Bloomberg Surveillance Bloomberg Surveillance TV: March 2nd, 2026
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Mar 2, 2026 
Norman Roule, CSIS senior adviser on warfare and terrorism, offers strategic takes on Iran and the IRGC. Joel Rayburn, retired U.S. Army officer and Middle East security analyst, discusses military phases and regional leadership shifts. Stephen Schork, energy market specialist, outlines Strait of Hormuz risks and oil-market scenarios. They focus on Iran’s military posture, escalation risks, regional power shifts, and energy-market leverage.
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Military Strikes Can Deny Capabilities But Politics Must Lock It In
- U.S. objectives are to prevent Iran rebuilding a nuclear program, end its missile threat, and degrade Quds Force regional operations.
- Roule argues military strikes can achieve those aims but long-term prevention requires a political deal where Tehran agrees not to rebuild capabilities.
Reduced Iranian Counterstrikes And Long Lasting Gulf Rupture
- Iranian counter-strikes were smaller than expected, which Roule attributes to U.S. success in reducing launchers.
- He says Iran's diplomacy with Gulf states is ruined and that rupture will likely persist for a generation.
Press Military Leverage To Force Political Terms
- De‑escalation, Roule says, will likely come only after Iran is compelled by military defeat to accept terms preventing rebuilds of nuclear and missile programs.
- He stresses we're at day one and Iran's leaders have seen major losses, implying urgency in pressing operational leverage now.