
The 2025 United States National Security Strategy (NSS) is centered on the "America First" principle and demands greater strategic autonomy from its European allies, whom President Donald Trump is pressing to take charge of their own defense on their continent. Washington would thus have its hands free to focus first on its domestic situation and on the American continent, infiltrated by China and Russia, and then on the Pacific Basin. To this end, it needs to reduce its involvement in the Middle East and keep it sustainably stable. For this purpose, the definitive neutralization of the threat from Iran and Hezbollah is essential. A weakened Iran would pave the way for an unprecedented expansion of the Abraham Accords to include Saudi Arabia and other Arab countries. The Abraham Accords Initiated during President Trump's first term, the Abraham Accords mark a break from the traditional "Land for Peace" diplomacy (or "a Palestinian State in the West Bank and Gaza for Peace"), in favor of a "Peace through Prosperity" approach, which means: prosperity instead of a State for the Palestinians. At the current stage, the Abraham Accords encompass Israel, the United Arab Emirates, Bahrain, Sudan, Morocco, and Kazakhstan. They aim to seal an Arab-Islamic-Israeli security bloc, or a "regional NATO", including Israel and the Arab countries, capable of self-regulating the Middle East and autonomously containing Iran. This would allow the United States to reduce its ground forces, save billions, while maintaining a moderating role in the region, to retreat to its "America First" priority, and to pivot toward Asia to counter China without leaving a security vacuum that Tehran or Moscow could fill. Still within the framework of this strategy, Turkey is an indispensable partner for Washington, serving as a vital counterweight against Iran and Russia, despite Ankara's ideological dimension and persistent tensions over the Kurdish issue. The blockade against Iran: a strategy of strangulation but with flaws Iran is in a situation of critical economic survival facing the American naval blockade established on April 13, 2026. This blockade does not stop at the Strait of Hormuz but extends to the Gulf of Oman, and prohibits oil tankers and other ships from anchoring at the ports of Jask and Chabahar, located outside the Persian Gulf. In principle, this paralyzes almost all of Iran's maritime imports and exports, especially oil. Faced with this naval blockade, Tehran can technically hold out for a few months thanks to revenues secured by the surge in oil barrel prices between February and mid-April 2026, which partially offset the drop in exported volumes. Iran's daily losses amount to approximately 435 million dollars. Tehran had anticipated this scenario by developing infrastructure to bypass the Strait of Hormuz, but their capacity remains largely insufficient. This involves the Caspian Sea, which offers a route to Russia and Kazakhstan, but supplies through this route remain marginal compared to national needs. Then there are the railways and roads connecting Iran to Turkey, Iraq, and Turkmenistan to import consumer goods and export non-oil products. These alternative routes absolutely cannot compensate for the Persian Gulf, through which 90% of Iranian oil transited before the crisis. Another strategy pursued by Tehran to break the blockade and bypass international sanctions is the "ghost fleet" (or dark fleet), which is the pillar of the regime's economic survival and the financing of its regional allies, notably Hezbollah. This is a vast clandestine network of 320 oil tankers on which Iran depends to export its crude. To escape international and American surveillance, the tankers of this dark fleet deploy sophisticated camouflage tactics by disabling their signaling systems to become "invisible" or by resorting to the falsification of their GPS geographic coordinates. The oil is then transferred on the high seas, via transshipment, to other tankers aimed at masking the Iranian origin of the cargo. This system is reinforced by the recurrent use of flags of convenience (Panama, Liberia, Cook Islands) and shell companies based in Dubai or Hong Kong, allowing for frequent changes of identity and ownership. Despite the draconian American naval blockade, this fleet demonstrates persistent efficiency. According to Lloyd's, 29 to 35 tankers from the dark fleet have reportedly already managed to bypass the American naval deployment to deliver their crude to China. This shadow logistics thus allows Tehran to maintain vital emergency revenues, defying the total economic asphyxiation aimed for by the American administration. However, the US Navy has already seized six ships from this ghost fleet and turned away 29 other regular tankers that tried to bypass the blockade. Be that as it may, without a lifting of the blockade or a massive diplomatic intervention, the economic asphyxiation of Iran could become irreversible by the summer of 2026. Iran is therefore strangled but shows no apparent sign of weakening. However, the eyes of both Washington and Tehran are discreetly turned toward China. The role of China: a solution looms on the horizon Today, China stands out as Iran's main client and sole economic shield. At the same time, Beijing needs the United States market, the largest in the world, to balance its economy. Washington also needs China to provide American citizens with economic goods at affordable prices. This gives China the capacity to act as a pragmatic mediator in the current crisis. Sino-Iranian ties are a true lifeline for the Islamic Republic, and Sino-American ties are leaning toward appeasement. In 2025, China absorbed nearly 90% of Iranian oil exports via the ghost fleet, but this is only a fraction of Chinese imports. Furthermore, fearing the disruption of its global energy supplies and its exports, China has hinted that it promises to materialize the 400 billion dollars of investments in Iran initially planned in 2021, in exchange for flexibility on the part of the Iranians. President Trump has moreover credited Beijing with having facilitated the April 2026 ceasefire. Additionally, China avoids any direct military support to Tehran and has eased tensions around Taiwan. The US administration stays the course on the NSS For its part, Washington uses commercial interdependence with China as a silent pressure weapon, continuing to impose sanctions prohibiting China's access to American technologies and equipment, and limiting vital Chinese exports to the United States. Already in 2025, these exports had decreased by 37 billion dollars compared to 2024. Last October, in Seoul, Trump and Xi Jinping met and reduced sanctions on both sides. They were supposed to meet again in April 2026 to continue the detente in their trade war, but this summit was postponed following the Iran war. The lifting of American sanctions imposed on China is a strategic need for Xi Jinping, who finds himself forced to play the role of moderator and put pressure on Iran. From a geopolitical perspective, by thus stabilizing the Middle East through joint Sino-American pressure, America secures a balanced relationship with its Asian rival, as stipulated in the 2025 NSS.









