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ANALYSIS

How could the war with Iran end?

Ata Mohamed Tabriz
Ata Mohamed Tabriz

Iran analyst

Mar 19, 2026, 02:08 GMT

US president Donald Trump suggested this week that the war with Iran could end soon, but few can say with confidence how it will.

Wars rarely end on political will alone, and this conflict is constrained by a dense web of strategic, economic and security pressures that neither side can easily escape.

What began with stated goals—containing Iran’s nuclear program, degrading its missile and regional capabilities, and “helping” the Iranian people—has hardened into a confrontation between objectives that are arguably incompatible.

As the conflict spreads into the arteries of the global economy, ending it will require more than a shift in rhetoric—or even policy. A durable ceasefire would depend on mediators capable of sequencing reciprocal steps and bridging fundamentally incompatible aims.

More likely, the war will end not through decisive victory, but at the point where continued fighting no longer improves either side’s position and the mutual threat environment begins to recede.

Incompatible endgames

For the United States and Israel, the conflict forms part of a broader attempt to reshape the Middle East’s security architecture. Since October 7, Benjamin Netanyahu has repeatedly invoked a “new Middle East” in which Iran’s regional reach is sharply curtailed.

Drawing on past confrontations, including the 12-day war of June 2025, Washington and Tel Aviv appear to be seeking tangible outcomes: dismantling key military capabilities and preventing their reconstruction—an objective that may prove harder than the initial blow.

Iran’s logic is different. Tehran is pursuing what might be called coercive endurance: safeguarding regime survival while preserving deterrence by imposing high costs on its adversaries. Its demands—compensation and assurances against renewed war—serve not only strategic ends but domestic ones, helping sustain elite cohesion and legitimacy.

Regional actors, particularly Persian Gulf Arab states, and external powers with major energy interests remain cautious, oscillating between defensive positioning and watchful restraint. For now, mediation remains peripheral. The war is being shaped less in diplomatic forums than under fire.

A war of arteries

The Strait of Hormuz has evolved from a geographic chokepoint into a central strategic lever. Iran’s approach rests on the premise that disrupting this vital waterway transforms a bilateral confrontation into a global economic crisis.

Energy prices become not just an indicator but a weapon, intended to erode political will in Washington and its allies by destabilizing markets and raising costs worldwide.

Washington, in turn, has focused on Kharg Island—Iran’s primary oil export terminal and the loading point for roughly 90 percent of its crude exports. The threat to Kharg is a direct counter to Tehran’s Hormuz leverage. If Hormuz raises global costs, Kharg raises the cost of survival for Iran itself.

This duel points to a central constraint: the war will move toward closure only when both sides conclude that choking each other’s economic lifelines yields diminishing returns compared with the systemic risks to global energy markets.

Any durable settlement would therefore require a new security arrangement that guarantees safe passage through Hormuz while removing the threat to Iran’s export infrastructure.

Question of authority

The killing of senior political figures, including Ali Larijani, has raised concerns about gaps in coordination at the center of power. The question is whether an institutional structure still exists capable of accepting defeat—or even signing a ceasefire.

Yet the continuation of Iranian strikes suggests the system’s resilience does not rest on individuals alone. Tehran’s military order, shaped by a doctrine of decentralized “mosaic” defense, appears to have maintained operational coherence.

That resilience, however, raises doubts about whether a ceasefire could produce lasting stability while the machinery of war remains intact.

Inside Iran, external attacks appear to have strengthened nationalist sentiment among parts of society, yet leadership losses could also trigger fissures within the security establishment or embolden dissent. The balance between cohesion and fracture remains unclear.

For now, political and military leadership appear aligned in their belief that the situation remains manageable.

Some in Washington therefore see a more realistic objective not as immediate regime collapse but as forcing Tehran into a form of strategic accommodation—perhaps through the rise of more pragmatic figures capable of imposing restraint on military actors.

Such an outcome could allow Tehran to concede in practice while presenting the result domestically as survival or even victory.

Whether that path is viable remains uncertain. Internal purges, factional tensions and competing strategic visions continue to complicate any transition, even as some voices within Iran’s security establishment advocate widening the conflict.

Ultimately, how the war ends will depend not only on economic and regional pressures but on a deeper unknown: how much organizational capacity, military discipline and political authority remain in Tehran to accept a new strategic order.

Wars of this kind end when exhaustion converges with recognition. The decisive question is whether there remains a clear address in Tehran capable of signing—and enforcing—a ceasefire, and what form that political will ultimately takes.

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Israel energy strikes set off Iran-Qatar confrontation

Mar 18, 2026, 20:56 GMT

Iran and Qatar moved into open confrontation on Wednesday after an Israeli strike on Iran’s energy infrastructure set off a chain of retaliation across the Persian Gulf, pulling new actors into the conflict.

Qatar declared the Iranian embassy’s military and security attaché persona non grata hours after Iranian forces struck near the Ras Laffan industrial area, home to the world’s largest liquefied natural gas facility.

Qatari authorities reported a fire at the site, with emergency teams working to contain it.

Doha said the decision was driven by what it described as Iran’s repeated attacks on the country, the latest targeting Ras Laffan industrial city.

The escalation followed Israeli strikes on facilities linked to Iran’s South Pars gas field and the onshore hub at Asaluyeh in Bushehr Province—a critical node in Iran’s energy system.

The strikes marked a departure from previous targeting patterns, hitting the economic core of Iran’s power rather than its military or nuclear assets.

Iranian officials warned that attacks on the country’s fuel and gas infrastructure would be met with retaliation across the region. Tehran said energy facilities in Qatar, Saudi Arabia and the United Arab Emirates could be targeted.

Saudi officials said air defenses intercepted incoming threats aimed at energy infrastructure, according to regional media reports, though details were limited.

Iran’s president, Masoud Pezeshkian, said he “strongly condemns” the attacks on the country’s energy infrastructure, warning that such actions would “complicate the situation” and could lead to “uncontrollable consequences that will affect the entire world.”

The widening confrontation has raised concerns that energy infrastructure across the Persian Gulf—and beyond—could become a primary battleground, with risks extending to global oil and gas markets.

Markets have already reacted. Wall Street ended sharply lower on Wednesday after the Federal Reserve held interest rates steady and signaled only a single rate cut this year, as officials assessed economic risks tied to surging oil prices and the expanding conflict.

Israeli officials have not publicly detailed the operation, but multiple reports suggested the strikes were carried out with US awareness, if not direct coordination.

For now, the immediate damage appears contained. But the sequence of events culminating in the diplomatic fallout between Tehran and Doha underscores how quickly the conflict is spilling beyond its original bounds.

Israel’s South Pars strikes push Iran conflict into energy war

Mar 18, 2026, 16:41 GMT
•
Umud Shokri

Israel’s strikes on Iran’s gas facilities mark a shift in the conflict from military confrontation to economic warfare centered on energy.

On March 18, Israeli strikes targeted facilities linked to South Pars and the onshore hub at Asaluyeh in Bushehr Province.

Qatar, which shares the reservoir, directly blamed Israel, while the United Arab Emirates branded the attack a "dangerous escalation" threatening global energy security.

Tehran responded with a swift call for the evacuation of energy infrastructure across the Persian Gulf, including in Qatar, Saudi Arabia and the United Arab Emirates.

South Pars is not simply another hydrocarbon asset. Together with Qatar’s North Dome, it forms the world’s largest natural gas field, holding an estimated 1,800 trillion cubic feet of gas and 50 billion barrels of condensate.

Iran’s share accounts for roughly 36 percent of its proven gas reserves and about 5.6 percent of global reserves, placing a central pillar of its economy at risk.

Asaluyeh serves as the operational core of this system, concentrating upstream, midstream and downstream infrastructure in a single coastal zone. Offshore production feeds into refineries, petrochemical complexes and export terminals that underpin Iran’s electricity generation, industrial base and energy exports.

This concentration creates both efficiency and vulnerability. A strike on Asaluyeh does not merely disrupt production; it threatens the entire value chain.

Positioned along the Persian Gulf and connected to export routes through the Strait of Hormuz, Asaluyeh sits at the intersection of production and transit. Any sustained disruption could compound supply shocks across global markets.

Israel has moved beyond military and nuclear assets to strike the economic core of Iran’s power, signaling a shift toward economic attrition in which energy systems become primary targets.

Iran’s response suggests escalation will not remain contained. Outlets linked to the Islamic Revolutionary Guard Corps have published lists of potential targets: Ras Laffan and Mesaieed in Qatar, the SAMREF refinery and Jubail petrochemical complex in Saudi Arabia, and the Al Hosn gas field in the United Arab Emirates.

The fallout is already visible. Iraq has reported a halt in Iranian gas supplies following the strike on South Pars, while Ras Laffan installations in Qatar are being evacuated.

The shared nature of the reservoir raises additional risks. Qatar’s North Dome underpins a significant share of global LNG supply to Europe and Asia. Instability on the Iranian side introduces concerns over reservoir management, operational safety and spillover effects.

Qatar’s swift condemnation reflects a clear calculation: escalation around the world’s largest gas field threatens global markets as much as regional stability.

The risks extend beyond the Gulf. Israel’s offshore gas fields—Leviathan, Tamar and Karish—are critical to domestic supply and regional exports and remain exposed to potential retaliation. Expanding the conflict to the Eastern Mediterranean would transform a regional confrontation into a multi-basin energy crisis.

The strike also exposes a strategic asymmetry. Israel has limited comparable domestic energy infrastructure vulnerable to direct retaliation, while Iran operates within a region where energy assets are densely clustered.

Tehran cannot easily mirror the strike, but it can impose costs across a wider regional system by targeting Gulf producers, shipping lanes or offshore infrastructure.

The choice of South Pars and Asaluyeh therefore reflects more than tactical targeting. It marks a deliberate shift toward pressure on economic systems and systemic vulnerability.

The immediate damage may prove limited. The strategic consequences are not. Once energy infrastructure becomes a battlefield, escalation thresholds shift, retaliation broadens, and interconnected energy systems become more fragile.

South Pars is not just a gas field; it anchors Iran’s economy and links directly to global energy markets. By placing it in the crosshairs, the conflict has entered a phase in which local strikes carry global consequences.

Spymaster Esmail Khatib killed: The man who turned dissent into espionage

Mar 18, 2026, 12:38 GMT
•
Arash Sohrabi

Esmail Khatib, killed in overnight strikes, mattered not because he ran spies but because he helped redraw the line between politics and security, turning dissent into an intelligence battlefield and recasting protest as hybrid war.

That was the frame Khatib laid out in a long interview published on Ali Khamenei’s website during the Woman, Life, Freedom uprising. It became more than rhetoric. It became a governing logic that collapsed protest, foreign media, activism and espionage into one threat map.

Khatib’s career made him unusually suited to that task.

Born in 1961 and trained in Qom, he rose through the Revolutionary Guards’ intelligence world, later ran the intelligence office in Qom, moved into the Supreme Leader’s protection orbit and then headed the judiciary’s protection and intelligence apparatus.

By the time Ebrahim Raisi made him intelligence minister in 2021, Khatib had passed through nearly every institution that mattered in the Islamic Republic’s coercive core: the Guards, the judiciary and the Supreme Leader’s household.

His retention in 2024 confirmed that his authority rested less on party politics than on trust from the system above elected government.

Under Khatib, the state increasingly treated social unrest as proof of foreign infiltration.

Protesters were not simply angry citizens. They were portrayed as nodes in an enemy network. Foreign-based Persian media were not just broadcasters. They were recast as operational arms of hostile states.

That logic also hardened into law.

Under his watch, the state broadened the definition of espionage and hostile collaboration, making it easier to turn contact, information-sharing, media work and loosely defined cooperation with enemy states or affiliated groups into national-security crimes.

The point was not only to punish spies. It was to widen the category of who could be treated like one.

The United States designated Khatib twice in September 2022, reflecting the breadth of his role across both overseas operations and domestic repression.

The Treasury first sanctioned him and the Intelligence Ministry over malicious cyber activity, including the disruption of Albanian government systems.

Later that month, it sanctioned him again, saying the ministry under his leadership had targeted human rights defenders, women’s rights activists, journalists, filmmakers and religious minorities, and had subjected detainees to torture in secret detention centers.

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Years of the gallows

The intelligence ministry did not sign every death sentence. But the execution surge is still part of the meaning of Khatib’s tenure, because it formed the climate in which his security doctrine operated.

In the four full calendar years after he took office, Iran carried out at least 4,000 executions: about 580 in 2022, 830 in 2023, 975 in 2024 and 1,900 in 2025.

Those numbers belong formally to the judiciary and the prison system.

Politically, though, they sit inside the same larger story: a state that answered dissent, insecurity and social fracture with a heavier reliance on coercion, exemplary punishment and fear.

Operations beyond Iran

Khatib was also important beyond Iran’s borders. The ministry he led was accused by Western governments of directing cyber operations, targeting dissidents abroad and helping run the wider machinery of transnational repression.

His significance, though, was not that he was publicly tied to every individual plot.

It was that he sat atop a ministry that linked classic espionage, cyber activity, surveillance of exiles and operational cooperation with Iran’s other security arms.

In that sense he was less a field commander than a system manager, overseeing one part of Iran’s long war against opponents at home and abroad.

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The glue

That coordinating role may be the most revealing part of his legacy.

Iran’s intelligence world is fragmented. The Intelligence Ministry, the IRGC Intelligence Organization, the judiciary and the Leader’s office all have their own stakes, rivalries and chains of command.

Khatib’s value was that he could move across those worlds.

He came from the Guards’ intelligence culture, served in the Leader’s protection orbit, worked closely with the judiciary and then ran the ministry that was supposed to give the system a more unified picture of the threat environment.

After the 2022 uprising, that became even more important.

The Islamic Republic needed its rival security organs to act less like competing fiefdoms and more like a single architecture.

Khatib helped provide that common language, one in which protest, activism, foreign media, exile politics, sabotage and espionage could all be placed on the same continuum of danger.

That is why Khatib mattered. He mattered because he helped normalize a broader idea: that almost any challenge to the Islamic Republic could be reclassified as infiltration.

In the end, that was his real achievement for the system he served. He helped make dissent legible as intelligence warfare.

Iranians defy crackdown at fire festival as Israel signals support

Mar 18, 2026, 11:15 GMT

Iranians across many cities took to the streets late Tuesday to celebrate Chaharshanbe Suri, defying warnings and attempted crackdowns by security forces as the country remains under sustained military pressure.

Videos sent to Iran International showed crowds gathering in Tehran, Karaj, Shiraz, Mashhad and other cities, lighting fires, dancing and chanting slogans, including “Javid Shah,” in apparent response to calls by exiled prince Reza Pahlavi to mark the pre-Islamic festival despite restrictions.

In several locations, including Chitgar in western Tehran and parts of Karaj, security forces were seen attempting to disperse gatherings, with footage showing police vehicles approaching crowds.

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But the celebrations persisted, with people singing patriotic songs such as “Ey Iran” and setting off fireworks in residential neighborhoods and public spaces.

Chaharshanbe Suri, traditionally held on the eve of last Wednesday of the Iranian calendar year, has long been viewed with suspicion by the Islamic Republic.

In recent years it has increasingly become a flashpoint for anti-government expression, particularly during periods of unrest.

This year’s celebrations unfolded against the backdrop of ongoing conflict and heightened security pressure, with reports of surveillance and efforts by authorities to deter gatherings.

Israeli support

“An unprecedented event took place last night, as Israeli drones targeted Basij and police patrols attempting to approach celebration sites,” an Israeli official told Iran International.

“For the first time, the people of Iran benefited from active support that paralyzed the repression apparatus and effectively provided an ‘air umbrella’ for the crowds,” the official said.

Israeli Prime Minister Benjamin Netanyahu had earlier signaled support, saying in a video message that Israeli forces were targeting what he described as “terrorist operatives” to enable Iranians to celebrate.

“Our aircraft are striking terrorist elements in city squares and intersections to allow the brave people of Iran to celebrate the fire festival,” he said. “Celebrate. Happy Nowruz. We are watching from above.”

Experts challenge claim behind Kent's resignation: Was Iran threat imminent?

Mar 18, 2026, 10:53 GMT
•
Negar Mojtahedi

The US counterterrorism chief’s resignation over the Iran war made waves in Washington, but his assertion that Tehran posed no imminent threat was swiftly challenged by officials and analysts.

In his resignation letter to President Trump Joe Kent wrote that “Iran posed no imminent threat to our nation” and accused the White House of going to war on behalf of Israel.

US officials pushed back quickly, with Press Secretary Karoline Leavitt saying Trump had evidence to support his decision to strike and House Speaker Mike Johnson questioning Kent’s information.

“I don't know where Joe Kent is getting this information, but he wasn't in those briefings,” Johnson said. “Had the president waited, we would have had mass casualties. That proposition at the end is clearly wrong.”

Director of National Intelligence Tulsi Gabbard also pushed back publicly, saying that the administration rejects the view that Iran posed no threat.

Kent resigned on Tuesday, saying he “cannot in good conscience” support the Trump administration’s war in Iran, and arguing the conflict had been driven by pressure from Israel and its supporters in the United States rather than an immediate security necessity.

President Trump dismissed him shortly afterward, calling it a “good thing” he stepped down and describing him as “very weak on security.”

'Kent’s claim contradicts years of warnings'

Analysts echoed that assessment.

“The fact of the matter is that Donald Trump, in his State of the Union address, said that Iran is a threat and Iran is thinking about directly attacking the United States. That's not Trump's imagination,” said Shayan Samii, a former US government appointee and Iranian-American analyst.

He pointed to Iran’s missile program and nuclear activity as further evidence.

“They bragged about having 60% enriched fuel, enough for eleven bombs. They told me and Jared [Kushner], ‘We're not gonna give you diplomatically what you couldn't take militarily,’” White House envoy Steve Witkoff said on March 8 alongside Trump aboard Air Force One.

Samii said such positions reinforced concerns that Iran was using diplomacy to buy time.

“They were saying, yes, we do have this material… why should we give [it] to you voluntarily?” he said.

More broadly, US security agencies have long warned that Iran poses a multifaceted threat, including cyberattacks on critical infrastructure, potential operations on US soil, drone capabilities and proxy attacks across the Middle East.

The FBI has also warned law enforcement in California of possible retaliation linked to the war, including the risk of Iranian drone activity targeting the US West Coast, according to an alert reviewed by ABC News.

Kent’s claim has also drawn emotional backlash from those directly affected by Iranian-linked violence.

“My husband, Alan, was killed by Iranian proxies in Iraq. And now, after decades, the fight is finally leading back to the number one state sponsor of terrorism in the world,” a Gold Star widow wrote on X.

“You understood it when it was your loss. Now you’re minimizing it when it’s mine. You don’t get to redefine this war just because it’s not your grief anymore.”

Questions over access, motive and past ties

Against that backdrop, questions have also emerged about Kent’s access to intelligence and the motivations behind his position as well as his past political associations.

A senior administration official told Fox News Kent was “a known leaker” who had been cut out of presidential intelligence briefings months earlier and excluded from Iran-related planning – raising doubts about whether he had access to the information he was disputing.

“He has a history of white supremacism,” Jake Wallis Simons, host of the Brink podcast and a columnist with The Telegraph, told Iran International, adding that Kent’s background should be considered when evaluating his position.

Open-source reporting reviewed by Iran International shows Kent faced criticism during his political campaigns over engagement with white nationalist figures.

According to The Forward, he sought support from white nationalist Nick Fuentes and made comments describing American culture as “anti-white,” though Kent has said he disagrees with some of those views.

Stephen F. Hayes of The Dispatch reported that Kent’s former campaign manager acknowledged in texts that he had sent racist and antisemitic messages, and that a senior adviser attended a conference hosted by Fuentes.

Warren Kinsella, a former special assistant to Canadian Prime Minister Jean Chrétien, said opposition to the war in some cases reflects ideology rather than security realities.

“Kent is an example of that,” Kinsella said. “The war is defensible on any number of grounds… the fact that Iran is the world’s leading sponsor of terrorism. This was the right thing to do.”

He added that Kent’s past associations had long raised concerns.

“Kent had long had associations with white supremacist and neo-Nazi groups,” he said. “He was widely seen as a national security risk and only got through Senate scrutiny by the skin of his teeth.”

As head of the National Counterterrorism Center, Kent oversaw the agency responsible for analyzing terrorist threats – making his assertion that Iran posed no imminent danger particularly consequential.