(I was a day late with my prediction)

America and Israel have begun their military operation against Iran. In my article War in a week?, I was confident that the US would strike Iran within a week of posting.
I was a day off.
As I write this response, it seems there is a division of labour carved up between the USA and Israel where the Israelis are targeting and killing Iranian leadership personalities while the US goes after military targets and supporting infrastructure. The Iranian regime has confirmed that their ‘supreme leader’, the Ayatollah Khameini, was killed during one of the first strikes.
Iran’s response has been to fire off missile salvos and drone attacks to what it considers legitimate targets. Israel, obviously. But also regional countries it views as supporting American interests. Bahrain, Kuwait, Saudi Arabia, the UAE, Iraq, Jordan. Unconfirmed reports of two missiles intercepted as they approached Cyprus then a Shahed drone hitting Akrotiri Air Base. The bulk of these attacks were intercepted and neutralised but some still made it through although casualties and deaths are minimal. This response and the targets would have been anticipated during the wargaming of this operation. Air defences would have been beefed up and augmented in readiness. An oil tanker was struck off the coast and is currently on fire and, probably the most impactful element on the West so far, The Strait of Hormuz is closed.

Why will this closure impact not just the West, but the rest of the world?
Over 30% of the world’s seaborne crude oil transits this waterway. A third of the world’s most essential energy product relies on this small stretch of water to transport the crude across the globe. And around 20% of global Liquefied Natural Gas (LNG) also moves through this narrow strait. So what happens when it closes?

Tankers have to turn around, get the hell out of the area. Insurers such as Lloyds of London refuse to cover any craft moving through the area against the risk of destruction or confiscation. Oil and LNG prices spike, first as a knee jerk then, if the situation doesn’t calm down quickly, climb at an astronomical rate. Which affects, well, pretty much everybody. Today, Iran began dedicated targeting of energy sites in the oil producing countries. Already, the world’s largest LNG producer, Qatar Energy, halted production after Iranian attacks, followed closely by Saudi Arabia’s biggest oil refinery.
As of this morning, Day 3 of the war, oil prices already spiked 10% and natural gas in Europe spiked an eye-watering 50%.
Consider Russia’s invasion of Ukraine in 2022. UK energy costs for consumers became 30% higher almost overnight. That’s a lot more money to find at the end of every month. And that’s when only 2 countries affected the global market. This latest crisis literally pulls in the world’s major oil and gas producers and exporters who rely on political and economic stability to guarantee access to markets and unrestricted travel routes. With the war on Iran now in full swing, they have neither.
The Americans could alleviate some of these issues by providing safe escort for vessels, keeping The Strait open and the ships safe from attack or sabotage. But that means consigning American troops and hardware to a long term operation, exposing them as targets to whatever is left of the Iranian regime. I personally don’t think Donald Trump or his Party want this. He wants a clean decapitation of the regime, no more threats of nuclear weapons, and his troops to return to the US.
Which would be nice.
Unfortunately, this is a region where asymmetric warfare abounds and even the might of the US military can run into real problems. Look at the Houthi rebels operating out of Yemen. By summer 2025 this group of 20,000 fighters had destroyed at least 7 American Reaper drones, which cost around $30 million apiece. And although it’s being kept on the QT at the moment, the Americans lost a more advanced drone near Iran only two weeks ago. Lost as in they have no idea what happened to it. Not crashed or shot down, but lost. And this morning we know there have been at least 4 American service personnel killed and 3 fighter jets shot down by friendly fire in Kuwait.

Shia muslims around the world have been protesting the killing of the Ayatollah. In Nigeria, the protests were decidedly anti-American with US and Israeli flags being burned or dragged along the ground. One of Iran’s main proxy forces, Hezbollah, has been trading blows with Israel in Lebanon with dozens killed and thousands fleeing. Shia militias in Iraq are targeting anything remotely connected to American interests. 10 dead pro-Iran protestors were killed at the US Consulate in Pakistan.

So the conflict has not been contained to the Iranian hinterland, but this is something that every Middle Eastern country warned America would happen. Almost 10 countries have now been dragged into the conflict, escalating it to a truly regional war. Qatar has had to send up fighter jets to shoot down Iranian drones as their Air Defences were not sufficiently capable. So we now have a third country’s jets in the sky and probably more to follow. And let’s face it, a lot of these countries might just be pissed off enough to look at America’s hammering of Iran to think ‘You know what? Might be nice to jump on the pile-on while it’s available.’ It’s a very short operational leap from flying defence to assisting in offensive sorties over Iran.
One of the main problems in assessing likely outcomes in this war is that there is no clearly defined goal or endgame. Trump shoe-shuffles between no nukes and regime change depending on what day of the week he’s on camera. The Pentagon had to go on record today admitting that there was no intelligence indicating Iran was a direct threat to the USA.
The killing of Khameini will have limited impact as he was elderly and in ill health so already had a succession plan in place. I know America is hoping for the Iranian population to rise up against the government and push for a regime change more aligned to Western interests and values. Unfortunately, recent history shows us that this never succeeds. Gadafi killed, Libya descends into violent chaos. Saddam Hussein killed, Iraq descends into violent chaos. Taliban leadership defeated, Afghanistan descends into violent chaos. Israel has decades-long history of assassinating Hamas and Hezbollah leaders yet those organisations continued to wage terror with malign effectiveness.
America and its allies are also concerned about Iranian sleeper cells after a very open threat from the Iranian regime as the build up to the war was occurring. Contrary to public belief, Iranian intelligence officers don’t enter the US via the southern border. Particularly in this past year where immediate deportation is pretty much the standard. Iran’s Quds Force use high quality, forged passports and individuals from third party nations to infiltrate target countries through legitimate channels. They also recruit and fund local criminals to carry out activities on their behalf.

In my novel Asset Seven, one of the sub plots revolves around a Quds Force operation to get a dirty bomb detonated on American soil. The methods and tactics described in the story were drawn from real world events and close calls and my knowledge of Quds Force and their capabilities. The use of proximity countries for support and spring boarding of operations, and the exploitation of established criminal networks are all tried and trusted methods the Quds Force employs during its foreign operations. I don’t think it’s a stretch to imagine that the Iranian regime has already planned and prepared groups for internal attacks against America as well as its overseas interests.
Donald Trump has put a timeframe of a month on this war. And I think his, and his party’s political future really hang in the balance here. This is the first time America has gone to war when the public opposed it. Vietnam, Iraq, Afghanistan etc all had public support for the initial interventions. Iran does not. Trump also campaigned on a ticket of ‘No more foreign wars’, something his MAGA base felt strongly about and are angry with his about-turn. In two months he’s attacked two countries. Venezuela was explained away as, well, not really a war so it doesn’t count. Iran, however, is the very definition of a foreign war. The Pentagon and The White House are claiming that what the President actually meant when he was campaigning was ‘no more dumb foreign wars’. I guess the term ‘dumb’ is being left open for interpretation . . .
Difficult to predict what’s going to happen with any certainty. America and Israel will win, but what that win will look like is anybody’s guess. The longer the conflict drags on, the more likelihood there is of Trump accepting even a small agreement from Iran that he can frame as victory and pull his armed forces out of the region. He will do this to protect his political future and won’t give a damn whether it suits Israel or not or whether Iran is as degraded as he demanded or not. In this case, Israel could well be left to face a wounded, raging Iran on its own. Iran’s national security chief Ali Larijani has already warned that his country has “prepared itself for a long war”.
Be prepared for a very fast media cycle on this one as events continue to unfold. America is actually sending more troops and assets to the region so that alone tells you they want this wrapped up fast.












































