Friday, 7 August 2026

Iran is going to set new rules for the Strait of Hormuz reopening

It might seem as if a deal between Iran and Oman over the management and administration of the Strait of Hormuz is going to lead to the instant reopening of the chokepoint and a return to the flow of shipping to pre-Iran-war levels. No such luck. Tehran has a much broader concept in mind which will become clear very soon. To further humiliate President Trump, it looks like the Iranian negotiators want the reopening of the strait to be directly linked to every word in the now-maligned Memorandaum of Understanding signed by the US and Iran om June 17. That would mean the US agreeing to lift the naval blockade, allow full exporting of Iranian oil and the unfreezing of financial assets. Iran believes it to be in the ascendancy over the US, so the imminent Iran/Oman arrangement which is bound to include a facility for charging shipping companies for services rendered, will be dependent on a much broader deal with the US, before the strait is fully reopened. This will be the worst outcome for Trump and a huge victory for Tehran. How on earth did it get to this point?

Thursday, 6 August 2026

Ending Ukraine war was going to be Trump's legacy

Famously, Donald Trump promised to end the war in Ukraine within twenty-fours of taking office for the second time. Now, no one even suggests in Washington that the US president is even thinking about Russia and Ukraine, let alone banging heads together and getting a deal. Trump is totally focused on Iran and Hamas, and seems to have forgotten his pledge about the war in Ukraine. It's a war that has no end. Ukraine was doing quite well and is now almost daily hitting targets inside Russia, especially oil facilities of every kind to try and reduce the amount of revenue for Moscow to spend on the war. But Ukraine is running out of anti-defence missiles. So Russia is helping itself and striking Kyiv and other towns whenever it likes, killing Ukrainians. The US is also running out of Patriot interceptors, so Zelensky is not going to get any more from Trump, and will have to rely on Europe for some form of missile interceptors. But Europe doesn't have an abundance of these defensive weapons either. So poor Kyiv is going to suffer hits every night without the means to protect citizens. So, the war in Ukraine is not going to end soon. In fact, by the time Trump leaves office in January 2029, the war will still be going on, I predict, and the next president will have the job of trying to get negotiations going. One thing he won't promise is to end the war within twnety-four hours of taking office.

Wednesday, 5 August 2026

Iran and Oman will do a deal never mind Donald Trump

It doesn't seem to matter any more what Donald Trump says or threatens, the war is going to stop between the US and Iran with the following result: the Strait of Hormuz will be under the control of Iran on the north side and Oman on the south side and both will charge shipping companies "service fees", the half-ton of 60-per-cent-enriched uranium will remain in Iran, buried for the moment under piles of crumbled concrete and earth, the new regime in Tehran will survive and become evem more anti-US and anti-Israel and will continue to threaten the whole region, and Iran's ballistic missile production will keep going. Therefore, nothing, apart from a huge amount of damage to Iran's weapons infrastructure, navy and air defence systems, will have been achieved to ensure any form of lasting peace. Iran will remain the biggest threat to the Middle East and will claim a sort of victory over the US. It's difficult to see how Trump can engineer any other conclusion to this disastrous war.

Tuesday, 4 August 2026

Is Trump going to allow Iran to control the Strait of Hormuz?

The only talks gpoing on about Iran are the ones between Tehran and Oman about joint administration of the Strait of Hormuz. The focus is on Iran charging a service fee for ships entering the Gulf waterway through the Strait, and Oman charging a similar service fee for ships leaving the Gulf. It looks like Trump had this in mind when he called off the new round of bombing and said there was a deal in the offing. How dramatically things have changed. Not that long ago, Trump and Marco Rubio, his secretary of state and national security adviser, said the only way ahead was for the Strait to be totally opened and free of any kind of fee or toll. This was, after all, the situation before the war was started by the US and Israel. Now, five months later, the Iranians apoear to be on the brink of getting something which is both counter to international maritime law and to the wishes of the White House and every shipping company which uses the Gulf waterway. What an extraordinary and perilous change in circumstances. It's victory for Iran, however it is put by American officials. Now we'll have the Houthis in Yemen saying they want control of the strait linking the Red Sea and the Gulf of Aden, and China will be making demands about the Taiwan Strait etc etc. This is definitely the way things are going re Iran because Trump is so frustrated by the way the war has hit him back in the face that he wants an end to it whatever the deal looks like. It's seriously bad news. However, the only alternative is war and more war.

Monday, 3 August 2026

Trump has laid bare the limits of superpowerdom

Iran has been a much much tougher nut to crack than Iraq.The fact that Donald Trump has called off his latest planned mass aistrikes on Iran's power plants and bridges is not a sign of strength on his part but a confession of weakness. He can't defeat Iran or bring its rulers to their knees. The Tehran regime is sinply not going to back down from its absolute red line which is that in future and for eternity the Islamic Revolutionary Guard Corps is going to control the Strait of Hormuz, with or without sharing financial proceeds with Oman across the other side of the chokepoint. Trump said he stopped the strikes because Saudi Arabia and Qatar and Iran asked him to, in return for an imminent, almost-ready settlement deal. Whether Iran put in a call, we don't know. Iran denies it. And Iran has also denied that talks with the US are to renew this afternoon. In fact, the only talks going on have been between Iran and Oman, sorting out who gets what re the Strait of Hormuz to keep it open by way of charging every ship a fee for safe passage. So, there is no imminent deal to end the war. In fact, Iranian rulers, according to reports, have indicated to Trump that if he launches further strikes, they will just respond with widespread missile hits on energy plants across the Gulf region. In other words, Iran has called Trump's bluff. This mighty superpower has been found wanting. It's running out of missiles, both offensive and defensive ones, abd even if there was an inexaustible supply, which there isn't, the US would still not be able to defeat Iran which is a huge country run by people who enjoy war. This is a moment of true disaster for the US and for the US military. China will be grinning all the way to its arms factories.

Sunday, 2 August 2026

Trump calls off the new bombing raids

Keeping up with Donald Trump is like running a marathon where the final tape changes location every few minutes. You never know in which direction to go. Yesterday, Trump was definitely in bombing mood and mode. Today, he has had a change of mind. Something happened overnight which made him think maybe Iran would be sensible after all. I don't believe it, the sensible bit, but obviously the leaders of the Islamic Revolutionary Guard Corps read the runes and rang someone to plead for peace. Well, mot peace, but renewed peace talks. Whether anything comes of it we will have to see. But this brinkmanship diplomacy does work sometimes. Maybe the IRGC, basically the rules of Iran, believe it when Trump warned, as he does, that he was planning to destroy every energy plant and bridge and reduce Iran to a pile of rubble. Anyway, a lot of leaders took fright, not just the Iranian ones. Mohammed bin Salman, the de facto leader of Saudi Arabia, rang Trump and urged caution. Please, no escalation, he asked. Others, probably the Pakistanis, Qataris etc, also made phone calls. Trump is suggesting that the new talks will lead, or will have to lead, to the total unhindered reopening of the Strait of Hormuz and no nukes. And he wants the agreement to be rapidly concluded. It's fingers-crossed time for everyone, especially for Trump.

Saturday, 1 August 2026

Trump poised for more bombing

There has been a relatively quiet period for a few days but all the signs and signals in Washington are that Donald Trump wants to return to bombing Iran big time. He has been promising to knock out all of Iran's bridges and power plants and it might be on the cards for this coming week. Many of his advisers will be cautioning against it. For a start, it will be devastating for the Iranian people whom he promised to protect and help after the savage regime killed thousands of protesters in the streets of Iran's cities. But also, what will Iran's response be? It will inflame the whole of the Middle East. But Trump is getting more frustrated every hour as he sees the regime in Tehran staying resilient and unmoving. Perhaps Trump hopes that by warning of a massive bombardment in the comping days, the Iranian generals and mullahs will give in and start negotiating again.But if they don't and the bombing starts, no one, especially, Trump, will be able to predict the consequences.