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Douthat: Closing Strait of Hormuz Iran's 'Nuclear-Esque' Option
How U.S. strategy encourages mutually assured destruction
Mar. 29, 2026 at 7:03am
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Columnist Ross Douthat argues that Iran's ability to close the Strait of Hormuz and threaten the global energy market is a form of 'nuclear-esque' deterrent, similar to possessing nuclear weapons. He suggests the U.S. strategy of regime change has put Iran in an existentially threatened position, making the regime more willing to make extreme, apocalyptic threats. Douthat is skeptical Iran will become a regional hegemon, but warns the U.S. may have to accept a 'limited defeat' and de-escalate rather than pursue a costly land war.
Why it matters
The conflict between the U.S. and Iran has escalated to the point where Iran's ability to disrupt global energy markets through the Strait of Hormuz has become a powerful deterrent, similar to the threat of nuclear weapons. This dynamic could lead to a dangerous game of brinkmanship and mutually assured destruction if not carefully managed.
The details
Douthat argues the U.S. and Israeli strategy against Iran has been motivated by fear of Iran using nuclear weapons for regional dominance. However, the conflict has instead put Iran in a position where it can make 'nuclear-esque' threats by closing the Strait of Hormuz and threatening to destroy Gulf infrastructure. This escalatory power was not available to previous U.S. adversaries like Saddam Hussein or Moammar Gadhafi. The author suggests the U.S. decapitation campaign against the Iranian regime has left it in an existentially threatened position, making extreme 'apocalyptic' moves more rational for Iran. While Iran's abilities are not as instantaneous as a nuclear weapon, the distributed nature of its threats makes them still potent.
- The U.S. and Israel have been engaged in a conflict with Iran for several years, with tensions escalating in recent months.
The players
Ross Douthat
A columnist for the New York Times who has written extensively on U.S. foreign policy and the conflict with Iran.
Donald Trump
The former U.S. president whose administration pursued a hardline strategy of 'maximum pressure' against Iran.
Iran
The Middle Eastern nation that has been in conflict with the U.S. and its allies over its nuclear program and regional influence.
What they’re saying
“The central problem with our strategy is that it has placed the Iranian government in exactly that kind of existentially threatened position, through a decapitation campaign designed to create regime change, without yet delivering the desired political revolution.”
— Ross Douthat, Columnist
What’s next
The U.S. and its allies will need to carefully weigh the risks of further escalation against Iran, potentially shifting away from a regime change strategy and towards renewed diplomacy to de-escalate tensions.
The takeaway
The conflict between the U.S. and Iran has reached a dangerous point where Iran's ability to disrupt global energy markets has become a powerful deterrent, similar to a nuclear threat. This dynamic raises the specter of mutually assured destruction and requires a measured, strategic response from U.S. policymakers to avoid an even costlier confrontation.
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