The Long Memo (TLM)

The Long Memo (TLM)

Foreign Policy

A Persian Gulf Circus

Performative brinkmanship wrapped in strategic anxiety and sold as destiny.

Bryan C. Del Monte's avatar
Bryan C. Del Monte
Feb 20, 2026
∙ Paid
Trump says Iran deal clarity coming 'in 10 days,' warns of further action

There are seasons to Washington.

Budget season.
Indictment season.
Debt ceiling season.
The “documents were technically decorative” season.
The “put my name on something large and visible” season.

And then — like cicadas clawing up from the Potomac mud — War With Iran season.

It returns with ritual precision.

Always urgent. Always grave.
Always one intelligence briefing away from Armageddon.

Cable panels assemble like undertakers measuring a body that has not yet died. Think tank gladiators dust off op-eds and update the verb tense. Retired generals materialize in high definition to explain that this time — unlike the last six times — the calibration will be exquisite.

And the President — our present apostle of dominance theatre — is expected to stomp hard enough that Tehran trembles, but not so hard that gasoline hits seventeen dollars a gallon and suburban voters begin Googling “appeasement.”

Let us be clear.

This is not yet war.

It is something more American.

It is performative brinkmanship wrapped in strategic anxiety and sold as destiny.

War with Iran is not inevitable.

It is not engraved beneath the Pentagon.

But it is probable.

Probable because Iran sits near nuclear threshold status, and no American President — least of all one who governs by theatrical dominance — can afford to be the man who “let that happen.”

Probable because Israel treats an Iranian bomb not as an academic debate but as a countdown clock.

Probable because domestic politics rewards muscle-flexing and punishes restraint.

And probable because when great powers posture long enough in tight quarters, eventually someone misreads a radar screen, or a missile lands six miles left of where it was meant to land, and pride takes over where prudence once lived.

The Beltway will tell you this is about democracy.

It is not.

It is about deterrence credibility, nuclear timelines, presidential ego, and the preservation of a brand — a brand best summarized as:

“My foot up your ass or else.”

If war comes, it will not be regime change.

It will be something far more modern.

A limited war.

Which is to say: a war carefully described as limited by the people starting it.

Precision munitions. Dramatic satellite imagery. A podium address about proportionate, defensive, necessary action.

American strength reasserted.

And then — inevitably — the bill.

Because the Strait of Hormuz does not need to be closed to cause damage.

It merely needs to feel nervous.

You do not cork the bottle to spike oil.

You shake it.

Oil rises.
Markets flinch.
Europe groans.
Insurance premiums discover religion.

Limited war.

Global tax.

This is the likely movie.

The real question is what it does to the system.

That’s where the interesting part begins.

The Mechanics Beneath

If this breaks, it will not break cleanly.

It will not begin with a declaration.

It will begin with a strike described as limited.

Precision munitions. Nuclear infrastructure degraded. Carefully curated imagery. An address extolling the necessity and proportionality.

And beneath the choreography, one strategic objective:

Own the escalation ladder.

Because here is the uncomfortable truth most commentary ignores:

The most dangerous scenario for Washington is not acting.

It is reacting.

If Israel strikes alone, the United States inherits escalation on someone else’s timetable, someone else’s targeting logic, someone else’s risk tolerance.

If Iran crosses the threshold first, Washington’s options narrow dramatically. Israel becomes a wildcard. The United States is no longer choosing escalation — it is inheriting it.

This President believes that reacting looks weak. Coordinating looks subordinate. Surprise looks incompetent.

That leaves little room (potentially).

Under this logic, a U.S. preemptive strike becomes perversely rational — not because Washington seeks war, but because it refuses to lose control of sequencing.

This is not conquest.

It is tempo control.

It is demonstration.

And demonstration is what declining powers use when deterrence begins to feel uncertain.

This is not about whether we win.
It is about whether the system remains legible.

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