Which is stronger lobby in the United States? munition makers or oil producers

In Washington, power rarely announces itself openly. It works through campaign donations, revolving doors, think tanks, and carefully shaped narratives. Among the most influential forces shaping US foreign and economic policy, two lobbies stand out: 1) defence-industrial complex and 2) fossil fuel industry. Both command enormous resources. Both influence war, peace, and prosperity. Yet when measured in reach, consistency, and policy outcomes, America’s arms manufacturers increasingly overshadow even Big Oil.

The oil lobby was once unrivalled. For decades, US foreign policy in the Middle East revolved around energy security. Oil giants funded campaigns, shaped environmental regulations, and enjoyed privileged access to policymakers. While they remain powerful—especially in blocking aggressive climate legislation—their dominance has gradually eroded. The rise of renewable energy, ESG pressures, and growing public awareness of climate change have constrained their room for manoeuvre. Oil companies now often find themselves playing defence.

The munition lobby, by contrast, is in expansion mode.

America’s major arms manufacturers—Lockheed Martin, Raytheon, Northrop Grumman, Boeing Defence, and General Dynamics—operate at the intersection of geopolitics and profit. Their influence is amplified by a permanent state of conflict or perceived threat. From Ukraine to Gaza, from Taiwan to the Persian Gulf, every escalation translates into fresh contracts, replenishment orders, and higher stock prices.

Unlike oil producers, defence firms benefit directly from instability. War is not a side effect of their business; it is their business model.

Their leverage rests on three pillars: 1) Defence contractors consistently rank among the largest donors to congressional campaigns, particularly to members of key committees overseeing defence spending. 2) Retired generals become board members, former Pentagon officials turn lobbyists, and corporate executives cycle into government roles. 3) Arms factories are spread across dozens of states, allowing lawmakers to justify military budgets as job protection rather than militarism.

This creates a self-reinforcing ecosystem. Threats are magnified. Military budgets grow almost automatically. Diplomatic options are sidelined, while weapon shipments become default policy tools.

Oil companies still shape energy policy, but they no longer dictate America’s strategic posture, defence firms do. Today, it is the arms industry that frames adversaries, defines security priorities, and normalizes trillion-dollar defence budgets with minimal scrutiny.

The implications are profound. A system driven by munition profits naturally gravitates toward confrontation. Peace becomes economically inconvenient.

If the oil lobby once pulled America into wars to secure energy routes, the munition lobby now sustains conflicts to secure revenue streams. That is a far more dangerous evolution—because it embeds war into the structure of governance itself.

The uncomfortable conclusion is this: in today’s United States, bullets carry more political weight than barrels.

Election or Selection in the United States?

The United States projects itself as the world’s leading democracy, promoting its political model while judging others against it. Yet a closer look at how power operates in Washington raises an uncomfortable question: does America still practice genuine elections, or has it quietly shifted toward managed selection?

Americans vote, campaigns are televised, and results are certified. But democracy is not merely about procedure—it is about meaningful choice. And that choice is shaped long before Election Day.

Today, candidates pass through an ecosystem dominated by money, lobbying, and media influence. Corporate donors, defence contractors, energy giants, and financial institutions determine who receives funding, visibility, and institutional backing. Those who challenge entrenched interests rarely survive primaries, while outsiders are systematically marginalized. By the time voters reach polling booths, the menu has already been curated.

This is where selection replaces election.

Campaigns now cost billions. Such sums cannot be raised without compromising political independence. Elected officials emerge indebted to donors rather than constituents. The revolving door between Congress, corporate boardrooms, and federal agencies further blurs the line between public service and private profit. Policy continuity across administrations—regardless of party—reveals where real power lies.

Foreign policy offers the clearest evidence. Presidents change, but wars persist. Military budgets expand almost automatically. Arms shipments grow. Sanctions multiply. Whether Democrat or Republican, Washington remains committed to confrontation-first strategies. This consistency reflects the priorities of powerful lobbies, particularly the defence industry, which profits directly from instability.

Domestic policy tells a similar story. Despite strong public support for healthcare reform, student debt relief, and financial regulation, progress remains limited. Meanwhile, defence spending and corporate advantages pass with remarkable ease. Popular will is routinely overridden by institutional inertia and corporate pressure.

Media consolidation deepens the problem. A handful of corporations shape national discourse, narrowing debate and manufacturing consent. Candidates who question militarism or corporate dominance receive limited coverage, while establishment figures dominate airtime.

To be clear, the United States is not a dictatorship. Elections occur, courts function, and civil liberties exist. But democracy has become conditional—operating within boundaries set by moneyed interests. Citizens vote, yet rarely determine strategic direction. That privilege belongs to donors, lobbyists, and unelected power centers.

The result is a managed democracy - ballots provide legitimacy, while selection ensures continuity. Until money is removed from politics and lobbying is meaningfully restrained, “government of the people” will remain more slogan than reality.

Muslim World at a Crossroads: OIC Must Act Before Iran Becomes the Next Battlefield

President Donald Trump’s increasingly belligerent rhetoric toward Iran should ring alarm bells across the Muslim world. Since Washington tightened its grip on Venezuela—effectively neutralizing its oil exports and political sovereignty—the White House’s tone on Tehran has grown markedly harsher. Today, threats of regime change, military strikes, and even targeted assassinations of Iran’s top clergy are being voiced with unsettling openness.

This trajectory is neither accidental nor unprecedented.

Recent Israeli and US operations against Iran succeeded largely because of access to regional airspace and ground facilities provided by neighboring Muslim countries. That cooperation—whether voluntary or extracted under pressure—proved decisive. There is little reason to believe the next phase, should it materialize, would be any different. On the contrary, Washington is almost certainly weighing which regional capitals might again be persuaded, coerced, or compelled to facilitate action against Tehran.

Herein lies the collective failure of Muslim leadership.

Individually, many states lack the political or economic resilience to withstand sustained US pressure. Collectively they possess enormous diplomatic weight, energy leverage, and strategic relevance. Yet this collective strength remains largely untapped, diluted by divisions and bilateral calculations.

This is precisely why the Organization of Islamic Cooperation (OIC) must immediately convene an emergency summit.

Such a meeting should not be symbolic. It must produce a clear, unified resolution rejecting any military action against Iran and warning against the use of Muslim territories, airspace, or infrastructure for attacks on a fellow Muslim nation. Silence or ambiguity will be interpreted as consent.

Muslim rulers must also confront a sobering reality: Iran is not the endgame. Washington’s broader strategy has long revolved around reshaping political landscapes in energy-rich Muslim countries, often replacing sovereign governments with compliant “puppet” regimes. Iraq, Libya, and Afghanistan offer painful reminders of how external intervention leaves behind fractured societies and enduring instability.

The argument here is not about endorsing Iran’s policies. It is about safeguarding regional sovereignty and preventing yet another war that would devastate Muslim populations while serving external geopolitical interests.

History will judge today’s leaders by whether they chose unity over expediency.

If the Muslim world fails to draw a firm collective line now, it risks becoming a revolving battlefield—one country at a time. An emergency OIC meeting is not merely desirable; it is an urgent strategic necessity.

China-India rapprochement not a good omen for United States

President Xi Jinping’s description of China and India as “good neighbours, friends and partners” may sound ceremonial, but the timing and context carry far greater geopolitical weight. His Republic Day message to Indian President Droupadi Murmu signals more than diplomatic courtesy. It reflects a calculated recalibration in Asia—one that should deeply concern Washington.

After years of tension following the deadly 2020 Himalayan clash, Beijing and New Delhi are quietly rebuilding bridges. The resumption of direct flights in 2025, expanding trade ties, and a series of high-level visits suggest both sides are determined to move beyond confrontation. Xi’s evocative metaphor of the “dragon and the elephant dancing together” underscores a strategic reality: Asia’s two largest powers are rediscovering the value of coexistence.

For the United States, this rapprochement is not a welcome development.

Washington has invested heavily in positioning India as a counterweight to China through frameworks such as the Quad and broader Indo-Pacific strategy. A warming China–India relationship weakens this pillar. If New Delhi chooses pragmatism over alignment, America’s carefully constructed containment architecture in Asia begins to fray.

More importantly, the implications extend far beyond South Asia.

A coordinated or even cooperative China–India posture diminishes US leverage across the wider Global South. Both countries are major energy consumers, influential voices in BRICS, and key stakeholders in Middle Eastern stability. As their economic and diplomatic coordination deepens, Washington risks losing its ability to shape outcomes from Tehran to Riyadh.

Weakening US hegemony in South Asia will also loosen America’s grip on the Middle East.

This is not theoretical. China already brokers regional diplomacy, from Saudi–Iran reconciliation to infrastructure investments under the Belt and Road Initiative. India maintains historic ties with Gulf states while steadily expanding its economic footprint. Together, they offer regional actors alternatives to Western security and financial systems—precisely at a time when US foreign policy under President Donald Trump appears increasingly transactional and unpredictable.

To be sure, structural mistrust remains between Beijing and New Delhi. Their 3,800-kilometre disputed border is still heavily militarized, and strategic competition has not vanished. Yet both sides now seem willing to manage disputes rather than weaponize them.

That pragmatism carries consequences.

A stable China–India equation accelerates the shift toward a multipolar order, reducing Washington’s ability to divide and influence Asian powers. For the United States, the message is clear: when the dragon and the elephant learn to dance, America no longer leads the orchestra.

The emerging alignment may be fragile—but even a cautious rapprochement marks another step away from US-centric global dominance.

PSX benchmark index closed at an all-time high of 189,167

Pakistan Stock Exchange continued upward movement during the week, with benchmark index gaining 4,068 points or 2.2% WoW to close at an all-time high of 189,167 on Friday, January 24, 2026. Market participation also improved by 8.7%WoW, with average daily trading volume rising to 1.3 billion shares, as compared to 1.2 billion shares in the prior week.

Momentum was supported by easing geopolitical tensions and a decline in T-Bill yields to single-digit levels for the first time in four years.

Moreover, positive economic partnerships with China, US, Britain and Saudi Arabia are expected to further boost Pakistan’s economy.

On the macroeconomic front, current account deficit was recorded at US$244 million for December 2025, while FDI outflows were recorded at US$135 million.

Power generation rose 8.8%YoY at December end, while IT sector recorded highest ever monthly exports of US$437 million, up 26%YoY.

Foreign exchange reserves held by State Bank of Pakistan (SBP) increased by US$16 million to US$16.1 billion as of January 16, 3026, as a result PKR appreciated against the greenback during the week, closing the week at 279.86 PKR/ US$.

Other major news flow during the week included: 1) Pakistan, China sign US$4.5 billion farm deals, boosting jobs and food supply, 2) Pakistan signs Trump-led Board of Peace charter, 3) GoP working on proposals to reduce industrial power tariff, 4) Pakistan-Philippines can boost pharma trade to US$1 billion, and 5) Foreign firms repatriate US$1.6 billion during 1HFY26.

Refinery, Fertilizer, Leather & Tanneries, Insurance, Property were amongst the top performing sectors, while Transport, Jute, Woollen, Technology & Communication, and Engineering were amongst the laggards.

Major buying was recorded by Mutual Funds and Individuals with a net buy of US$22.1 million and US$11.5 million, respectively. Foreigners and Companies were major sellers with net sell of US$21.1 million and US$10.4 million.

Top performing scrips of the week were: AICL, ATRL, FATIMA, SAZEW, and ENGROH, while laggards included: PIOC, KTML, TGL, SYS, and PAEL.

AKD Securities foresees the positive momentum at PSX to continue due to further monetary easing driven by improving external account position and continuous focus on reforms amid political stability.

The brokerage house anticipates the benchmark index to rise to 263,800 by end December 2026.

Investors’ sentiments are expected to improve on the likelihood of foreign portfolio and direct investment flows, driven by improved relations with the United States and Saudi Arabia.

Top picks of the brokerage house are:  OGDC, PPL, UBL, MEBL, HBL, FFC, ENGROH, PSO, LUCK, FCCL, INDU, ILP and SYS.

US “armada” heading towards Middle East

US President Donald Trump said on Thursday a naval “armada” was heading toward the Middle East, as he renewed warnings to Tehran against killing protesters or restarting its nuclear program.

“We’re watching Iran,” Trump told reporters on Air Force One on Thursday as he flew back from the World Economic Forum in Davos, Switzerland.

“We have a big force going towards Iran,” Trump said.

“I’d rather not see anything happen, but we’re watching them very closely,” he said.

Trump’s announcement on the US naval buildup comes after he appeared to back-pedal last week on his threats of military action against Iran.

US officials said the aircraft carrier USS Abraham Lincoln and other assets would arrive in the Middle East in the coming days.

One official said additional air-defense systems were also being eyed for the Middle East, which could be critical to guard against any Iranian strike on US bases in the region.

The warships started moving from the Asia-Pacific last week as tensions between Iran and the United States soared following a severe crackdown on protests across Iran in recent months.

Trump had repeatedly threatened to intervene against Iran over the recent killings of protesters there but protests dwindled last week. The president backed away from his toughest rhetoric last week, claiming he had stopped executions of prisoners.

He repeated that claim on Thursday, saying Iran canceled nearly 840 hangings after his warnings.

"I said: 'If you hang those people, you're going to be hit harder than you've ever been hit. It'll make what we did to your Iran nuclear (program) look like peanuts,'" Trump said.

"At an hour before this horrible thing was going to take place, they canceled it," he said, calling it "a good sign."

The US military has in the past periodically surged forces to the Middle East at times of heightened tensions, moves that were often defensive.

However, the US military staged a major buildup last year ahead of its June strikes against Iran's nuclear program.

China’s muted response to US threats to attack Iran

China’s restrained reaction to fresh US threats against Iran is not a sign of indifference, weakness, or quiet acquiescence. Rather, it reflects a deliberate strategic calculation shaped by energy security, diplomatic doctrine, and Beijing’s evolving view of its role in the Middle East.

Chinese Foreign Minister Wang Yi’s recent phone call with his Iranian counterpart captured this posture succinctly. By opposing the “use or threat of force” and reaffirming dialogue over coercion, Beijing restated principles it has upheld for decades. What stood out was what China chose not to do: no sharp condemnation of Washington, no announcement of countermeasures, and no promise of tangible intervention.

This muted response is consistent with China’s long-standing policy of non-interference. Beijing has historically avoided entanglement in the internal politics of partner states, whether governed by hardliners or reformists. For China, regime type is secondary to sovereignty, stability, and continuity of cooperation. Iran is no exception.

Economic realities reinforce this caution. China buys over 80 percent of Iran’s oil exports and remains the world’s largest crude importer. Yet Beijing is acutely aware that overt political or security involvement could invite harsher Western sanctions at a time when it is already under pressure from Washington. Restraint, therefore, is not passivity but risk management.

Crucially, China has spent decades diversifying its energy sources precisely to reduce overdependence on politically volatile suppliers. As long as Iranian instability does not escalate into a blockade of the Strait of Hormuz or a collapse of Iran’s oil infrastructure, Beijing can absorb the shock. Iran’s reliance on shadow fleets and grey-zone trade has so far kept energy flows intact.

Beijing also appears relaxed about Iran’s internal political trajectory. A more pragmatic or even West-leaning leadership in Tehran would not necessarily undermine Chinese interests. Iran’s economic needs and China’s market size ensure a continued relationship, even if discounted oil disappears.

At a broader level, China is recalibrating its Middle East strategy. While its economic footprint is expanding amid a relative decline in US influence, Beijing remains unwilling to assume security responsibilities or confront Washington head-on. Verbal opposition, strategic ambiguity, and economic engagement remain its preferred tools.

In short, China is playing the long game. Its silence is not absence, but a calculated choice to protect interests without escalation — a reminder that in geopolitics, restraint can be as strategic as confrontation.

Japan a victim of US military industrial game

It is an uncomfortable but undeniable reality that a major driver of the US economy is the global sale of military hardware. Packaged as “security cooperation,” this system increasingly functions as a mechanism of dependency that serves America’s military industrial complex more than the security needs of its allies. A recent Nikkei Asia investigation into Japan’s undelivered US weapons orders exposes this imbalance with unusual clarity.

According to the report, Japan has placed 118 orders for US military equipment worth over US$7 billion that remain undelivered more than five years after contracts were signed. In several cases, the delays have forced Japan’s Self-Defense Forces to rely on aging platforms—the very problem these purchases were meant to address. This is not a bureaucratic mishap but a structural flaw in the US Foreign Military Sales (FMS) program.

Under FMS rules, buyers must pay in advance, while prices and delivery schedules remain estimates. Washington retains the right to prioritize its own military needs, a reality that has become more pronounced since the war in Ukraine. Weapons already paid for by allies can be diverted elsewhere, while client states are expected to wait patiently. The refund of surplus funds, often cited as evidence of fairness, does little to compensate for years of strategic uncertainty.

This arrangement increasingly resembles economic coercion. Countries are encouraged to replace “obsolete” systems even when existing hardware remains functional. The logic of modernization often aligns more closely with US defense contractors’ production cycles than with genuine threat assessments. The buyer’s ability—or even need—to deploy advanced systems becomes secondary.

Japan’s experience is particularly instructive. As a technologically advanced nation and a key US ally, Tokyo should, in theory, enjoy priority treatment. Its difficulties raise serious questions about the position of smaller or less influential buyers, for whom arms purchases can become sunk costs with limited security returns.

The Nikkei Asia findings should serve as a warning. Dependence on a single supplier whose economy is deeply tied to militarization carries inherent risks. Paying upfront for weapons that arrive late—or not at all—undermines both security and sovereignty. Japan’s US$7 billion backlog is not merely a logistical failure; it is a lesson in the real economics of buying American security.

Revoking Araghchi’s Davos invitation highlights blatant double standards

Iran’s Foreign Minister Abbas Araghchi has slammed the World Economic Forum (WEF) for revoking an invitation to the annual meeting in Davos over his country’s crackdown on recent protests, accusing the forum of applying “blatant double standards” and succumbing to political pressure from Israel.

The WEF confirmed that Araghchi will not attend this year’s summit, running until January 23, saying that “although he was invited last fall, the tragic loss of lives of civilians in Iran over the past few weeks means that it is not right for the Iranian government to be represented at Davos this year.”

Araghchi said in a post on X on Monday night that the decision was made by WEF “on the basis of lies and political pressure from Israel and its US-based proxies and apologists.”

Araghchi had been scheduled to speak on Tuesday during the summit at the Swiss ski resort town.

The Iranian minister criticized what he called the WEF’s “blatant double standards” for keeping an invitation open to Israel’s President Isaac Herzog despite international accusations of genocide of the Palestinians in Gaza.

Araghchi said the forum’s decision came even though “Israel's genocide of Palestinians and mass slaughter of 71,000 innocent people did not compel it to cancel any invitation extended to Israeli officials whatsoever.”

The WEF's decision comes as stability has been restored across Iran following a period of foreign-instigated unrest.

What began as peaceful protests late last month gradually turned violent, as rioters rampaged through cities across the country, killing security forces and attacking public infrastructure.

The foreign minister stressed that the Iranian government had to defend the people against “armed terrorists and ISIS-style killings" openly backed by the Israeli spy agency Mossad.

The US and Israel have acknowledged their direct involvement on the ground, with former US Secretary of State Mike Pompeo tweeting, "Happy New Year to every Iranian in the streets. Also, to every Mossad agent walking beside them."

Germany, one of the United States' closest and strongest allies in Europe, also stated its opposition to extending an invitation to Iranian officials.

The Munich Security Conference on Friday said it was also withdrawing an invitation to Araghchi. 

 

Donald Trump Was Obvious — America’s Failure Was Not

For many outside the United States, Donald Trump was never a mystery. He was not a political riddle, nor an accident of history. He was obvious. What remains difficult to comprehend is how Americans—armed with vast media, institutions, and self-proclaimed democratic wisdom—failed so spectacularly to read a man who telegraphed his intentions from day one.

Trump did not corrupt American politics; he exposed it. His vulgar language, narcissism, and open contempt for norms were treated as shocking deviations, when in reality they stripped away the hypocrisy that had long defined the American political class. Previous presidents were better spoken, better groomed, and far more dangerous. Trump merely said aloud what others executed quietly.

America loves to boast of its wealth, power, and moral leadership. Yet it ranks poorly on almost every measure of social well-being among developed nations. Its middle class is shrinking, its prisons are full, its cities decay behind corporate skyscrapers, and its wars have left entire regions in ruins. Trump did not create this decay; he became its loudest symptom.

From South Asia and the Middle East, Trump’s worldview was instantly recognizable. We have seen strongmen before—men who confuse volume with authority and cruelty with strength. His Islamophobic travel bans, diplomatic bullying, and transactional foreign policy were predictable, not surprising. What was astonishing was America’s theatrical outrage, as if this behavior had no roots in its own imperial history.

The American establishment preferred to obsess over Trump’s manners rather than confront its own crimes. It was easier to mock his vocabulary than to admit that earlier administrations destroyed Libya, destabilized the Middle East, enriched corporations, and abandoned their own citizens—all while maintaining respectable language.

I could read Donald Trump because I was never seduced by the American myth. Many Americans were. Trump shattered that illusion, and instead of facing the mirror, they blamed the reflection.

That Donald Trump became president is troubling. That America still refuses to accept what he revealed about itself is far worse.

Pentagon moving carrier strike group toward Middle East

According to The Hill, the Pentagon on Thursday said it is moving a carrier strike group from the South China Sea toward the Middle East as tensions between the US and Iran continue to rise. The USS Abraham Lincoln aircraft carrier and its strike group were spotted moving west away from the Indo-Pacific region. The movement of the carrier strike group — which includes fighter jets, guided missile destroyers and at least one attack submarine — is expected to take about a week. 

This movement comes as tensions between Washington and Tehran have spiked amid unrest in Iran over its economy and questions about whether President Trump will strike the country to aid mass protests challenging the autocratic regime.

Trump earlier this week encouraged Iranian protesters to continue pressuring the regime and vowed that “help is on the way,” signaling potential US intervention. But Tehran has pushed back with its own threats.

The president so far has held off on any strikes in Iran, continuing to monitor the situation in the country. He was also advised that a large-scale strike against Iran was unlikely to topple the regime and could instead set off a wider conflict.

Advisers informed Trump that the US military would need more troops and equipment in the Middle East to launch any large-scale strike while still protecting American forces in the region from potential retaliation, according to the Journal.

A senior US official also told The New York Times that Trump is waiting to see Iran’s next move as he considers striking such targets as ballistic missile sites and Iran’s domestic security apparatus, and that any attack “is at least several days away.”

Protests have escalated in Iran since late December in response to declining economic conditions. It’s not clear exactly how many people have died in the protests because of the Iranian government’s internet blackout across the country, but the Human Rights Activists News Agency said more than 2,600 people have been killed and more than 184,000 have been detained. 

Iran has largely been restricting information in and out of the country, and Wednesday it issued a “Notice to Air Missions,” or NOTAM, that flights in and out of Tehran have been restricted.

The US administration on Thursday also announced new sanctions against “the architects of the Iranian regime’s brutal crackdown on peaceful demonstrators” and the “shadow banking networks” alleged to be helping wealthy Iranians divert funds generated by the country’s natural resources.

The USS Abraham Lincoln has been deployed since late November, after it departed San Diego with no Pentagon announcement for where it would be sent. 

 

Why Trump Refuses to Accept Failure in Iran

Once again, Iran has moved to the center of global headlines, accompanied by renewed threats from US President Donald Trump and fresh speculation about regime change. The language may sound forceful, but the strategic reality is far less dramatic. Nearly five decades after the 1979 revolution, the world’s most powerful country has failed to dismantle Iran’s clerical system. This is not a matter of opinion; it is a matter of record. What remains puzzling is Washington’s persistent refusal to accept this failure.

Since the establishment of the Islamic Republic, the United States has employed every conceivable pressure tactic—crippling economic sanctions, diplomatic isolation, covert operations, cyber warfare and sustained political hostility through regional allies. If the objective was to topple the “Mullah regime,” the outcome is self-evident. The system remains intact, resilient and, in some respects, more consolidated than before.

Ironically, sanctions—long projected as a non-military means of forcing political change—have produced results opposite to those promised. Instead of empowering reformist forces, they have weakened Iran’s middle class, historically the most potent driver of political evolution. At the same time, state-linked institutions, particularly those associated with security and defence, have expanded their influence over the economy. External pressure has also enabled the ruling establishment to frame dissent as foreign-sponsored, thereby justifying tighter internal control.

Washington’s reluctance to admit strategic failure is understandable, though not defensible. Acknowledging defeat would challenge the credibility of sanctions as a global policy tool and expose the limits of American coercive power. Yet denial comes at a heavy cost. Persisting with a failed approach deepens instability, prolongs economic suffering and increases the risk of miscalculation—without delivering political transformation.

Even more alarming is the absence of any credible post-clerical roadmap. History offers sobering lessons. Iraq, Libya and Syria demonstrate what happens when regimes are dismantled without a viable alternative governance structure. Iran’s opposition remains fragmented—divided ideologically, geographically and socially, with much of its leadership disconnected from realities on the ground. There is no unified transitional plan, no agreed security framework and no consensus on state reconstruction.

In this context, calls to arm “rebels” or encourage violent uprising are deeply troubling. The militarization of dissent has repeatedly produced chaos rather than peace. From Syria to Libya, weapons fractured societies, empowered militias and destroyed state institutions. Iran, with its dense urban population and complex social fabric, would be particularly vulnerable. Street violence may dismantle authority, but it cannot build a stable political order.

If peace and stability are genuinely desired, policy must shift from illusion to realism. Political change cannot be imposed through threats or sanctions alone. Gradual economic engagement, calibrated sanctions relief and regional dialogue offer more sustainable pathways. Strengthening economic normalcy and civil society may not yield immediate results, but they create conditions under which internal evolution becomes possible.

The lesson is clear. Pressure has failed, and force will fail again. Peace in Iran—and across the region—will not emerge from regime-change fantasies, but from strategies grounded in historical experience, restraint and political realism.

Gulf states warn Trump against sending help to Iranian protesters

Arab Gulf states have been warning the Trump administration not to strike Iran after Trump and White House officials stated on Tuesday that military action was more likely than not, according to a Wall Street Journal (WSJ) report. According to the WSJ, Iran's rival Gulf states have largely avoided addressing the protests that have spread across Iran since late December, leaving thousands dead.

Saudi Arabia, Oman, and Qatar informed the White House that even attempting to overthrow the current Iranian regime would destabilize the global oil market and ultimately hurt the American economy, according to WSJ.

A White House official told the WSJ that Trump was unlikely to heed these warnings outright, saying, “the President listens to a host of opinions on any given issue, but ultimately makes the decision he feels is best."

Earlier on Tuesday, Trump said that "help is on its way" to Iran and asked Iranians to keep protesting against the Islamic Republic regime.

"Iranian Patriots, keep protesting - take over your institutions! Save the names of the killers and abusers. They will pay a big price," Trump shared on Truth Social. "I have cancelled all meetings with Iranian Officials until the senseless killing of protesters stops. Help is on its way. MIGA!" he assured.

Trump's comments come as he is expected to convene senior administration officials on Tuesday to discuss possible courses of action regarding Iran. The meeting will be "significant," several US officials told The Jerusalem Post.

Around 3,000 people have been killed in Iran amid the ongoing protests, an Iranian official told The New York Times on Tuesday.

An additional source, speaking to Reuters, blamed “terrorists” for the deaths of civilians and security personnel.

In addition, UN human rights chief Volker Türk said on Tuesday that he was “horrified” by mounting violence by Iran’s security forces against peaceful protesters.

Meanwhile, sources have told The Jerusalem Post that in the western Iranian provinces of West Azerbaijan, Kurdistan, Kermanshah, and Ilam, entrances to many cities have been blocked, and numerous checkpoints have been set up.

According to the sources, Islamic Revolutionary Guard Corps security forces are stopping vehicles, searching them, and, in some cases, forcing citizens to unlock their mobile phones.

With the complete shutdown of the internet and telephone services, the only means of accessing news and information for many Iranians is currently satellite television, which is subject to heavy jamming in most cities. There have also been reports of security officials house-checking in cities such as Tehran and confiscating civilians’ satellite dishes.

The protests, which began on December 28, 2025 continue despite the communications restrictions and rising casualties.

 

Iran: Myth of Regime Engineering

Nearly half a century after the 1979 Islamic Revolution, one uncomfortable truth remains intact- the United States has failed to toppling Iran’s clergy-dominated political system. From covert operations to overt pressure, from sanctions to sabotage, Washington’s arsenal has been vast—but its outcomes limited. This reality challenges a deeply entrenched belief in Western policymaking circles that sustained external pressure can reengineer sovereign political systems.

The US–Iran confrontation began with high drama. The failed 1980 rescue mission to free American embassy staff in Tehran was an early signal that Iran would not bend easily. Since then, the playbook has expanded—economic sanctions, diplomatic isolation, cyber warfare, targeted killings, and strikes on strategic installations. Each tactic was presented as decisive; none proved so. Even with Israel’s fullest political, intelligence, and military backing, the objective of dismantling Iran’s clerical power structure remains unmet.

Washington’s current emphasis on internal unrest follows a familiar pattern. Protests in Iran—whether driven by economic hardship, social restrictions, or political frustration—are quickly framed as precursors to regime collapse. Yet history offers little evidence that externally encouraged demonstrations can dismantle a deeply entrenched ideological state. On the contrary, such pressure often consolidates power by allowing the ruling elite to externalize blame and tighten internal control.

The comparison—explicit or implied—with Venezuela is particularly flawed. The assumption that methods used against Caracas can be replicated in Tehran ignores fundamental differences. Iran is not an oil-dependent, institutionally hollow state with fractured elite consensus. It possesses ideological cohesion, parallel power structures, and decades of experience in surviving siege conditions. The belief that eliminating a leadership figure—or fueling street unrest—can unravel this system reflects strategic illusion rather than informed assessment.

That said, dismissing Iran’s internal weaknesses would be equally misleading. Economic mismanagement, corruption allegations, demographic pressure, and social discontent are real and persistent. Sanctions have undeniably deepened hardship, but domestic policy failures have magnified their impact. Iran’s ruling establishment has often responded to dissent with rigidity rather than reform, narrowing its own margin for legitimacy. These internal contradictions—not foreign intervention—pose the most credible long-term challenge to clerical dominance.

The paradox is stark - US pressure has hurt Iranian society more than it has weakened the state, while simultaneously validating the regime’s narrative of perpetual external threat. Each failed attempt at coercion reinforces Tehran’s claim that resistance, not accommodation, ensures survival.

The lesson from five decades of confrontation is neither ideological nor moral—it is strategic. Regimes are rarely dismantled from the outside, especially those forged in revolution and sustained through resistance. Iran’s future will be shaped primarily by its own political evolution, not by foreign-engineered upheaval. Any policy that ignores this reality is destined to repeat past failures—at great human and geopolitical cost.

 

Trump’s Iran Threats and America’s ICE Reality

President Donald Trump’s reported warning to Iran — that Washington may attack if Tehran’s clergy-led regime cracks down on demonstrators — would carry moral weight if it were not so deeply undermined by events unfolding inside the United States itself. The contradiction is stark, uncomfortable, and revealing.

Over the weekend, tens of thousands marched through Minneapolis to protest the fatal shooting of 37-year-old Renee Good by an Immigration and Customs Enforcement (ICE) officer. The protest was not an isolated outburst. It was part of more than 1,000 coordinated rallies nationwide against what the federal government calls a “deportation drive,” but what many Americans now see as state violence carried out under the cover of immigration enforcement.

Demonstrators chanted “Abolish ICE” and “No justice, no peace — get ICE off our streets,” slogans born not of ideology alone but of lived experience. Bystander video, cited by Minnesota officials, reportedly shows Good’s car turning away as the agent fired. The Department of Homeland Security insists the agent acted in self-defense, claiming the vehicle was “weaponized.” This language has become routine — and troublingly convenient.

Within days, a similar incident occurred in Portland, Oregon, where a Border Patrol agent shot and wounded two people during a vehicle stop, again citing an alleged attempt to run over agents. Two shootings, two cities, identical justifications. The pattern is hard to ignore.

What makes this moment particularly jarring is timing. These shootings followed the deployment of nearly 2,000 federal officers to the Minneapolis–St. Paul area in what DHS described as its largest operation ever. When a heavily armed state expands its enforcement footprint and civilians end up dead, the moral high ground becomes difficult to claim — especially while lecturing other nations on restraint.

Trump’s threats against Iran are framed as a defense of human rights. Yet at home, protestors braving freezing winds speak of heartbreak, anger, and devastation after witnessing a fellow citizen killed by a federal agent. The administration dismisses outrage as political noise while portraying force as necessity.

This is the duality of Trump’s America - intolerance for repression abroad, justification for it at home; outrage over demonstrators elsewhere, suspicion of demonstrators on its own streets. Until Washington reconciles this contradiction, its warnings to Tehran will sound less like principled diplomacy and more like selective morality wrapped in power.

US seizes fifth Venezuela linked oil tanker

According to The Hill, the US early on Friday seized a fifth oil tanker linked to Venezuela in its campaign to control oil experts from the South American country.

The Olina was seized in international waters east of the Caribbean Sea by the US Coast Guard in coordination with the Defense Department, State Department and Justice Department, Homeland Security Secretary Kristi Noem confirmed in a post on the social platform X.

Noem added that the “ghost fleet” ship suspected of carrying embargoed oil had “departed Venezuela attempting to evade US forces.” 

US Southern Command (Southcom) also confirmed the seizure in a post online, saying the predawn operation involved Marines and sailors launched from the USS Gerald R. Ford aircraft carrier that apprehended the Olina without incident.

“Once again, our joint interagency forces sent a clear message this morning: ‘there is no safe haven for criminals,'” Southcom added.

Public maritime database companies have identified the Olina as falsely registered and flying the flag of Timor-Leste.

The ship was last tracked near Venezuela 52 days ago, British maritime risk management company Vanguard said.

The seizure follows the taking of two other vessels in the region Wednesday, the Sophia and the Bella-1, the latter of which was a Russian-flagged tanker the US had chased for weeks.

Washington has now taken a total of five tankers as part of its stepped-up efforts to curb Venezuela oil exports. 

The Olina has been under US-imposed sanctions since January of last year, when it was named the Minerva M, for what Washington claimed was being part of the shadow fleet — ships that sail with little regulation or known insurance and help fuel Russia’s economy, according to Reuters.

The Olina’s seizure could further inflame tensions between the US and the Kremlin, which has accused Washington of a “disproportionate” focus on the Bella-1, previously named the Marinera, after it was initially chased by the Coast Guard off the coast of Venezuela last month.

Trump will kill Khamenei if Iranian regime continues murdering protesters

As headlines from The Jerusalem Post scream warnings of extreme US retaliation — including provocative assertions that Donald Trump might kill Ayatollah Khamenei should Tehran continue its violent suppression of protesters — it is easy to dismiss such rhetoric as hawkish posturing. Yet these headlines reflect a deeper strategic shift in US foreign policy that vindicates concerns I outlined in recent blogs that Washington’s punitive sanctions and coercive diplomacy have crafted the miseries inside Iran, and could now be laying the groundwork for external confrontation rather than domestic reform.

Iran is convulsed by one of its largest protest movements in years, driven not by some abstract ideological rebellion, but by grinding economic hardship — a direct consequence of tightening sanctions and economic isolation that have decimated ordinary livelihoods. These sanctions are widely opposed by international human rights actors because they disproportionately punish the populace rather than the political elite, exacerbating inflation and scarcity while eroding the state’s capacity to address domestic grievances.

Into this tinderbox enters a U.S. administration increasingly willing to ‘lock and load’ at the first sign of violent repression. Statements from US officials threatening lethal force against Iranian leadership if protests continue to be crushed are not isolated soundbites — they are symptomatic of a broader policy framework that conflates authoritarian repression with existential threat. The arrest of Venezuela’s president and the subdued global response appear to have emboldened hardliners in Washington who now see regime decapitation as a plausible extension of coercive diplomacy.

This is not to romanticize theocratic rule in Tehran. But conflating internal unrest rooted in economic despair with a casus belli against the Iranian state risks legitimizing harsher US interventions that increasingly look directed not at human rights but at regime change itself. The deeper injustice lies not just in Iran’s domestic repression, but in the US foreign policy calculus that has, through sanctions and threat of force, nurtured the very suffering it now claims to oppose.

Capture of Venezuelan President: Return of Colonial Seizure Politics

If reports of the capture and removal of Venezuela’s sitting president are even partially accurate, then what is unfolding is not a crisis of governance or an overdue act of justice. It is the unambiguous return of colonial seizure politics—the doctrine that powerful states may confiscate sovereignty itself when defiance becomes inconvenient.

This is not regime change as an accidental by-product of policy failure. It is regime removal as method. The familiar language of democracy, legality, and human rights is little more than ornamental cover. Strip it away and the operating logic is brutally clear: discipline the non-compliant, seize control, and reorder ownership. This is not the breakdown of the international system; it is the system functioning precisely as intended.

Venezuela was effectively subdued long before this moment. Years of sanctions did not merely “pressure” the state; they systematically dismantled its economic sovereignty. Revenues were strangled, institutions hollowed out, and governance rendered structurally unworkable. This was not unintended harm. It was preparation. Economic suffocation created the conditions in which intervention could later be marketed as inevitable rather than chosen.

When sanctions failed to produce surrender, political fiction followed. The US-engineered experiment of Juan Guaidó was not diplomacy but theater—an attempt to outsource sovereignty without tanks. When even that farce collapsed, escalation became the only remaining option. Empires do not retreat when resisted; they recalibrate.

The capture of a sitting president is not law enforcement—it is a declaration of ownership. By asserting jurisdiction over a foreign head of state, Washington is not upholding justice; it is asserting hierarchy. Venezuela is no longer treated as a sovereign political subject but as a managed space—its leadership provisional, its future externally arbitrated. This is not international law stretched beyond recognition. It is international law discarded outright.

Oil is not the subtext of this intervention; it is the text. Venezuela holds the world’s largest proven oil reserves. Governments that privatize resources on Western terms are tolerated regardless of repression. Governments that insist on national control are destabilized regardless of elections. This is not hypocrisy. It is imperial consistency.

Dismissing Latin American resistance as “anti-Americanism” is willful blindness. From Guatemala and Chile to Panama and Nicaragua, the pattern is consistent: sanctions, destabilization, leadership removal, resource realignment. Venezuela fits perfectly—except this time, the mask is off.

This moment should not be personalized. Trump is not the cause; he is the instrument. The architecture of sanctions, energy interests, and bipartisan hostility to Venezuelan sovereignty predates him and will outlast him.

What is being normalized is more dangerous than Venezuela’s immediate devastation: the idea that sovereignty exists only by imperial permission, that sanctions are preparatory weapons, and that leaders may be seized rather than negotiated with. This is colonialism without occupation—domination without apology.

Venezuela: Delcy Rodriguez Interim President

The Constitutional Chamber of Venezuela's Supreme Court ordered on Saturday that Vice President Delcy Rodríguez assume the role of acting president of the country in the absence of Nicolás Maduro, who was detained early Saturday morning in an operation by US forces.

The court ruling said that Rodríguez would assume "the office of President of the Bolivarian Republic of Venezuela, in order to guarantee administrative continuity and the comprehensive defense of the Nation."

The ruling added that the court will debate the matter in order to "determine the applicable legal framework to guarantee the continuity of the State, the administration of government, and the defense of sovereignty in the face of the forced absence of the President of the Republic."

 

Will Iran Be the Next Target?

The reported capture of Venezuela’s president should not be seen as an isolated incident. It resembles a full-dress rehearsal—a live demonstration of how far the United States is willing to go to impose political outcomes beyond its borders. For those still clinging to the illusion of sovereign immunity in the international system, this episode should serve as a sobering wake-up call.

Washington has a long record of attempting regime change in Venezuela through sanctions, covert operations, and diplomatic isolation. These efforts largely failed to unseat the government, but they steadily weakened the country’s economy and institutions. When economic strangulation did not deliver political submission, escalation appeared inevitable. The capture of a sitting president marks a dangerous new threshold, one that blurs the line between foreign policy and outright coercion.

History offers unsettling parallels. One may recall the failed attempt by the US in 1980 to free its embassy staff held hostage in Iran. Though framed as a rescue mission, it underscored Washington’s readiness to violate sovereign territory when strategic or political pressure mounts.

More recently, Sheikh Hasina’s transfer to India can be viewed through a similar prism: political outcomes shaped not by domestic consensus but by external facilitation. Different contexts, same method—power over process.

Labeling such actions as “state terrorism” may sound provocative, but the term merits serious consideration. When a powerful state uses fear, coercion, and force to compel political change in weaker nations, the distinction between counterterrorism and terror itself becomes dangerously thin.

The irony is striking, the very actor positioning itself as the global guardian of democracy increasingly relies on methods that undermine international law.

Iran inevitably enters this conversation. Long under sanctions, diplomatically cornered, and persistently portrayed as a threat, Tehran fits the familiar profile. If Venezuela was the rehearsal, Iran could well be the main act. The lesson is stark - resistance invites escalation; sovereignty offers no guarantee.

The world must condemn the US actions unequivocally. Silence today signals consent tomorrow. If such precedents stand unchallenged, no regime—friend or foe—can consider itself safe. The erosion of international norms does not stop with adversaries; it eventually consumes the system itself.