich uranium remain significantly damaged, but the stockpile likely remains there, according to the Iran Nuclear Monitor, which runs an ongoing assessment of the country’s nuclear capabilities.

American intelligence agencies have determined that Iran could get to the stockpile, through a very narrow access point, although it is under constant U.S. surveillance.

America destroyed Iran's capability to "convert or enrich" that uranium, and then locked the uranium that remains deep under collapsed tunnels that can be bombed again as soon as Iran tries to retrieve it.

Iran long considered its deeply buried nuclear enrichment plant at Fordo its best-protected and most advanced site. It was badly damaged, and potentially rendered inoperable, by 12 massive bombs in the June 2025 attacks, according to U.S. intelligence assessments last year.

The sites that were bombed last year appear to remain inoperable, which is to say that, after America bombed them, they have not been used.

(The New York Times then concludes that this is both a significant setback and also doesn't actually matter at all. Well, that's what I heard three months ago. I'm sure that three months from now, people will still be saying that Iran can build a nuke anytime it wants to, it just doesn't want to.)


So here's where we're at now:

  • Iran is suffering an acute economic crisis and is further away from acquiring nukes than it was before the war
  • Iran's leverage over the Strait of Hormuz is shrinking
  • Iran's military strength is waning
  • Trade in the Gulf and across the global economy is continuing almost uninterrupted
  • America's leverage in the Middle East is growing, not shrinking

Trump, Iran, and Oman are apparently on the cusp of announcing another deal to reopen the Strait. But it increasingly doesn't matter: Iran needs to make a deal because their economic crisis is so acute, while America and the rest of the Gulf can shrug it all off as increasingly a minor inconvenience.

Trump won. Trump was right from the beginning. The Iran war is below-the-fold news now.

Iran will never toll the strait, Iran will never bring the global economy to its knees, Iran will never have nuclear weapons. Iran cannot defeat America militarily or overcome the blockade. The Iranian regime will eventually fall, or make significant concessions, or surrender, or continue to limp along losing strength and relevance -- it doesn't matter which. Either way, Iran loses, America wins, the writing is on the wall.

Trump won. Iran lost.

  1. The UAE paid Iran $10-20bil to stop its attacks, according to Reuters, which probably accounts for their 85% return to oil shipping prior to the signing of the MOU, if that figure is accurate. As this is very embarrassing to everyone but Iran, I doubt we will be hearing much about it. Just this week, Iran struck three UAE oil vessels, and UAE (along with Qatar and KSA) petitioned Trump to stay his attack on Iran because they can’t afford the blowback on their infrastructure. This reads to me like Iran retains a robust ability to influence the region. If Trump flees from the war, then Iran will have more regional influence than it started with, as Iran would have proof that they can sustain attacks from a hawkish American military (imagine if it’s a Dem!) and continue pressuring the region for their own purposes.

  2. Iran is only 9mo away from nukes, per a May Reuters report, whereas before the war they were six months away from nukes. This doesn’t seem like a big deal. I imagine the killing of Khamenei and his family will persuade the Iranians that a nuke is more desirable, and they now have information about what American buster bunkers are actually able to accomplish. It’s quite possible that Iran is now closer to a nuke than ever before, given the aforementioned, because the limiting factor on a nuke was the fatwah of the ayatollah whose family was killed during negotiations by Israel. Oops.

  3. Are the other points you mention serious? You don’t mention the Houthis closing Bab al-Mandab Strait, but you mention random strikes on Shia militants in Iraq. But those strikes didn’t actually succeed in “pushing out” Iranian-backed forces, right? Isn’t the fact that there are still Iranian militias in Iraq embarrassing to us? And Iran’s economy is hurting, but we’re not at war with the Iranian people, so this doesn’t really matter. Their leverage over the strait remains. Trade is interrupted and tankers are being struck. Trump causing America to lose the Iran war — succeeding in none of the original mission objectives while cementing Iran’s influence over the strait — will certainly have repurcussions for Republicans in elections. Americans are worse off, in every way, and the legacy of the children we killed may inspire attacks on us decades hence, making us all less safe. Our international reputation is worse off, we have less money, our soldiers were wounded and killed, and we may lose Arab partners in the future.

The UAE paid Iran $10-20bil to stop its attacks

  1. This story does not allege that UAE paid Iran, but that it released (was going to release) Iranian money that had been seized during the war
  2. The government of UAE categorically denied that this even happened
  3. The original America-Iran MOU would have effectuated the same release as part of any peace deal
  4. That has not actually happened because the MOU has fallen through
  5. There is no further reporting that the UAE has subsequently paid billions of dollars to Iran

So this idea that UAE is paying massive bribes to escape Iranian attacks is flatly not true, or at least not verified in anything you have shown here.

Iran is only 9mo away from nukes, per a May Reuters report,

The argument here is that Iran can still produce a nuclear weapon because the unfinished nuclear material is sitting buried underneath the rubble American bombs entombed it in.

This is a silly precis. If the Iranians dig up those tunnels, we can bomb them again. They are at our mercy. "He might have broken my arm, but he didn't really hurt me at all because bones heal."

the Houthis closing Bab al-Mandab Strait

Traffic is still passing Bab al-Mandab, although at reduced levels because of the threats. We will see what the US does.

but you mention random strikes on Shia militants in Iraq

"random strikes"

The Iraqi government is disarming Iranian-backed militias in its territory in concert with Saudi and American forces. What is "random" about that? Do I need to explain why this implies that Iran's influence is shrinking, not growing?

And Iran’s economy is hurting, but we’re not at war with the Iranian people, so this doesn’t really matter.

Your position is that Iran's ability to wage war doesn't depend on its economy?

What are we even doing here?

The article says that we don’t know whether the 10-20bil were frozen assets: “Reuters could not establish whether the funds earmarked for the transfers belong to the UAE or originate in long-blocked Iranian accounts in the ⁠UAE banking system”. Actually, there’s no confirmation afaik that the UAE ever froze Iranian assets during the war. There are some articles claiming they were exploring this, but they never actually announced or confirmed that they had done this. You would expect that there would be some journalistic confirmation floating around if UAE actually froze 10-20bil in Iranian assets. This is probably why Reuters mentions “long-blocked Iranian accounts”, because the funds could be coming from accounts blocked years ago (assets were frozen in 2010, 2018, 2019), whereas recent blocks would not be called long-blocked (not by Reuters).

Reuters is a serious organization; the UAE is an absolute monarchy trying not to have their industry destroyed or lose their American partner. If there are four sources telling Reuters about this, I would trust them. I wouldn’t trust what UAE says, because they have every reason to lie about this.

So this idea that UAE is paying massive bribes to escape Iranian attacks is flatly not true, or at least not verified

It’s more verified than it is unverified, if you trust Reuters more than an absolute monarch in a precarious geopolitical situation.

The argument here is that Iran can still produce a nuclear weapon because the unfinished nuclear material is sitting buried underneath the rubble American bombs entombed it in. This is a silly precis.

I’m not the expert on their missile cities so I’m deferring to the Intel guys on this. How would we know? It would require a pretty serious understanding of how their tunnels work. I would assume that they could tunnel underground to the tunnel, to take the uranium, which would be out of our sight. But of course it’s definitely more complicated than that.

The Iraqi government is disarming Iranian-backed militias in its territory in concert with Saudi and American forces. What is "random" about that?

Because the disarmament push is the follow-up of a 2024 decision, it has a September 30th deadline and there are a number of articles speculating that the Iraqi government will not succeed in disarming the major Iran-backed groups. It’s possible that we get a situation where America leaves Iraq entirely and the Iran-backed groups stay.