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‘The Israeli system is clear: The next country that needs to be weakened is Türkiye’

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In an exclusive exchange conducted by Harici Medya on the sidelines of the Antalya Diplomacy Forum, former Israeli peace negotiator Daniel Levy offers a clinical dissection of the shifting tectonic plates in Middle Eastern geopolitics. Amidst the fog of ongoing negotiations between Washington and Tehran, Levy delineates a region caught between the unpredictable whims of the Trump administration and Israel’s ambitious pursuit of regional hegemony.

Daniel Levy, a senior adviser to the government of former Israeli Prime Minister Ehud Barak, was part of the Israeli team that attended the Taba summit with the Palestinians in 2001. He also participated in the second Oslo negotiations in 1995 with then Prime Minister Yitzhak Rabin. Between 2012 and 2016, Mr Levy served as Director for the Middle East and North Africa at the European Council on Foreign Relations. He is currently president of the New York-based think tank US/Middle East Project.

The veteran diplomat provides a sobering analysis of the fragile ceasefires in Lebanon and the intrinsic link between Netanyahu’s political survival and the perpetuation of conflict. Crucially, Levy draws attention to a burgeoning sentiment within the Israeli establishment that increasingly frames Türkiye as a long-term strategic challenge, mirroring the rhetoric once reserved for Iran. This profound dialogue serves as a roadmap for understanding the complex interplay of personal egos, military-industrial interests, and the calculated destabilization of state structures across the Levant.

First of all, of course, the talks are going on right now with Iran and United States. There were certain news coming in the morning. First, Donald Trump claimed that everything is fine, the Strait of Hormuz is open. Then things didn’t go that way. It seems that the Americans didn’t open their own blockade and now the Iranians want to go back to closing the Strait themselves. So, so what do you expect from the ongoing talks right now? Which direction do you think that things will lead into?

I think there are three or four basic possibilities, scenarios. One is there is a deal of some kind. Second is there may be some quiet understandings or expectations, but there’s not something you could really announce as a deal. But the American President decides he’s had enough anyway. He declares victory and walks away. Of course, Iran, with equal, if not greater justification, will also declare victory and everyone will give their speeches. But essentially the ceasefire will hold, there’ll be an arrangement in Hormuz, etc. And that could transition later to negotiations. But, so that’s the second scenario. Third scenario is Trump decides that the way to get a deal is to do one big final strike just to show that he’s still the tough guy, he’s the warmongers. The Israelis and others, those inside his administration, convince him to strike again.

Like an amphibious assault. Like a what?

Well, it could be. What I’m saying is there’s another American-Israeli aggression, maybe from Trump. The goal is you escalate to de-escalate like he did in June of 2025. But once you do that, you’re no longer in control of events because Iran will respond. If that’s the third scenario, then either that segues towards a resumption of a prolonged conflict, or that segues towards walking away, declaring victory. Sorry, negotiation. We seem to be more in the non-escalation trajectory at the moment. Even though there are the things going on in Hormuz, which if the Americans are going to blockade, of course the Iranians are as well. So that’s where we are. The problem is in trying to decipher what will happen next. Of course, there are lots of moving parts, but the thing that makes this most difficult is you have an American president who is not only unpredictable, not only incompetent, but also incoherent. He has no strategy and therefore he doesn’t really know why he went to war, what he wants to get out of the war. I know there are people who think that’s naive to claim that; no, of course, there’s American geostrategy. You’re trying to take hold of an important choke point in world energy. It’s good for the American military-industrial complex. All those arguments are fine. There’s an element of that. But that’s not what’s defined this war. What’s defined this war is the fragile ego, the peculiar personality, easy to manipulate, as we saw with Netanyahu. The reports of how Netanyahu went to the White House, went to the Situation Room, told the American president a story which in any other American administration, the experts would say, “Mr. President, now that our guest, the Israeli Prime Minister, has left, here’s what’s really the story. We’re not doing this.” This president fell into the trap that no other president has before. The trap’s been laid before by the Israeli prime minister. So because of those things, it’s more hard to predict than it would otherwise be. And the president, President Trump, can lurch from, you know, one… he can wake up one morning, he’s spoken to someone, he’s heard an interview on Fox TV and make one decision, and then the next morning makes another one. So it seems that he is fed up with the war. He knows that the politics, the economics are difficult for him to manage. But maybe he thinks he’s Jesus again tomorrow and he carries on the war.

The Lebanon part of the war was really on the spotlight because Pakistan was saying one thing, Iran was saying one thing, then the United States and Israel were saying the complete opposite of what they were claiming. So what we have seen from the beginning of those talks with the ceasefire, it seems that the initial discussion was about actually involving Lebanon, too. And now we come to a point where Israel was reluctant to listen to what Donald Trump or the entirety of American systems tells them to do. But now, for some reason, Donald Trump managed to push Israel to hold a ceasefire on their own. So do you think that this is a failure by Israeli government to not be able to hit their war goals, which was reaching out to the Litani River? What do you think about it?

So, first of all, and this is playing out inside Israel, this doesn’t feel like a win on Lebanon. They’ve destroyed things. That’s their modus operandi. But being told, and especially the very particular language that President Trump uses in his Truth Social postings, “Enough.” This isn’t where Israel thought it would be. It also makes it quite clear that this was part of the deal, that it was the Iranians and the Pakistanis who were telling us the truth on Lebanon. It is also probably the clearest indication we have that Trump actually wants to close the escalatory logic of this war and to be in an ending this deal, de-escalation place because he’s imposed this ceasefire in Lebanon on Israel. It also shows us that if the Americans want to impose something on Israel, they can. Not that we needed any proof of that. Because it’s obvious America has the leverage. America gives them the weapons, America gives them the political support. If America says stop, Israel says yes; it tries everything to avoid that. It will continue to try to provoke. So inside Israel, there is a lot of criticism. First, as usual, Israel overestimated its own capacity and underestimated that of its adversary. You had the Northern Commander of the Israeli military saying, “We were surprised by Hezbollah still having this capacity to send rockets to fire on the ground.” But, and the “but” is important. As usual, it’s a ceasefire, Israel style. And it’s a ceasefire that the Americans have accepted, at least in this respect, Israeli stipulations on the ceasefire. Which means Israel is still physically inside Lebanon. So it doesn’t have the larger security buffer, but it has a significant security buffer. In fact, they took additional land inside Lebanon, bordering Syria, in the hours leading up to this declaration. And Israel, according to the document, the text, can act to prevent immediate operations from the other side. But who defines what that is? Who defines what the threat is? As long as Israel defines the threat, it will define it widely. Nonetheless, Israel has been significantly curtailed, which never happens on the Palestinian front, of course.

With Netanyahu government, there are a lot of, maybe conspiracy theories, maybe more normal comments. But people are claiming that Netanyahu is pursuing more and more war around their neighbors and with Iran because he wants to, you know, just keep going in the political scene. If they stop, maybe he’s going to get into a court case, he’s going to get arrested. Do you think that’s the case or do you think that the Israeli government and Israeli state itself wants to pursue these wars?

So I don’t think it has to be one or the other. It can be both. And I think in this case it is both. Netanyahu, who is alive, by the way, in terms of rumors of conspiracy theories… Well, it’s a weekly rumor. Exactly. It has served him politically since October 7th to be a permanent wartime leader, for Israel to be in perpetual war. Every week he’s still supposed to be in court. Every week he still sends his lawyers to the courthouse to say, “I can’t come this week, I’m busy with the war,” which is genuinely what’s happening. It seems like with the election getting closer, he wants these conditions and he has many options: Lebanon, Iran, Gaza, West Bank. So it’s not just a continuation of war, it’s a continuation of war on multiple fronts. There are other elements to this. Economically, part of how Israel has managed its economy is a version of military Keynesianism, which has been to pump money into the economy not only through the military-industrial complex, but also through the compensation that reservists receive. So part of the money in the Israeli economy at the moment is the very generous packages that those who sign up for more and more and more weeks of military service are getting. And Israel went into this war with a low debt-to-GDP ratio, so it has headspace to keep doing that. But then there is the part of this that’s not about Netanyahu, his personal court case and political management. This is about something that goes much deeper. He has support from the opposition. The opposition criticized: “Why didn’t you get the Americans to do more with us in Lebanon? Why didn’t you build more shelters?” They’re actually mad that they stopped. The opposition are just as belligerent in this respect as the Prime Minister. Back when there were discussions over the Israelis being held in Gaza, the opposition would say, “Get the hostages released and then resume the attack. Why don’t you at least get the hostages released?” So this goes much deeper into Israeli conceptual thinking and how the state has gone on a journey to promoting and then manufacturing societal consent for genocide against the Palestinians and war in the region. And so the way one has to understand this is Israel has a vision for regional domination that requires the weakening and collapsing of surrounding states, of any potential power balances or anything that could emerge as a peer competitor. Of course, Israel’s not the only one that has been involved in encouraging the collapse of states. Israel wasn’t the primary actor in Syria for sure. Israel did then go and smash up what was left of what the Syrian successor leadership could have done after Assad fell. And it even includes trying to… there are some states you’re not going to collapse, but you want to co-opt them. You want them to become dependent on Israel, more vulnerable, like the Gulf. Israel’s desired intentional outcome from this war with Iran was that the Gulf would be more weakened. And of course, the Israeli system is very clear in which country next needs to be weakened; it’s a country called Türkiye.

Yeah, I’ll get to that. But firstly, the cost of doing all of that, the road to regional hegemony, if you will. It’s always claimed that it’s Israel’s reputation and Israel’s friendships, all in the West, in Europe, in the United States and everything. But there’s this idea that if this war stops, somehow, not just Iran, all of that stops. Probably Israel has the idea that things will go back to how it was before. There won’t be any sanctions, there won’t be any, quote-unquote, “hard feelings” with the Western countries. Do you think that’s going to be the case? Because when Germany put sanctions on weapons sales to Israel, they waited for a ceasefire in Gaza, and the moment that it took place, there was just no more sanctions or no more ban for weapons sales. So do you think that’s going to happen with European states who right now are showing negative emotions towards Israel’s actions?

So I think this is a project of overreach, of exaggeration, which is typical of a state that goes to a very extreme place, which is the case in Israel today. But the Israeli, Netanyahu and others’ counter-narrative would be: so far it works. So one thing that’s going on here is while we’re in this moment of fluidity and while he still has Trump onside in the White House, and while everyone else is going, “Oh, my God, what do we do with Trump?”—Europeans, Arab allies, even Tier One Asian-American allies—Netanyahu is saying, “Let’s exploit this moment to strengthen our position to the maximum possible, and then things will settle down again, but we’ll be that much stronger.” So the bet he is placing is if Israel is successful enough, then the others won’t have a choice. They’ll be dealing with a much more powerful Israel. You know, as soon as Germany went one way, it went back the other way. And not only went back the other way, Germany has now signed one of its biggest drone manufacturing deals with an Israeli military arms company. So Netanyahu is saying, “Look, if I can pull this thing enough in my direction, if I get more of the Gulf with me, then India will be less reticent about taking sides. It will be more with me. I have the relations with Greece and Cyprus on energy. Maybe I force Lebanese gas to come this way, maybe I force the Syrians into a similar arrangement. Even if we’ve lost image, even if the reputation looks different, power talks and we can lose the campus and we can lose public opinion, but we can retain enough power that people won’t have a choice. And then they’ll basically accept in Europe as well.” Everyone will look at America as unreliable. This is even thinking for a post… kind of how do we function with an America that has reduced power? If we can assert this, others will fall in line. That’s the gamble. That’s the bet that Netanyahu is placing. There is, to my mind, sadly too much evidence that it’s not a crazy bet. Now, I don’t think it’s going to work. I think there will be blowback. I don’t think he can succeed. But that’s what he’s trying to do. And at the moment it’s not clear that he will fail.

Final question. You already mentioned about their will to, you know, have a quarrel with Türkiye. They’re making it evident in the media, they’re making it evident by their politicians and the claims they do. But at the same time yesterday Mr. Tom Barrack was here and he asked the same question if there will be a fight between Israel and Türkiye. And he said that it’s just rhetoric, there’s nothing serious behind it, that they are just being pushed by people around the leaders like Netanyahu and Erdogan. So I would like to ask you, is there a realistic scenario where Türkiye and Israel are going to face each other and what position the United States will take in such case?

So we’re not talking short term, but this is more than rhetoric. Israeli officials go around the world to their friends and they say, “We need to talk to you about Türkiye, why this country is dangerous.” They are beginning to talk about Türkiye in the way they used to talk about Iran. And Iran was not a short-term project. Iran was a decades-long project of creating the conditions for a confrontation. They warn about the Turkish missile program. That’s the language that they use. But it’s not just that. Türkiye would be not a serious actor in statecraft if it wasn’t now testing on the other side, which I’m sure it is, which is to look at… we’re not talking about war in the short term. What we’re looking at is what vulnerabilities can we begin to create or exploit. One should, for instance, see the energy relationship not only with Greece and Cyprus, but with Egypt. And if they can pull, as I said, Lebanon and maybe try and pull Syria just to test… maybe we can’t, but let’s try. Try the first time. If there is a Syria-Israel relationship, they will see where it can go. Now, I’m not saying that will happen; I don’t think it can. But on Lebanon they will try. They may get further. On Syria, they will try. The relationship on the Kurdish front, Israel got a defeat there when the Americans came in and said, “No, we’re not going to,” when the SDF was forced into the climb down that it was forced into with the Syrian state. So they get setbacks as well. Somaliland, the Israeli recognition of… So there are going to be things happening in places that you go, “What was that about?” and then you say, “Oh, okay.” One of the angles to this story, like the Somaliland story, is a Turkish angle. Israel putting a base somewhere next to where Türkiye has an influence. Sudan. Israel’s not a main actor in Sudan, but Israel’s closest friend in the Gulf is a very main actor in Sudan. So let’s see what we can do there. So you will see sometimes under the surface things going on if Israel is able to continue to pursue this. Now, the counterpoint to that is whether you begin to get an alliance in the region which includes containing and deterring Israel as part of its DNA, as part of its mission statement, if you like. And that’s the subtext to a lot of what is going on is whether Israel can pull more people in its direction or whether we get something that begins to look like containment. But if Israel could continue to pick off country after country, one at a time, then it will continue to escalate its future planning in a belligerent way vis-à-vis Türkiye. If it is forced to roll back some of its ambitious domination project, then the Türkiye thing is too much of a stretch.

Thank you so much, sir.

Pleasure.

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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Interview

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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