Glenn Diesen - Greater Eurasia Podcast
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Seyed M. Marandi: U.S.-Iran War Enters a New Dangerous Phase
The U.S. is entering a highly destructive final phase of the war by attempting to strangle Iran's economy, but this strategy will backfire by triggering Iranian retaliation that collapses vulnerable Gulf states and causes a global economic depression, while Iran's military advantage and strategic coordination with Russia ensure it will outlast U.S. escalation.
Briefed in the Geopolitics edition of Monday, 07 September 2026
What was discussed
U.S. and Iran shift to new war phase0:59
- Seyed M. Marandiassertion
The U.S. is pursuing new, more aggressive and inhumane offensive policies instead of taking an off-ramp after recognizing its previous policies have failed. Iran has shifted from a defensive war to a more assertive, offensive approach under the new Supreme National Security Council chair, General Major General Rezaei, who has a mandate from the leader.
U.S. intent to strangle Iranian economy2:32
- Seyed M. Marandiassertion
Bessent's stated goal to strangle the country aims to make Iranian society crumble, which is similar to threats to obliterate Iran and means the death of a nation. Iran's recent heavy-handed and disproportionate responses, including strikes on Jordan and U.S. naval ships, send a message that there are no more red lines.
Iran threatens Gulf state infrastructure8:54
- Seyed M. Marandiassertion
Gulf countries like Kuwait, the Emirates, and Saudi Arabia are partners in the war, providing free jet fuel and bases, making their installations legitimate targets for Iran.
- Seyed M. Marandispeculation
If the U.S. tries to strangle Iran's economy, Iran will strangle neighboring economies, potentially causing these Gulf countries to collapse.
Gulf states face economic collapse39:03
- Seyed M. Marandiassertion
Gulf states are not making money and are selling assets to maintain the status quo, with Saudi Arabia, Kuwait, Qatar, and Bahrain all highly vulnerable.
- Seyed M. Marandispeculation
If escalation continues as Bessent claims, these countries will not survive, leading to a global economic depression and the end of regional energy supplies.
Iran controls Strait of Hormuz oil flow20:29
- Seyed M. Marandiassertion
Iran allows oil from China, Iraq, and Oman to pass through the Strait of Hormuz because they did not participate in the war, but restricts ships linked to participating Gulf states.
- Seyed M. Marandispeculation
Iran may move to shutting down the Strait altogether or striking more tankers to decrease oil flow if the U.S. continues to escalate.
U.S. election timing and escalation34:02
- Seyed M. Marandiopinion
Escalating now is not smart for Trump given poor internal polling and the risk of losing the House and Senate, which would make his presidency more difficult. Continued escalation until November 3rd is good for Iran because worse election results for Trump would put him in deeper trouble and possibly impact his war conduct.
Iran rejects renegotiating the MOU25:02
- Seyed M. Marandiassertion
Iran will not negotiate a new agreement because allowing the U.S. to ignore its current commitments would lead to the same behavior in any future deal. The New York Times falsely frames the conflict as Iran refusing to negotiate, when an agreement already exists and the U.S. has repeatedly walked away from or undermined deals.
Iran gains military advantage over U.S.28:10
- Seyed M. Marandiassertion
Iran is more prepared than ever, with the government providing large budgets for forces to produce missiles, drones, and expand underground facilities. The U.S. has problems producing new air defense systems and missiles for war, giving Iran the current military advantage.
Iran-Russia coordination in Ukraine and West Asia48:59
- Seyed M. Marandiassertion
Iran and Russia are observing each other's fronts, and when the U.S. is distracted or under pressure in one area, it gives the other incentive to push harder. The critical phase of the war in Ukraine strengthens Iran's position on the battlefield in West Asia.
Every episode of Glenn Diesen - Greater Eurasia Podcast, briefed the morning after, with up to nine more shows in one daily email.
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