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Tuesday, April 21, 2026

Iran Isn't Winning, It's Unraveling

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The prevailing narrative on Iran has it almost perfectly reversed. We are told that Tehran is winning a war of wills in the Gulf and that Donald Trump is gambling recklessly with the world’s most sensitive chokepoint. In reality, Iran is not consolidating strength; it is managing decline. And Trump’s play on the Strait of Hormuz has quietly forced energy markets to reprice security-tilting the balance decisively toward the Americas, and away from Europe, Asia and China.



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