How the Iran-Israel war could impact Iran, the US, and Netanyahu

If this moment feels especially ominous, it’s not just the headlines. Israeli strikes on Iranian targets have now drawn in direct US military support, sharply raising the prospect of a full-blown regional war. To some, this escalation appears justified—a necessary deterrent to Tehran’s nuclear ambitions. But even that rationale falters under scrutiny. America’s own intelligence community recently told Congress that Iran is neither close to building a nuclear weapon nor actively trying to. The alarm bells may be ringing, but they’re not grounded in new facts.

That makes the broader context all the more troubling. This conflict doesn’t exist in isolation; it’s unfolding in a Middle East already frayed by years of proxy wars, failed peace deals, and volatile realignments. Consider Saudi Arabia’s diplomatic tilt toward China, or Turkey’s renewed regional assertiveness. A wider war with Iran risks collapsing what remains of regional stability, drawing in militia groups, non-state actors, and governments from Beirut to Baghdad. The battlefield wouldn’t be confined to Iran’s borders—it would spill into fragile states already teetering.

For Washington, the echoes of history are deafening. From Vietnam to Iraq, the US has a record of plunging into conflicts that were supposed to be brief and morally unambiguous, only to emerge mired in open-ended wars with high costs and murky gains. The Middle East, in particular, has served as the proving ground for American hubris—where lofty goals often meet harsh realities, and credibility bleeds out faster than public support.

Timing couldn’t be worse. The US moves toward confrontation just as domestic trust in institutions continues to erode. Polarization is rampant. Support for Israel, once a political given, now fractures along age and ideological lines. Meanwhile, Iran’s regime—repressive as it may be—has long survived by framing itself as a victim of imperialist aggression. A foreign attack only strengthens that narrative and, with it, the hardliners in power.

So the question, in hindsight, won’t be who launched the first missile, but who escalated with full knowledge of the risks—and to what end. Strip away the rhetoric, and what remains is not a battle over nuclear weapons but a struggle over dominance, image, and the ability to weaponize fear.

While headlines obsess over Iran’s theoretical path to nuclear arms, another truth goes largely unspoken: Israel already has them. Its undeclared arsenal is an open secret in international circles, but rarely acknowledged in public discourse. Meanwhile, Iran—still a signatory to the Nuclear Non-Proliferation Treaty—remains under the eye of international inspectors. Israel, by contrast, has never signed the treaty and does not allow external verification of its nuclear sites.

This asymmetry is not lost on the rest of the world. Among nations in the Global South, the perception is growing that Western powers enforce rules selectively—backing friendly regimes while punishing adversaries under the guise of international law. That sentiment breeds not just resentment, but strategic recalibration. Nations that once stayed neutral may begin hedging their bets elsewhere.

And then there’s the Iraq parallel. Talk of regime change and WMDs is all too familiar. The credibility gap that opened after the 2003 invasion has never fully healed, and another military intervention based on questionable intelligence could widen it into a chasm. Especially when there’s little evidence that bombing Iran would result in democratic reform. Far more likely is the opposite: a regime bolstered by nationalism, awash in new martyrs, and emboldened by survival.

In a conflict where military parity is impossible, survival becomes the measure of success. And Iran, with a history of absorbing catastrophic losses in the Iran-Iraq War, knows how to turn suffering into narrative power.

Choosing to escalate is not the same as being prepared to finish what’s been started. For US policymakers, that gap could become the defining problem of this confrontation. The political class may speak of decisive action, but the American public—scarred by Iraq and Afghanistan—no longer buys into war as a default solution.

Even within Trump’s own camp, foreign military adventures are now viewed with suspicion. The America First crowd isn’t eager to spend blood and treasure defending another country’s red lines. And while Trump once positioned himself as a reluctant warrior, recent domestic pressures may be pushing him to use force as a stage for strength. Whether that move earns him strategic leverage or political backlash remains uncertain.

Tehran, however, has already begun signaling its response: choke the world’s oil supply. With the Strait of Hormuz in its grip, Iran doesn’t need to match US or Israeli military might to make itself felt. Even a limited disruption to oil flows could jolt the global economy, drive up energy costs, and force nervous governments into damage control mode.

Implications:

1. Oil Shock Incoming
The mere threat of Iran restricting the Strait of Hormuz is enough to rattle markets. A third of the world’s seaborne oil moves through this narrow maritime chokepoint. Even temporary disruptions here could send crude prices soaring past $100 per barrel, setting off a ripple effect—higher shipping costs, pricier groceries, and more expensive electricity. For major importing nations like India, Japan, and many EU states, the economic strain could undo months of post-inflation recovery. Emerging markets would be hit even harder, with fiscal cushions already thin from pandemic-era spending.

2. A Dangerous Déjà Vu
The return of “regime change” rhetoric marks a troubling regression in global security thinking. After the failures of Iraq and Libya, most policy circles seemed to accept that toppling regimes without viable replacements is a recipe for instability. But the allure of quick fixes remains. Iran, however, is not a fractured tribal society—it is a functioning state with a cohesive national identity and security apparatus. Any attempt to destabilize it may not produce democratic reform, but instead usher in prolonged chaos or even a direct regional war with Hezbollah, Syria, or the Houthis entering the fray.

3. Moral High Ground, Lost
Western credibility hinges not just on power, but on perceived fairness. If Israel’s unacknowledged nuclear arsenal continues to be ignored while Iran is demonized for pursuing deterrence capabilities, the perception of double standards becomes entrenched. This matters. It affects everything from how non-aligned nations vote in the UN to how they choose sides in trade, tech, and defense partnerships. Already, China and Russia are using this inconsistency to pitch themselves as fairer alternatives to US-led order. The more the West appears selective in its enforcement of international norms, the faster its soft power erodes.

4. Escalation Risks Beyond the Region
This isn’t just a Middle East issue. Any prolonged confrontation will reverberate globally—through migration pressures, cyberattacks, supply chain volatility, and shifting alliances. NATO unity could fray under competing interests, while global focus on Ukraine or Taiwan could be diluted. In short, a localized strike could ignite a geopolitical firestorm that no one can fully contain.

This is not a moment for performative strength. It’s a test of strategic maturity. Bombs may flatten targets, but they don’t erase grievances—or history. The US, if it continues down this road, risks repeating the pattern of overreach and under-delivery that defined its 21st-century foreign policy. Iran, for all its internal repression, draws strength from resistance. Its survival instinct runs deep. If Israel and the US believed that escalation would bring regime collapse, they may have badly miscalculated. The war they’re inching toward won’t be short, clean, or popular. And when the dust settles, they may find themselves diplomatically isolated, economically burdened, and morally adrift. This isn’t about preventing war—it’s about preventing the kind of war no one knows how to end.