Why is Iran Bombing Gulf States While Avoiding US Naval Assets and Israel? (2026)

The ongoing tensions between Iran and the United States have sparked a series of strategic maneuvers that have left many analysts intrigued. Iran's recent decision to bomb Gulf states while avoiding US naval assets and Israel has raised questions about the underlying motives and potential implications. This article delves into the complexities of this situation, offering a unique perspective on the matter.

A Strategic Avoidance

One of the most intriguing aspects of Iran's strategy is its deliberate avoidance of US naval assets and Israel. Military analysts, such as retired Lebanese Brigadier General Elias Hanna, argue that targeting US naval assets would invite a devastating response from the United States. The protection and sophisticated air defense systems of these assets make them a formidable target. This strategic decision suggests a calculated approach, where Iran aims to pressure the US without escalating the conflict to a level that could lead to a direct confrontation with the US military.

Political and Legal Considerations

Atifeh Taghiani, a professor of political science at the University of Tehran, offers an alternative perspective. She suggests that the US is using Gulf countries, particularly Kuwait, as a platform to target Iranian civilian infrastructure. During the initial rounds of the US-Israel war on Iran, Iranian officials justified attacks on Gulf states by claiming that US operations were launched from military bases on their territory. While this narrative has strained relations with neighboring countries, it also highlights the complex legal and political dynamics at play. Taghiani emphasizes that international law grants Iran the right to retaliate against any country from which attacks are launched, implying that US naval vessels are deliberately targeting Iranian civilian infrastructure to deepen hostility and hinder Iranian responses.

However, not all experts share this view. Abdullah al-Shayji, a professor of political science at Kuwait University, dismisses the Iranian academic's remarks as recycled propaganda. He argues that claims of US attacks originating from Gulf states are no longer realistic, given that the strikes originate from US aircraft carriers positioned within a short distance from the Iranian coast. Al-Shayji also points out that Gulf states had agreed with the US that American forces would remain strictly for defensive purposes and had informed Tehran of their territories' non-involvement in launching attacks against Iran. The lack of evidence supporting Iranian claims further strengthens al-Shayji's argument.

A Failed Strategy and Escalation Risks

Al-Shayji believes that Iran's continued attacks on Gulf states, particularly water desalination facilities during the summer, reflect a failed strategy. By targeting civilian infrastructure, Iran risks making life harder for its own citizens, especially in countries like Kuwait, where the population heavily relies on desalinated water. This approach not only violates international law but also erodes Iran's credibility and further isolates it politically. Al-Shayji suggests that Gulf states should develop a new regional security framework, as the current war has exposed the limitations of relying solely on US protection.

Avoiding Full-Scale War

Both sides, according to assistant professor Abdullah Bandar al-Otaibi, are selective in their choice of targets, indicating a desire to avoid a full-scale war. Iran's reluctance to target US refueling aircraft operating from Israel's Ben Gurion Airport further supports this notion. Al-Otaibi suggests that Iran's strategy is to pressure the US through the Gulf, despite its limited effectiveness, as it believes the Gulf states are unlikely to enter the war. However, the situation could escalate if Iranian attacks result in significant civilian casualties in Gulf states, as Tehran aims to impose a one-sided deterrence equation.

The Strait of Hormuz and Regional Dynamics

The Strait of Hormuz is a critical strategic point in this conflict. Al-Otaibi argues that Washington's focus on this strait aims to turn it from a strategic pressure card in Iran's hands into a political liability. By preventing Iran from establishing full control over the strait, the US can increase the economic burden on Iran while maintaining a degree of control over the region's strategic interests. The recent Iranian attack on Oman, just one day after Foreign Minister Abbas Araghchi's visit, highlights the failure of Iranian-Omani negotiations and Tehran's desire for full control over the strait.

The Houthi Factor and Regional Balance

The Iran-aligned Houthis in Yemen have so far avoided direct confrontation with the US, seeking to prevent the losses suffered by Hezbollah in Lebanon and Iran-aligned factions in Iraq. This strategic decision has increased the pressure on Tehran, as it navigates a delicate balance between domestic public opinion and regional stability. The Houthis' reluctance to engage in the conflict suggests a calculated approach to avoid further escalation and maintain a degree of regional influence.

In conclusion, the Iran-US tensions and their impact on Gulf states and the broader region are complex and multifaceted. Iran's strategic maneuvers, legal considerations, and regional dynamics all play a role in shaping the conflict. As the situation continues to evolve, it is crucial to analyze these factors to understand the potential implications and the path toward a more stable and peaceful resolution.

Why is Iran Bombing Gulf States While Avoiding US Naval Assets and Israel? (2026)

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