The Iran war has weapon­ized the world’s most vital resource – water

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Children use a water fountain in Tehran in March. Iran does not depend on desalination to the extent the Gulf states do, but different factors contribute to its water scarcity. Photo: Majid Saeedi/Getty Images

Brahma Chellaney, Special to The Globe and Mail

The U.S.-Israeli war on Iran crossed a dangerous threshold that few have yet fully grasped. It was not just one more Middle Eastern conflict defined by missiles, drones, bunker-busting bombs and cyberwarfare. It marked the normalization of something far more insidious: the deliberate targeting of water facilities.

Water itself became a weapon of war in a region already defined by extreme scarcity of the world’s most vital resource

This weaponization was not incidental: it was deliberate, reciprocal and escalating, with implications far beyond the Persian Gulf.

The Middle East is the most water-stressed region in the world, with over 80 per cent of its population living under conditions of extreme scarcity.

Within this region, the Persian Gulf stands out for its acute water scarcity, with per capita renewable freshwater availability falling well below the “absolute” scarcity threshold of 500 cubic meters per year in most countries. Contrast that with between 80,000 and 100,000 cubic meters per capita availability in Canada, which, along with Brazil and Russia, ranks among the richest in freshwater resources

The Gulf Arab countries and Iran’s coastal areas and islands rely heavily on desalination rather than renewable internal water resources, which are less than 100 cubic meters per capita in all the Gulf sheikhdoms other than Oman. 

In such an environment, water infrastructure is not just civilian; it is existential.

What the war revealed was a profound transformation in how such infrastructure is perceived. Desalination plants, water treatment systems and electrical grids that sustain them were no longer treated as protected civilian assets; they became targets.

Early in the conflict, damage to desalination facilities in Kuwait and the UAE was dismissed as collateral — an unfortunate byproduct of strikes on nearby military installations. That illusion did not last. Within days, the logic of retaliation took hold.

On March 7, a desalination plant on Iran’s Qeshm Island was struck, cutting off water to dozens of villages. The very next day, an Iranian drone targeted a desalination facility in Bahrain, disrupting supply to civilian areas.

A taboo had been broken. Water-for-water retaliation had entered the battlefield.

The anatomy of vulnerability

Nowhere is such escalation more dangerous than in the energy-rich Gulf Arab nations. These petro-states are, more precisely, “saltwater kingdoms,” surviving by converting seawater into potable water through desalination.

Yet this highly energy-intensive technological solution, long seen as a triumph of engineering over geography, revealed itself as a strategic weakness in wartime because of the plants’ vulnerability to attack.

In some Gulf states, up to 90 per cent of drinking water comes from desalination. These supplies are produced by a small number of massive, highly visible coastal facilities that are nearly impossible to fully defend

Most states maintain only three to seven days of potable water reserves, although some are now working to expand them. A successful strike on a major plant could leave millions without water in less than a week.

In other words, modern Gulf cities — from Dubaito Doha toRiyadh — are never more than a few days away from a total water blackout.

Iran, for its part, faces a different but equally severe water crisis. It is not dependent on desalination to the same degree, but population and economic growth and resource mismanagement have pushed it into virtual “water bankruptcy,” with consumption exceeding natural replenishment. Aquifers have been depleted, rivers diminished and ecosystems like Lake Urmia nearly disappeared.

Even before recent U.S. and Israeli airstrikes on critical infrastructure compounded these pressures, Iran’s president Masoud Pezeshkian had proposed relocating the capital to a wetter area, warning that Tehran’s deepening water crisis could render the city “uninhabitable.”

The infrastructure asymmetry between the Gulf states and Iran creates a volatile dynamic. The Gulf states are technologically resilient but physically exposed. Iran is structurally fragile but less vulnerable to single-point infrastructural collapse.

War turned these vulnerabilities into targets.

What distinguished this conflict was not simply that water infrastructure was hit, but that it was targeted as part of a deliberate strategy.

The logic is straightforward: modern societies depend on tightly integrated systems — electricity powers water infrastructure, and water sustains public health, industry, agriculture and social stability. Disrupt one node, and the entire system begins to unravel.

The U.S. understands this well. During the 1991 Gulf War, it systematically destroyed Iraq’s electrical grid, disabling water purification systems. The consequences were catastrophic: contaminated water supplies, collapsing hospitals, surging waterborne diseases and rising child mortality.

A subsequent study analyzing declassified U.S. Defense Intelligence Agency (DIA) documents concluded that the destruction of electricity and water-treatment infrastructure effectively functioned as a “biological weapon in slow motion.” One cited DIA document, “Iraq’s Water Treatment Vulnerabilities,” detailed how sanctions combined with electrical-grid destruction would produce “incidences, if not epidemics, of disease.”

In the Iran war, that logic — using electricity and water systems as instruments against civilian populations — was being reapplied.

Threats by U.S. President Donald Trump to destroy Iran’s electricity and desalination plants and broader energy infrastructure underscored how deeply that approach was embedded in thinking. Iran’s response was to mirror that logic in its own retaliatory approach.

Civilian lifelines were recast as instruments of coercion. The result was an emerging doctrine of “hydro-warfare,” one that threatened to intensify an already acute regional water crisis.

There was also an “invisible front” in this hydro-warfare: cyberattacks.

The war began with one of the largest cyberattacks in history, disrupting Iran’s digital infrastructure and crippling the automated systems that manage water distribution. A prolonged near-total internet blackout followed. In response, Iranian-linked cyber groups targeted industrial control systems associated with water and wastewater facilities across the region.

Such attacks aimed not to destroy infrastructure physically, but to manipulate its “digital brain” — to disrupt flow, degrade supply or trigger system-wide failures.

Unlike conventional strikes, cyber operations offer deniability and scalability. They blur the line between war and sabotage, making attribution difficult and escalation harder to control.

But their effects are no less real. A malfunctioning water system can be as devastating as a bombed one.

The collapse of legal restraints

International humanitarian law is unequivocal. The Geneva Conventions, reinforced by Additional Protocol I, explicitly prohibit attacks on objects indispensable to civilian survival — water facilities foremost among them.

Yet the Iran war suggests that these norms are rapidly eroding. Mr. Trump, while mocking international law, threatened to return Iran to the Stone Age and destroy a “whole civilization.”

Each side accused the other of initiating the escalation. Each strike was framed as retaliation. Each violation became justification for the next.

This is how norms collapse, not through formal repudiation, but through gradual normalization.

Had this trajectory continued, the consequences would have extended far beyond this war. The targeting of water infrastructure risked becoming an accepted instrument of statecraft — a precedent waiting to be replicated elsewhere.

In a warming world where water scarcity is intensifying, that is a profoundly destabilizing prospect.

The humanitarian and environmental consequences of hydro-warfare are stark.

Water scarcity unleashes cascading impacts. Hospitals are among the first to fail. Sanitation systems collapse, increasing the risk of disease outbreaks. Industrial sectors, from petrochemicals to data centers, grind to a halt, amplifying economic disruption.

The environmental risks are no less grave. Damage to desalination plants can release toxic chemicals into the Persian Gulf, while disruptions to brine discharge systems can create localized ecological “dead zones.” In a narrow, semi-enclosed body of water already under stress, such contamination could have long-term consequences for marine life — and for the seawater on which desalination depends.

Hydro-warfare also carries profound political implications. In the Gulf monarchies, state legitimacy rests on an implicit social contract: political acquiescence in exchange for stability and provision. Water is central to that bargain. If governments cannot guarantee basic supply — even under the umbrella of U.S. security protection — that contract begins to fray.

Iran appeared acutely aware of this dynamic. By targeting Gulf infrastructure, it sought not only to retaliate against U.S. and Israeli actions, but to drive a wedge between Gulf Arab states, which all host American military bases, and their Western patrons.

In short, the weaponization of water is self-destructive, even for those who imagine they gain short‑term leverage. It degrades the shared ecological foundation on which all communities depend.

Normalizing the unthinkable

What made the Iran war particularly dangerous was the convergence of three forces: deepening water stress, technological dependence and geopolitical confrontation.

Rising temperatures and erratic rainfall are intensifying water scarcity across the Middle East. At the same time, technological solutions like desalination have created new forms of dependency — systems that are efficient, even if costly, but fragile, centralized and exposed. War exploits that fragility.

The Iran conflict demonstrated how quickly these systems can be weaponized — and how difficult they are to restore once broken.

The targeting of water infrastructure marks a profound shift in warfare, extending conflict from the battlefield into the biological core of civilian life. What is at stake is not just the legality of certain tactics, but the survival of a foundational principle: that even in war, some things remain off-limits. That principle is no longer under strain; it is being dismantled.

If water can be weaponized with impunity, the distinction between combatant and civilian collapses. War ceases to be a contest between militaries and becomes an assault on the conditions of life itself.

TheUnited States and Israel may see these tactics as instruments of coercion, and Iran as tools of deterrence and retaliation. But all sides have participated in a dangerous experiment whose consequences will outlast the war.

The Middle East has long been a region defined by the politics of oil. It may now be entering an era shaped by the geopolitics of water. And unlike oil, water has no substitute. It is irreplaceable.

Brahma Chellaney is the author of two award-winning books on water: Water: Asia’s New Battleground and Water, Peace, and War: Confronting the Global Water Crisis.

The War That Made America Smaller

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US President Donald Trump addresses the media at the White House, April 6, 2026 (Photo: Getty Images) 

Brahma Chellaney, OPEN magazine

US President Donald Trump returned to office last year vowing to end “stupid wars.” Instead, he has delivered one of the most strategically self-defeating wars in modern American history. His war against Iran has not only failed but backfired on every front.

It has weakened American power, strengthened the very clerical regime it sought to crush and handed geostrategic advantages to US challenger China, all while eroding America’s international credibility and standing.

The Iran war has fundamentally altered global perceptions of American power. While the US and Israel succeeded in decapitating Iran’s leadership and degrading its military capabilities, the price was strategic overextension that has left the US looking diminished in the eyes of adversaries and, increasingly, among partners and non-aligned states.

At its core, the war exposed an uncomfortable reality: tactical success does not guarantee strategic victory. The US and Israel retain overwhelming military superiority, yet the conflict revealed clear limits on how that power can be converted into durable strategic outcomes when faced with sustained asymmetric resistance.

Unable to compete conventionally, Iran turned to low-cost but disruptive tools: drones, missiles, naval mines and proxy attacks across the region. By persistently threatening shipping and energy flows, Tehran demonstrated how disruption, rather than dominance, can shape the battlefield. Most consequentially, it leveraged its geographic advantage over the Strait of Hormuz, effectively choking one of the world’s most critical energy arteries.

In doing so, Iran ensured that even a tactically successful campaign against it imposed significant strategic costs on the US and its allies—destabilizing global energy markets, straining alliances and laying bare the limits of American coercive power.

Those alliance strains were not incidental. The war opened visible rifts between the US and its Western and regional partners over how to deal with Tehran, raising broader questions about Washington’s strategic judgment and reliability.

At the same time, the war diverted American military resources, political focus and logistical capacity away from the Indo-Pacific, undercutting Washington’s ability to sustain support for Ukraine and maintain credible deterrence against China, particularly in the Taiwan Strait.

As Joe Kent, who resigned as the top US counterterrorism official in protest against Trump’s Iran war, has put it, “Like all of our previous interventions in the Middle East, we are worse off after the war (not that this is over) than we were before. Wars in the Middle East are a series of lose-lose scenarios for us, the sooner we learn that, the better off we’ll be.”

Ultimately, the war underscored a deeper constraint: even overwhelming power cannot compel favourable outcomes against an adversary willing and able to impose retaliatory costs. What emerged was a display of raw power without resolution, dominance without control and escalation without a credible endgame.

Gamble Fails

The central illusion behind the war was never about capability. As the world’s foremost military power, the US could always devastate Iran from the air. That was never in doubt. The real question was whether unrelenting bombing raids could compel surrender from a state ideologically conditioned, strategically prepared for asymmetric conflict and historically accustomed to absorbing punishment.

Just eight months earlier, Iran had withstood devastating Israeli airstrikes on a wide range of targets as well as the U.S. destruction of its nuclear facilities with bunker-busting bombs.

Yet, Trump bet that joint US and Israeli force, layered on top of suffocating sanctions, would finally break Iran’s will. That bet has failed spectacularly. The US-Israeli war only hardened Iran’s resolve, showcasing its remarkable resilience in the face of ruthless attacks.

This was not a war of necessity. It was a war of choice, launched without any provocation, yet dressed up as deterrence. What began as “maximum pressure”—economic strangulation, covert operations and targeted killings—mutated into open conflict once the US and Israel abandoned the shadows for direct, sustained airstrikes.

Two grave miscalculations defined the campaign. The Trump administration badly underestimated Iran’s capacity to absorb devastating strikes and retaliate asymmetrically across a wide geography. At the same time, it grossly overestimated America’s ability to control escalation and insulate the global economy from blowback.

As the war continued without any sign of weakening Iran’s determination to fight back, Trump’s frustration and even desperation became increasingly apparent. This was apparent not just from Trump’s incendiary language but from his public threats to commit war crimes—from returning Iran to the Stone Age and destroying a “whole civilization.”

International humanitarian law is unequivocal. The Geneva Conventions, reinforced by Additional Protocol I, explicitly prohibit attacks on objects indispensable to the survival of civilian populations.

Yet, Trump and Israeli Prime Minister Benjamin Netanyahu mocked international law by targeting civilian infrastructure—from health and educational institutions to railway network and bridges—in an apparent effort to “break the will” of the civilian population in supporting the regime in Tehran. Even a desalination plant on Iran’s Qeshm Island was bombed on March 7, which led to a tit-for-tat exchange targeting water facilities.

The World Health Organization expressed “grave concern” over what it describes as a pattern of attacks on health infrastructure. At least 20 health institutions were confirmed as targeted or damaged, including the historic biomedical and vaccine research centre, Pasteur Institute of Iran, Shahid Mutahhari Hospital and Psychiatric Hospital, all in Tehran. Strikes also hit plants producing specialized medications for multiple sclerosis and cancer.

The bombing of premier institutions like the Sharif University of Technology in Tehran, the Iran University of Science and Technology, also in Tehran, and the Isfahan University of Technology appeared to be aimed at impeding the country’s scientific progress and R&D capacity.

Despite operating under heavy Western sanctions—and with its scientists often excluded from international collaborations—Iran has remained a scientific powerhouse, consistently punching above its weight in publication density and in high-tech niches such as nanotechnology, advanced physics and medical research. In terms of scientific output, Iran has often ranked first in the Islamic world. It is especially prominent in nanotechnology, where it frequently ranks among the top countries globally by volume.

Ultimately, despite Washington escalating US-Israeli attacks on Iran’s civilian and economic infrastructure, it was Trump who blinked first.

The White House effectively ghostwrote Pakistan’s public appeal for cessation of hostilities so that Trump’s climbdown would look less like a retreat and more like theatre. By leaning on his “favourite field marshal”—Pakistan’s de facto ruler—and the latter’s handpicked prime minister to “beg” for peace, Trump recast his ceasefire as magnanimity and statesmanship. In substance, it reflected a familiar reality, one that has earned him the acronym TACO (Trump Always Chickens Out).

America Emerges Weaker

Trump’s ceasefire took effect without regime change, without meaningful Iranian concessions and without enduring strategic gain for either of the two parties that initiated the conflict. Instead, the war entrenched Iran’s most hardline factions who gained ascendancy after serial targeted assassinations. The leadership that emerged from the US-Israeli decapitation strikes is more defiant and more uncompromising—politically strengthened by the very pressure meant to break it.

In effect, Trump rescued the theocratic Iranian regime from its own internal fragilities after launching a war to topple it. More significantly, instead of strengthening the US, the war weakened it.

Nowhere is this reversal more visible than in the Strait of Hormuz. Before the war, this critical artery of global energy flowed freely. After launching the war, Trump demanded “unconditional” freedom of navigation as a condition for de-escalation.

What is emerging instead is something very different: regulated passage under tacit Iranian oversight. Commercial shipping now moves through arrangements that implicitly acknowledge Tehran’s gatekeeping role.

Iran is determined to position itself to extract leverage—through inspections, coordination mechanisms and potentially transit fees—echoing Egypt’s stewardship of the Suez Canal.

A chokepoint once kept open by deterrence has been transformed into an instrument of Iranian leverage, thanks to Trump’s war. That shift will outlast Trump, haunting global shipping and leading energy importers like India, Japan and South Korea.

More broadly, the war demolished a longstanding assumption in American strategy: that the US can wage large-scale wars without suffering significant and sustained retaliation.

For more than seven decades after the Korean War (1950-53), the American way of war relied on an effective targeting logic: strike adversaries that lack the capacity to impose serious costs on America’s homeland or its forward military bases. From Vietnam to Iraq, the US suffered casualties and reputational damage, but not sustained, systematic retaliation against its critical regional infrastructure. Nor did its regional allies hosting American bases become targets of reprisal attacks.

The Iran war shattered that model.

Iran did not attempt to match US power symmetrically, platform for platform. It didn’t need to. It pursued disruption instead.

Over years of harsh US-led sanctions, Tehran invested in low-cost, high-impact systems that could be produced and launched in large numbers without a modern air force. Their purpose was not to win conventional battles but to impose costs in order to deny the US the ability to operate against Tehran freely and cheaply in Iran’s immediate neighbourhood

During the war, Iranian strikes rendered many of the 13 major US bases across the Persian Gulf region inoperable, inflicting significant damage despite advanced American air defences.

Swarms of inexpensive drones and missiles overwhelmed expensive interceptor systems, exposing the fundamental vulnerability of a US war model built on high-value, high-cost assets. Washington was forced to expend vastly more to defend against weapons that cost a fraction to build.

The asymmetry was not just tactical; it was economic. The US reportedly spent close to a billion dollars a day sustaining operations, depleting precision munitions and missile defence inventories at a pace that will take several years to fully rebuild. Iran, by contrast, relied on systems that were cheaper, scalable and easier to replenish.

This is the new logic of warfare: the advantage no longer lies solely with the technologically superior, but with the strategically adaptive.

It is a lesson that India, too, must learn, given its continued emphasis on imports of big-ticket weapon systems. India has consistently ranked among the world’s top importers of weapons, procuring $51.8 billion worth of arms from overseas in the period 2008-2025, according to Stockholm International Peace Research Institute (SIPRI) data.

The Iran war showed that in an era of asymmetric warfare, even a country that looks weak on paper can impose intolerable costs if it is determined, prepared and unconcerned about conventional victory. The US can still inflict immense devastation. What it can no longer do is dominate the escalation ladder or control the consequences.

The damage from Trump’s Iran adventure extends beyond the battlefield—into diplomacy, where credibility is everything.

Under Trump, US negotiations became instruments of deception rather than resolution. Talks were used as cover for military attack.

In June 2025, US-facilitated nuclear talks in Oman coincided with—and arguably covered for—Israel’s devastating aerial assaults on Iran, catching Tehran by complete surprise. And on February 28, 2026, just as renewed American negotiations with Tehran were reportedly making significant progress, with Oman acting as the key mediator, the US and Israel launched joint strikes aimed at “bombing Iran into submission.”

This pattern of using talks as camouflage for military action has not gone unnoticed abroad.

From Russia and China to the Global South, American diplomacy is now viewed with deep scepticism, if not outright suspicion. The perception has taken hold that negotiations are not pathways to resolving differences or disputes, but preludes to pressure—or worse, attack.

The record of bad-faith negotiations has led many in Moscow, as the Washington Post reported, to question the sincerity of the Trump administration’s diplomatic efforts on the Ukraine conflict, with Russian officials now viewing US diplomacy through the lens of “dual-track” manipulation—offering talks while enabling or orchestrating escalation.

When a superpower treats diplomacy as strategic deception, it corrodes its own practical leverage. Once trust is broken, it is extraordinarily difficult to restore it. Why should adversaries place faith in US-led talks if the negotiating table doubles as a targeting mechanism?

At the same time, the Iran war exposed the erosion of US alliances.

Lacking a clear legal basis and broad international backing, the war left Washington geopolitically isolated. NATO allies distanced themselves. Key partners in Asia withheld support. Even states traditionally aligned with the US expressed unease.

Trump’s public berating of allies, especially those in Europe and the Indo-Pacific, only deepened the divide. Meanwhile, Gulf Arab states have been left to absorb both physical damage and reputational costs, having served as staging grounds and targets in a war that their own populations viewed as a disaster.

The net effect is a US more isolated, less trusted and more resented—not only in the Middle East but across much of the world. This could reduce Washington’s ability to build coalitions even when its cause is just.

Enduring Costs

The most economically disruptive war in decades has saddled the world with significant and enduring costs. It will take several years to fully repair the damage to energy infrastructure in the Gulf sheikhdoms and Iran.

If there is a clear geopolitical beneficiary of this debacle, it is China. Beijing did not need to act. It simply needed to wait.

With the US deeply entangled in Middle Eastern conflict yet again, China has gained space for its expansionism in the Indo-Pacific. While the US expended resources on a war with no clear gains, China conserved its strength while stepping up coercive pressure on Taiwan.

Following the Iran war, China’s push to pivot its energy imports away from vulnerable sea lanes toward overland pipelines from Russia and Central Asia, reducing reliance on chokepoints like Hormuz, has gained new urgency and validation.

Trump did not intend to advance China’s strategic position. But in practice, that is precisely what he has done, including helping expand yuan-denominated energy trade.

Even more troubling are the war’s implications for international norms. Strikes on water installations, universities, research institutions, health infrastructure and other civilian facilities have raised serious legal and ethical questions. Such targets fall under protected civilian categories in international humanitarian law.

When a superpower disregards the rules it helped craft in the past, it weakens the entire international system those rules sustain.

Finally, the war may have reshaped Iran’s long-term strategic calculus in the most dangerous way possible. A country that has endured repeated large-scale attacks is unlikely to conclude that restraint ensures security. Quite the opposite.

The lesson it will draw is that, unlike nuclear-armed states, non-nuclear states are vulnerable to external aggression. That logic, reinforced by experience, strengthens the case within Iran for pursuing a nuclear deterrent.

If a state already proficient in asymmetric warfare acquires a nuclear shield, it will mean the emergence of another Pakistan. But unlike Iran, which Washington has long targeted, the US, along with China, aided Pakistan’s covert nuclear-weapons programme. Both the US and China have also shielded Pakistan’s export of terrorism to its neighbours.

The ultimate paradox of Trump’s war is that in attempting to weaken Iran, it may have made it more dangerous.

The war’s legacy will not be the battlefield gains it delivered to the US and its partner Israel, but the structural damage it inflicted—on alliances and partnerships, on global energy and economic interests, and on the credibility of American power itself.

Trump, the Demolition Man of Global Order

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US President Donald Trump speaks about the conflict in Iran in the James S. Brady Press Briefing Room of the White House on April 6, 2026, in Washington, DC. (Photo by AFP)

By Brahma Chellaney
The Japan Times

In barely 15 months, U.S. President Donald Trump has generated more global upheaval than most leaders do in a lifetime.

By eroding international norms, unleashing cascading crises and roiling world markets, he has emerged as a principal driver of global instability. And he still has 33 months left.

There is no modern precedent for what is now unfolding. A single leader — at the helm of the superpower that built and sustained the post-World War II international order — is dismantling it at speed, while openly mocking the very rules that once underpinned American power.

Since returning to the White House, Trump has cast aside longstanding legal norms, authorized military strikes across multiple sovereign states and weaponized economic interdependence against allies and adversaries alike. From the slow strangulation of Cuba through blockade-induced deprivation to a war on Iran that has triggered worldwide turmoil, his actions have pushed the international system into uncharted territory.

Trump launched his war on Iran, as he did his military intervention in Venezuela weeks earlier, in the language of dominance. But its consequences unfolded globally in the language of scarcity — of fuel, food and even survival.

Iran and Venezuela account for almost one-third of global proven oil reserves. Bringing both into Washington’s strategic orbit would give the U.S. an unprecedented lever over global energy markets — one that could be used not merely to influence prices and supply, but to discipline rivals and steer the economic and foreign-policy trajectories of partners.

Trump’s vision of America’s global “energy dominance” was on display again at his April 6 news conference, where he pointed to Venezuela as a model for dealing with Iran, citing his seizure of Venezuelan oil. Describing himself as a businessman, Trump said he wants to likewise take Iran’s energy resources once the conflict is over. “To the victor belong the spoils,” he declared.

It was a revealing admission: Control over Iran’s vast energy wealth lies at the heart of his war of aggression.

What began on Feb. 28 as a joint U.S.-Israeli assault on Iran, however, quickly metastasized into the most consequential energy shock in modern history. Unlike the oil crises of 1973 and 1979, driven largely by political embargoes, the current upheaval stems from the physical destruction of energy infrastructure and the breakdown of critical supply routes.

Because energy underpins the global economy, the shock could not be contained. It rippled outward — destabilizing food systems, straining financial markets and hitting the poorest countries the hardest.

In terms of global impact, the Ukraine conflict pales by comparison. What began as a regional war with global implications evolved into a globe-spanning crisis driven by a single regional conflict. That is the enduring lesson of the Iran war.

More fundamentally, Trump’s neoimperial impulse is no longer latent; it is hardening into an expansionist doctrine that echoes the playbook of colonial empires rather than the norms of the post-1945 order. His push to increase already massive U.S. defense spending by over 50%, to $1.5 trillion, underscores the scale of that ambition.

From renewed pressure for U.S. control over Greenland and the Panama Canal to open-ended military interventions in Venezuela and Iran — and even talk of redrawing borders or relocating populations — Trump has revived a logic more familiar to the age of empires. The Monroe Doctrine, once regional, has effectively been globalized.

The question is no longer whether Trump is disrupting the international order. It is whether there is any historical parallel for such systematic disruption from within. There is not.

The U.S. was the principal architect of the current system. The rules governing trade, sovereignty and collective security were largely American designs, forged after World War II to prevent precisely the kind of instability now unfolding.

What makes this moment unique is not simply that these rules are being broken, but that they are being dismantled by an American president.

History offers examples of destructive leaders — such as Mao Zedong, Pol Pot, Idi Amin and Moammar Gadhafi  — but they operated on the margins of the international system or in opposition to it. Trump is different. He is tearing down the house from inside.

Nowhere is this more evident than in his weaponization of interdependence. Trade, once treated as a stabilizing force, has been recast as an instrument of coercion. Tariffs are no longer just economic tools; they are strategic weapons.

By linking military protection to trade concessions and tribute-like payments, Trump has transformed alliances into transactional arrangements — security for sale. The postwar idea of collective defense is giving way to something closer to protection racketeering.

This shift signals a profound reordering of international relationships, in which commitments are perpetually subject to renegotiation.

Equally consequential is the erosion of sovereignty. U.S. military strikes have extended across the Middle East, Africa and even into the Caribbean, targeting states without clear legal justification under the U.N. Charter.

Earlier eras did see U.S. expansionist doctrines — from Theodore Roosevelt’s “Big Stick” diplomacy to William McKinley’s imperial ventures. But those belonged to a pre-1945 world, before the current international norms took shape. Today’s actions carry greater weight precisely because they defy a system the U.S. itself helped build.

The war on Iran marked a particularly dangerous gamble. Trump is the first leader to trigger a global energy crisis through direct military action of his own making.

At the same time, his administration is hollowing out multilateralism — the connective tissue of the international system. Just weeks before launching the Iran war, the U.S. withdrew from 66 international organizations in a single stroke, including the World Health Organization, while sanctioning International Criminal Court officials.

Other leaders have challenged international norms, including Saddam Hussein and Vladimir Putin, but as outsiders. Trump’s approach is more destabilizing because it represents an insider threat. By abandoning agreements like the Paris climate accord, while openly entertaining territorial ambitions from Greenland and Canada to the Panama Canal, his administration has signaled that it no longer considers itself bound by the rules Washington once championed.

If the international system’s principal guarantor no longer believes in it, what remains?

To find even a loose historical analogy, one must look further back. Napoleon reshaped Europe through force; Bismarck discarded alliances in pursuit of advantage. Yet neither operated within a global order they themselves had constructed and sustained. What we are witnessing is something unprecedented: a great power dismantling its own architecture of order.

The consequences are already visible. Alliances are fragmenting. Markets are volatile. Smaller states are hedging, recalibrating or simply absorbing the shocks. The world is moving beyond Pax Americana — but not toward a stable alternative. Instead, it is drifting into uncertainty.

Today, the greatest threat to international peace and security is not a rising challenger. It is the transformation of the international system’s central pillar — the U.S. — into its principal destabilizer.

From rising fuel and food prices in Africa to fiscal stress across Asia and Latin America, the costs of Trump’s ambitions are being borne far from the corridors of power where they were conceived.

Brahma Chellaney, a longtime contributor to The Japan Times, is the author of nine books, including “Water: Asia’s New Battleground.”

The End of America’s Illusion of Cost-Free Wars

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For decades, the US waged wars abroad without exposing itself to the risk of serious retaliation. This was made possible by selecting targets that lacked the retaliatory capacity to impose significant costs beyond their national borders. The Iran war has broken that intervention model, ending America’s illusion of relatively cost-free wars.

By Brahma ChellaneyProject Syndicate

In a rambling address to the American people on April 1, US President Donald Trump claimed that the US war against Iran has been a success, vowing to “finish the job…very fast.” It was a statement in obvious conflict with the facts. Trump is still pretending that Iran is just another small US adversary that can only absorb punishment, lash out locally, and ultimately buckle under sustained military and economic coercion. In reality, Iran has upended the model on which US interventionism has long relied.

For decades, the United States has nurtured the belief that it could wage wars abroad without exposing itself to the risk of serious retaliation. This was made possible by the careful selection of targets—such as Grenada, Panama, Iraq, Libya, and even Venezuela—that lacked the capacity to impose significant costs beyond their borders, such as by striking US assets or allies in a sustained or meaningful way. Even when insurgencies wore down US forces, as in Vietnam and Afghanistan, the conflicts remained geographically contained.

This “asymmetric cost” model—a war the US starts will ultimately cost the other side far more—has proven vital in sustaining the illusion of American invincibility and limiting domestic political resistance to US military adventurism. Now, Iran has broken it.

Iran’s security doctrine is built on “forward defense,” which makes use of asymmetric military capabilities—including ballistic and cruise missiles, drones, and a network of partners and proxies—to protect itself and project power beyond its borders. When the US and Israel attacked, Iran was able to leverage this strategic depth to retaliate immediately against targets across the region, including US allies, military bases, and forward-deployed assets.

By threatening infrastructure, airbases, and economic chokepoints, such as the Strait of Hormuz and Bab al-Mandeb across the Gulf, Iran is effectively forcing US partners to share the costs of conflict. As the Gulf states, which have long hosted US bases in exchange for a place under America’s vaunted security umbrella, bear the brunt of Iran’s response, strategic friction is growing within America’s coalition. Thanks to Iran, allies that once enabled the US to project power in the Middle East now have a strong incentive to restrain it.

The US should have seen this coming. Following the US assassination of Iranian Major General Qasem Soleimani in 2020, Iran responded not with proxy action or deniable escalation, but with a direct ballistic-missile attack on a US military installation: the Al-Asad Airbase in Iraq. This should have dispelled any doubt that Iran could retaliate against American forces with precision and without fear of immediate retribution. Since then, Iran has only refined its strategy of distributed retaliation.

The Trump administration failed to anticipate this perfectly predictable response partly because of another longstanding illusion among US military planners and politicians: that higher military spending automatically confers battlefield superiority. America could strike its “enemies” with such overwhelming force that they would have no choice but to heed its demands almost immediately. Yet, from the Vietnam War to the 20-year war in Afghanistan, the US has instead found itself trapped in expensive wars of attrition that it could neither decisively win nor politically sustain, resulting in its humiliating withdrawals.

Nonetheless, the illusion has persisted. With Iran’s defense budget amounting to a small fraction of America’s, the Trump administration apparently assumed that the country could not possibly put up much of a fight. What it failed to recognize is that Iran does not need parity; it needs disruption. Its arsenal of low-cost, high-impact systems is tailored not for a conventional victory, but for strategic denial. Swarms of relatively inexpensive drones or missiles can overwhelm even the most sophisticated air-defense systems, as Israel is learning.

With this strategy, Iran has turned America’s greatest strength—its global military footprint—into a source of vulnerability. It has also exposed a fundamental weakness in the American way of war: dependence on high-value, high-cost assets that can be degraded by persistent asymmetric pressure. The imbalance is both tactical and economic. The US is now being forced to spend vast sums to defend its assets and allies against weapons that cost very little to build and launch.

The US waged war on Iran with a framework honed against weaker, more isolated adversaries. It assumed that military force, combined with economic pressure, would ensure submission. Instead, it encountered a state that had spent years preparing for precisely this kind of confrontation and could absorb punishment while steadily ratcheting up the costs of escalation. Yet Trump continues to anticipate a quick capitulation.

The Trump administration’s strategic miscalculation extends beyond underestimating Iran’s retaliatory capabilities. It reflects a fundamental misreading of the nature of modern conflict. In a world of economic interconnectedness, geographically dispersed military capabilities, and low-cost weapons systems, a country that appears weak in conventional terms can cause serious harm. The message is clear: the age of relatively cost-free US wars is over.

The US can still unleash overwhelming force and inflict immense devastation. But it can no longer control the consequences or contain the fallout. What Iran has demonstrated is not just resilience, but the ability of a weaker state to steadily erode a superpower’s advantages. A superpower that once felt invulnerable must now reckon with adversaries that can drain its coffers, bleed its allies, and upend its strategic calculations.

The future of the Middle East—and of American power—hinges on whether the US internalizes the lessons of its miscalculation in Iran. If it fails to do so, it will continue to stumble into wars it cannot decisively win, cheaply sustain, or strategically justify.

Brahma Chellaney, Professor of Strategic Studies at the New Delhi-based Center for Policy Research and Fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including Water: Asia’s New Battleground (Georgetown University Press, 2011), for which he won the 2012 Asia Society Bernard Schwartz Book Award.

© Project Syndicate, 2026.

The war for oil that backfired

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A pump at a filling station in Plano, Texas on March 13. AP Photo/Tony Gutierrez

By Brahma Chellaney, The Hill

When President Trump launched his war on Iran, attention fixed on missiles, drones and the risks of escalation. The real story lay elsewhere: a grandiose and ultimately reckless vision of American “energy dominance” that helped propel Washington into war.

This was not simply a security decision, but an economic and ideological gamble rooted in Trump’s long-held belief that U.S. control over international energy flows would translate into global geopolitical supremacy and arrest America’s relative decline.

In his second term, that belief hardened into doctrine. But in Iran, it collided with reality.

For years, Trump has openly flirted with the idea that the U.S. should “take” or otherwise control the oil resources of states too weak to impose retaliatory costs. That impulse, once dismissed as rhetorical excess, became operational policy under the banner of “energy dominance” — maximize U.S. and allied fossil-fuel output and then wield global supply and pricing as a strategic weapon against adversaries and even friendly states.

By last year, the U.S. had indeed become the world’s largest oil and gas producer, flooding global markets with shale output and liquefied natural gas. This surge created a dangerous illusion in Washington — that America had insulated itself from the geopolitical risks of energy disruption. If the U.S. no longer depended on Middle Eastern oil, the thinking went, it could act militarily in the Persian Gulf without suffering serious economic consequences at home.

That misperception proved decisive. Trump’s advisers argued that any Iranian retaliation — whether through attacks on Gulf infrastructure or disruption of shipping in the Strait of Hormuz — could be offset by U.S. and allied production. Last June’s limited U.S. strikes on Iran had triggered only temporary price spikes, reinforcing the belief that markets could be managed.

Energy dominance, in this reading, was not just an economic strategy; it was a license for geopolitical coercion.

It removed a constraint that had shaped decades of U.S. policy. Where previous presidents hesitated — fearing that war with Iran would send oil prices soaring and damage the global economy — Trump saw an opportunity. If supply could be controlled, then conflict could be contained.

But this logic rested on a profound miscalculation that energy systems are linear, predictable and ultimately subordinate to American power. They are not.

Once the conflict escalated and the Strait of Hormuz was effectively compromised, the consequences rippled far beyond what Washington had anticipated. Prices surged, volatility spiked and the shock spread through every layer of the global economy.

Energy is not just another commodity. It is the foundation of modern economic life. When energy prices rise sharply, food prices follow. Natural gas is essential for fertilizer production, while oil powers agricultural machinery, irrigation and transport. The result is a cascading effect: an energy shock becomes a food shock and, for many societies, a political shock, hitting the most vulnerable countries hardest.

This is the real legacy of Trump’s war: not battlefield outcomes, but systemic disruption.

The energy logic that helped drive the conflict was never confined to Iran. Just eight weeks earlier, the Trump administration had demonstrated its willingness to operationalize resource control in Venezuela, where U.S. military intervention resulted in the capture of President Nicolas Maduro and the installation of a more pliable regime. Vice President JD Vance was explicit about the rationale: control over one of the world’s largest oil reserves.

Iran represented the same logic, scaled up.

Together, Iran and Venezuela account for almost one-third of global proven oil reserves.

The prospect of bringing both into Washington’s strategic orbit would amount to an unprecedented lever over global energy markets, allowing the U.S. not just to influence prices, but to shape the economic trajectories of rivals and partners alike. It is difficult to overstate how radical this vision was.

It marked a return to a resource-centric foreign policy reminiscent of earlier eras, when access to oil routinely drove foreign intervention, regime change and covert operations — from the 1953 CIA-assisted coup in Iran to Cold War-era resource conflicts. The difference today is the scale of ambition: not merely securing supply, but globally dominating it.

Dominance, however, has proven illusory. Far from demonstrating control, the Iran war has exposed the fragility of the global energy system — and the limits of American power within it. With markets interconnected, geopolitical shocks cannot be neatly contained. And even a country as energy-rich as the U.S. remains deeply vulnerable to global systemic shocks.

The irony is stark. A strategy designed to give Washington greater freedom of action has instead produced global constraint — slowing growth, fueling inflation and amplifying financial instability across continents.

If anything, the Iran war underscored the opposite of what its architects intended: that energy interdependence remains a structural reality, not a vulnerability that can be engineered away.

In the end, Trump’s pursuit of energy dominance did not merely enable the war on Iran; it made it conceivable for the first time. By convincing itself that the economic risks of conflict could be managed, the administration crossed a threshold earlier leaders had resisted. What followed was not the calibrated use of American power, but an unleashing of forces far beyond Washington’s control.

The costs mounted swiftly, at home and abroad. The bill was global — paid for one man’s delusion.

Brahma Chellaney is the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

The World Pays for One Man’s Expansionist Follies

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Photo: Alex Brandon/Pool via REUTERS

Trump’s neo-imperial impulse is hardening into an expansionist doctrine, one that echoes the playbook of colonial empires rather than the norms of the post-1945 international order.

Brahma Chellaney, OPEN magazine

There is no precedent in modern history for what the world is witnessing today. A single leader—at the helm of the very superpower that designed and sustained the post-World War II international order—is now dismantling it with startling speed while mocking international law.

Since returning to the White House, Donald Trump has cast aside longstanding norms of international law, authorized military strikes across multiple sovereign states and weaponized economic interdependence against both allies and adversaries. His administration’s actions—from the slow strangulation of Cuba through blockade-induced deprivation to a war on Iran that triggered worldwide turmoil—have pushed the international system into uncharted territory.

Like his military intervention in Venezuela eight weeks earlier, Trump launched his war of aggression against Iran in the language of American power and strategic dominance. But the consequences of that war unfolded globally in the language of scarcity—of fuel, of food and even of survival.

What started on February 28 as a joint US-Israeli military assault on Iran swiftly metastasized into the most consequential energy shock in modern history. Unlike the oil crises of 1973 and 1979, which were driven largely by political embargoes, the 2026 upheaval arose from the physical destruction of energy infrastructure and the breakdown of critical supply routes.

Because energy is the foundation of the modern global economy, the shock could not be contained within oil and gas markets. It cascaded outward, destabilizing food systems, straining financial structures and hitting vulnerable populations the hardest.

What began as a regional conflict with global implications turned into a world-spanning crisis driven by a regional war. This is the enduring lesson of the Iran war.

More fundamentally, Trump has barely disguised his neo-imperial yearning, which may explain his growing expansionist itch.

From renewed pressure for US control over Greenland and the Panama Canal to open-ended military intervention in Venezuela and talk of redrawing borders or relocating populations, he has revived a logic more familiar to the age of empires than to the post-1945 international order.

Since his return to the White House, Trump’s actions have suggested a reversion to 19th-century imperial precedents. The old Monroe Doctrine has been globalized into a claim that American power itself is legal authority.

Today, from high fuel and food prices in Africa to fiscal stress in Asia and Latin America, the burden of Trump’s ambitions is being borne far from the corridors of power where they were conceived.

Arsonist of the World Order

The question is no longer whether Trump is disrupting the global order. It is whether there is any historical parallel for such systematic disruption. There isn’t—at least not in the post-1945 world

The US was the principal architect of the current international system. The rules governing trade, sovereignty and collective security were largely American designs, forged in the aftermath of World War II to prevent precisely the kind of instability and volatility that has now unfolded.

What makes the present moment unique is not simply that these rules are being broken, but that they are being dismantled by an American president.

History offers multiple examples of wayward or ruthless leaders—including Mao Zedong in China, Pol Pot in Cambodia, Idi Amin in Uganda and Muammar Gaddafi in Libya. But these figures operated either on the margins of the international system or in opposition to it.

Trump, by contrast, is tearing down the house from within.

Nowhere is this more evident than in his weaponization of global interdependence. Trade, once treated as a stabilizing force largely insulated from geopolitical rivalry, has been recast as an instrument of coercion. Tariffs are no longer economic tools; they are strategic weapons.

By linking military protection to trade concessions and tribute payment, Trump has effectively transformed alliances into transactional arrangements—security for sale. The post-World War II idea of collective defence has been replaced with something closer to protection racketeering.

This shift signals a profound reordering of international relationships, where commitments are perpetually open to revised terms.

Equally consequential is the erosion of sovereignty. US military strikes have extended across the Middle East, Africa and even into the Caribbean, targeting states without clear legal justification under the UN Charter.

Earlier eras did see US expansionist doctrines—from Theodore Roosevelt’s “Big Stick” diplomacy to William McKinley’s imperial ventures. But those belonged to a pre-1945 world, before the present international legal framework was established. Today’s expansionist actions carry a different weight because they explicitly defy the legal and normative structure the US itself helped create.

Launching war on Iran marked a particularly dangerous escalation. By targeting the energy infrastructure of a major oil-producing state and inviting Iranian retaliatory strikes on US-aligned Gulf Arab states, Washington triggered what the International Energy Agency called “the largest supply disruption in history,” surpassing even the shocks of the 1970s. But there is a critical difference: those earlier crises were driven by producer decisions, including Saudi King Faisal’s use of oil as a weapon. Trump is the first leader to trigger a global energy crisis through direct, unprovoked military action initiated by him.

At the same time, Trump’s expansionism is hollowing out multilateralism—the connective tissue of the current international order. Just weeks before launching war on Iran, the US withdrew from 66 international organizations in one stroke, including the World Health Organization, while imposing sanctions on International Criminal Court (ICC) officials.

Other leaders have defied international institutions and norms, but typically from the outside. Saddam Hussein and Vladimir Putin challenged the international system as adversaries.

Trump’s approach is more destabilizing precisely because it represents an “insider” threat. By walking away from agreements such as the Iran nuclear deal and the Paris climate accord, while openly entertaining territorial ambitions from Greenland to the Panama Canal, his administration has signalled that it no longer considers itself bound by the rules the US once championed.

The cumulative effect is not just disorder, but disorientation. If the international system’s guarantor no longer believes in the system, what remains of it?

To find even a loose historical analogy, one must look back at bygone eras. Napoleon Bonaparte reshaped Europe through force, rewriting borders and legal codes. Otto von Bismarck discarded alliances in pursuit of strategic advantage. Yet even these comparisons fall short: Neither operated within a global order they themselves had constructed and sustained for decades.

What we are witnessing now is something unique: Trump, the arsonist of the US-designed international order, causing worldwide upheaval by pursuing an unabashedly expansionist agenda. Consequently, the “leader of the free world,” as the US long described itself, has voluntarily abdicated that role to become its primary disruptor.

The present turmoil and the fragmentation of alliances point to a world moving beyond the era of Pax Americana. But this is not a managed transition to a new order but a descent into uncertainty.

Put simply, the greatest threat to international peace and security today is not a rising challenger or an external adversary. It is the transformation of the international system’s central pillar—the US—into its main disruptor.

A Structural Rupture

At the centre of the global crisis lies a strategic gamble that went catastrophically wrong.

Any serious assessment of a war against Iran—strategically overlooking the Strait of Hormuz, the world’s most critical energy chokepoint—would have anticipated severe disruptions to global energy flows. About 20% of the world’s oil and more than a fifth of liquefied natural gas (LNG) transit this narrow waterway. It is the single most important artery of the global energy system.

Yet the Trump administration appeared to have assumed that military escalation could be managed without triggering systemic consequences. That assumption was swiftly shattered once Trump launched the attack on Iran.

Tehran’s effective closure of the Strait of Hormuz, combined with tit-for-tat strikes on energy infrastructure in Iran and the Gulf Arab states, choked off supply at its source while simultaneously degrading production capacity. Facilities such as Iran’s South Pars gas field and Qatar’s Ras Laffan LNG complex—pillars of the global energy system—were damaged or rendered partially inoperable.

This resulted in a dramatic surge in international energy prices and, more importantly, a fundamental shift in risk. Oil prices climbed steeply, while global gas markets were thrown into disarray.

Even more significant is the structural repricing of energy risk. The Middle East is no longer seen as a reliable supplier but as a persistent source of volatility.

This was not an unavoidable outcome. It was the predictable consequence of initiating an unprovoked war in the epicentre of the global energy zone.

The world has experienced energy shocks before. But the present turmoil is not limited to oil. The simultaneous disruption of LNG—now central to electricity generation across Europe and Asia—has amplified its impact. In an era where power grids depend heavily on gas, the loss of LNG supply is as destabilizing as any oil embargo.

While the oil shocks of the 1970s resulted from policy-driven embargoes that were reversible, the current turmoil involves the destruction or damage of energy infrastructure, which cannot be quickly repaired. The damage will likely linger long. Qatar has said that it may take up to five years to repair damage to the Ras Laffan site.

The global economy is more interconnected, and growth more fragile, than in previous decades. Supply chains operate on “just-in-time” principles, leaving little buffer against disruption. When a critical node such as the Persian Gulf is destabilized, the effects ripple rapidly across sectors and regions.

For all these reasons, the shock from Trump’s Iran war was not merely another cycle of volatility; it represented a structural rupture.

The most consequential, and least understood, dimension of the energy crisis lies in its transmission to the global food system.

Modern agriculture is fundamentally energy-intensive. Natural gas is the key input for nitrogen fertilizers, which underpin global crop yields. Oil powers tractors, irrigation systems and transport networks. Food, in effect, is energy transformed into calories. When energy systems are disrupted, food systems inevitably follow.

The Persian Gulf region plays a central role in the global fertilizer supply chain, producing large shares of urea, ammonia and sulfur. With exports curtailed by conflict and maritime disruption, fertilizer prices surged dramatically, as demand outstripped supply.

The timing could not have been worse. The war coincided with the spring planting season across the Northern Hemisphere—from Asia to Europe and North America—meaning that reduced fertilizer application is already “locked in” for the 2026 harvest. Farmers across South Asia, Africa and even parts of North America have had to cut usage, switching in some cases to less input‑intensive crops.

The consequences will not be immediate, but they are inevitable.

The first stage of this global crisis was the input shock: rising costs and declining availability of fertilizer and fuel. The second stage is set to be the production shock: lower yields as under-fertilized crops produce less. The third stage will be the consumption shock: rising food prices and declining access, particularly for low-income populations.

By next year, agricultural analysts expect significant increases in the prices of grains, vegetable oils and meat. Corn, the backbone of global feed systems, is particularly vulnerable. As its price rises, the effects cascade into meat and dairy markets, producing what can only be described as a “protein shock.”

Exacerbating this dynamic is a policy-driven feedback loop that further tightens food supply. As oil prices rise, biofuels become more economically attractive. Governments have responded by expanding mandates for ethanol and biodiesel in an effort to stabilize domestic energy costs. But this carries an international cost: crops that could be used for food are instead diverted into fuel production.

In the US, record biofuel mandates are channelling corn and soybean oil into energy markets. Brazil is diverting increasing volumes of sugarcane toward ethanol production. Indonesia is accelerating its palm‑oil biodiesel programme.

This “food versus fuel” trade-off is particularly damaging in the context of Trump’s global expansionism. At a time when agricultural output is already under pressure due to high input costs, the diversion of crops further reduces global food availability.

The result is a self‑reinforcing cycle: higher energy prices drive biofuel production, which tightens food supply, which raises food prices, which in turn exacerbates the humanitarian impact of Trump’s adventurism.

In short, Trump’s reckless war triggered a chain reaction that is undermining the economic and energy security of the world at large, while also delivering a political shock through a flagrant disregard of international law.

To make matters worse, the war unleashed a sharply unequal burden. While the energy and food shocks are global, their impacts are profoundly unequal.

In the West, the turmoil manifested primarily as inflation and industrial strain. Households faced higher energy and food bills, while industries grappled with rising input costs. Central banks were forced into difficult trade-offs, delaying interest rate cuts and prolonging economic uncertainty. Yet these developed economies possess buffers—financial resources, institutional capacity and diversified supply chains—that allow them to absorb the shock.

The Global South, by contrast, is faced with a far more severe situation.

Many developing countries are heavily dependent on imported energy, particularly from the Persian Gulf. The surge in prices and disruption of supply routes pushed them into crisis mode. Governments began implementing fuel rationing, cutting subsidies and scrambling to secure alternative supplies.

At the same time, the fertilizer shock started undermining domestic agriculture. Countries that rely on imported inputs faced shortages that will directly translate into lower production. In some cases, fertilizer became simply unavailable at any price, raising the spectre of “planting voids.”

More broadly, the convergence of pressures produced what can only be described as a “triple crisis” of fuel, food and finance. The financial dimension intensifies each of the others.

In the face of rising global uncertainty, investors have flocked to perceived safe havens, particularly US assets. This strengthens the dollar and drains capital from emerging markets like India. For countries with dollar-denominated debt, repayment is becoming more expensive even as access to new financing tightens.

At the same time, high energy prices have inflated import bills, widening current account deficits and putting pressure on currencies. Depreciation of the Indian rupee, for example, makes imports even more expensive. Given that, unlike Asia’s export‑oriented economies, India’s overall imports are far larger than its exports, this trend will likely fuel inflation at home and erode purchasing power.

Many other Global South states face a similar vicious cycle: higher costs, weaker currencies and mounting fiscal stress. For some vulnerable countries, the risks have become existential, given the spectre of balance‑of‑payments crises and sovereign defaults.

Perhaps the most underappreciated dimension of the global crisis has been the sharp downturn in remittances from overseas. For many countries in the Global South, remittances are not merely supplementary income. They are a critical source of foreign exchange and a key stabilizer of national economies.

Millions of workers from developing countries, from the Philippines and India to Egypt and Lebanon, are employed in Persian Gulf economies. The war disrupted these economies, leading to job losses, delayed payments and a dramatic decline in remittance flows. The implications are profound.

At the household level, families are losing remittances just when food and energy costs are rising. At the national level, governments are losing a crucial source of foreign exchange, weakening their ability to finance imports and stabilize their currencies. This dual shock—rising costs and falling incomes—has intensified the crisis across all dimensions.

The geographic contours of the crisis are already clear.

In South Asia, high fuel costs are limiting irrigation and transport, while fertilizer shortages are becoming severe. Bangladesh, the world’s eighth‑most populous country, has been forced to shut five of its six urea plants due to interruption of LNG supplies from the Gulf, specifically Qatar. In East Africa, import‑dependent economies are facing sharp increases in food prices. In the Middle East and North Africa, supply disruptions are straining already fragile food systems.

These regions are being thrusted toward what might be called “humanitarian red zones.” The UN World Food Programme (WFP) has warned that tens of millions of additional people could be pushed into acute food insecurity as a result of the upheaval.

As history has repeatedly shown, food crises do not remain contained. They destabilize societies, fuel political unrest and redefine international relations.

Against this backdrop, what makes the present moment particularly dangerous is the simultaneous disruption of multiple global systems. Energy supply chains are fractured. Agricultural input systems are under stress. Financial flows are being redirected. Trade routes are costlier and more uncertain.

This convergence of disruptions has created a systemic crisis—one in which shocks in one domain rapidly propagate to others. The era of cheap energy and seamless globalization is giving way to a more fragmented and volatile order.

Ultimately, the defining feature of this Trump‑created turmoil is its asymmetry. The war was initiated by the world’s most powerful country; its consequences are being borne disproportionately by the Global South.

America First, World Last

Trump’s governance style centralizes power, often ignoring traditional checks and balances. The phrase “one-man wrecking machine” has been used by political opponents at home, such as New York Governor Kathy Hochul, to describe his approach. In foreign policy, Trump has been more of a “demolition man” of established global alliances and agreements, as well as longstanding international norms.

Trump may be “erratic, unpredictable, inconsistent, irresponsible, reckless and incompetent,” as one American commentator described him in his first term. Yet there now appears to be a strategic logic driving his aggressive expansionism in the second term.

The common factor behind Trump’s military intervention in Venezuela and his war on Iran is oil. Venezuela and Iran together hold nearly one‑third of the world’s proven oil resources.

By kidnapping Venezuela’s sitting president and forcing regime change in Caracas, the US has gained de facto control over the world’s largest proven oil reserves. Asked in a Fox News interview how taking out President Nicolás Maduro would help the average American, Vice President JD Vance said candidly, “It means we are going to be able to control the incredible natural resources of Venezuela.”

A similar outcome in Iran—by installing a pliable regime—would dramatically expand American sway over global energy flows, especially given that the US is already the world’s largest oil producer, churning out more oil than Saudi Arabia and Russia combined, and the world’s largest LNG exporter.

In seeking to bring Iran within America’s strategic orbit and fundamentally reshape the geopolitical landscape of the Middle East, Trump made two grave errors. He profoundly underestimated Iran’s retaliatory capabilities; and he conceitedly overestimated US capacity to control the war’s trajectory without triggering global economic consequences.

The war revealed that power, when exercised without regard for global interdependence or realities on the ground, can produce outcomes that are not only unintended but deeply destabilizing for the entire world.

Trump’s expansionist agenda is not just breaking international norms; it is also exposing the longstanding hypocrisy of US foreign policy in consistently invoking a “rules‑based international order” when, in reality, the rules were always flexible and adjusted whenever American interests required it. His renewed threats to annex Greenland and his proposal to incorporate Canada as America’s 51st state have further unravelled the US rationale for waging proxy war against Russia—that the Russian invasion of Ukraine violated a core international principle that borders cannot be changed by force.

After returning to the White House, Trump quickly shifted from a non‑interventionist international posture to a highly interventionist one, authorizing serial military operations overseas.

At home, Trump’s bid to wield untrammelled presidential power has been checked by US courts, which have struck down several major actions—from overturning sweeping global tariffs and quashing subpoenas targeting the Fed chair to now halting construction on the president’s White House ballroom plan.

Abroad, however, his use of American power faces few constraints. The United Nations has been sidelined, with the Security Council paralyzed. Other important Western leaders—such as Keir Starmer, Friedrich Merz and Emmanuel Macron—have proved too politically weak to counsel restraint or defend longstanding international norms.

The global silence on Trump’s expansionist actions underscores a vacuum of moral leadership across both the West and the Global South.

Against this backdrop, Trump framed his war on Iran as a demonstration of America’s unrivalled military might. Instead, the war unleashed forces that no single country could control.

In terms of global impact, the Ukraine conflict pales in comparison to the US-Israeli war of aggression, which has dimmed the economic-growth prospects of many countries, including India which was the world’s fastest-growing major economy until Trump decided to attack Iran.

The Iran war’s legacy will be defined not by victory or defeat, but by the scale of the global crisis it set in motion. The irony is stark: the bill from a war intended to assert US supremacy is being footed by the global population.

In the post‑World War II period, few world leaders have caused as much global upheaval as Trump in such a compressed timeframe—about 14 months. In terms of the erosion of international norms, the cascade of globe-spanning consequences unleashed and the volatility of world markets, he is playing the central role in fuelling global instability and undermining international peace and security. And he still has nearly 34 months left in his current term.

Brahma Chellaney is a geostrategist and the author of two award-winning books on water: Water, Peace, and War; and Water: Asia’s New Battleground.

Trump Is Showing China How to Seize Taiwan

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Great powers study each other closely, observing the strategies used, the resistance met, and the outcomes realized. Donald Trump’s strangulation of Cuba thus could become a template for others, beginning with Xi Jinping, who remains committed to achieving “reunification” with Taiwan.

By Brahma ChellaneyProject Syndicate

Since returning to office last year, US President Donald Trump has ordered military strikes from the Caribbean and eastern Pacific to Africa and the Middle East, targeting alleged drug-smuggling boats and suspected terrorist groups. He has attacked Venezuela and kidnapped its leader, Nicolás Maduro. And he has joined Israel in a large-scale assault on Iran that amounts to a major escalation from last year’s strikes, which supposedly “obliterated” the country’s nuclear facilities. Meanwhile, he is tightening a noose around Cuba, in the hopes that the resulting humanitarian crisis will open the way for a “friendly takeover” of the island by the United States. 

As Trump acts with open contempt for international law, China is taking notes. The Cuba model, in particular, offers a useful blueprint for Chinese President Xi Jinping to apply in pursuing his “historic mission” of “reunification” with Taiwan. This is a live demonstration of how a superpower can strangle a country into submission. 

Modern societies depend on a handful of critical systems such as food, water, transportation, and communications. But one system rules them all: energy. Electricity powers water pumps, refrigeration, health care, digital networks, and industrial and agricultural production. Once the grid begins to fail, so do all other critical systems – and social stability. This makes countries that depend heavily on imported fuel to generate electricity fundamentally vulnerable. 

For Cuba, which has long depended primarily on oil purchased from Venezuela and Mexico, Trump has exploited that vulnerability by imposing a complete blockade on fuel deliveries. Millions of people have lost access to electricity. Water-pumping stations have shut down. Tractors and delivery trucks sit idle, leading to food-price spikes, food shortages, and rising hunger. Hospitals struggle to function amid intermittent blackouts. 

The suffering is the point: it is the lever Trump is using to apply pressure to the regime, whose fall, Trump glibly maintains, is imminent. 

For Xi, such a coercive siege of Taiwan might be more appealing than a full-scale amphibious invasion across the Taiwan Strait, which would be fraught with logistical challenges and likely draw in the US and Japan. Instead of firing missiles at Taipei or storming Taiwan’s beaches, China could declare a maritime quarantine or customs-inspection regime around the island, with Chinese coast-guard vessels stopping energy tankers bound for Taiwanese ports for “safety checks” or “anti-smuggling operations.” 

Even modest disruptions could quickly create supply bottlenecks. Given that Taiwan imports nearly all of its fuel (mostly liquefied natural gas), and maintains barely two weeks’ worth of reserves, a line of LNG tankers waiting offshore could trigger cascading shortages within weeks. Like Cuba, Taiwan would face blackouts, which would disrupt its water and health-care systems. Industrial production, including the semiconductor plants that power the global digital economy, would grind to a halt. The goal would not be immediate surrender, but rather gradual exhaustion. 

This gradualism is essential. A single dramatic act would jolt the international system, forcing others to respond. But a steady rise in “routine” ship inspections, producing increasingly long delays and escalating economic and social pain, offers no such shocking moment. Each step appears insufficient to justify a major military response. This is no Trumpian innovation: Xi is a master of such tactics, which have enabled him to make major strategic gains, such as in the South China Sea and the Himalayas, without firing a single shot. 

In Taiwan’s case, China could simply wait until the economic and humanitarian crisis that it created became severe enough to justify moving in to “stabilize the island” and “rescue its people.” As with Trump’s “friendly takeover,” which makes geopolitical coercion sound like corporate restructuring, the logic is that of a protection racket: create the problem, then step in to “solve” it. 

All this could unfold under a shroud of legal ambiguity. While a formal naval blockade would be regarded as an act of war under international law, a quarantine or inspection regime could be presented as law enforcement, rather than military action. China’s government – which insists that Taiwan is a Chinese province, not a sovereign state – would likely portray maritime inspections as an internal matter of administrative enforcement. 

Would Japan and the US risk war with a major nuclear power and the world’s second-largest military spender over actions portrayed as customs enforcement? Would they want to take responsibility for a crisis-stricken Taiwan? The answer may well be no, especially at a time when the US is hemorrhaging blood and treasure, owing to Trump’s multiplying military adventures abroad. 

Other countries would be even less likely to jump to Taiwan’s defense. Just as the US is using tariff threats to prevent third countries, such as Mexico, from providing oil to Cuba, China could leverage its central role in global trade and its chokehold on rare-earth supplies to deter opposition to a siege of Taiwan. 

Great powers study each other closely. What works for one becomes a template for others, now and in the future. In this sense, what is happening to Cuba is not a one-off tragedy; it is a rehearsal and a test. If the world sits silently by as Trump strangles Cuba, with its 11 million people, Xi will see little reason not to apply the same strategy against 23 million Taiwanese.

Brahma Chellaney, Professor of Strategic Studies at the New Delhi-based Center for Policy Research and Fellow at the Robert Bosch Academy in Berlin, is the author of nine books, including Water: Asia’s New Battleground (Georgetown University Press, 2011), for which he won the 2012 Asia Society Bernard Schwartz Book Award.

© Project Syndicate, 2026.

The world is watching America lose its moral compass and its global credibility

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The old Monroe Doctrine has been globalized into a claim that American power itself is legal authority

President Trump in West Palm Beach, Florida. AP photo

By Brahma Chellaney, The Hill

By any conventional measure of power, the U.S. remains formidable. Its military power is unmatched, and it still possesses the world’s largest national economy. Yet power in the 21st century has never rested on material capabilities alone.

For decades, America’s true strategic advantage lay in something less tangible but more potent: its capacity to attract. Its ideals, openness and professed commitment to universal values conferred a moral authority that made alliances easier, its influence deeper and its leadership more legitimate. That advantage is now being squandered.

The current focus on the U.S.-Israeli war against Iran should not obscure a larger reality: The damage the second Trump presidency is inflicting on U.S. soft power — on the very credibility that made American leadership possible — is profound and likely to outlast the administration itself.

The concept of soft power, a term coined by the late Harvard scholar Joseph Nye, rests on three pillars: an appealing culture, political values that a country actually upholds, and a foreign policy imbued with moral authority. Today, each of those pillars is being eroded.

The most visible fracture is domestic. President Trump’s rhetoric has normalized a form of racialized politics that previous generations of American leaders, from both parties, publicly rejected. His disparaging comments about Somali immigrants, like his circulation of dehumanizing imagery of the Obamas, revives some of the ugliest tropes in the long history of racial oppression. These are not isolated excesses — they signal to the world that the U.S. is retreating from the very values it once claimed as its moral core.

For audiences across Africa, Asia and Latin America — regions whose histories are deeply scarred by European colonialism and extractive rule — such rhetoric is not just offensive. It is revealing. It suggests that the language of equality and human dignity, long invoked by Washington in international forums, may have been less a principled commitment than a convenient instrument of power.

That perception is reinforced by what Trump and his team now say about the world beyond America’s borders.

In his Jan. 21 address in Davos, Trump spoke with disarming candor about territorial acquisition and imperial expansion. Voicing nostalgia for colonialism, he said European empires had simply acquired “great vast wealth, great vast lands all over the world,” adding that “there’s nothing wrong with it.” This was a statement of worldview.

Secretary of State Marco Rubio’s Feb. 14 address at the Munich Security Conference only sharpened the point. He praised Western colonialists for settling “new continents” and building “vast empires extending out across the globe,” lamenting what he called the “terminal decline” of those empires after World War II. The signal was unmistakable: The age of empire was not a moral tragedy but a civilizational achievement.

Different tones, same message: The past they praise rests on racial domination.

No mainstream Western leader has voiced such unvarnished neo-imperial yearning in decades. For European allies who have spent 80 years publicly renouncing colonialism, and for countries across the Global South that fought to escape it, the implications are jarring. When American leaders speak this way, they do more than offend; they delegitimize the very international order the U.S. claims to uphold.

Words are only part of the story. Under Trump, they are increasingly matched by actions that suggest a return to 19th-century imperial precedents. From renewed pressure for U.S. control over Greenland and the Panama Canal to open-ended military intervention in Venezuela and talk of redrawing borders or relocating populations, the administration has revived a logic more familiar to the age of empires than to the post-1945 international system.

The old Monroe Doctrine has been globalized into a claim that American power itself is legal authority. The capture of Venezuela’s president, the tightening of a blockade that has deepened Cuba’s humanitarian crisis, and the assassination of Iran’s supreme leader represent a pattern that erodes major principles of international law.

This worldview may strike its proponents as a restoration of strength. In reality, it is a confession of insecurity. Great powers confident in their legitimacy do not need to glorify conquest or invoke racial hierarchy; they rely instead on the willingness of others to follow their lead. That willingness is precisely what is now eroding.

The consequences are already visible. Allies hedge. Partners question U.S. commitments. Countries across the Global South, long lectured by Washington on democracy and human rights, now hear such rhetoric with growing skepticism. Rivals, from Beijing to Moscow, find it easier to portray the U.S. as hypocritical and self-serving.

None of this means that American decline is inevitable or irreversible. The U.S. has reinvented itself before. Its greatest strength has always been its capacity for self-correction. But renewal begins with recognition.

The tragedy is not merely that America’s image is being tarnished by signals of a retreat into racialized nationalism and nostalgia for empire. It is that the very qualities that once made U.S. leadership attractive are being dismantled by American hands themselves.

Credibility, once lost, is hard to regain. Trust, once broken, is not easily restored.

If the U.S. continues down this path, the Trump presidency will not merely mark a contentious chapter in domestic politics. It will be remembered as the moment when America forfeited the moral authority that sustained its global influence, thereby accelerating a relative decline that no amount of military or economic power can easily arrest.

Brahma Chellaney is the author of nine books, including the award-winning “Water: Asia’s New Battleground.”

At last, some good news for Taiwan’s security — Taiwan’s strategic position gets a boost from Japan

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Brahma Chellaney, Taipei Times

The Chinese Communist Party (CCP) has long been expansionist and contemptuous of international law. Under Chinese President Xi Jinping (習近平), the CCP regime has become more despotic, coercive and punitive.

As part of its strategy to annex Taiwan, Beijing has sought to erase the island democracy’s international identity by bribing countries to sever diplomatic ties with Taipei. One by one, China has peeled away Taiwan’s remaining diplomatic partners, leaving just 12 countries (mostly small developing states) and the Vatican recognizing Taiwan as a sovereign nation. Taiwan’s formal international space has shrunk dramatically.

Yet even as Beijing has scored diplomatic successes, its overreach is turning it into its own worst enemy. Nowhere is this clearer than in its relationship with Japan, which it has pushed from wary partner to strategic counterweight over the past two decades.

More recently, China’s full-spectrum pressure campaign against Japan — intended to weaken Japanese Prime Minister Sanae Takaichi — has instead helped deliver her a landslide victory in the Feb. 8 election. Japanese voters appear to have grown weary of Beijing’s coercion. The resulting supermajority in the Diet gives Takaichi not only political authority, but also strategic latitude to harden Japan’s statecraft against China.

Japan’s election has thus delivered something Taiwan has not heard in a long time: genuinely good news.

For Taipei, Takaichi’s victory is not just another electoral outcome in a neighboring democracy. It marks a strategic inflection point for Taiwan’s security environment. For the first time in decades, Japan is moving decisively from strategic ambiguity toward strategic clarity — and that shift matters enormously for Taiwan’s future.

The first and most consequential change is political. Takaichi has been more explicit than any previous Japanese leader in stating that a Chinese attack on Taiwan would constitute a “survival-threatening situation” for Japan itself. Under Japan’s 2015 security legislation, that language is not rhetorical; it provides the legal basis for the Self-Defense Forces to exercise collective self-defense if an ally is attacked in circumstances that endanger Japan’s survival.

In practical terms, this signals that Japan is politically and legally prepared to stand alongside the US if Taiwan is attacked.

For Taiwan, this reduces the most dangerous form of uncertainty — not whether China might act, but whether others would respond.

It may also explain Beijing’s sharp reaction. At the recent Munich Security Conference, Chinese Foreign Minister Wang Yi (王毅) denounced Takaichi’s Taiwan position as a “challenge to China’s sovereignty.”

The second shift is military. Japan’s southwestern island chain, stretching from Kyushu to Yonaguni just 110 kilometers from Taiwan, is rapidly becoming a fortified defensive arc. Japanese missile batteries, air defense systems, electronic warfare units and surveillance networks are being deployed along this chain, transforming it from a symbolic “tripwire” into a credible counterstrike barrier. This significantly complicates any Chinese attempt to blockade Taiwan or project force across the Taiwan Strait.

Geography has always made Japan central to Taiwan’s security. Taiwan, in turn, underpins Japan’s own security as a geographic extension of the Japanese archipelago. Under Takaichi, that geographic reality is finally being translated into operational strategy.

Third, Takaichi’s supermajority opens the door to constitutional reform. For decades, Article 9 has constrained Japan’s ability to act as a normal security provider.

With a two-thirds majority in the Lower House, Takaichi now has the leverage to formalize the status of the Self-Defense Forces and expand their operational latitude, even as she accelerates defense spending toward 2 percent of GDP.

A stronger Japan means a more secure Taiwan. Indeed, a Japan that is legally unshackled becomes a far more credible deterrent against Chinese expansionism — one that Beijing must factor into any calculus over Taiwan.

Japan now appears poised to move from reacting to Chinese military pressure to imposing tangible costs. Nowhere is this clearer than along the southwestern island chain, where Tokyo is building the capacity to deny access, complicate Chinese planning, and ensure that no coercive maritime gambit or fait accompli seizure of territory goes unanswered.

Fourth, and just as important, Tokyo has demonstrated that it will not be intimidated by China’s economic coercion, despite the costs.

Beijing attempted to influence Japan’s election by restricting seafood imports and Chinese tourism, tightening export controls on critical materials, and intensifying military pressure around Japan’s southwestern islands. The effort backfired. Japanese voters interpreted the pressure as bullying and responded by strengthening Takaichi’s mandate.

That outcome carries a powerful message for Taiwan: China’s economic leverage is not irresistible, and democratic societies can push back when they choose to do so.

Taken together, these developments amount to something Taiwan has long needed but rarely enjoyed: strategic clarity from its most important neighbor.

The benefits for Taipei are concrete. A Taiwan contingency is now explicitly linked to Japan’s own security. Intelligence-sharing is likely to deepen as Tokyo centralizes its intelligence apparatus. Economic ties may expand through a potential Taiwan-Japan Economic Partnership Agreement, embedding Taiwan more firmly in trusted supply chains. And Japan’s easing of defense-export restrictions opens the door to quiet but meaningful industrial cooperation.

None of this means Taiwan’s challenges are over. Beijing will continue to apply pressure — diplomatic, economic and military. Japan’s constitutional reforms will likely face hurdles in the Upper House and in a national referendum. Ultimately, Taiwan’s own resilience remains the decisive factor in its future.

But geopolitics is rarely about perfect security; it is about relative advantage. Compared with a year ago, Taiwan’s strategic position is stronger. It now has a Japan that is more willing, more capable and more politically authorized to contribute to its defense. And the US has approved a record US$11.1 billion arms package to strengthen Taiwan’s deterrence against Chinese coercion.

In a region where bad news has become routine, that alone marks a meaningful shift.

For Taiwan, Japan’s election result is a reminder that the balance of power in Asia is not static and that democratic solidarity, when backed by political will, can still reshape the strategic landscape.

Brahma Chellaney, professor of strategic studies at the independent Center for Policy Research in New Delhi, is the author of nine books, including the award-winning Water: Asia’s New Battleground (Georgetown University Press).

Trump’s War On Peace

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Trump has already etched his name into the history books—not as a strategic innovator, but as a leader who turned American foreign policy into a vehicle for spectacle and coercion, mistaking shock for strategy. Rather than ‘Make America Great Again’, he is steadily diminishing his country’s power, leaving the US less trusted and less credible than at any point since the end of the Second World War.

Brahma Chellaney, Open Magazine

Donald Trump’s second presidency marks a decisive shift in US statecraft: foreign policy as personal theatre, multilateralism displaced by a doctrine of calculated disruption, and the institutional order recast through a narrowly transactional ‘America First’ realism.

Moving beyond the improvisation of his first term, Trump’s second term is deliberately revisionist. His administration has upended foundational norms, including withdrawing the US from scores of international organisations and the Paris Climate Agreement. Nowhere is this “disruption as doctrine” approach clearer than in his treatment of sovereignty and territoriality—evident in recurring annexation threats towards Greenland and Canada, and in the articulation of a personalised “Donroe Doctrine”, an idiosyncratic evolution of the Monroe Doctrine.

On the economic front, Trump has weaponised trade as a tool of primary national power, with his tariffs spurring significant international volatility. Even after the US Supreme Court struck down many of those tariffs as illegal, Trump immediately responded by imposing a 15 per cent global import duty under a different national law.

His policies and actions in the security realm have triggered increasing international volatility and instability, including widening divisions within the Western bloc.

By mistaking disruption for strategy and bullying for leadership, Trump has made America appear more erratic and less dependable than at any time since 1945. The US can still project overwhelming force, but its ability to shape stable outcomes, build coalitions and lead by example is steadily eroding.

The Myth

Trump’s self-proclamation as a global peacemaker sits uneasily—indeed irreconcilably—with his record in office. Such is his reliance on militarised statecraft that he ordered more military strikes on countries in just the first year of his second presidency than the entire four-year term of his predecessor, Joe Biden.

In speeches, social-media posts and ceremonial initiatives, Trump has cast himself as the man who ended eight “unendable wars”, deserved the Nobel Peace Prize and restored American strength while avoiding costly “forever wars”. Yet the empirical record of his second presidency reveals something quite different: a sustained dependence on high-intensity military force across multiple theatres, a dramatic expansion of nuclear-weapons capabilities, and a foreign policy increasingly personalised, transactional and erratic.

This disjunction reflects a deeper doctrinal shift: Trump’s redefinition of peace itself. In his formulation, peace is not the product of diplomacy, compromise or durable political settlements; it is the abrupt cessation of violence through overwhelming, unilateral force—what his advisers describe as “peace through shock”.

The result is a foreign policy that claims the mantle of non-interventionism while normalising frequent, destructive military action. The long-term effect is to weaken American strategic credibility, erode international norms, and leave America less secure in a world already defined by sharpening great-power rivalry.

There is a growing gap between Trump’s words and actions. Take his National Security Strategy (NSS) that he released a little over three months ago.

At first glance, the NSS promises a restrained and pragmatic approach to US foreign policy. It criticises previous administrations for defining American interests so broadly that “almost no issue or endeavour is considered outside its scope,” and instead pledges a more focused conception of national interest. The document outlines four core principles: a narrowed definition of national interest, “Peace through Strength,” a “Predisposition to Non-Interventionism”, and “Flexible Realism”.

The language of non-interventionism is especially striking. Rooted rhetorically in the Declaration of Independence, the NSS asserts that all nations possess a “separate and equal station”, implying respect for sovereignty of other states and a high threshold for military action. It disavows ideological crusades and promises “peaceful commercial relations” without imposing social or political systems on others.

This is how that section reads in full: “Predisposition to Non-Interventionism—In the Declaration of Independence, America’s founders laid down a clear preference for non-interventionism in the affairs of other nations and made clear the basis: just as all human beings possess God-given equal natural rights, all nations are entitled by ‘the laws of nature and nature’s God’ to a ‘separate and equal station’ with respect to one another. For a country whose interests are as numerous and diverse as ours, rigid adherence to non-interventionism is not possible. Yet this predisposition should set a high bar for what constitutes a justified intervention.”

On paper, this suggests a break with the interventionist US habits of the post-Cold War era. In practice, however, the NSS embeds a paradox.

While professing a predisposition against intervention, it simultaneously calls for maintaining the world’s most powerful military, accelerating technological dominance and undertaking a sweeping nuclear modernisation programme. The document thus creates conceptual space for a foreign policy that claims restraint while preserving—and expanding—the capacity for aggressive action.

The operational reality of Trump’s second presidency exposes how hollow the claimed predisposition to non-interventionism has become. Rather than reducing the use of force, the administration has shifted towards a “shock and awe” model—favouring short, high-intensity operations instead of long-term operations that usually result in a military quagmire.

In Yemen, Trump’s Operation Rough Rider (March-May 2025) involved hundreds of strikes over a 53-day period, the most intense US bombing campaign in that country’s history.

In Iran, Operation Midnight Hammer deployed more than 100 aircraft and massive bunker-buster bombs against nuclear facilities, with the White House declaring the Iranian nuclear programme “obliterated”. On June 25, 2025, the White House posted on its website: “Iran’s nuclear facilities have been obliterated—and suggestions otherwise are fake news.” Yet, just months later, Trump is threatening to launch war on Iran if it does not abandon its nuclear programme.

In Venezuela, the US conducted a regime-change military operation early this year, abducting President Nicolás Maduro and gaining control of the world’s largest proven oil reserves. This operation, however, was framed not as war, but as a law-enforcement operation.

These headline operations were accompanied by intensified drone and air campaigns in Somalia, Nigeria, Syria, and the Caribbean, alongside the militarisation of the US southern border under a memorandum treating migration as an “invasion”. Data from conflict-monitoring organisations indicate that the US under Trump carried out more than 600 airstrikes in 2025 alone.

In ordering the Christmas Day strikes in Nigeria, Trump portrayed the bombings as necessary to protect Christians from ISIS attacks. Yet Sokoto state, where the US conducted the airstrikes, is largely Muslim, and the local Catholic bishop explicitly denied that Christians there were being systematically targeted. Nor is there any clear evidence that the insurgents operating in Sokoto are linked to ISIS.

The key innovation under Trump is not restraint but reconfiguration. Trump has replaced prolonged US occupations with repeated, high-tempo kinetic actions justified as counter-terrorism, counter-narcotics or protection of religious freedom.

Just the form of intervention has changed. The frequency, geographic reach and normalisation of intervention have only increased.

Manufacturing a Persona

Against the backdrop of expanded military activity, Trump has constructed an elaborate narrative of peace-making. At the United Nations (UN) in September 2025, he claimed to have ended seven “unendable wars”, later revising the number to eight. He practically crowned himself a global peacemaker at the UN, claiming “everyone” says he should win the Nobel Peace Prize. The boast was vintage Trump: detached from reality and delivered with a straight face.

He has created a personalised ‘Board of Peace’, launched at Davos earlier this year, over which he exercises unilateral control. The board is effectively a one-man show—Trump alone can veto decisions, set the agenda, invite or expel members and even anoint his own successor. Trump has even renamed the US Institute of Peace building after himself.

The cases he cites as evidence of his peace-making often collapse under scrutiny. Some of the alleged wars—such as tensions between Egypt and Ethiopia or Kosovo and Serbia—were not wars at all. Others, such as the Cambodia-Thailand dispute or the Armenia-Azerbaijan conflict, were addressed primarily through regional diplomacy or remain unresolved despite ceremonial agreements.

In still others—most notably Israel and Iran—Trump did not end a conflict but actively escalated it, joining hostilities through direct US military strikes on Iranian nuclear facilities.

The pattern is consistent: inflate the scale of a conflict, insert the US—and Trump personally—as the indispensable mediator, deploy coercive force and then declare victory regardless of the underlying political reality. Peace, in this narrative, becomes a branding exercise rather than a substantive outcome.

The human consequences of this doctrine are visible in Yemen and Gaza.

In Yemen, “Operation Rough Rider” achieved its immediate objective of halting Houthi attacks on shipping lanes but at significant humanitarian cost. Independent monitors estimate hundreds of civilian deaths in just 53 days, including strikes on critical infrastructure such as the Ras Isa port, a lifeline for humanitarian aid, and a migrant detention centre in Sa’ada that killed dozens of African migrants.

The Trump administration’s response has been to dismiss or deflect such reports, blaming “human shielding” by adversaries and measuring success solely by restored maritime security. The NSS’ supposed “high bar” for intervention thus becomes, in practice, a high tolerance for civilian harm.

In Gaza, Trump’s approach has been equally stark. His early proposal to “take over” and redevelop the enclave into a “Riviera of the Middle East”, initially tied to the displacement of millions of Palestinians, has evolved into a heavily securitised but still vague reconstruction plan overseen by his Board of Peace. Plans for a permanent US military presence in Gaza underscore the extent to which “peace” is conceived as managed pacification backed by force, rather than a political settlement grounded in rights and sovereignty.

The Nuclear Paradox

Perhaps the clearest illustration of the gap between rhetoric and reality lies in Trump’s nuclear policy. While presenting Iran’s nuclear ambitions as an existential threat justifying military strikes and coercive diplomacy, the US under Trump has allowed the last remaining US-Russia nuclear arms control treaty, New START, to lapse. At the same time, the US is expanding and modernising its own nuclear arsenal.

The Trump administration boldly frames this not as contradiction but as doctrine: “Peace through strength” in its purest form.

American nuclear weapons are portrayed as stabilising instruments wielded by a responsible democracy, while the same weapons in the hands of adversaries are deemed inherently illegitimate. The result is a shift away from the Cold War logic of mutual restraint towards a model of unilateral primacy.

This is reflected in America’s 2026 “nuclear modernization” budget, a cornerstone of the Trump administration’s “peace through strength” doctrine. The budget, which represents a historic financial commitment to the already-formidable US nuclear triad, totals approximately up to $90 billion in authorised spending—a 26 per cent increase over the Biden administration’s final request.

The consequences are predictable. By abandoning treaty constraints and investing tens of billions of dollars in new delivery systems, warhead and missile defences, the US encourages rival powers to expand their own arsenals.

Iran, meanwhile, has responded to last summer’s US strikes on its nuclear facilities by seeking to rebuild its programme in more hardened and secretive configurations, illustrating how tactical victories can generate long-term strategic instability.

Strategic Consequences

Beyond military actions and nuclear policy, Trump’s approach has reshaped the very process of American foreign policy. Diplomacy has become an extension of his personal brand, marked by spectacle, unpredictability and a preference for dramatic gestures over sustained engagement.

Major decisions—from bombing Iranian nuclear sites to proposing regime change—are often announced impulsively, with allies and even cabinet officials learning of them through social media.

Professional diplomats and intelligence officials are sidelined, eroding institutional expertise and continuity. Where foreign governments once relied on their intelligence services to understand American policy, they now simply monitor presidential social-media posts.

Trump’s excessive personalisation of policy breeds confusion and mistrust. Allies cannot be certain whether statements reflect official policy or personal impulse, while adversaries struggle to interpret whether threats are credible or performative.

The blurring of public policy and private gain, including the influence of Trump’s booming business ventures, further undermines the credibility of US decision-making. Trump’s personal wealth has risen on the back of cryptocurrency ventures and other deals, with mounting evidence that his family’s business empire is influencing decision‑making on sanctions, financial regulations, travel restrictions, and even choices of partner states.

The cumulative effect of these patterns is deeply corrosive for US foreign policy and long-term American strategic interests.

First, Trump’s redefinition of peace as “shock and awe without occupation” normalises frequent, highly destructive uses of force while devaluing diplomacy. This weakens international norms governing the use of force and exposes as hollow US claims to uphold international law and civilian protection.

Second, his militarised statecraft accelerates arms races, great-power rivalries and regional instability. The lapse of the last remaining nuclear arms control treaty, combined with expansive US nuclear modernisation and missile defence initiatives, incentivises rivals to expand their own weapons of mass destruction (WMD) capabilities. The cycle of action and reaction increases the risk of miscalculation and escalation.

Third, Trump’s transactional and personalised diplomacy weakens alliances and partnerships as well as the US-led international order, which has traditionally helped amplify American power. Allies and strategic partners confronted with America’s unilateral actions and unpredictable policy shifts are more likely to hedge, pursue strategic autonomy or seek alternative partnerships. This is exactly what India is doing.

Fourth, the fusion of foreign policy with domestic political theatrics erodes the credibility of US commitments. When actions appear driven by personal branding or electoral considerations, both friends and adversaries are likely to discount American assurances and threats.

Finally, by mistaking disruption for strategy and coercion for leadership, Trump has made the US appear less reliable and less trustworthy.

Trump’s peacemaker narrative is not merely a matter of personal exaggeration. It reflects a deeper transformation in how American power is conceived and exercised. By redefining peace as the product of overwhelming force, he has blurred the line between war and diplomacy and normalised the routine use of violence.

The costs are already visible: destabilised regions, renewed arms races, strained alliances, and a global perception of the US as erratic and self-interested. In the long run, these trends threaten to leave America weaker, lonelier and less capable of shaping the new global order in ways that serve its interests.

Trump has already etched his name into the history books—not as a strategic innovator, but as a leader who turned American foreign policy into a vehicle for spectacle and coercion, mistaking shock for strategy. Rather than ‘Make America Great Again’, he is steadily diminishing his country’s power, leaving the US less trusted and less credible than at any point since the end of World War II.