The administration of US President Donald Trump is considering the restoration of Russian natural gas supplies to Europe, including through Ukraine’s pipeline network, as part of a proposed settlement to end Russia’s war against Ukraine. The initiative would offer Moscow renewed energy revenues while potentially opening opportunities for American investors to participate in the trade.
According to a New York Times investigation published on 17 October, presidential envoys Steve Witkoff and Jared Kushner have raised the proposal with Ukrainian and European officials, including President Volodymyr Zelenskyy. The White House has confirmed that economic incentives for Russia and Ukraine form part of its peace diplomacy, although no agreement on renewed gas transit has been announced.
The proposal would require Ukraine to reopen a transit route that ceased operating for Russian exports in January 2025, while European governments would be expected to resume purchases they have spent years reducing. American negotiators reportedly regard the prospect of renewed commercial revenues as an incentive for President Vladimir Putin to reach a settlement.
There is, however, a considerable difference between offering Russia a commercial opportunity after a verified peace agreement and restoring a source of revenue and political influence before Moscow has demonstrated any willingness to abandon its territorial objectives.
The reported initiative represents a reversal of Trump’s earlier position on European energy security.
During his first presidency, Trump repeatedly warned Germany that its dependence on Russian energy exposed it to political pressure from Moscow. Speaking at the United Nations General Assembly in September 2018, he accused Berlin of becoming dangerously dependent on Russian supplies. Members of the German delegation visibly smiled at his remarks.
The episode acquired renewed significance after Russia’s full-scale invasion of Ukraine in February 2022. Germany had developed an extensive commercial relationship with Gazprom, while the Nord Stream pipelines were intended to facilitate Russian gas deliveries directly to Germany, bypassing traditional transit countries, including Ukraine.
Trump maintained his opposition to those energy relationships well into his second presidency. As EU Today reported in September 2025, he told European governments that continuing to purchase Russian energy amounted to financing the war against themselves.
Washington is now reportedly considering precisely the commercial relationship that Trump previously identified as a strategic danger.
The change cannot be explained solely by the objective of ending the war. It also coincides with discussions about a substantially different economic arrangement, in which American commercial interests could participate in infrastructure and transactions previously dominated by Russia and European energy companies.
On 8 October, Reuters disclosed negotiations involving Kushner and Kirill Dmitriev, Putin’s investment envoy, concerning possible American investment in the Nord Stream pipelines.
The discussions included the prospect of US investors profiting from renewed Russian gas deliveries to Europe. Separate negotiations have involved assets belonging to the Russian energy company Lukoil.
The White House has denied that Nord Stream was a subject of recent discussions and has said any agreements must benefit American taxpayers and companies. There is no established evidence that Witkoff, Kushner or members of Trump’s family would personally profit from the proposed gas arrangements.
Nevertheless, the possibility of American participation changes the commercial equation. Russian gas returning to Europe through infrastructure involving US investors would no longer be exclusively a Russian-European business relationship.
That distinction matters financially, but it does not necessarily resolve the underlying security problem. American ownership of transit infrastructure would not eliminate Moscow’s ability to influence production, supply volumes or export decisions.
The European Union has already confronted the consequences of allowing an energy relationship to become a source of geopolitical leverage. Introducing American intermediaries would not, by itself, remove that vulnerability.
The proposal also conflicts with legislation already adopted by the European Union.
In January 2026, the Council formally approved a regulation phasing out Russian natural gas imports. The restrictions began taking effect in March, with the remaining long-term LNG imports scheduled to end in January 2027 and pipeline imports in autumn 2027.
Consequently, restoring substantial Russian supplies would require changes to existing EU policy or the use of legally available exceptions. Neither Washington nor Moscow can make that decision on Europe’s behalf.
Germany has already opposed the reported American initiative. Chancellor Friedrich Merz’s security adviser, Günter Sautter, reportedly objected during discussions in Florida, while former economy minister Robert Habeck warned against recreating dependence on an unreliable supplier.
The economic attraction remains understandable. European industry faces substantial energy costs, and cheaper pipeline gas could offer relief to some consumers and manufacturers. Yet commercial prices do not account for the wider costs associated with supply disruption, strategic exposure and the potential use of energy exports as political leverage.
Europe’s decision to reduce Russian gas imports was therefore not simply a change of supplier. It was a response to the security implications of its previous energy model.
The initiative also intersects with divisions inside European politics, particularly in Germany.
Alternative for Germany (AfD) has repeatedly advocated restoring Russian energy imports, arguing that sanctions and expensive replacement supplies have damaged German industry. Sahra Wagenknecht’s left-wing BSW has advanced similar arguments concerning energy prices and relations with Moscow.
The overlap extends beyond energy policy. On 14 October, AfD and BSW representatives supported a motion in Saxony-Anhalt calling for an end to military assistance for Ukraine.
A US-backed proposal to restore Russian gas could give these parties an additional argument against the federal government’s existing approach. They would be able to point to Washington’s own negotiations when questioning the economic and strategic rationale for maintaining restrictions on Russian energy.
This does not establish that the Trump administration’s gas initiative is intended to strengthen particular European political movements. It does demonstrate how the same policy could serve several objectives simultaneously: commercial rapprochement with Russia, a negotiating incentive for Moscow and a change in the European debate over sanctions.
The central uncertainty concerns the relationship between renewed revenues and Russian military objectives.
Washington’s argument assumes that the prospect of substantial future gas income could persuade Putin to accept a settlement. Yet negotiations over commercial cooperation have so far produced no demonstrated change in Moscow’s fundamental territorial demands.
Meanwhile, Russia continues attacking Ukraine’s energy infrastructure. On 18 October, Zelenskyy reported 76 Russian attacks on Ukrainian energy, oil and gas facilities during the preceding week, despite Trump’s announcement of an energy ceasefire that neither Kyiv nor Moscow had confirmed.
There is also an unresolved contradiction in Washington’s wider sanctions policy. Having previously demanded that Europe stop financing Russia through energy purchases, Trump has recently suspended additional American sanctions against Moscow while his representatives explore new economic arrangements.
For Ukraine, renewed transit could restore revenue lost when the previous gas agreement expired. For Russia, however, the potential benefits extend beyond immediate export earnings. Access to European markets would restore commercial relationships and a degree of political influence that Moscow lost after the invasion.
The distinction is fundamental. A peace settlement that permits carefully regulated economic cooperation after Russian withdrawal and enforceable security guarantees would be different from an agreement that restores Moscow’s commercial advantages in anticipation of concessions that have not yet been secured.
The question for European governments is therefore not merely whether Russian gas could once again become cheaper than alternative supplies. It is whether restoring that trade would leave Europe better protected against another confrontation with Moscow, or recreate the vulnerabilities that became apparent in 2022.
Washington’s proposed economic bargain cannot answer that question on Europe’s behalf.
Quando comparado ao mesmo mercado de trabalho registrado em 2023, houve crescimento de 8,6% no período.
As unidades da federação que mais empregam são Minas Gerais (62.631 postos de trabalho); Pará (27.047); e Bahia (9.147).
Além dos dados sobre empregos, o painel permite consultar informações sobre o perfil dos trabalhadores, remuneração média e as 21 substâncias relacionadas a essas atividades, entre elas, alumínio, ouro, ferro, cobre, terras-raras, nióbio, titânio e lítio.
A análise do mercado formal de trabalho da indústria extrativa mineral da plataforma foi realizada a partir dos microdados da Relação Anual de Informações Sociais (Rais) e do Novo Cadastro Geral de Empregados e Desempregados (Novo Caged), disponibilizados pelo Ministério do Trabalho e Emprego (MTE).
De acordo com os dados do portal, a participação masculina (100.765 empregos) equivale a 78% do total de empregos relacionados a minerais críticos e estratégicos (129.423). As mulheres ocupam os 22% restantes, 28.658 postos.
No gráfico de empregos, relacionados aos MCE, 51.714 são de mão de obra qualificada, o equivalente a 23% de todos os empregos.
Os trabalhadores com ensino superior somam 30.707, que representa 14%. Destes mais de 30 mil postos de trabalho, 19.060 são ocupados por homens e 11.647, por mulheres.
Quando considerados os empregos gerados por tipo de mineral, o extrativismo que mais emprega é do ferro (70.027 postos de trabalho). Seguido por metais preciosos que somam 21.313 empregos.
Em 2025, as remunerações médias dos trabalhadores de níveis de escolaridade fundamental, médio e superior foram respectivamente de R$ 3.218; R$ 4.142 e R$ 11.856.
O portal também mostra a distribuição territorial dos municípios produtores com um mapa geoespacial.
Entre os municípios com maior número de trabalhadores em atividades relacionadas aos MCE estão Parauapebas (PA), com 8.234 empregos; Nova Lima (MG), com 8.218; e Congonhas (MG), com 7.114.
Em Parauapebas, são 8.234 trabalhadores (71,4% do gênero masculino e 28,6% do gênero feminino), sendo 1.851 com nível superior.
Em Nova Lima, dos 8.218 empregados (63,3% do gênero masculino e 36,7% do gênero feminino), 4.776 tem nível superior.
Em Congonhas, são 7.114 trabalhadores (73,2% do gênero masculino e 26,8% gênero feminino), sendo 1.234 trabalhadores com nível superior.
Para contribuir com a transparência e a divulgação de informações sobre o desempenho da mineração no país, o site apresenta informações de exploração, valor investido e produção e comércio exterior.
De acordo com os indicadores, em 2025 o país tinha 1.012 áreas em produção que resultaram em R$ 250,4 bilhões ao país.
UK home secretary’s meeting comes after PM said he wanted to rejoin European law enforcement databases
The UK home secretary, Shabana Mahmood, will meet the EU’s home affairs commissioner on Monday for further talks just days after Andy Burnham said he wanted to rejoin European law enforcement databases from which the UK has been locked out of since Brexit.
According to the European Commission, they will discuss “migration, border management, law enforcement cooperation and counter-terrorism”, with the latest Frontex data published on Monday showing a 43% decline in small boats crossing the Channel.
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© Photograph: Marcin Nowak/Anadolu/Getty Images
© Photograph: Marcin Nowak/Anadolu/Getty Images
© Photograph: Marcin Nowak/Anadolu/Getty Images
UK home secretary’s meeting comes after PM said he wanted to rejoin European law enforcement databases
The UK home secretary, Shabana Mahmood, will meet the EU’s home affairs commissioner on Monday for further talks just days after Andy Burnham said he wanted to rejoin European law enforcement databases from which the UK has been locked out of since Brexit.
According to the European Commission, they will discuss “migration, border management, law enforcement cooperation and counter-terrorism”, with the latest Frontex data published on Monday showing a 43% decline in small boats crossing the Channel.
Continue reading...
© Photograph: Marcin Nowak/Anadolu/Getty Images
© Photograph: Marcin Nowak/Anadolu/Getty Images
© Photograph: Marcin Nowak/Anadolu/Getty Images
© PIERO CRUCIATTI
By Mohammad Molaei | Press TV | October 18, 2026
The two-week exchange of fire between the United States and Iran, triggered by Washington’s attempt to force open an illegal southern corridor through the Strait of Hormuz, represented the most consequential direct military confrontation between them since the 40-day war.
The Iranian response to the unprovoked and illegal American aggression was not a chaotic escalation but a methodical, layered military campaign that drew on years of doctrinal development, weapons investment, and operational planning.
The efforts of the Islamic Republic’s armed forces, spearheaded by the Islamic Revolution Guards Corps (IRGC) aerospace and naval branches, executed a decisive and swift response.
What unfolded was a layered operation with nine distinct but interlocking lines of effort. Each line reinforced the others. Infrastructure degradation reduced American operational tempo; area denial forced repositioning that compounded the effects of that degradation; extended-range precision strikes demonstrated that repositioning offered no sanctuary; ISR attrition blinded American targeting systems; terrorist suppression closed the land flank, while strikes on utility infrastructure imposed costs on host nations and denied services to American bases.
One can employ the open-source reporting, satellite imagery, and the observable pattern of strikes to examine each dimension of Iran’s military response in detail, and construct a coherent operational picture. It is getting exceedingly clear that the ceasefire period has very likely translated to a window for reconstitution and preparation in Iranian strategic calculus.
The primacy of solid-fuel tactical ballistic missiles
Iran’s decision to anchor its retaliatory campaign in solid-fuel tactical ballistic missiles was not accidental. It reflected a decade-long investment in a specific capability designed precisely for this kind of confrontation. Solid-fuel ballistic missiles offer decisive operational advantages over their liquid-fuel predecessors. They require no fueling time at the launch site, dramatically compressing the window between a launch order and missile departure.
This matters enormously in a sensitive environment where adversary assets, particularly MQ-9 Reaper drones and maritime patrol aircraft, are actively hunting for launch preparations.
A liquid-fuel missile requires a visible, time-consuming fueling sequence that creates a detectable signature. A solid-fuel missile can be transported, erected, and fired in a fraction of that time, often before a targeting solution can be developed and a strike authorized.
These missiles are road-mobile, launched from transporter-erector-launchers (TELs) that can disperse across Iran’s mountainous terrain, making pre-emptive targeting extremely difficult.
Having destroyed much of the air defense systems belonging to the US and its Arab allies using the older, less sophisticated liquid fuel missiles in previous wars, Iran’s strikes this time primarily relied on its tactical solid-fuel ballistic missile inventory, meaning the various variants of the Fateh family.
Simply put, the choice of solid-fuel systems reflected a calculated assessment of the adversary’s weakened interception capacity, an assessment that proved accurate.
The air defense inventory crisis
Perhaps the single most consequential factor shaping the operational environment was the state of US and allied air defense missile inventories.
The United States entered this round of military aggression with critically depleted stocks of its most capable interceptors. The Standard Missile-3 (SM-3) and Standard Missile-6 (SM-6), which arm Aegis-equipped destroyers and cruisers and provide the American Navy’s primary ballistic missile defense capability at sea, have been drawn down through a combination of expenditure in the Red Sea campaign against Yemen, the costly defense of Israel during two previous wars, and the simple reality that production rates have never kept pace with consumption.
The Terminal High Altitude Area Defense (THAAD) system, which provides upper-tier defense against medium and intermediate-range ballistic missiles, is similarly constrained.
The decision not to employ Aegis and THAAD at full capacity was therefore a forced one. The United States simply could not spend its remaining meager inventory of SM-3 and THAAD interceptors against Iranian tactical ballistic missiles, which, while accurate and damaging, are not the only threats to American interests.
Doing so would have left the United States strategically exposed against another serious contingency in East Asia or Europe. The calculus was that American military bases had to absorb more hits to preserve the interceptors.
Moreover, the Patriot system, which bore the brunt of terminal-phase defense in recent weeks across the region, was in no better condition. Years of expenditure across Ukraine, the occupied territories, the Persian Gulf, and the Red Sea mission have drawn PAC-3 and PAC-3 MSE stocks to extremely low levels.
The Pentagon’s response was telling. Rather than accelerating full-capability PAC-3 MSE production, it has chosen to pursue the cheaper, less capable PAC-3ACE Cost Reduction Initiative variant. More revealing still were the recent PAC-2 GEM-T orders, an older interceptor not procured by the US in decades, signaling just how severely stocks had been exhausted.
That the world’s most sophisticated air defense enterprise was compelled to resurrect a 1990s-era design to sustain basic readiness is the starkest indicator of the American munitions crisis that Iranian planners appear to have understood, measured, and exploited with precision.
The situation among Persian Gulf states was equally dire. Saudi Arabia and the UAE had expended substantial portions of their Patriot PAC-3 interceptor stocks during years of Yemeni military missile and drone attacks, and entered the 40-day imposed war with depleted inventories. The situation is even direr in Kuwait and Bahrain, with the Persian Gulf microstates effectively running out of Patriots, being forced to solely rely on American-operated systems.
PAC-3, the most capable variant of the Patriot system against ballistic missiles, has effectively been exhausted in several batteries. PAC-2, the older and less capable variant, is the only available option in certain areas against Iranian missiles, and even that missile is running low as well. The collective air defense architecture of the Persian Gulf states, which had appeared formidable on paper, has been effectively hollowed out.
Iranian operational planners were aware of these facts. The sequencing and volume of Iranian missile salvos during the exchange reflected a deliberate attempt to exploit the gap between what the defense could theoretically intercept and what it could actually intercept given real-world inventory constraints.
Iran’s multi-layered operational strategy
What distinguished Iran’s response from a simple missile barrage was its architectural coherence. Iranian planners did not merely fire missiles at American targets; they executed a phased, multi-domain retaliatory campaign with distinct operational objectives at each stage, each phase creating the conditions for the next.
The campaign can be understood as having five interlocking lines of effort: infrastructure degradation, area denial and operational displacement, precision strike at extended range, ISR and logistics attrition, and proxy terrorist force suppression.
Together, they constituted a campaign design far more sophisticated than most Western analysts had publicly credited Iran with possessing.
The overarching logic was one of progressive operational constriction. Rather than attempting to destroy US forces – an objective beyond Iran’s reach given American conventional superiority – the campaign aimed to degrade, displace, and exhaust them.
Each successful strike reduced American operational capacity; forced repositioning that consumed time and resources, and demonstrated to regional partners that proximity to American occupation forces carried real costs.
Infrastructure degradation
The first phase of the Iranian retaliatory campaign targeted the physical infrastructure of American military power in the Persian Gulf region. This was not indiscriminate bombardment. Satellite imagery and post-strike assessments revealed a pattern of targeting that prioritized specific high-value nodes: radar installations, fuel and ammunition storage facilities, maintenance hangars, and communications infrastructure.
Radar systems were a particular priority. The ability to detect, track, and target Iranian missiles and UAVs depends on a layered network of radar systems. By striking radar installations at air bases, Iran degraded the situational awareness that underpins both offensive operations and defensive intercepts. A radar that is destroyed or forced offline creates a coverage gap that cascades through the entire air defense architecture.
Logistics infrastructure was targeted with equal deliberateness. Fuel depots, ammunition storage sites, and maintenance facilities at American bases around the Persian Gulf were struck with sufficient accuracy to cause meaningful operational disruption.
An air force that cannot fuel its aircraft, rearm them, or repair battle damage cannot sustain sortie rates. The targeting of logistics was a direct attack on the tempo of American air operations to derail the American aggression against Iranian sites and reduce the pressure on Iranian forces.
The accuracy of these strikes, achieved at ranges of several hundred kilometers, validated the operational utility of Iran’s solid-fuel ballistic missile force and demonstrated that the IRGC aerospace force had developed the targeting data, launch procedures, and quality control necessary to achieve consistent results against fixed infrastructure.
The anti-access/area denial campaign
The most strategically significant dimension of the Iranian retaliatory campaign was its systematic execution of an Anti-Access/Area Denial (A2/AD) strategy that progressively pushed American air operations out of the Persian Gulf and into increasingly distant and operationally constrained locations.
The logic of A2/AD in this context was straightforward. The closer American aircraft operate to Iran, the shorter their flight times, the larger their payloads, the less refueling they require, and the more sorties they can generate per day.
Conversely, every additional hundred kilometers of distance imposes compounding costs: greater tanker support, longer mission times, reduced payload, increased crew fatigue, and more complex coordination. By rendering the Persian Gulf operationally untenable for American air assets, Iran systematically degraded the offensive capacity of the aggressors.
The first displacement was from the Persian Gulf itself. Sustained missile and drone attacks against air bases made sustained operations from those locations unfeasible. The American response was to shift primary air operations to bases in Jordan – Al-Azraq and Muwaffaq Salti –which offered greater distance from Iranian missile systems.
Iran’s response was to extend its reach to Jordan. Multiple strikes against American bases, documented by US casualties and satellite imagery showing damaged hangars and destroyed aircraft, demonstrated that Iran had the capability to contest operations from that distance.
The retaliatory strikes destroyed American aircraft, damaged infrastructure, and forced the US war machine to reconsider the viability of Jordan as a primary operating location.
The second displacement was to the occupied territories. American air assets, including tanker aircraft critical to sustaining long-range strike operations, were pushed further west to Israeli military bases.
This displacement carried its own operational costs. The distance from Iranian targets increased further, and the concentration of American assets in the occupied territories created its own targeting opportunities for Iran, which has demonstrated both the willingness and capability to strike at extended ranges.
A particularly telling indicator of this displacement dynamic was the repositioning of the RQ-4 Global Hawk strategic reconnaissance aircraft, which had been operating from Al Dhafra in the UAE and from Jordanian facilities, to Sigonella Naval Air Station in Sicily.
The Global Hawk, with its long endurance and high-altitude sensors, is a critical ISR asset for tracking Iranian missile launches and providing targeting data. Its displacement to Sicily represented a dramatic reduction in persistent surveillance coverage over Iran and the Persian Gulf, with direct consequences for the effectiveness of American strike operations.
A qualitative leap in extended-range precision
One of the most significant revelations of the recent round of US aggression and Iran’s retaliation was the demonstrated accuracy of Iranian ballistic missiles at ranges exceeding 1,000 kilometers. Previous assessments of Iranian ballistic missile accuracy had generally been skeptical about the ability to achieve consistent precision at such distances. The strikes on Jordanian targets, located well over 1,000 kilometers from Iranian launch sites, completely shattered that skepticism.
The circular error probable (CEP) – the radius within which 50 percent of strikes fall – observed in the Jordanian strikes was dramatically smaller than what Iranian missiles had previously demonstrated at comparable ranges. Strikes that hit specific buildings, specific aircraft shelters, and specific sections of structures, rather than simply landing somewhere on a base, indicated a qualitative improvement in guidance accuracy that demands explanation.
Several hypotheses present themselves, and the evidence suggests that the answer likely involves a combination of all of them. First are technical improvements. Iran may have upgraded the terminal guidance systems on its Kheibarshekan, Haj Qasem, and Fattah variants, potentially incorporating improved inertial navigation, satnav receivers, or optical terminal seekers that allow the missile to better correct its trajectory in the final phase of flight.
Second are tactical improvements. Iranian launch crews may have refined their pre-launch survey procedures, improving the accuracy of the initial position fix that the missile’s inertial navigation system uses as its reference point. Third are software improvements, which mean updates to the missile’s flight control algorithms could improve trajectory optimization and reduce the accumulated errors that degrade accuracy over long distances.
The most likely explanation is a combination of all three – a systematic program of improvement across the technical, procedural, and software dimensions of missile accuracy that had been underway for years and was now being demonstrated operationally for the first time at this range, following the experiences of the 40-day war.
The MQ-9 hunt
The MQ-9 Reaper drone occupied a central and uniquely vulnerable position in American military offensives against Iran. The Reaper is not merely a strike platform but the primary persistent ISR asset used to locate and track mobile Iranian missile launchers, particularly after the heavy attrition of similar Israeli military systems.
Without the MQ-9’s ability to loiter for extended periods, the capacity to find and destroy TELs before they fire, or to conduct battle damage assessment after strikes, is dramatically reduced.
Iran understood this dependency and targeted it systematically during this campaign. The campaign against MQ-9 assets operated on multiple levels. Ground-based air defense systems, which had previously demonstrated the ability to engage high-altitude targets, were used to engage Reapers operating over Iranian territory and adjacent areas.
But Iran also struck the ground infrastructure that supports MQ-9 operations: the maintenance facilities, fuel systems, satellite communication ground stations, and launch-and-recovery equipment that allow the aircraft to operate.
Western media reporting confirmed the destruction of a number of MQ-9 aircraft on the ground at Jordanian bases and, in a particularly striking detail, the destruction of some aircraft while still in their transport canisters before assembly.
This achievement indicates that Iran has developed targeting intelligence on the logistics chain supporting drone operations, not merely the operational bases themselves. Destroying aircraft before they are assembled and made operational is a force multiplication achievement. It eliminates capability before it can be employed, at a point when the aircraft is most vulnerable and least defended.
The cumulative effect of the MQ-9 campaign was a significant degradation of American persistent ISR coverage over Iran. This directly reduced the effectiveness of the hunt for mobile missile launchers, allowing Iranian TELs greater freedom of movement and survivability.
Suppressing proxy terrorist forces in Iraq
From the first day of the exchange, Iran conducted daily retaliatory strikes against armed terrorist groups in Iraq that had the capability and potential motivation to conduct land attacks against Iranian territory or to serve as a forward platform for American-directed operations.
This campaign was methodical and comprehensive, targeting personnel concentrations, weapons storage facilities, and command infrastructure.
Iran’s western flank, which includes the border with Iraq, represents a potential vulnerability. Armed terrorist groups in Iraq, some with historical ties to American intelligence, could in theory conduct cross-border raids, provide intelligence for American strikes, or serve as a distraction that forced Iran to divert defensive resources.
By striking these groups preemptively and continuously, Iran sought to exhaust their operational capacity before it could be brought to bear.
The daily rhythm of these retaliatory strikes was itself a message. It demonstrated that Iran had persistent targeting intelligence on these groups’ locations, that it was willing to expend munitions on this secondary campaign even while conducting the primary campaign against American forces, and that it intended to maintain pressure regardless of any ceasefire negotiations that might be underway.
The logic of reciprocity
Iran’s retaliatory strikes on electrical and water infrastructure in Kuwait represented a deliberate response that operated on two distinct logics simultaneously.
The first was reciprocity: Iran’s own civilian infrastructure had been targeted, and the strikes on Kuwaiti infrastructure were a direct signal that such targeting would not be absorbed without response to the aggressor and its facilitators.
The second was military utility. American forces in the Persian Gulf region depend on host nations’ electrical grids and water supplies for base operations. Infrastructure that serves both civilian and military purposes is, under the laws of armed conflict, a legitimate military target when the military use is substantial and the strike is proportionate.
The targeting of Kuwait’s infrastructure was also a message to Persian Gulf states more broadly. Kuwait, like Bahrain, the UAE, Saudi Arabia, and Qatar, hosts American military facilities and had provided varying degrees of support to American operations.
By demonstrating the ability and willingness to strike Kuwaiti infrastructure, Iran was communicating that the costs of hosting American forces were not abstract. They were concrete, immediate, and would be borne by the host nation as well as the American military.
The pillars of operational success
Iran’s two-week retaliatory campaign against American aggression and attempts to force open an illegal southern corridor through the Strait of Hormuz largely succeeded on every dimension that its operational planners had identified.
The exchange demonstrated that Iran had developed, over decades of institutional study and investment, a military capability genuinely capable of contesting American power projection in the Persian Gulf region, even after two high-intensity wars.
It demonstrated something relevant to the strategic environment of the region – that the costs of American military aggression in the Persian Gulf had increased substantially; that the infrastructure of American power projection was more vulnerable than pre-war assessments had suggested; and that Iran possessed both the capability and the operational sophistication to exploit those vulnerabilities in a systematic and disciplined manner.
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