15 October 2026

Iran’s Theory of Victory

Foreign Affairs | Narges Bajoghli, Vali Nasr

Tehran believes it can defeat the United States and secure great-power status by inflicting sustained pain on American forces and energy markets. Despite months of U.S.-Israeli bombardments, naval blockades, and the assassination of former Supreme Leader Ali Khamenei, the Iranian government has not collapsed. Instead, aggressive U.S. rhetoric and military actions have generated a powerful surge in Iranian nationalism, subverting domestic dissent and unifying the population against Washington.

Newly empowered hard-liners, including National Security Adviser Mohsen Rezaei, operate alongside moderates such as President Masoud Pezeshkian, with both factions united in rejecting capitulation and demanding a return to the lapsed June memorandum of understanding. Iranian forces continue to target U.S. military assets across the region, successfully forcing Washington to relocate aircraft and logistical hubs. By maintaining economic resilience through domestic adaptation and weaponizing its strategic position near the Strait of Hormuz, Iran aims to coerce the United States into withdrawing troops from the Persian Gulf and lifting all economic sanctions.

Comment

Iranian maritime operations in the Strait of Hormuz demonstrate how asymmetric coastal denial doctrine can systematically disrupt regional logistics without requiring parity in conventional fleet power. By leveraging shore-based anti-ship cruise missiles and fast-attack craft, the Islamic Revolutionary Guard Corps Navy forces Washington to rely on protracted sea lines of communication radiating from the central Indian Ocean.

Strategic Question for Discussion
How does the reliance on distributed logistics hubs in Jordan and the central Indian Ocean alter the sustainment timeline for U.S. strike packages operating against targets in the Persian Gulf?
The available evidence points toward significantly extended sortie turnaround times and heightened strain on aerial refueling fleets. This geographic dispersion degrades the responsiveness of theater deterrence architectures.
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