Moscow proposed a quid pro quo to the U.S. under which the Kremlin would stop
sharing intelligence information with Iran, such as the precise coordinates of
U.S. military assets in the Middle East, if Washington ceased supplying Ukraine
with intel about Russia.
Two people familiar with the U.S.-Russia negotiations said that such a proposal
was made by Russian envoy Kirill Dmitriev to Trump administration envoys Steve
Witkoff and Jared Kushner during their meeting last week in Miami.
The U.S. rejected the proposal, the people added. They, like all other officials
cited in this article, were granted anonymity due to the sensitivity of the
discussions.
Nevertheless, the sheer existence of such a proposal has sparked concern among
European diplomats, who worry Moscow is trying to drive a wedge between Europe
and the U.S. at a critical moment for transatlantic relations.
U.S. President Donald Trump has voiced anger over the refusal of allies to send
warships in the Strait of Hormuz. On Friday, he lambasted his NATO allies as
“COWARDS“ and said: “we will REMEMBER!”
The White House declined to comment. The Russian Embassy in Washington did not
respond to a request for comment.
One EU diplomat called the Russian proposal “outrageous.” The suggested deal is
likely to fuel growing suspicions in Europe that the Witkoff-Dmitriev meetings
are not delivering concrete progress toward a peace agreement in Ukraine, but
are instead seen by Moscow as a chance to lure Washington into a deal between
the two powers that leaves Europe on the sidelines.
On Thursday, the Kremlin said that the U.S.-mediated Ukraine peace talks were
“on hold.”
Russia has made various proposals about Iran to the U.S., which has rejected
them all, another person familiar with the discussions said. This person said
the U.S. also rejected a proposal to move Iran’s enriched uranium to Russia,
which was first reported by Axios.
Russia has expanded intelligence-sharing and military cooperation with Iran
since the war started, a person briefed on the intelligence said. The Wall
Street Journal first reported the increase and wrote that Moscow is providing
satellite imagery and drone technology to help Tehran target U.S. forces in the
region. The Kremlin called that report “fake news.”
Trump hinted at a link between the intelligence-sharing with Iran and Ukraine
during a recent interview with Fox News, saying that Russian President Vladimir
Putin “might be helping them [Iran] a little bit, yeah, I guess, and he probably
thinks we’re helping Ukraine, right?”
The U.S. continues to share intelligence with Ukraine, even as it has reduced
other support. Washington briefly paused the exchanges last year after a
disastrous Oval Office meeting between Trump and Ukrainian President Volodymyr
Zelenskyy. That abrupt halt to U.S. intelligence sharing triggered a chaotic
scramble among allies and exposed deep tensions in the partnership with Kyiv.
One European diplomat sought to downplay the risk of the Russian proposal,
noting that French President Emmanuel Macron had said in January that
“two-thirds” of military intelligence for Ukraine is now provided by France.
Still, intelligence-sharing remains a last crucial pillar of American support
for Ukraine after the Trump administration stopped most of its financial and
military aid for Kyiv last year. Washington is still delivering weapons to
Ukraine but under a NATO-led program where allies pay the U.S. for arms.
Deliveries of critical air defense munitions, however, are under strain amid the
U.S.-Israel war with Iran.
Most recently, the Trump administration decided to ease sanctions on Russian oil
to alleviate pressure on oil markets, causing strong concern and criticism from
European leaders like German Chancellor Friedrich Merz.
Hans von der Burchard reported from Berlin, Felicia Schwartz and Diana Nerozzi
from Washington and Jacopo Barigazzi from Brussels.
Tag - Munitions
U.S. President Donald Trump did not commit to a definitive timeline for the war
in Iran, saying in a Friday interview that the fighting would end when he feels
it “in my bones.”
Trump told Fox News Radio that he didn’t think the war “would be long.” But he
suggested that only he will know when it will be over, saying the conflict will
end “when I feel it, feel it in my bones.”
The Trump administration has sent mixed signals on the length of the war, with
senior administration officials suggesting at times that the war could last
anywhere from days to months.
Trump on Friday said he expected the conflict to end soon but added that it
could also continue indefinitely if necessary. The president dismissed reports
that the U.S. was facing a munitions shortage.
“Nobody has the technology or the weapons that we have,” Trump told Fox News’
Brian Kilmeade. “We’re way ahead of schedule. Way ahead.” He later said the U.S.
had “virtually unlimited ammunition. We’re using it, we’re using it. We can go
forever.”
While the president suggested the decision to end the war will ultimately be
based on his personal judgment, he said he was consulting with senior advisers,
including Defense Secretary Pete Hegseth, Secretary of State Marco Rubio and
Vice President JD Vance.
“Operation Epic Fury will continue until President Trump, as Commander-in-Chief,
determines that the goals of Operation Epic Fury, including for Iran to no
longer pose a military threat, have been fully realized,” White House
spokesperson Anna Kelly said in a statement when asked for comment.
Earlier on Friday, Hegseth suggested victory was a certainty and attacked the
press for what he viewed as unfriendly media coverage about the war.
Trump also sought to downplay any economic ramifications of the conflict, saying
the U.S. economy was the greatest in the world and would “bounce right back, so
fast.”
The Trump administration has sought to quell concerns over rising oil and gas
prices after U.S.-Israeli military action against Iran began in February. The
war triggered the largest oil supply disruption in history and cost $11
billion in its first week, according to the Pentagon.
The president’s messaging around the run-up in crude prices has caused a
potential public relations nightmare for the oil industry.
“The United States is the largest Oil Producer in the World, by far, so when oil
prices go up, we make a lot of money,” Trump wrote Wednesday on Truth Social.
Top military officials warned the Pentagon unsuccessfully last year not to gut
oversight offices that limit risk to civilian casualties and investigate
responsibility for their deaths, such as the recent strike on an Iranian girls’
school that killed hundreds of children.
Then-Central Command chief Erik Kurilla and Joint Chiefs Chair Gen. C.Q. Brown
pushed Defense Secretary Pete Hegseth not to slash the Civilian Protection
Center of Excellence and other similar initiatives at American command posts,
according to Wes Bryant, the Pentagon’s former chief of civilian harm
assessments and two other people familiar with the matter.
Opponents of the move, which also included Adm. Christopher Grady — the former
vice chair of the Joint Chiefs — argued that the staff were critical to
preventing risks to civilian populations before U.S. strikes and to probing
deadly Pentagon attacks, according to the people, and would ultimately save
resources for military operations. Hegseth instead chose to reduce the number of
employees working on the issue from 200 to less than 40.
The high level of opposition to the cuts, which has not been previously
reported, hints at the tension between top military officials and their civilian
leader over the rules of engagement in combat, which the Pentagon chief has
called “stupid.” It also comes as preliminary reports suggest the U.S. may have
accidentally targeted the elementary school, which killed more than 170 students
and is the largest U.S.-led killing of civilians in decades.
“As it turns out, when you kill less civilians, you tend to be putting your
resources toward killing the enemy,” said Bryant, who served in the Biden and
Trump administrations. “When they spend weeks or longer tracking some guy and
then finally killing him, and then realize he’s just an aid worker, look at all
those resources they spent, all that time, the funding, wasted munitions too,
and assets wasted on the wrong person.”
The revelation of previous backlash also follows Hegseth’s announcement this
week that he would further cut the lawyers who advise commanders of an
operation’s legality, known as judge advocate generals. He already fired many of
those Army, Navy, and Air Force lawyers in the first days of the administration.
The decision to dismantle the civilian casualty offices could intensify
criticism as more details emerge about the school struck next to an Islamic
Revolutionary Guard Corps base in the opening hours of the U.S.-Israeli
operation. Democrats have used the incident to call for Hegseth’s resignation.
Kurilla, who later became one of the Pentagon’s point people for U.S. military
strikes against Iran’s nuclear program in June 2025, sent a classified memo up
the Defense Department’s chain of command opposing the cuts, according to one of
the people. The person, like others interviewed, was granted anonymity out of
fear of retribution.
But the Pentagon center and similar offices at the combatant commands were
slashed by more than 90 percent, according to a current and former official, and
a person familiar with the effort. Central Command’s branch that examines
potential civilian harm was slashed from 10 people to just one.
Joint Special Operations Command, which oversees the ongoing attacks against
alleged drug runners off the Venezuelan coast, had its civilian harm office
eliminated entirely.
The special operations command, which was then led by Vice Adm. Frank Bradley,
also pushed back on the cuts, according to the people.
U.S. Central Command declined to comment. U.S. Special Operations Command, which
Bradley leads, and the Joint Chiefs of Staff did not respond to requests for
comment.
The Defense Department’s civilian harm offices are “undergoing a strategic
reassessment to inform its future reorganization” the Pentagon said in a
statement, with the aim of integrating the functions directly into the combatant
commands. “The department continues to recognize the importance of civilian harm
mitigation and remains confident in our military’s ability to strike with
precision while minimizing civilian casualties.”
Brown, who was fired by Hegseth in February 2025, said he had “nothing to
provide” and added that the decision was made after his ouster.
Kurilla did not respond to requests for comment. Grady could not be reached for
comment.
The renewed attention to the gutted offices comes as the conflict nears its
third week with no clear end date. Hegseth said Friday at a press
conference that the new Iranian leader, Mojtaba Khamenei, is “wounded and likely
disfigured” and portrayed the war as largely contained.
Iran’s effort to block the Strait of Hormuz, through which about a fifth of the
world’s oil flows through, was “something we are dealing with” Hegseth said. “No
quarter, no mercy for our enemies.”
The Pentagon continues to build up forces in the Middle East and is moving
additional Marines and warships to the region, according to a defense official.
They should arrive in the coming days from the Pacific. The Wall Street Journal
first reported the deployment.
Hegseth’s comments followed the death of six American service members whose
refueling plane collided with another aircraft in western Iraq. At least 13 U.S.
troops have died in the war and according to Iran’s ambassador to the United
Nations, Amir Saeid Iravani, more than a thousand Iranians.
Tensions within the Pentagon over the gutted offices are likely to continue.
“I do know that there are people, not a small amount of people inside the
Pentagon itself, that are behind [civilian harm mitigation and response],” said
Bryant, the former official.
“It said ‘civilian protection,’ and that’s woke,” Bryant said, referencing
Hegseth’s efforts to root out diversity and equity programs he believes
undermines the military’s core missions. “Ultimately, it was going to be cut.”
The war in Iran is tearing through the Pentagon’s budget at nearly $1 billion a
day, but lawmakers are in no rush to approve more money for the Trump
administration’s expanding Middle East conflict.
Top Republicans say the White House hasn’t made the case that it’s facing any
financial difficulties with the war, so don’t feel pressure to boost the
Pentagon’s $1 trillion budget. And Democrats are unlikely to support the plan at
all, which would make securing the votes to pass a supplemental package an
uphill climb.
That leaves the White House with a difficult task, particularly in a fraught
midterm election year. Administration officials will have to spend significant
time and political capital to push through a hugely expensive supplemental
spending bill — for a war that’s largely unpopular with the American people —
even as the administration tries to burnish its affordability bona fides. And
the sluggish timetable means any extra Iran war money likely runs into the
president’s plans to supersize the defense budget next year.
“I don’t think there is any urgency at this moment,” said Sen. John
Boozman (R-Ark.), a member of the Senate Appropriations Committee’s defense
panel. “The urgency is in starting to educate Congress as to why we need a
supplemental at all. Once we do that, it’ll make passing it easier.”
Senate Armed Services Chair Roger Wicker (R-Miss.) said the supplemental package
“is still coming together” and won’t arrive on Capitol Hill until the end of the
month at the earliest.
But Congress won’t act on it right away, he said. And key appropriators said it
could take weeks — or months — to get the funding request passed.
Fellow appropriator Sen. Jerry Moran (R-Kan.) said he is anxious to get
lawmakers reviewing the supplemental request, but predicted that passage “will
not happen quickly.”
He pointed to the Pentagon’s massive funding package approved last year as
evidence that the military won’t face financial problems anytime soon. “Even if
the department doesn’t need the money right away, it would be good for Congress
to have oversight on how it is being spent there,” Moran said.
Acting Pentagon budget chief Jay Hurst said Thursday that $11 billion is a
“ballpark number” for just the first week of the military campaign against Iran.
Once Congress does begin to weigh the proposal, Senate Democrats have a veto of
their own on the legislation — if they can stick together. At least seven
Democratic senators are needed to reach the chamber’s 60-vote threshold to
advance major bills, meaning a unified caucus can block additional funding.
And at least one Republican, Sen. Rand Paul of Kentucky, said he would oppose
any Iran supplemental. He said he is hearing from farmers in his state impacted
by rising oil costs that stem from the war — and thinks Congress should be
focused on domestic issues.
“I’m against borrowing money from China to finance the war in the Middle East,”
Paul said. “We’ve got a lot of problems in our country that we need to fix.”
Paul’s opposition means Senate Majority Leader John Thune would need at least
eight Democrats to cross party lines on the issue. But most Democrats say
they’re not going to endorse more money for a war they oppose, particularly
after the Pentagon received an extra $150 billion last year as part of the
GOP-passed budget reconciliation measure.
“There will be broad resistance in the Democratic Caucus to allowing a
supplemental to serve as a back door authorization of war, because the president
has still never given an address to the nation explaining this conflict,” said
Sen. Chris Coons of Delaware, the top Democrat on the panel that controls
Pentagon spending.
But time may not be on the administration’s side. Recent polls show Americans
are skeptical of the war. President Donald Trump’s MAGA base is concerned about
taking the focus off domestic issues. And the costs are mounting at a blistering
pace as American forces use high-priced munitions and engage in thousands of
hours of strikes with gas-guzzling aircraft.
Senate Armed Services ranking member Sen. Jack Reed (D-R.I.) said the chances
for passing a multibillion-dollar supplemental depend on the war’s economic
impact and battlefield success at the time of the vote.
“A lot of it depends upon the environment,” he said. “If we’re still seeing
incredible increases in gas prices and we’re seeing the conflict getting more
costly, particularly in terms of casualties, I think people will be very
reluctant.”
Sen. Thom Tillis (R-N.C.) acknowledged the potential for a political fight, but
also said Congress can’t simply push a supplemental bill for Iran off
indefinitely.
“We’re there, and we have to sustain it,” he said. “The last thing we want to do
is not have the resources to keep the region as settled as possible when you
have 40,000 personnel there on a full-time basis.”
The U.S. spent about $11 billion last week on the Iran war, a Pentagon official
said Thursday, offering the first public estimate of the conflict’s cost — and
one Democratic lawmakers insist is much higher.
Jules Hurst III, the Defense Department’s acting comptroller, said the figure
was a “ballpark number” during a defense summit in Washington. His office is
working on a more comprehensive figure for a supplemental budget request, he
said, which the Pentagon plans to submit to the White House and Congress in the
coming days.
“We’re looking to make sure we make the right investments and capabilities,”
Hurst said. “So it’s not just replacing things, but buying new things too.”
That total, for comparison, is nearly enough to build a new naval warship, such
as the Ford-class aircraft carrier.
The Pentagon has given lawmakers preliminary estimates of operational costs,
such as munitions expenditures and flight costs, he said, declining to go into
specifics.
Lawmakers have said they expect the Iran supplemental request to reach at least
$50 billion, based on their conversations with administration officials. The
White House and Pentagon have not confirmed that number.
The administration also hasn’t set a firm end date for military operations in
Iran. Trump has said the operation could last for four weeks or more, but
Defense Secretary Pete Hegseth has refused to place a timeline on the missions.
Outside analysts have offered varying estimates on the expense of Operation Epic
Fury, which enters its third week on Saturday. An analysis from the nonpartisan
Center for Strategic and International Security put the cost of the first 100
hours of air and naval strikes at $3.7 billion. The conservative American
Enterprise Institute has calculated the operational costs so far at between
$11.2 billion and $14.5 billion.
Sen. Chris Coons (D-Del.), ranking member of the Senate Appropriations
Committee’s defense panel, was among the Democrats who doubted that figure was
high enough.
“I don’t know whether that also includes all the operational costs of the ships,
planes, fuel, staff time,” he said. “If they were to come back to us and say,
‘This is how much we have spent on this operation,’ it would have to include
months of preparation and deployment, as well as munition stockpile restoration,
magazine refilling, as well as operating costs.”
The war with Iran is sucking up expensive U.S. air defense munitions that
Ukraine desperately needs, putting future deliveries at risk and threatening
Kyiv’s ability to counter Russian ballistic missile attacks.
The U.S. and Gulf allies have burned through hundreds of Patriot missiles
shooting down Iranian ballistic missiles and attack drones, eating up stockpiles
that might have gone to Ukraine. The dynamic has put the Trump administration’s
expanding war against the Iranian regime in direct conflict with Kyiv’s reliance
on contracts for U.S.-made air defenses, according to interviews with 10 top
European officials and two U.S. lawmakers.
Those allies fear that Russia will seize the initiative by attempting to lay
waste to more of Ukraine’s civilian infrastructure and try to move the front
lines while the U.S. and Europe are distracted with a separate war — and
stockpile concerns — of their own.
“If [Vladimir] Putin was feeling any pressure to negotiate before, and it’s not
clear he was, it’s gone for now,” said a EU official. “The U.S. is distracted
and burning through some of the weapons Europe wants to purchase for Ukraine. …
It’s a very gloomy scenario.”
Ukrainian President Volodymyr Zelenskyy on Wednesday warned of impending
shortages.
The overall deficit of missiles for Patriot systems “is not because of this war
in the Middle East,” Zelenskyy told WELT, part of the Axel Springer Global
Reporters Network, which includes POLITICO. But “this war will have [an]
influence on decreasing the number of missiles, decreasing the opportunity to
get more missiles” for Ukraine.
The scale of attacks against American and allied forces in the Gulf is beyond
anything seen in decades.
The United Arab Emirates’ defense ministry said Tuesday that Iran had launched
1,475 drones, 262 ballistic missiles and eight cruise missiles at the country
since the war began, many of which were met with U.S.-made Patriot and Terminal
High Altitude Area Defense missiles. More than 1,600 of those drones and
missiles were brought down — underscoring the intensity of the air defense fire.
A Bloomberg Intelligence report estimated that the U.S. and its partners in the
region have fired as many as 1,000 PAC-3 Patriot interceptors at Iranian
missiles and drones since the start of the war, a number that dwarfs the
replacement rate for the expensive — and hard to produce — weapon.
The missiles take months to manufacture, and the war in Ukraine has led to
allies across the globe rushing to put in new orders. Lockheed Martin agreed in
January to triple its production of Patriot missiles — in part due to demands
from the Trump administration — going from about 600 annually in 2025 to 2,000
to meet exploding worldwide demand.
But it will take several years for the company’s factories to expand capacity
sufficiently to meet any new requirements.
“There’s a lot of confusion on that question, of what the priorities are going
to be for Ukraine versus the Middle East, and specifically, how long and how
high the demands are for these munitions,” said U.S. Sen Richard Blumenthal, a
Connecticut Democrat and Ukraine ally. “Europeans are frustrated that we’re not
more forthcoming in terms of our production capacity, and that the difficulty of
ramping up production is used as an excuse for failing to provide more.”
In the years before conflicts erupted in Europe and the Middle East, the U.S.
only produced about 270 Patriot missiles a year, according to the Center for
Strategic and International Studies. Industry has a long way to go before it can
meet expected demand.
“It goes without saying that Ukraine will be affected as the U.S. will
prioritize national needs” in the coming months, an official from a NATO country
said. The official, like others in this story, was granted anonymity to discuss
sensitive national defense issues.
One German official said that “sluggish” deliveries of weapons to Ukraine in
November and December have significantly contributed to the destruction of
Ukraine’s energy infrastructure. And that could just be the start.
“The worry is that [Donald] Trump will break agreements, withhold supplies, and
that Putin will ruthlessly exploit this,” the official said.
Allies also are increasingly concerned about skyrocketing prices for
sought-after American weapons.
“Some prices of weapon systems are clearly doubled,” said a second official from
a NATO country. “That’s the ballpark and degree of price issues we are having.”
Beyond the near-term scramble for air defenses, Europeans are worried that the
broader Ukrainian arms pipeline could be in jeopardy as U.S. forces — and their
allies — expand their arsenals amid escalating conflict in the Middle East.
The U.S. and NATO set up the Prioritized Ukraine Requirements List, or PURL,
last year as a way to keep weapons flowing into Ukraine, including helping Kyiv
procure much-needed Patriot air defense interceptors.
The Trump administration stopped American military aid for Ukraine last year,
and PURL has served as a way to keep the spigot open. It allows European
countries to buy American equipment and then donate it to Kyiv.
Finnish defense secretary Antti Häkkänen said his government has “emphasized
there has to be some kind of a European industry pillar, and Ukrainian pillar,”
that would allow some manufacturing to move from the U.S. to the continent so
Ukraine can quickly get what it needs.
Stefanie Bolzen at WELT, Joe Gould and Eli Stokols contributed to this report.
Republicans on Capitol Hill are preparing to confront a staggering price tag for
the war in the Middle East after closed-door briefings this week detailed the
rapid consumption of expensive munitions and the lack of any firm deadline for
the end of the military campaign.
Asked how much the Iran offensive would cost, House Appropriations Chair Tom
Cole (R-Okla.) didn’t sugarcoat it.
“A lot,” he replied.
Senior Republicans privately expect President Donald Trump’s administration to
request tens of billions of dollars for the Middle East conflict and other
military needs from Congress in the coming days, with some GOP lawmakers hearing
estimates that the Pentagon is spending as much as $2 billion a day on the war.
Three F-15E jets shot down by friendly fire in Kuwait are estimated to cost $100
million alone. But Trump officials in private briefings have declined to give
lawmakers any specific numbers, according to six congressional Republicans
granted anonymity to describe the internal discussions.
A White House request for supplemental funding could further balloon once it
hits Capitol Hill, according to four other people with direct knowledge of the
matter. Farm-state Republicans want an additional $15 billion in tariff relief
for farmers, while others float adding tens of billions of dollars in wildfire
aid to get enough Democratic support to pass the massive bill.
The prospect of a growing new spending measure has GOP leaders bracing for a
messy internal fight, with fiscal hawks who have long decried “forever wars” and
bloated Pentagon budgets deeply unsettled by some of the cost estimates flying
around on Capitol Hill. At the very least, some are planning to demand
offsetting spending cuts.
“I haven’t seen any specifics … but if it’s unpaid-for, I generally have an
issue,” Rep. Russ Fulcher (R-Idaho) said.
Another House Republican granted anonymity to describe the conversations among
GOP hard-liners said, “It’s not a ‘hell no,’ but it should be offset somehow.”
The topic is now looming over next week’s House Republican policy retreat, which
kicks off Monday with a speech from Trump at the president’s resort in Doral,
Florida. If the administration sends its formal funding request in the coming
days, House GOP leaders will be forced to confront the issue head on.
At least some are expressing unqualified early support for any administration
request. House Foreign Affairs Chair Brian Mast (R-Fla.), for instance, said in
an interview this week he is ready to support an emergency funding bill spending
tens of billions of dollars on the Iran operation alone.
That sentiment could be challenged by the congressional Republicans who
are privately wary of the open-ended timeline and shifting rationales for the
war. One House Republican recently remarked that Trump’s pledge to do “whatever”
it takes, including entertaining boots on the ground, sounded like “President
Lyndon Johnson going into Vietnam.”
Rep. Ryan Mackenzie, a vulnerable Pennsylvania Republican, noted that “as much
as we need to neutralize their capabilities to continue to attack us, we do also
need to make sure that we don’t get dragged into a forever war.”
Asked in an interview if Congress is ready to approve a $50 billion Pentagon
funding package, Speaker Mike Johnson replied that he didn’t know the specific
number yet but Congress would pass the bill “when it’s appropriate and get it
right.”
“We’re waiting on the White House and [the Pentagon] to let us know, but we have
an open dialogue about it,” Johnson said.
House Majority Leader Steve Scalise, who is attuned to the spending concerns
among the fiscal hawks inside the GOP ranks, demurred when asked about the
potential for a $50 billion package.
“We’re still just in the first few days of this conflict, and there’s no ask yet
from the Department of War for a supplemental,” Scalise said in an interview
Wednesday.
He referenced the laborious talks ahead: “When that time comes, we’ll obviously
have very serious conversations, because it’s important that the Department of
War have the tools they need to keep America safe.”
A bigger potential headache is brewing for Johnson as members of his conference
debate whether additional military funding should go in a much-discussed but
long-shot budget reconciliation bill. That could move to Trump’s desk along
party lines without Democratic support, but only if Republicans are almost
completely unified.
House Budget Chair Jodey Arrington (R-Texas) said in an interview this week he
expected the chamber to move forward on an initial emergency funding bill but
that a second filibuster-skirting megabill could contain additional Pentagon
spending, along with some possible offsetting cuts.
“It’s not just for the current conflict,” Arrington said. “There are things that
need to be retooled fundamentally at the Defense Department, and the president’s
team is making a really good case for that.”
Rep. Ralph Norman, one GOP hard-liner who has objected in the past to big
Pentagon budgets, now says he would “absolutely” support a $50 billion bill
without offsets.
“I don’t like it, but with what this president’s doing with income — the GDP is
increasing, the money he’s bringing in for other investments — to handicap him
on that, that’s a problem,” said Norman, who is running for South Carolina
governor and seeking Trump’s support.
In the Senate, some GOP appropriators are cautioning that any war funding bill
will be a big lift — and warning the administration to get specific, and fast.
Sen. Lisa Murkowski (R-Alaska), a senior member of the Defense Appropriations
subcommittee, said the “administration should not be taking anything for
granted.”
“If they come to us at the end of the month and say, ‘This is what we want, and
basically, deliver the votes’ … it’s not a winning strategy, in my view,” she
said. “You’ve got to start making the case.”
Katherine Tully-McManus and Jennifer Scholtes contributed to this report.
American allies are watching in disbelief as the Pentagon reroutes weapon
shipments to aid the Iran war, angry and scared that arms the U.S. demanded they
buy will never reach them.
European nations that have struggled to rebuild arsenals after sending weapons
to Ukraine fear they won’t be able to ward off a Russian attack. Asian allies,
startled by America’s rate of fire, question whether it could embolden China and
North Korea. And even in the Middle East, countries aren’t clear if they will
get air defenses from the U.S. for future priorities.
Nearly a dozen officials in allied nations in Asia and Europe say they can’t
win. The Trump administration has put them under extreme political pressure to
raise defense budgets and buy American weapons — from air defense interceptors
to guided bombs — only to quickly burn through those munitions in a war of its
own.
“It shouldn’t be a secret to anyone that the munitions that have been and will
be fired are the ones that everybody needs to acquire in large numbers,” said
one northern European official.
Weapons production is a complex process that takes years of planning and runs
through a supply chain riddled with bottlenecks. Trump’s reassurances that the
U.S. has a “virtually unlimited supply” of munitions to fight Iran has done
little to soothe allies’ fears.
“It is very frustrating, the words are not matching the deeds,” said an Eastern
European official, who like others interviewed, was granted anonymity to speak
candidly. “It is pretty clear to everyone that the U.S. will put their own,
Taiwan’s, Israel’s, and hemisphere priorities before Europe.”
The joint U.S.-Israel war, officials warn, could accelerate the distancing
between America and its allies when it comes to defense. The European Union
already has approved rules to favor its own arms-makers over American
contractors — risking tens, if not hundreds of billions in future U.S. sales.
Even major companies, such as the German drone-maker Helsing are touting
“European sovereignty.” Poland, a longtime American ally, has bought tanks and
artillery from South Korea instead of U.S. contractors such as General Dynamics.
It’s been a wake-up call for officials in Asia and Europe who once took Pentagon
arms sales for granted.
“The Europeans still live in a dream world in which the U.S. is a gigantic
Walmart, where you buy the stuff and you get it immediately, and that is simply
not true,” said Camille Grand, a former top NATO official who now heads the
Brussels-based Aerospace, Security and Defence Industries Association of Europe.
Allies in the Pacific — where China has built the world’s largest Navy and now
has missiles that can attack American troops on Guam — are worried that the
Pentagon will run out of ammunition in Iran and won’t have any left to deter a
war in Asia.
“It’s natural that the longer the conflict, the more urgent the supply of
munitions and its inevitable for the U.S. to mobilize its foreign assets to
maintain the operation,” said a Washington-based Asian diplomat, who warned it
would affect “readiness” in the region.
The fears of depleted weapons stockpiles extend to the U.S., where some Pentagon
officials are warning about the state of the military’s munitions stockpiles,
according to a congressional aide and two other people familiar with the
dynamic.
Defense Department officials warned Congress this week that the U.S. military
was expending “an enormous amount” of munitions in the conflict, according to
two of the people familiar with the conversations.
The congressional aide briefed by the Pentagon said the U.S. was using precision
strike missiles and cutting-edge interceptors in “scary high” numbers despite
the Iranian military’s relative weakness. The weapons also include Tomahawk
land-attack missiles, Patriot PAC-3 and ship-launched air defenses fired by the
Navy.
“The idea of doing a larger campaign with Iran was not on anyone’s mathematical
bingo card as we were looking at munitions implications,” said a former defense
official. “I struggle to see a way that layering on the Iran element makes the
math problem get any better.”
The Pentagon referred questions to the White House.
Anna Kelly, a White House spokesperson, said Iran’s retaliatory ballistic
missile attacks had fallen by 90 percent because of U.S. strikes. “President
Trump is in close contact with our partners in Europe and the Middle East, and
the terrorist Iranian regime’s attacks on its neighbors prove how imperative it
was that President Trump eliminate this threat to our country and our allies,”
she said.
But some defense hawks in Congress are worried. Sen. Mitch McConnell (R-Ky.)
warned Wednesday on the Senate floor that the military is “not prepared” to
deter aggression from both Russia and China at once due to the munitions
shortfall.
McConnell did not reply to a request for comment.
Trump said in a social media post that he met with defense executives on Friday,
including Boeing, Northrop Grumman, RTX, and Lockheed, who agreed to quadruple
their production of “Exquisite Class” weapons. He did not explain which systems
that entailed or how the U.S. planned to rapidly build factories, hire workers
and increase weapons production.
Some allies worried about weapons are hoping that’s more than an empty promise.
“It seems that U.S. defense primes are still challenged to produce at the speed
of demand,” said Giedrimas Jeglinskas, a Lithuanian member of Parliament who is
also a former deputy Defense minister. “We welcome any effort by the
administration to incentivize defense companies to get into war mode of
production.”
Others cautioned that the defense industrial base can’t be turned on with a
switch to start mass producing the sophisticated missiles and air defenses that
the U.S. and its allies desperately need.
“There’s always this idea that there is a world in which we just have to go
World War II,” said Grand, the former NATO official. “But [in] World War II,
producing Sherman tanks was pretty close to producing tractor engines. Producing
a Patriot is not pretty close to producing a Tesla.”
Paul McLeary contributed to this report.
The State Department is adding resources to evacuate stranded Americans in the
Middle East, and the Pentagon is scrambling to increase the number of U.S.
troops gathering intelligence for operations — the latest indications that the
Trump administration was not fully prepared for the broader war it is now
facing.
Amid criticism that the administration has been too slow to alert U.S. citizens
that they should leave or help those then caught in the maelstrom, the State
Department is sending extra staff to Athens to aid U.S. citizens, according to a
current and former department official familiar with consular issues.
A State Department official familiar with the process said Wednesday morning
that the top leaders in the department had taken charge of the evacuation
operation, much of which would typically be handled by consular and bureau
officials.
U.S. Central Command, meanwhile, is asking the Pentagon to send more military
intelligence officers to its headquarters in Tampa, Florida, to support
operations against Iran for at least 100 days but likely through September,
according to a notification obtained by POLITICO.
It’s the first known call for additional intelligence personnel for the Iran war
by the administration, and a sign the Pentagon is already allocating funding for
operations that may stretch long beyond President Donald Trump’s initial
four-week timeline for the conflict.
The rush to add people and resources to support efforts that are often organized
well in advance of U.S. military action highlights how the Trump team had not
fully anticipated the wide fallout of the war it launched alongside Israel on
Saturday.
“What we’ve seen is a completely ad hoc operation where it appeared that nobody
actually understood or believed that military action was imminent,” said Gerald
Feierstein, a former senior U.S. diplomat who dealt with the Middle East. “It
seems like they woke up on Saturday morning and decided that they were going to
start a war.”
The U.S. executed a massive and multi-pronged operation with Israel that
targeted Iranian security infrastructure and killed off the country’s supreme
leader and other top officials. But American and Israeli officials have not yet
articulated a clear end goal for the operation. Trump and his aides also have
struggled to offer solid reasons why the strikes had to happen now.
Iran has retaliated by firing on U.S. and other targets across the Middle East.
At least six U.S. troops died at port in Kuwait, raising questions about whether
their facility had been fortified well enough against the apparent drone strike.
Some U.S. diplomatic facilities have also been struck, and concerns are rising
that the U.S. and its Middle East allies could run low on munitions.
Several of the people interviewed for this article were granted anonymity
because the issue is sensitive and in some cases they were not authorized to
speak publicly.
The Pentagon is also trying to ship more air defenses to the region, especially
smaller, less expensive counter-drone systems that the department has been
developing over the last several years, a U.S. official said.
The strike that killed the American troops is of particular concern for war
planners because it came from a relatively cheap Shahed drone that can often fly
below existing radars. The U.S. is, at least right now, using missiles that cost
as much as several million dollars to defeat the drones, which cost a fraction
of that. Iran has thousands of such drones in its stockpiles, and dozens of them
have already punched their way through existing air defenses.
Many of the counter drones the U.S. could respond with have not been used in
combat, the official added, since American forces have not faced a drone threat
this pervasive up to this point.
The Pentagon did not immediately respond to a request for comment.
But the limited preparation to assist Americans wanting to leave the region has
had the most immediate impact.
While at least two U.S. embassies — in Lebanon and Israel — began sending staff
and their families out in the final days before the strikes, most diplomatic
missions in the region did not make such moves until after the war began.
It also was Monday before the State Department issued its first major alert to
Americans, urging them to “depart now” from 14 countries in the region. By that
point, it was hard to get a ticket out because airspace closures had led to
numerous canceled flights. The department has since expanded its alerts and
evacuations to at least two other countries, Cyprus and Pakistan.
“It’s been a complete dereliction of duty,” said Jeffrey Feltman, a former U.S.
ambassador to Lebanon who oversaw the evacuation of thousands of American
citizens from that country in 2006. “Iran is a menace without question, but
there was no imminent threat to us, and yet [Trump has] left thousands, perhaps
hundreds of thousands of Americans in harm’s way without planning how to get
them out.”
The State Department official familiar with the process said relatively few
people at the department had been read in on the war plans. That may have
contributed to the challenges on evacuation orders and travel alerts, the
official acknowledged. The goal is to stabilize the situation as quickly as
possible.
That includes staffing up in Athens, and potentially additional places if the
crisis worsens. The additional staff can help Americans who arrive on charter or
other flights if they need to renew their passports, loans to help them buy
tickets or even temporary lodging, the current and former State Department
official familiar with consular issues said.
The State Department said in a statement that a 24-7 task force set up Saturday
morning had helped more than 6,500 Americans abroad with guidance on security
and travel options. State also noted it had issued travel alerts to Americans
about the region starting in January, though those alerts were relatively
routine for a region with many turbulent spots.
Dylan Johnson, the assistant secretary of State for global public affairs, wrote
on X Wednesday morning that since Feb. 28, the day the war began, “over 17,500
American citizens have returned to the United States from the Middle East.” But
that number appeared to include many Americans who’d left without any assistance
from the State Department.
White House spokesperson Karoline Leavitt said Wednesday that the president had
told regional leaders “that we expect their help” in getting Americans home.
“The administration is already rapidly chartering flights free of charge and
booking commercial options, which we expect to become increasingly available as
time goes on and the success of this mission further comes to fruition,” she
said. The White House did not immediately respond to a request for comment about
its broader preparations for the impact of a spreading war in the Middle East.
The Trump administration has, in general, cut back the number of people involved
in its national security policymaking process and reduced the meetings that
would normally loop in many departments and agencies. Aside from Rubio and a
handful of his top aides, much of the State Department has been left in the dark
about many key decisions. Rubio also serves as national security adviser,
meaning he spends much of his time at the White House.
Still, current and former U.S. diplomats pointed out that the possibility the
U.S. would go to war in the Middle East was not exactly a secret.
The administration spent weeks dramatically ramping up its military presence in
the region and issuing warnings to Iran. So people at the State Department,
including political appointees in the consular affairs bureau, should have known
to reduce embassy staffing and urged Americans to leave the region many days or
weeks ago, some argued.
“There was no reason not to prepare staff departure plans as this was ongoing,
particularly since the Defense Department knew the likely Iranian military
responses,” the former State Department official familiar with consular services
said. “They also could have started messaging to the region about the fluid
security situation.”
Democrats have seized on the evacuation debacle to lambast the Trump
administration. It was something of a reversal: Republicans ripped the Biden
administration over its handling of the evacuation of Americans and Afghan
allies in the final days of the U.S. withdrawal from Afghanistan in 2021.
Sen. Chris Coons (D-Del.) called for oversight hearings on the State
Department’s alleged failure to plan for aiding Americans in the region.
“A core function of our foreign policy is to keep Americans safe,” Coons said in
a statement. “Thus far, the president’s response to this reckless incompetence
has simply been ‘that’s the way it is.’”
In a letter shared with POLITICO, Democrats on the Senate Foreign Relations
Committee urged Rubio on Wednesday to “take more concrete steps to facilitate
the departure” of American citizens and embassy personnel now in harm’s way amid
the widening conflict.
The lawmakers want Rubio to explain by Friday how decisions are being made about
which countries require departures and what criteria determine the use of
charter planes versus the need for military aircraft. They also asked what
alternative evacuation options are being considered amid frequent airspace
closures, among other efforts. The letter was spearheaded by Sen. Tammy
Duckworth (D-Ill.).
Several governors, including California’s Gavin Newsom, New York’s Kathy Hochul
and Illinois’ JB Pritzker, have also been communicating with State Department
staffers to get updates on Americans stranded in the region as the governors
field calls from panicked residents.
Governors’ staff questioned what the administration is doing to bring Americans
back, including whether charter or military aircraft are being considered,
according to a person familiar with the discussions.
“Americans are stranded abroad, and we all have a responsibility to do
everything in our power to safely get them home,” Pritzker wrote in a letter to
Rubio on Wednesday.
Daniella Cheslow, Oriana Pawlyk, Cheyanne Daniels, Shia Kapos, Nick Reisman and
Jeremy B. White contributed to this report.
President Donald Trump once won the loyalty of his base by promising no new
wars. That promise now rings hollow for many, especially after his decision to
strike Iran last week.
Since the attacks began Saturday, six U.S. service members have been killed. Oil
prices are rising. Gulf states are fielding Iranian counterattacks. It is a
striking escalation by a president who seems increasingly emboldened by a series
of successful military attacks since his return to the Oval Office.
As the Middle East tumbles into uncertainty, it’s unclear what the
administration’s endgame is, who Iran’s next successor could be or even when the
war might end. To get a better understanding of how things might unfold, we
convened a roundtable of top POLITICO reporters who cover the White House and
Trump’s foreign policy — and have been closely following the administration’s
moves. The discussion featured defense reporter Paul McLeary, White House
reporter Diana Nerozzi, diplomatic correspondent Felicia Schwartz and energy
reporter James Bikales.
The group discussed the United States’ diminishing weapons stockpile, responses
from ally countries and the political implications of starting yet another war
in the Middle East eight months before the midterm elections.
Here’s what they shared.
This conversation has been edited for length and clarity.
Eight months ago, the U.S. struck Iran, and here we are again. What’s different
about the administration in 2026 and the recent attacks it is carrying out now?
Paul McLeary: Unlike the first Trump administration, which was filled with
people he didn’t know or trust, this time around it is stacked with Trump
loyalists who have a good understanding of how he operates. They’re moving fast
on international issues because they know his time is limited by the midterms
and are embracing the fact that presidents may be constrained by courts and
Congress at home, but can act as they see fit overseas.
Felicia Schwartz: I think they are also very inspired by past successes. At the
end of Trump’s first term, he killed Islamic Revolutionary Guard Corps leader
Qassem Soleimani — something the so-called foreign policy blob and regional
allies warned would inflame the Middle East. He got the same feedback about his
plans to recognize Jerusalem as Israel’s capital and move the embassy, which he
did in 2018 without major blowback. Add to that what he and his team see as the
success of the Venezuela operation, and you have a very emboldened president who
likes to wield power militarily.
Diana Nerozzi: I agree. Trump is facing his last term as president and is
feeling inspired by his successful capture of Maduro. The administration sees
Iran as the number one sponsor of global terror, and taking out the Iranian
government cripples their connections with foreign adversaries like Russia and
China. Trump has spoken about his desire to leave a global mark and foreign
policy legacy, and regime change in Iran would contribute to that greatly.
James Bikales: On the energy side of things, the administration feels it has a
little more leeway to act in ways that could disrupt the global oil market
because the U.S. has cemented its place as a net crude exporter in the last few
years. That’s helped keep oil prices lower and more stable since Trump took
office, even with the conflicts in the Middle East and Venezuela. On the other
hand, Trump has been laser-focused on keeping gas prices low — and the attack on
Iran certainly won’t help with that.
On that note, James, how soon are gas prices going to be affected by the
conflict? What’s the worst-case scenario, and how would that occur?
Bikales: It really depends on how long this conflict lasts. The main issue
driving up oil prices has been the disruptions to shipping through the Strait of
Hormuz, where 20 percent of global crude flows pass through every day. We’ve
already seen oil prices jump significantly over the past few days as a result,
and it won’t be long until that starts showing up for American consumers at the
gas pump. Some analysts have predicted that if the conflict lasts more than
three or four weeks, we could see triple-digit oil prices — which would be a
major shock to the system and have a lot of cascading effects.
Diana, the administration’s messaging has been muddled, with officials offering
a range of rationales for starting the war now, from nuclear weapons to Iran’s
crackdown on democracy to payback for the 1979 hostage crisis. Why has the
administration’s messaging been so haphazard?
Nerozzi: The reason for the apparent mixed messages is the variety of voices who
are speaking on the rationale. There is the president, who has been very open to
reporters’ questions, but with that openness comes a lot of different answers.
Then there is Marco Rubio, Pete Hegseth and other administration officials. The
reason is all of those combined. But more immediately, the administration argues
the attacks were launched because of the refusal of Iran to negotiate honestly
about nuclear weapons. Two administration officials went into detail yesterday
about how the Iranians were “playing games” in negotiations, were really hiding
nuclear material further underground, and were not going to come to the table
honestly. That, coupled with the crackdown on protests and Iran’s hostile
actions towards the U.S. over the past decades, pushed Trump over the edge.
McLeary: The Iran attacks are also another way to undo what Republicans see as
the signature disaster of the Obama years — the Joint Comprehensive Plan of
Action deal with Iran. Trump has made it a priority to unwind virtually
everything that Obama and Biden pushed through during their terms.
Schwartz: I thought it was interesting that the administration chose not to go
on the Sunday shows or do the usual things like a live prime-time address to
justify the action to the nation. Seemed like they acted first, then worked on
the messaging. And it’s shifted as Congress, the public and the Republican base
have reacted to it. Secretary Rubio, for example, said that the U.S. assessed
that its assets in the Middle East would be attacked if Israel were to go ahead,
and Israel was planning to go ahead, so it may as well join. But the perception
that Israel dragged Trump into war hasn’t played well.
Felicia and Diana, do we know who has influenced Trump most on Iran? Is it
someone in the administration, like Rubio or Hegseth? Or is it someone outside,
like Israeli Prime Minister Benjamin Netanyahu?
Schwartz: Our reporting and that of our colleagues suggest that Netanyahu did
have a big influence. Sen. Lindsay Graham, a longtime Iran hawk, has been
pressing Trump on this since he returned to office. I think the Venezuela
success, that there was a model for something resembling regime change, helped
to push him over the line. The U.S. Ambassador to Israel Mike Huckabee was also
a strong proponent. On top of that, while there were not many other loud
cheerleaders, none of the national security team was lobbying hard against it.
Nerozzi: The administration has been very careful to not reveal who exactly is
in Trump’s ear on Iran. Trump has a very close relationship with Netanyahu, and
the U.S. has been working side-by-side with Israel on the attacks, so the prime
minister did play a role. But I believe Trump had his sights set on Iran from
the beginning, and the actions of the Iranians in the negotiations and killing
protesters made Trump irate enough to pull the trigger.
Who are the top succession candidates in Iran right now? Does the White House
have its eye on anyone, especially since Trump has said the people the
administration had in mind were killed in the strikes?
Schwartz: While the situation is still fluid, the son of the now deceased
Ayatollah Ali Khamenei has emerged as a frontrunner to replace his father. His
son, Mojtaba Khamenei, is known for having close ties to Iran’s Revolutionary
Guards Corps. Other candidates that have emerged include Alireza Arafi, part of
the current transition council named in the elder Khamenei’s absence, and Seyed
Hassan Khomeini, the grandson of Ayatollah Ruhollah Khomeini, the leader of the
1979 Iranian revolution that established the Islamic Republic.
The administration and Israel are hoping that by targeting Iranian security
forces and regime targets, they can create the conditions for a different kind
of government to take the place of the current system. But the regime still
controls the military and the weapons, so that is very unlikely.
Nerozzi: Trump has refused to say whether the U.S. has anyone in mind as a
successor, which leads me to believe they are not in that point of thinking
quite yet. He said he is open to Reza Pahlavi in response to a reporter’s
question. But the general response from the administration has been that the
leaders they had in mind have been killed, and that the main focus right now is
to take out the Iranian military.
Some Pentagon officials were worried about dwindling weapons stockpiles even
before the attack. Paul, at what point could this deplete munitions enough to
make the U.S. more vulnerable?
McLeary: The munitions being used are expensive and take months to make, and
while the stockpiles are deep, they’re not unlimited as Trump and Hegseth have
indicated over the past several days. There’s little capacity for the defense
industry to ramp up production any time soon — workforce issues and thin supply
chains make a quick ramp-up almost impossible.
The U.S. can handle a campaign like this for several weeks before it becomes a
major issue. The worry is that precision bombs meant to be sold to allies would
suffer first, if the Pentagon wanted to redirect them back to its own
warehouses. That could cause a major break with key NATO allies who are already
looking for alternatives to the U.S. defense industry.
European allies don’t seem sure what to think about this war. Do you think they
will oppose it, sit on the sidelines or eventually get behind it, Felicia?
And how are U.S. allies in the Middle East responding? Is there some discomfort
among Arab states with being on the same side of a war as Israel?
Schwartz: No one in Europe is sad to see the death of Ayatollah Ali Khamenei,
and many governments there share Washington’s concerns about Iran’s nuclear
program, ballistic missiles and support for regional proxies. They would have
preferred to see the U.S. deal with this diplomatically, as these governments
are generally more cautious than Trump is, and they are closer to Iran than we
are and might feel the fallout more quickly.
That being said, once Iran responded so forcefully and began hitting civilian
targets throughout the Gulf, where many European citizens live and do business
and many countries have military assets, they have generally supported the U.S.
campaign.
As for the Middle East, their discomfort isn’t about being on the same side as
Israel. Many of these countries have had strong intelligence and military
relationships with Israel for years, drawn together by the common threat of
Iran. Some countries, like the UAE and Bahrain, have formalized and publicized
these ties. Their unease is that Iran is targeting their people and
infrastructure, and they worry about their own ability to defend themselves in a
prolonged war. Unlike Israel, which has sirens and shelters, these countries
don’t have any warning systems or protections for the public. And they are
worried about their own air defense supplies.
Nerozzi: In the Middle East, Iran striking neighboring Arab nations could be an
opportunity for the U.S. to form stronger alliances with those who were critical
of the strikes on Iran. The Arab nations are being brought into the war via the
Iranian counterstrikes, and the Gulf states are finding themselves being
directly impacted by Iran.
Bikales: European countries are also very concerned about the impact of the war
on energy prices — they remember well the impacts of the price shock after
Russia’s invasion of Ukraine just a few years ago. We’ve already seen natural
gas prices skyrocket in parts of Europe after Qatar shut down some of its LNG
export facilities, so that’s just another reason Europe wants this fighting over
quickly.
But Trump has said the military campaign against Iran could last four to five
weeks, even longer. Does the U.S. have an endgame? If so, what is it?
Nerozzi: Trump gave the four-to-five-week deadline. Today, Pete Hegseth said,
“We are just getting started.” There is no stated endgame 100 percent, but
Hegseth said the U.S. and Israel are targeting Iranian military generals and are
“finding, fixing and finishing the missiles and defense industrial base of the
Iranian military.” At the end of the day, the U.S. has been firm that they don’t
want to see Iran acquire a nuclear weapon, so the end may come when they feel
satisfied enough with the destruction of the Iranian military and their enriched
uranium.
McLeary: Defense officials have so far outlined tactical successes and goals
like taking out the Iranian Navy and ballistic missile sites and nuclear
facilities, but we haven’t heard anything about the “day after” if the Iranian
regime is to collapse. Destroying the Iranian ability to strike outside its
borders is a goal, but without a larger strategic vision of what they want Iran
to look like going forward, those goals don’t necessarily solve the larger
issues of having a hostile regime in power in Tehran.
Schwartz: When Trump first announced the campaign, he talked about regime
change. That’s now more of a nice-to-have. As the administration has refined its
message, officials have described Iran’s ballistic and other advanced missiles
as a shield that it is building up rapidly and would eventually prevent the U.S.
from doing anything about its nuclear program. So they want to eliminate Iran’s
missile program, destroy its navy so it can’t harass American and other vessels
at sea and end their support for proxies. But in terms of what should Iran look
like next year, what role should it play in the region and other long-term
strategic objectives, those are unclear. And while the regime is at its weakest
point, it continues to have a monopoly on weapons and violence. That will be
hard for the U.S. to destroy from the air.
On Diana’s point about enriched uranium, that is another one they have not
really spelled out how they will address. They did what they could militarily to
target Iran’s nuclear program last June. All of Iran’s enriched uranium is
buried under rubble. I think on that point, they want to pressure Iran to do
what it hasn’t so far accepted: commit to zero enrichment and ship all of its
remaining enriched material out of the country.
Bikales: We’ve reported that the Trump administration went into the conflict
with little plan to deal with the ensuing oil price spike. Essentially, they
hoped the conflict would be over quickly, and prices would fall back naturally.
In the last couple of days, they’ve had to scramble to start putting together a
plan to calm the markets.
In some ways, that gives Iran an opening. Tehran knows that President Trump is
very focused on lowering prices at the pump, especially ahead of the midterms,
so it could use oil prices as leverage to force his hand in potentially ending
the war.
James, speaking of oil, Iran has said it has closed the Strait of Hormuz. Is
that possible? And what are the implications of making it challenging to travel
through? Is there a workaround?
Bikales: The short answer is no. Iran has fairly limited naval capabilities,
especially after the initial wave of U.S. strikes, so it hasn’t mined or
physically closed the strait in any way. That being said, it has warned ships
not to try to transit it, and it has fired on some tankers, which has led
insurance companies to cancel coverage and hike rates, essentially bringing
traffic through the strait to a halt.
The Trump administration announced a plan Tuesday to offer naval escorts and
government risk insurance to those tankers, and we will be watching in the
coming days whether that gets shipping moving again.
One important thing to note: Iran itself exports much of the crude it produces
through the Strait of Hormuz, so shutting it down could hurt its own economy —
as well as that of its primary customer, China.
Schwartz: I am very curious to see how the market will react to the government
provision of insurance for ships, and whether it will make a real dent, given
the environment.
Bikales: It’s certainly a creative strategy from a U.S. perspective, but even
with insurance, I’m not sure I would want my ship trying to transit the Strait
of Hormuz right now if I were a ship owner.
McLeary: Iran does possess the capability to mine the Strait or use drones to
harass ships passing through it. If they launched a drone swarm at an American
warship, it would be difficult for the ship’s air defenses to knock multiple
drones down at once. So the situation remains incredibly dangerous and
uncertain.
Paul, the White House has pushed back on the language around this military
operation. Is the U.S. in a war? And how does this military campaign in Iran
affect Trump’s avowed goal of focusing more on the Western Hemisphere, like
Venezuela and Cuba?
Schwartz: Time to cue the meme, it’s only a war if it’s from the war region of
France.
McLeary: The war question is much like the Department of Defense rebranding
itself as the Department of War! Call it what you want, but shooting at another
country is an act of war, full stop.
As far as the Western Hemisphere goes, the USS Gerald R. Ford carrier strike
group — which was pulled from the Mediterranean in October to head to the
Caribbean — is back in the Mediterranean, along with its destroyer escort ships.
One can argue that those ships were never needed to intercept speedboats, but
one can also argue that moving the ships away from the Caribbean undercuts the
recently released National Defense Strategy and National Security Strategy,
which gave scant attention to the Middle East in favor of the Western Hemisphere
and a homeland security focus. In the end, strategy papers are just that —
pieces of paper — once a president casts his gaze elsewhere.
Schwartz: There are 50,000 American troops in the Middle East right now, and six
have died so far. And Trump has told us to expect more of that. I think the
average person sees this as a war, whatever the administration wants to call it.
This all means a lot is at stake for the GOP right now: Trump’s approval ratings
are poor, the attacks are fairly unpopular and midterms are coming. How do you
think this will play out politically for Republicans? Democrats?
Nerozzi: Polls are showing that the majority of Americans disapprove of the
strikes, but a large majority of Republicans, around 75 percent, are in support.
The GOP is going into the midterms with a disadvantage due to being the
incumbent. The outcome of the war in the next few months may sway public opinion
to be more in favor of the war, but it could also push voters away, especially
if things go south. Trump will have to deliver internationally and domestically
for Republicans to surge ahead and keep both the Senate and House.
Schwartz: Voters rarely vote primarily on foreign policy, but drawn-out wars or
the rising prices from them contribute heavily to the vibes leading into the
election and how people feel about the direction of the country. If Trump can
keep this to a few weeks and the fallout minimal, maybe it will be a blip that
won’t carry through to the midterms. It could also present Democrats with an
opportunity to curry favor with voters if gas prices climb further upward and
inflation gets worse as a result.
McLeary: War is always unpredictable. Americans tend to rally around the flag in
times of conflict, even if we haven’t seen that happen yet in the case of Iran.
Part of the reason is that the White House simply hasn’t bothered to make the
case to the American people. That said, think back to George W. Bush winning
re-election in 2004 when Iraq was going terribly and dozens of troops were being
killed by roadside bombs every month while fighting — yes — Iranian-backed Iraqi
militias. A lot will depend on how quickly Trump can get out of the fight. I
don’t sense a lot of patience for a long war launched by a president who
campaigned on “no new wars.”
Bikales: President Trump has made energy affordability a key piece of his
message heading into the midterms — in fact, just a few hours ahead of the
strikes, he was in Corpus Christi, Texas, touting record U.S. oil production and
lower prices at the pump.
Democrats see an opening on that issue now with Iran, and they’ve already
launched attacks that Trump is more focused on foreign wars than keeping energy
prices down. So far, Republicans have largely dismissed those concerns, saying
that prices will fall back naturally. But even if global crude prices fall, gas
prices tend to be slower to recover — and we’re only eight months from the
midterms.