If the White House were to propose anything larger than minor military incursions along Iran’s south coast, senior American generals would resign in protest. Without the option of a land war, the only lever the United States would have on Iranian policy is the threat of yet more bombs—but if they aren’t nuclear, then they aren’t very persuasive. Whereas Iran would have lots of options for bringing pressure on the United States.
Just stopping Iran’s own oil exports would drive the oil price sky-high in a tight market: Iran accounts for around seven percent of internationally traded oil. But it could also block another 40 percent of global oil exports just by sinking tankers coming from Iraq, Saudi Arabia, and the other Arab Gulf states with its lethal Noor anti-ship missiles.
Iranian ballistic missiles would strike U.S. bases on the southern (Arab) side of the Gulf, and Iran’s Hezbollah allies in Beirut would start dropping missiles on Israel. The United States would have no options for escalation other than the nuclear one, and pressure on it to stop the war would mount by the day as the world’s industries and transport ground to a halt.
The end would be an embarrassing retreat by the United States, and the definitive establishment of Iran as the dominant power of the Gulf region. That was the outcome of every wargame the Pentagon played, and Mike Mullen knows it. So there is a plan for an attack on Iran, but he would probably rather resign than put it into action. It is all bluff. It always was.