• Reflections About Comprehensive US Strategy in the Middle East

    From roman@700:100/72 to All on Sun Jul 26 14:11:00 2026
    The global economy abhors a power vacuum. When states fail to secure key trade chokepoints - the Strait of Hormuz and the Gulf of Aden - those willing to pay for stability step onto the stage. The Iranian regime, this anachronism of the 20th century, stuck in the paranoid reality of the ayatollahs, has long turned into an instrument of external players. But today it faces a threat from which neither missile strikes on Israel nor drone attacks on tankers will save it: the strategy of the privatization of war. A country where the ruling clique feeds off the export of death and drug trafficking can no longer hold power by force. Repression in Iran has reached such a level that even domestic protests escalate into uprisings. The people of Iran, cornered by economic collapse and total control, are ready to explode. But they have no structure, no weapons, no unified command. However, the US, the Iranian opposition, allies in the region (Saudi Arabia, UAE, Israel), and corporations eager to resume safe trade through Hormuz have demand - and there is supply from private American military companies and contractors ready to take on the role of the state in eliminating the threat. Therefore, I posit that the future of Iran may not be the result of revolution or external occupation, but of a gradual privatization of statehood. Not through guns and missiles, but through contracts. Not through regime change, but through transferring control to those willing to invest in stability. This is not about a classic "liberation" with troop landings and the installation of a new government. The scenario is far more subtle: the southern and southwestern provinces of Iran (Khuzestan, Sistan and Baluchestan) gradually fall out of Tehran's control. But instead of chaos or a new civil war, a de facto independent zone emerges here, governed not by politicians, but by private military companies and international corporations, supported by the Iranian opposition. What is the essence? PMCs don't just fight - they build. They restore ports, roads, and oil pipelines. They ensure the security of navigation through the Strait of Hormuz. But their main task is not victory, but creating conditions for safe business. Power is gradually transferred to local structures, but under the strict control of international investors. This is not occupation in the classic sense - it is privatized governance, where economic interests become the foundation of a stable world order. The main driver of change is commercial interest. Companies that guarantee freedom of navigation through Hormuz receive not only security contracts but also rights to resource development - oil, gas, ports. This is not a humanitarian intervention, but a geoeconomic investment. What is the strength of this strategy? It is predictable. The regime in Tehran cannot offer stability to anyone - but PMCs and corporations can. They pay for security, and in return, they receive concessions, access to markets, and guarantees of investor rights. This is not a war for ideology - it is a war for resources, where the winner is determined not by the number of tanks, but by the size of investments. But how to legitimize the new authority? Not through elections held at gunpoint, not through the appointment of puppet leaders - but through online voting, under the control of Iranian opposition observers. Yes, it will be digital democracy - but not for the sake of ideals, but for the sake of transparency. Iranians will get the chance to choose a future without the ayatollahs, but under the protection of those who financed their liberation. This is not a classic revolution - it is a corporate redistribution of power, where the people get the right to choose, and real power is concentrated in the hands of investors. Iran will not become a new democracy. It will become a free trade zone, governed by PMCs and corporations. This is not a utopia - it is capitalism in its most rational form. But it has an advantage: it is predictable. And when economic interests become more important than ideology, even the most stable regimes begin to crack. The Iranian regime will fall not at the hands of the US, but from its own paralysis. When corporations start paying for the security of Hormuz, and local tribes see real benefit from cooperation, Tehran will have neither resources nor allies left. China and Russia, which have used Iran as a proxy until now, will lose their lever of influence. And then a de-occupied Iran will become not another failed democracy, but a corporate, prosperous company - a thriving free-market enclave in the middle of the desert. In this vein, Yemen is not just a war between the Houthis and the Saudis. It is a failure of the theory of statehood in the era of corporatization. When central authority collapses, it is not democratic institutions that emerge onto the scene, but armed groups that trade in weapons, drugs, and people. The Houthis are just the most combat-capable among them, but not the only one. Yemen is a country torn apart by war, where every group pulls the blanket over itself: the Houthis control the north, southern separatists dream of independence, and international players (Saudi Arabia, UAE, Iran) play their own game. But what if, instead of a new occupation or a peacekeeping mission, a completely different order emerges here - not state-based, not tribal, but corporate? Not a war for power, but a war for resources, where the winner will be the one who offers Yemen the best terms? Yemen will split not along ethnic or religious lines, but according to economic expediency. The South, with its ports of Aden and access to the Red Sea, will become a trade hub - logistics centers and free economic zones will be built here, where goods will pass with minimal duties. The North, rich in minerals, will turn into a source of raw materials - concessions for oil, gas, and rare earth metals will go to international corporations. Local tribes will get jobs, but not power. The Houthis, however, will be left without oxygen - their financial flows (from Iran and Russia) will be cut off, and popular support will melt away when promised concessions and investments start flowing into other regions. Security in Yemen will no longer be the business of the UN or Saudi troops. Instead, private armies will appear, which will not fight for ideals, but ensure stability for business. These structures will guard ports, roads, and oil fields - not for the sake of winning a war, but to ensure investments don't go up in smoke. They will work under contracts, not on command, and their only task is to make Yemen predictable for international players. The Houthis will not be destroyed in a head-on war. They will be crushed economically. When their income from smuggling and kidnappings shrinks, when locals stop supporting them (after all, why support those who can provide neither security nor jobs?), they will turn not into heroes of resistance, but into an ordinary criminal gang - dangerous, but no longer a threat to the social order. Their power will melt like ice in the sun, because in the new world, money matters more than guns. Yemen will not become a unified state. It will become an arena for corporate redistribution, where each territory will have its own specialization, and power will not be in the hands of politicians, but in the hands of those who pay for security and development. This is not a utopia. It is the realism of force, where the survivor is not the one who is stronger in battle, but the one who offers the best terms for business. And if this scenario works, Yemen will become not just another country on the map, but a model of a new world order - where the state gives way to corporations, and war turns into business. Yemen will not become Switzerland. But it will cease to be a lawless zone where savages operate. Instead, it will turn into a zone of opportunity for global corporations - with railways, ports, and protected trade routes. Thus, we stand before a unique chance - a geoeconomic re-division of the world. The US no longer needs classic wars for territory. It needs zones of stability where corporations can operate without risk. Iran and Yemen are just the first swallows. Countries that are today considered "ungovernable" (Libya, Afghanistan) will soon become proving grounds for new private armies. Instead of spending billions on occupation, the US (and its allies) will charter security from PMCs, which, in turn, will be financed through future concessions. This is not a utopia. It is rational capitalism in its most typical form. But it has an advantage: it is predictable. Dictatorships fall not from revolutions, but when their economic model becomes unprofitable. And when corporate states emerge in their place, where investor rights are higher than the rights of local fanatics, the world becomes more stable - albeit colder. That is why Iran and Yemen will not be "liberated" in the classic sense. They await corporate incorporation - not through guns, but through contracts. The US does not need new colonies and never has. But the US needs global stability and security. It needs free trade zones where business can thrive without risk. And if today this seems like fantasy, tomorrow it will become the norm. Because the global economy abhors a vacuum - and if states cannot provide security, those willing to pay will provide it.

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    * Origin: Shipwrecks & Shibboleths [San Francisco, CA - USA] (700:100/72)