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Ormuz, the Skirmishes, and the Fragility of the Agreement

On June 28 and 29, 2026, skirmishes in the Strait of Hormuz fractured the 14-point memorandum of understanding between the United States and Iran. The precise details of these incidents remain incomplete in available open-source information—but their impact is well documented: Trump considered massive retaliation before backing down. The Strait of Hormuz is a vital artery for global oil trade. An all-out war there would not remain localized. It would drain U.S. diplomatic, military, and financial resources for months, if not years.

This is precisely the logic that Iranian strategists have grasped, and which Putin is observing from Moscow with barely concealed satisfaction. The more Iran monopolizes American attention, the more Russia benefits from diplomatic breathing room. The delay in U.S.-Russia talks on Ukraine is no accident: it is a geopolitical dividend that Tehran and Moscow tacitly share, even without formal coordination.

The August 18 Strategy: A Date as a Deadline for Tension

Trump told his advisers that he was “comfortable with negotiations extending beyond August 18.” This seemingly innocuous statement conceals a strategic decision: to accept that the window for a diplomatic resolution with Iran is indefinite. August 18 was the deadline for the 60-day ceasefire. By letting this date slip by, Trump is signaling that he prefers a lengthy process to a quick breakdown. This is a reasonable stance on the Iranian issue. But it is a stance that condemns the Ukrainian issue to remain in the background until the next twist in the Persian saga unfolds.


I understand Trump’s caution regarding Iran. A successful nuclear program would be catastrophic. But there is something absurd about the spectacle of an administration protecting Ukraine from Russia while its attention is absorbed by Tehran. Ukraine is the issue. All the others are distractions that undermine the issue.

This content was created with the help of AI.

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