Iran fired barrages of missiles at Israel for the first time in two months on June 7. The initial trigger was an Israeli strike against a Hezbollah target in the Lebanese capital of Beirut earlier that day, an attack that Donald Trump had only recently asked the Israeli prime minister, Benjamin Netanyahu, to avoid carrying out.
Israel’s military soon launched retaliatory strikes on targets in western and central Iran, again defying calls by Trump for restraint. Iran subsequently launched fresh strikes of its own, before the Iranian military announced it was bringing its attacks to an end. In a statement, Iran warned it would carry out a “more severe” response if Israel’s attacks on Lebanon continue.
What caught my attention about this round of fighting is the geopolitical context in which it has occurred. Iran is trying to establish a new regional order, based on new rules. And it might just pull it off.
The first notable feature of this order is that Iran dictates to Israel and the US what they may and may not do. Iran started this latest round of fighting not because of an attack on Iranian territory, but as an attempt to dictate Israeli military actions in Lebanon.
Six months ago, Israel could do as it pleased in Lebanon without Iranian intervention. Now, thanks to Trump and Netanyahu’s war, Tehran feels empowered enough to try and place limits on Israeli action on Israel’s own borders.
We have seen, somewhat more obliquely, the same principle apply in the Strait of Hormuz over the past month or so. Iran established a chokehold over the vital waterway shortly after the start of the war in late February. And it has no intention of letting its control go.
This, too, is part of Iran’s new regional order. It is telling its opponents: do as we say or we tighten our stranglehold on the global economy. For now at least, US actions show that Washington would rather accept the continued existence of this reality than fight to change it.
A second aspect of the new regional order is Iran’s expanding ways of inflicting pain on its enemies in order to force acceptance of this new world. Iran has established that it can rain missiles on Israel, strike infrastructure across the Gulf states, kill American soldiers and choke the global economy of oil, all without facing a realistic attempt at regime change.
Iran also still has many cards in its pocket. These range from expanding the scope of energy and desalination targets it hits across the Gulf to activating the Houthis to block energy traffic in the Red Sea. The Houthis have announced a ban on Israeli shipping in the Red Sea following the latest escalation.
The US has threatened many times now to attack Iranian civilian infrastructure, invade its Kharg island export terminal or to escort ships through Hormuz. However, it has backed down from all of them out of fear of the consequences.
Strained US-Israeli ties
The third feature of the new regional order is that Israel and the US no longer march in lockstep. Trump responded to Iran’s attack on Israel by emphasising that his priority was to stop Israel from retaliating. “I am going to call Bibi right now and tell him not to retaliate,” he said following the initial Iranian strikes.
Netanyahu has managed to manoeuvre Israel into a position in which a Republican president is telling him not to respond to incoming Iranian missile barrages targeting Israeli civilians. This situation would scarcely have been believable six months ago.
Separating Israel from the US is a longstanding dream of Tehran. So far at least, there is no hint that Trump is threatening to withhold missile interceptor defences from Israel over the resumption in hostilities. But even while keeping American defensive aid, it would be very difficult for Israel to sustain further conflict with Iran.
Hunting missiles launchers would alone prove a challenge, because Israeli air power would be stretched much more thinly without American assistance in hitting targets. If the northern front against Hezbollah remains active as well, the Israeli military’s resources will be even more strained.
And for how long is the US going to accept running down its missile interceptor stocks in order to defend Israel from a bout of warfare that its famously mercurial president told the country not to start? In the short term, perhaps for a while. But over the longer term, it is not sustainable for the US to dedicate a substantial portion of its missile defences to protecting Israel.
The fourth and final feature of the new regional order is that peace seems impossible to imagine. Netanyahu cannot accept an Iranian veto over Israel’s actions in Lebanon, nor absorb the implications for Israeli deterrence if he lets attacks from Iran go unanswered.
Trump cannot get his peace deal with Iran while Israel is bombing Lebanon. And Iran has the incentive to keep pushing for more, inflicting more costs on its opponents, because in the new regional order it can do so without many consequences.
This is the result of a disastrous war of choice which will go down as one of the most ill-conceived in American history.
