The intensifying conflict between the United States and Iran has entered a new phase characterized as the “Battle of Hormuz,” according to Nicholas Carl, assistant director of the American Enterprise Institute’s Critical Threats Project. While the US and Israel have achieved military success against Iranian ballistic missiles and nuclear infrastructure, these military gains have yet to translate into a permanent strategic shift, leaving the regime in Tehran actively seeking to secure control over the vital Strait of Hormuz.
The Strategic Stalemate in the Strait of Hormuz
The current hostilities represent a calculated attempt by Iranian leadership to capitalize on their position. Nicholas Carl argues that Tehran is leveraging the destabilization of energy markets to pressure the US into a more favorable long-term agreement. By creating economic and political costs for the US, Iran aims to secure formal control over the Strait of Hormuz and obtain significant financial relief.
Despite the implementation of a memorandum of understanding (MOU) during the Trump administration, Iranian leaders have rejected the terms as insufficient. Carl notes that while military campaigns have successfully targeted Iran’s conventional forces and defense industry, the regime remains committed to fighting. The primary goal for Tehran is to transform temporary battlefield advantages into a permanent, internationally recognized settlement that bolsters its own regime stability.
Did you know?
The Strait of Hormuz is a critical chokepoint for global oil transit.
Potential Futures for the Iranian Regime
The long-term trajectory of the Iranian state remains uncertain, with analysts suggesting three primary outcomes for the current regime. According to Nicholas Carl, the most likely scenarios include:

- Persistent Protest Cycles: The regime may face ongoing internal instability as mass demonstrations continue to challenge its authority.
- Increased Repression: Tehran could mirror the isolationist and authoritarian model of North Korea to maintain internal control.
- Political Fragmentation: The country could fracture into ethnic enclaves, mirroring the ongoing instability seen in states like Syria.
Regarding specific political shifts, Carl dismissed reports of a Mossad-backed plan to install former Iranian President Mahmoud Ahmadinejad as a new leader, characterizing such prospects as “far-fetched.”
US-Israel Defense Cooperation
The US-Israel partnership remains a cornerstone of regional security, even as shifting domestic political forces in the United States challenge the traditional alliance framework. Nicholas Carl emphasizes that both nations must prioritize their shared strategic interests to counter Iranian influence. The ongoing war serves as a reminder that both countries currently face a protracted struggle, one that is likely to continue until one side outlasts the other.
On the ground in Israel, the impact of the conflict is tangible. Military reporter Stav Levaton recently documented the aftermath of a high-casualty incident involving ballistic missile impacts in Arad and Dimona, which left nearly 200 people wounded. Stories of community resilience, such as those found in youth programs targeted by the strikes, highlight the human toll of this expanding conflict.
Frequently Asked Questions
- What is the “Battle of Hormuz”?
- It is the term used by analysts to describe the current stage of the US-Iran conflict, where Tehran is actively attempting to secure strategic control over the Strait of Hormuz to force a more favorable political outcome.
- Has the US-Israel military campaign succeeded?
- According to Nicholas Carl, the campaign has achieved extensive military success against Iran’s nuclear program, ballistic missiles, and defense industry, but these achievements have not yet resulted in a positive political outcome for the US.
- What does Iran hope to gain from the current war?
- Iran is seeking to destabilize energy markets to convince the US that continuing the war is too costly, aiming to secure a permanent agreement that includes financial relief and formal control of the Strait of Hormuz.
Stay informed on regional security developments by following the Lazar Focus podcast, which provides deep dives into the geopolitical events shaping the Middle East.

The work of reporting on the ground is made possible by the support of our readers. If you value independent, human-led journalism, consider joining The Times of Israel Community to help us continue these essential updates.
Related reading
- Māori Word Voted World’s Most Beautiful by Language App
- Earthquake in Venezuela Today, July 18: Latest FUNVISIS Report
- US Strikes Iran: Military Escalation and Tensions in the Strait of Hormuz (archyde.com)
- Iran War Updates: U.S. launches 7th straight day of strikes as traffic freezes up in Strait of Hormuz (archyworldys.com)