Why Did Trump Shift From His America First Policy?
Programmes
10 Mar 2026

Why Did Trump Shift From His America First Policy?

The concept of “America First” is not a new one in the realm of US foreign policy. The term was first made popular during World War 2 when the America First Committee was formed by Yale student Robert Douglas Stuart Jr. and US Veteran General Robert E. Wood which advocated for American neutrality and building up strength through the American people, military, and economy. The idea of reducing the US active engagement in conflict to focus on its own interests caught the attention of Donald Trump, who pursued his own version of “America First” with varying results over the course of his two nonconsecutive terms as US President.   President Trump’s application of “America First” has been inconsistent since resuming office in 2025. This past year saw a series of deviations from the concept of “America First” including assisting Israel in the 12-day war with Iran, the capture of Venezuelan President Nicolas Maduro, and threats towards Iran regarding regime change amid protests. These threats became realized when the US and Israel carried out an unprovoked aerial offensive against Iran, which resulted in the deaths of the Ayatollah Ali Khamenei and several Iranian military officials. With the conflict still ongoing and regime change seeming to be the desired outcome, the conclusion can be made that this conflict signals a shift in President Trump’s “America First” policy. This shift will be explored through redefining “America First”, the Israel factor, and domestic support to get involved in a confrontation with Iran during a consequential election year.
The Hormuz Inflection: Oil Markets After the Iran Strikes
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The Hormuz Inflection: Oil Markets After the Iran Strikes

The Feb. 28, 2026 United States–Israeli offensive against Iran represents the most consequential escalation in Gulf security dynamics in over a decade and introduces immediate, medium-term, and long-term risks to global energy stability. The strikes targeting senior leadership and strategic military infrastructure triggered Iranian retaliation across the Gulf region and sharply increased the probability of disruption to maritime energy flows, particularly through the Strait of Hormuz.   While physical supply outages remain limited at the time of writing, markets have responded by repricing geopolitical risk. Crude benchmarks surged on reopening, freight and insurance costs rose materially, and volatility spiked across commodities and currency markets. The core economic question is not whether prices react, they already have, but whether the conflict transitions from a risk-premium shock to a sustained supply disruption.   The Strait of Hormuz remains the central transmission channel. Roughly one-fifth of globally traded oil and more than one-third of seaborne liquefied natural gas pass through this chokepoint. Even temporary interference has outsized macroeconomic implications. Assessing the implications of the crisis requires examining immediate market reactions, potential disruption scenarios, medium-term supply responses, and the longer-term structural consequences for global energy security and macroeconomic stability.
The Missile and Drone Dilemma: When Defensive Measures Outstrip the Cost of Attack
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The Missile and Drone Dilemma: When Defensive Measures Outstrip the Cost of Attack

The fundamental character of modern aerospace warfare has undergone an irreversible paradigm shift, transitioning abruptly from the deployment of exquisite, highly survivable platforms to the brutal arithmetic of industrial attrition and affordable mass. This operational reality was starkly illuminated in late February 2026, with the commencement of Operation Epic Fury by the United States Armed Forces and the parallel Operation Roaring Lion executed by the Israel Defence Forces.   Following the collapse of nuclear negotiations, the allied coalition launched a massive preemptive military campaign. Deploying an overwhelming concentration of aerospace assets, the coalition struck over one thousand strategic targets deep within Iranian territory during the opening twenty-four hours. United States forces executed over nine hundred individual precision strikes in the first twelve hours alone, utilising stealth bombers, naval fighters, and cruise missiles, escalating to more than one thousand, two hundred, and fifty targeted strikes within forty-eight hours. Simultaneously, the Israeli Air Force conducted over seven hundred sorties on the first day, dropping more than one thousand two hundred munitions to achieve immediate tactical successes and air superiority.   However, the immediate and sustained retaliation by the Islamic Revolutionary Guard Corps, designated Operation True Promise IV, has placed an unprecedented and mathematically gruelling strain on the allied integrated air and missile defence architecture. Within the first forty-eight hours of the conflict, the adversary entente launched roughly four hundred and twenty medium-range ballistic missiles targeting many countries in the region. This barrage was accompanied by massive swarms of loitering munitions. The staggering depletion rates of multimillion-dollar interceptors and precision strike munitions against high-volume, low-cost adversary threats have exposed a profound mathematical vulnerability in contemporary military logistics. As the global defence industrial base proves incapable of replenishing these exquisite arsenals at the speed of combat consumption, both the allied coalition and the adversary entente are confronting a rapidly approaching logistical exhaustion horizon. To continue the war and secure a decisive strategic victory, it is an absolute strategic imperative for both sides to aggressively substitute these high-end, legacy assets with scalable, cost-asymmetric alternatives, pivoting their operational doctrines toward deployable mass and continuous attritional endurance.
The Difficult Path to Regime Change in Iran
Programmes
3 Mar 2026

The Difficult Path to Regime Change in Iran

In remarks on 2 March 2026, U.S. President Donald Trump did not rule out the possibility of sending American ground troops into Iran if it became necessary. However, he didn’t acknowledge that such a move would carry serious risks given Iran’s size and military capability. Any U.S. ground invasion would likely involve significant casualties and could fail to achieve its goals.  Trump has generally shown reluctance to engage in large-scale ground wars. While he has authorized military actions, including airstrikes, against Iran and other states in recent months, his preference historically has been for limited use of force, such as air power and specialized units, rather than deploying tens of thousands of troops.   Part of this approach stems from his broader view that prolonged, chaotic conflicts are unpredictable and often produce uncertain outcomes. Major ground combat operations can create widespread instability and make strategic consequences hard to forecast. Throughout both his first term and the early part of his second term, Trump has shown no strong inclination to commit large numbers of U.S. ground forces abroad.   Trump and Bibi (also known as Israeli Prime Minister Benjamin Netanyahu) recognize that forcing a full regime change in Tehran would be one of the toughest strategic tasks imaginable. Iran’s political and military structure is robust and not solely driven by personalist rule; it is anchored in a religiously grounded system that has endured since 1979. With the challenges of a successful ground invasion in mind, their current strategy relies on a combination of military pressure and other techniques intended to weaken the regime over time, though there is no guarantee this will bring about its collapse.