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The global implications of the US strikes on Iran

Summary

Brookings experts break down what the U.S. military operation against Iranian nuclear facilities means for the region and the world.

Full Text

On June 21, the U.S. military carried out a series of coordinated strikes against several Iranian nuclear facilities.

The attack marks a major shift in the United States’ Middle East policy.

Below, Brookings experts break down what the operation means for the region and the world.

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Pavel K.

Baev

For Iran, Russia is neither an ally nor a mediator

The Russian Foreign Ministry’s condemnation of the first Israeli strike on Iran was severe and even furious; the follow-up U.S. strike was also condemned, but in much more measured expressions.

One characteristic omission from the stream of official Russian discourse and expert commentary is a reference to the treaty on comprehensive strategic partnership, which Russia and Iran signed in January 2025.

Moscow has no intention to provide any material support to Tehran, which has helped Russia overcome its disadvantage in drone warfare by exporting hundreds of Shahed-136 drones, now mass-produced at the Alabuga plant in Tatarstan, Russia.

President Vladimir Putin has distanced himself from any direct involvement in the air war in the Persian Gulf, although he offered to assist in mediating a resolution.

U.S.

President Donald Trump firmly rejected  this, which apparently so surprised Putin that the conversation is not registered in the Kremlin’s official log.

No one wants Putin to mediate: Iran, irked by Russian duplicity, did not request it; Israel, angry about Russia’s declaratory support for Iran, would not accept it; and it’s nonsensical for Trump, who entrusts such delicate missions only to his special envoy, Steve Witkoff.

Russia’s credibility with most key actors in the Middle East was curtailed by its failure to prevent the spectacular collapse of its key ally, the al-Assad regime in Syria, in December 2024; the shocking defeat of the Islamic regime in Iran has erased what was left of it.

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Robert Einhorn

Will the Israeli and U.S. attacks spur or impede proliferation?

Many commentators have asserted that the Israeli and U.S. attacks against Iranian nuclear facilities will have profound implications for future efforts to prevent additional states from acquiring nuclear weapons.

But they differ on whether the attacks will spur or impede proliferation.

According to some analysts, the attacks will trigger a decision by the Iranians to produce nuclear weapons as the only way to ensure their security and their regime’s survival; Saudi Arabia and perhaps other regional states will seek to follow suit; and non-nuclear states worldwide that feel threatened by nuclear-armed adversaries will pursue their own nuclear deterrents.

According to some others, the attacks will block Iran’s pathways to nuclear weapons and convince it to abandon the quest; Middle Eastern states will have reduced incentives to seek their own capabilities; U.S. allies will be more confident of Washington’s willingness to use force on their behalf and less inclined to go nuclear themselves; and countries contemplating a nuclear program will be discouraged by the risk of becoming the target of preventive military attack.

Of course, much will depend on the outcome of the Iran nuclear issue.

If Iran abandons its nuclear ambitions convincingly, the global nonproliferation regime will be reinforced.

But if Iran’s nuclear program survives the attacks and Iran proceeds to build nuclear weapons—or if the result of the attacks is an uncertain, open-ended cat-and-mouse game, with Iran’s program no longer monitored by the International Atomic Energy Agency and the United States or Israel ready to use force whenever it sees evidence of a revitalized nuclear weapons effort—the implications for nonproliferation will be very damaging.

Military means alone cannot ensure a positive outcome.

Ahighly restrictive, rigorously verifiable, and permanent agreement offers the best hope for an outcome that can reduce the likelihood of further nuclear proliferation.

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Sharan Grewal

U.S. strikes on Iran have made a deal less likely

Iran may eventually return to the negotiating table, but both the Israeli and U.S. strikes have made it less likely that a deal will be reached.

From Iran’s perspective, Israel and the United States used negotiations to deceive Iran—with Israel preempting scheduled talks for Sunday, June 15, by attacking on Friday, and Trump giving Iran two weeks to negotiate, only to then attack three days later.

Those deceptions have undermined what little trust Iran may have had in its interlocutors to negotiate in good faith.

Moreover, both Israeli Prime Minister Benjamin Netanyahu and Trump expressed some desire for regime change in Iran.

The Iranian regime thus cannot be sure that abandoning its nuclear program would be enough to stop Israel and the United States from attacking again.

Iran may well calculate that the best path to preserving the regime would come from getting a nuclear weapon, which might create deterrence like in North Korea.

In short, while Iran may return to the negotiating table, the strikes have made it more likely that it does so in bad faith—not in a genuine attempt to reach a deal, but instead as a distraction as it attempts to covertly rebuild its damaged nuclear program.

Afinal reason Iran is more likely to seek a nuclear weapon today is that the 12-day war has revealed its isolation on the global stage.

Its proxies in the region are weaker than ever and played almost no role.

Meanwhile, Iran’s recent outreach to newer partners like Algeria and Tunisia bore very limited fruit: although both issued harsh criticism of the Israeli and U.S. strikes on Iran, both notably also criticized Iran’s attack on the U.S. air base in Qatar, even if not by name.

Increasingly isolated, Iran may well calculate that its only hope for protection now is to obtain a nuclear weapon.

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Samantha Gross

The energy crisis that didn’t happen

Energy impacts from the U.S. strike on Iran are a story of what didn’t happen.

Analysts, myself included, were concerned that U.S. strikes could cause a cornered Iran to use its “ace in the hole”—control of the Strait of Hormuz.

About 20% of the world’s supply of both oil and liquified natural gas (LNG) travels through the strait on its way to consumers.

Iran likely doesn’t have the ability to completely block the strait, and doing so would be suicidal for its own energy exports.

But as the Houthis demonstrated in the Red Sea, a few targeted attacks can have outsized impacts—raising insurance rates, diverting shipping, and generally wreaking havoc.

Such a scenario could send global energy prices soaring and widen the conflict, drawing in Saudi Arabia and the United Arab Emirates by disrupting the lifeblood of their economies.

None of this happened.

Akey reason is that no one wants this outcome—it is disastrous for Iran and its neighbors, along with the global economy.

As events unfolded, the oil market clearly didn’t expect the worst.

On June 22, the price for Brent crude (a global benchmark) briefly exceeded $81 per barrel, but quickly fell again.

On June 24, after a ceasefire between Israel and Iran was announced, Brent crude was at about $68 per barrel, less than the price before the conflict.

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Ryan Hass

Implications for Taiwan worth watching

With skepticism of  American reliability  on the rise in Taiwan, there is an argument to be made that the show of strength from the U.S. strikes on Iran could offer reassurance.

It could demonstrate American willingness to use force to back up its friends.

That said, there is a risk in overinterpreting the impacts of America’s strikes on Iran for Taiwan’s security.

The two situations are very different.

America’s actions against Iran will not have much impact on China’s calculations on Taiwan unless the United States gets bogged down in another military quagmire in the Middle East.

Anything short of that outcome would only affect Chinese thinking on Taiwan at the margins, if at all.

Beijing believes its current approach to Taiwan of coercion without violence is making progress toward its goal of securing control of the islands.

Even so, there are two implications of U.S. strikes on Iran that bear watching.

First, America has been  diverting  significant military assets from the Pacific theater to the Middle East.

Ashort diversion of assets in support of this military operation is explainable.

Alonger pattern of such diversions would call into question America’s rhetoric that the Indo-Pacific is its  primary theater.

Second, Israel’s precision strikes on senior Iranian leaders and scientists have been lethally effective.

Beijing likely will be watching to determine if precision strikes on individual leaders undermine Iran’s political resolve.

If so, it could embolden arguments in Beijing about sharpening plans for similar actions against Taiwan’s leaders in the event of a cross-Strait crisis.

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Patricia M.

Kim

Not quite an axis: China, Russia, or North Korea didn’t show up for Iran

The recent U.S. strikes on Iran have served as a revealing test of the much-discussed anti-Western axis—China, Russia, North Korea, and Iran.

The muted responses from Tehran’s supposed partners underscore just how shallow that alignment truly is.

At the U.

N.

Security Council, China condemned the strikes as a violation of Iranian sovereignty and called for an immediate ceasefire.

But Beijing stopped well short of offering Tehran anything that might alter the strategic balance.

There was no attempt to materially deter the United States or Israel, and little in the way of concrete diplomatic mobilization beyond formal statements.

Despite its “strategic partnership” with Iran, China’s ties to Tehran remain limited and largely transactional—anchored in energy access, not strategic loyalty.

Russia, likewise, had little more than rhetoric to offer.

And North Korea, though reliably hostile toward Wash

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