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cover of episode Israel-Iran War: Economic and Strategic Consequences | Kamran Bokhari

Israel-Iran War: Economic and Strategic Consequences | Kamran Bokhari

2025/6/24
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Hidden Forces

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Demetri Kofinas
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Kamran Bihari
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Demetri Kofinas: 我认为特朗普政府对伊朗政策的混乱信息和行动,以及以色列对伊朗核设施的空袭,导致了地区局势的升级。美国对伊朗核设施的袭击,以及以色列对伊朗革命卫队(IRGC)的打击,都加剧了地区紧张局势。重要的是要了解这些行动背后的战略目标,以及它们可能对伊朗政权和地区稳定产生的影响。 Kamran Bihari: 我认为特朗普总统对伊朗采取强硬立场,部分原因是国内政治压力和对伊朗秘密发展核武器的担忧。伊朗可能误判了特朗普的意图,认为他不愿意开战,因此在核谈判中没有做出足够的让步。以色列的战略目标是削弱伊朗革命卫队,并促使伊朗政权内部发生变化。美国的目标可能更加有限,主要关注阻止伊朗获得核武器,而不是推翻伊朗政权。重要的是要认识到伊朗国内对政权的态度复杂,许多伊朗人既对现有政权不满,又担心外国干预可能导致混乱。

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This chapter explores the sequence of events leading to the US-Israel bombing campaign in Iran. It examines the role of negotiations, the shifting demands of the Trump White House, internal pressures on the president, and the eventual decision to allow the Israeli airstrikes.
  • Shift in US demands from 3.67% to 0% uranium enrichment
  • Pressure on Trump from different parts of his base regarding Iran policy
  • Israel's bombing campaign and the subsequent limited US strikes on Iranian nuclear sites

Shownotes Transcript

In Episode 424) of Hidden Forces, Demetri Kofinas speaks with Kamran Bokhari, Senior Director at the New Lines Institute for Strategy & Policy, who has served in the U.S. State Department and as a Senior Consultant with the World Bank. Bokhari first appeared on the podcast shortly after the October 7th attacks to discuss the violence ignited by Hamas, the nature and scope of Iranian involvement, and how various regional actors exploited the growing disorder to their advantage, as the Biden administration struggled to stabilize a region on the brink of another major war. In subsequent appearances, Bokhari has provided the Hidden Forces audience with critical context for understanding U.S.-Israeli and Iranian strategic aims and limitations, the interests and constraints of other regional states (including Saudi Arabia and Turkey), how the events in the Middle East are perceived in Beijing and Moscow, and how the situation may evolve from here. The broader conflict with Iran, which has consistently framed these discussions, has now directly involved the United States following its recent deployment of fourteen 30,000-pound bombs targeting three Iranian nuclear sites: the Fordow Uranium Enrichment Plant, the nuclear facility in Natanz, and the Isfahan Nuclear Technology Center. What happens next—and whether the White House's actions will ultimately prove beneficial to America's long-term strategic objectives—forms the central focus of this two-hour conversation. In the first hour, Bokhari and Kofinas update listeners on recent developments, assessing the initial successes and failures of U.S. and Israeli strategic planners, the Iranian response, immediate risks to the United States and its allies, and how this war is likely to reshape the economic and security order of the Middle East over the next five years. In the second hour, Demetri and Kamran widen their aperture to examine how the conflict will affect the economic and military imperatives of the United States and China, along with their respective alliances and trading networks. They also discuss the potential economic repercussions and secondary impacts resulting from America's attack on Iran. The episode concludes with an examination of best- and worst-case scenarios, ranging from a new investment supercycle in the Middle East to the deployment of battlefield nuclear weapons and heightened risks of international terrorism in the United States and Europe. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe). If you’d like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe). If you enjoyed today’s episode of Hidden Forces, please support the show by:

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Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io). Join the conversation on Facebook), Instagram), and Twitter) at @hiddenforcespod Follow Demetri on Twitter at @Kofinas) Episode Recorded on 06/23/2025