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Why the US and Iran Are at War in 2026

Katy & TheoEpisode 4 of The Iran War7 min

The Iran WarEpisode 47 min · Katy & Theo
0:00-7:25

In the app you can ask Katy about anything mid-episode, then it picks back up.

Eight months, a dead Supreme Leader, a closed strait, and a president saying "no strike today."

Transcript

Katy

Four hundred and ninety-two ships. Sitting outside the Strait of Hormuz this morning, going nowhere. A hundred and seventy-eight of them just anchored off Dubai, waiting.

Theo

Waiting for what?

Katy

For someone to tell them it's safe. That's the Joint Maritime Information Center's own count, as of today, October twenty-fifth. And the question I want to answer is the one nobody says out loud: how did a war that was supposed to last a few weeks in February become... this?

Theo

Okay, start me at the beginning. Why are the US and Iran actually at war?

Katy

February twenty-eighth, twenty twenty-six. The US and Israel launch joint operations against Iran. Trump lists the objectives that same day: stop Iran getting a nuclear weapon, destroy its missiles, and, his words, "raze their missile industry to the ground." The Council on Foreign Relations adds the rest of the stated goals: eliminate Iran's navy, cut off its proxies. He also called for regime change.

Theo

And the trigger? Something had to light the match.

Katy

Enrichment. Per CFR, Tehran would not accede to US demands to end all nuclear enrichment. That's the hinge. Remember the back-story: America left the nuclear deal in twenty eighteen, Iran blew past the limits, and in August twenty twenty-five Britain, France and Germany pulled the "snapback," reimposing old UN sanctions.

Theo

Hang on, though. Didn't Trump say in twenty twenty-five that Iran's nuclear sites were already "completely and totally obliterated"?

Katy

He did. And the Congressional Research Service notes, in a report dated October twentieth, that some members of Congress have raised exactly that question. Others say Iran was reconstituting. Both can be argued. What's not arguable is what happened next. On that first day, the strikes killed Iran's Supreme Leader. Ali Khamenei. Dead.

Theo

They killed Khamenei? That's... that's not a strike, that's a decapitation.

Katy

The Assembly of Experts appointed his son, Mojtaba Khamenei, to succeed him. And according to Foreign Affairs, Mojtaba promoted hawkish commanders and told them to prepare for "offensive operations against the enemy."

Theo

So the retaliation wasn't just at Israel.

Katy

No. Missiles and drones at US facilities in Bahrain, Jordan, Kuwait, Qatar and the UAE. At Israel. At Gulf airports and oil facilities. Israel pushed into southern Lebanon after Hezbollah fired rockets. Hundreds of thousands displaced. And Iran effectively closed the Strait of Hormuz, which triggered a global energy shock. The US answered with a naval blockade of Iranian ports.

Theo

A blockade. That's the bit people underestimate, right? That's a siege of a country of ninety million.

Katy

It's the economic spine of this war now. The Associated Press spoke to Tehran residents this week. Fereshteh Hajipour, thirty-five, mother of a toddler, stockpiling over-the-counter medicines and food, afraid of, quote, "possible war and bigger bombs." Medicine shortages, soaring inflation, trucks backed up at the land borders because the sea is closed.

Theo

And there was a ceasefire somewhere in there?

Katy

Pakistan-mediated, in the spring. The White House said on April eighth the operation had hit more than four hundred and fifty ballistic missile targets and about eight hundred drone targets. Then a June memorandum of understanding. Talks in April turned toward an interim deal, Reuters reported, but the nuclear gaps never closed. And the summer truce collapsed.

Theo

So what's the war right now? Today?

Katy

Mostly at sea, and mostly economic. Neither side has hit the other's territory much since summer. But Iran keeps targeting shipping. A gas tanker hit by an unknown projectile on October twenty-second, seven nautical miles off Limah, Oman. No casualties. Another attack the day before. Mines, drone overflights, ships being hailed and pushed onto a northern route Iran controls.

Theo

And the American version of that same water?

Katy

Totally different picture. CENTCOM said today that over ninety-five percent of ships cross safely, that they've helped more than three thousand merchant vessels in six months and helped Gulf partners export over one point five billion barrels since summer. Both things are true. Ninety-five percent is a great number, unless you're the five percent.

Theo

Okay, and the loop you opened. Why is everyone talking about this weekend specifically?

Katy

Because of November third. The US midterms. Trump posted Thursday accusing Iran of driving up oil prices before the vote, even making up "fake hits, mines and everything else." The Institute for the Study of War says, yes, Iran is attacking shipping partly to pressure him politically. Meanwhile The Hill reports CENTCOM has strike options ready, and the New York Times reports joint US-Israeli plans for after the midterms.

Theo

So both sides are waiting on an American election.

Katy

Trump said Saturday the US might do "another little Epic Fury," or might get a "big, beautiful" deal. Today he said there will not be a strike "today." Qatari mediators flew into Tehran. Iran's foreign minister, Abbas Araghchi, said renewed war would not change Iran's positions. Iran's parliament speaker called the war a "quagmire" Washington must extricate itself from.

Theo

Nobody can win and nobody can stop.

Katy

And one more thing. Friday, Director of National Intelligence Jay Clayton warned Iran has "substantially increased efforts to target US personnel" abroad, plots at "advanced stages." No targets named, no timing. The State Department has thinned staff at regional embassies.

Theo

What does this cost me, standing at a gas pump in Ohio?

Katy

A fifth of the world's seaborne oil moves through a channel narrower than most commutes. Traffic there is running in the single digits some days, against a baseline of a hundred and thirty-eight ships a day. That gap is your pump price, your airfare, your groceries.

Theo

And the thing that could end it is a conversation nobody's having.

Katy

They're having it. Through intermediaries, in Doha, in handoffs. Iran says the messages are still being passed. The analyst Danny Citrinowicz warns a third round could be the worst yet, Gulf energy plants, undersea internet cables, maybe ground assaults.

Theo

So it comes down to one man's decision after one election.

Katy

Four hundred and ninety-two ships are riding at anchor tonight, waiting to find out.

Sources

Katy and Theo researched this episode from these sources.

  1. Live Updates: Trump says he's weighing deal with Iran against action to "finish them off"
  2. Why Iran Escalates | Foreign Affairs
  3. Why a new round in the U.S.-Iran conflict could be the most devastating yet | CBC News
  4. U.S. Military Operations Against Iran’s Missile and Nuclear Programs
  5. Iran-US talks turn to interim deal amid rifts over nuclear work, Iranian sources say | Reuters
  6. Strait of Hormuz Crisis: Nearly 500 Vessels Delayed Amid Tanker Attack and Rising Maritime Threats
  7. Iran says messaging continues with the US, and other Mideast developments | AP News
  8. Conflict With Iran
  9. Iran's Nuclear Program: Tehran's Compliance with International Obligations
  10. More than 95% of ships navigate Strait of Hormuz safely despite Iranian 'aggression,' US military says
  11. Iran war live: Trump says ‘no strike today’; Qatar mediators visit Tehran | US-Israel war on Iran News | Al Jazeera
  12. CENTCOM reportedly has plans for Iran strikes: Will Trump approve them? | US-Israel war on Iran News | Al Jazeera