Iran looms large over Trump's address to the nation

Trump will be wondering if a military confrontation with Iran would help or hurt his dwindling popularity at home, making his decision to strike one of the riskiest bets of his presidency

Reuters / Al Majalla

Iran looms large over Trump's address to the nation

US President Donald Trump takes to the podium tonight to deliver the first State of the Union address of his second term.

"It’s going to be a long speech because we have a lot to talk about," Trump said ahead of the address. The State of the Union—an annual speech delivered by the US president to Congress—typically focuses heavily on domestic policy issues, and that’s likely to be the case with tonight’s speech as well. Concerns about the health of America’s economy and growing public controversy about the Trump administration’s immigration policies are two of the domestic policy issues Trump will likely address.

But the ongoing buildup of military forces in the Middle East aimed at Iran will certainly loom large over the address. A key meeting between Iranian and US negotiators is scheduled this coming Thursday, hosted by Oman in Switzerland, but it remains to be seen if talks can bridge the wide gaps in the positions of both countries.

Iran has indicated that it can discuss limits on its nuclear enrichment, but says zero enrichment is off the table. Meanwhile, it has said it would not discuss caps on its missile arsenal, nor ending its support for its regional proxies—a key demand Israel has been pressing the US administration on.

While Trump said he prefers a diplomatic solution, he has said the US military buildup in the region would be needed if a diplomatic solution cannot be reached. "It is not easy to make a meaningful deal with Iran, and we have to make a meaningful deal. Otherwise, bad things will happen," he warned on 19 February.

Trump is well-known for his unpredictability, and he could be hoping for a type of in-and-out military operation where he can declare a stunning success, like in the case of the US seizure of Venezuelan President Nicolás Maduro in early January. However, Iran is not Venezuela and Trump’s military advisors have warned him that the US options on Iran come with much greater risk than other military actions conducted in the past few months.

Domestic considerations

Several factors will influence Trump’s final decision on what course he will take on Iran, and domestic considerations will certainly figure big in his decision to strike or not.

Trump’s excessively harsh immigration policies, combined with the lack of major economic policy successes in recent months, have sent his public approval ratings spiralling. A Washington Post-ABC News-Ipsos poll conducted last week found that 60% of Americans disapprove of how Trump is handling his job as president, marking his lowest approval rating since the end of his first term in office, in the aftermath of the January 6 insurrection and attack on the US Capitol.

Trump's dwindling popularity at home drives up the political risk of a military intervention against Iran

The poll also cites strong opposition to Trump's tariff policy, the economy, and immigration—the last two issues helped get Trump re-elected in 2024. Only 32% of Americans—his diehard base—approve of how he is handling inflation, while 65% disapprove.

Additionally, Trump suffered a blow last week when the US Supreme Court ruled 6-3 that the president exceeded his authority by imposing sweeping tariffs on nearly all countries last year, invalidating a cornerstone of his economic policy. But while he has vowed to find other avenues to impose additional tariffs, his options may be more limited in the months ahead.

The longer and lower Trump's approval ratings are, the more inclined members of his own party will become to defect. Major cracks in the Republican party are already appearing less than ten months before the midterm elections, which could shift the balance of power in Congress away from Trump. 

Risky bet

His dwindling popularity at home drives up the political risk of a military intervention against Iran. A majority of Americans (54%) oppose Trump using the military to force changes in other countries, with 20% supporting him and 26% expressing no opinion, according to the same Ipsos-ABC-Washington Post poll.

If Trump chooses some form of military action in Iran over diplomacy, he will be making one of the riskiest bets as president. And whether or not he can turn his popularity ratings around will hugely depend on how a military exchange with Iran plays out.

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