WASHINGTON, DC - MARCH 03: U.S. President Donald Trump speaks during a bilateral meeting with German Chancellor Friedrich Merz in the Oval Office of the White House on March 03, 2026 in Washington, DC. Trump and Mer... WASHINGTON, DC - MARCH 03: U.S. President Donald Trump speaks during a bilateral meeting with German Chancellor Friedrich Merz in the Oval Office of the White House on March 03, 2026 in Washington, DC. Trump and Merz are expected to discuss a range of topics including the recent U.S. and Israeli attacks on Iran and international tariffs imposed by the Trump administration. (Photo by Win McNamee/Getty Images) MORE LESS

The U.S. is approaching a newly dangerous phase of its war against Iran. The administration is signaling that it will likely soon commence ground operations in Iran that will yet stop short of a full-scale invasion. Obviously, certainly to many TPM readers, this whole situation and war of choice are very bad things. But I want to point your attention to something specific.

The U.S. is talking variously about degrading Iranian missile, drone and nuclear capacities. But if you look closely at words and especially actions the real aim appears to be to force Iran to let the U.S. out of the war with something it can call a win. “Say we won and stop fucking with the Strait and we’re all set,” the administration is basically saying. The problem is that if this scenario is basically accurate the U.S. is escalating with nothing it can call a “win” that isn’t 100% at the discretion of Iran, which now seems even more under the control of the Islamic Revolutionary Guards Corps than before the war, to offer. So what if the U.S. does a limited ground operation and Iran says, Nope, we’re still not giving you your win. What then? Full-scale invasion? As I’ve written, military planners and heads of state who are smart really want goals they can at least realistically try to achieve entirely on their own terms. So we want this piece of territory. Or we want to break this specific thing. In that case, you don’t need the other side to agree to anything. You can achieve your goals by force.

Eventually, you’ll want to make peace. But you can leave that to the other guys to worry about. You have what you want. But if your goal is entirely at the other guy’s discretion, you’ve got a big problem. And that really seems like what the U.S. is getting into now.

Of course, you need to have thought all of this through in advance. And this is very much the result of getting into this conflict with no clear idea of what we were trying to accomplish. Or perhaps we went into this with the really foolish or extremely high-risk assumption that the enemy state would shatter quickly. That clearly hasn’t happened and now seems highly unlikely, especially since the U.S. has made it clear it wants out.

You evaluate a war not by how much each side blows up but by who emerges stronger, either in relative or absolute terms, when the war ends. Who achieved what? If Iran emerges from this conflict with some kind of effective control of the Strait of Hormuz, that will be a tremendous strategic victory. In fact, even surviving the full force of U.S. aerial bombardment for a month is a big deterrent accomplishment. Right now Iran holds the initiative in the whole conflict. And the president is escalating but without any goal or off-ramp that isn’t under Iran’s control to give or deny. Sometimes you simply have to admit you got it wrong and try to redefine goals that are workable. But the president appears to be on the brink of a severe escalation, banking on the hope that blowing up more things will take the initiative back from Iran when that seems highly unlikely.

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