Wednesday, April 08, 2026

Confederacy Of Dunces

In the Situation Room on Feb. 11, Mr. Netanyahu made a hard sell, suggesting that Iran was ripe for regime change and expressing the belief that a joint U.S.-Israeli mission could finally bring an end to the Islamic Republic.

At one point, the Israelis played for Mr. Trump a brief video that included a montage of potential new leaders who could take over the country if the hard-line government fell. Among those featured was Reza Pahlavi, the exiled son of Iran’s last shah, now a Washington-based dissident who had tried to position himself as a secular leader who could shepherd Iran toward a post-theocratic government.

Mr. Netanyahu and his team outlined conditions they portrayed as pointing to near-certain victory: Iran’s ballistic missile program could be destroyed in a few weeks. The regime would be so weakened that it could not choke off the Strait of Hormuz, and the likelihood that Iran would land blows against U.S. interests in neighboring countries was assessed as minimal.

Besides, Mossad’s intelligence indicated that street protests inside Iran would begin again and — with the impetus of the Israeli spy agency helping to foment riots and rebellion — an intense bombing campaign could foster the conditions for the Iranian opposition to overthrow the regime. The Israelis also raised the prospect of Iranian Kurdish fighters crossing the border from Iraq to open a ground front in the northwest, further stretching the regime’s forces and accelerating its collapse.

Mr. Netanyahu delivered his presentation in a confident monotone. It seemed to land well with the most important person in the room, the American president.

Sounds good to me, Mr. Trump told the prime minister. To Mr. Netanyahu, this signaled a likely green light for a joint U.S.-Israeli operation.
However:
The intelligence officials had deep expertise in U.S. military capabilities, and they knew the Iranian system and its players inside out. They had broken down Mr. Netanyahu’s presentation into four parts. First was decapitation — killing the ayatollah. Second was crippling Iran’s capacity to project power and threaten its neighbors. Third was a popular uprising inside Iran. And fourth was regime change, with a secular leader installed to govern the country.

The U.S. officials assessed that the first two objectives were achievable with American intelligence and military power. They assessed that the third and fourth parts of Mr. Netanyahu’s pitch, which included the possibility of the Kurds mounting a ground invasion of Iran, were detached from reality.

When Mr. Trump joined the meeting, Mr. Ratcliffe briefed him on the assessment. The C.I.A. director used one word to describe the Israeli prime minister’s regime change scenarios: “farcical.”

At that point, Mr. Rubio cut in. “In other words, it’s bullshit,” he said.

Mr. Ratcliffe added that given the unpredictability of events in any conflict, regime change could happen, but it should not be considered an achievable objective.
So:
The president then turned to General Caine. “General, what do you think?”

General Caine replied: “Sir, this is, in my experience, standard operating procedure for the Israelis. They oversell, and their plans are not always well-developed. They know they need us, and that’s why they’re hard-selling.”

Mr. Trump quickly weighed the assessment. Regime change, he said, would be “their problem.” It was unclear whether he was referring to the Israelis or the Iranian people. But the bottom line was that his decision on whether to go to war against Iran would not hinge on whether Parts 3 and 4 of Mr. Netanyahu’s presentation were achievable.
Caine had once told Trump toppling Iran would be relatively easy. Then he had to put his money where his mouth is:  To be fair, the rest of them said: “Eh! Whatever you want to do.”
As the small team of advisers who were looped into the plans deliberated over the following days, General Caine shared with Mr. Trump and others the alarming military assessment that a major campaign against Iran would drastically deplete stockpiles of American weaponry, including missile interceptors, whose supply had been strained after years of support for Ukraine and Israel. General Caine saw no clear path to quickly replenishing these stockpiles.

He also flagged the enormous difficulty of securing the Strait of Hormuz and the risks of Iran blocking it. Mr. Trump had dismissed that possibility on the assumption that the regime would capitulate before it came to that. The president appeared to think it would be a very quick war — an impression that had been reinforced by the tepid response to the U.S. bombing of Iran’s nuclear facilities in June.

General Caine’s role in the lead-up to the war captured a classic tension between military counsel and presidential decision-making. So persistent was the chairman in not taking a stand — repeating that it was not his role to tell the president what to do, but rather to present options along with potential risks and possible second- and third-order consequences — that he could appear to some of those listening to be arguing all sides of an issue simultaneously.

He would constantly ask, “And then what?” But Mr. Trump would often seem to hear only what he wanted to hear.
Which, it turns out, is what he is told, too:
General Caine was sober, laying out the risks and what the campaign would mean for munitions depletion. He offered no opinion; his position was that if Mr. Trump ordered the operation, the military would execute. Both of the president’s top military leaders previewed how the campaign would unfold and the U.S. capacity to degrade Iran’s military capabilities.

When it was his turn to speak, Mr. Rubio offered more clarity, telling the president: If our goal is regime change or an uprising, we shouldn’t do it. But if the goal is to destroy Iran’s missile program, that’s a goal we can achieve.

Everyone deferred to the president’s instincts. They had seen him make bold decisions, take on unfathomable risks and somehow come out on top. No one would impede him now.
The only person with capacity (and knowledge) to tell Trump destroying Iran’s missiles wasn’t that simple, declined to. Or maybe Iran simply had more underground protection capability than we knew. Which was a failure of intelligence.

But hell, the whole thing’s been a failure of intelligence.

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