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Regardless of how the U.S.–Israeli war on Iran ends, its conclusion is unlikely to produce stability. Instead, it will mark the beginning of a more complex and dangerous phase for the Gulf states—one defined by unresolved threats, volatile wartime objectives, and deep strategic uncertainty. It is a historically unprecedented test for the region.

The Gulf After War: Risk Begins
A wrecked car near damaged buildings after an Iranian drone was intercepted in Bahrain. Reuters

Middle East War: Statistics

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Middle East War: Statistics

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Attacks

Casualties

Regional crises function as strategic signaling events within the global system characterized by intensifying multipolar competition. When major powers become directly involved in regional conflicts, their military actions and escalation decisions generate signals that are closely observed by other states assessing the broader balance of power.

On the morning of February 28, 2026, America went to war. Not in the way it has gone to war in the modern era—with congressional authorization, lengthy intelligence briefings, and months of public debate—but with an eight-minute video posted on Truth Social. Bombs fell on Iran before most Americans had finished their morning coffee.

The United States does not suffer from a lack of power, but from a growing inability to convert military superiority into lasting credibility across multiple theaters at once. The gap between the ability to hit and the ability to shape outcomes has become structural, emerging wherever American commitments come under sustained pressure.

Intensified competition and distrust among the great powers—manifested in regional wars and a stalled arms control environment—have increased the possibility of renewed nuclear testing. There are indications that China, Russia, or the US might resume yield-producing tests of nuclear weapons—or have already done so—despite the collective self-imposed moratorium on such tests.

For decades, NATO operated under a predictable security architecture, with the United States providing a high-tech arsenal for European allies. However, the war in Ukraine has exposed the brittle nature of Western industrial production capacity and the costs of US hardware. Amid this, a new “K-Defense” wave is reshaping the alliance’s procurement strategy.

Since assuming office in January 2025, President Donald Trump has attempted to fulfill his campaign promise to end the Russia–Ukraine war. While the administration has made significant progress toward a settlement, negotiations remain stalled over the Donbas region and the Russian-occupied Zaporizhzhia nuclear power plant.

The diplomatic rupture between Spain and the United States is not merely a discrete dispute over language but the visible edge of a deeper contest over the legitimacy of the U.S.-led campaign against Iran, the limits of allied acquiescence, and the extent to which economic coercion can substitute for consensus-building in alliance management.

The Ukrainian political and military system stands at a critical juncture, as rival factions risk deepening internal divisions. Recent developments suggest that President Zelensky’s appointment of former military intelligence chief Kyrylo Budanov as chief of staff was not merely an administrative change. It marked the beginning of a subtle but consequential redistribution of power.

What began as a U.S.–Israeli military operation against Iran has rapidly morphed into an open-ended regional crisis, recalibrating global priorities amid rapid escalation and growing repercussions. A month into the war, the deepening crisis has cast its shadow on various arenas, from maritime disruptions, soaring energy prices to declining LNG supply.

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