TLDRUpFront:A few TLDR thoughts up front on the three international crises and fuller context on Venezuela tomorrow. As both Syria and Iran have entered dangerous periods of instability, Venezuela is chugging along on a status quo.

The carriers that should be in the empty space of the Middle East are chasing speed boats in the Caribbean.
Full Context in the Back
IN IRAN, the regime is caught in a dictator’s dilemma after the snapback sanctions activated in October; inflation surged over 100% over November and December. With no ability to legislatively address lingering problems, millions took to the streets, resulting in weeks of protests. On Thursday, the regime attempted a violent crackdown using police and paramilitary foces, leading to escalating street battles which threaten the regime’s hold. Depending on your estimate, between ~500-1,500 civilians have been killed, as well as between 50-100 Iranian security officers. In addition to these grim statistics, telling video depicts the kind of signs I look for to indicate a state may be in the process of failing or tipping over. Security forces retreating from advancing crowds. The uninterrupted burning of municipal buildings. The persistent loss of control over significant sections of major metropolitan areas. However, Iran has yet to deploy the military. Internet and communications has been severed across the country, and though Starlink was briefly activated Saturday night, by Sunday morning it was already being jammed by what are likely conventional military units of the Iranian Guards or deployed QODS assets. Indications the regime may be ready to deploy the full military to retain control.

Complete Dictator’s Dilemma Structure (Hong Kong Case Study)
IN SYRIA, the year-old regime that replaced Assad run by former al-Nusra and al-Qaeda commander Ahmed al-Sharra. al-Sharra has attempted and failed to integrate different heavily armed factions remaining from the civil war. These efforts led to sharp clashes with the southwestern Druze earlier in the year, of which Israel intervened. Over the past few weeks, however, armed conflicts between Sharra’s Syria and the Kurdish Syrian Defense Forces (SDF) have escalated. Ceasefires have been negotiated and broken. But more fighting broke out Friday. Although Trump abandoned the Kurds at the peak of our operational (if not strategic) victory over ISIS, the US continues to operate in and around Syria in partnership with Kurdish forces. How this plays out, with President Trump backing al-Sharra even while the US military actively partners with the SDF is going to be tricky to navigate. And absent some strong resolution, it looks like Syria may be heading to another civil war. Unlike Iran, where a dictator’s dilemma exists between large masses of relatively unarmed civilians vs. the regime forces, in Syria every faction left standing after years of the civil war is heavily armed with highly experienced fighters. This will look more like a conventional light and medium infantry conflict absent conventional airpower and heavy armored resources. It will be interesting, to what extent drone technology now pioneered in Ukraine vs. Russia will make its way back down into Syria. Turkey’s also nearby, backing its faction and territory it gained when Trump ceded the Kurdish lands, but as far as I know they have not taken an active stance to back either the (new) Syrian government or the SDF.
IN VENEZUELA, unlike Syria and Iran, the status quo prevails after a US military raid captured and removed the dictator Maduro and his wife. But don’t call it regime change, or even nation building. More like leadership change in an existing regime. Without a strong legal basis for intervention, Trump got lucky that only a handful of US service members were injured on the raid – and we didn’t end up with a Black Hawk Down in the middle of Caracas. But the raid itself appears to have had little permanent strategic effect. Marking perhaps the first time in history, US oil companies have signaled a “hard pass” to Trump’s offer to hand over foreign oil resources to them, noting that he has no actual control and his word is not credible over time. And despite Republican announcements of “new democracy,” there’s no indication, absent a much larger intervention with boots on the ground, any election held in post-raid Venzuela would be all that different from the last election in pre-raid Venezuela, where Colectivo thugs deployed in opposition districts to suppress the vote, resulting in a widely panned election and continuismo of the illegitimate leadership of Maduro.
HOW THESE LINK TOGETHER-For the first time in my memory the US has no carrier assets within range of assisting, if needed, either the Syria or Iran scenario. As I (and many others) warned about when the President started his force deployment in the Caribbean, we have few carrier groups to move around. And the US Naval Institute fleet tracker (pictured) clearly shows no major carrier groups anywhere in the neighborhood. Despite President Trump’s assertion that the US was ready to strike Iran, apparently, the US military today briefed him that they did not have the appropriate assets available and would need to move resources and personnel into the area. Although fighters can stage out of some of the regional bases, what this means in practice is a carrier (or two) in the region. And there’s none even close. So recognizing the tradeoff of vibe statecrafting. Yes, the most powerful military in the world using one of our most important assets – a full carrier group – can indeed destroy a handful of fast boats, seize some tankers and even do a daring raid to seize a high-value target. But in doing so we are now caught out of position for other world exigencies which occur in live time. President Trump never really had to deal with overlapping crises in his first term, but now he’s got to manage multiple at the same time, even while dealing with the domestic strife arising out of the ICE killing and his own self-inflicted crisis over annexation of Greenland.
Discussion
Q: Even if there is a divide between urban and rural Iranian population, can the Iranian regime rely on them to assault their fellow citizens?
A: Rremember that regimes like this have had decades to prepare against uprisings. The Basji are a rural paramilitary force selected and trained less for conventional conflict than for suppressing and attacking protestors. They are lightly armed, mainly operate on motorcycles, and able to flood an area. They are also selected to exploit traditional rural v. urban divides and are often more far more conservative in outlook than protestors.
The IRGC itself is carved up into faction-led groups. The infamous QODS (which is the special forces portion of the IRGC) has its own chain of command and relative effective independence from the IRGC. Other factions within the IRGC also line up behind economic-industrial bases (imagine the US MIC was actually all run by the military generals and that’s closer to the Iranian setup). So there’s enough factions and independent power centers, but all of them rely on the regime being in power, that I don’t think the IRGC can be relied upon *not* to act in favor of the regime.
Q: In your opinion , how likely is a schism between the IRGC and Artesh?
A: Artesh? Never heard of her. 
Seriously though – the Artesh is not going to be the cure all to help the opposition. There’s a lot of speculation, but until I see an Artesh unit actually break ranks or stand down…or mid-to-senior officials (e.g. Colonel or above) publicly ‘defect’ to the opposition, I’m going to doubt it they’re going to be the magic cure all. Compare/contrast the collapse of the Syrian regime at the onset of the Syrian Civil War. You had both senior officials defecting and entire units joining the other side, some within the initial weeks, and a steady stream over months during the first year.
Doesn’t even have to happen in a wave, just one or two. But until then, going to be very hesitant to ‘forecast’ anything from them.
Q: What will happen if the regime is overthrown given how entrenched they are in the economy and everyday affairs?
A: It’s going to be more like Syria if the regime collapses. A multi-faction years long civil conflict. Much less like Libya where the multiple factions soon coalesced into a two-party years long civil conflict. And unlikely to be a unified ready-to-go opposition which can both remove, and take over, regime functions in a ‘clean’ transfer.
Q: We bombed Iran no problem , B52s B1 s and B2s can be there lickidty split ,no carriers needed
A: They conducted a superb raid which we had prepared 15 years for against fixed installations. There were computer simulations, built over months of effort, helping run every parameter of those strikes. Little bit different when you’re talking close air support to a dynamic and fluid uprising.
Q: I’m hearing half the B2 fleet just landed in Diego Garcia and much of the tanker fleet deployed to the area. Rockets are over Trl Aviv and POTUS says, “Get out of Tehran now” What are you hearing?
A: The reason we have different kinds of aircraft, drone, and missile capabilities is not all conflict requires a single kind of hammer. Stealth bombers are very good at what they do. But what they are not good at is loitering overhead or nearby to do close-coordination on demand or call strikes when there friendlies and bad guys are in close proximity to each other. They aren’t good at coordinating airborne C&C. They aren’t great at EW. You could use them as a first sortie to take out air defenses and *then* bring in other options to take care of communications, troop concentrations, specific targeted faciliites etc. But those other options aren’t nearby, because they normall come from an aircraft carrier. And hauling them with fueling tankers bank and forth is to slow a response time. Stealth bombers are very effective, but they are not a swiss army knife one size fits all answer. Unless we’re just talking performative strikes that aren’t going to really help the uprising but are designed to show that we’re doing something.
Q: Hmmm wanna demoralize a fighting force make one of their city’s look like a few hundred swimming pools with no water,those 1000 lb boys from a B52 make huge holes.
A: And leveling that city just killed several thousand to tens of thousands of friendlies who were the ones who self-selected to take the fight to the regime. Sure, you might get the military to keep its head down after that. But then again, no one’s going to want to risk taking the fight to the regime if the US is just going to kill them either. That’s why close air support needs a lot more than tonnage of bombs to be effective.
Q: It’s a crap shoot ,,,but the dead don’t fight back …..just sayin….
A: Exactly… The dead don’t fight back… but when you’re backing a faction to overthrow a hostile government, you kinda NEED that faction alive enough to fight unless you plan on sending your own forces in to do all the work….
Also wanna demoralize the exact faction you’re trying to assist? Take out a bunch of their own fighters with friendly fire while you’re “helping them”… (remember the old saying, “Friendly fire, ISN’T”)
BOTH of which are why it’s typically a real bad idea to heavy bomb entire areas where friendlies are mixed in with targets…. ESPECIALLY with no other resources in the area to provide real time intelligence.
Q: when they go back to mid 70s type of views ie females where dresses ,music, dancing ,college and school for females from elementary age,maybe we can have a dialogue with them
A: And this is what the protesters are demanding. They don’t want the hard line theocracy. They’re done with it. That’s why you’re seeing a trend of women protestors in Iran violating multiple taboos in one picture: 1) being a protestor, 2) portrayed publicly without a veil, 3) smoking a cigarette, and 4) using a picture of the Grand Ayatollah Khoemni that is on fire to light their cigarette.
Sources
Original FB post.
The US Naval Institute fleet tracker tracking the big ol’ absence-of-fleet-resources in the center of the map which has only been the most geopolitically important chunk of real estate on the planet for a few decades now. https://news.usni.org/2026/01/05/usni-news-fleet-and-marine-tracker-jan-5-2026
Update on Iranian protests shifting into dictator’s dillema street battles.
https://www.aljazeera.com/news/2026/1/11/iran-says-dozens-of-officers-killed-as-protesters-defy-government-crackdown
InfoMullet MegaMullet on Dictator’s Dilemma
Report that the US military
“…regional commanders reportedly told officials that they have to ‘consolidate US military positions and prepare defenses’ before Washington could carry out any strikes intense enough to trigger Iranian retaliation.”
That’s noteworthy because it’s a divergence on over 40 years of force projection. It’s not unusual to have the military out of position in far flung regions of the world. But consider it this way, this is the US saying it’s out of position for anything from Israel to Iran and everything in between. Yes…as I said above there are assets in bases on ther region, but 1-2 carrier ships, and their air wings, are missing. And that’s in large part to both the high op tempo during the Israel-Hamas war (when these carrier groups were crucial in defending Israel from Iranian missile strikes) as well as the diversion of a carrier group to the Caribbean to conduct operations against Venezuela.
https://www.telegraph.co.uk/world-news/2026/01/11/us-military-warns-trump-against-iran-strikes/