The messy crisis in the Strait of Hormuz has clarified how power works in the 21st century. It reminds us that the greatest long-term threat to the United States is not China’s military buildup or Russian aggression, but the gradual fragmentation of the alliance system that has underwritten its global leadership since World War II.

The chaotic conditions created by the U.S./Israeli war against Iran are now in an escalatory phase. The reverberations will be severe worldwide.

Initial American success against Iran has settled into protracted unpredictability. Things are not going exactly as planned for the United States, and significant unforeseen costs of war may emerge. Trump’s bluster cannot cover or eliminate the strategic pitfalls inherent in U.S. military operations.

The security foundation on which the GCC’s economic model was built has been seriously undermined. Unless these nations can forge a new, credible framework, it will be difficult to sustain the foreign investment and confidence that have fueled their growth.

The war against Iran is not going well for Israel, which is being bombarded daily, nor is it going well for the US, which has seen its military bases and strategic facilities in the region attacked and degraded by Iranian drones and missiles. Of course, Iran suffers most of all, but it has shown a remarkable capacity to fight a war of attrition, despite the dreadful daily onslaught from the skies. Its reconstituted leadership has shown not a hint of the “unconditional surrender” that Trump is demanding.

The fragile ceasefire in Gaza reflects accelerating recalibration in the Middle East, as U.S. military maneuvers are giving way to economic development promoted by the Arab states, China and the Global South.

Amid the broader context of its strategic retrenchment in the Middle East, Washington aims to preserve its influence without committing substantial resources, something that requires deft skills — something that Donald Trump lacks.

As evidenced by complicity in the Gaza genocide, the U.S.-Israel military symbiosis in the Middle East is increasingly shunned by the international community. What the region needs is aggressive economic development.

The stated intentions of France, the United Kingdom, Canada and Australia may add to Israel’s growing international isolation and could prompt a reassessment — though not a fundamental shift — in support for Israel by the United States.

China declined an opportunity to join Iran in its June 2025 confrontation with the United States and Israel. Though Beijing enjoys good relations with the Iranian regime, competing alignments and other considerations convinced PRC policymakers to adopt a low profile during the twelve-day war.