Analysis: Escalation Without Endgame and the Limits of Defeating Iran
March 3, 2026 5 Comments
THE ONGOING CONFRONTATION BETWEEN Iran and its adversaries unfolds against the backdrop of a regime that is strategically depleted yet politically combustible. Yet strategic exhaustion does not equate to imminent collapse. Indeed, the potential degradation of Iran’s coercive institutions raises a more complex question: what follows tactical success? Thus, while Iran appears weakened and vulnerable, the longer-term trajectory of the conflict remains uncertain, fraught with the risk of protracted instability and regional spillover at a level that could make Libya and Syria seem mild by comparison.
Iran is Strategically Depleted and Vulnerable
Decades of crippling sanctions have ruined Iran’s economy and demoralized its population, causing an already polarized society to further-disintegrate. Outside of a small population of religious zealots, Iranians have little interest in martyrdom, and very few are willing to die for a regime that most see as politically and ideologically bankrupt. The stunning degree of the regime’s penetration by Israeli and American intelligence agencies is indicative of the disillusionment of ruling elites, let alone rank-and-file functionaries.
Militarily, this is hardly a war between equals. Even before bombs started falling in Tehran on February 28, Iran’s armed forces and its elite Islamic Revolutionary Guard Corps (IRGC) had been severely degraded by prior military engagements with the U.S. and Israel. Even with the assistance of its proxies and allies, Iran is demonstrably unable to match the military and intelligence resources of its opponents. As many have noted, Tehran’s retaliatory strikes appear to emphasize economic disruption and psychological pressure on civilian populations. But the marked inconsistency in the scale and delivery of Iran’s retaliatory attacks suggests that it is struggling to respond in a coherent fashion.
Russia, meanwhile, is nowhere to be seen. As in the cases of Venezuela and Cuba, Moscow has restricted its response to this crisis to diplomatic condemnations and offers to mediate, rather than offering military assistance to its Middle Eastern ally. This is hardly surprising, given Russia’s broader strategic priorities and its desire to further its ongoing expansionist goals in Europe by avoid overextension elsewhere.
Iran is weak, exhausted, alone. It is teetering on the edge. Yet, instead of cheering, this appears to trouble even seasoned Iran hawks like John Bolton, Trump’s onetime national security adviser. A veteran Republican, Bolton is probably the most consistent and vociferous Iran critic in the Western Hemisphere. The Iranian government has actively planned to assassinate him in recent years. But in a recent interview, Bolton cautioned about the lack of planning behind Washington’s latest adventurism in the Middle East and waned that the current situation may “deepen conflict, create a dangerous power vacuum, and purge the [entire Middle East] into turmoil”. What is Bolton seeing that Trump’s inner circle is not?
This War Will Not End Soon
American air campaigns have a demonstrated history of obliterating Washington’s tactical targets and severely disrupting its adversaries. Iran is unlikely to prove an exception to this rule. However, air campaigns—no matter how sophisticated—cannot by themselves reorder domestic politics and build long-lasting political outcomes. It follows that, despite delivering a series of indisputable tactical successes, including the assassination of Iran’s supreme leader and senior members of his inner circle, American and Israeli airpower cannot by itself ensure a pro-Western outcome in Iran.
Obliterating the Iranian regime’s military capabilities and degrading its ability to dispense violence against its own population is likely to create a power vacuum. But that is not the same as managing the ensuing political fallout. Even if the regime falls—which is not the likeliest scenario—its successor is unlikely to be friendly to the U.S. or Israel. For over a century, Iran has been permeated by a political culture shaped by fervent nationalism, revolutionary narratives and resistance against foreign intervention. This has been particularly so since 1979, with the theocratic regime building the nation’s identity around the idea of its resistance to the “Great Satan” and its regional allies, including Israel and Saudi Arabia. This identity permeates Iran’s security apparatus, its state institutions and its education system. Even anti-regime Iranians—including the student demonstrators who cheered Ayatollah Khamenei’s demise—espouse core elements of that narrative. Read more of this post
IN THE CONCLUDING WEEKS of 2025, the Israel Intelligence Agency (ISA), which serves as its primary internal security and counterintelligence service, experienced two rapturous events that shook the organization to its very foundations. One was the appointment of Major General (retired) David Zini as the organization’s head. The other was the sudden retirement of the its deputy, known as ‘S’ (the first letter of his first name), who had been appointed to that position just two months earlier.
IN LATE NOVEMBER 2025 news broke that the selection for the new director of Austria’s domestic intelligence service, the
technology—which earned her the title of an engineer—Mayer joined the Austrian uniformed police in Linz, the country’s third largest city.
ON MAY 26, THE Austrian domestic intelligence service,
and specialized essays about certain relevant topics. Traditionally the media and public give most attention to those parts of the report that deal with extremism and terrorism of all kinds inside Austria.
an unwanted wrench in President [Donald] Trump’s negotiation process to resolve the atomic crisis with Iran’s rulers because the data outlined in the report suggests the regime will not abandon its drive to secure a nuclear weapon.”
VETERAN ISRAELI INTELLIGENCE OFFICER Ronen Bar, who has led the Israeli Security Agency (ISA, more widely known as the Shin Bet) since 2021, has submitted an affidavit to Israel’s Supreme Court, accusing Prime Minister Benjamin Netanyahu of serious misconduct. Netanyahu fired Bar in March, but the Supreme Court later
protesting activists, because, according to Netanyahu, they were “following security targets”.
THE COLLAPSE OF THE regime of Syrian President Bashar al-Assad on December 8 caught the Israel Defense Forces (IDF) and Israel’s intelligence community —mainly Israel Military Intelligence (IMI) and the Mossad— by surprise. Assad’s collapse occurred much faster than Israel had estimated. Israel did not expect that the Syrian Arab Army would disintegrate so resoundingly, within 48 hours of the attack by the Syrian rebels.
southern Syria, as well as what is happening at the Syrian and Russian military bases in Latakia and Tartus. Moreover, the IDF is monitoring the activities of Iranian elements in Syria, including on the border with Lebanon, to prevent the possibility of military equipment being transferred from Syria to Hezbollah.
THERE ARE CONFLICTING REPORTS about the fate of Russia’s military bases in Syria, following the complete collapse of the 54-year-long Assad dynasty. Late on Sunday it was
facility outside of the former Soviet Union. Furthermore, it constitutes the sole warm-port fueling and repair facility that is exclusively available to the Russian Navy. It is home to the Russian naval group in Syria, which consists of a submarine and five warships.
ON JUNE 26, THE longwinded case of Austria’s counter intelligence failure regarding a possible inside threat took yet another —quite surprising— turn: the state court of Vienna (Landesgericht Wien) released from pre-trial detention (Untersuchungshaft)
Tatverdacht) against Ott, the reasons for his further detention were not sufficiently given. In the judges’ view, all activities that could carry a pre-trial detention were committed before Ott was arrested and released for the first time in 2021. Back then, Ott had also been released after a short detention, following a decision by the same court. Briefly summarized, in 2021 the Landesgericht concluded that Ott could no longer spy against Austria as he did not have access to classified information, having been removed from the domestic intelligence agency years earlier. Additionally, since the BVT was in the process of reorganization and reformation at that point, the judges
THE UNITED STATES SECRET Service is among the world’s most prestigious law enforcement agencies. Its institutional experience in protecting US presidents and presidential candidates dates to 1901. Given its high-stakes protective mission —safeguarding the executive leadership of the world’s most powerful nation— the agency has historically placed emphasis on flawlessness: it simply can’t afford to fail.
THE TARGETED KILLING OF Hassan Mahdawi, a high-ranking member of Iran’s Islamic Revolutionary Guards Corps (IRGC) and the commander of the Quds Force in Syria and Lebanon, was carried out by Israel on April 1, 2024. The actual assassination was based on precise operational intelligence, while Israel’s assessment of Iran’s response was wrong.
ON GOOD FRIDAY, MARCH 29, Egisto Ott, a former member of Austria’s now-dissolved domestic intelligence agency, the Federal Office for the Protection of the Constitution and Counterterrorism (BVT), was arrested in his house in Carinthia, Austria’s southernmost state. Ott had frequently been at the center of media attention in the past year, in connection with the network surrounding the fugitive
These included contacts in friendly foreign police services, whom Ott knew from his time as a liaison officer in Italy and Turkey. According to Gridling, these contacts were unaware that Ott had been removed from the BVT under suspicion of being unreliable and potentially even working for Russia. They therefore continued to help him when asked. Ott allegedly deceived his contacts by claiming that he needed information on cases relating to different kinds of extremism. As it turned out, according to the leaked arrest warrant, several of the individuals referred to by Ott as “suspects” in terrorism investigations were in fact Russian dissidents or intelligence defectors who were living as protected persons in Austria and elsewhere outside Russia.
THE OCTOBER 7 ATTACK on Israel was a total surprise. There was no warning. There were very few signs of a possible attack. Israeli intelligence evaluated these signs as elements of a routine military exercise by Hamas, and even assessed them as parts of an imaginary scenario. It therefore gave no warning to those Israeli Defense Forces (IDF) units that were stationed on the border with Gaza. Meanwhile, what we know about the intelligence failure of October 7 will likely pale before what the commission of inquiry will reveal once it is established. That was precisely what happened in the case of the Agranat Commission of Inquiry, which made significant revelations while investigating the intelligence failings of the IDF in the run up to the 1973 Yom Kippur War.
time, in the first two days of the conflict the IDF was confused and acted without direction, in the apparent absence of relevant action plans for what to do in the event of a massive invasion. The IDF was clearly not ready for such a scenario.
for those conclusions to become public. What is to be done in the meantime? There is public pressure to launch the inquiry soon.
MIDDLE EAST OBSERVERS WERE hardly surprised by yesterday’s news of the apparent assassination of Hamas leader Saleh al-Arouri in Lebanon. Not only was al-Arouri a
Yesterday’s assassination at the very heart of Hezbollah’s lair was nothing short of a demonstration of the Mossad’s competency in special operations.






The Real War Is About To Begin: Iran Transitions to Full-Scale Insurgency
March 30, 2026 by Joseph Fitsanakis 9 Comments
And yet, as Carl von Clausewitz cautioned centuries ago, the outcome of war is not governed by formulaic calculus. No matter how astounding, operational sophistication and technological prowess do not guarantee success. Instead of an immediate collapse, the decapitation of the Iranian regime appears to have produced a series of unpredictable second-order effects. At the very least, it physically eliminated Iran’s few pragmatic leaders who have historically favored restraint. Their demise effectively handed over power to the hardliners of the Islamic Revolutionary Guard Corps. Moreover, the war appears to have paralyzed Iran’s domestic opposition, whose adherents may despise the regime but—unlike the U.S. and Israel—do not want to see their country break up into ethnic statelets.
Most importantly, the February 28 decapitation strike convinced Iran’s surviving leaders that this is an existential fight—not a limited confrontation like the Twelve-Day War. Today’s ruling Principalists in Iran differ sharply from the cosmopolitan, Western-educated elite of the 1960s and 1970s. They are largely provincial in origin, domestically rooted, and lack the international ties that once offered pathways of exit. They do not hold dual citizenships, do not maintain
foreign residences, and few of them possess the linguistic or social capital to relocate abroad. Simply put, they have no viable exit. For them, defeat is not exile—it is annihilation. Under such conditions, the expectation is not capitulation, but resistance to the very end.
Activating the Iranian Asymmetric Doctrine
Starting in 2001, the campaigns in Afghanistan and Iraq offered Iranian war planners a prolonged and unusually comprehensive vantage point from which to study the American way of war in their immediate neighborhood. For over two decades, the Iranians analyzed these methods, learned from them, and internalized their logic into their own asymmetric warfare doctrine. And now, having survived the February 28 decapitation attack, the Iranian regime has put that doctrine into operation. Iran’s asymmetric doctrine channels the state’s military, civilian, economic, and informational assets into a multi-domain, protracted insurgency campaign designed to inflict maximum pain on its enemies. In doing so, it rests on what is perhaps the Islamic Republic’s greatest asset: its asymmetric patience—i.e., its capacity to endure more physical and emotional torment than its Western opponents and their allies.
The Iranians refined their asymmetric patience skills during what they refer to as the “War of Holy Defense” (1980-1988), one of the 20th century’s longest conflicts and the deadliest conventional war ever fought in the developing world. The then-newly formed Islamic Republic suffered over 500,000 casualties—many of those due to exposure to chemical warfare—but managed to bring Saddam Hussein’s Western-backed Iraq into a standstill and force it into a truce. To do so, they even resorted to so-called “human wave assaults”, large masses of mostly unarmed youth who swarmed enemy positions and overwhelmed them by the sheer power of their number. That was largely how the Basij, the Iranian regime’s paramilitary street gangs that continue to operate in modern-day Iran, were initially formed.
Iran’s “Economy of Resistance”
On March 28, the Telegram channel belonging to the Iranian Supreme Leader Mojtaba Khamenei issued an infographic titled “The Path to Defeating the Enemy in the Economic War”. The infographic reflects the Islamic Republic’s concept of “economy of resistance”, which was first developed in 2014 by Mojtaba Khamenei’s father, the late Supreme Leader Ali Khamenei. The central idea behind this concept is restructuring the Iranian economy, not simply to reduce its susceptibility to Western-imposed sanctions, but to allow it to stabilize and even develop. The goal of the economy of resistance is to prevent the destruction of the Islamic Republic and the Westernization of Iranian society. Through the economy of resistance doctrine, and with crucial help by China and Russia, Iran has largely managed to insulate its economy from the global economic system that is now reeling under Iran’s own asymmetric attacks. Read more of this post
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