Comment by YZF
2 hours ago
The Iran/Iraq war is why I made the edit about US vs. Iraq. Just because Iran and Iraq fought for years does not mean Iran or Iraq are able to fight a super power. They can not.
Iran does not think they are dealing with a madman. I don't believe for a second that they think that if all the demands made of them are met someone will harm them just for the fun of it. The maximalists demands. The problem is those maximalists demands run against everything this regime stands for. Not that those demands are bad for the Iranian people, they're actually good. What is true (and it's not a question of madman theory) is that the US and Israel will absolutely take some concessions and be willing to delay dealing with the rest of the problems. That is not irrational. That is 100% rational. And ofcourse the Iranians knows this as well. What the US and Israel want is a stop to the proxy wars, a stop to long range missiles, a stop to the nuclear program and a stop to "exporting the revolution". No workarounds or funny business.
I think the regime is very weak. Conditions in Iran are worse and a population that already wanted them gone now wants them even more gone. Their boisterous rhetoric is a sign of weakness that westerners misinterpret. The more they sound threatening and winning the more they are losing.
> I think the regime is very weak.
The "enemy of my enemy" concept suggests that even if the people hate their government, their immediate pain is being caused by the United States and Israel, so I'm less confident about that.
> Iran does not think they are dealing with a madman.
Iran does think they are dealing with a mad man, or at least a government practicing a policy (as the US administration's apologists have termed it) "intentional volatility".
A far more interesting issue here is the oil supplies available in the Pacific. Brunei, Malaysia, Vietnam, Indonesia, Australia, and others are all ramping up production capacity. Non-OPEC oil production is increasing generally in response. This is likely to undermine the Middle East's ability recovery from current constraints as non-OPEC players gain clout in the markets.
Right now people are talking about China and California have limited supplies. But those are enormous, powerful entities that are deploying multi-pronged strategies to secure energy resources. Look at what they're doing and bet there. You also see developing countries retooling to support less oil-intensive economies, like increasing work-from-home options. Solar and wind are currently feeling weak without their subsidies but are exhibiting staying power as people look to move off more petroleum-dependent energy resources.
As for the tactical issue, the concept people seem to be trying to get at is "cost-per-kill". That needs to come down. Yes, we can kill drones with supersonic interceptors. But spending $6M to shoot down a $6K drone has terrible long-term economics.
> Iran does think they are dealing with a mad man, or at least a government practicing a policy (as the US administration's apologists have termed it) "intentional volatility".
We're going to agree to disagree. I know this is what "people" are saying about the US. But it's not what Iran thinks and it's not what the US is actually doing. This is what Iran wants you to think, as it weakens the US, and what it's going to say. Are you saying that the US will go to war with Iran if all the demands I listed were fully and transparently met? A by the way there is that Europe and Canada (e.g.) also don't think the US administration is "mad". Everyone is playing their little geopolitical and local political games.
I also doubt Iranians think their immediate pains are caused by the US and Israel. Some might but most don't.
I agree with you the energy crisis aspect is overblown (I think that's what you're saying). Supply increases in other places and alternative power sources can displace some usage- certainly over time. The other thing that's going to happen are more strait bypassing pipelines.
EDIT: So the problem isn't mad people or rationality. The problem now, as before, is simply that the Iranian regime is religiously and ideologically unable to give in. Giving in will likely result in their fall even if they were able to give in. This is what's driving the main dynamics here. It's not Iranian negotiation tactics or the US supposed not negotiating in good faith or being "mad". The "mad man" are those that believe that Iran is interested in giving in on its exporting the revolution and the destruction of Israel.
> But it's not what Iran thinks and it's not what the US is actually doing.
I think you need to provide some evidence for your claim. The US had a deal with Iran. A madman ripped up that deal, started a war with a decapitation strike, and is now attempting to negotiate a deal we already had before we spent billions of dollars killing school kids. The “People” you dismiss includes scholars, strategists, experts on international relations.
You could possibly explain trumps behavior as rational if you believe he is trying to avoid getting arrested for pedophilia, but that doesn’t build trust. In any case, the issue of competence comes up. Even if you could trust the person who renamed the Defense department to the War department, that person simply isn’t competent.
1 reply →
> Iran does not think they are dealing with a madman.
No one knows but the Iranian leadership. The Iranian leadership has been famously bad at modeling the intentions and motivations of other nations leaderships. A bolt of the blue decapitation strike, followed by the US having plan if Iran closes the straits which is the obvious response by Iran, does at face value appear to be the work of a madman. Now in the US we might conclude that Trump and Hegseth are just wildly incompetent and unprepared, but it seems likely to me that Iranian leadership see irrationality instead of incompetence.
We're well within the realm of speculation but: The Iranian leadership has prepared for decapitation attacks which is partly why they weren't as effective. Their so called "Mosaic Defense" was built for that. They have seen what Israel dealt to Hezbollah. So they must have known this would be an option. There was also no question that at some point force was going to get used, at least by Israel. Israel accounted for about half of the firepower (and really 100% of the firepower on Tehran pretty much) and for the entirety of the decapitations strikes. Israel said on multiple occasions it will attack Iran if Iran didn't stop pursuing its nuclear program. With Hezbollah weakened that threat/lever was less effective. Israel was very worried about Hezbollah's retaliation. Israel had already decimimated Iranian anti-aircraft defenses. So all of this is expected, rational, and what Iran accounted for. I agree the degree of US participation was a surprise but not a zero probability event, certainly after their participation in the last round, and their massive military buildup.
Likewise the closing of the strait was no surprise. These sort of scenarios are planned for and there is zero doubt the closing of the strait was a scenario considered by the US and Israel military planners.
Not a ton we can say other than that. Maybe the US and Israel thought the blow would be so hard the regime would crumble. Maybe they thought Iran wouldn't dare. Maybe they thought that if Iran closed the strait they'd be able to reopen it by force. Indeed this could be where over-confidence, or incompetence, or inexperience, comes in on the US side. It's also that one can never fully predict how things would develop. There could have been over-optimism and under-estimation of the Iranians ability to withstand the air campaign or to effectively close the strait.
All that said, both sides are rationally pursuing their interests. Iran's regime wants to survive and it wants to keep building missiles and nuclear weapons and expand it's religious and political influence. The US and Israel want to put a stop to this before Iran has an arsenal of nuclear weapons mounted on long range ballistic missiles. Both sides will do their best to not tell you what they think or what their plans are (and the Iranians are definitely much better at this than the current US admin).