The Argument for War with Iran.

            Currently, 89 percent of world energy use comes from high-carbon sources like oil.[1]  Whenever the “green transition” comes to energy, it won’t be for a long time yet. 

            Until then, the world economy runs on oil.  World prosperity runs on oil.  The economic, social, and political effects of supply disruptions and/or price spikes can be very great.[2]  Stepping back a bit, the economic crisis of the 1930s wrecked political democracy in Germany, nearly wrecked it in France and the United States, and subjected it to great stress in Great Britain.  What did we get from that? 

            The Middle East is one of the several great centers of oil and natural gas production in the world.  Whatever one thinks of the people running the carbon-producing countries of that region, peace and political stability in that region are much to be desired.  There is no hiving it off from the rest of the world economy.  The world has a single global oil market.  What happens in one oil producing region affects the price everywhere. 

            Since the Iranian Revolution of 1979, Iran has been a Shi’ite theocratic dictatorship.  It has been anti-Western, anti-Sunni Muslim, anti-Israel.  For historical reasons, it has been especially anti-American.[3]  It has long pursued nuclear weapons, built a huge arsenal of missiles, and created proxy military groups in the Middle East.[4]  Taken all together, for many years Iran has been the creator and sustainer of many aspects of a multi-layered regional crisis.  A nuclear-armed Iran could destroy Israel, hold all the oil states hostage, and deter the US from putting its forces at risk in the region.  It posed a mortal threat to regional stability and the world economy. 

            But what to do about it?  President Obama did a deal with Iran.  The agreement offered Iran relief from international economic sanctions in exchange for a time-limited reduction in its nuclear effort.  It did not permanently end Iran’s nuclear program, nor limit its ballistic missiles, nor restrain Iranian proxies.  President Trump withdrew from the executive agreement, and re-imposed economic sanctions.  He also ordered the killing of Iran’s head terrorist as a warning shot.  President Biden tried to revive the Obama agreement, but the Iranians refused to play ball.  They drove ahead with their nuclear program, while winding-up and arming up Hamas in Gaza.  The latter effort spilled over in October 2023. 

            In Summer 2025, with Trump president once again, the United States and Israel launched a joint attack that badly damaged Iran’s nuclear program.  Trump offered to negotiate.  He wanted Iran’s nuclear effort permanently stopped, but he scaled back the demands on the missiles and the proxies.  Those negotiations dragged on.  The Iranians wanted the nukes and—apparently—believed that they could get the Americans bogged down in talks. 

            The Islamic Revolution has mismanaged the economy for decades.  Many younger people reject the state’s strict social rules.  Demonstrations have broken out again and again. 

            Trump made them an offer they shouldn’t have refused.  Maybe the regime will fall. 


[1] See: Global Energy Tracker | Council on Foreign Relations 

[2] See: 1970s energy crisis – Wikipedia  This is a useful introduction to some events and their effects, but barely scratches the surface. 

[3] In 1953, an Anglo-American engineered coup put the Shah back in power.  The Shah pursued a socially-disruptive modernization of the country while also stomping all over any sign of dissent.  Throughout this process, the Americans turned a blind eye to the abuses and rising discontent. 

[4] In Syria, in Iraq, in Lebanon, in Gaza, and in Yemen. 

Where we are with Iran.

            The radioactive isotope U-235 can be “enriched” to higher levels of purity by the use of special centrifuges.[1] Enriched to low levels (3.67 percent), U-235 can be used as fuel for nuclear power plants.  Enriched to very high levels (90 percent), U-235 can become the basis for a nuclear weapon.  Enrichment is a slow business in the early stages, but each successive step becomes much faster from higher levels of purity.  According to one expert, it might take a month to enrich U-235 from 20 percent to 60 percent, then a week to go from 60 percent to 90 percent.  However, more centrifuges are required to achieve each higher level of purity.[2] 

            The development of nuclear material is one step.  The development of the technology of making an actual weapon, and the development of ballistic missiles are additional steps.  There is nothing to say that these steps have to be done sequentially, rather than in parallel.    

            Iran had developed a large infrastructure of uranium-enriching centrifuges, along with other elements of nuclear weapons development.  Alarmed, the international community imposed increasingly severe economic sanctions on Iran.  Eventually, the Iranian government agreed to negotiate. 

            The 2015 international agreement limited Iran to possessing 660 pounds of U-235 enriched to 3.67 percent and required the shut-down of many of its centrifuges.  In return, Iran won removal of some—but not all—of the international economic sanctions.  Many other issues regarding Iran’s foreign and military policy were set aside for further negotiations.  Many economic sanctions were retained as leverage for these proposed future talks. 

            President Donald Trump soon abandoned the 2015 agreement and plastered Iran with sanctions.  Iran then began moving away from compliance with the 2015 agreement.[3]  Iran increased its supply of U-235 that had been enriched to 3.67 percent; enriched some of its U-235 to 20 percent; restarted some its centrifuges; and blocked international inspectors from some of their agreed work.  According to a February 2021 report from the International Atomic Energy Agency, Iran now possesses ten times the amount of enriched U-235 allowed under the agreement.  If processed into weapons-grade material, that would be enough for three nuclear weapons.  In addition, Iran has “largely ignored” an agreement on missiles and has allowed an agreement to expire that permits the security cameras to view Iran’s nuclear fuel.[4] 

            There are several ways of interpreting the series of measures taken by Iran.  One way is to see it as slicing the salami, seeing exactly what it can get away with without provoking an attack.  Another way is to see it as a slow ratcheting up of pressure to both force a revival of the 2015 agreement and to improve Iran’s position in negotiations. 

            In the nature of the production process, holding down both the amount of enriched U-235 and the number of centrifuges are key.  In mid-April 2021, Israel caused a major “mishap” at the centrifuge facility at Natanz.  Perhaps several thousand centrifuges were destroyed. 


[1] Rick Gladstone, William J. Broad, and Michael Crowley, “Iran Says It Won’t Make Bombs, But It May Be Inching Closer,” NYT, 18 April 2021. 

[2] Thus it would take 500 centrifuges to move from 20 percent enrichment to 60 percent enrichment, and 600 centrifuges to move from 60 percent to 90 percent enrichment. 

[3] As American bombing in Vietnam showed, this latter strategy doesn’t always work.

[4] David E. Sanger, “On Iran, Biden Walks a Tightrope Between Force and Diplomacy,” NYT, 29 June 2021.