Pape's Core Forecast
Drawing on long-term modeling, Pape says the conflict has followed a predictable escalation path. He argues the war is nearing a stage where direct US ground action becomes much more likely.
The War everyone assumed was over may be about to become something far worse than we could have expected. Professor Robert Pape explains exactly why the deadliest phase of this war is still ahead, and how this could trigger a wave of terror across the world. Robert Pape is a Professor of Political Science at the University of Chicago and director of the Chicago Project on Security and Threats. A renowned political scientist, he has advised every White House since 9/11 on military strategy and is the author of the upcoming book “Our Own Worst Enemies: America and the Age of Violent Populism”. He explains: ■ Why the US bombing campaign failed to topple Iran’s regime, even after killing its top leaders ■ How Iran seized control of 20% of the world’s oil supply within days of the war starting ■ Why the failed agreement handed Iran a path to becoming the most powerful country in the region ■ Why both China and Russia gain from America staying stuck in the Middle East ■ Why he thinks US ground troops could be next ■ Why he thinks there will be a clash between Congress and the president over who really controls the power to go to war Chapters 00:00:00 Intro 00:02:22 Why Robert Pape Isn't Surprised 00:04:04 Why the US Blocked the Strait of Hormuz 00:05:23 The Secret JD Vance Peace Deal (MOU) 00:08:13 Iran as Regional Hegemon, Explained 00:09:40 How Do We Know This Is the Real Document? 00:21:05 Did the War Actually Make Iran Stronger? 00:22:06 The Viral Tweet: How Is Iran Still Hitting US Bases? 00:24:37 Trump Says Iran Is Destroyed — So How? 00:25:39 Where Iran Hides Its Drones ("A Truck in California") 00:29:04 Iran Is Building New Drones the Whole Time 00:32:17 Are We on the Verge of a Global Economic Crisis? 00:36:27 What "Owning the L" Would Actually Look Like 00:38:37 Trump: The US Runs Out of Oil in 4 Weeks 00:40:32 The Midterm Elections Time Bomb 00:52:13 The Vietnam Parallel: LBJ's Trap 00:55:06 Can the US Force the Strait of Hormuz Open? 01:03:07 A 70% Chance of Boots on the Ground in Iran 01:14:39 Why Invading (Not Bombing) Sparks Suicide Attacks 01:24:05 When the Two Crises Collide: A New 1960s? 01:25:01 Will Trump Lose the Midterms? 01:26:40 Is the US Running Out of Weapons? 01:28:40 What Is Trump's Real Objective? 01:34:19 Pape's Prediction for the Next Few Months Follow Robert: ◼ X - https://link.thediaryofaceo.com/168aNAX ◼LinkedIn - https://link.thediaryofaceo.com/EeC1Rpx ◼Substack - https://link.thediaryofaceo.com/6GWlu8Q You can pre-order Robert's new book, ‘Our Own Worst Enemies: America and the Age of Violent Populism’ here: https://link.thediaryofaceo.com/9XIQBJ9 The Diary Of A CEO: ■ Join DOAC circle here - https://doaccircle.com/ ■ Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook ■ The 1% Diary is back, limited time only - https://bit.ly/3YFbJbt ■ The Diary Of A CEO Conversation Cards - https://linkly.link/2hm7r ■ Get email updates - https://bit.ly/diary-of-a-ceo-yt ■ Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb
Drawing on long-term modeling, Pape says the conflict has followed a predictable escalation path. He argues the war is nearing a stage where direct US ground action becomes much more likely.
In the opening phase, heavy strikes killed senior Iranian leaders but did not collapse the regime. Pape says this fits the historical pattern that bombing alone rarely removes entrenched governments.
After surviving the initial assault, Iran seized effective control of the Strait of Hormuz. Pape argues that control of this chokepoint gave Iran new leverage over global energy flows and regional politics.
Pape says the ceasefire-style memorandum failed because Washington treated it like a transactional deal. In his view, Iran saw it as a balance-of-power agreement and returned to conflict once the US undermined key terms.
Beyond money, Pape says Iran's aim is to become the dominant power in the Gulf and wider Middle East. Control of Hormuz and influence through allied groups would help lock in that status.
Pape links Iran's support for groups like the Houthis and Hezbollah to a broader security belt strategy. He argues this network helps Iran threaten bypass routes and preserve leverage even if new pipelines reduce Hormuz's importance.
Despite claims of major destruction, Iran still retains enough drones and missiles to damage bases and shipping. Pape says only a fraction of its arsenal is needed to keep pressure on US forces and insurers.
Pape stresses that small drones are hard to eliminate because they can be hidden across vast mountainous terrain. Even successful strikes remove only part of a distributed and replenishable threat.
The conversation centers on a looming supply shock from blocked shipping and shrinking reserves. Pape argues the world is moving toward a severe energy crunch that could trigger recession or worse.
The risk is not only crude supply but also lost refining capacity in the Gulf and damage in Russia. Pape says this compounds the crisis because consumers need fuel products, not unprocessed oil.
Pape describes the war as a ladder from limited strikes to retaliation, economic crisis, and then possible forever war. He says leaders become trapped between accepting strategic defeat or taking bigger military risks.
Pape argues Trump faces pressure to avoid an economic hit before the 2026 midterms. He suggests that political incentives may push the administration toward risky moves meant to produce a short-term symbolic win.
Pape thinks the US may try to seize a small coastal area or port in southeastern Iran. He frames this as a possible symbolic operation designed to show action rather than deliver a durable solution.
He warns that more US troop deaths could harden pro-war opinion among Trump's base. In that environment, even failed operations could generate support for further escalation instead of restraint.
Based on his research, Pape says occupation or control of homeland territory is the strongest trigger for suicide terrorism. He warns that even limited ground presence could raise the risk of attacks on Americans abroad or at home.
Pape says there is no realistic path that restores free shipping while sparing the US from visible strategic loss. He sees the only clear brake as a political shift after the midterms or a broader reversal of strategy.
The discussion links war funding to the 2026 elections and possible congressional opposition. Pape says a Democratic victory could set up a constitutional struggle over money, war powers, and presidential authority.
Both speakers compare Trump's dilemma to Lyndon Johnson's in Vietnam. The analogy centers on leaders escalating despite doubts because admitting defeat seems politically worse than prolonging a likely failure.
Pape says China wants stability but not an Iranian collapse, while Russia may use the crisis to squeeze Europe. He frames both powers as benefiting from US strain without directly entering the conflict.
Near the end, the discussion turns to civilians living under bombardment and uncertainty. The speakers emphasize that millions of Iranians are trapped inside a conflict whose strategic logic ignores daily human suffering.