The Trump administration has intensified its military campaign against Iran, with the stated immediate objective of reopening the Strait of Hormuz and punishing Tehran for attacks on shipping and U.S. forces. However, the specific conditions Iran must meet to halt these strikes, and the administration's broader strategy, remain unclear even as nuclear negotiations have stalled.

President Donald Trump has threatened to expand the U.S. military action to include Iran's nuclear sites, bridges, and power plants. "Making Iran pay" is the clear objective of the renewed strikes, according to a U.S. official, who noted that President Trump is focused on Iran's violations of a memorandum of understanding and its continued actions in the Strait of Hormuz, as well as the recent deaths of U.S. soldiers.

These strikes, which began on February 28 with Operation Epic Fury, initially aimed to prevent Iran from acquiring nuclear weapons, destroy its ballistic missile capabilities, degrade its navy, and sever its support for proxy groups. While the administration declared these objectives achieved in April, Iran has retained the ability to threaten commercial shipping and U.S. forces. The current focus is on Iran's maritime capabilities, with U.S. Central Command reporting strikes targeting coastal surveillance sites, air defenses, and missile and drone facilities to degrade Tehran's ability to attack commercial vessels.

Secretary of State Marco Rubio has framed the campaign as an effort to prevent Iran from establishing a precedent of controlling an international waterway, emphasizing that Washington remains open to diplomacy. He stated that Iran must cease attacks on commercial ships and allow the reopening of the strait for the U.S. to alter its approach. Yet, the recent expansion of targets beyond maritime assets to include infrastructure raises questions about the overall strategy.

The memorandum of understanding, which envisioned a nuclear agreement within 60 days, has not materialized. The renewed fighting has cast uncertainty over its timing and prospects. While Trump has continued to threaten Iran's nuclear infrastructure, he has also indicated a potential softening of original demands regarding ballistic missiles. The administration has not clarified whether objectives related to missiles or Iran's support for proxies remain conditions for a resolution.

Retired Air Force Brig. Gen. Robert Spalding suggested that preventing Iran from obtaining a nuclear weapon remains the overriding objective. He posited that protecting commercial shipping in the Strait of Hormuz could require a prolonged U.S. presence, likening it to past long-term enforcement operations. Such a mission, however, would not necessarily resolve nuclear negotiations or produce a political settlement, potentially leaving U.S. forces enforcing access to the strait while the broader conflict persists.

Ali Vaez, Iran project director at the International Crisis Group, argued that the administration's shifting focus indicates a lack of a coherent strategy connecting military actions to a defined end state. Vaez described Iran's ability to threaten shipping through Hormuz as a potent form of leverage, a "weapon of mass destruction" that allows Tehran to exert economic pressure on the United States. He suggested that both sides are in a zero-sum situation, with Iran viewing control of the strait as essential for its survival and unwilling to surrender it without weakening its negotiating position. Vaez concluded that there is no military solution and that further conflict may ultimately lead both sides back to the logic of the initial memorandum of understanding, as neither can deliver a decisive blow to the other.