Iran, Israel, the United States and the return of great-power war

The war unfolding between the United States, Israel and Iran has crossed a dangerous threshold. Within a matter of days, three events have dramatically escalated the crisis: the reported killing of Iran’s Supreme Leader Ali Khamenei, during the opening wave of strikes; the missile attack on a girls’ school in the southern Iranian town of Minab that reportedly killed more than 160 students and staff, most of them young girls; and the sinking of the Iranian naval frigate IRIS Dena by a U.S. submarine in the Indian Ocean while the ship was returning from a naval event linked to India. These incidents—political decapitation, civilian mass casualties and naval escalation far from the original battlefield—illustrate how rapidly the conflict is expanding beyond a conventional military campaign into a confrontation with potentially global consequences.

To grasp the significance of this moment, it is necessary to situate it within the broader historical trajectory of Iran’s political system. Since the Iranian Revolution led by Ruhollah Khomeini, the Iranian state has defined itself partly through resistance to American influence and opposition to Israeli security dominance in the Middle East. Over the past four decades this rivalry has largely been fought through indirect means—sanctions, proxy wars, cyber operations and covert strikes. What is unfolding now represents a significant shift. The latest operations suggest a transition from shadow conflict to open military confrontation between states, dramatically increasing the risks of miscalculation and regional escalation.

The humanitarian consequences of this escalation are already stark. The strike on the girls’ elementary school in Minab has become one of the deadliest civilian incidents of the war so far. Iranian authorities reported that between roughly 160 and 180 people were killed when the school was struck during broader US–Israeli air raids targeting nearby military facilities. Many of the victims were children between the ages of seven and twelve. While the precise responsibility for the strike remains contested and under investigation, the images of destroyed classrooms and mass funerals have reignited global debate about the ethics of modern warfare and the protection of civilian life during armed conflict.

History offers troubling precedents for such tragedies. During World War II, strategic bombing campaigns in cities such as Dresden, Hiroshima and Tokyo were justified as necessary measures to break an enemy’s war-making capacity. Yet decades later those attacks remain deeply contested as examples of how the logic of total war can eclipse humanitarian considerations. The Minab tragedy risks becoming another symbol of how modern precision warfare—despite technological sophistication—can still produce devastating civilian consequences.

At the same time, the sinking of the Iranian frigate IRIS Dena has opened a new and alarming dimension of the conflict. The warship was reportedly torpedoed by a US submarine off the coast of Sri Lanka while returning from naval exercises connected to India’s International Fleet Review. Dozens of sailors were killed and many more remain missing. The attack is significant not only because of the casualties but because it represents one of the rare instances in recent decades of an American submarine sinking an enemy surface vessel in open combat.

Strategically, this incident extends the battlefield far beyond the Persian Gulf. The Indian Ocean—traditionally viewed as a zone of commerce and maritime connectivity—has suddenly become a theatre of geopolitical confrontation. Iran sits astride one of the world’s most critical maritime chokepoints, the Strait of Hormuz, through which roughly one-fifth of global oil supplies pass. Any military escalation that threatens shipping through this narrow corridor immediately sends shockwaves through energy markets and global supply chains.

The sinking of an Iranian naval vessel and the possibility of retaliatory attacks on tankers or commercial shipping have therefore heightened fears of a broader maritime crisis. Iran has already warned that Western maritime traffic could face retaliation, a threat that underscores how quickly energy flows could be disrupted. Even the perception of risk in these waters can drive insurance costs higher, slow tanker traffic and push oil prices upward. Higher oil prices, in turn, translate rapidly into rising transportation costs, increased food prices and inflationary pressure across economies already struggling with geopolitical uncertainty.

Beyond energy markets lies the wider question of great-power politics. The Iran conflict cannot be viewed purely as a regional confrontation. Both Russia and China maintain strategic partnerships with Iran. While neither power is likely to intervene directly at the early stages, prolonged escalation could gradually draw them into deeper diplomatic, economic or even military involvement. For China, Iran represents an important energy partner and a key node within the Belt and Road Initiative. For Russia, the Middle East provides an arena through which it can challenge Western influence and reshape regional balances of power. If the conflict deepens, the region could begin to resemble the proxy battlegrounds of earlier geopolitical eras, where local wars became arenas for global power competition.

For India, the unfolding crisis presents a particularly delicate strategic challenge. India maintains important relations with Iran, especially through connectivity projects such as Chabahar Port, while simultaneously deepening its strategic partnership with the United States. The sinking of the IRIS Dena—reportedly returning from naval activities connected to India—has brought the conflict uncomfortably close to India’s maritime neighbourhood. If tensions continue to escalate in the Persian Gulf and the Arabian Sea, India could face rising energy costs, disruptions to shipping routes and a more militarised Indian Ocean environment. With millions of Indian citizens living and working across the Gulf region, instability would also carry significant humanitarian and economic implications. 

In the twenty-first century, wars rarely remain confined to the battlefield. They spread through energy markets, shipping lanes and global alliances. The deeper question is therefore not simply who wins this war, but whether the international system can absorb yet another geopolitical shock without sliding toward a wider and far more dangerous confrontation.



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Disclaimer

Views expressed above are the author’s own.



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