US Naval Posture and Operations in the Wake of Strikes on Iran’s Nuclear Program


At sea with USS The Sullivans (DDG 68)

US Naval Posture and Operations in the Wake of Strikes on Iran’s Nuclear Program on June 21, 2025, marked a significant shift in Operations in the Wake of Strikes on Iran’s Nuclear Program..

Washington’s regional posture, moving beyond indirect support to direct offensive action against Iranian sovereign territory. The primary objective, as articulated by President Donald Trump, was to “completely and fully obliterate” Iran’s key nuclear enrichment facilities, thereby neutralizing its capacity to develop nuclear weapons.

Defense Secretary Pete Hegseth further clarified that the mission, codenamed “Operation Midnight Hammer,” was not aimed at regime change but constituted a “precision operation to neutralize the threats… posed by the Iranian nuclear program”. This decisive action followed over a week of intense Israeli strikes targeting Iran’s air defenses, offensive missile capabilities, and nuclear infrastructure. Notably, the US intervention came swiftly after President Trump’s publicly stated “two-week deadline” for a decision, with strikes commencing just two days later. This swift action, following a period of apparent deliberation, suggests a deliberate strategic deception, a “ruse to lull the Iranians into a sense of complacency,” as speculated by retired Navy Admiral James G. Stavridis. The detailed execution of Operation Midnight Hammer, which involved decoys and extensive misdirection, further substantiates this approach, highlighting a sophisticated military strategy that prioritizes surprise and operational security. This tactical maneuver underscores a willingness to integrate psychological warfare into strategic planning, potentially setting a precedent for future engagements and demonstrating a keen understanding of Iranian strategic calculations.

Operation Midnight Hammer: The US Strikes on Iran’s Nuclear Program

The US military operation, officially designated “Operation Midnight Hammer,” was a meticulously planned and executed series of precision strikes against critical components of Iran’s nuclear infrastructure. The targets included three of Iran’s most significant nuclear facilities: Fordo, Natanz, and Isfahan. Fordo, notably, is recognized as Iran’s most fortified nuclear site, constructed deep within a mountain, approximately 80 to 90 meters underground.

Initial assessments of the damage varied significantly. While President Trump asserted that the facilities were “completely and totally obliterated” , Pentagon officials, including Defense Secretary Pete Hegseth and Joint Chiefs Chair Gen. Dan Caine, offered a more cautious evaluation, stating that the sites sustained “severe damage” and that a “final battle damage assessment would take time”. Conversely, Iran’s National Nuclear Safety System Center and the International Atomic Energy Agency (IAEA) reported “no signs of contamination” or “no increase in off-site radiation levels” at the affected locations. An Al Jazeera official further claimed that the US Iran conflict, US Navy, Iran nuclear program, Operation Midnight Hammer, submarine strikes, Tomahawk missiles, GBU-57 MOPs, Strait of Hormuz, Middle East security, Iranian retaliation, Carrier Strike Group, US military presence, geopolitical implications, naval strategy, expert analysis, General Kenneth McKenzie, General Michael Kurilla, Admiral James Stavridis, Admiral Robert Natter, Bryan Clark, Seth G. Jones, Michael Eisenstadt, Mohammed Albasha, Jonathan Schanzer, Andrea Stricker, Captain Brent Sadler, Persian Gulf, Red Sea, Fordo, Natanz, Isfahan, asymmetric warfare, global oil markets, deterrence, US foreign policy, international relations, regional stability.

Weaponry and Operational Sophistication
The operation showcased the deployment of highly advanced weaponry, marking a significant milestone in military capabilities
. The primary ordnance used were GBU-57 Massive Ordnance Penetrators (MOPs), 30,000-pound (13,500-kilogram) bunker-buster bombs, which saw their first combat deployment during Operation Midnight Hammer. Reports indicated that six B-2 Spirit bombers were responsible for dropping up to 12 MOPs on the Fordo facility.
Complementing the aerial assault, approximately 30 Tomahawk cruise missiles were launched from US Navy submarines, targeting the Natanz and Isfahan nuclear sites. These missiles, known for their long-range precision and deep land attack capabilities, travel at high subsonic speeds and extremely low altitudes, employing mission-tailored guidance systems for evasive flight paths. The coordinated strike sequence involved submarine-launched Tomahawks hitting surface infrastructure at Isfahan before the B-2 bombers delivered their MOP payloads on Fordo and Natanz, demonstrating a multi-layered and synchronized attack strategy.
The execution of “Operation Midnight Hammer” was characterized by extreme secrecy and elaborate deception tactics. Seven B-2 Spirit bombers initiated the mission from Whiteman Air Force Base, Missouri, embarking on an 18-hour flight. A decoy formation of B-2s was dispatched westward into the Pacific, while the actual strike package proceeded quietly eastward with minimal communications, a strategy designed to maintain surprise. The operation involved a vast array of over 125 US aircraft, including fourth and fifth-generation fighters and dozens of aerial refueling tankers, all contributing to the complex maneuver. High-speed suppression weapons were employed to ensure the safe passage of the strike package. Remarkably, no US aircraft were reportedly fired upon during the mission, and Iran’s air defense systems failed to detect the incoming bombers, a testament to the effectiveness of the stealth and deception tactics employed. The strikes were conducted in full coordination with Israel, with Prime Minister Benjamin Netanyahu commending President Trump’s decision, asserting that the US “has done what no other country on earth could do”.

This operation serves as a powerful demonstration of the US’s unique “deep strike” capability. The emphasis on MOPs and their capacity to penetrate deeply buried, heavily fortified targets underscores a military advantage that few, if any, other nations possess. As Bryan Clark of the Center for Strategic and Budgetary Assessments (CSBA) asserted, “Only the US Has the Capabilities to Take Out Iran’s Nuclear Program”. This capability reshapes the strategic calculus for states pursuing clandestine nuclear programs, indicating that even deeply buried facilities are not invulnerable. The operation also highlights a sophisticated integration of multi-domain warfare and deception. The detailed accounts of “Operation Midnight Hammer” reveal a seamless coordination of air, naval, cyber, and space assets. This multi-domain integration, coupled with advanced operational security and strategic deception, suggests that future high-value strikes will likely involve similar complex planning, making them exceedingly difficult for adversaries to predict or counter.

The effectiveness of the strikes and their long-term implications for Iran’s nuclear program remain a subject of debate. While President Trump declared “obliteration,” the more cautious language from Pentagon officials, referring to “severe damage” , and Iran’s insistence that its nuclear work would not be stopped , point to differing interpretations. Experts like Jonathan Schanzer believe “the nuclear program is no longer” , yet Andrea Stricker cautions that “Tehran’s program is likely set back by years… which means more work ahead”. Michael Eisenstadt of The Washington Institute similarly suggests that a preventive attack “likely won’t be a one-off but rather the opening round of a lengthy campaign”. This divergence in assessments indicates that while the physical infrastructure may be severely damaged, the “knowledge gain” and human capital of Iran’s nuclear program likely persist. Consequently, the long-term success of “prevention” will necessitate sustained pressure, continuous intelligence gathering, and the credible threat of further action, potentially leading to a prolonged period of both overt and covert operations rather than a singular, decisive blow.

The US Navy’s Role and Force Posture
The United States Navy played a pivotal and multifaceted role in the recent strikes and continues to maintain a robust and adaptive posture in the Middle East,
responding to heightened regional tensions.

Submarine Operations

A critical, covert component of Operation Midnight Hammer involved US Navy submarines launching approximately 30 Tomahawk land-attack missiles. These missiles specifically targeted the Natanz and Isfahan nuclear sites. Although the specific submarine was not publicly identified, the USS Georgia (SSGN-729), an Ohio-class guided-missile submarine capable of fielding over 150 Tomahawk Land Attack Missiles (TLAMs), had entered the region in September. Speculation points strongly to an Ohio-class submarine being involved in these strikes. The timing of these submarine-launched Tomahawks was strategically significant, striking surface infrastructure targets at Isfahan before the B-2 bombers dropped their payloads on Fordo and Natanz, indicating a precisely coordinated, multi-layered attack sequence designed to maximize impact and surprise.
The deployment of submarines for these strikes underscores their unique advantage as covert, high-impact strike platforms. Unlike manned bomber aircraft, submarines can approach targets undetected, providing a crucial element of surprise and significantly reducing the risk to personnel. This strategic preference for leveraging stealth and underwater capabilities for initial or complementary strikes against high-value targets reinforces the submarine fleet’s role as a potent and survivable component of the US’s global power projection. This capability complicates adversary defense planning by introducing an unpredictable vector of attack, potentially leading to increased investment in and reliance on such platforms for future conflicts.

Surface Fleet Presence and Strategic Deployments

Beyond the covert submarine operations, the US Navy maintains a substantial and strategically positioned surface fleet presence across the Middle East. Reports indicate that American warships are actively engaged in shooting down Iranian ballistic missiles targeting Israel, with vessels like the USS The Sullivans and USS Arleigh Burke having launched defensive strikes. The USS Thomas Hudner has since joined The Sullivans for continued defensive operations.
Table 1: Key US Navy Assets and Locations (Post-Strike)

Vessel/Group NameTypeCurrent/Recent LocationPrimary Role in Conflict
USS Carl Vinson CSGAircraft Carrier Strike GroupNorth Arabian SeaSecurity for US troops/bases in Gulf of Oman/Persian Gulf
USS Nimitz CSGAircraft Carrier Strike GroupHeading west from Indo-Pacific, arriving soonScheduled to relieve Carl Vinson, potential overlap
USS The Sullivans (DDG-68)Guided-Missile DestroyerEastern MediterraneanShooting down Iranian ballistic missiles for Israel
USS Thomas Hudner (DDG-116)Guided-Missile DestroyerEastern MediterraneanJoined The Sullivans for defense strikes
USS Arleigh Burke (DDG-51)Guided-Missile DestroyerEastern Mediterranean (moved away)Shooting down Iranian ballistic missiles for Israel
USS Forrest Sherman (DDG-98)Guided-Missile DestroyerRed SeaGeneral presence, maritime security
USS Truxtun (DDG-103)Guided-Missile DestroyerRed SeaGeneral presence, maritime security
USS Paul Ignatius (DDG-117)Guided-Missile DestroyerMediterranean SeaBallistic missile defense
USS Oscar Austin (DDG-79)Guided-Missile DestroyerMediterranean SeaBallistic missile defense
Ohio-class guided-missile submarine (e.g., USS Georgia SSGN-729)Guided-Missile SubmarineUS Central Command AORTomahawk missile launch platform
The USS Carl Vinson Carrier Strike Group (CSG) has been operating in the North Arabian Sea, strategically positioned to provide security for US troops and bases along the Gulf of Oman and the Persian Gulf. Concurrently, the USS Nimitz CSG, long scheduled to relieve the Carl Vinson, is transiting from the Indo-Pacific and is expected to arrive in the region by the end of the month, potentially leading to a temporary overlap of the two carrier groups. This marks a rare occurrence, with two carriers operating simultaneously in the region for the second time this year.
In terms of guided-missile destroyers, the USS The Sullivans (DDG-68) and USS Arleigh Burke (DDG-51) have been actively engaged in shooting down Iranian ballistic missiles targeting Israel in the Eastern Mediterranean. The USS Thomas Hudner (DDG-116) has since joined The Sullivans for continued defensive strikes, while the Arleigh Burke has repositioned. Additionally, the USS Forrest Sherman (DDG-98) and USS Truxtun (DDG-103) are positioned in the Red Sea , and five ballistic missile defense ships, including USS Arleigh Burke, USS Thomas Hudner, USS The Sullivans, USS Paul Ignatius (DDG-117), and USS Oscar Austin (DDG-79), are stationed in the Mediterranean Sea. Overall, the US has increased its troop presence in the Middle East to approximately 40,000, up from a typical 30,000, with bases on heightened alert.
This significant re-prioritization of Middle East naval assets is evident in the deployment of a second aircraft carrier and the movement of naval vessels from potentially vulnerable locations like Bahrain. Bahrain, in particular, is home to the U.S. Navy’s Mideast-based 5th Fleet and has long been identified as a potential target for Iran. This shift occurs despite previous Pentagon efforts to focus on countering China in the Indo-Pacific. The increased naval presence signals a clear commitment to deterring Iranian aggression and protecting US interests in the Middle East, even if it entails potentially diluting focus on other strategic theaters. This could lead to a sustained, elevated naval presence, increasing operational tempo and potentially straining resources in the long term.
The strategic implications of these naval deployments are profound. The increased presence restricts operational flexibility for Iran and necessitates a greater US naval presence in critical strategic waterways. The US 5th Fleet, headquartered in Bahrain, serves as a vital command center for naval operations across the Persian Gulf, Arabian Sea, and Red Sea, playing a crucial role in safeguarding the Strait of Hormuz and Bab el-Mandeb. This headquarters is now considered among the most likely Iranian targets. Bryan Clark has observed that US carriers have been operating less frequently within the confined waters of the Persian Gulf and Strait of Hormuz, instead spending more time in the broader Arabian Sea, a tactical adjustment in response to Iran’s increased capability to attack large surface ships. This adjustment highlights the enhanced maritime security challenges in these critical chokepoints, where the US Navy faces simultaneous and complex threats. The risk of multi-theater conflicts with significant economic consequences for global energy and trade is thus heightened, demanding continuous adaptation of naval strategy and force protection measures.
Iranian Response and Retaliation Threats
Iran has reacted with strong condemnation and explicit threats of retaliation following the US strikes, signaling potential repercussions for regional stability and global maritime security.
Official Iranian Statements and Damage Assessment Claims
Iran’s Foreign Minister Abbas Araghchi vehemently condemned the strikes as a “grave violation of the UN Charter, international law and the NPT,” warning of “everlasting consequences” and asserting that Iran “reserves all options” to retaliate. Iranian President Masoud Pezeshkian echoed this sentiment, condemning the US as the “primary instigator of the Zionist regime’s hostile actions”. While Iran’s Atomic Energy Organization confirmed the attacks on Fordo, Isfahan, and Natanz, it insisted that its nuclear work would not be halted.
In a counter-narrative to US claims of “obliteration,” Iran’s National Nuclear Safety System Center and the IAEA reported “no signs of contamination” or “no increase in off-site radiation levels” at the targeted sites. An Al Jazeera official further claimed that the Fordo facility had been “long evacuated” and sustained no irreversible damage. This information warfare component underscores the regime’s efforts to manage both domestic and international perceptions of the strikes’ impact.
Threats of Retaliation Against US Interests
Tehran has overtly threatened retaliation against US interests in the region , with Supreme Leader Ayatollah Ali Khamenei warning of “irreparable damage”. Iran has explicitly named at least 19 US bases across the Gulf as potential targets, including the critical 5th Fleet Headquarters in Bahrain.
A significant concern revolves around Iran’s potential disruption of critical global shipping lanes. Iran’s Parliament reportedly approved a measure to close the Strait of Hormuz, a vital chokepoint through which approximately 20% of global oil and gas demand flows. The final decision, however, rests with Iran’s Supreme National Security Council. Iran has previously threatened to deploy up to 6,000 naval mines and speedboats in the Strait of Hormuz, demonstrating a clear intent to disrupt maritime traffic. The multinational, US-led Combined Maritime Forces’ JMIC information center has categorized the threat to US-associated commercial shipping in the Red Sea and Gulf of Aden as “high” following the strikes.
Proxy Group Activities
Iranian-backed proxy groups pose a significant threat to US interests. Houthi forces in Yemen have explicitly warned they would resume attacks on US ships in the Red Sea if Washington joined the bombing campaign against Iran. Their military has unequivocally stated its intent to attack US ships. Similarly, Kataib Hezbollah in Iraq has issued warnings of attacks on US interests and military bases in the region. Mohammed Albasha, an expert on Yemen, noted that “Now that the U.S. has struck Iran, I believe the Houthis, Kataib Hezbollah, and other Iranian-backed armed groups are most likely to attack U.S. interests”. He cautioned that “We have entered uncharted territory tonight, and nothing can be ruled out”. General Michael “Erik” Kurilla also highlighted that Iranian-backed militias had conducted approximately 200 attacks targeting US positions in Iraq and Syria between October 2023 and November 2024.
Iran’s strategic dilemma becomes apparent in its response. While its rhetoric signals a strong intent to retaliate, assessments from figures like Gen. McKenzie suggest that Iran’s conventional ballistic missile and drone force “has been exposed as hollow” , and its primary proxy, Lebanese Hezbollah, has been “decapitated”. This indicates a degraded conventional capability, implying Iran will likely rely on asymmetric warfare and its proxy networks for retaliation, as emphasized by Albasha. This means the immediate threat to US naval assets and personnel in the region is less from a direct, conventional military confrontation and more from diffuse, non-state actor attacks, cyber operations, or maritime harassment in critical chokepoints. This necessitates a shift in US force protection and deterrence strategies to counter actors operating in the “gray zone” between peace and war, a concept explored by Michael Eisenstadt.
The threats to close the Strait of Hormuz are not merely military but primarily economic. As 20-30% of global seaborne oil passes through this waterway, any disruption would trigger significant global economic shockwaves, impacting oil prices and shipping costs. Iran understands that its most potent leverage against the US and its allies may not be direct military confrontation but economic disruption. This places immense pressure on the US Navy’s 5th Fleet, whose primary mission includes safeguarding freedom of navigation in these waters. The potential for simultaneous maritime threats in both the Red Sea and the Strait of Hormuz further complicates US naval strategy and could necessitate difficult choices regarding resource allocation and escalation management.
Finally, Iran’s immediate downplaying of damage and claims of “no contamination” , coupled with efforts to control information internally through internet blackouts and the detention of journalists’ family members , reflect a strong internal narrative control effort. This aligns with Seth G. Jones’ analysis of Iran’s “soft war” and information campaigns. This internal vulnerability could become a target for future “gray zone” operations, aiming to destabilize the regime through information warfare or by exacerbating internal frustrations.
Expert Perspectives on the Conflict and Naval Implications
Leading military and strategic experts offer diverse and often nuanced insights into the recent US strikes, Iran’s capabilities, and the broader implications for naval strategy and regional stability.
Table 2: Notable Expert Commentary on US-Iran Naval Dynamics
Expert NameAffiliationKey Statement/InsightSource
Gen. Kenneth “Frank” McKenzie (Ret.)Former CENTCOM CommanderTrump’s previous actions taught Iranians he “was not afraid to employ military power.” Threatening the nuclear program is key to threatening the regime. Iran’s missile/drone force “exposed as hollow.” Underground launch facilities are easier targets than deep nuclear sites. US basing strategy “outdated.” Iranians are “master negotiators.”
Gen. Michael “Erik” KurillaCENTCOM HeadProvided “wide range of options” for strikes. Continuously assesses US posture and risk. Iran’s regional domination cannot be realized if regional states integrate with US. US is “transitioning from security guarantor to security integrator.”
Adm. James G. Stavridis (Ret.)Former Supreme US Commander in EuropeTrump’s two-week deadline might be a “very clever ruse to lull the Iranians into a sense of complacency.”
Adm. Robert Natter (Ret.)Retired US Navy AdmiralIran has mines in Strait of Hormuz and missiles for US ships/sites; expects asymmetric response.
Bryan ClarkCenter for Strategic and Budgetary Assessments (CSBA)“Only the US Has the Capabilities to Take Out Iran’s Nuclear Program.” Iran is “weaker and more vulnerable than it has been in decades.” US carriers operate less in Persian Gulf due to Iranian anti-ship capabilities. Iran could pull off “complex attack” causing damage/casualties.
Seth G. JonesCenter for Strategic and International Studies (CSIS)Focuses on defense strategy, military operations, irregular warfare. Authored “Three Dangerous Men: Russia, China, Iran, and the Rise of Irregular Warfare.” US unprepared for irregular warfare, needs to leverage commercial sector. Iran engages in “soft war” and information campaigns.
Michael EisenstadtThe Washington InstitutePreventive attack likely “opening round of a lengthy campaign.” Iran would prioritize ballistic missiles for nuclear delivery. Believes Iran would use nuclear weapons only in extremis.
Mohammed AlbashaBasha Report (Yemen expert)Houthis, Kataib Hezbollah, and other Iranian-backed groups are “most likely to attack U.S. interests.” Expects “symbolic retaliation rather than full-scale escalation,” but “nothing can be ruled out.”
Jonathan SchanzerFoundation for Defense of Democracies (FDD)“The nuclear program is no longer.”
Andrea StrickerFDDIran’s program “likely set back by years… which means more work ahead.” US/Israel need to ensure uranium stockpiles/centrifuges are recovered/destroyed.
Captain Brent SadlerHeritage FoundationFordo is the “hardest target to hit” requiring GBU-57s delivered by B-2 bombers. Peaceful resolution possible if Iranian people enact regime change.
Perspectives from Former CENTCOM Commanders
General Kenneth “Frank” McKenzie (Ret.), who commanded US Central Command (CENTCOM) from 2019 to 2022, possesses deep familiarity with the Iranian threat. He posits that President Trump’s previous forceful actions have instilled in Iranians the understanding that he “was not afraid to employ military power”. McKenzie maintains that “threatening the nuclear program is a key element of any threat to the regime”. He assessed Iran’s ballistic missile and drone force as “exposed as hollow” following its unsuccessful attacks on Israel. McKenzie also suggested that “underground launch facilities are much easier to target than the deep nuclear sites”. He cautioned that the “window” for effective strikes “will not stay open forever,” as Iran will eventually replace air defenses and further harden its nuclear sites. Furthermore, McKenzie criticized the current US basing strategy in the Middle East as “outdated and poorly positioned to meet the central threat in the region: Iran,” advocating for a more flexible western basing network. He also noted that while “the Iranians aren’t particularly effective fighters, they are master negotiators”.
General Michael “Erik” Kurilla, the current head of CENTCOM, is known for his hardline stance on Iran and his advocacy for aggressive military action. He confirmed having provided “a wide range of options” to the administration for strikes on Iran’s nuclear program. Kurilla emphasized the continuous assessment and adjustment of US posture and risk, stating that Iran’s goal of regional domination “cannot be realized if the region’s states continue to expand integration with each other and deepen partnership with the United States”. He also highlighted the US’s transition “from security guarantor to security integrator” in the Middle East.
Commentary from Retired US Navy Admirals
Retired Navy Admiral James G. Stavridis, former Supreme US Commander in Europe, speculated prior to the strikes that President Trump’s two-week deadline might have been a “very clever ruse to lull the Iranians into a sense of complacency”. Retired US Navy Admiral Robert Natter, commenting on the strikes, discussed Iran’s military capabilities, including its capacity to plant mines in the Strait of Hormuz and fire missiles at US ships and land sites, generally acknowledging Iran’s potential for asymmetric responses.
Analysis from Leading Defense Think Tanks
Bryan Clark, a senior fellow at the Center for Strategic and Budgetary Assessments (CSBA), asserts that “Only the US Has the Capabilities to Take Out Iran’s Nuclear Program”. He believes Iran is “weaker and more vulnerable than it has been in decades”. Clark noted that US carriers have been operating less frequently in the Persian Gulf and Strait of Hormuz, spending more time in the Arabian Sea, as a direct response to Iran’s increased capability to attack large ships. He cautioned that Iran “might be able to pull off a complex attack that could degrade U.S. air defenses enough to get a couple of missiles through. It might not sink a ship, but it would certainly cause a lot damage and casualties and be a big public relations coup for the Iranians”.
Seth G. Jones, President of the Defense and Security Department at the Center for Strategic and International Studies (CSIS), focuses on defense strategy, military operations, and irregular warfare. He authored “Three Dangerous Men: Russia, China, Iran, and the Rise of Irregular Warfare”. Jones highlights the US’s unpreparedness for the evolving nature of irregular warfare and the necessity of leveraging the commercial sector for capabilities such as battlefield awareness, unmanned systems, and influence operations against adversaries like Iran. He also points to Iran’s engagement in “soft war” tactics and information campaigns.
Michael Eisenstadt, the Kahn Senior Fellow and director of The Washington Institute’s Military and Security Studies Program, specializes in Persian Gulf and Arab-Israeli security affairs and nuclear proliferation. In his work “Attacking Iran’s Nuclear Program: The Complex Calculus of Preventive Action,” he argues that a preventive attack will likely be “the opening round of a lengthy campaign” rather than a one-off event. Eisenstadt suggests that if Iran were to acquire nuclear weapons, it would prioritize ballistic missiles as its primary delivery system due to their survivability and penetration capabilities. He believes Iran would only use nuclear weapons in extremis, if the survival of the Islamic Republic were directly threatened.
Captain Brent Sadler, a senior fellow at the Heritage Foundation, has weighed in on the strategic importance of targeting Iran’s nuclear facilities. He noted that Fordo, being “roughly 80 to 90 meters inside of a mountain,” is the “hardest target to hit” and requires American strikes with specialized weaponry like the GBU-57 Massive Ordnance Penetrator, delivered by heavy bombers such as the B-2. Sadler also expressed hope for a peaceful resolution, suggesting that if the Iranian people “enact a regime change,” Fordo could be “taken peacefully and disbanded with the IAEA on the ground watching it happen in real time”.
The collective expert commentary reveals an enduring debate regarding whether the recent strikes constitute a “decisive blow” or merely the beginning of a “protracted campaign.” While President Trump and some analysts like Jonathan Schanzer suggest the nuclear program is “obliterated” or “over” , more nuanced perspectives from Pentagon officials and think tank experts like Andrea Stricker and Michael Eisenstadt indicate a significant setback, not a definitive end. Eisenstadt’s framing of the attack as the “opening round of a lengthy campaign” underscores the strategic uncertainty surrounding the long-term impact. This implies that policymakers must prepare for a sustained effort to counter Iran’s nuclear ambitions, requiring ongoing intelligence, surveillance, and reconnaissance (ISR) to detect rebuilding efforts , continuous diplomatic pressure, and the credible threat of further action. The “decisive blow” narrative, while politically appealing, may obscure the need for a more enduring and complex strategy.
Furthermore, these expert analyses illuminate the evolving nature of deterrence in the Middle East. General McKenzie’s observations on Trump’s willingness to use military power and General Kurilla’s focus on “security integration” suggest a shift in US deterrence strategy. However, the persistent threats from Iranian proxies and Bryan Clark’s warnings about complex asymmetric attacks indicate that traditional military deterrence against a state actor may not fully address the “gray zone” tactics employed by Iran and its proxies. This necessitates that the US Navy and broader military adapt its deterrence posture to address both conventional and asymmetric threats. This involves not only maintaining superior firepower but also developing capabilities to counter drones, mines, and missile attacks from non-state actors, as well as enhancing regional partnerships for integrated defense. The vulnerability of US bases and naval assets to such attacks requires a re-evaluation of force protection and basing strategies.
Finally, the interplay of military action and diplomatic leverage is a recurring theme. Vice President JD Vance’s statements about the strikes creating an environment for a “reset” of relations and an “opportunity for the Iranians to take the smart path” towards talks directly contrast with Iran’s Foreign Minister Araghchi’s assertion that the strikes have “blown up any possibility of diplomacy”. This highlights a fundamental disagreement on the role of military force in facilitating diplomacy. General McKenzie’s observation that Iranians are “master negotiators” who will “play for time” adds another layer of complexity. The military action, while intended to degrade Iran’s capabilities, simultaneously complicates diplomatic pathways. The US appears to be operating from a position of “peace through strength” , attempting to compel Iran back to the negotiating table from a weakened position. However, Iran’s strong condemnation and threats suggest a hardening of its stance, potentially making a diplomatic resolution more elusive in the short term. The long-term outcome will depend on whether military pressure can genuinely compel a shift in Iranian strategic calculus or merely entrench defiance.
Broader Geopolitical and Economic Implications
The US strikes on Iran’s nuclear facilities have generated ripple effects that extend far beyond immediate military engagements, impacting global markets and the strategic balance across the Middle East.
Impact on Global Oil Markets and Maritime Security
The intensifying hostilities are poised to significantly affect global oil markets. Iran’s repeated threats to close the Strait of Hormuz, a critical global shipping corridor, would have profound consequences, leading to substantial increases in insurance premiums and costlier rerouting of oil shipments. Concurrently, the ongoing threat of Houthi attacks in the Red Sea could further disrupt shipping, elevate costs for global logistics companies, and diminish the strategic impact of Western naval forces in the region. The US thus faces simultaneous maritime threats in two strategically vital waterways: the Strait of Hormuz and the Red Sea. Beyond maritime trade, the conflict has already impacted air travel, with British Airways canceling flights to the UAE and Qatar and diverting a Dubai-bound airliner. Israel also responded by closing its airspace.
This situation heralds a “new normal” of regional instability and supply chain vulnerability. The direct US intervention and Iranian threats to critical chokepoints indicate that the Middle East is entering a prolonged period of elevated instability. The rerouting of maritime traffic around the Cape of Good Hope and flight cancellations are immediate indicators of this new reality. Global energy and trade markets will likely experience sustained volatility and increased costs. Businesses and governments reliant on these routes will need to factor in higher insurance premiums, longer transit times, and potential disruptions, leading to a re-evaluation of global supply chain resilience and diversification strategies. This conflict, therefore, has far-reaching economic consequences that extend well beyond the immediate region.
Evolving Strategic Balance and Deterrence Posture
The direct involvement of the US signals a significant shift in Washington’s posture, increasing the likelihood of sustained Iranian retaliation against US personnel, assets, and allies in the region. In response, the US military has deployed additional fighter jets and refueling tankers to the region, and bases are on heightened alert. Defense Secretary Pete Hegseth stated that the operation’s scope was “intentionally limited,” intended to send a specific message. General Kurilla emphasized that the US is “transitioning from security guarantor to security integrator” in the Middle East, necessitating a “sufficient and a sustainable posture” and improved foreign military sales to partners. Bryan Clark notes that Iran is “weaker and more vulnerable than it has been in decades,” with its proxies suffering major losses and expended missile inventories. The conflict presents significant geopolitical and economic risks, particularly in the energy, shipping, and security sectors, requiring ongoing monitoring and readiness for unforeseen circumstances.
Outlook for De-escalation or Further Conflict
The prospects for de-escalation remain precarious. UN Secretary-General Antonio Guterres expressed grave alarm, warning of a “dangerous escalation” and a “growing risk that this conflict could rapidly get out of control — with catastrophic consequences”. While UK Prime Minister Keir Starmer emphasized de-escalation and negotiating a solution, simultaneously moving military equipment to protect UK interests , US Vice President JD Vance stated that America has “no interest in boots on the ground” and does not fear a “protracted conflict,” viewing the attacks as an “opportunity for the Iranians to take the smart path” towards talks. However, Iran’s Foreign Minister Araghchi countered that the US attacks “will have everlasting consequences” and have “blown up any possibility of diplomacy”. Regional security experts like Mohammed Albasha anticipate “symbolic retaliation rather than full-scale escalation,” but also caution that “nothing can be ruled out”.
The challenge of de-escalation in this multi-actor conflict is substantial. Despite US assurances of “limited scope” and “no interest in protracted conflict” , and calls for de-escalation from international bodies, Iran’s strong rhetoric and its proxy network capabilities make rapid de-escalation difficult. The involvement of multiple state and non-state actors (Israel, US, UK, Iran, Houthis, Hezbollah) creates a complex web of interests and potential triggers. This conflict is highly susceptible to miscalculation and unintended escalation, where even “symbolic retaliation” could trigger further responses, leading to a tit-for-tat dynamic. The absence of direct communication channels between the US and Iran, coupled with differing interpretations of “deterrence” and “peace,” exacerbates this risk. International diplomacy remains crucial but faces significant hurdles in bridging the chasm created by direct military action.
Furthermore, the situation presents a paradox of Iranian weakness and asymmetric strength. While experts like Bryan Clark and General McKenzie assert that Iran is “weaker and more vulnerable than it has been in decades” in terms of conventional military capabilities , its capacity for asymmetric warfare through proxies and disruption of maritime chokepoints remains a significant threat. This creates a scenario where conventional military superiority does not guarantee security. Consequently, the US and its allies cannot rely solely on conventional military might to achieve their objectives or ensure regional stability. A comprehensive strategy must address Iran’s asymmetric capabilities, its proxy networks, and its willingness to leverage economic chokepoints. This requires not only military readiness but also robust intelligence, cyber defense, and diplomatic efforts to counter malign influence and de-escalate proxy conflicts.
Conclusion and Strategic Considerations
The US strikes on Iran’s nuclear facilities represent a critical juncture in Middle East security, marked by direct US military intervention and a heightened risk of regional escalation. The operation, “Midnight Hammer,” saw the US directly join Israel’s campaign against Iran’s nuclear program, employing advanced bunker-busting bombs and submarine-launched Tomahawk missiles against Fordo, Natanz, and Isfahan. The US Navy’s submarine force played a critical, covert role in these precision strikes, demonstrating deep-strike capabilities. This, coupled with significant surface fleet deployments, including two Carrier Strike Groups and multiple destroyers, underscores a substantial increase in US naval presence and strategic focus on the Middle East.
In response, Iran has vowed retaliation against US interests and threatened to disrupt critical global shipping lanes, particularly the Strait of Hormuz and the Red Sea, through its own capabilities and proxy networks. Expert assessments regarding the long-term effectiveness of the strikes are mixed; while the facilities are severely damaged, analysts differ on whether this constitutes a definitive end to Iran’s nuclear ambitions or merely a significant setback that necessitates a protracted containment strategy.
Based on this analysis, several strategic considerations emerge:
  • Sustained Deterrence and Force Protection: The US must maintain a robust and adaptable force posture in the region, particularly for naval assets, to deter both conventional and asymmetric Iranian retaliation. This includes enhanced intelligence, surveillance, and reconnaissance (ISR) to detect proxy activities and potential maritime threats. General Kurilla’s emphasis on continuous posture assessments and adjustments is crucial for mitigating risks to US forces and allies.
  • Navigating Maritime Chokepoints: The US Navy’s 5th Fleet must remain vigilant and prepared to ensure freedom of navigation in the Strait of Hormuz and Bab el-Mandeb. This may necessitate the development of new operational concepts and reinforced international cooperation to counter Iran’s potential use of naval mines and fast boats, as well as Houthi missile and drone threats. The economic implications of any disruption must be thoroughly integrated into strategic planning.
  • Long-Term Nuclear Containment Strategy: The strikes have likely set back Iran’s nuclear program by years, but they do not eliminate the “knowledge gain”. A sustained, multi-pronged strategy involving persistent intelligence gathering, diplomatic isolation, and strict multilateral sanctions will be necessary to prevent Iran from rebuilding or dispersing its nuclear infrastructure. Michael Eisenstadt’s view of a “lengthy campaign” should guide this enduring effort.
  • Managing Escalation Pathways: Given the high risk of unintended escalation in a multi-actor environment, clear de-escalation pathways and communication channels, even indirect ones, should be explored. The US should continue to emphasize the limited scope of its actions and its non-regime change objective to prevent miscalculation and unintended responses from Tehran.
  • Strengthening Regional Partnerships: Continued efforts to integrate regional partners into a collective security framework, as advocated by General Kurilla , are vital for shared defense and burden-sharing against Iranian aggression and its proxies. This collaborative approach enhances regional stability and distributes the burden of maintaining security in a volatile environment.