Pepe Escobar: Iran Just Served the U.S. an “Eviction Notice” — What Happens Next?
Quick Read
Summary
Takeaways
- ❖The US-Iran conflict is a "bloody war" driven by US elites profiting from it, with Trump as an "absurdist messenger."
- ❖Iran has issued an "eviction notice" to the US, demanding complete withdrawal from West Asia, an end to all sanctions, and full control over its civilian nuclear program without inspections.
- ❖The Strait of Hormuz is now effectively controlled by Iran, operating under a four-tiered system that prioritizes allies like China and restricts hostile nations.
- ❖The US is experiencing "horrendous losses" in West Asia, with its military bases and radar systems severely degraded, and is running out of interceptors.
- ❖Trump is desperate for an "off-ramp" from the war, but any withdrawal will be a clear strategic defeat for the US, ending its hegemony in West Asia and globally.
- ❖The war is causing massive global economic repercussions, including soaring energy prices, airline distress, and food shortages, with markets unable to price the uncertainty.
- ❖Gulf monarchies, including Dubai, are in a state of shock, with Dubai's business model "dead" and the Emirates "about to collapse" due to the conflict.
- ❖India's "strategic ambiguity" and perceived betrayal of Russia and Iran have jeopardized its role in BRICS and the Chabahar port project.
- ❖Europe lacks a coherent strategy, blaming Russia and Iran for self-inflicted energy crises, with no clear path to secure gas supplies.
- ❖Iran's new leadership under Ayatollah Mojtaba Khamenei is likely to consider developing nuclear weapons as a deterrent, given the existential nature of the conflict.
Insights
1Iran's "Eviction Notice" and Non-Negotiable Demands
Iran has presented a list of conditions for a ceasefire and end to the war, including the complete withdrawal of US military bases from West Asia, an end to all sanctions, and full autonomy over its civilian nuclear program without inspections. These terms are non-negotiable for Iran.
We hear it from Arashi, from Khalibah, from everybody in the Majley, anybody speaking. No, that's it. And our list of conditions, it's what I listed in this column that you referred to, the eviction notice to the Americans. That's it. And this is shared by the invisible new Ayatah Mustaba K new leader Ayatala Mustaba Kam the political leadership the majista the whole of the RGC all the military and the population of Iran as well that's it and if you don't okay this is your eviction you don't want it okay the war continues and the war will end when we say so we Iran not the. () Look, if you don't follow our point by point list of demands, there's no ceasefire and there's no end to this war. And the list of demands is quite something. It includes everything. end of sanctions, reparations to Iran. Um, Iran continues with its civilian nuclear program the way he wants to do it with no inspections, nothing. () The United States out of all the military bases all across West Asia. Point number one, most important. Number two, end of all sanctions, literally. And number three, we continue with our nuclear uh uh program, civilian nuclear program the way we want it with no inspections whatsoever, etc. We decide how uh how we we want to expand our civilian nuclear program. So let's say these are the three main points. ()
2Iranian Control over Strait of Hormuz
Iran has effectively privatized the Strait of Hormuz, implementing a four-tiered system for transit. China has free passage via a bilateral deal, some countries like Bangladesh can request free passage, nations connected to the US, Israel, or Europe are "verboten," and all others risk being "hit" if they cross without permission. This significantly disrupts global oil and gas flows.
There are four levels of transiting or not transiting in the street of hormones now which until a few days ago was an international water rate. the most important bottleneck in the world. So now there are four levels. First level, China. You can go back and forth any anytime you want. Anywhere you want to go, wherever you come from, going to China, no problem. Or if you're going back from China to refuel in in the Persian Gulf, no problem. Because there is a bilateral deal tan Beijing which was concluded last Thursday. () The straight of Hormuz now has been privatized. We run it. We managed and we decide who has free transit or not. So this is not going to change as well. ()
3US Strategic Defeat and Economic Collapse
The US is suffering "horrendous losses" in West Asia, with its military assets and radar systems degraded. Trump is seeking an "off-ramp" but any declaration of victory and withdrawal will expose a "strategic defeat" for the US, signaling the end of its hegemony in West Asia and globally. This conflict is accelerating a global economic collapse, particularly through energy market disruption.
There's absolutely no debate in American mainstream media of their horrendous losses, especially across West Asia and all their military bases, installations, CIA cells, acknowledged CIA cells or invisible CIA cells, hotels that are hosting US military personnel transcript from the bombed bases, you name it. () If he proclaims victory and leaves this means the strategic defeat will be crystal clear for the whole planet. will be the end of his presidency guaranteed. Uh the end of American Germany in West Asia, more than guaranteed that's already ongoing. And of course the end of a Germany globally because who can respect a superpower that gets into a war without planning it. () If this war goes on for another few weeks, it's the total collapse of the global economy. Period. ()
4Shift in Iran's Nuclear Policy
Given the existential nature of the war and the perceived need for deterrence, Iran's new leadership under Ayatollah Mojtaba Khamenei is likely to consider pursuing nuclear weapons, moving away from previous moral objections.
I think the the obvious path is that you built nuclear weapons because these are deterrence. You know the these are not meant to be used and nobody has used them since you know the last time the United States used them. These are guarantees for the security for the future of the country that nobody would attack you anymore. I think I think that is happening Pepe. I think that is happening as we talk because they saw the supreme leader of Iran for many years he said that these are against the human right you know against the humanity and all this concept which we know exists within Islam we we we know the morality of the argument but you have to accept the reality outside of Islam you see the reality outside you know you see the might makes Right? This is the reality of today's world and we that should be considered by their leadership in Iran. ()
Bottom Line
The Dubai business model is "dead," and the Emirates are "about to collapse" due to the war, transforming a global crossroads into an unsafe investment haven.
This signifies a rapid and profound reordering of regional economic power and stability, forcing a re-evaluation of long-standing financial and logistical hubs.
Investors and businesses should divest from or reconsider exposure to Gulf monarchies heavily reliant on the pre-war geopolitical order, exploring alternative, more stable regional hubs or diversifying supply chains.
India's "strategic ambiguity" and perceived betrayal of Russia and Iran have severely damaged its standing within BRICS, potentially leading to its exclusion from key projects like the Chabahar port and even its role as BRICS chair.
This highlights the high cost of perceived disloyalty in a rapidly shifting multipolar world, where geopolitical alignment directly impacts economic partnerships and strategic infrastructure.
Other nations seeking to strengthen ties with the Russia-Iran-China axis can leverage India's missteps to gain influence in critical corridors and economic blocs, positioning themselves as more reliable partners.
Lessons
- Businesses heavily reliant on global shipping, particularly through the Strait of Hormuz, must immediately reassess supply chain vulnerabilities and explore alternative routes or energy sources, as Iranian control has fundamentally altered transit rules.
- Investors with exposure to Gulf monarchies, especially Dubai, should conduct urgent risk assessments and consider divestment, as the region's economic stability and business models are rapidly deteriorating.
- Geopolitical analysts and policymakers should closely monitor the internal dynamics of Iran's new leadership for signals regarding a shift towards nuclear weapon development, as this would fundamentally alter regional and global deterrence strategies.
Quotes
"The American elites need this war and Trump once again is their messenger."
"The Iranians technically can say the straight is open but at the same time the straight is closed. It depends on who you talk to and it depends if you're going to get your permit or not."
"If he proclaims victory and leaves this means the strategic defeat will be crystal clear for the whole planet. will be the end of his presidency guaranteed."
"A midsize power reading the riot act to the greatest armad in the history of Star Wars or whatever the exceptionalists themselves I said look this is it and if you don't follow you're going to be mireer in this war and you will not have a way out unless you surrender."
"The only thing we have is an ultimatum, which is what they delivered unofficially this week, the riot act, the eviction notice."
"Two weeks ago, Dubai was the crossroads of the planet. Now it's dead. Just like that."
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