This article is written two months into the war. We are still in the early stages.
Recall the situation in Europe two months into WWII. It is November 1939, a month after the fall of Poland. A naval and economic blockade is going on. There is no fighting outside of minor naval skirmishes. The conflict is stalled. Harsh words are exchanged. Nothing important is happening. WWII entered a lull where basically nothing happened for 8 months, until the invasion of the Benelux in May 1940.
We are currently in a similar lull.
To be fair, the article does not assume that: it analyzes potential next moves and concludes that a certain outcome is inevitable.
To harp on the chess metaphor, most games are conceded when the result becomes obvious, before reaching literal checkmate.
Whether the analysis is accurate is a separate conversation.
Iran is also a pariah state after firing drones and missiles at pretty much all of its neighbors.
One can hope.
Cut off Israel, and contain them with treaties, including nuclear non-proliferation and inspections.
Unite the gulf states under that understanding, and particularly Oman, to at least share control of the strait.
Obviously Iran will be using their newfound leverage to force policy changes in the EU first. That will be very, very bad.
(and if I can say something really unpopular: this is why Trump wants and asks for EU and other allies to support the US in this war. Not because it's just or fair ... nothing to do with it. More like "deal with Trump or deal with mullahs", expecting any sane person to choose Trump, rather than deal with the consequences of Iran either taxing Hormuz or acquiring nuclear weapons)
The geopolitical reality is US gets disproportionately fucked if OPEC+ doesn't have to care about US regional US security umbrella leverage... forced to cooperate with Iran, GCC countries and Iran can price US shale out of export market while saving 100s of billions per year on not buying US services/hardware (which potentially drops their fiscal breakeven per barrel below US shale). Iran can increase toll 500%, i.e. $50 barrel + $5 Iran tip and every sane global actor would still choose MENA oil who can push prices and supplies that bankrupt US+VZ+CA oil network, if only out of cathartic lulz.
This is the real strategic dilemma, US protection racket leverage is what incentivizes GCC producers to price barrels that allow US shale to survive, and recycle 100s of billions of petro dollar into US hardware and services. If US unable protect i.e. US doesn't have capabilities to prevent Iran from glass GCC infra and US doesn't have capacities to survive forward basing as security provider, then that leverage gone. Now obviously US won't let shale go bankrupt, but CONUS energy would simply become another subsidy/burden item.
Also, Trump asking the EU and other allies to contribute seems much more to be about shifting blame and cost. Participating in the quagmire he created, with such an unreliable partner seems like a terrible idea.
That means that for Europe to trade with Asia, it has to either pay tax to 10 different countries ... or to the US.
In other words, it gives the US the ability to apply import tariffs the way the UK famously did: if France or any EU country wants to trade with China, or any Asian country they'll have to pay tariffs ... to the US. The American revolution coming full circle.
Obviously words cannot describe what a disaster this would be for the EU.
