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Former CIA analyst warns US-Israel ‘miscalculation’ in Iran has triggered global economic chokehold

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In an expansive and sobering assessment of the escalating conflict in Southwest Asia, Larry Johnson, a former CIA intelligence analyst and veteran counter-terrorism official, has characterized the joint US-Israeli offensive against Iran as a catastrophic strategic miscalculation. Speaking with Professor Hasan Ünal on the Strategic Compass program, Johnson argued that Washington and West Jerusalem have fundamentally misinterpreted Iranian internal stability and military resilience, precipitating a global economic crisis that now threatens to plunge the West into a prolonged depression.

The discourse, occurring in the wake of what Johnson termed a “murderous attack” on February 28, centers on the assassination of Iranian leadership and the subsequent closure of the Strait of Hormuz. As the conflict enters its 14th day, Johnson warns that the geopolitical architecture of the region is being irreversibly dismantled, with Türkiye potentially occupying a precarious position on the “next on the list” of targets for Israeli subversion.

“A complete miscalculation on the part of the United States and Israel”

Opening the mülakat, Professor Ünal framed the current hostilities as “straightforward naked aggression” by the US and Israel, noting that the theater of war appears to be deviating significantly from the aggressors’ original blueprints. Johnson concurred, noting that the intelligence community in Washington fell victim to its own manufactured narratives.

“They underestimated the military capability of Iran,” Johnson stated, adding that the Pentagon and the Mossad “overestimated their own ability to try to destroy the leadership in Iran.” He revealed that US planners labored under the “false belief” that the elimination of the Supreme Leader and high-ranking IRGC officials would trigger a popular uprising. This assumption, according to Johnson, was based on flawed polling data funded by the CIA through the National Endowment for Democracy (NED) and USAID.

“They had funded a series of public opinion polls done over the Internet that claimed that 80% of the Iranian population were opposed, violently opposed to the Islamic Republic,” Johnson explained. “Well, it turned out that was a lie.” He cited counter-polling from the University of Maryland, conducted via traditional telephonic methods, which indicated that the regime maintained roughly 70% support. “There is no language to justify what was done other than it was an act of treachery, it was a barbarous act,” Johnson asserted, comparing the current US-Israeli conduct to the war of aggression for which the Nazis were tried at Nuremberg.

“Do the Turks realize you’re next on the list?”

A significant portion of the conversation focused on the implications for Ankara. Despite the “barking dog seldom bites” proverb cited by Professor Ünal to describe Turkish perceptions of Israeli rhetoric, Johnson issued a stark warning. He suggested that if Israel survives its current confrontation with Tehran, it will pivot its “vicious, out of control” state apparatus toward senior Turkish leadership.

“Israel is the most vicious, out of control state political organization in the world,” Johnson remarked. “There is no other country that has so wantonly and regularly attacks and kills others, in particular murdering civilians in Lebanon, in Syria, in Iran, in Yemen.” He dismissed the notion of Türkiye being able to remain insulated from the chaos, arguing that the Israeli state views Türkiye as a strategic obstacle to be subverted rather than a partner to be respected.

Johnson noted that the US has long used Türkiye for its own purposes without regard for Ankara’s long-term interests. “Türkiye is somebody to be used for our purposes,” he said, reflecting the prevailing view in Washington. He cautioned that any Turkish cooperation in “crushing” Iran would not be met with Israeli gratitude, but with further subversion. “They’re going to subvert you, they’re going to destroy you, they’re going to get rid of you,” he warned, characterizing President Recep Tayyip Erdoğan’s attempts to manage the Israelis as “foolish.”

“Donald Trump is under the control of the Zionists”

Addressing the domestic political drivers in the US, Johnson reiterated his controversial stance that the American government remains “under occupation” by the Israeli lobby. He pointed to the frequent visits by Benjamin Netanyahu to Washington—seven since Donald Trump took office—as evidence of the administrative hierarchy being given “instructions.”

“Donald Trump is under the control of the Zionists, as are many members of the US Congress,” Johnson claimed. He argued that for 46 years, the US and Israel have propagated the “absolute false” claim that Iran is the world’s leading sponsor of terrorism. Drawing on his experience at the Bureau of Counterterrorism and data from the CIA and the National Counterterrorism Center, Johnson argued that the primary drivers of international terrorism over the last quarter-century have been Sunni jihadist elements, specifically Takfiri and Wahhabi groups often linked to Saudi billionaires, rather than Tehran.

“Iran is absolutely not the number one sponsor of terrorism, not even anywhere close,” Johnson said. He highlighted Iran’s historical restraint, noting that during the eight-year war with Iraq in the 1980s, Tehran refused to retaliate with chemical weapons despite being targeted by Iraqi gas provided by the US. He credited this to the “spiritual guidance” of the leadership which viewed such weapons as “a sin against Allah.”

“Grabbed the world economy by the throat and is choking it”

The closure of the Strait of Hormuz by Iran has transformed the military conflict into a global economic siege. Johnson reported that even in the US, which is largely energy independent, the psychological and market effects are acute. He cited a 54% increase in gasoline prices at a Florida station within a single week as a harbinger of things to come.

However, Johnson identified a more “dangerous cut off” than petroleum: the supply of urea and nitrogen for fertilizer. “People can live without gasoline. You can walk instead of drive your car… but no fertilizer, no food,” he said. “Famine, starvation is now a definite possibility six to seven months from now.” He predicted that oil could reach $200 a barrel before a collapse in demand triggers a global depression.

Iran’s strategic leverage, Johnson argued, is now absolute. “Iran’s not going to let go of its chokehold. Why should it?” he asked, noting that Tehran is now in a position to demand reparations, the total lifting of sanctions, and ironclad security guarantees that it will never again be attacked by the US or Israel.

“Iran’s military and defense sites are built into mountains… basically impervious to Western missiles”

On the tactical front, the war has exposed the limits of both Western and Eastern technology. Johnson noted that while a Chinese-provided air defense radar system reportedly failed in a combat environment, the Iranian military has successfully downed sophisticated US MQ-9 Reaper and Israeli Hermes drones.

He clarified that while the US JASSM (Joint Air-to-Surface Standoff Missile) has inflicted damage on Iranian infrastructure, it has failed to disarm the nation. “Iran is three times the size of Ukraine,” Johnson reminded the audience. He noted that unlike Israel, which has 55% of its population concentrated in just two cities—Haifa and Tel Aviv—Iran is vast, with its critical assets buried deep underground.

“Iran doesn’t have to target a hundred different places… it only has to worry about two places, Haifa and Tel Aviv,” Johnson said. He revealed that at least one US base in the Persian Gulf has completely “run out of air defense cover,” leaving personnel vulnerable. “Iranian missiles can penetrate and hit them at will.”

“Russia is in a position… the world now needs it and needs it desperately”

The primary beneficiary of this regional implosion, according to Johnson, is Moscow. With the Persian Gulf neutralized, Russia remains the only global power with ample supplies of oil, liquid natural gas, and fertilizer. “Russia is in a position… the world now needs it and needs it desperately, and I’m sure Russia will take advantage of that,” he said.

In his concluding remarks, Johnson emphasized that the era of US hegemony in the Middle East—characterized by “milking” Gulf Arab states for decades under the guise of protection—has ended. The failure to stop Iranian missile barrages and the inability to protect Israel’s “multi-layered” air defense system from Hezbollah’s four-hour saturating strikes have shattered the perception of US invincibility.

“The United States is Goliath,” Johnson concluded. “And now Iran, like David, has hit the United States right between the eyes with the stone and the United States has collapsed.”

Middle East

UNDP estimates $1.38 billion in building damage across southern Lebanon

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The United Nations Development Programme (UNDP) and Lebanon’s National Council for Scientific Research have released a rapid assessment report on building damage in southern Lebanon.

According to Lebanon’s Al-Akhbar newspaper, the study relied on satellite imagery and geospatial artificial intelligence (GeoAI) technologies to assess externally visible damage to buildings along the southern border between October 23, 2025, and April 29, 2026.

The report found that a total of 11,095 buildings had been completely destroyed in the areas surveyed. Based on an assumed average apartment size of 150 square metres, these destroyed structures are estimated to correspond theoretically to 17,891 housing units.

The volume of debris generated in the region is estimated at 3,107,756 cubic metres.

In addition to the buildings that were completely destroyed, the assessment identified partial damage to 2,242 buildings and minor damage to 9,311 others.

At the housing-unit level, the report estimates that alongside the approximately 17,891 units that were completely destroyed, around 5,219 homes sustained partial damage and 18,282 suffered minor damage.

The report stressed that these housing figures are not based on direct field surveys but on mathematical modelling using average floor-space assumptions and therefore constitute theoretical estimates.

Preliminary cost of building damage estimated at $1.38 billion

The report calculated reconstruction costs using a standard benchmark value of $450 per square metre. On that basis, the total preliminary cost of building damage was estimated at $1.384 billion.

Geographically, Nabatieh Governorate accounted for the largest share of the damage, estimated at $1.053 billion, while losses in South Governorate were assessed at $331 million.

At the district level, preliminary costs were estimated at $688 million in Bint Jbeil, $333 million in Marjayoun, $315 million in Tyre, $32 million in Nabatieh district and $16 million in Sidon.

The report emphasised that these figures cover only external physical damage to buildings and do not represent the final cost of reconstruction or the total economic losses caused by the war.

In Bint Jbeil district, the highest levels of destruction were recorded in Aitaroun, where 1,658 buildings were destroyed, followed by Bint Jbeil city with 1,076, Ayta al-Shaab with 539, Beit Lif with 371, Yaroun with 242 and Ainata with 227.

In Marjayoun district, 969 destroyed buildings were recorded in Mais al-Jabal, 824 in Taybeh, 285 in Houla, 199 in Markaba, 184 in Blida and 174 in Deir Siryan.

In Nabatieh district, 71 buildings were destroyed in Yahmar al-Shaqif, 69 in Zoutar al-Sharqiya and 37 in Kfar Sir. In Tyre district, 370 buildings were completely destroyed in Burj al-Shamali, 216 in Naqoura, 162 in Abbassiyeh, 80 in Tyre city and 65 in al-Mansouri. In Sidon district, destruction was concentrated mainly in Zirariyeh, where 65 buildings were destroyed, and Arzi, where 62 buildings were levelled.

The report also outlined significant limitations that prevent the findings from being treated as a definitive final assessment.

The study did not cover entire administrative districts but was limited to areas where clear satellite imagery was available.

As a result, the area south of the Litani River constituted the main focus, while only limited data from areas north of the river were included. Some municipalities were fully surveyed, while only selected sections of others could be examined.

For example, all cadastral zones in Bint Jbeil district were surveyed. In Tyre district, 74 of 75 cadastral areas were fully covered, while one was only partially included.

In Marjayoun, 17 of 33 areas were fully surveyed and 21 partially covered. In Nabatieh, only four of 52 areas were fully analysed, while 15 were partially examined. In Sidon, none of the 77 areas underwent a complete survey, with only five areas partially included in the assessment.

The report listed several additional limitations:

Critical infrastructure damage, including roads, bridges, electricity networks, water systems and telecommunications facilities, was not assessed.

Damage to underground shelters, basements and non-visible interior sections of buildings could not be detected.

No clear distinction could be made between residential, commercial and industrial structures.

Buildings with minor damage were excluded from debris-volume and cost calculations.

Structural density, shadows and narrow streets introduced potential margins of error in satellite analysis.

No field visits or on-site inspections were conducted to verify the findings. The assessment was carried out entirely through desk-based analysis of satellite imagery.

Given the scale of destruction and confidence in the methodology employed, no on-site verification procedures were undertaken in cooperation with the Lebanese Armed Forces or the United Nations Department of Safety and Security (UNDSS).

UNDP said the findings should be regarded as preliminary planning data and that the scope of the assessment would be expanded as additional satellite imagery and field information become available.

Officials noted that once excluded categories and infrastructure losses are taken into account, the true cost of the destruction in southern Lebanon is likely to be significantly higher than the estimates contained in the report.

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Middle East

Iran makes Lebanon ceasefire prerequisite for final agreement with US

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Assessments that efforts to restrain Israel in Lebanon are being shaped less in Beirut or Tel Aviv than in closed-door talks between Iranian and American negotiators resurfaced ahead of negotiations in the Swiss town of Bürgenstock.

Unlike the current approach adopted by the Lebanese government, Iran continues to pursue a strategy of leveraging its influence on the ground to secure diplomatic gains.

The Lebanese government, meanwhile, remains committed to a separate negotiating track that critics say facilitates concessions to Israel at the negotiating table in Washington that could not be achieved on the battlefield.

US Vice President JD Vance, who arrived in Switzerland to participate in the latest round of talks, confirmed that efforts to make the ceasefire in Lebanon permanent would be among the negotiations’ top priorities.

According to CNN, citing a diplomatic source familiar with the matter, the US and Iranian delegations agreed to convene an emergency session on the situation in Lebanon as the first item of discussion, placing the issue at the top of the agenda.

US says it faces difficulties over Israeli withdrawal

According to diplomatic sources cited by Al-Akhbar newspaper, US officials informed the Iranian side that Washington had made intensive efforts to persuade the Israeli government to complete a full withdrawal from Lebanon but had encountered significant difficulties in the process.

US officials requested Iranian support in facilitating Hezbollah’s withdrawal from southern Lebanon as part of efforts to enable an Israeli pullout.

The Iranian delegation responded that Hezbollah was an internal Lebanese matter. While indicating that Tehran did not oppose an agreement by the Lebanese authorities on a timetable providing for a rapid Israeli withdrawal, the delegation outlined what it viewed as its own area of responsibility.

Iranian representatives said both Tehran and Washington had committed to implementing measures aimed at ending the war across the region, including in Lebanon, and argued that the United States should exert pressure on Israel not only to uphold a ceasefire but also to withdraw quickly.

Iran reiterates Lebanon condition for final agreement

An Iranian official also told CNN that ending the conflict in Lebanon was the most important item on the Iranian delegation’s agenda.

During the talks, Vice President Vance said Washington would continue working toward peace between Lebanon and Israel and expressed hope that the temporary ceasefire could be transformed into a permanent agreement capable of delivering long-term stability.

Speaking before the session, Iranian Foreign Ministry spokesman Esmail Baghaei said Tehran would not begin negotiations on a final agreement with Washington unless the war in Lebanon was halted, as stipulated in the US-Iran memorandum of understanding.

In a post on X, Baghaei wrote: “It is not possible to move to the negotiation stage for a final agreement unless these provisions are implemented, foremost among them the first clause, which calls for ending the war on all fronts, including Lebanon.”

Military and diplomatic developments ahead of the Bürgenstock talks threatened to undermine the understanding reached between the parties. Following Israeli attacks in Lebanon and what Iran described as an escalation of military tensions in violation of the US-Iran agreement, Tehran announced that it had closed the Strait of Hormuz to traffic.

In a statement, Iran’s Khatam al-Anbiya Headquarters said the closure of the strait was only the first step in a series of measures planned by Tehran. Iran’s Foreign Ministry subsequently announced the suspension of the Geneva negotiations with the United States.

Following those developments, reports indicated that Washington intervened and increased pressure on Israel, leading Israeli military commanders to issue definitive orders for a complete halt to military operations in southern Lebanon for the second time within 24 hours.

Israeli media reports said the decision was not taken solely on Tel Aviv’s own initiative and that military operations were curtailed as a result of intense US pressure following Iran’s move in the Strait of Hormuz.

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Middle East

US lifts naval blockade of Iran after ceasefire memorandum signed

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The United States has lifted its naval blockade of Iran on the orders of President Donald Trump, ending restrictions on vessels entering and leaving Iranian ports.

Announcing the development, the US Central Command (CENTCOM) said the US military was no longer blocking maritime traffic to Iranian ports and had halted all operations related to enforcing the naval blockade.

The statement added that US warships would remain in the region to monitor compliance with the terms of the agreement.

The decision to lift the blockade follows the memorandum of understanding signed by the United States and Iran on June 18, aimed at ending the war and reopening the Strait of Hormuz to maritime traffic.

After signing the document in France, where he was attending the G7 summit, Trump sent the agreement to Iranian President Masoud Pezeshkian for approval.

In a statement, Iran’s Foreign Ministry said a formal signing ceremony between the two delegations, previously scheduled to take place in Geneva on June 19, would no longer be held.

Negotiations to continue in Switzerland

According to Axios, citing sources familiar with the matter, the signing process for the memorandum of understanding was accelerated in order to reopen the Strait of Hormuz to shipping as quickly as possible.

A planned meeting between US and Iranian representatives in Switzerland has not been cancelled. The talks are expected to focus on launching negotiations over Iran’s nuclear programme, with US Vice President James David Vance and Iranian Parliament Speaker Mohammad Bagher Ghalibaf set to take part.

According to CNN, the 14-point memorandum calls for an immediate ceasefire on all fronts, the lifting of the naval blockade, the resumption of maritime traffic through the Strait of Hormuz, the removal of oil sanctions on Iran and the withdrawal of US troops from areas surrounding Iran.

The agreement also includes the allocation of $300 billion for Iran’s economic reconstruction, the release of $24 billion in frozen Iranian assets and a 60-day negotiation process aimed at reaching a final agreement on the nuclear programme.

In return, the authorities in Tehran pledged not to develop nuclear weapons.

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