Renewed military actions between the United States and Iran are unlikely to lead to Iran's capitulation, according to security experts. Instead, they suggest that economic pressure, particularly unilateral U.S. sanctions, will continue to be ineffective due to international trade with Iran by countries like China and Russia.
Iran retains the capacity to disrupt global oil markets by threatening passage through the Strait of Hormuz, a critical economic chokepoint. This leverage complicates any strategy aimed at forcing Iran's compliance.
Experts point to a potential diplomatic off-ramp: a negotiated deal based on a previously outlined Memorandum of Understanding (MoU). Such an agreement could be perceived as a victory for the U.S. by weakening hardliners within Iran and reassuring the international community about Iran's nuclear program. A key component of this proposed deal is the lifting of all U.S. sanctions on Iran.
Over time, the removal of sanctions could weaken Iran's powerful Islamic Revolutionary Guard Corps (IRGC), which has significant penetration into the Iranian economy. Increased economic engagement with the outside world might gradually encourage political and social change within the Islamic Republic, potentially leading to a moderated form of the current regime. However, achieving this outcome would require "strategic patience" from the U.S. and its partners, a quality that is currently in short supply.
For the immediate future, analysts anticipate a continuation of the current volatile and inconclusive situation, which is detrimental to all parties involved. The complexities of the Iranian economy, deeply intertwined with the IRGC, present a significant hurdle to any rapid transformation. The prospect of continued instability highlights the challenges in resolving the ongoing U.S.-Iran tensions through current approaches.