Trump is talking tough on Iran, analysts doubt U.S. will strike
2026-02-12 04:58:23
The prospect of a US attack on Iran has rattled oil prices this year, but analysts tell CNBC that a strike would require a greater military commitment and be more complex than the United States is preparing for.
Brent crude futures for April
Tensions are high, and despite talks last week in Amman, the two sides remain at an impasse. US President Donald Trump’s pressure on the Iranian regime has escalated after a brutal crackdown on anti-government protesters across the country last month.
Trump said this week that he was considering sending a second aircraft carrier to the Middle East, even as Washington and Tehran prepared to resume talks. On Tuesday, he threatened Iran with “something very difficult” if it did not agree to Washington’s demands, which range from halting nuclear enrichment in the country to cutting off Iran’s ballistic missile program.
The United States deployed the USS Abraham Lincoln aircraft carrier strike group to the Middle East in January. This brings the number of missile destroyers in the region to six, but analysts say this will not be enough to topple the regime. Carrying out his threat of “something tough” would mean a protracted conflict in a region Trump is wary of.
“US forces in the region are not sufficient to support a large, long-term military operation in Iran that would be necessary to achieve any major military objective,” Ali Reza Ahmadi, an executive fellow at the Geneva Center for Security Policy, told CNBC.
Trump also intensified his pressure on the Islamic Republic, putting financial pressure on an economy already suffering from sanctions. Just last month, he pledge Imposing customs duties on any country that obtains any goods or services from Iran.
But it is unclear what could come next. “President Trump is known to be unpredictable,” Ali Vaez, director of the Iran Project at Crisis Group, told CNBC, but added that Trump realizes that “Iran’s set of problems does not lend itself to clean and easy military options.”
Can the United States still attack Iran?
“The cost of not attacking Iran will be high,” Michael Rubin, a former Pentagon official and senior fellow at the American Enterprise Institute, told CNBC, adding, if he doesn’t, “Trump’s legacy will be the president who enabled Iran to go nuclear.”
“The president is in a bind, his options are not great, and it’s a very risky moment at this point,” Bob McNally, president of Rapidan Energy Group, told CNBC last week. McNally added that the country’s ballistic missile program means that “we have to advance significantly, because Iran is so formidable.”
What are Trump’s options?
Trump said last week that Iranian Supreme Leader Ayatollah Khamenei should be “very concerned.”
But analysts warned that targeting the Iranian leadership would not be an operation like the one that kidnapped Venezuelan President Nicolas Maduro.
“The Iranian government is not Venezuela,” Ali Reza Ahmadi said, adding that if the United States ousted Khamenei, “a replacement will be chosen immediately and the army will effectively run the country for the foreseeable future.”
Power in Iran is concentrated around Khamenei. When there is a president, all political, military and foreign policy decisions of the Islamic Republic are taken by him. Khamenei has held absolute power over the past three decades, with the help of Iran’s Revolutionary Guard, which helps enforce the regime’s policies and plays a key role in its foreign policy.
Rubin told CNBC that if the United States can remove Khamenei and find a regime official to replace him, there will still be an “open question” about what happens to the IRGC.
Iranian worshipers carry pictures of Iran’s Supreme Leader, Ayatollah Ali Khamenei, and the state flag during a protest to condemn Israeli attacks on Iran, after a Friday prayer ceremony in downtown Tehran, Iran, on June 13, 2025.
Mortada Nikobazl | norphoto | Getty Images
“The United States cannot change the regime through air power alone and without any (American or Iranian) forces on the ground,” Fayez told CNBC. “It can only transform the regime into something else, which could be worse, or turn Iran into another failed state.”
Ahmadi said that regime change in Iran “would require at least a level of military commitment in the Iraq war, which Trump is unlikely to favor.” Between 2003 and 2011, 4,500 members of the US armed forces were killed in Iraq.
After the strikes that targeted three major nuclear sites last year, the White House claimed that Iranian nuclear facilities exist “Blur.” Iran moved to repair damage to ballistic missile sites quickly but according to analysis by… new york times, It has made “limited repairs” to major nuclear sites struck by the United States.
Iran has long claimed that it has no plans to develop nuclear weapons. With the resumption of talks between Washington and Tehran, Iran offered to limit uranium enrichment at low levels. The United States has opposed any Iranian uranium enrichment since the collapse of the nuclear agreement in 2018.
While the United States has pledged to attack Iran if it resumes its nuclear and missile programs, it is unclear whether these sites are ripe for attack again. “Both options would likely lead to disproportionate Iranian retaliation, which could then turn the confrontation into a regional conflagration,” Fayez said.
Possible Iranian retaliation
Iran pledged to respond to American bases in the region if Washington launched an attack.
“Iran is betting that the United States does not have enough interceptor missiles and THAAD systems to protect its sprawling military bases and installations across the region, nor does Israel,” Ahmadi told CNBC.
The United States has about 40,000 soldiers in the Middle East. It has bases in the Persian Gulf, including US Naval Forces Central Command in Bahrain, Al Udeid Air Base in Qatar, which Iran struck last summer, and Al Dhafra Air Base south of Abu Dhabi.
In this frame from video, missiles and air defense interceptors light up the night sky over Doha after Iran launched an attack on US forces at Al Udeid Air Base on June 23, 2025 in Doha, Qatar.
Getty Images
“Iran will undoubtedly target US bases in Iraq, Syria and the Gulf and its naval assets. It will also likely target Israel. The remnants of its proxies could join as well,” Fayez told CNBC.
Ahmadi added that Iran “appears to be preparing for a long military confrontation lasting a week, if not months. There appears to be a feeling among the Iranian leadership that the United States is overestimating its influence and that a major war may be necessary to correct these assumptions.”
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