By Nick Catoggio
Monday, March 16, 2026
America’s history with Iran’s revolutionary regime is
bookended by hostage crises. It began with Khomeinist fanatics seizing the U.S.
Embassy in Tehran in 1979 and now involves both sides holding each other’s
economies hostage in the Persian Gulf.
The latest hostage crisis was one-sided until Friday,
when the president ordered airstrikes on military—but not energy—targets on
Kharg Island. The island is Iran’s main hub of oil commerce, exporting 90 percent of crude that leaves the country. If the Strait
of Hormuz is the aorta of global oil markets, Kharg Island is the jugular vein
of Iran.
The regime spent the last two weeks squeezing that aorta,
so Donald Trump is now threatening to slit its jugular. “For reasons of
decency, I have chosen NOT to wipe out the Oil Infrastructure on the Island,”
he said in announcing the attack on Kharg. “However, should
Iran, or anyone else, do anything to interfere with the Free and Safe Passage
of Ships through the Strait of Hormuz, I will immediately reconsider this
decision.”
Hostage for hostage. Iran blocked the strait to pressure
the United States and Israel into withdrawing. Rather than pay that ransom, the
president is holding a knife to the regime’s throat and demanding that it
release the captive it’s taken.
That’s certainly in
character for him. And it’s worth a shot, as scaring Iran into letting the
strait reopen is surely the quickest and cheapest way to get oil flowing again.
I doubt it’s going to work, though.
For one thing, blocking the strait appears to be the only
meaningful card the regime still has to play. Its conventional military assets
have been pulverized and the uranium fuel it needs to build a nuclear deterrent
is buried under rubble, according to the regime. Letting Hormuz reopen would
forfeit its only leverage to force its enemies, which are bent on regime
change, to end the war before achieving their goal.
Daring Trump instead to go ahead and cut the country’s
jugular would be a show of resolve, signaling that Iran’s leadership is
prepared to bear any hardship to win an existential fight. And it would place
the White House in the awkward position of immiserating the Iranian people, our
would-be allies in this mission, by following through on Trump’s threat.
Those Iranians are also hostages of the regime, after
all. Visiting economic ruin upon Iran to punish the government would be a bit
like cutting off food to a prison because you’re mad at the warden for abusing
the inmates. The warden will be the last one to starve.
Calling Trump’s bluff over Kharg Island also makes
strategic sense. “Destruction of [the island’s] oil infrastructure would take
years to rebuild, leaving the country deprived of its most critical source of
revenue,” one expert told CNBC, foreseeing elevated global oil prices indefinitely if
the president pulls the trigger. Trump can’t blow up the island’s oil
facilities without making the cost-of-living crisis that’s bedeviled his
presidency durably worse.
If he wants to take Kharg off the table, he’ll need a
less destructive way to do so—i.e. boots on the ground, which, at last check, was a 20-74
proposition among Americans. (Even a majority of Republicans oppose the
idea.) The regime’s best chance of escaping this conflict intact is to make the
war as painful as possible for the president politically; that makes it a
no-brainer to ignore his hostage threat and force him to occupy the island, placing thousands of U.S.
troops in harm’s way potentially.
The “hostage for hostage” gambit with Kharg Island is
interesting but it’s not the only Iran-related hostage crisis in which Trump is
involved right now. It might not even be the most consequential.
Taking NATO hostage.
“We don’t need people that join Wars after we’ve already
won!” That’s how the president reacted
to an offer of help eight days ago, after the conflict had begun, when the
United Kingdom considered sending two aircraft carriers to the Middle East.
Never mind that many European leaders consider the war illegal under international law, that their enemy in Moscow
is the
prime beneficiary of America’s action, and that the White House did nothing
to try to build a Western consensus in favor of attacking before the bombs
fell. In sneering at the U.K.’s belated gesture of support, Trump behaved the
way he always behaves toward European allies—with needless imperious arrogance.
Fast-forward to Saturday, when the state of his “already
won” war brought him to Truth Social to plead for help in ending Iran’s
hostage-taking. “Hopefully China, France, Japan, South Korea, the UK, and
others, that are affected by this artificial constraint, will send Ships to the
area so that the Hormuz Strait will no longer be a threat by a Nation that has
been totally decapitated,” he declared.
Act unilaterally and aggressively to upend the economies
of countries all over the world and then demand that those countries work with
the White House to ease the crisis the president created: That was the
administration’s playbook for its “Liberation Day” tariffs last year and it’s
the playbook for ending the Hormuz standoff now.
This impromptu effort to bootstrap an after-the-fact
coalition of the willing isn’t going well so far. Per Politico, Japan and South Korea are noncommittal
while the U.K. and France are waiting for things to cool off (although Britain
might send minesweeper drones). And China—really, what is there to say?
China and Iran are allies. The Chinese purchase 90 percent of Iran’s oil and tankers transporting crude to
their country have been allowed to pass through Hormuz. Why on earth would they join
Trump’s intervention? “That’s his war, not our war,” one surprised Chinese
foreign policy expert said of the president to Bloomberg.
Trump demanding China’s help in reopening the strait
because it gets oil from the Gulf would be like China demanding the U.S. Navy’s
help in subduing Taiwan because of all the microchip business we do on that
island. You can’t threaten an enemy’s supply of some critical resource and then
expect its military cooperation in subjugating the supplier.
I mean, you can. But it’s stupid.
The president isn’t going to conscript China into the
Iran conflict. But he might conscript some European countries into it—by taking NATO hostage, Axios reported:
Trump called on NATO allies to do
“whatever it takes” to help the U.S. “We have a thing called NATO,” Trump said.
“We didn’t have to help them with Ukraine.... But
we helped them. Now we'll see if they help us,” he said.
“Because I’ve long said that
we’ll be there for them but they won’t be there for us. And I'm not sure that
they’d be there,” Trump added.
“If there’s no response or if
it’s a negative response, I think it will be very bad for the future of NATO.”
“Whether we get support or not, I can say this, and I
said it to them: We will remember,” he told reporters later on Air Force One, in case the threat
wasn’t clear.
European diplomats were appropriately diplomatic in
responding, mindful as ever not to poke a rabid bear that they’re momentarily
forced to share an alliance with. But the foreign minister of Luxembourg
couldn’t resist calling a spade a spade: “Blackmail is not what I wish for,” he
said drily of Trump’s ultimatum.
Blackmail.
This isn’t the first time this year that Trump has
resorted to blackmail in trying to get something he wants from longtime
European partners.
In January he vowed to impose 10 percent tariffs on eight NATO members if they didn’t
support America’s bid to acquire Greenland, before eventually backing off. That episode established that the president
doesn’t view longtime European allies meaningfully differently from how he
views other nations. If you have something that he wants, he’ll extort you—even
if you’ve been a reliable U.S. partner for decades. NATO membership doesn’t
make you special, not even in being spared from Putin-esque territorial grabs
by the White House.
His threat this weekend about NATO and Hormuz can be
understood as a sequel to that. If NATO membership is special, Trump
seems to be saying, then members have a special obligation to comply when the
alliance’s most powerful nation demands their help militarily—even if the
conflict it needs help with was initiated by that very powerful nation.
To put that another way, Trump’s blackmail attempt is a
bid to turn NATO from a defensive into an offensive alliance. “I want to remind
that none of us has been directly attacked,” Luxembourg’s foreign minister complained in his comments on the war. “There are no
grounds for now to invoke Article 5.” That’s correct. This isn’t the war in
Afghanistan, where the U.S. enlisted NATO help to defend itself after a massive
terrorist attack by jihadists based in that country. Iran is a preventive war
in which the U.S. moved first to neutralize a prospective attack that might
someday have come.
“But Iran has been waging war against America through
irregular channels off and on for decades,” you might say. True, but Russia has
done the same with European countries. If Poland launched a preventive air raid
on the Kremlin to kill Vladimir Putin and his advisers so that they can’t
invade Eastern Europe someday, I promise you that Donald Trump would consider
that an offensive, not defensive, operation that imposed no Article 5
obligation on him to join the fight.
Why does the president even want European ships in the
strait? What would they achieve?
Yesterday the New York Times reported that a “frustrated” Trump
pressed Joint Chiefs Chairman Gen. Dan Caine last week about why the strait
remained closed. “Even one Iranian soldier or militia member zipping across the
narrow neck of the strait in a speedboat could fire a mobile missile right into
a slow-moving supertanker, or plant a limpet mine on its hull,” Caine explained
to him, presumably not for the first time given how foreseeable the crisis was
before the war. If the U.S. Navy can’t repel that sort of threat on its own or
muster the number of ships needed to escort tankers through the strait in
meaningful volume, why would a small and no-doubt token naval force from Europe
be a gamechanger?
It wouldn’t. “What does Trump expect from a handful of
European frigates?” Germany’s mystified defense minister wondered
rhetorically.
In all probability the coalition of the not-very-willing
would fail to secure Hormuz and then the president would try to extort them
again into deepening their involvement in the conflict. It may be that the only
way to secure the strait is to have troops occupy the coastline around it; on
what grounds would members refuse if Trump said to them, “We need your infantry
to help us hold the coast—and if we don’t get it, NATO is dead”?
It’s quintessentially Trumpy to turn America’s
obligations into points of leverage against the parties to which we’re obliged.
Threatening to tear up trade deals unless our partners in those deals obey
the president’s wishes in other matters is one example; vowing to withhold appropriated federal funding from universities
unless they meet his ideological demands is another. If the Trump
administration owes you something under the law or under a contract, you
actually owe it: Whether it keeps up its end of the bargain will depend
on how willing you are to comply with new demands it might eventually make of
you.
Having a legal relationship with Trump’s government makes
it easy for him to take you hostage. Right,
Anthropic?
That’s precisely what’s happened to NATO. The NATO
treaty, a duly enacted federal law, obliges the United States to defend members
in the event that they’re attacked. Trump has now turned that obligation into a
lever of extortion: Whether he upholds his obligation will depend on whether
European navies send vessels to assist in a conflict unrelated to the
alliance’s common purpose. And probably not for any real tactical reason, as I
doubt that the president expects Europe’s contribution to be decisive. What he
wants, as usual, is to spread blame: If a multinational naval effort can’t
force Hormuz open, then America’s failure to do so thus far will seem less
embarrassing.
Nothing could be clearer after five years of Trump’s
leadership than that he sees no value in NATO and actively disdains European culture. He likes getting to sit at the
head of the table in summits and having the leaders of Britain, France, and
Germany kowtow to him but he has no interest in containing Russia or preserving
Western liberalism. One gets the sense that the president believes the United
States and Europe effectively have no common interests anymore—especially with
respect to Ukraine, a NATO non-member whose sovereignty seems to matter to him
not a bit.
“We didn’t have to help them with Ukraine.... But we helped them. Now we’ll see if they help us,” he said this
weekend about his request for help with Hormuz. For Trump, assisting Ukraine
with weapons and intelligence is a favor we did for Europe, not something we
did to protect our own strategic interest in limiting Russian expansionism. And
needless to say, if the Europeans refuse to repay the “favor” in Iran, American intelligence aid to Ukraine and weapons sales
to the continent for Ukraine’s benefit are
likely the first hostages Trump will shoot in reprisal.
An obsolete alliance.
Postliberals are forever insisting that NATO is obsolete
and that the United States gets nothing out of it. European liberals should
consider their point from the other end. What are they still getting out of
their alliance with the United States?
“Deterrence,” you might say. Oh? Deterrence toward whom?
In a world in which Trump consistently blames Volodymyr Zelensky, not Putin, for the prolongation of
Ukraine’s war, it’s impossible to imagine the United States riding to Europe’s
rescue in a conflict with Russia. It’s gotten harder for Europeans to imagine
too: In France and Germany, more people now disagree than agree when asked if they thought their
enemies would be afraid to attack them because of their relationship with the
U.S. As recently as last year, the share who agreed easily outnumbered the
share who didn’t.
With the White House favorably disposed toward Moscow,
the NATO treaty increasingly looks like just another contract that Trump will
keep threatening to break unless his partners agree to whatever new terms he
seeks to impose on them. The Strait of Hormuz crisis is a sneak peek of
Europe’s future—being asked to provide military reinforcements and force
multipliers for the president whenever he decides “I just want to do it,” the words he allegedly spoke to
nervous aides before the war who were trying to talk him out of attacking Iran.
When the day comes that the United States exits NATO,
leaving behind a fully European alliance, there will be fewer tears abroad than
many expect.
But for now, and until its defense industries are capable
of meeting its needs, Europe will need to swallow hard and politely consider
whatever dopey request American presidents make of it. The price of decades of
free-riding on U.S. military power is not being able to so much as raise one’s
voice in anger when Trump plays craps with the global economy, creates an
oil bonanza for Russia’s war machine, and then turns around in a huff to
ask NATO members, “Why aren’t you helping?” Such was Europeans’ faith in
Americans that we would never elect an unbalanced authoritarian that they
gambled not just their collective national security on it but, to a substantial
degree, their independence. Oops.
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