These two essays in The Atlantic got a lot of attention because of who wrote 
them -- neo-conservative co-founder of Project for a New American Century

(Also--he is the son of historian Donald Kagan, who wrote, based on Thucydides, 
"The History of the Peloponnesian War", which I highly recommend)

================================================
Robert Kagan -- May 10, 2026
Checkmate in Iran
theatlantic.com/international/2026/05/iran-war-trump-losing/687094

(excerpt below)

Washington can't reverse or control the consequences of losing this war.

It's hard to think of a time when the United States suffered a total defeat in 
a conflict, a setback so
decisive that the strategic loss could be neither repaired nor ignored. The 
calamitous losses
suffered at Pearl Harbor, the Philippines, and throughout the Western Pacific 
in the first months of
World War II were eventually reversed. The defeats in Vietnam and Afghanistan 
were costly but
did not do lasting damage to America's overall position in the world, because 
they were far from
the main theaters of global competition. The initial failure in Iraq was 
mitigated by a shift in
strategy that ultimately left Iraq relatively stable and unthreatening to its 
neighbors and kept the
United States dominant in the region.

Defeat in the present confrontation with Iran will be of an entirely different 
character. It can neither
be repaired nor ignored. There will be no return to the status quo ante, no 
ultimate American
triumph that will undo or overcome the harm done. The Strait of Hormuz will not 
be "open," as it
once was. With control of the strait, Iran emerges as the key player in the 
region and one of the
key players in the world. The roles of China and Russia, as Iran's allies, are 
strengthened; the role
of the United States, substantially diminished. Far from demonstrating American 
prowess, as
supporters of the war have repeatedly claimed, the conflict has revealed an 
America that is
unreliable and incapable of finishing what it started. That is going

================================================
May 22, 2026
Trump's Endgame Is Surrender

(full text)

He seems to hope to slip away without Americans noticing the magnitude of this 
defeat.
The outlines of President Trump's endgame in the Iran war are now emerging. In 
a phone call
with Israeli Prime Minister Benjamin Netanyahu yesterday, Trump reportedly 
explained that
the United States was negotiating a "letter of intent" with Iran that would 
"formally end the war
and launch a 30-day period of negotiations" on Iran's nuclear program and the 
reopening of
the Strait of Hormuz. The purpose and effect of such an agreement should be 
clear: The
United States is walking away from the crisis. Trump may launch another limited 
strike to look
tough and satisfy the demands of the war's supporters, but it would be a 
performative
gesture. Endgame in this case is a euphemism for "surrender."

Trump has blinked many times in the confrontation with Iran-ever since March 
18, when
Israel attacked the Pars gas field and Iran retaliated with a strike against 
Qatar's most
important natural-gas-production facility. Trump then called for a halt on U.S. 
and Israeli
targeting of Iran's energy infrastructure, and the war effectively ended.

Trump's repeated threats to resume attacks since then have proved to be bluffs. 
The leaders
in Tehran have been calculating for two months that Trump would not launch 
another attack,
and for this reason they have made no concessions despite the damage they 
suffered from
37 days of relentless strikes. On the contrary, their terms for a settlement 
are those of a victor:
They demand war reparations, no limits on uranium enrichment, recognized 
control of the
strait, and an end to sanctions.

For Trump to respond to this defiance by now calling for another 30 days of 
cease-fire and
talks is a tacit admission of defeat. If he does launch a performative attack 
in the next few
days, the Iranians will understand it for what it is. No one believes that he 
is going to resume a
full-scale war a month from now. Among other reasons, with 30 more days to 
heal, rearm, and
fill its coffers with tolls, Iran will be a more formidable adversary.

In 30 days, moreover, the new Iranian strait regime may already be firmly in 
place. As the
Institute for the Study of War reports, Iran has been using the cease-fire 
period to "normalize"
its control over the strait by "compelling oil-importing countries" to 
establish transit
agreements with Tehran and charging fees on vessels from nations without such 
deals.

According to Iranian officials, the new strait regime will give Iran's 
strategic partners, such as
Russia and China, priority and allow nations friendly to Iran, such as India 
and Pakistan, to
negotiate their own transit agreements. Vessels associated with nations that 
Iran regards as
an adversary will be denied access to the strait entirely.

Several nations, including South Korea, Turkey, and Iraq, are reportedly 
already negotiating at
least temporary transit agreements. Now that Trump has made clear he has no 
intention of
fighting to reopen the strait, the stampede to get good terms with Tehran will 
begin. All nations
heavily dependent on energy from the Persian Gulf will want to cut their deal 
quickly to get the
oil and gas and other commodities flowing and rescue their battered economy. 
Those nations
currently allied with the United States and friendly to Israel will feel 
pressure to distance
themselves and make their peace with Iran. The international sanctions against 
Iran will
collapse, and even more money will pour into the country's accounts as its 
newly central role
in the global economy becomes normalized. By the end of 30 days, most of the 
world will
have a stake in the new arrangement and will oppose any resumption of 
hostilities, even in
the unlikely event that Trump wanted to go back to war.

Trump no doubt hopes that he can slip away without Americans noticing the 
magnitude of this
defeat. The financial markets may stabilize if it is clear that oil will 
eventually start flowing
again through a reopened strait, even if under the new Iran-controlled system. 
A major
strategic setback for the United States need not affect Wall Street. The 
president may also
hope that he can change the subject by launching another military operation, 
this time against
the government in Cuba. And the news media have indeed begun writing more about 
Cuba
than about the unfolding disaster in Iran.

According to one U.S. official, Netanyahu's "hair was on fire" after the call 
with Trump-for
good reason. The Iran war may end up as the single most devastating blow to 
Israel's security
in its brief history. On the present trajectory, Iran will emerge from the 
conflict many times
stronger and more influential than it was before the war. It will exercise 
leverage with dozens
of the richest nations in the world, all of which will have an acute interest 
in keeping Iran
happy. They will be unlikely to take Israel's side in any conflict that it has 
with Tehran or with
its proxies in Lebanon and Gaza, because Iran will have the means to punish 
them if they do.
Israel will emerge more isolated than it has been at any time in its 
history-and not least from
its only reliable protector, the United States. When Trump turns his back on 
Israel, as he must
do to implement this policy, MAGA will gladly follow. The bipartisan 
anti-Israel consensus in
the United States will grow and harden.

Will Israel go gentle into this good night? That is the wild card that may 
disrupt the financial
markets' dreams of a new stability in the Gulf. A stronger, richer, more 
influential Iran will
mean new life for Hamas and Hezbollah. It will mean the end of the Abraham 
Accords, as the
Gulf States will have to make their own peace with Tehran so that their 
economies can
survive. Trump says that Netanyahu "will do whatever I want him to do." But can 
Israel stand
by while Iran replaces the United States as the arbiter of power in the region?
Most likely, the new normal in the Persian Gulf will be chronic instability and 
frequent
disruptions in shipping. That's what happens when the hegemon cedes hegemony.



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