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HomeRead, Watch, ListenWorld
AnalysisWorld

‘Wounded animal’ regime will become more aggressive in fight for survival

Iran will use oil as leverage to help play for time in a conflict that will be prolonged before any clear win can be declared.
Dror Doron
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Isfahan Oil and Gas Refinery Company in Iran

Oil refinery at Isfahan (Bahrami/Anadolu/ Getty Images)

Published: 2 March 2026

Last updated: 2 March 2026

The fast-moving events in the Middle East have once again caught the international community by surprise. The optimistic statements of the Iranian officials after the Thursday negotiation sessions in Geneva with the US turned into shock after the targeted assassination of Iran’s Supreme Leader and a group of high-ranking military officials on Saturday morning in the opening strike of a joint American-Israeli campaign.

The region has now been thrown into the uncertainty of a military conflict, and nobody knows what the immediate future holds. By now, Iran has suffered extensive damage to its political and security leadership and to its military capabilities. Nevertheless, Iran is far from surrendering; it has already replaced the dead leadership figures and used its ballistic missiles to hit Israel as well as American forces stationed in the Arab Gulf countries.

It has also materialised its threat to block the Hormuz straits, a critical water passageway for the export of energy products from the region to the world, sending shockwaves to the global oil market.

Before assessing how events  might further develop, it is important to understand how we arrived at the current point. The critical decision that led the US administration to act after weeks of dual use of diplomacy and military buildup was the Iranian position expressed during the talks in Geneva. 

Turning point in Geneva

Iran, known for its skillful negotiation tactics and the ability to “buy time” and prolong discussions, met with a very different negotiating partner across the table. Trump’s envoys' aggressive approach blew Iran’s cover and exposed its real, malicious intent regarding its nuclear capabilities.

Tehran refused an unprecedented American offer to freely receive enriched uranium for its civilian nuclear program and insisted on keeping the highly sensitive enrichment technology under its control.

This, coupled with the fact that Iran has already enriched uranium to 60% level, as civilian use requires less than a 5% enrichment, was the final nail in the coffin indicating that Iran's insistence on maintaining enrichment capabilities was never meant for civilian purposes.

The formation of this conclusion in Washington marked the end of the diplomatic effort to get the regime to give up its nuclear ambitions. Less than 48 hours later, an operational opportunity presented itself, and the audacious plan to topple the regime's military got the green light, with the targeted decapacitation of Ayatollah Ali Khameneiand the top military echelon.

The death of the 86-year-old Khamenei, who for 37 years ruled Iran with an iron fist, was shortly followed by public calls by both President Trump and Prime Minister Netanyahu for the Iranian public to utilise the airstrikes on the regime’s’ security forces as an opportunity to topple it once and for all. 

Now, faced with an open threat to its survival, the regime is in emergency mode and traditional restraints from past conflicts are no longer relevant. The unparalleled missile and drone attacks on Bahrain, Kuwait, Qatar, the UAE and Saudi Arabia, “supposedly” aimed at American military bases, but in effect  hitting civilian targets, mark Iran’s ability and intent to inflict damage on Washington's allies.

Blocking of the Hormuz Strait further raises Washington’s cost of this war and is aimed at triggering global pressure on Trump to stop his campaign, due to the expected spike in global oil prices.

Regime now playing for time

Iran is now playing for time, hoping that the accumulated damages to US forces and its allies, the shock to the global energy markets and domestic and international pressures on Trump will force the US to stop the campaign before the regime reaches its own breaking point. 

The calls by leading clerics in Iran for a global holy war - “Jihad” - against the US and Israel, adds another element to Iran’s distructive “tool kit", as it is parallel in its nature to the Vatican calling on its followers to avenge the death of a Pope. Shiite demonstrators in Pakistan have already stormed the US consulate in Karachi, leading to nine local deaths, and in Baghdad, security forces blocked Shiites from approaching the “Green Zone” where the US embassy is located.

The prospect of a worldwide terror campaign against American and Israeli/Jewish targets is at its peak and Israeli embassies across the globe have been put on the highest alert. The fact that the newly appointed head of the IRGC, Ahmad Vahidi, is a wanted terrorist by Interpol due to his responsibility for the 1994 terror attack against the Jewish community centre in Argentina, should be seen as an indicator of the regime’s future intentions.

In addition, the closing of the Hormuz Strait must not be seen as Iran’s only way to disturb global energy markets. With its back to the wall, the regime could also target the physical oil production facilities of the Gulf states – inflicting a much graver and longer-term damage to the global energy sector. The 2019 attack on two Saudi Aramco facilities demonstrates that this possibility is far from being a theoretical one.

The bottom line is that without “boots on the ground”, the ambitious American-Israeli campaign to topple the regime is dependent on the response of the Iranian public and its willingness to risk confronting the regime’s brutal security forces.

The regime, fighting for its life and in a “wounded animal” state of mind, will likely be much more aggressive both domestically and abroad, as its survival lies on the line. Together, these conditions set the ground for a prolonged military friction that is likely to get much more destructive before any clear win can be declared, or an alternative “exit strategy” could be identified.

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About the author

Dror Doron

Dror Doron

Dror Doron is a senior political analyst specialising in the Middle East, and is a senior adviser at United Against Nuclear Iran (UANI) focusing on Hezbollah and Lebanon.

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