Why would the world’s most powerful military once again seek an agreement with Iran?
The answer may have less to do with Iran alone than with the cumulative pressure the United States is being forced to absorb across multiple theaters.
The emerging constraint on American power may not be the strength of any single adversary, but the cumulative cost imposed by a broader anti-Western axis that includes Iran, Russia, China, and North Korea.
These four powers are not a monolithic alliance. Their national objectives differ, but they share an overlapping interest: weakening American and Western power to expand their own freedom of action.
Their growing military, technological, economic, and diplomatic cooperation has created a strategic symbiosis. They need neither identical objectives nor a joint command center. They need only to recognize that each benefits when American power is consumed by the others.
Russia’s war against Ukraine consumes Western resources. Iran and its network have generated another theater in the Middle East. North Korea advances its nuclear and ballistic capabilities, while China remains America’s principal long-term military competitor.
Whether these pressures are deliberately synchronized or their interests simply converge remains open. Operationally, the effect is similar: American attention is divided, weapons inventories are consumed, and forces are distributed across distant theaters.
China presents another dimension of this challenge. Its competition with the United States includes efforts to weaken the dollar’s dominance and advance the Chinese currency, but extends far beyond economics. Beijing is waging a multidimensional “soft war”: economic, diplomatic, and cultural, with platforms such as TikTok illustrating its reach.
This possibility – of the US facing simultaneous pressure across geographically distant fronts – was not unforeseen. In a 2022–2023 study at the International Institute for Counter-Terrorism at Reichman University, awarded second place in the Ragonis competition, Moran Alaluf examined North Korea and China as catalysts for Iran’s nuclear and ballistic development. She highlighted analyst Avigdor Haselkorn’s warning that the United States could face two geographically distant fronts simultaneously, while also examining potential tests of multifront warfare and the strategic leverage Iran’s ballistic program could provide Tehran.
The missile multiplier
For years, Western attention understandably focused on Iran’s nuclear program, which remains a critical strategic threat. The miscalculation was not a failure to take the nuclear threat seriously; it was underestimating the extent to which Iran’s ballistic-missile program could itself become a force multiplier capable of shaping the course of a major war.
The 2015 nuclear agreement reflected this imbalance. While enormous diplomatic attention was devoted to constraining Iran’s nuclear activities, its ballistic program remained largely outside the agreement. What received insufficient attention was the strategic leverage those missiles could provide Tehran even without a nuclear warhead.
That leverage is now becoming visible.
A missile matters not only for the damage it inflicts, but for what the adversary must expend to stop it: air-defense batteries must be deployed, bases and populations protected, radars activated, and costly interceptors expended.
The relevant calculation is therefore also the exchange ratio: how cheaply can Iran generate the threat, how much must America and its allies spend to neutralize it, and how quickly can each side replenish its inventory?
But Iran’s leverage extends beyond the battlefield. Missile pressure, combined with threats to the Strait of Hormuz, can transmit military confrontation into shipping, insurance costs, energy supplies and global markets. Iran can also expand the geography of the threat, placing political pressure on states whose participation Washington may need.
Wars are not determined by firepower alone. They are also shaped by whether alliances remain cohesive, whether partners participate, how much economic disruption governments tolerate, and how long coalitions absorb the costs of confrontation.
The recent confrontation demonstrated this wider challenge. Major European powers did not join the military campaign against Iran. Their calculations involved multiple considerations, including the consequences of the Russia-Ukraine war and concerns over broader escalation, while Iranian threats against European interests added another dimension to the strategic environment.
One of Washington’s strategic failures in confronting Iran was its failure to build a broad coalition of allies. President George W. Bush assembled coalitions of dozens of countries for Afghanistan in 2001 and again for Iraq in 2003. Confronting Iran effectively also required such a coalition, particularly when the threat concerns not only American interests but those of NATO allies.
Iran’s achievement was not to erase America’s military superiority, but to reduce Washington’s freedom to translate that superiority into decisive strategic action.
The West may therefore be missing a critical point. If reports that the United States faces munitions constraints in a potential large-scale confrontation with Iran are correct, what happens if it must confront China?
A strategic October 7
This may be America’s “strategic October 7.”
Not an analogy suggesting that America experienced a surprise attack comparable to Israel’s, but a metaphor for the collapse of a critical strategic conception in Washington: that overwhelming American superiority and escalation dominance would always allow it to escalate and compel a materially weaker adversary to retreat.
Iran has exposed the limitations of that assumption. Tehran has absorbed military, economic, and diplomatic pressure without capitulating.
Washington, meanwhile, must calculates escalation carefully. Why? Regional escalation? Iranian retaliation? Munitions depletion? Economic disruption? Or the possibility that prolonged confrontation with Iran could leave America dangerously exposed if another crisis erupts elsewhere?
Iran does not need to defeat America conventionally. It needs to make the exercise of American power sufficiently costly that Washington prefers to close the theater rather than continue escalating.
America need not be defeated anywhere to become constrained everywhere.
Military pressure becomes economic pressure. Economic pressure becomes political pressure. Political pressure ultimately constrains military decision-making.
But the danger extends further. A crisis in one theater can create an opportunity in another. If Iran forces Washington to expend interceptors, reposition forces, and absorb economic pressure in the Middle East, those costs affect the resources and risk calculations in Europe and the Indo-Pacific.
This raises the most consequential question: If Washington finds its freedom of action constrained while confronting Iran, what happens if Beijing concludes that maximum Western distraction is precisely the moment to act?
This does not require coordinated wars. An adversary needs only to recognize when American capabilities are heavily committed elsewhere. One actor’s pressure can therefore create strategic opportunity for another.
The cumulative pressure itself becomes a strategic weapon.
This is Washington’s strategic trap. Multifront overstretch may increasingly push America toward agreements that close individual theaters without eliminating the threats that created them. An agreement with Iran may reflect not the disappearance of the Iranian threat, but Washington’s need to free resources, replenish inventories, and remain prepared for a potentially greater crisis elsewhere.
The lesson for Washington today should therefore be clear: the United States must invest more, not less, in building alliances and strengthening NATO. This was particularly important in the confrontation with Iran, yet it did not happen. At a time when America’s adversaries increasingly cooperate with one another, weakening America’s own alliances rather than strengthening them risks surrendering one of Washington’s greatest strategic advantages.
Diplomacy remains indispensable. But strategic necessity should not be confused with strategic success.
If America’s adversaries learn that cumulative pressure across several theaters can repeatedly constrain Washington’s choices, the danger extends beyond military overstretch. A superpower’s standing depends not merely on the force it possesses, but on its freedom to use that power when and where it is needed. If that freedom is progressively constrained, what is ultimately at stake is America’s credibility and standing as the world’s leading power.■
Danny Ayalon is a former Israeli deputy foreign minister, Knesset member, and ambassador to the US.
Moran Alaluf is an analyst on Middle East affairs and counterterrorism and a specialist on Iran and Hezbollah.