America, Iran, and the Gulf: The stalemate shaping a new Middle East order
Between Washington’s reluctance for war, Tehran’s refusal to fall, and a Gulf adapting with strategic resilience, the region is drifting into a managed gray zone where power is abundant, but decisive outcomes remain out of reach.
Between one statement edging toward agreement, another hinting at war, and a third tying pressure relief to full Iranian concessions, American rhetoric appears less like verbal inconsistency and more like a deliberate policy aimed at keeping the region in a gray zone between war and peace.
Washington does not seem in a rush toward a full-scale war, aware of its costs, nor toward a comprehensive peace, mindful of its concessions. What it appears to be seeking instead is that third space: neither a war that disrupts the balance nor a peace that relieves pressure on Iran. In this context, the question becomes not what Donald Trump said, but what his contradictory statements are meant to conceal.
A Manageable Crisis?
Publicly, Donald Trump states that Iran must not possess a nuclear weapon and that he seeks an agreement rather than a war, yet at the same time, he refuses to ease pressure before securing an agreement that guarantees the complete absence of nuclear weapons.
Publicly, he also speaks of nearing an understanding, only to return and say he is dissatisfied with the negotiations and with the way the Iranians negotiate. Yet beyond these statements, what emerges is that Washington may not be seeking a swift end to the crisis as much as a manageable one: Iran exhausted but not collapsed, the Gulf dependent but not disoriented, Israel reassured but not unrestrained, and markets concerned but not in freefall.
American oscillation is not a weakness in possessing power, but a failure to translate that power into outcomes. The United States holds unmatched military strength, yet struggles to shape what comes after. It can strike, but it cannot guarantee how Iran will react, how the situation will evolve, or how the American public will respond to a new war in the Middle East.
No War... and No Peace
Washington may not be seeking peace, because full peace would require lifting sanctions, allowing Iran’s return to the global economy, and implicitly recognizing its role. Nor may it be seeking war, because full war would mean exhaustion, rising energy prices, an angry Congress, and the lingering weight of Iraq and Afghanistan on the American mindset. Instead, “no war and no peace” emerges as the most tempting option: sustained pressure without occupation, deterrence without entanglement, and negotiation without ultimate concession.
Trump’s dilemma is that he seeks an agreement functionally similar to Joint Comprehensive Plan of Action, but cannot present it as such. Having long denounced the original deal as insufficient and one-sided, he now needs a new agreement that appears tougher, imposes greater concessions on Iran, and is more politically marketable to his audience.
Yet the pressures around him are tightening: deepening domestic divisions over a potential war with Iran, concerns about the war’s impact on fuel prices and the midterm elections, and efforts in the Senate to restrict his military authority on Iran. At the same time, his allies do not form a solid bloc behind him; Spain has refused the use of its bases for strikes on Iran, while Gulf and regional states have moved to avoid escalation rather than engage in it.
And beyond Washington, closer to Tehran, the central question looms: what does Tehran want?
Tehran’s aim is both simpler and more difficult at once: to avoid public defeat. It seeks to ease the pressure, preserve a symbolic right to nuclear sovereignty, and prevent any strike from becoming the starting point of regime overthrow. It does not need a complete victory over the United States, but rather to deny Washington the ability to claim a full victory over it.
Iran knows it cannot defeat the United States militarily, but it also understands that Washington cannot sustain an open-ended war against it. As a result, Tehran plays on time and cost, working to stretch the conflict and shift the burden onto its adversary. It also seeks to frame any negotiation not as a concession to pressure, but as implicit American recognition of its position rather than Iranian relief from it.
In the distance between an America that does not want war and an Iran that does not want to fall, the Gulf states emerge amid this standoff more resilient than old narratives suggest. The Gulf is no longer merely a testing ground between Washington and Tehran, but a more mature actor shaped by the realities of the war: strengthened defense and deterrence systems, an ability to manage markets and projects, open relations with Washington, Beijing, Moscow, Europe, and Asia, and a diplomacy that knows how to keep doors open even when the skies are closed off by missiles.
In this war, Washington and Tehran do not appear weak because they lack strength, but because their strength cannot produce an end. Meanwhile, the Gulf has emerged as the most capable actor in living within the storm without losing its balance.
Disclaimer: The opinions expressed by the writers are their own and do not necessarily represent the views of Annahar.