The Prussian strategic theorist Carl von Clausewitz once observed that “The aggressor is always peace-loving...he would prefer to take over our country unopposed.” This is what President Donald Trump and Secretary of State Mike Pompeo actually mean when they say they aren’t seeking war with Iran. Because while they probably do not want a war, everything they are doing seems to be courting it. The January 3 US execution of Qassem Soleimani, a senior security official of a country with which the United States is not formally at war, at the civilian national airport of Iraq, without the permission of that US ally, demonstrates exactly that. Most countries would consider the assassination an act of war.

The cycle of “tit for tat” exchanges might have petered out for a while, both sides having made their points. But the US effort to strangle Iran continues.

Iran responded promptly, launching some of its best and most accurate missiles at a discrete set of targets on two bases in Iraq where American forces are stationed. Whether by luck or design, no American soldiers were killed, but many suffered traumatic brain injury. Tragically, the heightened alert status of Iran’s own air defense operators resulted in the downing of a Ukrainian airliner, with the loss of 176 souls. Though Iran will likely be preoccupied with managing the domestic public anger precipitated by its initial evasion of responsibility for the error, this event alone is unlikely to alter the trajectory of US–Iran relations. The Corona virus too will certainly consume the energies of Iranian and US leaders for some time, perhaps postponing a resumption of violence. But the root causes of the recent escalation spiral will likely remain.

Contrary to administration critics and foreign policy pundits, the Trump administration does have a strategy for Iran. It is simple and direct. The United States has made great demands and is punishing Iran mercilessly with an ever-tighter sanctions regime, which has seriously damaged its economy. The United States plans to continue the punishment until Iran concedes.

The administration has been clear about its strategic objectives: Secretary of State Mike Pompeo laid them out in the twelve demands listed in a speech at the Heritage Foundation in May, 2018. Iran must give up, not merely constrain, its nuclear research and development program; civilian and military elements of the program are assumed to be so tightly intermingled that only abolition will do. Iran must submit to intrusive inspections to ensure this for perpetuity. Iran must also give up its sovereign rights to any independent foreign or security policy: It must abandon its missile development and production program, because a missile could deliver a nuclear or chemical warhead. It must give up its alliances in the region, with states such as Syria and Iraq, and with non-state, armed clients such as the Houthis in Yemen, and Hizbollah in Lebanon.

The administration also seeks regime change in Iran, though it kicks up enough dust on this point to allow the credulous to believe otherwise. Prior to assuming office, Secretary Pompeo argued that regime change in Iran should be US policy. Though the United States denies this, it has enhanced its twelve demands with calls for a series of domestic political reforms that amount to just that. The Iranian regime thus has reason to suspect that, after giving up its missiles, allies, and proxies, it would be perceived as so weak that the United States could demand regime change and could then easily enforce that demand militarily.

Iran also has a strategy. It has attempted to protect itself against US economic sanctions. In its eyes, the sanctions are particularly malevolent, because Iran had agreed, after long negotiations with the Obama administration and the European Union, to constrain its nuclear ambitions in return for enhanced economic exchange with its negotiating partners. The Trump administration defected from this agreement, dubbed the Joint Comprehensive Plan of Action (JCPOA). So long as Iran adhered to its obligations under the JCPOA, other states were ostensibly committed to trade with Iran. But other guarantors did not hold up their end, even though Iran initially adhered to the terms. The European Union, in particular, has done essentially nothing to fulfill its part of the JCPOA bargain, because the United States has threatened punishing secondary sanctions on foreign banks and companies if they do so. Russia and China, the other co-guarantors of the JCPOA, have been somewhat more willing to help Iran, but the help is furtive and insufficient to ameliorate the US sanctions effort.

Through a series of relatively limited but still dangerous military actions and incremental retreat from the terms of the JCPOA, Iran has signaled that it will not concede to the US demands without a fight. And, it has indicated to Europe, Russia, and China that they must support the economic relations promised in the agreement or run the risks associated with possible escalation to a US–Iran war in the Gulf.

Though Americans may decry many of Iran’s strategic choices—which indeed threaten several US interests and client states—we must put ourselves in the regime’s shoes. What if another country, which had consistently condemned our form of government, demanded that the United States give up its nuclear science and technology base, its Air Force, and its allies? In short, the United States is demanding that Iran concede its sovereignty and its ability to defend that sovereignty. Given the intensity and religious elements of Iranian nationalism, the regime is unlikely to comply, and the Iranian people will likely support them, despite the regime’s present domestic difficulties.

Iran has few nonviolent tools, aside from gradual defection from the terms of the JCPOA, to signal its will. That said, Iran has used discriminate, if increasingly provocative violence to send the message that they would not buckle without a fight. In June 2019 Iranian saboteurs fixed small demolition charges to four tankers to send the message that if they were not allowed to export oil, then they could see to it that others might suffer the same fate. A few months later, they attacked the Saudi sulphur and gas oil separation facility at Abqaiq with a mix of “entry-level” cruise missiles and drones, doing sufficient damage to affect production for several days. Similarly, Iran shot down an unmanned US reconnaissance aircraft which, judging from publicly available maps, was close enough to Iranian air space for Iran to assess that it was inside and fair game. Notably, none of these attacks killed anyone, probably by design. After General Soleimani’s killing, Iran’s allied Shia militias in Iraq began firing rockets at bases used by the US military. This was surely more provocative, and one explosion killed a US civilian contractor, apparently by chance, as most shelling had been directed at relatively inactive parts of these bases. The Trump administration, appropriately, given the intelligence they had, retaliated on bases belonging to the militia, though the strike, killing twenty-five, was disproportionate to the offense. Subsequent journalists’ accounts have raised doubts over whether Iranian backed militias were actually responsible for the American death. In response to the US strike, protestors—including a coalition of Iraqi Shia militias, probably at Iran’s behest—mobbed the US embassy in Baghdad. Few if any brought their weapons, and after setting some fires and breaking some windows, they withdrew the next day at the urging of the Iraqi police.

After the attack on the embassy the cycle of “tit for tat” exchanges might have petered out for a while, both sides having made their points. But only for a while, because the US effort to strangle Iran continues. In escalating the conflict with the assassination of General Soleimani, US officials sent a simple message to Teheran: nothing Iran can do will dissuade the United States from its campaign of economic strangulation, and if Iran wants to change the game to actual war, then that’s fine too. Iran’s retaliatory strike could well be read: “message received and not believed.” Iran’s President Rouhani has since reiterated that there will be no negotiations while President Trump’s maximum pressure campaign continues.

We cannot know what will happen next. Facing domestic difficulties, Iran may de-escalate, hope that President Trump loses the election, and expect to resume negotiations to revive the JCPOA with his successor. Iran may be able to hang on another year, though were they not already in dire economic circumstances, they probably would never have embarked on last year’s series of military challenges. But many of Iran’s internal economic problems, though exacerbated by sanctions, also reflect poor domestic choices. So they may be able to muddle through with a combination of sanctions evasion, domestic reform, and further belt tightening.

If President Trump is reelected, however, the present Iran policy will continue. Indeed the US will quite likely find new ways to squeeze Iran. And US security allies—Europe and Japan—will be no help to Iran economically. To protect their access to the US markets and the US security umbrella, they will not cross President Trump. As a response to Iran’s incremental abandonment of the JCPOA’s constraints, the Europeans have activated the agreement’s dispute mechanism to bring Iran back into compliance. This effort ostensibly aims to restart a diplomatic track, but the plain truth is that, for the Europeans, appeasing President Trump is now called diplomacy. Russia and China will have more complicated calculations to make about helping Iran survive the sanctions. Neither want Trump’s enmity, so it’s not clear what they would have to gain by providing Iran with open assistance. If sanctions lead to a US–Iran war, the concomitant rise in oil prices would benefit Russia, but harm China. A US–Iran war would, however, tie up US forces and attention for some time, which would be good for China’s ambitions in the Pacific. All in all, it seems unlikely that Iran will soon find economic allies to offset the US economic offensive.

Iran is outclassed by the US military, but it has cards to play that can no doubt cause trouble and pain.

Once Iranian decision makers feel that they cannot expect relief for their economy, they will begin to consider military escalation as their sole option. In the first instance, they could resume their previous campaign of limited strikes on shipping, oil infrastructure, and US bases. If the US escalates in turn, Iran’s choice will be to surrender their sovereignty to the United States or fight against what seem to be hopeless odds. Iran is outclassed by the US military, but it has cards to play that can no doubt cause trouble and pain. Though equipped with old weaponry, its regular armed forces are large. The Islamic Revolutionary Guards Corps (IGRC) are competent and motivated practitioners of all types of special operations. Iran’s “proxies” all over the Middle East are its long-range strategic strike assets. Iran’s missiles are their air force, demonstrably capable of attacks on economic and military targets throughout the region, though their supply of these weapons is limited. Their small-boat navy and arsenal of sea mines can harass oil exports from the gulf.

These assets are no match for the US military, but they might force the United States to defend all its militarily incompetent Gulf client states from Iranian attacks. Though they are desperate for such protection, their embarrassing dependence will be on public display. Oil markets will be roiled, and stock markets will follow suit. And the war would likely also produce unintended consequences, because that is what wars do. Military and intelligence effort against ISIL and other jihadi organizations will fade, and they will recover their vigor. Middle East wars tend to produce refugees in large numbers, so Turkey and Europe will again find themselves under serious pressure. Many US allies will probably clamor for a ceasefire an hour after the shooting starts, and the chorus will grow louder with each passing day.

The United States could try to end such a war quickly and cheaply by bombing Iran’s diverse capabilities out of existence, though this would probably take more time than many expect and probably would not fully succeed. The US air campaigns against Serbia and Libya took much longer than anyone expected; both adversaries managed to continue military operations while under aerial pressure. Both were much weaker than Iran. At some point, the United States would ask Iran if it is ready to capitulate. And if Iran is unwilling, as is likely, then the United States would have five options: negotiate an end to the war that includes compromises on US objectives; stop bombing and hope that the Iranians also stop fighting; settle in for a long, grinding blockade and attrition war; escalate the bombing to civilian targets, a war crime that the president has already hinted at in one of his tweets; or invade Iran with ground forces. None of these options look good. War would be costly, and probably unwinnable in the traditional sense without an invasion of Iran.

Strategists have a duty to try to think several steps ahead. US politicians, military officers, journalists, and the public, as well as foreign leaders, need to consider where the US–Iran conflict is likely going and how it would plausibly end. Those who wish to avoid this road must not accept at face value the Trump administration’s statements that the “US does not want war.” The administration’s strategy has a very good chance of producing a war. Indeed, it seems to be courting it.