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diplomacyApr 23, 2026

Confusion, delusion, and how Israel drives the Iran War

Summary

The closure of the Strait of Hormuz following the temporary ceasefire is the culmination of an American policy defined by strategic incoherence. At the center stands Donald Trump, whose shifting positions, confused war objectives, and conflicting actions have not only failed to ease regional tensions but have actively deepened them. Nowhere is this clearer than in Trump’s threats to blow up the whole country, including its bridges and power plants. At the same time, he touted a military “big day,” presenting potential war crimes as diplomatic tool, aggression as diplomacy, and destruction as leverage. Trump inflated, almost delusional, promises ahead of potential talks come across less as statesmanship and more as a calculated sales pitch to the American public. His vows “to end up with a great deal,” coupled with an almost obsessive focus on Barack Obama by insisting his agreement will be “far better” than the one negotiated over a decade ago. An approach that reflects a tendency toward messaging driven less by policy depth and more by projection, comparison, and to frame outcomes in terms of self-aggrandizement and personal glory. Instead of articulating clear strategic objectives, his policy relies on distinguishing himself and image cultivation to project authority and superiority, leaving the underlying substance vague and open to question. By manufacturing optimism and exaggerating progress while promising an imminent “great deal,” Trump appears to be negotiating with himself—or detached from reality—seeking to construct a narrative of success regardless of the facts on the ground. The performative optimism stands in sharp contrast to his simultaneous threats and pompous rhetoric, suggesting not confidence but a measure of desperation. Trump’s rationale for extending the ceasefire because of “internal divisions” within Iran is unconvincing. If internal debate within Iran is seen as warranting a pause, what should be said of a policy where direction shifts from one moment to the next? Differing political views are the essence of a normally functioning political system, whereas impulsive, erratic, personalized decision-making is not. All of this unfolds as Trump continues issuing maximalist demands for conditions he helped create. For instance, he demands the surrender of enriched uranium that would not exist had he not abandoned the Joint Comprehensive Plan of Action (JCPOA). Likewise, the Strait of Hormuz was closed as a consequence of his and Netanyahu’s war, not as its cause. The consequences of these Israel-driven U.S. policies are felt by ordinary Americans at the gas pump and in grocery stores. The Strait of Hormuz has become a battleground, destabilizing global energy supply chains and economies worldwide. Yet despite these cascading effects, the core strategy remains unchanged. Trump continues to operate within an echo chamber of Israel-first sycophants that assume military might alone can deliver results, even as the policy falters and the war spills across the region, threatening roughly one-fifth of the world’s energy infrastructure. This is not merely a political flaw or a matter of mismanagement. It is rather a strategic vulnerability shaped by Israel-first loyalists pulling U.S. strategy in directions that ultimately undermine U.S. national interests. In the absence of clearly defined national objectives, as in the first Israel’s war in Iraq, each step risks drawing the U.S. deeper into the polluted water of the Gulf, while simultaneously advancing an environment of chaos that serves only Israel’s calculated aims. In this framework, was Israeli Prijamame Minister Benjamin Netanyahu’s recent statement that the war with Iran is “not over” an embedded message to Trump ahead of the proposed peace talks in Pakistan? Negotiation between countries, especially in the context of war is not selling real estate deals, where haggling and the threat of retracting an offer are routine tactics. The craft of negotiation in this case operates on an entirely different level. Culture, national dignity, historical memory, and political positioning shape both the process and the outcome. Leaders are not merely bargaining over financial assets or credit ratings, they are navigating domestic demands, legitimacy, and the perception of strength or weakness on the global stage. In this regard, threats or the constant withdrawal and reintroduction of proposals are not leverage, they are weakness. Unlike commercial transactions where the “Art of the Deal” is largely concluded at the moment of signing, international agreements mark the beginning of an ongoing, often long-term relationship. What may pass as hard-nosed bargaining in business can, in international diplomacy, be interpreted as bad faith, an approach that tends to invite resentment and resistance instead of compromise. This is why since last Tuesday, Trump was left waiting for Iran to come to the negotiation table. Effective diplomacy requires serious leadership, consistency, and an understanding of the symbolic as much as the substantive. Agreements endure not because one side is pressured into submission, but because all parties can present the outcome as preserving their dignity and advancing mutual interests. The lack of strategic maturity is indicative in a proclamation in the morning signaling openness to de-escalation; by midday, the message splinters, issuing threats and ultimatums while simultaneously hinting at imminent breakthrough deals; by the middle of the night, amid his insomnia, it escalates to threats of total destruction. This constant shifting of positions is not a minor stylistic quirk. It is possible that, at least some of this, is associated with his nocturnal communications with Netanyahu, who is apparently wagging him left and right. This yo-yoing of positions does more than create confusion; it erodes the credibility. Diplomacy depends on a baseline of predictability and mental stability. When signals shift faster than the wind, uncertainty breeds mistrust, and negotiations drift from closed rooms into fiery statements played out for public consumption, creating an opening for Israel to drive the war and breed destruction and more chaos. The views expressed in this article belong to the author and do not necessarily reflect the editorial policy of Middle East Monitor.

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  • Marwa ABy Marwa A

    The closure of the Strait of Hormuz following the temporary ceasefire is the culmination of an American policy defined by strategic incoherence. At the center stands Donald Trump, whose shifting positions, confused war objectives, and conflicting actions have not only failed to e…

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Key points: Bitcoin diverges from US stocks as Trump says Strait of Hormuz “open” Data from TradingView showed BTC/USD building on the week’s gains as the S&P 500 bounced from 7,696, its lowest level since Aug. 4. BTC/USD four-hour chart. Source: Cointelegraph/TradingView This came after US president Donald Trump posted a map of the closed Strait of Hormuz oil route to Truth Social where it was labeled “new US territory.

” Both the US and Iran lay claim to control of Hormuz, with Trump threatening US ally Oman with military action over its plans to work with Iran on charging tolls to shipping traffic. In a subsequent post, Trump confirmed that further diplomacy with Iran was not on the agenda.

“There are no talks or conversations going on, or scheduled, with the Islamic Republic of Iran. The Naval Blockade remains in full force and effect. The Hormuz Strait is open and operating. All water mines have been removed or detonated,” he wrote. S&P 500 one-day chart.

Source: Cointelegraph/TradingView As on Monday, oil avoided major volatility, with WTI crude down 1% at the time of writing at $84 per barrel. US government bonds continued to show strain, with the 30-year yield hitting 5.34%, its highest since January 2007.

“Bond prices are sending warnings,” BNY Mellon analyst Geoff Yu wrote in a research note quoted by the New York Times. Yu said that the surge came as “investors demand more compensation for inflation risk,” while also attributing the upside to government borrowing.

US 30-year bond yields one-month chart. Source: Cointelegraph/TradingView BTC price faces crunch rebound test Updating X followers on BTC/USD, trader and analyst Aksel Kibar eyed the culmination of a potential reverse head-and-shoulders pattern at $62,300.

Related: Bitcoin price spike to $64.5K was ‘low-volume liquidity trap’: Analysis “If $BTCUSD is going to rebound, it has to come from here,” he argued on Monday. Kibar offered a $53,000 target in the event of the head-and-shoulders structure failing, with $76,000 a potential upside target should the rebound sustain.

BTC/USD one-day chart. Source: Aksel Kibar on X.com Previously, Cointelegraph reported that underwater investors were contributing to Bitcoin’s inability to break higher. Its rebound to $64,500 also stopped short of an overhead trend line, the 50-month exponential moving average (EMA).

This moving average is now in place as resistance at $65,827.

Location: Strait of Hormuz
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Trump says no talks underway with Iran, Hormuz blockade remains in place US president says no discussions are taking place or planned with Tehran and reiterates that the naval blockade of the Strait of Hormuz remains fully operational Washington: US President Donald Trump said on Tuesday that no talks are taking place with Iran and that no discussions are currently scheduled between the two countries.

In a post on his Truth Social platform, Trump also said the naval blockade of the Strait of Hormuz remains "in full force and effect." The president did not provide further details regarding US policy towards Iran or any potential future diplomatic engagement.

Trump's comments come amid continued tensions between Washington and Tehran and renewed focus on security and navigation through the Strait of Hormuz, one of the world's most important oil shipping routes.

Location: Tehran
diplomacyUnverifiedUSIran
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Iranian Foreign Minister Abbas Araghchi said Tuesday that Iran had “won both the war and diplomacy,” claiming those who initially sought Tehran’s “unconditional surrender” later sought negotiations. Speaking at an event, Araghchi said Iran resisted for days against what he described as “the world’s largest apparent military,” alongside another army claiming military power and with the support of nearly all Western countries and some other states inside and outside the region, according to the Tasnim news agency.

“Those who were seeking unconditional surrender, shortly after the war began, begged for negotiations,” Araghchi said. He claimed Tehran initially rejected a ceasefire and continued fighting until reaching a point where the other side accepted a ceasefire and negotiations “on Iran’s terms.

” “We fought with strength, and we negotiated with strength,” he said, adding that many foreign ministers had told him: “You won both the war and diplomacy.” Araghchi’s remarks came after US President Donald Trump called on Iran on Monday to give up and “raise the white flag.

Location: Tehran
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- Iran demands US lift sanctions and return frozen assets to reopen Strait of Hormuz - Iran's Parliament Speaker warns closure of Strait continues until US ends military threats - Around 20% of global oil supply passes through the Strait, impacting energy security Iran has warned that the Strait of Hormuz will remain closed until the US meets a set of conditions, including the release of frozen Iranian assets, an end to oil sanctions and what Tehran describes as a US blockade and military threats.

Al-Arabiya English reported that Iran's Parliament Speaker and top negotiator Mohammad Bagher Ghalibaf said the Trump administration must meet the conditions before Tehran considers reopening the strategic waterway. “Until the Trump regime removes the blockade, ends the wars across the region, returns Iran's stolen assets, lifts the oil sanctions, and ceases its military threats, the Strait of Hormuz will remain closed,” Ghalibaf said.

Until the Trump regime removes the blockade, ends the wars across the region, returns Iran's stolen assets, lifts the oil sanctions, and ceases its military threats, the Strait of Hormuz will remain closed. pic.twitter.com/fl2RrKnT1R— Seyed Mohammad Marandi (@s_m_marandi) August 18, 2026 Ghalibaf also warned that Iran was prepared to respond more forcefully depending on the actions of its adversaries.

ALSO READ: 'We Control Hormuz': Trump To Declare Strait As US Territory? Here's What President Says The comments add a new condition to an already fragile diplomatic environment, with the Strait of Hormuz at the centre of concerns over global energy supplies.

Around one-fifth of global oil supply typically passes through the waterway, making any prolonged disruption a major risk for crude markets, shipping and energy security. Earlier, Press TV reported that Ghalibaf is scheduled to travel to Baghdad on Wednesday at the head of a high-level Iranian delegation for discussions with Iraqi leaders.

The talks are expected to cover regional developments and bilateral cooperation, including border security, counterterrorism, economic ties and implementation of existing agreements. Iraqi media have also reported that the agenda could include a proposal concerning Iraqi oil exports through the Strait of Hormuz.

The visit comes as regional governments grapple with the implications of continued disruption in one of the world's most important energy corridors. ALSO READ: Hormuz Tensions: Another Ship Hit By Unknown Projectile, Says UKMTO Centre The security situation in the waterway has also remained tense.

The UK's Maritime Trade Operations agency, or UKMTO, said a vessel reported being struck by an unknown projectile while conducting an outbound transit of the Strait of Hormuz. “The Company Security Officer has reported that the vessel was struck by an unknown projectile while conducting an outbound transit of the Strait of Hormuz,” UKMTO said.

The impact damaged the vessel's engine room and resulted in a crew casualty, the agency said. The remaining crew was being assisted by the Omani coastguard. Essential Business Intelligence, Sharp Market Insights, Practical Personal Finance Advice, Daily Fuel, Gold and Silver Prices and Latest Stories — On NDTV Profit.

Location: Tehran