USA and Iran, a very serious conflict: what's next?

A Profoundly Perilous and Complex Confrontation: The USA and Iran

Victor Ângelo

Are we on the precipice of an armed conflict between Iran and the United States? This remains one of the pre-eminent questions of our days. The answer is neither simple nor definitive. Indeed, the risk may be considered imminent. However, the costs for both parties—and for the world at large—would be so catastrophic that it is both necessary and urgent to reach an accommodation.

Mediation ought to be undertaken by regional states or the more influential members of the Organisation of Islamic Cooperation—some closer to the Sunni interpretation of Islam, others to the Shia practice—provided they are acceptable to both Washington and Tehran. Ideally, the responsibility would have been vested in the UN or India. Regrettably, neither the UN Secretary-General nor the Prime Minister of India possesses sufficient credibility in this instance. Narendra Modi squandered his political capital regarding the Middle East the moment he chose to anchor his domestic power in the marginalisation of India’s Muslim citizens. He is an autocrat who plays the ethnic card and resorts to populism to retain his grip on power.

As for António Guterres, he carries no weight in Washington and is perceived in Tehran as an outsider—a Westerner approaching the twilight of his tenure. He is regarded as a Secretary-General for humanitarian causes and little else. For many, he lacks the political stature and the requisite "vigour" for conflict resolution. The fact remains that Guterres has been plagued by misfortune. Enduring two Trump administrations, each more deleterious than the last, is a singular stroke of ill luck.

The reality is that we are witnessing a formidable military escalation in the Persian Gulf, one of the world’s most sensitive regions. This escalation could trigger an open war at any moment. This is a dispute of immense complexity. The nuclear carrier USS Abraham Lincoln is currently in the Persian Gulf, accompanied by its strike group, bristling with hundreds of Tomahawk missiles and supported by elite fighter jets, satellites, and surveillance drones that monitor every movement within Iran and its territorial waters. Furthermore, the US maintains tens of thousands of personnel across five bases in the region. They also conduct constant policing of the Strait of Hormuz—a vital artery for oil supplies, primarily to China, but also to India. Should either the US or Iran open a front in this transit zone, they would impede, or at the very least disrupt, the daily passage of approximately 20% of the world’s trade in oil and liquefied natural gas. The economic fallout of such a confrontation would be dramatic, both for the region and for the economies of China and numerous other nations.

Few stand to benefit from such a crisis. It is, however, difficult to believe that a deployment of American forces of such formidable proportions has merely deterrent objectives, regardless of protestations to the contrary.

On the Iranian side, military capacity is significantly inferior to that of the Americans. Currently, following the setbacks of its allies in Lebanon (Hezbollah), Syria, Yemen, and Gaza, its strategic strength rests primarily on three pillars: its vast and diversified ballistic arsenal, the mass production of drones, and the ability to sever navigation in the Strait of Hormuz and the Bab el-Mandeb—the maritime bottleneck connecting the Red Sea to the Gulf of Aden and, by extension, the Indian Ocean. Bab el-Mandeb is a vital route through which a significant portion of global trade traditionally flows.

In truth, when considering Iran, one must account for a fourth pillar: the religious fanaticism and the ferocious dictatorship that underpin Iranian political power. It was this volatile mixture of fanaticism and disregard for human life that formed the backbone of the barbaric repression against the populace last month, resulting in an incalculable number of victims. The conclusion is simple: by the standards of modern humanism, the Ayatollahs’ regime resides in a world of five centuries ago—the heart of the Dark Ages. It cannot be countenanced in this day and age, however much one respects national sovereignty or the internal politics of a state. This is a message Guterres ought to convey to Xi Jinping, reminding him that the sovereignty of any state begins with respect for the dignity and human rights of its citizens.

Xi Jinping might, indeed, begin by revisiting the principles adopted by Deng Xiaoping following the death of Mao Zedong in 1976. Deng was the architect of "socialism with Chinese characteristics"—the leader who modernised China, liberalised the economy beyond state control, invited foreign investment, and ended the agriculture of famine. Xi Jinping, however, wagers primarily on absolute power, reminiscent of the Maoist era, coupled with unbridled economic capitalism and a personal brand of rivalry and competition against the US. He is above all preoccupied with Chinese supremacy in military, technological, economic, and geopolitical spheres. Consequently, he errs by aligning himself with powers that view geopolitics through an archaic lens—notably Iran and Russia, another staunch ally of the theocratic dictatorship in Tehran. Xi views the future as a zero-sum rivalry between his nation and the United States, proving that he regards global challenges and international solidarity merely as pawns in China’s international geopolitical gambit.

If Iran can only rely on allies of such a kind, the answer to my initial question must be: let there be resolve, extensive diplomacy, and an absolute respect for citizens and for peace.

The UN Pact for the Future

 

The UN Pact for the Future was adopted in September 2024.

The Five Core Pillars 

The Pact is organized into five "tracks," each containing specific actions to move from rhetoric to implementation:

1. Sustainable Development & Financing: A radical push to reform the "International Financial Architecture." It aims to give the Global South a greater voice in the IMF and World Bank and to close the $4 trillion annual investment gap for development.

2. International Peace & Security: A commitment to revitalize the UN’s role in conflict prevention. Crucially, it includes the most significant language on Security Council Reform in decades, specifically prioritizing the under-representation of Africa.

3. Science, Technology, and Innovation: Ensuring that the benefits of tech are shared globally. It addresses the "digital divide" and sets the stage for the first global standards on emerging risks like lethal autonomous weapons.

4. Youth & Future Generations: Transitioning from "short-termism" to "long-termism." It establishes a dedicated Declaration on Future Generations to ensure that current political decisions account for those not yet born.

5. Transforming Global Governance: The overarching goal is to make the UN "fit for purpose"—more inclusive of civil society, regional authorities, and the private sector.

Additional note about the Munich Security Conference 2026

The debates in Munich must transcend the false choice between a cold, calculated "realism" and a detached idealism. 

True statesmanship today requires a principled realism: an understanding that while power dictates the limits of the possible, it is values that define the worth of the pursuit. We must acknowledge the "brute reality" of modern coercion, not to surrender to it, but to construct a new international equilibrium where the rule of law is not a mere suggestion, but the very foundation of stability. 

If the "fragmented kaleidoscope" of the West is to hold, it must prove that a coalition of free nations can be as strategically disciplined as any autocracy, yet remains anchored in the belief that the ultimate measure of any global order is the security and agency of the individual.

Security in Munich 2026: a complex debate

The Munich Security Conference is set to take place from the 13th to the 15th of February. It remains a watershed moment in global political discourse; one need only recall the fractious intervention of the American Vice President, JD Vance, at last year’s gathering to grasp the weight of the meeting.

We find ourselves now in an even more precarious phase. As the Prime Minister of Canada, Mark Carney, remarked recently in Davos, we are in a state of "permanent rupture"—an era of "brute reality" where Great Powers wield trade and force as instruments of coercion. He is, in large measure, correct. Indeed, his observation is one I have touched upon in recent writings.

I must reiterate, however, that we cannot permit ourselves to be overcome by pessimism, nor by the irrationality and violence of autocrats. To fold one's arms is no solution. The world is not fated to be ruled by narcissists, dictators, or the deranged. Mahatma Gandhi once reminded us that there have always been tyrants and murderers, and for a time they may seem invincible, but in the end, they always fall—always.

The speeches to be delivered in Munich are currently being drafted. It seems to me, therefore, an opportune moment to share a series of thoughts on themes I consider paramount.

I shall begin by quoting Kofi Annan, with whom I worked for several years: "Our mission is to place the human being at the centre of everything we do. No wall is high enough to keep out global problems, and no country is strong enough to solve them alone." Long before him, Martin Luther King Jr. observed that we are "caught in an inescapable network of mutuality" that ensnares us all.

The messages of both men are plain to understand: either we commit to solidarity between peoples, or our societies and the planet, as we know them, can only draw closer to the abyss.

I observe with concern the apologia for "useful subordination," which some term political realism. This so-called realism, to which the Great Powers seek to subjugate us—and which certain theorists and leaders champion—must be regarded as a perilous anachronism. It is a sort of "survival guide" that, under the guise of accepting force as the defining factor in international relations, proposes the abandonment of universal principles in exchange for an illusory stability. This political vision being sold to us stems from the exhausted and dangerous premise of accepting "spheres of influence." In other words, they draw inspiration from the suzerainties and vassalages of yore, claiming them to be the best means of ensuring peace. There must be those in Munich prepared to dismantle this fallacy.

The true strength of a State does not reside solely in its military arsenal. It rests equally upon its legitimacy and the courage of its people. To invest in an atmosphere of fear is the preferred pursuit of dictators and populists. When we allow them to wield that weapon, we march toward perdition. This is happening even amongst us. A climate of dread is developing in Europe. The paralysis engendered by fear is the true weakness of a nation. It is vital that it be said in Munich: we are ready to overcome this terror, from wherever it may come. Audacity, anchored in values, is the answer.

Ukraine serves as a testament to this. Her people know it well. Ukrainian resistance is an act of moral courage proving that a people of free spirit is invincible, even when confronted by an imperial philosophy that views the world through a nineteenth-century lens. Zelensky’s address in Davos was a plea for reflection, though it was somewhat eclipsed by Carney’s speech. Zelensky openly criticised Europe, describing it as a "fragmented kaleidoscope of small and medium powers"—hesitant, dependent on the United States, and lost in internal squabbles while Russian aggression persists and Putin’s oil flows freely along European coasts. He proposed that this oil be seized and the proceeds used to fund the legitimate defence of Ukraine and, by extension, our continent.

It is true that the financial assistance provided to Ukraine by the EU since the illegal Russian invasion of 2022 already exceeds 193 billion euros—a considerable sum, surpassing even that of the Americans. Zelensky may, perhaps, have gone too far in his rhetoric. He did, however, have the merit of underlining that without fierce determination, financial means (including those necessary to procure arms), imagination, and political steadfastness, it will be impossible to withstand Russia’s unjustifiable violence.

It would be well for Zelensky to deliver a similar speech in Munich, but to replace criticisms with proposals. And democratic Europe must respond by showing it grasps the danger that the intentions of Putin—and others—represent. The hybrid war against Europe is already underway; and while the greatest threat emerges from the East, we must not lose sight of threats arriving from other quarters.

All of this reminds us that national sovereignty is an inalienable right which we have a responsibility to protect. This is enshrined in the world's commitment to the Charter of the United Nations. Munich must underscore this, while simultaneously placing the reform of the United Nations on the agenda. This is among the most urgent priorities on the international stage. Those countries that cherish the rule of law, the equality of rights between all States, and peace, have here a standard around which to rally. And a priority.

Europe and its autonomy

Europe Must Depart the Labyrinth and Establish its Autonomy

by Victor Ângelo

Europe can no longer afford the luxury of hesitation upon the international stage—most especially now, as the global landscape increasingly resembles a field of forces set upon a collision course. For too long, we have permitted our strategic vision to be held captive by two obsessions: a credulous subordination to the patronage of the United States, and a lingering dread of a destructive avalanche from the Russian quarter. In both instances, Europe has suffered a diminishment of its sovereignty and its standing. Our paramount duty is to reclaim them.

We exist today amidst hostilites emanating from various quarters. It is imperative that we confront them. The external strength and the reputation of the European Union are but a direct reflection of our internal cohesion. In these times, it is essential to accord respect to others, to advocate for equilibrium, and yet, at once, to project power. Internal cohesion is, therefore, in my judgment, the foremost concern.

To achieve this, we must bolster European complementarity through decisive measures: firstly, by the harmonisation of our principal policy dimensions, thereby ensuring that internal fragmentation is not exploited by external competition; secondly, by fortifying our democratic resilience against disinformation, establishing an effective protocol to counter hybrid threats and the falsehoods intended to fracture our societies; and thirdly, by massive investment in integrated infrastructures—both in energy and the digital realm—to ensure that no Member State remains a vulnerable target for the blackmail of third parties.

A Europe that is not solid at its core can never truly be sovereign at its frontiers, nor can it exert significant geopolitical influence. This necessitates the strengthening of our common identity—whilst respecting our cultural and national diversities—and the active engagement of our citizens and their representative institutions.

By "sovereign independence," we do not imply a defensive isolationism, but rather the capacity to assert and defend our strategic interests. We speak of a multidimensional sovereignty: energetic, technological, cultural, political, and military. To be sovereign is to ensure that the decrees of Brussels and elsewhere reflect our common priorities, and that our partners are chosen upon the basis of reciprocity, never of submission.

We must not overlook China, which occupies the very heart of the super-powers. Our relationship with China demands a realism unburdened by naivety. Our course must be charted in Brussels. The objective is the reduction of risk, though without a rupture, protecting strategic sectors and ensuring that relations are governed by mutually accepted rules.

Simultaneously, sovereignty is won by engaging with all. It is imperative that Europe, as a singular whole, speaks with Moscow as much as it does with others. To maintain open channels with the Kremlin is not a demonstration of weakness, but a realist acknowledgement of our geographic circumstance. A productive dialogue with the Kremlin is, at present, well-nigh impossible. To Don Quixote, it would be akin to inviting a serpent to one’s table and naming it diplomacy. Nevertheless, I believe that democratic Europe, in its entirety, must attempt a dialogue. Russia, under its current leadership, has been transformed into an ill neighbour; it inspires no confidence—rather the reverse—yet it dwells at our very doorstep. The first step must be to demonstrate to Moscow that the prolongation of its aggression against Ukraine leads to the ruin of all, Russia most of all. Sun Tzu, in his celebrated work The Art of War, observed that "there is no instance of a country having benefited from prolonged warfare." When victory is not swift and decisive, the wisest course for the aggressor is withdrawal.

Within this new architecture, NATO must transcend its one-way dependency. Aligning with the vision that Mark Rutte has brought to the Alliance at the commencement of his tenure, Europe must strive to construct a European pillar of defence that is operationally autonomous. As the Secretary-General has reiterated: "European security cannot continue to be an imported commodity." To reform NATO is to ensure that Europe assumes primary responsibility for the stability of our own continent.

In the wake of Davos 2026 and the forthcoming Munich Conference, and within the process of the United Nations' reorganisation (UN80), Europe must assert itself as the architect of a reinvigorated and effective multilateralism. The message must be plain and direct: we must restore trust between States. In the reform of the UN—which is now more urgent than ever—Europe must lead the transition toward a system that reflects contemporary reality, advocating for an expanded Security Council wherein the voice of the Global South and regional powers is institutionalised, and the power of veto ceases to be an instrument of paralysis.

This effort toward multilateral reform is currently imperilled by transactional and exclusionary proposals, such as the extraordinary "Board of Peace" suggested by the United States administration. This proposal, which seeks to replace collective diplomacy with a directory at the service of the personal interests of Donald J. Trump, constitutes an unacceptable ambition. By attempting to circumvent international institutions, the "Board of Peace" seeks to impose a mercantilist order, founded upon a vast ego and a nineteenth-century concept of empire that disregards the rights and sovereignty of States. In a word, it is an aberration.

The stability and geopolitical influence of Europe shall not spring from arms alone, nor from the modernity of our economies. They shall result, also, from our capacity to stand shoulder to shoulder at every level with those who wish to subjugate us, from the moral force we bring to the defence of universal values, and from the bridges we choose to build with democratic regimes across every region of the globe.

Machiavelli writes to Vladimir Putin about Ukraine

 To: Vladimir Vladimirovich Putin, Kremlin, Moscow

From: Niccolò Machiavelli, Secretary to the Second Chancery of the Republic of Florence

Date: 21 January 2026

Subject: On the Necessity of Outcome and the Perils of Protraction

Sir,

I observe your current enterprise from the cold detachment that only history and the study of human nature can provide. You have embarked upon a course that I once described as the most dangerous for any Prince: the attempt to alter a state by force without the means to secure it swiftly.

Permit me to offer a few observations on the verità effettuale—the effective truth—of your situation.

On the Mismanagement of Cruelty

In my writings, I argued that injuries should be done all at once, so that being felt less, they offend less. 

You, sir, have committed the strategic sin of a "slow cruelty." By allowing this conflict to endure since 2022, you have not inspired the "salutary fear" that secures a conquest; instead, you have cultivated a "persistent hatred" that fuels an inexhaustible resistance. 

A Prince may be feared, but he must avoid being hated, for the hatred of a people is a fortress that no artillery can breach.

On the Danger of Auxiliaries and the Union of Rivals

You have achieved what few thought possible: you have given your enemies a reason for Virtù. By threatening the safety of the European states, you have forced them to abandon their habitual indecision. 

They are now seeking their own "arms"—as Victor Ângelo and others suggest—to no longer depend on the "auxiliary forces" of Washington. You have inadvertently acted as the architect of your rival’s unity. A wise Prince seeks to keep his neighbors divided; you have forged them into a hammer.

On Fortune and the People

You have relied heavily on the Fortuna of winter, energy, and political shifts in the West. But Fortune is a woman, and if you wish to master her, you must conquer her by force and audacity, not by waiting for her to change her mind. 

You assumed the people of the Ukraine would be "spectators" to their own subjugation. You forgot that a people who have tasted even a shadow of liberty will never rest until they regain it. Their memory of freedom is longer than your memory of empire.

The Recommendation of the Fox

Sir, the lion alone cannot protect himself from traps, and the fox alone cannot defend himself from wolves. 

You are currently trapped. If victory is not rapid and decisive, as I have always maintained, the Prince must find a way to "withdraw with dignity" or "reframe the outcome" as a triumph before the state’s treasury and the people's patience are entirely consumed.

Sun Tzu, a man of the East whom I have come to respect in this realm of shades, rightly notes that no nation benefits from prolonged war. 

If you cannot be a Lion that destroys, you must be the Fox that negotiates a peace that looks like a victory. To continue as you are is not strength; it is a lack of Cervello—of brains.

In the end, history does not judge the "justice" of your cause, but the "stability" of your result. At present, you are producing only ruin.

I remain, your cold and watchful servant,

Niccolò Machiavelli