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Analysis

How Militia Groups Capture States and Ruin Countries: The Case of Sudan’s Rapid Support Forces

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Sudan’s descent into chaos, orchestrated by the Rapid Support Forces (RSF), reveals the terrifying blueprint of how militias can infiltrate state institutions and wreak havoc on societies. Originally established in 2013 by dictator Omar al-Bashir as a private protection detail, the RSF has morphed into a predatory force vying for control of Sudan, leaving a trail of destruction in its wake.

In April 2023, Sudan plunged into war as the military attempted to suppress the RSF. This conflict has ravaged the nation, including the capital Khartoum. By June 2024, the carnage had claimed at least 15,500 lives, displaced over 6 million people, and pushed more than 25 million into acute hunger, according to the United Nations.

The RSF’s rise to power mirrors the strategies of other militia groups that infiltrate and co-opt state institutions. This approach is multifaceted, encompassing military, economic, and political dimensions. These groups exploit conflict to expand their influence, armories, and ranks, generating revenue through illicit businesses and forging alliances with foreign states and international smuggling networks. They secure political support by providing jobs and patronage, seeking to embed themselves within institutional roles.

As a political scientist specializing in conflict studies and irregular warfare, I have dedicated over a decade to researching insurgents, paramilitaries, militias, and other armed groups. My recent work delves into the phenomenon of “state capture” – the covert and gradual infiltration of state institutions to influence policy. In addition to examining Hezbollah in Lebanon and Shia militias in Iraq, I scrutinized the RSF in Sudan. Through interviews with academics, political analysts, government officials, and individuals affiliated with armed groups, I uncovered a consistent pattern: militias initially pursue their objectives without openly antagonizing the state, presenting themselves as pro-government while signaling the devastating consequences of any attempt to neutralize them.

Over time, these strategies enable armed groups to gain political influence and formal institutional roles, allowing them to shape public policies to their advantage. When militias achieve state capture, they undermine governmental effectiveness, contributing to institutional breakdown and state failure. In Sudan, the RSF now controls vast swathes of territory, although it hasn’t yet secured total control of the country.

The RSF’s roots trace back to the Janjaweed militias, notorious for their role in al-Bashir’s genocidal campaign in Darfur. In 2013, al-Bashir restructured the Janjaweed into the RSF to counterbalance the army and prevent coups, appointing Mohamed Hamdan Dagalo, known as Hemedti, a former highway robber turned Janjaweed commander, as its leader.

Al-Bashir’s backing allowed Hemedti to deploy thousands of fighters across Sudan to secure strategic locations, including the capital, borderlands, and economic hubs like gold mines. Capitalizing on this positioning, the RSF expanded its involvement in gold mining, smuggling, and trading, even generating income by supplying mercenaries for conflicts in Yemen and Libya. Al-Bashir’s regime tacitly endorsed these activities, likely seeing them as a cost-effective way to maintain the RSF.

Initially collaborating closely with Sudan’s army, the RSF did not oppose the military’s decision to oust al-Bashir in 2019 amidst anti-regime protests. During the political transition, Hemedti became vice-chair of the Sovereign Council, tasked with guiding Sudan towards democratic elections. This institutional role shocked many within Sudanese civil society, though some argued that dismantling the RSF would spark conflict. Both the army and the RSF had established secretive business networks generating billions, sharing a short-term interest in protecting their power and assets from civilian interference. This alignment facilitated the October 2021 military coup, abruptly halting Sudan’s democratization process.

Under the new regime, the RSF grew more powerful, profiting from gold mining, smuggling, and business deals with the, Russia’s Wagner Group, and Libyan warlord Khalifa Haftar. Bolstering their arsenal and expanding their ranks, the RSF positioned themselves as champions of ordinary Arabs from Sudan’s rural provinces and borderlands.

The Sudanese Armed Forces, alarmed by the RSF’s growing power, attempted to integrate the militia into the military command. However, by the time the military launched its offensive in April 2023, the RSF had fielded 100,000 fighters equipped for urban warfare. They quickly inflicted heavy losses on the military, seizing control of most of Khartoum, as well as Gezira, Darfur, and Kordofan, fracturing the Sudanese state and society.

In areas under their control, the RSF has committed crimes against humanity, including ethnic cleansing, massacres, rape, torture, and widespread looting. The Sudanese army, which controls Port Sudan, has blocked humanitarian aid to RSF territories, exacerbating an impending famine.

The prospects for a peaceful resolution in Sudan appear bleak. Even a temporary ceasefire to facilitate humanitarian aid seems improbable, given the divided United Nations Security Council and the lack of a viable plan from the African Union. Western powers have squandered their political capital in Sudan, failing to support the 2019-2021 democratic transition or reverse the 2021 coup.

Russia bear significant responsibility for the current situation, their support for opposing sides deepening divisions and thwarting peace efforts.

Local neighborhood committees, once pivotal in grassroots democratization, have been marginalized by armed actors. International actors aiming to help Sudan must recognize that these civil society groups represent the country’s best hope. They possess a deep understanding of Sudan’s most pressing needs, including unimpeded humanitarian aid and the exposure and curtailing of armed groups’ military and financial lifelines. Supporting these efforts could pave the way for a political transition free from the influence of armed actors.

Analysis

The Hidden Economic Front Reshaping the Middle East

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The Longer It Lasts, The More It Breaks—War’s Real Battlefield Is the Economy.

In Amman, the lights are still on. Power flows, fuel arrives, daily life continues. But beneath that surface, the meter is running—quietly, relentlessly.

Each day of prolonged conflict is costing Jordan between 2.5 and 3 million dinars in additional energy expenses, a burden that compounds with time rather than shock.

That number, on its own, does not alarm. Over weeks, it transforms.

A month translates into roughly 90 million dinars. Three months pushes the cost toward 270 million. Stretch it further, and the pressure shifts from manageable strain to structural risk—pressing deficits higher, slowing growth, and narrowing already limited fiscal space.

This is the overlooked dimension of a prolonged war. Not collapse—but accumulation.

By the third layer of this conflict, the question is no longer military. It is financial endurance. Most economic models now converge on a central scenario: a limited but extended escalation lasting two to four months. Not a quick strike, not a total war—but something in between, sustained long enough to reshape economies without fully breaking them.

In that scenario, the damage spreads unevenly. Energy-importing states feel it first. Tourism declines. Investment hesitates. Growth slows. In Jordan’s case, projections suggest expansion could slip toward 2%—or lower—while deficits edge upward and debt ratios climb toward already sensitive thresholds.

There are, however, gradations of risk.

A short conflict remains absorbable. A longer regional escalation—less likely but more dangerous—could push deficits beyond 6% and stall growth near zero. And beyond that lies a scenario policymakers rarely name openly: a prolonged, multi-front war that forces structural economic shifts, not just temporary adjustments.

What makes this phase particularly complex is the policy trade-off governments face. Shield citizens from rising prices, and the state absorbs the cost. Pass the burden through, and inflation spreads, eroding purchasing power and risking social instability.

Most governments, including Jordan’s, have chosen to absorb the shock—for now. It is a stabilizing move in the short term, but one that effectively defers the cost rather than removes it.

That is where the real tension lies.

Wars are often framed in terms of territory and force. But in prolonged conflicts, endurance becomes the decisive variable. Not just military endurance—but fiscal endurance. How long can a government sustain rising costs without altering policy? At what point does protection today become instability tomorrow?

Across the region, similar pressures are building. Energy routes are disrupted. Insurance costs rise. Supply chains tighten. The economic architecture—trade, fuel, logistics—begins to bend under sustained stress.

Yet there is a crucial distinction. This is not an energy crisis in the traditional sense. Supply still exists. What has changed is price—and access. That difference matters. It means economies do not stop, but they strain.

The longer the war continues, the more that strain becomes structural.

And that is the strategic reality often missed in the noise of daily developments: wars that do not end quickly rarely explode economies overnight. They wear them down—day by day, cost by cost—until the question is no longer what the war costs, but whether the system carrying it can still hold.

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Analysis

Will Russia Send Troops to Iran?

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Why Experts Say Moscow Is Fighting a Different War. No Boots, Just Shadows—Russia’s Iran Strategy Is More Dangerous Than Troops.

When Volodymyr Zelensky warned that Russia could expand its military axis with Iran—even to the point of deploying troops—he wasn’t just raising a battlefield scenario. He was reframing the conflict itself.

The concern is straightforward: a deeper Russia-Iran alignment could transform the Middle East into a second front against the West. Signals exist. Joint military exercises. Expanded drone cooperation. Intelligence sharing that may already be shaping strikes across the region. But the question that matters is not whether coordination is growing—it is how far Moscow is willing to go.

On that point, most Western analysts draw a firm line.

Across interviews with U.S. and U.K. experts, a consensus emerges: Russia is unlikely to send ground forces into Iran. Not because the partnership lacks depth, but because the risks outweigh the gains. Direct deployment would bring Russian troops into potential confrontation with the United States and Israel—a scenario that risks rapid escalation beyond controlled limits.

The constraint is also practical. Russia remains heavily committed to its war in Ukraine. Its forces are stretched, its advances limited, and its capacity to open a second front—especially one involving multiple advanced militaries—is constrained. Even if Moscow wanted to escalate, it may not have the bandwidth to do so.

But stopping at that conclusion misses the larger shift.

What is unfolding is not a traditional military expansion. It is a transition toward indirect warfare—where intelligence, technology, and proxy leverage matter more than troop deployments. In this framework, Russia does not need soldiers on Iranian soil to influence the conflict. It needs access, coordination, and plausible deniability.

Evidence of that approach is accumulating. Analysts point to intelligence-sharing that may be improving Iran’s targeting of U.S. defense systems in the region. Cooperation on drones has already made Iranian platforms faster and more precise.

There are also indications of joint efforts in electronic warfare, including attempts to counter satellite systems like SpaceX’s Starlink network.

This model mirrors the broader logic of the conflict: pressure without direct confrontation. During the Cold War, major powers avoided head-on clashes while competing through proxies and technological advantage. The current alignment appears to follow a similar pattern—adapted for a digital and networked battlefield.

There are limits here, too. Some claims—such as Russian support for advanced Iranian intercontinental missile programs—remain unverified or contested. Analysts argue Moscow has little incentive to invest heavily in capabilities that could alter strategic balances beyond its control.

Still, the partnership is evolving. The Islamic Revolutionary Guard Corps continues to benefit from Russian technical input, while Moscow gains from Iranian drone supplies and battlefield experience. It is less an alliance of equals than a transactional alignment shaped by shared opposition to Western power.

The strategic risk lies in how this alignment scales. If Iran shifts toward broader asymmetric tactics—targeting Gulf infrastructure, expanding drone campaigns, or activating covert networks—Russian support could amplify those effects without crossing into direct war.

That is the threshold both sides appear to be managing: how to increase pressure without triggering a confrontation they cannot control.

Zelensky’s warning, then, may be less about imminent troop deployments and more about trajectory. The axis is deepening. The methods are diversifying. The battlefield is widening.

The real question is not whether Russian soldiers will arrive in Iran. It is whether the war itself is moving into a phase where soldiers matter less than systems, signals, and shadows.

And in that kind of conflict, escalation does not announce itself—it accumulates quietly, until it becomes impossible to reverse.

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Analysis

Trump’s Hidden Game Inside Tehran

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Trump’s Shadow Negotiations Rattle Iran’s Power Structure as War Strategy Shifts Beyond the Battlefield.

When Donald Trump speaks of a “strong” figure inside Iran—unnamed, unseen, and allegedly protected—he is not revealing a diplomatic channel. He is introducing a fault line.

Within hours, speculation filled the vacuum. Israeli media pointed toward Mohammad Bagher Ghalibaf as a possible interlocutor. Tehran denied it. But denial, in this context, does little to contain the damage. The suggestion alone reshapes internal dynamics, casting quiet suspicion across a system already built on layered authority and competing power centers.

By the third beat of this unfolding story, the question is no longer whether negotiations exist. It is what the idea of a “trusted insider” does to Iran’s internal cohesion. In a system where legitimacy is tightly guarded, even the hint of backchannel engagement redistributes power—and doubt.

Who speaks for the state? Who is trusted? Who is exposed?

Signals from the region suggest something is indeed moving beneath the surface. Requests not to target specific individuals. Subtle delays in responses hinted at by Abbas Araghchi. Quiet mediation efforts threading through regional capitals. None confirm a deal—but together, they point to a channel that is deliberately obscured.

At the same time, the war itself is being managed with a dual logic. Publicly, pauses and ceasefire language create the appearance of restraint. In practice, strikes deepen—targeting infrastructure tied to Iran’s military, industrial, and nuclear capacity. The message is calibrated: control the narrative, escalate the pressure.

Regionally, that pressure is reshaping Iran’s network of influence. Hezbollah remains the most viable lever, while Iraqi militias have largely receded under sustained countermeasures.

The Houthis, once positioned as a disruptive force in maritime chokepoints, now appear constrained—focused less on escalation than survival after repeated strikes on leadership and missile capabilities.

There are, however, limits to how much this external pressure can achieve. Iran retains asymmetric options. A shift toward what some analysts describe as “collective damage”—targeting Gulf infrastructure, activating sleeper cells, or expanding drone operations—would move the conflict into a more fragmented and unpredictable phase.

At that point, the battlefield dissolves into dispersed, low-visibility confrontations where deterrence becomes harder to measure.

Attention is already turning to the Strait of Hormuz. The objective may not be outright closure, but something more subtle: raising the risk profile high enough that insurers withdraw, shipping hesitates, and global energy flows tighten without a formal blockade. It is pressure by uncertainty.

Trump’s timeline—framed as a deadline before potential strikes on energy infrastructure—fits within this broader strategy. It is less about forcing an immediate concession than about accelerating the cost curve. At a certain point, continuing the confrontation becomes as costly as stepping back—perhaps more.

What is taking shape is not a conventional war aimed at swift collapse. It is a slow compression. External strikes weaken capacity. Internal suspicion fractures trust. Economic pressure narrows options.

And at the center of it all sits a destabilizing question—not who Washington is speaking to, but whether anyone inside Tehran can still speak with authority.

That is where the real battle is shifting: from missiles and markets to legitimacy itself.

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Analysis

Why Drones Are Making Wars Longer, Not Shorter

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Drones were supposed to change everything. They did—but not in the way armies expected.

The search for a decisive weapon—one that ends wars quickly and cheaply—has shaped military thinking for centuries. From gunpowder to nuclear arms, each technological leap promised a shortcut to victory.

Yet one month into the war involving Iran, a familiar reality is reasserting itself: new weapons rarely deliver clean endings. Instead, they reshape the battlefield—and often prolong the fight.

Drones are the latest example of this paradox. Their appeal is obvious. They are relatively cheap, widely accessible and capable of delivering both surveillance and precision strikes in real time.

In conflicts like the war in Ukraine, and now across the Middle East, unmanned systems have become central to military operations. They allow weaker actors to punch above their weight, while enabling stronger powers to extend their reach without risking pilots or expensive platforms.

But this “democratization” of firepower carries a cost. Because drones are affordable and easy to produce—even with off-the-shelf components—they lower the threshold for sustained conflict.

A single cruise missile can cost millions; a loitering drone may cost tens of thousands. The result is not decisive victory, but endurance warfare—where both sides can keep fighting longer than expected.

Iran has embraced this logic. Despite heavy airstrikes, it continues to deploy waves of drones across the region, targeting infrastructure and threatening maritime routes like the Strait of Hormuz.

These systems may lack the sophistication of advanced missiles, but they compensate with volume, flexibility and psychological impact. The constant presence of drones—often heard before they are seen—creates a persistent climate of fear among civilian populations.

This psychological dimension is as important as the physical damage. Warfare is no longer confined to front lines; it is experienced in cities, ports and even digital spaces. The line between military and civilian targets becomes increasingly blurred, amplifying both disruption and uncertainty.

Yet drones are not a magic solution. Their rise has exposed a deeper imbalance: defending against cheap weapons is often far more expensive than deploying them. Interceptors, radar systems and advanced defenses strain resources, creating an unsustainable equation.

As former U.S. commander David Petraeus has argued, no military can indefinitely counter low-cost threats with high-cost responses.

The next phase is already taking shape. Militaries are racing to develop cheaper countermeasures—electronic jamming, laser defenses and AI-driven detection systems. But history suggests this cycle will continue: innovation followed by adaptation, advantage followed by erosion.

What emerges is a sobering conclusion. Technology changes how wars are fought, but not the fundamental nature of war itself. There is no single breakthrough that guarantees victory. Instead, each new tool expands the battlefield, deepens the complexity and often extends the conflict.

The age of drones has arrived. But rather than ending wars, it is making them harder to finish—and easier to sustain.

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Analysis

Khameneism After Khamenei: No New Iran

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Is Iran changing—or just replacing one face with the same system?

The rise of Mojtaba Khamenei is often framed as a potential turning point for Iran. In reality, it may signal the opposite: not transformation, but consolidation.

What appears on the surface as a dynastic transition is better understood as the maturation of a system built over decades by Ali Khamenei. The defining feature of that system—what can be described as “Khameneism”—is not tied to an individual. It is institutional, embedded, and designed to reproduce itself.

Over nearly four decades, Iran’s power structure was not merely maintained but engineered. Constitutional authority concentrated in the office of the Supreme Leader was expanded in practice through a network of parallel institutions, informal mechanisms, and ideological enforcement bodies.

Structures like the Supreme Council of the Cultural Revolution and the Guardian Council evolved from advisory or supervisory roles into instruments of control, shaping not just political outcomes but the boundaries of acceptable thought and participation.

This transformation fundamentally altered the nature of governance. Elections became managed processes rather than open contests. Institutional autonomy narrowed.

Reformist currents were gradually neutralized. What emerged was a system calibrated to eliminate unpredictability—where outcomes are increasingly preconfigured rather than negotiated.

Within this architecture, Mojtaba Khamenei’s rise is not an anomaly. It is a byproduct of institutional design. The traditional markers of leadership legitimacy—religious authority, broad political consensus—have been superseded by structural alignment with the system itself.

The succession process reflects this shift: less a moment of choice than the execution of a long-prepared outcome. The deeper implication is that the question of succession has become secondary.

The system now constrains the leader more than the leader defines the system. Any successor operates within a fixed framework shaped by priorities that have become structurally entrenched—regime preservation, centralized authority, and a strategic posture defined by resistance to Western influence and confrontation with Israel.

This is the paradox at the heart of Khameneism. Its strength lies in its ability to ensure continuity and suppress internal disruption. But that same rigidity limits adaptability.

A system built to prevent deviation struggles to accommodate change. Over time, the mechanisms that guarantee survival—control, exclusion, and ideological uniformity—can also erode flexibility, public trust, and long-term resilience.

Mojtaba Khamenei, therefore, does not represent a new phase in Iran’s political trajectory. He represents its culmination. The system has reached a point where leadership transitions matter less than the structure itself.

The real question is no longer who leads Iran—but whether a system designed to avoid change can sustain itself indefinitely without it.

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Analysis

Inside the Pentagon’s Iran Playbook: Seize, Strike, Exit

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Years of planning. Weeks of war. One question: Will US troops enter Iran?

Retired Gen. Frank McKenzie, the former head of United States Central Command, has revealed that the U.S. military has spent years preparing for potential ground operations inside Iran—offering a rare glimpse into contingency plans now resurfacing as the war intensifies.

Speaking in a televised interview, McKenzie said American strategy has long centered on rapid, limited incursions rather than full-scale invasion. The focus: Iran’s southern coastline and strategically vital islands in the Gulf.

These operations, he explained, would be designed for speed and precision—“pre-planned withdrawal” missions aimed at seizing key positions, disrupting capabilities, and exiting before becoming entangled in prolonged conflict.

At the center of such thinking is Kharg Island, the country’s primary oil export terminal. McKenzie suggested that controlling the island—even temporarily—could effectively paralyze Iran’s oil economy without requiring widespread destruction of infrastructure.

The remarks come as the Pentagon weighs options that, according to recent reports, include weeks-long ground operations involving special forces and conventional infantry. While officials stress no final decision has been made, the military buildup tells its own story.

A U.S. amphibious strike group led by the USS Tripoli has already arrived in the region, carrying roughly 3,500 Marines and sailors, along with aircraft and tactical assault capabilities. The deployment underscores how quickly planning could shift into execution if political approval is given.

Yet McKenzie’s message was not purely hawkish.

He argued that U.S. objectives—keeping the Strait of Hormuz open and constraining Iran’s missile capabilities—may still be achievable without a major ground campaign. The implication: military pressure alone could force Tehran toward concessions.

That calculation, however, is far from certain.

Iranian officials have signaled readiness for a ground confrontation, while the conflict continues to expand across multiple fronts. At the same time, domestic pressure is building inside the United States. Recent polling suggests a clear majority of Americans oppose entering a full-scale war with Iran, raising political risks for any escalation.

The strategic dilemma is stark.

Limited operations promise high-impact results with lower long-term commitment. But even targeted incursions—especially around critical energy infrastructure—carry the risk of triggering wider retaliation across the region.

For now, the plans remain theoretical.

But as military assets accumulate and rhetoric hardens, the line between preparation and action is becoming increasingly thin.

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Analysis

Trump Threatens to Destroy Iran’s Energy Infrastructure

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One threat. One chokepoint. One war reshaping the global economy in real time.

President Donald Trump has escalated rhetoric in the war with Iran, warning that the United States could “blow up and completely obliterate” Tehran’s energy infrastructure if a deal is not reached—raising fears of a broader economic and military shock.

The threat centers on reopening the Strait of Hormuz, a narrow waterway through which roughly a fifth of global oil supply normally flows. Its closure has already disrupted shipping and sent energy markets into turmoil.

Trump’s warning marks a sharp escalation from previous statements, signaling a willingness to target Iran’s oil wells and power plants—moves that could cripple the country’s economy but also risk wider regional fallout.

Tehran, however, pushed back.

Iranian officials rejected Washington’s proposed 15-point framework for ending the conflict, calling it “unrealistic” and “excessive,” directly contradicting Trump’s claim that Iran had accepted most of the terms. The dispute underscores a widening gap between public messaging and diplomatic reality, even as indirect contacts reportedly continue.

Meanwhile, the war’s economic impact is accelerating.

Global oil prices surged after Trump reiterated his intent to “take the oil in Iran,” with Brent crude rising above $116 a barrel. In the United States, average gasoline prices climbed to nearly $4 per gallon—the highest levels in years—highlighting how quickly the conflict is feeding into domestic economic pressure.

On the ground, the conflict continues to expand across multiple fronts.

Iranian state media reported that at least two people were killed in a U.S.-Israeli strike on a facility west of Tehran, while in Israel, debris from intercepted projectiles struck an oil refinery complex in Haifa Bay, sending plumes of smoke into the air. The incidents reflect a widening pattern: even defensive actions are producing economic and civilian consequences.

Beyond the battlefield, international divisions are becoming clearer.

Spain publicly ruled out allowing its bases or airspace to be used in support of the war, signaling reluctance among some Western allies to deepen involvement. That hesitation complicates any effort to build a broader coalition, particularly for securing key maritime routes.

At its core, the conflict is no longer confined to military objectives.

It has become a high-stakes struggle over energy, leverage, and economic pressure. Iran’s control over maritime chokepoints offers it asymmetric power, while U.S. threats to target energy infrastructure risk amplifying global instability.

The result is a volatile equilibrium: neither side backing down, both raising the cost.

And with oil markets already reacting, the next escalation may not just reshape the battlefield—but the global economy itself.

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Analysis

No Trust, No Exit: Why U.S. Bases Are Staying in the Gulf

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Can U.S. Bases Leave the Gulf? Iran War Revives Old Questions About Security and Trust. Iran wants U.S. bases gone—but history suggests that demand may be impossible, for now.

The question of whether American military bases can leave the Gulf has resurfaced amid the Iran war—but history suggests the answer is far from simple.

To understand why those bases exist, analysts often look back to the Tanker War, when Iran targeted oil tankers and maritime routes during its conflict with Iraq. The escalation drew the United States directly into Gulf security, leading to naval escorts, clashes at sea, and ultimately the establishment of a permanent American military presence.

That presence was not theoretical—it was a response to a specific threat: the disruption of global energy flows.

Today’s crisis echoes that same pattern. Iran’s actions in the Strait of Hormuz—once again restricting maritime traffic and threatening energy exports—have reinforced the original logic behind U.S. bases in the region.

From Washington’s perspective, these installations are not simply strategic assets; they are deterrence infrastructure designed to prevent exactly the kind of escalation now unfolding.

Iran, however, sees it differently.

Tehran has reportedly demanded the removal of American forces as part of broader conditions tied to ending the war. In theory, such a demand aligns with its long-standing narrative that foreign military presence fuels instability rather than prevents it.

But in practice, the gap between those positions is defined by one word: trust.

The United States and its allies argue that any withdrawal would require verifiable and sustained changes in Iran’s military posture—particularly its missile programs, proxy networks, and ability to disrupt regional security. Without that, the risk of a power vacuum would be immediate.

That concern is not limited to the West.

Major Asian economies—including China, India, Japan, and South Korea—depend heavily on uninterrupted energy flows through the Gulf. As the current war has shown, any disruption in the strait quickly becomes a global economic crisis.

This raises a deeper question: if the United States were to step back, who would step in?

For now, no clear alternative security framework exists.

The war has also exposed a broader shift. Iran remains a significant regional military power, with capabilities built over decades—not just for defense, but for influence through allied groups across multiple countries. That network complicates any attempt to redefine security arrangements in the Gulf.

At the same time, Iran itself is not unchanged. Internally, it faces economic strain and generational discontent, raising questions about its long-term trajectory. But those internal pressures have not yet translated into a fundamental shift in external behavior.

That leaves the current reality intact.

American, British, and French bases in the Gulf are not there by default—they are there because of perceived risk. Removing them would require a transformation in that risk environment, not just a political agreement on paper.

Until then, the logic that created those bases in the 1980s continues to apply today.

The war may end. The tensions may ease.

But without a new foundation of trust, the infrastructure of deterrence is likely to remain.

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