Tue. Mar 24th, 2026

The Strait of Hormuz shows us the biggest flaw in America’s Iran War strategy


The Strait of Hormuz was the obvious answer. Anyone engaged in serious planning for a conflict with Iran would know it holds the most likely consequence of a strike, meant to impose costs asymmetrically and make sure a regional war is felt far beyond the battlefield.

The most foreseeable move was always for Tehran to threaten the narrow waterway through which a fifth of the world’s oil moves, turning a regional war into a global economic shock. That it was able to disrupt movement through the strait within days of the initial strikes tells us something more significant than who controls a stretch of water: This war appears to have begun with careful attention to what American force could hit and far less thought about what its use would set in motion.

While this episode has exposed serious shortcomings in the less glamorous but essential parts of U.S. naval power, it is not fundamentally a niche maritime warfare issue. The Strait of Hormuz matters because it’s where force meets the larger system it’s supposed to protect: energy, commerce, alliances and political room to maneuver. A government can destroy targets and still fail at the more important task of preserving order after the other side reacts. That is the real significance of the strait. It is not just a contested waterway. It is where the gap between force and strategy became impossible to miss.

The U.S. military has expended tremendous amounts of ordnance in an effort to break the Iranian government, and Iran has reacted in a completely predictable way. What the effective closure of the strait exposed was not just the difference between the efficacy of strikes and the ability to control the aftermath. It exposed something deeper and more familiar: the repeated failure of the United States to match military power with equally serious strategic thought. We remain so militarily dominant that our leaders keep behaving as though force itself will impose the political outcome they want. But example after example has shown otherwise. The U.S. has not translated military superiority into durable strategic success in decades. And here we are again.

What was the obvious answer for Iran has become a central problem for the United States. Once keeping the strait open became part of the war’s central challenge, the real choices underneath this war came into clear view. None of them are good. The U.S. can broaden and prolong its own commitment in an effort to restore order by force. It can pressure reluctant allies to shoulder more of the burden, even as many of them remain unconvinced by the strategic logic that got us here. It can lean for a time on emergency economic measures to blunt the shock, but those temporary fixes lose value if Iran is able to make the disruption last. Or it can search for a way to declare success and move on, leaving the underlying problem unresolved. Those were always the choices beneath the rhetoric. The strait simply forced them into the open.

The evidence of these stark choices is already clear. The administration is pressing allies to help reopen the strait, but many remain reluctant or unconvinced. European leaders have shown no appetite for an EU naval mission. Japan and Australia have made clear they are not planning escort missions of their own. Middle East oil exports have already fallen sharply, and the International Energy Agency has arranged a record emergency reserve release to blunt the shock.

Those are not signs of a strategy unfolding as planned. They reveal a government scrambling to manage the consequences of a foreseeable disruption for which it did not seriously prepare. That dynamic is now worsening, as Trump has threatened new strikes on Iranian energy infrastructure, and Tehran has responded by threatening to close the strait entirely.

This is the deeper problem. The United States keeps using force as though military strength excuses the harder work of strategy. It does not. Leaders still have to think seriously about what force is meant to achieve, how an adversary is likely to respond and what conditions would have to exist for a durable political outcome. Military power is indispensable, but it is not by itself a strategy. When leaders treat force as though it will somehow make the rest work out, they keep rediscovering — at great cost — that the battlefield is only the beginning of the problem.

Iran didn’t discover some exotic weakness in the American position. It reached for the most obvious lever available, and that exposed the deeper flaw. That Washington still appears to have been unprepared for it is not just an operational failure. It is the clearest evidence yet that military escalation was mistaken for strategy from the start. Each new threat only deepens the consequences of that mistake.

Jon Duffy is a retired naval officer. He writes about leadership and democracy.

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Ideas expressed in the piece

  • The U.S. launched Operation Epic Fury on February 28, 2026, with apparent focus on what American military force could destroy rather than what consequences would follow, particularly the predictable Iranian response of threatening the Strait of Hormuz.

  • The operation exposed a fundamental gap between military capability and strategic planning, as the U.S. military successfully conducted nearly 900 strikes in 12 hours but failed to prepare for Iran’s foreseeable disruption of one of the world’s most critical energy chokepoints through which 20 percent of global oil passes.

  • The closure of the Strait revealed a deeper pattern in U.S. foreign policy where leaders treat military superiority as a substitute for serious strategic thought about how adversaries will respond and what conditions would create durable political outcomes.

  • The difficult choices now facing the U.S.—either broadening military commitment, pressuring reluctant allies, relying on temporary economic measures, or declaring victory while leaving underlying problems unresolved—demonstrate that the conflict began with inadequate preparation for managing the aftermath of military strikes.

  • The refusal of key allies to contribute meaningfully to reopening the strait indicates the operation lacked convincing strategic rationale; European nations rejected an EU naval mission while Japan and Australia declined escort missions.

  • The administration’s scrambling response, including record emergency oil reserve releases by the International Energy Agency, constitutes evidence that the government was unprepared for a completely foreseeable disruption despite years of tensions with Iran over its nuclear program and military reach.

Different views on the topic

  • The operation achieved significant strategic objectives by eliminating Supreme Leader Ali Khamenei and dozens of other top Iranian officials in precisely coordinated strikes, with U.S. and Israeli officials having carefully timed the initial assault to target leadership before it could go into hiding[1].

  • Iran entered the conflict from a position of weakness following prior military damage, years of international sanctions, destabilizing internal protests, and the diminished position of its regional allies during the Israel-Hamas War, suggesting the timing represented a genuine strategic window[1].

  • Despite the disruption to the Strait of Hormuz, Iran’s economy has been significantly damaged by the war while the country continues attempting to export oil to China, indicating the strikes achieved substantial harm to Iranian military and economic infrastructure[2].

  • The global economic shock from the Strait closure, while severe, is modeled as a temporary disruption with potential recovery; if the conflict winds down within weeks and structural damage to energy infrastructure remains limited, confidence could gradually return to the region’s energy sector, constraining long-term economic harm[2].

  • The war has created strategic opportunities for other regional players and demonstrated weaknesses in Iran’s position; Egypt and North African nations stand to gain from increased demand for alternative trade routes and higher commodity prices resulting from disrupted Gulf supplies[2].

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