The Ezra Klein Show
The Ezra Klein Show

Why Iran Believes It Has the Upper Hand

April 3, 2026

AI Summary

5 min read

In a discussion amid an ongoing U.S.-Israel war against Iran, Brookings expert Suzanne Maloney explains why Iran perceives itself as gaining the upper hand despite heavy military losses. Speaking before a Trump address claiming imminent victory, she analyzes the conflict's dynamics, focusing on Iran's control of the Strait of Hormuz and the mounting global economic pressures that favor Tehran's strategy of endurance.

Trump's Mixed Signals and War Aims

President Trump oscillates between declaring the war nearly over—citing two to three weeks of intense strikes to achieve objectives—and deploying 10,000 more troops alongside assets. His 15-point peace plan demands Iran end uranium enrichment, nuclear weapons pursuit, proxy support, and ballistic missiles, echoing pre-war U.S. concerns from the Obama-era deal he rejected. Iran dismisses direct talks, viewing prior negotiations as ruses preceding strikes, including a June war. Embittered by thousands of U.S.-Israeli strikes killing top leaders like Supreme Leader Ali Khamenei, Tehran sees no incentive to compromise, especially after surviving decapitation attempts.

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What you'll learn

  • 1 (01:02) **Trump's Confusing War Rhetoric** - Contradictory statements on war end, escalation, and Strait of Hormuz
  • 2 (04:06) **Current War Status Confusion** - Tracking Trump's words vs. military movements like 10,000 troops
  • 3 (05:18) **US 15-Point Peace Plan** - Demands no nuclear enrichment, end proxy support, missile limits
  • 4 (06:19) **Iran's Response and Upper Hand Belief** - Rejects direct talks, embittered by prior negotiation ruses
  • 5 (07:31) **Strait of Hormuz Control Mechanism** - Seized strait halts 20% global oil/gas, tankers drop from 140 to handful daily
  • 6 (08:36) **Why Strait Gives Leverage Despite Damage** - Iran absorbs leadership losses, cities hit; time favors them as global pain mounts
  • 7 (10:04) **Timing of Economic Bite** - Shortages turn real in weeks: energy to Asia/Europe, fertilizers, helium for chips

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Show Notes

In a prime time address on Wednesday, President Trump proclaimed that America was “on the cusp of ending Iran’s sinister threat.” But he also kept open the option of boots on the ground. The effective closure of the Strait of Hormuz is also about to start really biting – as countries get hit with shortages, which would spike prices across the globe.

So what are Trump’s options? What would happen if he just declared victory and walked away from the fight? What kinds of military operations are on the table? If Trump ended the war without achieving his strategic goals, what would that mean for the United States, for Iran and for the world?

“I don’t see a victory in real terms at the end of this crisis…,” Suzanne Maloney told me. “And that is a very dangerous outcome for the long term.”

Maloney is one of Washington’s leading Iran experts. She has advised several presidential administrations and has written or edited a number of books on Iran. She is the vice president and director of the Brookings Institution’s foreign policy program.

Note: This conversation was recorded on Wednesday morning, before Trump’s speech on the war. But the speech reflected Maloney’s analysis almost perfectly.

Mentioned:

The Iranian Revolution at Forty by Suzanne Maloney

President Trump Addresses Nation on War with Iran

Trump tells Post war against Iran won’t last ‘much longer’ —Strait of Hormuz will reopen ‘automatically’ after US exit” by Steven Nelson

Book Recommendations:

The Twilight War by David Crist

American Hostages in Iran by Warren Christopher and Paul H. Kreisberg

Democracy in Iran by Misagh Parsa

Thoughts? Guest suggestions? Email us at [email protected].

You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book re

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