Trump's self created gulf trap

In this episode of the Explaining History Podcast, we continue our examination of the unfolding crisis in the Persian Gulf—a crisis that has now reached a point where the world may already be past the threshold of avoiding a major economic recession, perhaps even a depression.

The situation is grim. Trump, through a combination of staggering incompetence and hubris, has launched America into a conflict it cannot win. The proposed invasion of Kharg Island—Iran's largest refinery—would not bring the Iranians to the negotiating table. It would do what Operation Rolling Thunder and the bombing of North Korea failed to do: it would harden Iranian resolve, because for the regime, this is existential.

I explore the historical precedents. The Dardanelles campaign of 1915 shows what happens when great powers attempt to force narrow waterways defended by determined opponents. British and French ships were sunk by mines and coastal batteries; the naval approach was abandoned. The Straits of Hormuz are narrower than the Dardanelles. Any warship that sails through them today would likely be sunk before sunset—not by shore batteries, but by swarms of cheap drones.

This is the great inflection point of 21st century warfare. A few hundred drones launched at a carrier group can overwhelm its defensive systems. The era of the aircraft carrier as the unchallenged tool of world order is ending. China has been signalling this for years with its spectacular drone displays over Beijing. The message is clear: "Imagine what we can do if we attach something to them."

The geopolitical consequences are already unfolding. Europe is rapidly rapproaching with Russia to secure energy supplies. The Ukraine war will likely be settled in Russia's favour. The special relationship between Britain and America is dying—Rachel Reeves, the British Chancellor, choosing Ursula von der Leyen over Trump was a signal that the political class has finally understood that clinging to American coat-tails no longer offers protection, only entanglement.

And then there is Israel. Netanyahu, facing inevitable legal consequences, has a vested interest in perpetual conflict. He has found in Trump a president of almost unimaginable incompetence—one who surrounds himself with informal advisors, ignores professional intelligence, and has torn apart the State Department. This is the gangster state model: don't trust the clever people, because clever people find ways to outwit thugs.

Trump is now trapped in a lose-lose scenario. Either he escalates—leading to a Vietnam-style war of attrition that will destroy him and the global economy—or he retreats on Iranian terms. The Iranians will extract very painful concessions: American withdrawal from the Gulf, reparations, a levy on Gulf shipping that will make them extraordinarily wealthy.

This is how empires decline. Not through sudden collapse, but through catastrophic blunders that reveal the limits of power. The Dardanelles, Suez, Vietnam—and now the Straits of Hormuz. Trump will go down in history as the most incompetent US president, but his place in the history books will be secured not by his crimes or his attempted coup, but by the gift he has given Iran: a humiliation that dwarfs 1979.

Topics covered:

• The economic consequences of the Gulf crisis
• The proposed invasion of Kharg Island and its strategic impossibility
• The Dardanelles campaign as historical precedent
• Drones and the end of the aircraft carrier era
• Europe's rapprochement with Russia
• The death of the special relationship
• Netanyahu's interest in perpetual conflict
• Trump's informal, de-professionalised decision-making
• The gangster state model and its historical parallels
• Iran's potential terms for ending the conflict

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