Bulwark Takes
Bulwark Takes
March 15, 2026

Iran War Consequences: Will Epic Fury be an Epic Failure? (w/ Robert Kagan) | Bulwark on Sunday

Quick Read

Robert Kagan details how the ongoing Iran war has fractured US alliances, empowered adversaries like Russia and China, and left the US facing a critical, high-stakes decision on long-term military commitment in the Middle East.
The war has driven a deep wedge between the US and its European and Asian allies, who feel disregarded and strategically disadvantaged.
Russia is significantly benefiting from increased oil revenues due to the conflict, while Ukraine's defense is weakened by diverted US resources.
The US faces a critical choice: commit to a massive, long-term military presence in the Middle East or risk regional chaos and further global instability.

Summary

Robert Kagan, a foreign policy historian and analyst, discusses the profound geopolitical repercussions of the ongoing Iran war. He argues that the war has significantly widened the wedge between the United States and its traditional allies in Europe and Asia, while simultaneously providing a lifeline to Russia through increased oil revenues and diverting crucial US military assets from other theaters. Kagan highlights Europe's existential threat from Russia, making the Iran war a strategic disaster for them due to skyrocketing oil prices and the depletion of US weaponry vital for Ukraine. In Asia, Japan's oil dependence and the redeployment of US forces, critical for Taiwan's defense, have severely impacted allies. China, rather than being deterred, may be encouraged by the US's cautious approach and resource diversion. Middle Eastern Gulf States, initially against the war, now question US protection capabilities as their economic diversification efforts are jeopardized. Kagan emphasizes that the US faces a stark choice: commit to a long-term, large-scale military presence to sustain any gains or withdraw, risking regional chaos and undermining its global standing. He also raises concerns about the war's potential domestic ramifications, including the suppression of media and dissent.
This analysis reveals the immediate and far-reaching strategic costs of the Iran war, demonstrating how unilateral US action can destabilize global alliances, empower rivals, and create new vulnerabilities. It underscores the critical decision facing the US regarding its long-term commitment in the Middle East and highlights the potential for domestic political exploitation of foreign conflicts, impacting democratic norms and freedoms.

Takeaways

  • The Iran war has alienated US allies in Europe and Asia, who were not consulted and are now facing severe economic and security repercussions.
  • Europe views the war as a strategic disaster, as it empowers Russia through higher oil prices and depletes US military aid crucial for Ukraine's defense.
  • Asian allies like Japan are critically impacted by oil price spikes and the diversion of US forces essential for regional stability and Taiwan's defense.
  • China may be encouraged, not deterred, by the US's cautious approach and resource strain, questioning US resolve in a potential Taiwan contingency.
  • Middle Eastern Gulf States, initially against the war, now doubt US protection capabilities, potentially turning towards China as a more reliable partner.
  • The US is at a 'fork in the road,' needing to choose between a massive, long-term military commitment in the Middle East or a withdrawal that risks widespread chaos.
  • The war's domestic implications include potential for media suppression and the classification of anti-war protests as 'domestic terrorism.'

Insights

1Iran War Fractures US Alliances and Empowers Adversaries

The Iran war has significantly deepened the divide between the United States and its traditional allies in Europe and Asia. European nations, facing an existential threat from Russian aggression, view the war as a strategic disaster. It has led to skyrocketing oil prices, which directly benefit Russia by providing billions for its war chest, and has diverted critical US weaponry, like Patriot interceptors, away from Ukraine. Asian allies, particularly Japan, are highly dependent on Middle East oil and were not consulted, experiencing severe economic damage. Crucial US forces, including the 31st Marine Expeditionary Unit, have been redeployed from the Western Pacific to the Middle East, weakening deterrence against potential Chinese aggression.

Kagan states the war has 'drive a deeper wedge between the United States and pretty much all of its allies' (). He notes the war provides Putin with 'tens of billions of dollars' () and burns through 'major stocks of weaponry and particularly Patriot and other forms of interceptors' () needed by Ukraine. Japan's 95% oil dependence on the Middle East and the redeployment of forces 'critical to any response to a Chinese attack on on Taiwan' () are cited.

2China and Gulf States Re-evaluate US Reliability

The war's impact on China and Middle Eastern Gulf States suggests a re-evaluation of US reliability. China, while dependent on Middle Eastern oil, has vast reserves and is receiving oil shipments from Iran, mitigating the economic impact. Militarily, China may perceive US caution and resource diversion as an encouragement rather than a deterrent, especially given the US unwillingness to risk naval vessels in the Strait of Hormuz. Gulf States, who opposed the war, have suffered economic damage to their investment and tourism sectors and now question the US's ability to protect them, potentially seeking partnerships with China.

Kagan questions if China is 'given pause by this or whether they're encouraged by it' (), noting US forces dedicated to the Western Pacific are 'being sent to the Middle East' (). He states Gulf States were 'very vocal in saying that they were against the war' () and 'the United States undertook this war and then was not able actually to protect them' (), making China a 'pretty good partner' ().

3US Faces a Stark 'Fork in the Road' on Middle East Commitment

The United States is at a critical juncture, facing a choice between establishing a long-term, large-scale military presence in the Middle East to sustain any gains from the war or withdrawing and risking regional instability. The initial goal of restructuring the region to eliminate the Iranian threat has created new instabilities, including potential chaos within Iran. Sustaining a new balance of power requires an enduring commitment, which the current administration appears unwilling to make, contrasting with past US interventions where a sense of post-conflict responsibility existed.

Kagan describes Trump's choice as 'either go all in... [implying] a huge long-term American military commitment... or to try to find some way to bug out and declare victory' (). He later reiterates the 'fork in the road' () to either 'establish a long-term large American military presence' () or 'pull out and then let things take whatever course they're going to take' (). He contrasts this with Bush's 'Pottery Barn rule' () for Iraq.

4War's Domestic Ramifications: Media Control and Dissent Suppression

The ongoing war carries significant domestic risks, potentially serving as a tool to suppress opposition and control information. The administration has already shown signs of attempting to silence critical media reports, labeling them 'unpatriotic' or 'fake news.' There are concerns that the government could use national security dispensations to crack down on anti-war protests, potentially classifying them as 'domestic terrorism,' thereby consolidating power and influencing elections.

Kagan worries the war is a 'potential weapon in his holster against domestic opposition' (). He cites a warning about 'looking into the licenses of the news organizations' () and the administration complaining about 'news criticism' (). He raises the possibility of anti-war protests becoming 'domestic terrorists' ().

Lessons

  • Monitor global oil prices closely, as their sustained increase due to the Iran war significantly impacts national economies and empowers adversaries like Russia.
  • Assess the long-term reliability of US security commitments in light of unilateral actions and resource diversion, particularly for businesses and nations operating in allied regions.
  • Evaluate the potential for increased regional instability in the Middle East, considering the US's uncertain long-term military presence and the risk of internal chaos in Iran.
  • Observe domestic political responses to foreign conflicts, noting any attempts to control media narratives or suppress dissent, as these indicate shifts in democratic norms.

Quotes

"

"one undoubted effect of the Iran war has been to drive a deeper wedge between the United States and pretty much all of its allies or at least all of its traditional allies both in Europe and in Asia and I would say potentially even in the Middle East."

Robert Kagan
"

"from their point of view, the war has been a real strategic disaster because uh there have been two major consequences of the war. One is obviously uh the skyrocketing oil prices which are only which even before Trump took the action of lifting sanctions against Russia was going to increase uh Russian income."

Robert Kagan
"

"the United States undertook this war and then was not able actually to protect them."

Robert Kagan
"

"if you can't beat Iran very quickly uh when you have everything on your side and Israel and it's against Iran which is as you say sort of been impoverished and depleted by 12 days of war last summer and other things uh are we really going to how successful we will we be in deterring or defeating China something if they try something with Taiwan I mean it just seems like it's infinitely harder for us to do"

Bill Kristol
"

"I don't believe that if you break it you own it which means that yeah we can break it and just walk away."

Robert Kagan (quoting Lindsey Graham)
"

"I do worry that Steven Miller uh was particularly pro the Venezuela action, not because he cared about who was ruling in Venezuela, but because of the opportunities it might give him uh to wield uh particular kinds of authorities in the United States."

Robert Kagan

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