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President Trump’s decision to go to war with Iran has exposed a fundamental strategic contradiction: the U.S. has reinforced its dependence on fossil fuels while simultaneously triggering a conflict in the world’s most critical energy chokepoint, the Strait of Hormuz, without a credible plan to manage the consequences.

A Self-Inflicted Energy Shock
A photo illustration of the Strait of Hormuz on a laptop screen. AFP

Middle East War: Statistics

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Attacks

Casualties

Middle East War: Statistics

Select a country

Attacks

Casualties

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 US, in coordination with Israel, has launched a major military operation against Iran, striking multiple targets across the country. President Trump on Saturday evening announced that Iran’s Supreme Leader, Ayatollah Ali Khamenei, had been killed in the course of the operation — a claim formally confirmed by Iranian authorities on Sunday morning.

The updated U.S. National Defense Strategy (NDS) marks the most consequential reordering of U.S. commitments since the late Cold War. It replaces the implicit post-1945 contract with a conditional model in which Washington concentrates on homeland security, hemispheric control, and the Indo-Pacific as the primary external theater.

The Supreme Court’s landmark ruling striking down President Trump’s tariffs goes beyond dismantling a central pillar of the administration’s trade policy. It also significantly constrains the executive branch’s ability to impose tariffs unilaterally, shifts authority in tariff decision-making back to Congress and alters the strategic calculus of U.S. economic statecraft.

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 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.

NATO’s role in the Arctic has undergone a dramatic transformation, shifting from a Norwegian policy of “High North, Low Tension”—designed to promote regional stability and cooperation with Russia after the Cold War—to one of strategic necessity. Yet NATO’s expanding political commitments have outpaced its actual capacity to sustain forces in extreme latitudes.

Energy facilities are no longer merely potential targets in the ongoing conflict; they have emerged as a mutual strategic pressure tool between Washington and Tehran. As threats on energy infrastructure are exchanged, an escalation trajectory is emerging, with risks extending beyond the military arena to global energy security.

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Eagle Intelligence Reports
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