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ANALYSIS

US miscalculated Iran’s resilience and hurt deal prospects, expert says

Kambiz Tavana
Kambiz Tavana

Iran International

Aug 7, 2026, 20:25 GMT+1
Paul J. Saunders, President and CEO, Center for the National Interest
Paul J. Saunders, President and CEO, Center for the National Interest

Washington likely underestimated Iran’s ability to withstand the initial US-Israeli strikes, making a negotiated settlement harder to achieve and deepening mistrust, foreign-policy expert Paul Saunders told Iran International.

The United States appeared to believe that military force would quickly weaken the Iranian government and compel Tehran to accept an agreement closer to US terms, Paul Saunders, president and CEO of the Center for the National Interest, said in an interview in Washington DC.

“I think the administration probably … overestimated how easy it would be to use force to bring about a successful agreement,” Saunders said.

Washington and Tehran remain divided over efforts to end the conflict, with the Strait of Hormuz at the center of competing military and diplomatic calculations. Recent reports have offered conflicting accounts of whether an agreement to reopen the waterway is imminent.

Strikes complicated diplomacy

“Targeting Iran’s leadership did more than escalate the military campaign,” Saunders said. “It also posed a direct threat to the survival of the Islamic Republic, making it harder for Washington to persuade Tehran to compromise.”

“I think that, from my point of view, it would have been better not to execute the strike on the Iranian leadership,” Saunders said, adding that the decision increased mistrust and left Washington in a weaker position to negotiate after the initial military action.

The US-Iran Memorandum of Understanding, signed in June, was a 14-point interim framework to end hostilities, restore commercial passage through the Strait of Hormuz, remove the US naval blockade and negotiate a final agreement within 60 days.

In July, Iran suspended implementation of its commitments under the MoU, accusing Washington of effectively abandoning its own obligations.

“In order to get a deal, we needed to have a government to negotiate with,” Saunders said. “When that government is really damaged and destabilized … will that new regime be sufficiently powerful that it will be able to make concessions to the United States?”

Trump has described Iran as being under a “third regime,” arguing that successive layers of the country’s leadership were killed in US and Israeli strikes and that the officials now in charge were different and more reasonable than their predecessors.

Iran’s internal response

Saunders said the political effects of the war extended beyond negotiations to Iran’s domestic response. He said it was predictable that Iranian society would rally behind the state when facing an external attack, even if many people remained unhappy with their government.

“Regardless of how angry or frustrated people might be with their own government, the only thing that they actually want less than their own government interfering in their lives … is someone else’s government doing it,” Saunders said.

“The Iranian government is responding to a threat to its survival, while Iranian society is reacting to an external attack. At the same time, the US president and the American public are weighing how much risk and cost the conflict justifies,” he added.

The conflict is important to Washington but not existential for the United States, Saunders said. He added that the administration had shown sensitivity to growing public concern over the costs of continuing the campaign.

Hormuz remains central

The Strait of Hormuz remains central to Iran’s leverage and to efforts to end the conflict. Commercial traffic through the waterway has fallen sharply, while Iran is also bearing substantial economic costs from the disruption.

Saunders said traders had so far expected the strait to reopen, limiting the immediate impact on global oil prices. But he warned that the economic consequences could become far more serious if the disruption persisted and refiners were forced to adapt to reduced supplies.

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What the Pentagon learned from the Iran war

Aug 7, 2026, 19:45 GMT+1
•
Mehdi Beigi
100%
یک هواپیمای سوپر هورنت F/A-18F متعلق به اسکادران ضربتی VFA-41 در حال فرود با قلاب روی عرشه ناو هواپیمابر یو‌اس‌اس آبراهام لینکلن در اقیانوس آرام است.

President Donald Trump's latest order to investigate leaks about US munitions stockpiles may look like another dispute between the White House and the American media. In Tehran, it is being read as vindication.

Iran's military and state media have spent months portraying the depletion of American interceptors and precision weapons as evidence of a newfound way to impose costs on a vastly more powerful military.

The United States has not run out of weapons, and the Pentagon does not disclose exact inventories. But beneath the propaganda is a real strategic argument.

Iran does not need to match the United States missile for missile. It needs to make the United States expend expensive, slow-to-replace weapons at a rate that becomes difficult to sustain.

Washington increasingly appears to be treating that challenge as an industrial problem, not simply a battlefield one.

Tehran is not hiding the calculation

The clearest evidence comes from the IRGC itself. In a July 23 statement announcing an attack on a US base in Kuwait, the Revolutionary Guards said they would not allow Washington to use what they called "deceptive ceasefires" to replenish its oil and munitions stockpiles before resuming attacks.

The IRGC was not simply claiming to have damaged American forces. It was identifying the time required to replenish US stocks as a factor in how Iran viewed ceasefires and the continuation of the war.

On March 10, IRGC spokesman Ali Mohammad Naeini told American officials that Iran knew their ammunition stocks were being depleted. In April, Aerospace Force commander Majid Mousavi claimed Iran was replenishing its missile and drone capacity faster than the United States could replace weapons sent to the region.

Those statements cannot establish the actual condition of either country's arsenal. They do, however, show that Iranian commanders are treating ammunition consumption as part of the strategic contest.

On July 26, the hardline daily Kayhan ran a report referring to the "running dry" of Pentagon weapons stocks, using American media reports to challenge Washington's claims of overwhelming military power. Tasnim has similarly highlighted estimates of depleted Patriot, THAAD, Tomahawk and other missile inventories.

The claims are propagandistic, but they take aim at a genuine vulnerability.

Iran's advantage

Iran's military model was shaped partly by necessity. A May 13 analysis by the Carnegie Endowment traced Tehran's emphasis on ballistic missiles and drones to decades of sanctions and restricted access to Western military technology.

Rather than attempting to recreate an American-style force built around advanced aircraft and expensive precision systems, Iran invested heavily in weapons it could manufacture domestically and deploy in large numbers.

Carnegie cited estimates putting the cost of a Shahed-136 drone at roughly $20,000 to $50,000. Iranian ballistic missiles are substantially more expensive—roughly $1 million to $2 million by some estimates—but can still cost far less than the defensive systems used against them.

That does not mean a $30,000 drone automatically forces the launch of a multimillion-dollar Patriot interceptor. Air defense is layered. Fighters, guns, electronic warfare and cheaper interceptors can also be used.

Iran can also threaten an array of military and energy targets across the region with weapons flying at different speeds and altitudes. The defender must keep radars active, aircraft airborne and sufficient interceptors available for the threats that matter most.

Iran therefore does not have to win every exchange. It can fail to penetrate most defenses and still impose costs through volume, persistence and geography. That is the part of Iran's approach that an inventory count alone misses.

Politically sensitive numbers

Reuters reported on August 4, citing three people familiar with US military data, that the Army had consumed much of its stock of long-range ground-launched precision missiles during five months of war. Two sources said "virtually all" available ATACMS and Precision Strike Missiles had been used.

The Pentagon has not confirmed those numbers.

Three days later, The Wall Street Journal reported that Trump had ordered investigations into leaks about US munitions stockpiles. According to the report, the administration is seeking $52.9 billion for munitions and another $21 billion specifically to replace stocks depleted during the Iran war.

Trump publicly insists the United States retains "massive" quantities of ammunition. The two positions are not necessarily contradictory. The US military can have enough ammunition to continue current operations while simultaneously concluding that its inventories and production rates are inadequate for another major war.

That matters because Iran is not the Pentagon's only concern, and a potential conflict with China would place vastly greater demands on US stocks.

Future problems

The United States has spent years preparing for the possibility of conflict in the Indo-Pacific while simultaneously supplying Ukraine and maintaining commitments in Europe and the Middle East.

Every Patriot interceptor, Tomahawk or long-range precision missile used against Iran is therefore part of a larger calculation: What remains available if another crisis begins before the first one ends?

That is why the most revealing evidence is not the disputed number of missiles left in storage. It is what Washington is doing to its factories.

On January 6, the Pentagon announced a seven-year agreement aimed at increasing the annual production capacity of the PAC-3 MSE Patriot interceptor from roughly 600 to as many as 2,000.

On July 27, L3Harris announced agreements designed to nearly triple production of propulsion components for PAC-3 and quadruple propulsion production for THAAD. The Pentagon has also brought new suppliers into missile production and launched a program for lower-cost, air-launched cruise missiles that can be manufactured at greater scale.

These are not signs that American military power has collapsed. They are signs that the Pentagon believes industrial capacity itself has become a weapon.

The bigger picture

Iranian state media have turned the US stockpile debate into evidence that Washington has been defeated. That conclusion goes beyond what the public evidence supports.

The United States retains enormous military advantages in intelligence, air power, logistics, precision strike and global deployment. Iran has also suffered severe military, economic and human losses during the war.

But Tehran does appear to have demonstrated something narrower and strategically significant. A weaker state does not necessarily have to compete with America's most advanced technology. It can attack the economics and tempo behind that technology.

Michael Duffey, the Pentagon official responsible for acquisition and sustainment, recently described the shift in American thinking in unusually direct terms. For decades, he said, the United States benefited from its ability to engineer the world's most sophisticated weapons.

"We're no longer in that global environment," Duffey said, arguing that the Pentagon needs not only superior technology but speed and volume.

The argument over whether America's missile stocks are "running out" will continue, particularly while the actual numbers remain classified. The more consequential change is already visible.

Iran spent decades building a military around the assumption that it could not compete with the United States in sophistication. Washington is now spending billions to ensure that its technological superiority does not leave it vulnerable on quantity.

The next arms race is no longer only about who can build the better missile. It is also about who can build the next one fast enough.

Mecca pact ties three Sunni powers together as Iran-backed attacks loom

Aug 7, 2026, 14:30 GMT+1
•
Arash Sohrabi
100%
Turkish President Tayyip Erdogan, Saudi Crown Prince Mohammed bin Salman, and Pakistan's Prime Minister Shehbaz Sharif pose after signing a joint defence agreement in Mecca, Saudi Arabia, August 7, 2026.

Saudi Arabia, Turkey and Pakistan signed a mutual defense pact in Mecca on Friday that never once named a threat, and within hours Iranian officials and clerics had named it for them, mocking the agreement and promising that "the roar of our missiles" will reach its signatories.

The Mecca Joint Defense Agreement, signed as Crown Prince Mohammed bin Salman hosted Turkish President Recep Tayyip Erdogan and Pakistani Prime Minister Shehbaz Sharif, declares that an armed attack on any of the three will be treated as an attack on all.

A Turkish official called the pact "purely defensive," directed at no specific actor and open to other countries in the region.

The signatories' combined weight explains the attention. Turkey fields NATO's second-largest military, Saudi Arabia is one of the world's top oil exporters and home to Islam's holiest sites, and Pakistan is the only nuclear-armed Muslim state.

The pact caps nearly a year of negotiations and builds on last year's Saudi-Pakistani defense agreement, under which some 8,000 Pakistani troops, fighter jets and an air-defense system have already deployed to the kingdom.

The timing needs little decoding. Since the war began on February 28, Iran and its allies have struck US bases and civilian infrastructure across Saudi Arabia, Kuwait, Bahrain, Qatar, the United Arab Emirates, Oman and Jordan, shut the Strait of Hormuz to most shipping, and, through the Houthis, declared a naval embargo on Saudi ports in the Red Sea.

For Riyadh, three years of regional war have also raised a harder question: whether the American security umbrella it built its plans on still opens.

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Turkish President Tayyip Erdogan, Saudi Crown Prince Mohammed bin Salman, and Pakistan's Prime Minister Shehbaz Sharif, accompanied by their ministers of Foreign Affairs and Defence, pose after signing a joint defence agreement in Mecca, Saudi Arabia, August 7, 2026.

Tehran answers the question nobody asked

The pact's statement avoided Iran's name. Tehran filled the silence itself.

"The Saudis should know that a paper agreement with Turkey and Pakistan will not bring them security, just as years of one-way nursing of the Americans brought them none," Ebrahim Rezaei, a member of the Iranian parliament's national security committee, wrote on X. "Correct your policies so you no longer need to go begging for security."

The clerical establishment was blunter. "Borrowed security and begging America for security will not save you," Alireza Arafi, the Friday prayer leader in Qom, told regional governments.

"As long as you are with the enemies of Islam and Iran, the roar of our missiles will threaten you."

In Ahvaz, another Friday preacher said Iran was working to extend its missiles' range to 15,000 kilometers so that "the American people, too, will see what it is like to be left in blood and destruction."

For a pact its authors insisted was aimed at no one, the replies arrived from one address.

Riyadh braces, Baghdad moves

The agreement was signed against specific and immediate warnings. A Saudi official told CNN the kingdom is preparing for coordinated attacks on energy facilities, ports and airports by Iraqi militias and Yemen's Houthis "in the very near future," under the guidance of Iran's Revolutionary Guards, citing intelligence that included tracked meetings between militia and Guards personnel and movements of drones and missiles.

Baghdad, unusually, is moving against the same groups. An Iraqi government official told Iran International the country is "on the verge of delivering the final blow" to Iran-backed militias, with intelligence indicating planned operations not only against Saudi Arabia but against Kuwait, Jordan and Syria.

Iraq's armed forces said a security plan is underway to foil any attack on the kingdom, and troops have been ordered to prevent Iraqi territory from being used for missile and drone launches at neighbors.

The warnings follow a week in which the Houthis struck two Saudi tankers in the Red Sea and hit Najran's airport, wounding 11 civilians, including a four-year-old child.

Reporting by Asharq al-Awsat and Israeli media describes a joint Houthi-Iraqi operations room established at Jurf al-Sakhr, the militia stronghold south of Baghdad.

A deal Tehran wants, on terms it dictates

The day's other track ran through Muscat.

Iran's parliament confirmed the framework of an understanding with Oman has been agreed, and lawmaker Ahmad Bakhshayesh Ardestani described its logic with unusual candor: Iran is negotiating with America "in Oman's name," he said, over an arrangement that would leave the strait's management in Iranian hands and charge passing ships a tariff of 7 percent of cargo value, split three-quarters to Tehran and a quarter to Muscat.

President Donald Trump sounded confident and noncommittal at once. "It's obvious they don't want to be hit. They want to make a deal. So, we'll see," he said, adding that gasoline prices would rise only if he had to "do another hit" on Iran.

The Wall Street Journal reported that Arab mediators doubt Iran's diplomats have the authority to deliver any Hormuz deal they sign, as hardliners accuse the negotiating team of giving too much away.

That doubt, in the end, is what Friday's ceremony in Mecca was about. Three of the region's heaviest states have concluded that whatever emerges from the talks, the threat that closed the strait and burned their ports will outlast the paperwork, and they intend to face it attached to one another rather than waiting, separately, for Washington.

Dozens of Iran protest detainees held without hearings - rights group

Aug 7, 2026, 11:29 GMT+1
100%

Dozens of people detained over Iran's January protests remain in a security ward in the country's northwest, with more than half still awaiting hearings or serving prison sentences of up to five years, the US-based Human Rights Activists News Agency (HRANA) reported on Friday.

HRANA said 54 detainees were being held in Ardabil prison, near Iran's border with Azerbaijan. Of those, 25 have been sentenced to between six months and five years and three months in prison, while 29 remain in custody without having had a hearing in their cases.

Among those convicted, Ahmad Seifi received the longest sentence of five years and three months, while Milad Ashkani was sentenced to four years. Three others received sentences of three years and six months, according to HRANA.

Prosecutors seek harsher sentences

An informed source told HRANA that Ardabil prosecutor Jalal Afaghi considered the sentences handed to 10 of those convicted too lenient and had asked Iran's Supreme Court to increase their punishments.

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HRANA said full details of the charges, proceedings and courts responsible for the sentences had not been made public.

Some of the detainees have also been denied telephone calls and family visits, while relatives have faced restrictions in seeking information about their cases or requesting temporary release, the rights group said.

Hundreds detained in northwestern province

Around 800 people were arrested in Ardabil province during the January protests, according to HRANA. The group said about 500 were released during the first 10 days and roughly another 250 were later freed after posting bail or other forms of security.

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The cases form part of a much broader judicial crackdown following the protests. Rights groups have estimated that more than 60,000 people were detained across Iran, while some independent sources have put the number summoned, detained or interrogated at more than 100,000.

Iranian judiciary spokesman Asghar Jahangir said in February that authorities had issued more than 10,000 orders sending cases for prosecution and around 9,000 indictments against people detained during the unrest.

The report comes amid mounting international concern over prosecutions and executions connected to the protests.

UN human rights chief Volker Türk said this week that Iran had executed at least 56 people on national security-related charges since March 19, including 27 in protest-related cases. He urged Iranian authorities to halt executions and move towards abolishing the death penalty.

Hunger at the checkout: Food thefts stir debate over Iran's economic decline

Aug 6, 2026, 10:33 GMT+1
•
Hooman Abedi
100%
A shopper looks over dairy products in an Iranian supermarket. Retail workers say thefts of basic food items have become more common as economic pressures intensify.

Petty thefts of basic food items are becoming a symbol of Iran's economic hardship, according to a newspaper investigation published on Wednesday that linked supermarket shoplifting to inflation and shrinking purchasing power.

Unlike the corruption scandals that have long dominated headlines in Iran, the report by Jahan-e Sanat focuses on thefts measured not in billions of rials but in loaves of bread, packages of cheese and cuts of meat.

It argues that cases involving everyday groceries are increasingly reflecting economic distress rather than simple criminality.

"There are no billions of tomans, no gold, no luxury villas," the newspaper wrote. "Sometimes it is only a can of cheese, a loaf of bread or a few simple food items."

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    Iran managing the inflation statistic, not the inflation

Days before Jahan-e Sanat published its report, CCTV footage from outside a minimarket at night in the northern city of Babolsar spread widely across Persian-language social media.

The footage appears to show a woman wearing a black chador approaching a display of boxed goods outside the shop. After pausing beside the display and glancing around, she appears to pick up one of the boxes before walking away.

Exactly what prompted the woman's actions remains unknown. But for many Iranians, the clip became less about one apparent shoplifting than about the growing struggle to afford everyday necessities.

"May God never let anyone feel ashamed in front of their family," one user wrote.

"This is what happens when prices keep rising. We live in a country rich in oil and gold, yet the government cannot provide for 87 million people," another commented.

"People simply cannot afford to buy things anymore because prices have become so expensive," another wrote.

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Others pleaded with whoever shared the footage not to expose the woman's identity.

"Who would steal a few groceries unless driven by poverty and hunger? God help them," one commenter wrote.

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AI-generated image shows a security camera monitoring supermarket shelves in Iran, where reports of petty thefts involving everyday groceries have sparked debate over poverty and the country's worsening cost-of-living crisis.

"Maybe she had no money to buy food for her children. The shopkeeper should have protected her dignity instead of exposing her," another said.

Some comments contrasted the apparent theft with what they described as large-scale corruption, arguing authorities should focus on powerful figures accused of enriching themselves rather than people taking everyday necessities.

The sympathy expressed online echoed account gathered by Jahan-e Sanat from a supermarket employee who described an apparent increase in customers taking inexpensive food items.

Behind the supermarket shelves

Amirhossein, an employee at a large supermarket chain, told the newspaper he had witnessed several such incidents during the past 10 months.

He recalled seeing a woman place two tubs of cheese into her handbag during a busy period before leaving without paying. In another case, he said, security camera footage later showed a man leaving with butter, cakes and pastries concealed beneath his coat.

Staff also stopped a customer who had eaten packaged cakes inside the store and hidden the empty wrappers before trying to leave, according to the employee.

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Perhaps most surprising, Amirhossein said, was a regular customer who was caught taking a package of meat.

"I think poverty is the main reason," he told Jahan-e Sanat. "You cannot judge everyone the same way, but when someone steals a simple item, they are probably under enormous pressure. Sometimes, if what was taken has little financial value, we don't pursue it because we think the person's circumstances may have brought them to this point."

'A crisis of livelihoods'

Sociologist Mostafa Abroshan said reports of thefts involving bread, dairy products and other essentials should be viewed in the context of Iran's prolonged economic difficulties.

"Thefts of basic goods, especially food and other necessities, reflect disruptions in economic structures and the declining ability of households to meet their basic needs," he told the newspaper.

"This does not justify theft, but it shows that people's behavior must be understood within its social context."

Abroshan said inflation, declining purchasing power and job insecurity had left many households struggling to afford essential goods.

"A society in which stealing bread, milk or rice becomes more common is facing a crisis of livelihoods and social justice more than a security crisis," he said.

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A shopper carries groceries in Iran. Rising prices and declining purchasing power have pushed basic food items to the center of the country's widening cost-of-living crisis.

Prolonged economic hardship, he warned, could also erode social trust, leaving retailers more suspicious of customers, increasing security costs and weakening confidence in public institutions.

While enforcing the law remains necessary, Abroshan said that reducing poverty, controlling inflation, creating jobs and strengthening social support would do more to curb petty theft than harsher punishment alone.

Without addressing the economic pressures facing low-income households, he said, the theft of everyday groceries risks becoming an increasingly visible measure of Iran's widening cost-of-living crisis.

UN experts say Iran steps up repression of ethnic minorities

Aug 6, 2026, 09:55 GMT+1
100%

Iran has intensified its repression of ethnic minorities, particularly Kurdish and Baluch communities, through arbitrary arrests, enforced disappearances and executions, a group of UN human rights experts said on Thursday.

The experts said at least 24 members of the Baluch minority and 22 members of the Kurdish minority had been executed in 2026, with many more at imminent risk of execution.

“Iran’s ethnic minorities must be able to live in safety and dignity, free from discrimination,” the experts said in a statement.

Kurds are concentrated mainly in western and northwestern Iran, while many of Iran's Baluch population live in the southeastern province of Sistan-Baluchistan. Both predominantly Sunni communities have long faced political, economic and security pressure from the Shiite-led authorities, according to rights groups.

“Reports point to a significant increase in arbitrary arrests, and what appears to be politically motivated sentences,” the experts said, adding that members of ethnic minorities were often detained under broadly defined national security charges.

The experts said a 2025 law expanding the definition of espionage, along with offenses including moharebeh, or “enmity against God,” efsad-fil-arz, or “spreading corruption on earth,” and baghi, or armed rebellion against the Islamic Republic, had been used particularly against Kurds.

They described the laws as “a tool to repress dissent.”

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Executions rise

Thursday’s warning comes a day after UN human rights chief Volker Türk said Iran had executed at least 56 people on national security-related charges since March 19, including 27 in cases linked to protests earlier this year.

Türk said executions and death sentences had risen since March and that more than 100 other people faced similar charges and the death penalty.

The figures follow a series of executions in recent weeks involving young people detained over the January protests.

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Iranian authorities executed 20-year-old Arvin Kheirkhah at Shahroud prison on Saturday after he was sentenced to death over his involvement in the protests, according to information obtained by Iran International.

Days earlier, authorities hanged Amirhossein Safari and Abolfazl Sepahi in Isfahan’s Alikhani Square. They were among 12 young men sentenced to death in a case stemming from protests there in January.

A group of UN human rights experts led by Mai Sato, the UN Special Rapporteur on the situation of human rights in Iran, had urged Tehran to halt executions in the Isfahan case, citing concerns about closed proceedings, alleged ill-treatment and the use of confessions broadcast on state television.

Türk urged Iranian authorities to halt all executions and move towards abolishing the death penalty.