Iran Update: The Strait of Hormuz Crisis and the Future of War

As we enter the second month of war in the Middle East, bombs continue to fly, and the closure of the Strait of Hormuz threatens a global crisis. On this episode of Talking Geopolitics, GPF Chairman George Friedman joins host Christian Smith to discuss the military pressures facing Washington and Tehran, the expanding scope of the conflict, and what it can tell us about the future of war. Visit http://www.geopoliticalfutures.com/gpf-newsletter for a free download from our Special Collection on the Middle East.

With the long-awaited meeting between Donald Trump and Chinese President Xi Jinping delayed until May, all eyes are on the two giants and the long shadow they cast on the Iran war and the world at large. On this episode of Talking Geopolitics, GPF Chairman George Friedman joins host Christian Smith to discuss China's strategic restraint in the Middle East, economic fragility and rapprochement with the US, and the importance of Taiwan. Visit http://www.geopoliticalfutures.com for world-class geopolitical analysis and discussion.

The US-Israeli war with Iran has no end in sight as strikes on both sides continue. With Iran's capitulation failing to materialize and the IRGC's true strength revealed, the conflict is in a state of evolution. On this episode of Talking Geopolitics, GPF Chairman George Friedman joins host Christian Smith to discuss shifting US war aims, the rising price of oil as the Strait of Hormuz remains a critical chokepoint, and just how long this all might last. Visit http://www.geopoliticalfutures.com for world-class geopolitical analysis and discussion, and to access our full 2026 Forecast: Re-anchoring the World.

As war rages in the Middle East, the future of Iran remains an open question. The same can be said for Lebanon, where exchanges of fire between Hezbollah and Israel have been taking place for more than a week. On this episode of Talking Geopolitics, host Christian Smith is joined by Senior Analyst Hilal Khashan for a ground-level perspective on the escalating conflict in Lebanon, and to explore the broader regional impacts of the Iran war. Visit http://www.geopoliticalfutures.com for world-class geopolitical analysis and discussion, and to access our full 2026 Forecast: Re-anchoring the World.

The ongoing US-Israeli strikes on Iran, which began over the weekend, come after a protracted period of tension, negotiations and military build-up. Tehran has now said it will attack U.S. assets in the region in response to the U.S. and Israeli strikes, which killed several top Iranian officials and Supreme Leader Ayatollah Ali Khamenei.  So why, in a world where the U.S. is trying to withdraw from anything outside the Western Hemisphere, does the U.S. still care about Iran? Talking Geopolitics host Christian Smith is joined by GPF Chairman George Friedman to discuss how we got here, intelligence failures, and the future of the Iranian regime, which could look quite different or remain just a new version of the same. Visit www.geopoliticalfutures.com for world-class geopolitical analysis and discussion, and to access our full 2026 Forecast: Re-anchoring the World.

Americans are deeply divided, passions are running high, and many fear the Republic is failing. But is any of this actually new? In our recent ClubGPF live discussion, GPF Chairman George Friedman revisited his book The Storm Before the Calm to explain where we are in America's recurring 80-year institutional cycle. Drawing parallels to the Revolution, the Civil War, and the Great Depression, George shows that the current crisis is the least threatening of the four great institutional upheavals in American history. To learn more about ClubGPF, including more free audio and video clips, go to https://geopoliticalfutures.com/join-clubgpf-bundle/.

Following the 2026 Munich Security Conference, the transatlantic alliance appears to be at a crossroads. With the Russian threat failing to manifest and the U.S. shifting its strategic focus, is the "divorce" between these old allies inevitable, or is it a necessary evolution? In this episode of Talking Geopolitics, host Christian Smith is joined by GPF Chairman George Friedman to examine why the U.S. views European reliance as exploitation rather than obligation, and to explore whether Europe can finally overcome its fragmented history to build a unified defense capability. Visit http://www.geopoliticalfutures.com for world-class geopolitical analysis and discussion, and to access our full 2026 Forecast: Re-anchoring the World.

At January's World Economic Forum in Davos, Canadian Prime Minister Mark Carney argued that the old world order is not coming back. He went on to say that we are now in an era of great power rivalry, and that middle powers, like Canada, should come together to counter the rise of great powers. So what could the new order look like, and just how much influence can middle powers wield compared to the U.S. and China? They may be smaller by GDP standards but they are not without importance geopolitically.   In this episode of Talking Geopolitics, host Christian Smith is joined by GPF Chairman George Friedman to discuss it all, to examine why the U.S. and Canada can't just decouple from one another, and what will happen to Cuba now that it has reached a tipping point in its economy and its defense. Visit www.geopoliticalfutures.com for world-class geopolitical analysis and discussion and to access our full 2026 Forecast: Re-anchoring the World.

This week, leaders from Russia, Ukraine and the United States will meet in Abu Dhabi for another round of peace talks aimed at ending the war in Ukraine; a conflict which has continued for four years this month. After so much fighting, what does Russia still hope to get out of negotiations, and is it willing to concede after not reaching its goals? Russia's economy has suffered immensely as a result of the war and by several measures simply can no longer be considered a major power on the world stage. To discuss the upcoming negotiations, where Europe stands on it all and how parallels can also be drawn between the current conflict and the Vietnam War, Talking Geopolitics host Christian Smith is joined by GPF Chairman George Friedman. Visit http://www.geopoliticalfutures.com for world-class geopolitical analysis and discussion and to access our full 2026 Forecast: Re-anchoring the World.

Earlier this month, Geopolitical Futures released its annual Forecast, which focuses on the most critical changes to the international order in the year to come. One of the featured predictions in this year's Forecast was on the shifting relationship between the United States and China. It is a relationship that GPF Chairman George Friedman believes will define the next generation of international relations. This week on Talking Geopolitics, George joined host Christian Smith to give a preview of this forecast, and we'll even dive into the perplexing logic of Donald Trump's will-he, won't-he attempt to take ownership of Greenland from Denmark, a NATO ally. Visit http://www.geopoliticalfutures.com for world-class geopolitical analysis and discussion.