28 Feb 2026
War with Iran – Initial Analysis
TLDRUpFront: Israel has attacked Iran, striking Tehran in the last few minutes. Review of historical context of how we got here and a quick analysis of possible scenarios from here.
FULLContext in the Back:
UPDATE1: There is now confirmation the US is also attacking Iran with President Trump declaring ‘major combat operations’ began at 2:30am so this is much more likely the start of SCENARIO 1 in the analysis below. UPDATE2: As of 3:45am Israel Times is reporting multiple ballistic missiles incoming from Iran with the first intercept already occuring. Also there are indications of potential strikes in UAE so Iran is *not* opting for a symbolic delayed response and it appears this is already rapidly escalating into large-scale combat operations going in both directions towards a regional war.
CONTEXT ON CURRENT EVENTS:
I’ll link the series of posts (21 JUN & 23 JUN 2025; 11 JAN, 14 JAN, 16 JAN, 26 JAN, and 19 FEB) that cover the arc of the 12 Day war to now, but forecasting this wasn’t much harder than watching the USNI tracker of the USCG Ford moving into position in the Mediterranean to understand when the offensive and defensive OODA loops would be in place if President Trump wanted to strike Iran.
The 12 Day War last summer was aimed solely at reducing Iran’s nuclear weapons threat, and not at regime change. As a result targets were limited to anti-air assets and the nuclear facilities themselves. It began, much like today, by strikes conducted by Israel at a critical time of negotiations between the US and Iran. Whether Bibi is wagging the dog again I’ll leave for others to debate, but I think it’s a fair question.
But the key outcome of the 12 Day War relevant to today’s attack was the contested claims of ‘to what extent Iran’s nuclear weapons program’ was set back. The White House, as it always does, boasted that Iran was set back 10 years. And yet here we are today, 10 months later, with negotiations leading up to this strike primarily focused on Iran’s nuclear weapon program and *not* regime change. The regime change threat to Iran came as a result of the October JICOPA snapback provisions of sanctions originally put in place under President Obama in 2010-2011 time frame. Those sanctions were econmically crippling to Iran, and it was those restrictions leading to November and December rapid deterioation of daily life in Iran that led to the uprisings in late December. Those uprisings, originally targeting ‘daily pattern of life’ conditions (the price of food, electricity, and gas) quickly spread to anti regime uprisings in early January. Those uprisings were brutally crushed by Iran 8-9 JAN leading to Trump’s Bush Sr.-esque now infamous quote that the US would help protestors. As I noted at the time (in the first of the USNI slides) US assets were way out of position in order to help.
So Iran killed 5,000-7,000 of its own confirmed, with estimates now reaching 30,000 during the early January crack down. But in the Shia religion, mourning periods last 40-days and that provides a timing mechanism used in protests which, sure enough, restarted at the end of the 40-day window in 17-20 FEB. And right on cue, the protests grew from that timing point into national school and university walkouts and strikes. These continued increasing over the last week even as US and Iran attempted to negotiate an agreement on weapons production.
This is a key point I want to return too. No deadline as far as I know has expired on US negotiations with Iran, and the US just Friday afternoon issued an evacuation order to US residents in Israel, and act which typically is a 48-hour indicator, not a 12-hour one. With Israel striking first, it’s entirely possible that Prime Minister Netanyahu, as he appears to have done in the 12-Day war, is trying to provoke Trump’s “winner” mentality by successfully striking Iran, forcing Iran to respond, and thus drawing the US in.
However, to be clear, the US has been signaling its buildup for weeks. And coming off the Minnesota ICE debacle, the Epstein files debacle, the tariff debacle and an unhinged rant on Anthropic, Trump may be looking for a “W” all on his own without needing Netanyahu to nudge him this time. Also there was a report by the UN yesterday morning that Ayatollah ali Khamenei may re-start executions of jailed dissidents which was a proclaimed face-saving ‘red line’ for why President Trump held back from striking in January, that unnamed Iranian officials had ‘promised him’ that no executions wold occur. (That story was never confirmed by the Iranian side.)
ANALYSIS GOING FORWARD:
If Israel and the US are coordinating a strike, this will probably be a similar show of force that Israel conducted during the 12 Day War – with covert teams inside Iran coordinating with airpower, drone, and missile assets to strike specific targets inside Iran. The difference will be US airpower. During the 12 Day War the single, yet decisive, mission of US airpower as a sortie of B-2 bombers flying around the world to ‘bulls-eye a womprat’ in hitting the ducting of the Iranian Fodrow nuclear facility, buried so far underground it first appeared in D1-D2 “Descent into the Depths of the Earth” released by TSR in 1977. This time however, the US has not only prepared the B-2’s, but brought in wings of aircraft from the UK, plus the full complement on the USCG Ford and Lincoln groups now respectively positioned in the Mediterranean and Persian Gulf. And an anti-regime air campaign looks a lot different than the anti-air and anti-nuclear facilities strikes of the 12-Day War. Sustained air campaigns have ranged from historical lows of 12/sorties/day up to the 500/sorties/day during the ‘shock and awe’ air campaign in 2003 as part of the invasion of Iraq. And that was 23 years ago where sorties today will likely include not just rocket, cruise, and ballistic missiles fired from both Israel and US carriers; but also drone incursions.
Of course an existential threat requires an existential response. Iran has vastly underpunched its claimed weight class in past conflicts with the US and/or Israel going back to the retaliation after the 2020 Soleimani assassination strike the US conducted in Iraq. Absorbing enormous damage in loss of key personnel (Soleimani) or assets (12 Day war) while only returning largely symbolic attack waves aimed primarily at Israel and US bases in the Gulf and Iraq. There’s always been a suspicion they were conducting symbolic retaliatory strikes. Clear signaling of launch times, make and model of weapons, and all but downloaded travel maps of the routes the rockets would take have ensured that coalition efforts of Israel, US, and even Jordanian air forces have minimized any potential damage from Iran.
SCENARIO 1 (update this is confirmed)
If they have been holding back, and this is perceived as a coordinated Israel and US opening air campaign. The next 48hours are going to get dicey as suspicions are tested. It is unlikely that Iran will be able to mount anything of a serious retaliatory conventional attack after 72-96 hours of air campaign. That’s just not a thing that happens in modern contested airpower contests. But the first few days will show whether their higher end ballistic missiles, ship killer rockets, and drone swarms can get through the layered defensive OODAs that are now in place, and were lacking in January.
UPDATE: As of 3:45am the Times of Israel are reporting multiple ballistic missile attacks coming in from Iran. So Iran is definitely *not* waiting for
the ‘symbolic’ counter-strike that is more easily countered as it has in the last few encounters.
SCENARIO 2 (update, this is now OBE)
However – if Bibi has gotten ahead of his skis, and launched a preemptory strike to disrupt US-Iranian negotiations, then the nature and level of strikes both by the US and Iran is going to be a bit of a question mark. President Trump is still eying that noble peace prize and I honestly think he prefers announcing a deal than announcing a sustained combat mission. Pinpoint single-mission strikes, like the B-2 raids in the 12 Day War or the Maduro extraction mission – I think clearly he’s comfortable with that. But starting a regional war with Iran where the goal is regime change? That’s a heavy lift to ask if he feels he’s been screwed with by Netanyahu. The odds on are that it will still be a bad few days.
REGIME CHANGE ANALYSIS:
Confirming that the US is participating in the strikes leads to a strong suggestion that President Trump is returning to finish the job on destroying Iranian weapons production capability, and/or supporting regime change efforts. As mentioned above, regime-change air campaigns are by targeting and dynamic interaction in coordination with actions on the ground fundamentally different than operational strikes against anti-air assets or strategic strikes against weapons capabilities.
From a previous post Iran has a sophisticated multi-layered set of capabilities for suppressing its own people. It may have underpunched in its weight class in past conventional retaliations, but in suppressing anti-regime factions, it is a world contender:
“But the mechanisms Iran uses to contain protests are multilayered consisting of both the IRGC -and- Basji paramilitary forces as tools of suppression, that align along a rural conservative vs. urban liberal divide. From the Green Revolution to the Veil Protests to the Hijab protests Iran has shown a willingness and capability to crack down, break apart, and suppress would-be-revolutionary movements. There are some long enduring terrorist networks at work, including Baloch aligned terror groups in the Bulchastan regions, and ISIS has struck inside Iran several times. But these are terror attacks, not widespread popular uprisings. Taking out a few leaders of the regime is not going to change this calculus, without the revolutionaries having far more capabilities. In analogy, if you were to remove by injury the entire starting team of a professional US football team…they would probably still fare well against a middle-school or high-school team. Because the capabilities, experience, equipment, and training is just so vastly difference.”
And again, copying and pasting becuase I was woken up at 2-dark-double-oughts to write this, conducting such a sustained campaign as to support active anti-regime protests and separatist groups in an effort to topple Iran requires continuous interacting offensive and defensive OODA loops (the ones depicted in these slides I’ve been using for two months now):
“So to understand the difficult and dilemma of supporting Iranian protests with US airpower, you have to compare both offensive and defensive OODA loops. The kind of support protesters need is ‘close air support.’ Using the US air campaigns in Libya as an example – you might get intel from activists fighting the regime that a ‘there’s a tank in Misrata hiding in the park across from Omar’s Falafal shop’. Or see that they’re advising their forces to “steer clear to the west of the First National Bank of Libya because there are sniper nests on the northeast corner.” This is the Observe and Orient part of the offensive OODA loop of close air support. You need good intelligence on the ground of things that change quickly, and then someone needs to “Decide” what to send, and the Action is the strike on target. If your OODA Loop is too slow in close air support, the tank may have left the park, and it’s now rebels in that position, or they took the commercial building, and now at worst you’re wasting ordinance on empty targets or worse, killing your friends. To shorten that Decide-and-Act part of the OODA loop, typically involves loitering aircraft overhead or nearby, capable of reacting quickly to new information. The more fuel they have as they are over a target, the larger the window they can update the DA based on the OO of an OODA loop and quickly respond to recent information.
This is a very different mission than that flown by the B-2’s during the 12 Day War. The OODA loop on that was years in the making, over a decade. In that mission, a known Iranian nuclear weapon development complex buried deep underground had been studied and planned against (OO) for years. A hardened super bunker isn’t going to get up and move. This meant that even as Iran created insane defenses against air attacks, the US was able to learn of those defenses, use modeling & simulations to run millions of potential mission permutations, select the handful of outliers that would work (D decide), and then train on those. This resulted in perhaps one of the most spectacular air missions in human history, literally hitting the womprat on the Death Star from across the globe. Even though it was of dubious strategic value as its still unknown whether that attack eliminated, or simply delayed, Iranian nuclear capability. But that kind of strategic air strike, against a fixed known target, is an OODA Loop of years or longer; it’s not close air support.
Likewise, before you can provide effective close air support, you need to clear air defenses and establish air superiority, which is closer to Israel air campaigns during the 12-day war. The OODA Loops in air superiority campaigns are measured in hours. You send in waves of planes, drones, and missiles to remove fixed radar, communication, command, and anti-air assets. Then you send in a few more waves to get what you missed on the first. And the 12 Day war significantly degraded Iranian anti-air capabilities.
But the OODA loop for offensive actions launched from Qatar (the closest US air base) and an even longer haul from Diego Garcia or other military air bases (including staged in the US.) Technology has solved the speed of OO – so even planes in flight, and increasingly missiles, could be retargeted on new information in flight. But the DA time delay from rolling down a runway (or aircraft carrier deck) to the A of launching ordinance is the key delay. If your 5,000 person protest column is being approached at speed by a bunch of Toyota Hilux’s armed as improvised fighting vehicles (IVF) – you don’t need much to take them out – but you need to be able to do it in an OODA loop of ~15minutes to matter. Likewise several thousand Basji operating on motorbikes being deployed to harass, capture, and kill protestors both in the main movements and in their homes and staging areas are not going to be the best targets for B2 stealth bombers and a 10-year OODA loop. You’re going to want loitering assets that can react to hundreds of minutes-to-hour OODA loops with cheap ammunition. Flights sent from Qatar (or further afield) may certainly be able to *reach* targets in Iran, especially with tanker support. But it’s going to be very hard for them to loiter. Meaning the window they have to Act (A in the OODA Loop) is very narrow. And if something’s changed, the tank’s left the park or the Basji motorbike patrols have dispersed, and there’s nothing to shoot at you either fire at the ‘next-best-thing’ you can find or head home.
With an aircraft carrier you can loiter assets as close as you can get off a coastline, and they are designed to send repeating waves in and over for what amounts to continuous coverage in key areas.
That’s the offensive side. But the defensive OODA loops matter as well. The US has to protect its military bases, Gulf allies, and support the defense of Israel against Iranian retaliation. Each with its own defensive OODA loop. The time from Iranian launch to impact of a ballistic missile, or of a naval incursion across the gulf, is measured in single digit minutes to hours at the longest. And just like Midway, if you’ve sent all your capability forward in an offensive OODA loop measured in multiple hours to launch and recover, and in that time they launch a 15minute OODA loop attack…that’s going to be a bad day operationally. I’m not saying Iran can “win the war” strategically becuase over time, if we wanted, we could bring all seven of our super carriers and have them hold hands around the entire coastline and there’s always the option that rhymes with ‘nuclear retaliation.’ But still…if you’re a Gulf ally, that’s scant comfort if your cities are getting struck by missiles because the US protective shield is elsewhere. Or they close the Straits of Oman by sinking a few ships. “
FINAL ANALYSIS BEFORE I GO BACK TO BED – LOSING THE WAR WHILE WINNING THE BATTLES:
TLDR waaaay in the back. Trump got his third chance for a second bite at the apple. With protests restarting last week and escalating this week, and the Kurdish and Balochi separatist militant groups still operating independently, there is at least the hint of something going on the gorund that US air forces can support with close air support.
And, with the repositioned aircraft from UK, B2-bombers, and two full US carrier groups, Trump now has the firepower to conduct sustained air operations that plunking speedboats in the Carribean left him ill positioned for.
None of that should be taken to mean that regime change is an guarantee at this point. The Iranian regime has spent decades killing off the best and brightest of organizers, activists, protestors – and if reports are true – added between 5,000 – 30,000 to that grim roster just a few months ago. There is a huge Iranian youth bulge in the country, and there are few things more dangerous than a large unemployed population of fighting aged men and women. But even so, starting anti-regime activities from that kind of casaualty deficit is a tall order. It’s going to take months to replace the organizing and networking capacity, and if this tilts into full civil war with a fracturing of Iranian forces it’s goinng to be a mess. Much more likely is that a sustained air campaign and implementation of a no fly zone gives the breathing room for on-the-ground forces to organize and push back against regime forces.
Because, at least since President Bush Sr. the part EVERY WESTERN LEADER HAS FORGOTTEN SINCE – is that the US-backed coalition may always win in the conventional conflict, but if you don’t have a plan for the day after the regime falls, you are looking at a huge mess. Both President Bush the Deuce in Iraq, President Obama in Libya, and both President Biden and Trump in Afghanistan demonstrated that without a strategy and a plan, counter-regime and counter-insurgency activities is a protracted bloody nightmare that we only have limited resources to use.
And despite having some of the best lessons blood and sacrifice can buy over the GWOT, I’m not sure that knowledge is being put to use in planning for the day after in Iran. There’s been enough time since the fall of Afghanistan for most US troops now to no longer have deployment patches on arms, and the experience that represents. Entire swaths of capability necessary to even attempt to influence a sustained successful regime change were cut in DOGE related purges during the first few months of the Trump administration.
Although there’s been growing indications of a coalescence around Phalvi as a successor-in-waiting to step in, that’s more a recognition that there’s literally no one else who fits the bill. And whether it’s Ahemd Chalabi in Iraq or Harmed Kharzi or even Gani in Afghanistan, we should know by now that having a figure head just means you have a figurehead. You need institutional, governance AND security capabilities. This means focusing on the civilian needs of the population as much as the pew-pew against QODS or Basji bad guys.
It’s why I’ve included the “losing the war by winning the battles” system paradigm slide as the last visual. It demonstrates how a combined drifting goals loop intersects with a fixes that fail when we overfocus on military activities can undermine crucial governance activities. A focus on making sure the government you’re backing can ‘beat the enemy’ but missing that it may not be able to ‘govern’ its people.
I’ll offer a more technical explanation in comment below. But to end this already overlong late night ‘update’.’ The ‘winning the battles to lose the war’ paradigm shows how by focusing on a military-only solution you can suffer from a ‘better before worse perception of winning. Again, if this is the start of sustained US and Israel air operations, at the operational level, Iran doesn’t stand a chance. But this military-only focus on the manifest system of enemies killed and units destroyed misses the latent system eroding underneath you, leading to a threshold trigger collapse when the population you thought you were fighting on behalf of no longer care enough to get involved in the state v. non-state actor conflict. And while upending the Iranian regime and allowing indigenous movements to thrive is a laudable goal, history has shown repeatedly that cannot be achieved by a military only solution.
So that’s enough for tonight. Feel free to ask questions below and I’ll answer as I can over the weekend and feel free to share for others who may have questions.
Winning the Battles to Lose the War System Paradigm
Technical analysis from computer simulations of the “winning the battles to lose the war” system paradgim presented as a feedback loop above. Using counter-ISIS modeling published as a peer reviewed paper (open source link below). This part of the paper is from doing “Course of Action” (COA) analysis, and COA1 is a political-only solution to counter an emerging-state actor, COA2 is a military only, and COA 3 is a hybrid military-political combination, with specific details on each in the paper:
“COA2 Military initially appears to be more successful at reducing ISIS’s territory and number of combatants (Figure 11a,b) and continues to successfully contain ISIS’s territory for much of the simulation. Commanders on the ground and policy makers in the rear might mistakenly think this approach is superior. In addition, those performances are only in the manifest, or visible, system. The latent system, what is not visible, depicted in Figure 11c,d, which together show the competition in perceived legitimacy between Red and Green, respectively. This creates a “better-before-worse” behavior pattern of early promise leading to later failure. By not improving the legitimacy of the Green actor or reducing the legitimacy of the Red actor COA2 Military Only allows several dynamics to appear. COA2 Emerging-State benefits from targeting ISIS’s governance structure, eroding its legitimacy (Figure 11c). This forces ISIS to take more troops off the front-line advances and focus on garrisoning (Figure 11e) and dealing with more internal uprisings against ISIS control (Figure 11f). These uprisings are not specified in the simulation but could be considered similar to the Anbar Awakening backlash that occurred against ISIS’s predecessor AQI in 2006–2007. Likewise, because Green isn’t a credible government in the COA2 Military Only scenario to Arab Sunni’s or Kurdish Sunni’s (Figure 11d), it requires more garrison (Figure 11g) and also has to contend with higher a rate of internal opposition unaffiliated with ISIS conducting attacks against Green (Figure 11h) COA2 Emerging-State on the other hand, focusing on legitimacy improvement in Phase I has created conditions greater success when the military intervention does happen. This means Green in COA2 Emerging-State has more local troops available to confront ISIS than COA2 Military Only. The consequences of this latent system appear shortly after 2017, four years after the initial deployment. In COA2 Military Only, ISIS affects a break-out territorially while consistently increasing its combatant force towards the 100k mark. A common proposal is that state-actors should be willing to accept the reality of political reconciliation with competing non-state actors to end a conflict. What these results show, however, is that a state-actor should also seek political reconciliation with its own people to cut off the grievance feedback loop that fuels the competing non-state actors support base. A political-only solution, however, won’t be enough either. COA2 Political Only performs poorly on all fronts, as, although it focuses on legitimacy, it does not have an answer for improving security or containing the military actions of ISIS. This undermines the benefits of legitimacy-building when it comes to total garrison required (Figure 11g) and opposition fighters opposed to Green (Figure 11h). This is because ISIS can keep a high-level of violence against all ethnographies, but especially the Arab Shia population, which Green depends on for support. This appears by looking at the Killed in Action (KIA) per Million Population in Figure 12.”
Sources:
Original FB Post on 28 FEB 2026.
ALJ Live Blog Reporting of Strikes:
https://www.aljazeera.com/news/liveblog/2026/2/28/live-israel-launches-attacks-on-iran-multiple-explosions-heard-in-tehran
Times of Israel confirmation of Strikes:
https://www.timesofisrael.com/liveblog-february-28-2026/
Trump addresses nation on start of major combat operations:
https://thehill.com/policy/defense/5760058-us-israel-launch-strikes-on-iran
UN Report on Iranian protestors facing Execution:
https://thehill.com/policy/international/5759707-iran-protests-death-sentences
Application of Emerging-State Actor Theory: Analysis of Intervention and Containment Policies †
https://www.mdpi.com/2079-8954/6/2/17




