
What began as a relentless U.S.-Israeli military assault on Iran has turned into a wider crisis as the disruption of the world’s oil markets spreads beyond the Middle East. Eric Schmitt, a national security correspondent for The New York Times, discusses what we know about the players involved in the fighting.
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Hey, I'm Tracy Mumford. There is a lot happening right now. The Headlines podcast from the New York Times will catch you up on the latest in 10 minutes or less. We'll take you inside breaking news and big investigations from the Times newsroom. Plus bring you the stories that make you go, huh, Whoa, I didn't know that. Listen to our show the Headlines every weekday morning wherever you get your podcasts. From the New York Times, I'm Michael Balbaro. This is the Daily over the past few days, what began as a relentless US Israeli military assault on Iran has drawn in at least 14 countries from Lebanon.
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I, with my family, lives in in
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a neighborhood just outside of Beirut. We are having to wake up in
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the middle of the night at 4am
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or 5am 6am hearing these missiles and bombs constantly hitting our neighborhoods and our people to the United Arab Emirates.
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We heard some explosions from the Interceptors and that's when we went with my family to the basement to get some
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shelter to Saudi Arabia.
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We were all on the plane. I came from Saudi Arabia. Everything was fine to go. They told us to get off.
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They said it wasn't safe to fly because of the missiles. So we all thought we were going to be stranded. As the conflict has transformed into a region wide crisis and now the impacts of that war are going global. A major shipping route for oil has effectively been shut down amid this war, sending shockwaves through the markets as the disruption of the world's market spreads from the Middle east to Europe, Asia and North America.
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The price of crude oil has risen above $100 a barrel as the Strait of Hormuz is effectively closed and Iranian fuel depots are battered today.
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Eric Schmidt on what we're learning about all the players involved in this conflict from a week of. It's Tuesday, march 10th. Eric, thank you for making time for us. We appreciate it.
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Sure, of course.
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So we wanted to speak with you one week or so into this war about what has been accomplished or has failed to be accomplished by all the major governments involved in this conflict. And the way I wanted to loosely organize our conversation was by starting off with what has been done to Iran by the US And Israel in the first half of this episode and then in the second half walk through what Iran in retaliation has done to the region and the world. If that makes sense to you.
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That makes a lot of sense.
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Okay. So with that blessing, we will proceed. We know quite well at this point that the United States objectives in this conflict have whipsawed, starting with the mission of getting rid of Iran's nuclear program. Then it became outright regime change. Then it was the US Being willing to work with regime insiders to this latest demand for President Trump for total regime surrender. So overall, a pretty incoherent set of messages. Given that, let's focus on what we know has actually happened, happened on the ground, the targets that the US And Israel have struck and what shape that has left the regime in. And I think we can get pretty detailed and specific here. So where do you want to start?
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Okay, so about 10 days into this military campaign, the Israeli and American militaries have struck more than 4,000 targets over this time period. Yeah. So this includes obviously the first day strike that killed the Supreme Leader. The main political goal, I think, of Israel and to some extent the United States. But from a military standpoint of these 4,000 targets, they've really focused heavily on eliminating Iran's air defenses. These are the surface to air missiles that could attack American bombers or Israeli jets, those kind of things. So they've gone after that to give the Israeli and American air forces freedom of movement in the skies. The other big targets include the ballistic missiles which actually go up into space and come back down again. They arc back down against the long range, very fast moving targets that cause a lot of damage. The other main focus has been to strike the Iranian navy. These are the ships and boats that can basically interfere with commerce in the Persian Gulf and elsewhere.
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Right.
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So the United States believes that they've sunk much of the Iranian navy and thus eliminating much of the threat, at least from their major navy vessels of commerce in the region.
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I've read something like 42 Iranian ships have been sunk.
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Yeah, the number keeps increasing because they've been focusing on that. The threat still remains from Iran's small boats, but the main navy strikes has been very important. And then lastly, the United States has tried to go after Iran's formidable drone program. The these are the same drones that Iran has manufactured and have been used by the Russians in Ukraine. These are formidable because as much as the United States has air defenses against these and a wide array of things from jamming to small weapons to actually counter drone drones, if you will. They have so many of these drones, the defenses just can't be everywhere at once. So how does this all add up? After about 10 days of war from both the Israeli and and the American air forces, the Pentagon basically believes that they've reduced the number of missiles being fired by Iran by about 90% on the first day. Huh. And the number of drones being fired by about 83%.
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Very meaningful.
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Pretty significant. But in confidential briefings to Congress late last week, Pentagon officials told lawmakers that the Iranians still have as much as 50% of their overall missile fleet still intact. Now, that's getting hammered away every day. So by now it's probably chipped down a little bit more low that. But more important is the drones are probably even more than that. They can still manufacture these drones at this point. They still have huge stockpiles of these. So even though the United States and Israel pose significant damage on these stockpiles, the Iranians still have a fair amount left. And that's the race that we're in here.
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And Eric, when you say race, just help me understand what you mean there. Race between what?
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So the race here, Michael, is between Iran's ability to fire off as many of these missiles and drones as possible, to inflict as much pain as possible. Physical pain, economic pain, political pain, versus the United States and Israel's ability to knock out that ability to fight back. That's the race that's underway. How quickly can the Iranians fire enough of this stuff off to really increase the pain to its maximum point? And how quickly can the US And Israel suppress that Iranian ability?
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Got it. And presumably the US has enough munitions to go longer than Iran.
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Well, the munitions has been a key question because some kinds of munitions are in shorter supply than others. This was very important at the beginning of the war because the United States was having to use very expensive, what they call standoff weapons, that is expensive missiles that, that they can fire from outside of the range of Iranian air defenses. We've now shifted into a different phase of the air campaign. With most of these air defenses destroyed or degraded, the US now can come in and drop other kinds of bombs, satellite and laser guided bombs that are much more plentiful and cheaper and that are much greater stores. What's in short supply is what's on the ground. However, the interceptors, these are specially made missiles that are meant to prot against those ballistic missiles and other cruise missiles that we talked about earlier that Iran is firing. That's what's in short supply. The US Military says it has enough to protect its bases, but many of the Gulf countries are finding they don't have enough to protect their own populations. And they're pressing the United States and other countries to see if they can provide more on an emergency basis.
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A lot of what we've been talking about so far, Eric, are the military targets of Iran and the United States. But there are additional targets that are a little more ambiguous. And I'm thinking about over the past couple of days, strikes on something like 30 Iranian oil depots. And I want to understand whether that should be seen as a military target or is it more civilian infrastructure targeted and what the rationale is.
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Yeah, no, you put your finger on a very important point, Michael, because this is has highlighted one of the rare early divisions in the war between Israel and the United States. Israel struck these oil depots because these are important to fueling the Iranian war machine. This oil is being used for that purpose. And so they want to take out that ability to do so. And they warned the Americans that they were going to do this. And the Americans were okay with that. What they didn't know was Israel was going to blow up 30 of these things and create this horrific image of black billowing smoke and oil depots blowing up at a time when oil, oil prices are spiking and underscoring one of the big concerns that President Trump has. And so the Americans made their objections known yesterday very clearly. And apparently President Trump was quite upset and made his objections known. So the Americans were okay to a point with the Israelis taking out what they consider military targets, but they felt Israel overdid it and basically created a problem, not just an optics problem for the United States, but a real economic problem. It just kind of helps drive up these oil price concerns.
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So when the targets have been military in nature, the US Israeli strategy so far seems like it has been pretty effective. Where the targets have veered into more civilian infrastructure, there has been conflict and controversy around it. I'm curious how we should think overall, 10 days in, about whether these U.S. israel attacks have been precise and if this is the right word to use here, moral.
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Well, clearly you've got more than a thousand people killed on the ground in Iran. So some of these strikes, they, maybe they've achieved both. Maybe they've struck a military target, but they've also killed civilians in the process. The biggest example of this was a strike against an Iranian naval base. And next to the base is an elementary school where 175 people were killed. Now, this investigation, which the United States military says it's conducting and ongoing, is focused on how did this happen? Was this a bomb that went astray? Was this just bad targeting information that they had? Because this school actually several years ago was part of this naval base. And then some time ago it was split off and it just became an
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elementary school, which the US May not have known.
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Exactly. And this sadly has happened before, but should have. They should have known this as they check these things, because it's very clear as they look at the satellite imagery, they look at other things. There are school kids out, you know, running around in fields and things like that. And there's a fence that now separates the base, which was attacked, and this school, which is just, you know, a couple hundred yards away from it. So, you know, you could see, sadly, how this thing might have happened.
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All told, Eric, how many Iranian civilians have been killed? As far as we know, I believe Iran's envoy to the UN has said 1,300 Iranian civilians have been killed. I'm sure all these numbers will be disputed throughout the conflict. But do we have a sense of the number of Iranian civilians killed?
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Yeah, those are the kind of estimates that certainly we at the New York Times are using. The United States has not come up with a formal estimate yet as to civilian casualties on the ground. The military makes a point to say because of the precision weapons they're using, they do all they can to avoid putting civilians at risk and to minimize the danger of civilian casualties. But, you know, in any kind of war, any kind of conflict, this is going to happen.
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If this was a mistake, is it a war crime? Or if it's a mistake, it's just a mistake.
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Sadly, it's more probably in the category of it's a mistake. War crime would be something that would obviously deliberate some kind of target that you knew had, in this case, women and children, and that would be something much more serious. I think, in this case, at least, if it's similar to the cases of civilian casualties and incidents that I've reported on the past and other conflict zones, it's somebody screwed up.
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So despite all of the damage that the US And Israel have inflicted primarily on Iran's military and the government, what seems very clear at this moment is that the onslaught has failed to topple the regime. One of the stated goals of this mission, even though it has changed many times, was to topple the regime. And yet a new supreme leader has been appointed, and it does not appear that the regime is in any great jeopardy of collapsing. Correct?
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That's right. And in fact, not only that, but it looks like the United States knew this, or at least the intelligence services of the United States knew this, even going into this fight, because they basically assessed going into this war that any kind of military operation, short of some kind of land invasion, which has never been envisioned here, but any kind of major air campaign like we're seeing now would fail. To dislodge the theocracy that runs Iran today. It's just too entrenched. They've thought about this for years and years of how to survive, and they expected this kind of attack. And at that day has come now, and now we're kind of seeing the strategy that they have been thinking about for decades.
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Just to be clear, you're saying that the United States assessed that the campaign that it's now waging against Iran was unlikely to do the thing that we have articulated as our goal for this conflict?
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That's right. In a confidential assessment by the National Intelligence Council, which is a combination of the various intelligence agencies, that was their assessment going into this war. And there are basically no examples going through recent, certainly recent military history of an air campaign alone toppling a government. You almost have to have some type of force that goes in on the ground, or you have to stir the population itself to take up arms and throw off whatever's left of the former government, such as it is. But by itself, this assessment concluded it's not going to get rid of this government that the president said he wanted to do.
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Fascinating, Eric, to the point of that assessment and its determination that the regime would be very hard to topple, what should we make of the choice of a new supreme leader, the son of the previous ayatollah? Is there any reason to think that he's going to change the direction of the regime?
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What do we know in one word? No. Muenei is a hardliner, perhaps even more so than his father. He's very close to the Islamic Revolutionary Guard Corps, which is the parallel security structure that operates in Iran. And it shows the influence that the irgc, this Revolutionary Guard Court, still has, not only on the military level, as they continue to fire the missiles and drones we talked about, but also at the political level in choosing the next ruler here. And if anything, this is the most defiant choice that the Iranians could have come up with. This is a ruler that the president and other American officials have said they don't think. They don't have a lot of confidence they can work with. They had other people in mind who obviously wouldn't necessarily be compliant with everything, but they thought they might be more pragmatic, that could work with the United States and work with the West.
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Right. But others who turned out died.
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Yeah, they either died or they got sidelined. But this was a kind of a model that the United States and the Trump administration thought they could adapt from Venezuela, where they obviously went in and seized the dictator, Nicolas Maduro and installed his vice president, Delsey Rodriguez, who's been so far working very closely with the Trump administration there. Now, Iran is a very different place than Venezuela, and the regime much more entrenched in both the political, military, and economic interests of the country. So it may have been misguided to think along these lines, but that seems to be what influenced the administration as it thought about, about these things. Now, the Iranians have come back with, again, the most hardline, kind of defiant choice that you could have picked.
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So this appointment, along with what you described as the regime's remaining munitions, which are meaningful, should deepen our sense of the regime's permanence or its unlikeliness to fall. That just does not seem very plausible at the moment.
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Yeah, I would use the word resilience rather than permanence because you never know. But this shows the resilience of this regime, even in its battered state, that so long as it can hold on, it wins. That's basically what it amounts to for them.
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And at this stage, it seems less and less likely that the Iranian people are going to be rising up. And no doubt things like the strike on the elementary school and the strike on these oil depots, those may not inspire the Iranian civilian population to see the US Or Israel, especially, as their allies or their liberators.
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I think that's right. And you certainly haven't seen, as President Trump urged, you haven't seen protesters rise up against this government. You haven't seen military officials defect, as he called on them to do. You haven't seen any signs of rebellion or insurgencies in any part of the country that would divert Iranian attention. I think what you've seen, as you said, on the contrary, other incidents that might actually galvanize the regime's supporters, and now they'll rally behind this new younger leader for the fight as long as it takes against the United States and Israel.
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Okay. Well, Eric, when we come back, we're going to talk about the pain that Iran has inflicted across the region and in a very real sense, across the world in its response. We'll be right back. This is AG Sulzberger. I'm the publisher of the New York Times. I oversee our news operations and our business. But I'm also a former reporter who has watched with a lot of alarm as our profession has shrunk and shrunk in recent years. Normally in these ads, we talk about the importance of subscribing to the Times. I'm here today with a different message. I'm encouraging you to Support any news organization that's dedicated to original reporting. If that's your local newspaper, terrific. Local newspapers in particular need your support. If that's another national newspaper, that's great, too. And if it's the New York Times, we'll use that money to send reporters out to find the facts and context that you'll never get from AI. That's it. Not asking you to click on any link, just subscribe to a real news organization with real journalists doing firsthand fact based reporting. And if you already do, thank you. So, Eric, help us understand Iran's military response so far, which has wreaked all kind of havoc, as we've hinted at, across the region and the world because of spiking oil prices. And I'd say to the untrained eye, some elements of Iran's retaliation seemed carefully planned. Others seemed like wild firing in every possible direction.
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That's right. I think this is all part of their strategy to focus first of all on unleashing its arsenal of missiles and drones and any other weaponry, first and foremost at the United States bases around the region, all within missile range of Iran, as is Israel. You're also seeing Iran wanting to widen this conflict, to internationalize this conflict, to inflict as much pain on as many, act as possible. That's why you're seeing not only strikes against American military bases in these countries, but against civilian infrastructure across the Gulf region. For instance, in the United Arab Emirates, in Kuwait, in Qatar, in Bahrain. You're seeing attacks on oil infrastructure. You're seeing attacks on airports, you're seeing attacks on hotels. You're seeing a wide range of strikes to as far away as striking the island of Cyprus and missile strike launched toward Turkey, a NATO ally that was knocked down. The idea here that the Iranians have is to inflict as much pain, to bring as much pressure on the United States and Israel to wrap up this campaign as quickly as possible.
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Well, just explain the idea that these seemingly at times indiscriminate, but obviously sometimes not at all indiscriminate, targeting of embassies, consulates, office buildings, high rises across the whole region, how that brings pressure to bear on the United States to end the war.
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Well, in a very concrete way, you look at the example of the drone strike on the port in Kuwait on March 1 that killed six US service members and wounded several others. Now you've got Americans coming back in caskets where the president over the weekend had greeted the remains at Dover Air Force Base. So a very somber scene there of American casualties once again coming out of the Middle East. But you also see, as you said, in this kind of scattershot approach, wanting to create as much economic and political uncertainty as possible. You have countries in the region shutting down their airports because you basically can't guarantee the safety of commercial air traffic. You have oil tankers and other commercial tankers holding up inside and outside the Strait of Hormuz, this narrow stretch of water that's a key gateway in and out of the Persian Gulf for all this commerce. So you have the actual physical pain of casualties, you have the economic pain, and you're now forcing the hand of these various governments in the Gulf to do something. They've wanted to stay on the sidelines for the most part, publicly saying they do not want a war in their region. They would much rather have a diplomatic solution. But now their countries and their populations are coming under attack. And it's not just the Gulf countries, it's countries in Europe who have sizable populations in the region. France, England, these kind of countries, which had said they would not participate in any kind of offensive action against Iran, are now in the position of having to help protect their civilians that are living in these countries.
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So the strategy, quite clearly, you're saying, is for Iran to, in a very real sense, drag as many countries as possible into the conflict, even drag Europe into the conflict, so that all these countries are placing phone calls or communiques to Washington and saying to President Trump, let's be honest, you're the one who can pull the plug here. And so, given all the pain that we're experiencing here, we're asking you to do that. Wrap this up. Is it working as a strategy?
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Well, the Iranians have a code name for this. They call it Operation Madman.
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Well, who's the madman in that?
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They try to present themselves as a madman and basically saying, you've got to do something here. Now, there are analysts who are saying this is actually backfiring on their regime in Tehran, because look what's happened. You have all these countries that were originally sitting on the sidelines, and now, very reluctantly, they're basically saying, okay, we're not only going to allow American planes to use our bases in a broader sense. In the case of Britain, which had very briefly denied us access to planes, right? But they're basically coming in saying, okay, we're going to bring more forces in, and if need be, we may actually attack Iran. There's some reports that some of the Gulf nations are considering taking strikes of their own to basically show their domestic populations we're gonna Stand up for you and protect you.
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Well, you're saying the flip side of regionalizing the war, the Iranian strategy, is that the region might bring the war right back to Iran. But I do wanna fact check you for a minute on this. To what extent are the Gulf countries. I'm thinking of the uae, Qatar, Bahrain, or Europe for that matter, our defined allies in a military sense, are they actually joining the offensive effort rather than just defending their interests?
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No, and it's a good point. But rather than sitting on the side and sitting on their hands and being ne, they're now weighing in, at least in a defensive way and bringing defensive assets, air defenses, other planes and ships that can help protect their forces. This takes some of the burden off the United States and Israel to do some of the same. If you have these kind of allies bringing their troops and assets into the region to do what was up until at least a few days ago, was left solely up to the United States and Israel to do for themselves.
A
Eric, in the first half of our conversation, you brought up the metaphor of race, the race between the munitions that Iran has left to fight back and that the US Israel have to degrade Iran's military. It seems like there's a second race happening here, which is the region's tolerance for pain and its intolerance for pain, and therefore its determination to collectively enter the war and perhaps make Iran's life really miserable. And it feels like a huge pain. Point in this second race is oil.
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It is. You have obviously the physical pain of your civilians being under attack. But as you point out economically now, as oil prices are driven up by this tremendous attack and all this uncertainty now, all these costs are suddenly being passed along to countries in the region and their populations, and suddenly prices are going to be skyrocketing globally. So here again, how much pain now can the United States and Israel, along with their nominal allies in this, how long can they take? How much will they accept? So if the point is to apply pressure to President Trump, we're seeing it right now, this week. And as we see oil prices skyrocketing above $100 a barrel, and the Pentagon talking about this lasting for weeks before they achieve their military objectives, this suddenly is starting to feel very painful for American consumers who are already concerned inflationary effects in this country.
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And it's worth noting that Iranian leaders are talking about this openly. They are saying, if you think oil prices are high now because of this war, you just wait and see. They're gonna go higher and higher and they're almost Goading President Trump at this point on the subject of oil.
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That's right. They're almost daring him to continue these attacks. And if it means four and five dollar a gallon price at the pump for American citizens, all the better for the Iranian government.
A
One thing we haven't yet touched on, Eric, is whether Iran has any allies in this conflict. Iran is one of the loneliest countries, frankly, in the world, but it has long maintained a strong relationship with Russia. And Russia has been kind of happy to advertise the fact that it's working with Iran in this conflict. But how meaningful is that help and, and how meaningful a threat is it to the US To Israel and their allies in the region?
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Well, we saw some reporting last week, for instance, that the Russians are providing intelligence to the Iranians, targeting intelligence to let them know the location of American vessels and troops in the region. Now, Russia has provided information like this and intelligence like this for the Iranians for many years. Obviously, being in a war makes it a little bit different. But the military and intelligence officials I talk to, while generally concerned overall about this, their hair wasn't on fire about this, isn't going to change the nature of the war. And the fact that the Iranians are under such pressure also made it unlikely they'd be able to utilize this Russian intelligence in any way. But Russia is turning out to be one of the great beneficiaries of this war. Vladimir Putin is sitting fat and happy in Moscow watching that global price of oil go up. And for Russian oil, that means more money in his coffers. Fascinating as he spreads it around.
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Well, and perhaps more money for the Russian war in Ukraine. So quite perversely, if you're the United States, this war may subsidize Russia's war in Ukraine.
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That's right. And then, as you mentioned, Ukraine, this is also going to put more pressure on not only the United States, but European governments who are supplying weapons to Ukraine, some of the very weapons that they're now going to want to hold on to, to be able to use in the Gulf, some of these interceptors, for instance, against missiles which Russia has used so lethally against Ukrainian cities in the last several weeks and months. So Russia is coming out looking like a winner in this war so far.
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Right. Wars have many unintended consequences. So here's where we are. A week or so into this war, the regime isn't going anywhere. Trump wants a total surrender, and that seems to be a conflict that's not gonna be resolved anytime soon. Those two Poles. And so unless the madman strategy that Iran has laid out inflicts so much pain that the president pulls the plug on this operation. We are looking at a conflict that is probably going to be lasting many, many more weeks.
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Well, it could. You're dealing with a very mercurial president, Mr. Trump. He could decide and declare tomorrow it doesn't look very likely that he has achieved his war goals. This is what Israel's actually very concerned about. That Trump, because of these domestic pressures, because of the pressures coming from regional allies, will cut the war of where the Israeli military wants to be in terms of degrading and destroying Iran's capability and its missile capability and also the remnants of its nuclear program. So again, we're back to this concept of a race here. How much pressure can the Iranians stand? How much pressure can the Americans and specifically the Trump administration stand at this point? But the costs on both sides are going to be going up.
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I just want to end, Eric, by summoning your experience covering so many wars over the past 30 or something years, including the first war in Iraq, the second war in Iraq, the war in Afghanistan, to name a few. And these conflicts range from very limited wars, wars that take a week or two have very clear goals, to the forever wars with much muddier objectives and stunningly long time horizons. So far, if this doesn't seem like an unfair question, where does this seven, eight day long war so far stand alongside those conflicts you've covered?
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I think I go back to the first war I covered, the first Gulf War, 1991, where the air campaign lasted about 44 days. That's roughly six weeks or so. And that was the precursor to a land invasion. What we are not seeing here, however, is any sign of a major ground force that would go in. Yes, the president has talked about possibly sending in some special operations commandos to deal with certain targets, including the remnants of a nuclear program. But we're not seeing the marshaling of vast armies ready to go on and take over this country. 90 million people, a much more challenging task, almost impossible to think of from the commanders I talked to. So I think it's probably erring more on the side right now of a limited air war, limited in the sense of maybe weeks rather than months. But it's very hard to tell with most of these wars. The United States has gotten into them not always with the clearest objectives or not understanding the dynamics on the ground and how they can shift underneath you and change the dynamics. That's certainly what happened with George W. Bush in Iraq. And if you remember he declared a mission accomplished very quickly. And before you know it, we're a decade into a campaign. It cost many lives and nearly a trillion dollars in American treasure. But I think what strikes me most having covering conflicts over the last nearly four decades is this president feel so emboldened to use the American military in a way to solve foreign policy conflicts. It's much different, I think, than any of his predecessors. He's coming off of a high of last June of striking and a limited strike against Iran's three major nuclear facilities. A very successful but very limited mission. The second key accomplishment he's made in a military sense is again the capture of Venezuelan President Nicolas Maduro. Now, the Venezuela story still has a lot to play out, but I think those conflicts and some other smaller ones that he's engaged in around the world has really emboldened the President. I think he can take on pretty much any conflict in the military, has come through for him in a successful way, made him look good, made the American military look good, and it's led him to talk about the military in these kind of World War II ways that he talks, this bravado that he and Defense Secretary Pete Hegseth like to talk about things.
A
Maximum lethality, not tepid, legality, violent effect, not politically correct.
B
We're gonna raise up warriors. He seems to revel in the violence of war to an extent. I've never heard a defense secretary talk about this.
A
Only the United States of America could lead this, only us. But when you add the Israeli Defense Forces, a devastatingly capable force, the combination is sheer destruction for our radical Islamist Iranian adversaries.
B
He talked about the Iranians.
A
They are toast and they know it. Or at least soon enough they will know it.
B
We are punching them while they're down,
A
which is exactly how it should be.
B
I mean, these are all kind of phrases, you know, that, you know, they're trying to deflect the ugliness of conflict and underscore kind of the glorification of their victory so far. Without really addressing some of the harder subjects, like, where does this all end? You know, that's the question we still haven't heard from Trump. We don't know what the ultimate endgame here is.
A
And what does that tell you or what should that tell us about the nature of his conflict and the people who are behind it?
B
Well, certainly it talks about at the senior most levels, at least at the civilian ranks of the Pentagon, they're all in on this fight. That seems to be the atmosphere that's cresting at the Pentagon and to some extent at the White House, at least it was going into this conflict. Now, again, maybe 10 days after, some of the reality is starting to sink in that this is not going to be as easy as they thought it might have been. And that in the end may leave a very different military legacy for the president than I think he first envisioned when he ordered this attack.
A
Well, Eric, thank you very much. We appreciate it.
B
Thank you.
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On Monday afternoon, President Trump sent his latest conflicting messages about the duration of the war. In an interview with cbs, he said that the conflict could be nearing an end. That remark sent the price of oil plunging. But shortly after, Trump told lawmakers in Florida that his timetable for ending the conflict was open ended.
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We've already won in many ways, but
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we haven't won enough. We go forward more determined than ever
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to achieve ultimate victory that will end this long running danger once and for all. 47 years.
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We'll be right back. Here's what else you need to know today. On Monday, the AI company Anthropic sued the Department of Defense, saying that the government's punishment of the company exceeded its legal authority. The Defense Department labeled Anthropic a supply chain risk and cut off its access to the military after Anthropic disagreed with how the Defense Department should use AI. In its lawsuit, Anthropic accused the government of trying to penalize the company for simply expressing its views. And both defendants have admitted that they acted on Saturday because of isis. Federal prosecution Prosecutors have charged two men with attempting to support the Islamic State after they tried to detonate two explosive devices near the official residence of New York City's Mayor Zoran Mandani. Police said that one of the men, Ibrahim Kayumi, declared his allegiance to ISIS after his arrest. As Kayumi was being placed into an NYPD vehicle following his arrest, a policeman person in the crowd asked why he had done this. Kayumi responded with isis. Neither of the explosive devices detonated and no one was injured. But one of the devices tested positive for a highly volatile material used in numerous terrorist attacks over the past decade. Today's episode was produced produced by Eric Krupke, Rochelle Banja and Mary Wilson. It was edited by Paige Cowan and Liz o'. Ballin. Contains music by Marion Lozano and Dan Powell. Our theme music is by Wonderly. This episode was engineered by Alyssa Moxley. That's it for the Daily. I'm Michael Balvara. See you tomorrow. Gustavo Dudamel's inaugural season as music and artistic director of the New York Philharmonic begins this fall, kicking off a vibrant new era for the orchestra and for culture in New York City. From groundbreaking premieres to expansive explorations of beloved repertoire, the 202627 season will showcase the tremendous range of Gustavo's artistry and feature star collaborations with Lang Lang, Yo Yo Ma, Marina Abramovich and many more.
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Podcast Summary: The Daily – "What We’ve Learned From 10 Days of War"
Date: March 10, 2026
Host: Michael Barbaro
Guest: Eric Schmitt (NYT National Security Correspondent)
In this episode, host Michael Barbaro and reporter Eric Schmitt provide an in-depth analysis of the first 10 days of the US-Israeli war against Iran, assessing what each side has achieved or failed to achieve. The conversation is split into two main themes: what damage the US and Israel have inflicted on Iran and what Iran, in retaliation, has inflicted upon the region and the world. The episode addresses evolving strategic objectives, the realities on the ground, civilian casualties, regional escalation, and the global ripple effects—especially in oil markets and geopolitics.
Shifting Objectives
Targets and Impact
Weapons: Munitions Shortages
Civilian Casualties and Target Controversies
No Collapse, Despite Intensive Bombing
Public Response
“Operation Madman”
Intended Effects: Globalizing the Pain
Economic Turmoil
Allies & Regional Dynamics
Iran is largely isolated, but Russia is providing intelligence and reaping economic windfalls from high oil prices.
Regional countries and Europe have shifted to defensive postures, but mostly avoid offensive participation so far.
Military Race:
Political/Economic Race:
On Bombing Oil Depots:
Eric Schmitt (09:07):
"What they didn't know was Israel was going to blow up 30 of these things and create this horrific image of black billowing smoke and oil depots blowing up at a time when oil, oil prices are spiking..."
On Civilian Tragedies:
Eric Schmitt (10:47):
"The biggest example of this was a strike against an Iranian naval base. And next to the base is an elementary school where 175 people were killed."
On Iranian Strategy:
Eric Schmitt (25:13):
"The Iranians have a code name for this. They call it Operation Madman...They try to present themselves as a madman and basically saying, you've got to do something here."
On the Nature of This War:
Eric Schmitt (32:55):
"I think I go back to the first war I covered, the first Gulf War, 1991, where the air campaign lasted about 44 days...What we are not seeing here is any sign of a major ground force that would go in."
On Trump Administration’s Approach:
Michael Barbaro quoting Defense Secretary Pete Hegseth (35:18):
"Maximum lethality, not tepid, legality, violent effect, not politically correct."
Trump (35:52):
"They are toast and they know it. Or at least soon enough they will know it."
On Endgame Uncertainty:
Eric Schmitt (36:02):
"They're trying to deflect the ugliness of conflict and underscore kind of the glorification of their victory so far. Without really addressing some of the harder subjects, like, where does this all end?"
The episode provides sobering clarity on:
Despite massive bombardment, Iran’s government and military capacities remain—while its “Madman” retaliation threatens to pull the region and world economy deeper into crisis, even as the US and Israel try to degrade Iran’s capabilities. The ultimate endgame—and whether President Trump will declare victory, escalate, or withdraw—is still uncertain.
For listeners who missed the episode, this summary covers all substantive discussion, core analyses, and the urgent, uneasy tone of The Daily’s reporters as the war enters a perilous second week.