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“No matter who wins the election, blocking China will be the main US policy”

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US National Security Advisor Jake Sullivan’s important speech at the Brookings Institution on April 27, 2023 resonated with the international community. In addition to being a comprehensive presentation of the Biden administration’s ‘security’ oriented economic program, the speech was also striking in that it contained some new clues.

Based on Jake Sullivan’s speech, we asked Prof. Dr. Seriye Sezen, Professor at Ankara University Faculty of Political Sciences, about the new era of US foreign policy, possible scenarios for economic policies and the competition with China. On the state taking on more ‘roles’ in the economy, the possibilities of reconciliation between American politics and American capital, and the relations between the US and China with European countries and developing countries, Prof. Sezen’s assessments are quite remarkable.

Sullivan’s speeches are an elaboration of Trump-era policies

1) Jake Sullivan’s speech seems to echo reflections of thoughts that have been expressed for some time about the decline of US global hegemony. In short, neoliberalism and globalization are no longer working for the US. Economic protectionism, state intervention and geopolitics are now on the agenda. Do you think these themes will continue to dominate the White House whether Biden wins the elections or not?

There is no doubt that it will continue. Because the problem is not Biden or any other leader, or differences in political agenda or policy priorities between Republicans and Democrats. There may be some nuances between the two parties, their leaders and their policies, but the “national interest” determines the priority of American politics.  The differences are about how to protect or maximize these interests. Moreover, the problem areas highlighted in Sullivan’s speech can be seen as a more nuanced and detailed version of Trump-era policies. At the same time, the scope of the speech is largely based on Biden’s January 2020 Foreign Affairs article, “Why America Must Lead Again: Rescuing U.S. Foreign Policy After Trump” published in Foreign Affairs in January 2020, before Biden became president, overlaps significantly with the content of the speech, except for naïve assessments such as “we assumed that the market is efficient under all circumstances and that all growth is good, but we were wrong”, which may sound like a criticism of neoliberalism.

First of all, it is useful to make a few observations. The first is the continuity of the updating of state-market relations in the face of capitalism’s crises. We have experienced this in past crises and we are experiencing it today. In this context, it is systemic that in every crisis of the system, the state withdraws or assumes a role depending on the nature of the crisis.

The second is the rise of China as a power challenging US global hegemony in the 21st century. Globalization has put China ahead of the US, the initiator of globalization, and China is largely a product of globalization. It is China’s rise as a power that benefits more from globalization than the US and even threatens its leadership that has led Trump to adopt anti-globalization, protectionist policies. On the other hand, globalization did not end with Trump saying “globalization is no longer working for me, let’s turn inward”. China has launched its own globalization initiative, the Belt and Road Initiative, and has brought developing countries, including some European countries, into the fold.

Under Biden, Trump policies such as the elimination of the China-US trade deficit and the redirection of US companies’ investments to the country have been taken to a higher level. In this context, the use of the “democracies-autocracies” discourse of the previous period, the pulling of NATO countries to the US side, the toughening of attempts to suppress China’s technological progress, and the launch of new initiatives against the Belt and Road Initiative can be mentioned in this context. In sum, the policies of the two administrations are driven by the same concern. The US is trying to preserve its hegemony by preventing China before it gains more power.

On the other hand, I have to keep my distance from the assessments that geopolitics has been prioritized in the Biden era. Whether we take this concept in its original narrow meaning or in its current, more expanded form, the economic, military and all kinds of security interests/policies of a state are not independent from geopolitics. The US economic policies and its global leadership are closely linked. For this reason, it is useful to establish a cause-and-effect relationship between domestic politics-economics and geopolitics shaping foreign policy, rather than evaluating them under separate headings. Today, if the global leadership of the US is becoming questionable, this is the result of the “relative” weakening of its power in economic, technological, financial, etc. areas that make the US a world-leading country, or at least the fact that this has also become questionable. What aggravates and makes the situation more urgent for the US is the emergence of China as a power.

Consequently, blocking China and restoring the US as the undisputed world leader will be the main policy no matter who wins the election. There is a consensus between Republicans and Democrats on this issue, and opinion polls show that there is no significant divergence between the attitudes of voters of both parties towards China.

The US-EU alliance is not strong and lasting

2) Sullivan’s speech is also a message to US allies. In a situation where the US wants to bind its partners tightly to a common economic strategy, what awaits countries that do not want to take sides in the US-China rivalry or want to benefit from it?

The US-China rivalry is forcing other countries to make a choice. The problem for other countries is that they will have to determine their positions in the face of the ongoing rivalry between the two powers not only in terms of the present, but also in terms of the shape this rivalry will take in terms of the global order.

While it is common to evaluate the countries of the world through Western-centric terminology, such as “West-East”, “developed-underdeveloped”, “south-north”, this kind of division leads us to the mistake of evaluating the countries in this classification as a whole, let alone the accuracy of the values based on the acceptance of this division.

The main discourse of liberal democracies, led by the United States, was that democracy and market economy were prerequisites for development and that countries that did not fulfill these conditions were doomed to remain backward. Within this framework, Western countries legitimized their right to intervene in the political choices of developing countries seeking their aid. However, the progress made by China, an authoritarian regime, and at the same time the principle of non-interference in the internal affairs and political preferences of other countries and mutual benefit in its relations with other countries, created a new form of relationship. Sullivan’s speech signals a change in direction, even though Biden stipulated that the countries that will benefit from the Global Infrastructure and Investment Partnership initiative, which the G7 countries launched against the Belt and Road Initiative, must be democracies. Talking about the mobilization of trillions of investments in emerging economies, Sullivan felt the need to emphasize the necessity of using these resources through solutions created by the countries themselves. I don’t know to what extent this will be reflected in practice, but it is a new language, at least in terms of rhetoric, and it seemed to me to be a reflection of China’s relations with developing countries.

As for the situation of the EU countries. Although a US-EU alliance against Russia (and China-Russia cooperation) seems to have emerged with the invasion of Ukraine, I believe that this alliance is not solid and permanent. What China means to the US is not the same as what it means to European countries. Apart from the fact that the EU is China’s most important trade partner, the interests of each country differ. As a matter of fact, Macron’s warning after his visit to China, drawing attention to the drawbacks of dependence on the US and warning against the risk of Europe losing its strategic autonomy and turning into vassal states in the conflict between the two powers, is an indicator of this divergence. We should not forget the historical conflicts and disagreements between European countries.

Consequently, as a new world order in embryo is taking shape, with the US and China as its main components, other countries are inevitably faced with the necessity of updating their positions in line with their interests. Positions will be shaped not by abstract values and principles, but by material interests.

More public resources will be allocated to the private sector

3) Is it possible for the US to re-industrialize itself under the given circumstances? Moreover, Sullivan expects both Democrats and Republicans to reach a consensus. Can the knots in American domestic politics lead to such cooperation?

Sullivan’s warning that “we must rise together or fall together”, referring to President Kennedy’s remark that “a rising tide lifts all boats”, seemed to me as much a warning to American capital as to Republicans. By saying that if we lose to China, we will all lose together, Sullivan presents industrialization as a non-partisan, national issue.

The proposed industrialization strategy targets areas such as new technologies and renewable energy that will increase America’s competitiveness. Indeed, Sullivan cites the internet, NASA and DARPA as examples of successful industrialization in the past. As these examples from the past and the Republican-backed CHIPS and Science Act of 2022, which includes incentives for the private sector, show, the role of the state in organizing, financing and directing science and technology, which is the transformative element of all production, especially military-based production, is greater in the US than one might think.

Second, American-style industrialization seems to involve the allocation of more public resources to the private sector, rather than through large-scale public investment that reduces or replaces the space for market forces. Therefore, the New Washington Consensus is not a break with the Washington Consensus, but a revision of it in line with the current needs of the US.

It is well known that it is the economic elites and organized groups representing business interests that shape American politics. Therefore, more than the compromise between Republicans and Democrats, the critical question is this: Can there be a compromise between American capital and American politics, Republican or Democratic? This compromise depends on the overlap between the national interest and profit maximization.

Next-generation technologies will determine competition with China

4) The fact that the US National Security Advisor gave a long speech on the economic policy of the White House is evidence that the global economy is now being evaluated through a ‘security’ lens. Is it possible to argue that private sector groups with greater integration with the US state will benefit more? This question can also be asked in reverse: Should we expect increased competition between capital groups in the coming period, or will we see a situation in which some ‘heads are crushed’ and others are forced to compromise?

As the post-1945 comprehensive national security approach adopted by the US has become widespread today, global security is seen as the provider and protector of national security. China’s new security architecture reflects this approach.

China has an important advantage in its competition with the US. While private capital is becoming increasingly powerful in China, Chinese politics, in other words the CCP, is able to control it to a large extent. It has more tools to steer private companies towards national priorities and to punish and reward them accordingly. In the US, as I have already emphasized, capital has the power to influence politics to a large extent. It is well known that Trump, who came to power with the slogan “America First”, lost the presidential race because capital groups saw anti-globalization policies as a threat to corporate profits. On the other hand, it should be emphasized that a US policy focused solely on the domestic arena is also not in the interest of capital groups, given the US military bases stationed all over the world to protect all kinds of interests, including corporate interests.

In this context, Sullivan’s speech seemed to me like a pre-campaign speech for the 2024 presidential election. A speech that emphasized the main economic problems, income inequality, pointed to the need for public investment, but declared that all this would be done without frightening or excluding capital. It is important to emphasize that the industrial strategy will be limited to certain sectors that are fundamental for economic growth, strategic for national security, and where the private sector is not ready to make the investments needed to secure national ambitions on its own, and that it does not intend to replace the private sector. Since more public investment requires more budget, this speech can also be seen as a message to Congress, which will have to approve the budget.

As for the question of which capital group will benefit more from this policy. Biden’s foreign policy has served and will serve the arms industry very well. The sector that will determine the continuation of the US global leadership and its competition with China is the next generation technologies. Therefore, no matter who comes to the presidency, technology companies will continue to benefit and be supported by the state. These are also the sectors where “national interest and profit maximization” do not conflict. Finally, I should add the renewable energy sector.

Interview

Daniel Davis warns US strategy fails against Iranian defense grid

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Retired US Army Lieutenant Colonel and military analyst Daniel Davis discussed the US military operation against Iran, decision-making mechanisms in Washington, US-Israel relations, transformations in modern warfare doctrine, and the global balance of power in an interview with Harici Media.

Answering questions of Harici Editor-in-Chief Tunç Akkoç regarding the Iran war, retired Lieutenant Colonel Daniel Davis stated that the US administration lacks an achievable military strategy on the ground. Davis said: “I would say the US has a desire, not a strategy. It wants to subjugate the Iranian side, corner them, seize control of the Strait of Hormuz, prove they pose no threat to anyone in the region, and ensure they never possess nuclear weapons. That is our desire. But there is no strategy to achieve any of these goals.”

Drawing on his past military experience, Davis detailed the geographical and technical challenges on the ground: “As a soldier with direct combat experience, having gained combat experience in some of these mountains between Afghanistan and Pakistan, for example, I know that many of the mountains inside Iran belong to the same mountain category. I knew what a difficult military task it would be to conquer a country as large as most of Western Europe, where such mountain ranges cover the entire western front. Therefore, I knew you could do nothing on the ground. However, I also knew that you could not subjugate a country with this kind of defense capacity and of this nature through air power alone.”

Pointing out that Iran’s defense infrastructure spans many years, Davis continued: “You cannot do this, especially when they have anticipated this for twenty years and made all kinds of preparations by constructing underground caves, production facilities, and storage facilities, and developing production capabilities for their unmanned aerial vehicles and missiles. There is no way you can defeat them. Because such facilities were designed not only to withstand all our strike missiles, such as Tomahawk, Jasmine cruise missiles, PSM, or ATAC, but also to survive. Most are capable of surviving nuclear explosions as well. I have been inside some of these here in the US. I have been in some physically located beneath a mountain. I know they were specifically designed when constructed to withstand the largest nuclear weapons the Soviet Union might possess. The ones there are of the same kind. If you know before embarking on an act of starting a war that the enemy is this large, possesses these types of defenses, and everyone knows these are resistant to our non-nuclear conventional munitions, why would you start a war to force them into something you clearly cannot achieve?”

Addressing the assumptions behind the war decision, Davis said: “I think this is a fantasy stoked by Benjamin Netanyahu. It was said, ‘If we assassinate their leaders, the same thing will happen as happened to Maduro in Venezuela. You went there, captured him, and disabled him; when you did that, you took control of the entire government, they basically handed the country over to you, and the same will happen here.’ Anyone who thinks Venezuela is like Iran has paid attention to nothing. The culture, history, religion, experiences, and everything that has transpired over the last 47 years are radically different from those in Venezuela, and you do not have an insider to facilitate the process as we had in Venezuela. But President Trump appears to have thought this way.”

“When he started the war on February 28, he sealed our fate; we lost this war”

Pointing to inconsistencies in US President Donald Trump’s decisions and the trajectory of the operation, Davis stated: “This situation is proof that he is stuck. Because, in my view, when he started the war on February 28, he sealed our fate. We lost this war. Even if it is ongoing right now, there is no logical way for us to win it. Because we cannot eliminate the trump card held by the Iranian side.”

Stating that military pressure mechanisms are insufficient, Davis explained: “We still have our missiles, aircraft, aircraft carriers, and all such elements. That is why it appears feasible. It is thought, ‘Maybe if we make a good enough deal, or put enough pressure on them, or impose a blockade and leave the public in a dire enough position to change the government’s mind.’ This is a fantasy. This is the only thing President Trump has. Because if he were acting based solely on military reality, strategic reality, and cultural and religious reality, he would know this was an unwise move, but he does not know.”

Describing Trump’s negotiation approach and the breakdown of the reached agreement, Davis used the following expressions: “He is a transactional individual who wants relationships resolved overnight. For example, during the memorandum of understanding period, this duration was to be 60 days. After starting the war, no achievable military objectives remained. Whatever your desires were, you can no longer reach them because you have confronted reality. Now he is trying to find an exit route, but even within this understanding, he cannot arrive at a rational and consistent perspective. Any rational person would think that when the memorandum of understanding was signed on June 17, it provided him with an exit route. You implement the terms of this memorandum, the crisis is resolved, the dual blockade is lifted, and the Strait of Hormuz could reopen.”

Addressing the clauses of the agreement text and subsequent developments, Davis said: “The terms Trump signed stated that Iran had administrative control of the Strait of Hormuz but could not demand any transit fees for 60 days. Iran accepted this, but accepted only one condition: the ‘for 60 days only’ stipulation. Subsequently, they publicly announced that they would collect fees later, but not during these 60 days. The US was not mentioned in the text in any way. We had no say. The authority to decide how operations would run was left to Iran together with Oman. We gave them 30 of the 60 days to prepare their plan for this. But after four or five days passed, the US suddenly declared a new southern corridor together with Oman.”

Detailing the process of reversing the decision, Davis noted: “While a step to reopen the strait had been agreed upon, traffic had risen to approximately one-third of pre-war levels, and many shipments had passed directly on the first day, Trump personally turned back this development toward finding a reasonable exit route from the unfolding disaster. According to reports from some sources in Washington, he came under intense pressure from pro-war figures in his inner circle and those on the Israeli side. He backed down under this pressure and modified the terms by inserting himself into the fifth paragraph. He never made Israel implement the first paragraph, which covered Lebanon and envisioned a ceasefire on all fronts. We did not even give them 30 days; we intervened before five days had passed. Trump has a goal, fails to reach it, puts forward another condition, and then withdraws that as well. He is very easily manipulated; he reaches a decision, then someone speaks with him, and he changes his mind.”

Recalling that a similar situation occurred in relations with Saudi Arabia, Davis said: “He said he made a great deal with Saudi Arabia, and the next day he changed the condition by saying, ‘as long as they sign the Abraham Accords.’ Saudi Arabia, on the other hand, announced that this was not part of the agreement and had never been discussed. This situation shows that President Trump constantly makes concessions when pressured. On this basis, how can any agreement be reached with the US? This situation means that no military or diplomatic exit point remains because he does not permit it.”

“Control is no longer an economic matter; it is a national security imperative”

In response to a question about whether a mutual exit opportunity remains from the current impasse, Davis said: “We had the memorandum of understanding; we had secured this agreement. However, President Trump and his Secretary, Scott Bessent, said, ‘as long as it is a deal we like, we want a new deal.’ You already had a deal; what deal are you talking about now? Why would the Iranian side negotiate a new deal that differs from an agreement made two months ago? This is completely illogical. The Iranian side holds military superiority through its missile cities and half a dozen alternative methods to control the strait. As their official authorities stated on social media, control of the strait is no longer merely an economic matter; it is a national security imperative because it is the only tool with which they can balance their American adversary, who is far stronger militarily.”

Evaluating the impact of the oil crisis, Davis stated: “Strategic Petroleum Reserves are declining. This situation has prevented a crisis so far, but it cannot cover products like jet fuel, diesel, and fertilizer. If it continues this way and the problem is postponed, the reserves will be depleted one day, and economic activity cannot be sustained without oil. Pressure is on President Trump, and the Iranian side is aware of this. They know the blockade will harm them, but they have calculated that they can endure much longer and deeper pain than our side. This is an existential matter; they know that if they surrender their only trump card to an unpredictable president, they will be attacked again later.”

“Reflexive support for Israel in society has been broken”

Touching upon relations between the US and Israel, Davis said a clear divergence has begun in American society. Davis noted: “In the past, across all segments of society and all generations, it was reflexively said, ‘Of course we are pro-Israel, they are our democratic ally.’ This situation continued until the Gaza process following October 7. Israel was attacked on October 7, and no one found it strange that it responded. However, what happened afterward created problems. Israel used this opportunity to destroy the Gaza Strip, increase pressure in the West Bank, bring in new settlers, and discuss annexation.”

Describing the rift between political elites and the public, Davis explained: “There is a major divide in America. Elites are unaffected by genocide or the killing of women and children in the West Bank and Gaza; they close their eyes, arguing that Israel is an ally. However, the eyes of the American public are not closed. They see human suffering on social media and do not carry the memorized assumptions of the past. These elites are not merely bought with money; for decades, they genuinely believed that our interests and Israel’s interests were one and the same. In their minds, saying something negative about Israel is equivalent to saying something negative about the US. Younger generations in particular, and a growing portion of all generations, recognize that our interests are not the same.”

Drawing attention to the cost of the war to the US, Davis noted: “We elected President Trump to apply the America First principle, not Israel first, Britain first, or Germany first. There is anger against those who sacrificed America’s needs by entering the war. According to figures reflected in the public domain, at least 600 Americans were injured; according to what I have heard, this number is over a thousand. Money has been spent, our facilities have been damaged, and our aircraft destroyed; around 40 to 50 of our aircraft were damaged or destroyed. Our bases were ruined and will likely never be rebuilt. We have also lost our geopolitical influence in the region. I doubt that relations with Saudi Arabia, Qatar, the United Arab Emirates, and Kuwait can return to their former state. Because the foundational assumption of this entire structure was that we could protect them; we could not even protect ourselves.”

“We are still living as if it were 1992”

Evaluating the shift in military technology, Davis stated that the US has lost its traditional military superiority. Davis said: “A large number of people in America are still living as if it were 1992. The Soviet Union had just collapsed, China was a peasant army developing militarily and economically, and we held absolute dominance following Operation Desert Storm. We are no longer in 1992. The Russians corrected their mistakes after the initial phase of the Ukraine war in 2022; they became a much stronger land force, missile, and drone force. China, meanwhile, reached immense technological and industrial capacity.”

Explaining the current situation through the example of Iran, Davis said: “We thought we could crush Iran like a fly, but we could not do so due to their missile cities and technologies. If we cannot eliminate Iran, what can we do against China or Russia, which possess power far beyond that? We have fallen behind in categories such as hypersonic missiles and the new Oreshnik missile. When I saw the Bayraktar TB2 vehicles used by the Turks in the 2020 Armenia-Azerbaijan war, as someone with an armored unit background, I understood that the nature of war had changed. The US, meanwhile, talks about producing 300,000 drones by 2030. In an environment where tactics change every six weeks on the Ukrainian and Russian battlefield, our systems remain extremely slow. Ukrainian soldiers mocked the tank platoon manual published last year, saying that with these methods, one could not survive on the battlefield for even ten minutes.”

“The idea of containing China is a fantasy”

Criticizing the US military approach toward China, Davis evaluated: “There is talk of a strategy to militarily contain China. Will you prevent their activities within their own borders, their technological developments, or the expansion of their military? You cannot stop a country with a strong economy and a massive population. We can achieve no result other than entering a war with China in the Asia-Pacific region and losing it. China’s shipbuilding capacity is approximately 200 times ours; they are vastly superior to us in artillery ammunition, aircraft, and missile production. Our methods left over from the Cold War no longer work. What we need to do is keep our own defense strong and ensure deterrence, not spend billions of dollars in the region to establish forward bases that will be hit.”

Touching upon the potential for diplomatic relations between the two countries, Davis said: “I think President Trump personally knows that going to war with China is unwise. However, the Pentagon and the military-industrial complex view China as a constant enemy, demanding more budget, more bases, and more missiles every year. No one considers diplomacy. Yet we can develop peaceful, stable relations with China based on mutual benefit, even if not friendly. Regarding Taiwan as well, I think leaders realize after seeing what occurred in the Middle East and Ukraine that help will not come, and they will adopt a more cooperative stance by withdrawing independence rhetoric. China does not want to start a war; it desires a model similar to Hong Kong. Even if a conflict breaks out in the worst-case scenario, it is between China and Taiwan; the US should not choose to join the war and lose.”

Emphasizing that the arms lobby inside the US maintains its power, Davis stated: “The military-industrial complex remains extremely powerful and holds all levers of power. They maintain control through members of Congress, the media, and public relations networks; I see no sign that this structure is weakening.”

“They did not want someone who would tell the truth about Israel”

Providing information about the process surrounding the cancellation of his appointment within the Office of the Director of National Intelligence, Davis recounted the issue in these words: “When Tulsi Gabbard came to me and asked me to become the number three executive in the Office of the Director of National Intelligence, I said I would be honored to serve my country. However, I stated that I had openly opposed the policies pursued by Israel since October 7 and the war in Gaza and Lebanon, and that these views might not be welcomed within the administration. She thought my accurate past analyses would compensate for this situation. One of my duties was to present the daily intelligence briefing to the president.”

Describing the stage at which his candidacy was withdrawn, Davis said: “Articles against me appeared in the Israeli press and American media. I never hid my views; I said Benjamin Netanyahu’s policies were harming Israel and dragging us down as well. I advocate the ‘America First’ principle, but there are many people within the administration who say ‘Israel First’ and have zero tolerance for any criticism directed at Netanyahu. They did not want someone who would tell the truth regarding Israel. The process expanded following posts by figures like Laura Loomer. On the day I passed the CIA polygraph test and was set to begin duty, Susie Wiles was informed that I had put the president in a difficult position regarding the Russia-Ukraine war. While Trump was saying there would be a ceasefire, I stated on my program that Vladimir Putin would not agree to a ceasefire given his current advantage. Although I stated that I supported a ceasefire, this was made a pretext, and my appointment offer was withdrawn,” completing the interview.

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Quincy Institute expert says the United States had no plan B

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In an interview with Harici Media, Trita Parsi, Executive Vice President of the Quincy Institute for Responsible Statecraft, stated that global unipolarity is coming to an end, transitioning into an increasingly multipolar order.

Parsi addressed shifting global power dynamics, US foreign policy toward China, structural domestic pressures in Washington, and the strategic miscalculations surrounding the ongoing US conflict with Iran.

Parsi noted that while many analysts declare the arrival of a post-American world, the transition will not be an abrupt moment. Instead, he described a phased emergence where it becomes clear that no single superpower possesses deterministic influence over global affairs.

Parsi observed that many governments have been slow to internalize this reality or adjust their policies accordingly, creating the superficial illusion that a unipolar system remains intact. “Whether it’s fully multipolar or other configurations, we can be debated. What I think is clear is that the unipolarity is coming to an end,” Parsi said.

“Unipolarity is an aberration, an abnormality”

Regarding Washington’s readiness for a multipolar world, Parsi asserted that the US political establishment remains unprepared and has historically denied the shift. He recalled that during the first two years of the Biden administration, describing the world as multipolar was dismissed as a Russian propaganda narrative.

However, Parsi highlighted a shift under US Secretary of State Marco Rubio, who stated in a February 2025 interview that unipolarity was an anomaly. Parsi explained, “He actually went further. He said that unipolarity is an aberration, an abnormality, a historical accident. If you believe that it’s a historical accident, if you believe that it’s an abnormality, then I think it comes from that, that any effort to try to restore unipolarity should be rejected.”

Addressing US policy toward China, Parsi noted that despite the summit between US President Donald Trump and Chinese President Xi Jinping in Beijing, there is no structural indication that Washington views Beijing as a potential partner rather than a rival.

He contrasted the Biden administration’s aggressive posture—which assumed an existential struggle for dominance—with the Trump administration’s softer but poorly planned approach.

Parsi argued that neither power can decisively defeat the other, making mutual coexistence and co-governance essential to avoid a catastrophic zero-sum confrontation.

“An effort to indefinitely contain China is a recipe for disaster”

Parsi rejected the feasibility of military containment against Beijing, warning of severe consequences. “I think an effort to indefinitely contain China is a recipe that will bring about great power competition and a confrontation between the US and China that is going to be completely disastrous,” Parsi stated.

He observed that despite significant US strategic errors, such as the conflict with Iran, China has exercised restraint rather than exploiting American vulnerabilities. Parsi argued that if Beijing were dead-set on aggressive power competition, it would have acted differently.

Economically, Parsi argued that containing China through tariffs or Soviet-era containment models is a losing proposition.

Unlike the Soviet Union, which maintained an isolated economic model, China is deeply integrated into global trade and serves as the primary trading partner for most nations, including those in Latin America such as Brazil. Parsi emphasized that economic containment is unviable against a state with such vast global integration.

“This confrontation will be the deadliest conflict in human history”

Evaluating the risk of the “Thucydides Trap,” Parsi criticized the Washington foreign policy establishment for its structural inability to envision peaceful coexistence.

He noted that the political culture in Washington is built around zero-sum competition and conflict rather than diplomatic management.

Parsi emphasized that while historical precedents exist, humanity is not bound to repeat them, particularly when the stakes involve existential risks. Parsi warned that an unmanaged confrontation between the US and China “would be the deadliest conflict in human history if it is allowed to happen,” threatening human survival itself.

Parsi attributed this narrow strategic focus to structural domestic forces, particularly the US military-industrial complex and influential lobbying groups. Working alongside the grand strategy of liberal hegemony, these forces require US military dominance worldwide, especially in Asia.

Parsi explained that institutional inertia makes it extraordinarily difficult for Washington to alter its strategic trajectory.

“The US had an unrealistic plan A and no plan B”

Turning to the conflict with Iran, Parsi asserted that Washington lacks a coherent strategy, having relied on an unrealistic plan that failed within the first three days.

He stated that the US expected a swift regime collapse or surrender within four days, but faced horizontal escalation from Iran, including threats to the Strait of Hormuz and regional strikes.

“The United States had a very unrealistic plan A and no plan B, and it’s been stuck in that situation ever since,” Parsi said, adding that Washington has been improvising and executing tactical operations without strategic success.

Parsi attributed President Trump’s shifting decisions on Iran to this absence of strategy and his personal demand for immediate results. When military action failed to yield swift progress, Trump turned to diplomacy, only to lose patience within three weeks and resume military strikes. Parsi questioned whether the global community could afford a superpower acting in such an erratic manner.

“Without Israel’s push, there would not have been a war with Iran”

Addressing Israel’s role, Parsi stated that Israeli pressure was a decisive factor in driving US policy toward confrontation with Iran.

“Without Israel’s push, there would not have been a war with Iran. Without Trump agreeing to the Israelis, there would not have been a war with Iran. Both of them were needed,” Parsi remarked, noting that Israeli efforts since 1995 elevated Iran into a primary US national security concern disproportionate to actual US interests in the region.

Parsi identified a growing divergence between US and Israeli interests in the Middle East. While the US benefits from reducing its regional military footprint of 50,000 troops, Israel requires continuous US military presence and intervention to maintain a favorable regional balance of power.

Parsi noted that this divergence has created a visible rift between Washington and Tel Aviv following the poor execution of the war and subsequent diplomatic maneuvers.

“Israel’s standing amongst the American public has plummeted”

Parsi highlighted a major shift in American public opinion regarding Israel, noting that sympathy for Palestinians has surpassed sympathy for Israel across almost every demographic category, except Republicans over the age of 65.

He attributed this decline directly to Israel’s military actions in Gaza and its perceived role in drawing the US into a disastrous war with Iran, which mirrored earlier public grievances over the Iraq War.

Regarding a resolution to the conflict, Parsi stated that a dignified exit for both the US and Iran remains possible, though the window is narrowing due to personal hostility and political miscalculations.

Finally, addressing Trump’s political image, Parsi clarified that Trump was never strictly anti-war, but rather anti-risk.

He explained that Trump entered the conflict because Israeli officials convinced him that war with Iran posed little risk and would be concluded within 100 hours. Parsi concluded that had Trump not been misled into believing the operation would be a swift success, he would not have initiated it.

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Why did Trump step back from a decision to launch a new attack on Iran?

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Conflicting statements from the US and Iran regarding the potential resumption of diplomatic negotiations have emerged, while ongoing tensions in the Strait of Hormuz have once again brought global energy concerns to the fore.

Addressing these developments on the Harici live broadcast of Strategic Compass, international relations scholar Prof. Dr. Hasan Unal and Alptekin Dursunoglu, journalist, author, and Editor-in-Chief of Yakin Dogu Haber (YDH), evaluated the internal, regional, and strategic dimensions of the conflict. The discussion focused on the shift in Iran’s military doctrine, the political strain within the US administration, the economic vulnerability of Gulf monarchies, and the broader realignments reshaping Middle Eastern geopolitics.

Why did Trump step back from a decision to launch a new attack on Iran?

Opening the discussion, Prof. Dr. Hasan Unal offered a sharp critique of the political rhetoric originating from Washington, contrasting executive declarations with the tactical outcomes on the ground. Unal argued that public statements made by former US President Donald Trump increasingly lack analytical consistency, complicating efforts to decipher official US strategy.

“He has reached a point where he tells more lies than the daily meowing of stray cats,” Unal remarked during the broadcast. “I do not know which part of his statements we ought to analyze, but if we evaluate him within a broader framework, it becomes possible to reach certain conclusions.”

Unal described the military confrontation between Washington and Tehran as an uneven cycle of escalation, noting that US forces continue to suffer casualties and incur immense financial costs without altering the strategic baseline. “The situation has effectively transformed into something like a defeated wrestler who never grows tired of wrestling; America repeatedly approaches and confronts Iran, yet the outcome is obvious from the outset,” Unal stated. He added that American military personnel are being deployed into conflict zones where national interests remain obscure: “I am certain that American soldiers there largely believe they have no personal interests at stake… and that it serves at most the interests of Israel.”

Dursunoglu contextualised the current phase of hostilities as part of an extended campaign, comparing the recent clashes to a second round of a broader regional conflict following earlier engagements in 2025. He noted that despite assertive claims from Washington regarding the destruction of Iranian military infrastructure, operational continuity on the Iranian side forced a shift in US messaging.

Reflecting on official declarations from US Central Command (CENTCOM) and executive statements following intensive strikes, Unal highlighted the internal contradictions in Washington’s narrative: “Trump claimed Iranian naval forces were sent to the bottom of the sea, the air force beyond the atmosphere, and the ground forces deep into the magma. Yet suddenly he declared, ‘I have forgiven Iran,’ while CENTCOM figures suggested they had reached ‘target saturation’—as if there was simply nothing left to hit.”

Is Iran insisting on its conditions regarding the Strait of Hormuz?

A central focus of the analysis was Iran’s response mechanism following the breakdown of initial ceasefire frameworks. Dursunoglu highlighted a significant structural transition in Tehran’s military posture, moving from traditional reactive containment to proactive deterrence across multiple theatres.

Dursunoglu pointed out that during the escalation, Iran did not restrict its target matrix to immediate points of contact. Instead, Iranian forces conducted strikes against US installations and logistical networks across the region, including facilities in Bahrain, Kuwait, Jordan, and Oman.

“Iran’s traditional defence doctrine was defensive and based on proportional retaliation,” Dursunoglu explained. “However, after the US halted strikes, Iran proceeded to target assets in Jordan and Kuwait without immediate prior attacks on those specific vectors. This indicates that Iran has begun executing preemptive strikes, effectively adapting its strategic posture.”

Unal underscored the severity of these strikes on regional logistics, noting that Iranian counter-strikes targeted the port of Aqaba and airport infrastructure in Jordan, alongside American operational facilities in the Gulf. “According to the accounts, Iranian forces began hitting American installations in Gulf states and Jordan within minutes of initial strikes, effectively neutralizing the operational depth the US relied upon,” Unal noted.

The operational status of the Strait of Hormuz remains a decisive point of leverage. Under previous draft frameworks negotiated through Omani mediation, administrative oversight of maritime traffic through the Strait was slated to transition to Iran in coordination with regional littoral states. However, subsequent US efforts to establish an independent naval corridor along the Omani coast triggered a fresh wave of Iranian interdictions.

Dursunoglu outlined the ongoing negotiations surrounding the maritime passage, noting that attempts to bypass Iranian oversight proved unviable for commercial shipping. Under the latest proposals under discussion via Omani channels, incoming maritime traffic into the Gulf would pass through Iranian-designated corridors under Iranian authorization, while outgoing traffic would proceed along Omani coastal waters following notification and approval.

“If an agreement is finalized on these terms, it represents an explicit recognition of Iran’s control over the Strait of Hormuz by the US regime,” Dursunoglu said. He noted that while initial terms provided free passage during a temporary 60-day window, long-term frameworks anticipate structured administrative mechanisms for commercial vessels. Unal added: “Whether designated as transit fees, environmental charges, or security provisions, formalizing maritime oversight secures a permanent structural advantage for Tehran.”

Under what conditions will negotiations begin?

The economic ramifications of maritime disruption have also altered the calculations of Gulf export nations. Following attempts by Saudi Arabia to engage Ansar Allah (Houthi) forces in Yemen, retaliatory actions against critical infrastructure—including the Yanbu crude oil pipeline on the Red Sea—severely constrained alternative export routes.

“By drawing Yemeni forces back into active conflict, Saudi Arabia inadvertently placed its secondary export avenues under direct fire,” Unal observed. “The vulnerability of the Yanbu pipeline demonstrates that reliance on the Gulf cannot be bypassed easily, effectively increasing regional dependence on stability within the Strait.”

Beyond the maritime domain, the broadcast addressed heavy Iranian military engagements in northern Iraq, targeting opposition groups including the Kurdistan Democratic Party of Iran (KDPI), Komala, Pak, and Free Life Party of Kurdistan (PJAK) along the Erbil-Suleimaniyeh axis.

Dursunoglu and Unal noted that cross-border strikes destroyed substantial ammunition depots established near border regions, followed by reported ground operations conducted by specialized Iranian units.

“Iranian special forces executed targeted ground operations across the border,” Dursunoglu stated, pointing to secondary explosions captured in operational footage as evidence of extensive pre-positioned armaments.

Unal noted that these operations underscored the strategic limitations of non-state actors aligned with Washington: “The expectations placed on armed factions in northern Iraq collapsed when confronted with direct military pressure. The narrative that these groups could serve as an internal wedge against Tehran proved to be a costly miscalculation for US planners.”

Reports indicating the start of a repositioning of US personnel and heavy military equipment from bases in Iraq and the Gulf toward Jordan and Israel were identified as a direct consequence of this vulnerability. “US forces are consolidating toward Jordan and Israel because their facilities in Bahrain and Kuwait sustained structural operational damage,” Dursunoglu observed. “When a state can no longer defend its forward command centers—such as the 5th Fleet infrastructure in Bahrain—it is forced to retreat to secondary defensive perimeters.”

How effective is the pressure from Gulf countries for negotiations?

Concluding the evaluation, Unal and Dursunoglu examined the broader diplomatic landscape, focusing on security dialogues among regional powers, including Turkey, Egypt, Saudi Arabia, and Pakistan. Both analysts agreed that any sustainable security architecture in the Middle East must incorporate Iran rather than seek its exclusion.

“How can you construct a new regional order by excluding the very nation that demonstrated the capacity to neutralize external military dominance?” Dursunoglu questioned. “An architecture that relies on Western guarantees or Israeli alignment fails to address the underlying security dynamics of the region.”

Unal reflected on the historical trajectories of Turkish foreign policy, criticizing past ideological approaches that fuelled regional fragmentation and sect-based antagonisms. He noted that realpolitik dictates close functional coordination between Ankara and Tehran despite historical differences.

“Iran’s resistance ultimately prevented the imposition of a security framework dictated entirely by external actors,” Unal concluded. “Responsible analysis requires recognizing that stability in the Middle East cannot be achieved through foreign intervention or regional fragmentation, but through direct, autonomous security coordination among the region’s core nations.”

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