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The New Iran war: Trajectory of the war and its impact on Ukraine and the pacific

A New War, Old Patterns

The Trump administration has launched military strikes against Iran, deploying approximately 200 fighter jets to hit 500 targets across the country. Mick Ryan, a veteran of Iraq and Afghanistan and a sharp observer of strategic affairs, uses this week's update to trace the cascading consequences of this new conflict across three theatres: the Middle East, Ukraine, and the Indo-Pacific.

Ryan's central argument is blunt. Wars resist tidy timelines, and politicians who promise otherwise are either naive or dishonest. He draws a direct line between the current moment and the early days of the second Gulf War.

The idea that we're going to be in a Middle Eastern war for years with no end in sight — there is no chance that will happen.

That was U.S. Vice President J.D. Vance this week. Ryan immediately juxtaposes it with Defense Secretary Rumsfeld's nearly identical assurance in 2003:

Five days or five weeks or five months, but it certainly isn't going to last any longer than that. It won't be a World War III.

The Iraq War lasted eight years. The rhetorical echo is damning, and Ryan lets it speak for itself.

The New Iran war: Trajectory of the war and its impact on Ukraine and the pacific

Ukraine Pays the Price

The most immediate consequence of the Iran strikes, Ryan argues, falls on Ukraine. The logic is straightforward: munitions, intelligence assets, and diplomatic bandwidth are finite. Every Patriot reload sent to the Middle East is one unavailable to Ukrainian air defences. Every satellite reconnaissance platform tasked over Iran is one not watching Russian logistics nodes.

Any reduction in Western munitions deliveries, whether from production diversion or bureaucratic bandwidth limitations, directly translates to Ukrainian defensive capability degradation.

Ryan is careful to note that Russia's General Staff will be watching. With warmer weather approaching and the spring offensive window opening, Moscow may see a chance to exploit temporary Ukrainian capability gaps while American attention drifts south.

The diplomatic dimension may be even worse. Russia has been dragging out peace talks for months, and Ryan sees the Iran War as a gift to Putin's strategy of strategic patience.

Russia's leadership almost certainly views the Iran operation as validating their strategic patience and their view on western strategic impatience.

There is a counterargument Ryan acknowledges but largely dismisses: that the strikes signal American willingness to use force, which could pressure Putin toward serious negotiations. Ryan calls this proposition "on thinner ice," pointing out that Trump has shown more empathy for the Iranian people than for Ukrainians at any point during the invasion. That is a striking editorial observation, and it lands hard.

Beijing's Quiet Calculus

The Pacific section of the analysis is where Ryan's strategic thinking is sharpest. The deployment of USS Gerald R. Ford and USS Abraham Lincoln to the Gulf represents the largest dual-carrier concentration in the Middle East since 2003. Those carriers are not in the South China Sea.

Beijing doesn't need to defeat America militarily when American strategic fascination with the Western Hemisphere and the Middle East degrades U.S. deterrence in the Pacific through capability dispersion.

China's response has been characteristically calibrated. Public condemnation of the strikes. Private negotiations to supply Iran with CM-302 supersonic anti-ship missiles, cyber defence systems, and kamikaze drones. Ryan identifies three strategic outcomes Beijing achieves through this indirect support: deepening Iranian dependence on Chinese technology, demonstrating partner support to regional actors, and ensuring Iran continues consuming American resources.

This mirrors precisely what China has done with Russia since 2022. The weaker Iran becomes from American strikes, the more Tehran depends on Beijing. It is a dependency trap dressed in diplomatic neutrality.

Bright Spots on the Ground

The Ukraine ground update offers some genuine good news. Ukrainian forces recaptured approximately 400 square kilometres of territory in the south, the most significant recovery since 2023. Ryan attributes much of this to SpaceX's implementation of the Ukraine whitelist, which disrupted Russian forces that had become dependent on pirated Starlink for command and control.

Taking that link away has put the Russians in somewhat of a command and control bind.

But Ryan tempers expectations immediately. Four hundred square kilometres across a 1,200-kilometre frontline is a small adjustment, not a strategic reversal. And Russian adaptation is inevitable.

Ukraine's Flamingo cruise missile scored a confirmed hit on the Votkinsk Machine Building Plant, a facility producing Iskander ballistic missiles and reportedly the new Oreshnik intermediate-range system. Satellite imagery showed a 30-by-24-metre hole in Workshop 19's roof. That is a meaningful strike against Russian production capacity.

On the Russian side, the aerial campaign against Ukrainian energy infrastructure continues to grind down capacity. Ukraine's generating capability has fallen from 33.7 gigawatts pre-invasion to roughly 14 gigawatts as of January 2026, a 58 percent reduction.

There is not a single power plant in Ukraine that the enemy has not attacked.

Russia is producing 4,000 to 5,000 Shahed and Geran drones monthly. Even a 90 percent intercept rate means dozens of strikes landing each wave.

The Pacific Arms Race Accelerates

Ryan's Pacific coverage highlights Japan's decision to deploy Type-03 medium-range surface-to-air missiles to Yonaguni Island by fiscal 2030. The island sits just 110 kilometres off Taiwan's east coast. Combined with expanded U.S. missile deployments to the Philippines, this creates an emerging missile belt spanning the entire first island chain.

The strategic geometry is simple. With allied territory north and south of Taiwan, any Chinese amphibious operation must secure its flanks against Japanese and Philippine intervention while maintaining focus on the primary objective. Distributed forces with modern strike systems impose costs from multiple directions.

One tension Ryan does not fully explore: the contradiction between the Pentagon allocating $850 million to replenish Taiwan weapons stockpiles while simultaneously delaying a multibillion-dollar arms package to ensure Trump's Beijing visit goes smoothly. The signal that sends to Taipei, and to Beijing, is mixed at best. Strategic ambiguity about American commitment is useful only when it is deliberate. When it results from competing domestic priorities, it looks like incoherence.

Bottom Line

Ryan's analysis paints a picture of American strategic overextension that benefits every adversary except the ones being bombed. Iran consumes American munitions, intelligence, and attention. Russia exploits the distraction. China quietly builds dependency relationships with weakened states while American carriers sail away from the Pacific.

We don't really know enough yet to make good judgements about how this conflict might spread through Iran's proxies in the region and beyond.

That admission of uncertainty is, paradoxically, the strongest part of the piece. Ryan has seen enough wars begin with confident predictions to know that the opening moves tell you very little about the endgame. The historical pattern he identifies, confident politicians promising short wars that become long ones, is not a prediction. It is a warning.

What makes this week's update especially valuable is the connective tissue between theatres. Most analysis treats Ukraine, Iran, and the Pacific as separate stories. Ryan's contribution is showing that they are one story: the story of finite American power being pulled in more directions than it can sustain.

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The New Iran war: Trajectory of the war and its impact on Ukraine and the pacific

by Mick Ryan · Mick Ryan · Read full article

Nations now exist in an interregnum as they attempt to navigate the roiling and dangerous seas of a post–Pax Americana world. No one can guarantee that this will be a peaceful period, nor can one predict how long this time of global uncertainty could last. CFR, 30 January 2026.

The quote above, from my article in January this year, is entirely relevant to the events of the past 24 hours. The Trump administration has launched a new war against Iran.

There will be many implications of this new conflict; some which can be foreseen (see below), and others that cannot. Wars are full of uncertainty, and because they feature belligerents with agency, they resist the best efforts of humans to impose time limits and achieve certainty about outcomes. I am resisting a Clausewitz quote here.

In this week’s update, I have broken it into three parts. First, I undertake a quick assessment of the likely strategic impacts of the new Iran War on Ukraine and the Pacific Theatre. Second is my normal update on events in Ukraine over the past week. The final part is my update on happenings in the Pacific theatre. Given all that is going on at present, I have dispensed with this week’s Big Five reading recommendations but will return to it next week.

It is worth noting up front that there is still much that could occur and surprise us in the new Iran War. As such, the judgements below are provisional and can change as the direction of the war evolves.

New War in the Middle East: Impacts in Ukraine and the Pacific.

It has been a hectic 24 hours tracking the events occurring in the skies and on the ground in Iran as well as the various Iranian retaliatory strikes against Israel and other nations in the Middle East.

Just yesterday, I published a piece that explored short interventions that turn into protracted conflicts. As a veteran of Iraq and Afghanistan, I was prompted to write after the U.S. Vice President stated this week that:

The idea that we’re going to be in a Middle Eastern war for years with no end in sight — there is no chance that will happen.

This is exactly what Defense Secretary Rumsfeld said a few months before the beginning of the second Gulf War in 2003:

The idea that it’s going to be a long, long, ...