Rumble in a strategic jumble.

In boxing terms, Iran is doing an Ali rope-a-dope defense against the US. Strategically, the US, like Foreman, sought the fight in order to burnish its fearsome (some might say brutish or thuggish) reputation. In return, Iran had to take the fight because it came to it as a matter of reputation, honor and physical defense. For one. the fight was an (ill-advised and ill-conceived) opportunity; for the other, it is existential.

Theoretically a mismatch between a much more powerful state and a far weaker adversary, at a tactical level the conflict has turned into an asymmetrical war of attrition. Asymmetrical because it is not just about weapons capabilities but also about political and social will and comparative timetables. The US has midterm elections, domestic economic factors and the global system of trade to consider and operates on chronological calendar-defined notions of political, military and economic time. The Iranians have their existence to consider and operate on cloud time, not because they are dreamy but because like the movement of clouds, they operate with a different, far slower and longer conceptions of temporal movement. The US initially said that it would win in 6 or so weeks, and because that time frame has now been reached without a win, it has rushed to seek a means of saving face and going home–or even to the status quo ante. It will not achieve the latter but will have to do the former sooner or later. This is an own-goal that makes W. Bush’s invasion of Iraq look like strategic genius.

Saving face will be hard to do, so the MAGA administration may decide to double down and as Trump suggested a few days ago, turn the conflict into a religious civilisational war of annihilation with apocalyptic objectives. That may be delusional, but given what else has happened with the Trump 2.0 administration it is no longer in the realm of the impossible save for the intervention of the global community. Meanwhile, the Iranians have expected and prepared for as much.

For the moment the Iranians are doing the rope-a-dope, Middle Eastern style. Absorbing blows, shifting its centre of gravity, counter-punching just enough to stay in the fight–nimble, agile and patient. Under Trump and Hegseth the US is a lumbering Foreman looking for a knockout but, because it has no strategic rationale, instead is exhausting itself politically/diplomatically while doing so. Meanwhile, after the initial US/Israeli onslaught, Iran is recovering, conserving its resources, digging (further) in and keeping its powder dry for the next rounds.

The difference with the original Ali-Foreman bout is that Iran will not eventually counter-punch a knockout blow, but will force the US to retreat, reduce its barrages, stumble about seeking a different type of military opening, hope for a draw and/or quit. The apocalypse scenario will only delay and raise the costs of the eventual stalemate, even if Israel or the US decide to abandon all rationality and exercise their nuclear options against what still remains a non-nuclear weapons state. Then yes, armageddon may come.

Short of that, the post-fight scenarios will be negative for both aggressors as well. Neither the US or Israel will have the eyes and ears inside of Iran that they once had, Iran will still have its maritime toll system in the straits of Hormuz (basically a pay to play scheme in order to guarantee safe passage), will still have weapons and U235 stockpiles hidden away, and former US and Israeli allies and clients will re-calibrate their relationships with both while the world trade systems adjusts away from Western-centric financing, insuring and perhaps fossil fuel dependency itself (to include derivatives such as plastics and fertiliser as well as non-renewable energy supplies). As others have written, the ultimate irony is that Iran may well come out of this strengthened and the global of system of trade less US-dependent than they were before the preventative US/Israel wars of preventative aggression were launched against the Persian nation-State.

Think of it this way: the Arab oligarchies that thought that they sat safely under the US security umbrella now are being bombed by Iran because they allow the US to attack Iran from bases on their soil. Yet they are too afraid to counter-attack Iran because they fear the implications of a wider regional war on their material fortunes. NATO has now seen what the US security guarantee looks like in practice, and with Trump ranting about quitting the alliance and taking Greenland (while appeasing Putin with regard to Ukraine), they see what the future holds if they persist in trying to accomodate the bully. As for Taiwan and its US security guarantee–may the goddess protect them. Meanwhile, other Great Powers or Great Power wanna-be’s bide their time…

Getting back to the original boxing analogy, this juror’s score is TKO or win by points for the Iranians. Someone needs to tell the self-proclaimed champ that it is time to retire.