John Spencer’s Key Takeaways After the 12-Day War: Air Supremacy, Intelligence, and Deterrence
John Spencer, Chair of Urban Warfare Studies at West Point, joins guest host Casey Kustin, AJC’s Chief Impact and Operations Officer, to break down Israel’s high-stakes strike on Iran’s nuclear infrastructure and the U.S. decision to enter the fight. With Iran’s terror proxy network reportedly dismantled and its nuclear program set back by years, Spencer explains how Israel achieved total air superiority, why a wider regional war never materialized, and whether the fragile ceasefire will hold. He also critiques the international media’s coverage and warns of the global consequences if Iran’s ambitions are left unchecked. Take Action: Take 15 seconds and urge your elected leaders to send a clear, united message: We stand with Israel. Take action now. Resources and Analysis: Israel, Iran, and a Reshaped Middle East: AJC Global Experts on What Comes Next AJC Advocacy Anywhere - U.S. Strikes in Iran and What Comes Next Iranian Regime’s War on America: Four Decades of Targeting U.S. Forces and Citizens AJC Global Forum 2025: John Spencer Breaks Down Israel’s War and Media Misinformation Listen – AJC Podcasts: The Forgotten Exodus: Untold stories of Jews who left or were driven from Arab nations and Iran People of the Pod: Latest Episodes: Iran's Secret Nuclear Program and What Comes Next in the Iranian Regime vs. Israel War Why Israel Had No Choice: Inside the Defensive Strike That Shook Iran’s Nuclear Program Follow People of the Pod on your favorite podcast app, and learn more at AJC.org/PeopleofthePod You can reach us at:
[email protected] If you’ve appreciated this episode, please be sure to tell your friends, and rate and review us on Apple Podcasts or Spotify. Transcript of the Interview: Casey Kustin: Hi, I'm Casey Kustin, AJC's Chief Impact and Operations Officer, and I have the pleasure of guest hosting this week's episode. As of the start of this recording on Wednesday, June 25, it's been 13 days since Israel launched precision airstrikes aimed at dismantling the Iranian regime's nuclear infrastructure and degrading its ballistic missile capabilities to help us understand what transpired and where we are now, I'm here with John Spencer, Chair of Urban Warfare Studies at the Modern War Institute at West Point, co-director of the Urban Warfare Project and Executive Director of the Urban Warfare Institute. John, welcome to People of the Pod. John Spencer: Hey, Casey, it's good to see you again. Casey Kustin: Thanks so much for joining us. John, you described Israel's campaign as one of the most sophisticated preemptive strike campaigns in modern history, and certainly the scope and precision was impressive. What specific operational capabilities enabled Israel to dominate the Iranian airspace so completely? John Spencer: Yeah, that's a great question, and I do believe it basically rewrote the book, much like after the 1973 Yom Kippur War, where Israel did the unthinkable, the United States military conducted 27 different studies, and it fundamentally changed the way we fight warfare. It's called Air-Land Battle. I think similarly with Operation Rising Lion, just the opening campaign rewrote what we would call, you know, Shock and Awe, Joint Forcible Entry, things like that. And the capabilities that enabled it, of course, were years of planning and preparation. Just the deep intelligence infiltration that Israel did before the first round was dropped. The Mossad agents texting the high command of the IRGC to have a meeting, all of them believing the texts. And it was a meeting about Israel. They all coming together. And then Israel blew up that meeting and killed, you know, in the opening 72 hours, killed over 25 senior commanders, nine nuclear scientists, all of that before the first bomb was dropped. But even in the opening campaign, Israel put up over 200 aircrafts, almost the entire Israeli air force in the sky over Iran, dominating and immediately achieving what we call air supremacy. Again, through years of work, almost like a science fiction story, infiltrating drone parts and short range missiles into Iran, then having agents put those next to air defense radars and ballistic air defense missile systems. So that as soon as this was about to begin, those drones lost low cost drones and short range missiles attacked Iranian air defense capabilities to give the window for all of the Israeli F-35 Eyes that they've improved for the US military since October 7 and other aircraft. Doing one of the longest operations, seconded only to one other mission that Israel has done in their history, to do this just paralyzing operation in the opening moment, and then they didn't stop. So it was a combination of the infiltration intelligence, the low-tech, like the drones, high-tech, advanced radar, missiles, things like that. And it was all put together and synchronized, right? So this is the really important thing that people kind of miss in military operations, is how hard it is to synchronize every bit of that, right? So the attack on the generals, the attack on the air defenses, all of that synchronized. Hundreds of assets in a matter of minutes, all working together. There's so much chance for error, but this was perfection. Casey Kustin: So this wasn't just an operational success, it was really strategic dominance, and given that Iran failed to down a single Israeli Aircraft or cause any significant damage to any of Israel's assets. What does that tell us about the effectiveness of Iran's military capabilities, their Russian built air defenses that they have touted for so long? John Spencer: Absolutely. And some people say, I over emphasize tactics. But of course, there's some famous sayings about this. At the strategic level, Israel, one, demonstrated their military superiority. A small nation going against a Goliath, a David against a Goliath. It penetrated the Iranian myth of invincibility. And I also failed to mention about how Israel, during this opening of the campaign, weakened Iran's ability to respond. So they targeted ballistic missile launchers and ballistic missile storages, so Iran was really weakened Iran’s ability to respond. But you're right, this sent a signal around the Middle East that this paper tiger could be, not just hit, it could be dominated. And from the opening moments of the operation until the ceasefire was agreed to, Israel eventually achieved air supremacy and could dominate the skies, like you said, without losing a single aircraft, with his really historic as well. And hit what they wanted with what they wanted, all the military infrastructure, all the senior leaders. I mean, eventually they assigned a new commander of the IRGC, and Israel found that guy, despite him running around in caves and things. It definitely had a strategic impact on the signal to the world on Israel's capabilities. And this isn't just about aircraft and airstrikes. Israel's complete dominance of Iran and the weakness, like you said. Although Israel also taught the world back when they responded to Iran's attack in April of last year, and in October of last year, is that you probably shouldn't be buying Russian air defense systems like S-300s. But Iran still, that was the backbone of their air defense capabilities, and Israel showed that that's a really bad idea. Casey Kustin: You mentioned the component of this that was not just about going after infrastructure sites, but targeting Iranian military leadership and over 20 senior military and nuclear figures, according to public reporting. This was really a central part of this campaign as well. How does this kind of decapitation strategy alter the regime's military capability now, both in this immediate short term, but also in the long term, when you take out that kind of leadership? John Spencer: Yeah, absolutely. I mean, much like when the United States took out Qasem Soleimani, the head of the Quds Force, who had been decades of leadership of the Quds Force, the terror proxies, which I'm sure we'll talk about, overseeing those to include the ones in Iraq, killing my soldiers. It had a ripple effect that was, it's hard to measure, but that's decades of relationships and leadership, and people following them. So there is that aspect of all of these. Now we know over 25 senior IRGC and Iranian basically leadership, because they killed a police chief in Tehran and others. Yet that, of course, will ripple across. It paralyzed the leadership in many ways during the operation, which is the psychological element of this, right? The psychological warfare, to do that on the opening day and then keep it up. That no general could trust, much like Hezbollah, like nobody's volunteering to be the next guy, because Israel finds him and kills him. On the nuclear though, right, which all wars the pursuit of political goals. We can never forget what Israel said the political goals were – to roll back Iran's imminent breakout of a nuclear weapon, which would not only serve to destroy Israel, because that's what they said they wanted to do with it, but it also gives a nuclear umbrella, which is what they want, to their exporting of terrorism, and the Ring of Fire, the proxy networks that have all been defanged thanks to Israel. That's the reason they wanted. So in taking out these scientists.So now it's up to 15 named nuclear scientists. On top of the nuclear infrastructure and all the weaponization components. So it's not just about the three nuclear enrichment sites that we all talked about in the news, you know, Fordow, Natanz, and Esfahan. It's about that complete, decades-long architecture of the scientists, the senior scientists at each of the factories and things like that, that does send about, and I know we're in right now, as we're talking, they’re debating about how far the program was set back. It holistically sets back that definitely the timeline. Just like they destroyed the Tehran clock. I'm sure you've heard this, which was the doomsday clock that Iran had in Tehran, which is the countdown to the destruction of Israel. Israel stopped that clock, both literally and figuratively. Could they find another clock and restart it? Absolutely. But for now, that damage to all those personnel sets everything back. Of course, they'll find new commanders. I argue that you can't find those same level of you know, an Oppenheimer or the Kahn guy in Pakistan. Like some of those guys are irreplaceable. Casey Kustin: So a hallmark of Israeli defense policy has always been that Israel will take care of itself by itself. It never asks the United States to get involved on its behalf. And before President Trump decided to undertake US strikes, there was considerable public discussion, debate as to whether the US should transfer B2s or 30,000 pound bunker busters to Israel. From purely a military perspective, can you help us understand the calculus that would go into why the US would decide to take the action itself, rather than, say, transfer these assets to Israel to take the action? John Spencer: Sure. It's a complex political question, but actually, from the military perspective, it's very straightforward. The B2 stealth fire fighter, one of our most advanced, only long range bomber that can do this mission right, safely under radar, all this stuff. Nobody else has it. Nobody else has a pilot that could do it. So you couldn't just loan this to Israel, our strongest ally in the Middle East, and let them do the operation. As well as the bomb. This is the only aircraft with the fuselage capable of carrying this side. Even the B-52 stratomaster doesn't have the ability to carry this one, although it can push big things out the back of it. So just from a logistics perspective, it wouldn't work. And then there's the classification. And there's many issues with, like, the somebody thinking that would have been the easiest, and even if it was possible, there's no way to train an Israeli pilot, all the logistics to it, to do it. The Israel Begin Doctrine about, you know, taking into their own hands like they did in Iraq in 1981 and Syria in 2007, is still in full effect, and was shown to be literally, a part of Israel's survival is this ability to, look, I understand that allies are important. And I argue strongly that Israel can never go at it alone, and we should never want it to. The strength of any nation is its allies. And the fact that even during this operation, you saw immense amounts of American military resources pushed into the Middle East to help defend Israel and US bases but Patriot systems on the ground before this operation, THAAD systems on the ground before the system. These are the advanced US army air defense systems that can take down ballistic missiles. You had Jordan knocking down drones. You had the new Assad replacement guy, it's complex, agreeing to shoot things down over their airspace. That is part of Israel's strength, is its allies. I mean, the fact that you have, you know, all the Arab nations that have been helping and defending Israel is, I think, can't be underscored under Israel doesn't, shouldn't need to go it alone, and it will act. And that's the Begin Doctrine like this case. And I do believe that the United States had the only weapon, the only capability to deliver something that the entire world can get behind, which is nuclear proliferation, not, you know, stopping it. So we don't want a terror regime like the Islamic regime, for so many different reasons, to have a nuclear weapon close to breakout. So United States, even the G7, the United Nations, all agree, like, you can't have a nuclear weapon. So the United States doing that limited strike and midnight hammer, I think, was more than just about capabilities. It was about leadership in saying, look, Iran's double play that the economic sanctions, or whatever, the JCPOA agreement, like all these things, have failed. Conclusively, not just the IAEA statement that they're 20 years that now they're in violation of enrichment to all the different intelligence sources. It was not working. So this operation was vital to Israel's survival, but also vital for the world and that too, really won in this operation. Casey Kustin: Vital both in this operation, in the defense of Israel, back in April 2024 when Iran was firing missiles and we saw other countries in the region assist in shooting them down. How vital is Israel's integration into CENTCOM to making that all work? John Spencer: Oh, I mean, it's life saving. And General Carrillo, the CENTCOM Commander, has visited Israel so much in. The last 20 months, you might as well have an apartment in Tel Aviv. It's vital, because, again, Israel is a small nation that does spend exponential amounts of its GDP in its defense. But Iran, you know this, 90 million much greater resources, just with the ballistic missile program. Why that, and why that was so critical to set that back, could overwhelm Israel's air defense systems. Could. There's so much to this, but that coordination. And from a military to military perspective, and this is where I come and get involved, like I know, it's decades long, it's very strong. It's apolitical on purpose. It's hidden. Most people don't know it, but it's vital to the survival of our greatest ally in the Middle East. So it meets American interest, and, of course, meets Israel's interest. Casey Kustin: Can you help us understand the Iranian response targeting Al Udeid Air Base in Qatar, because this seemed like a very deliberate way for the regime to save face and then de-escalate. But if the ceasefire falls apart, what are the vulnerabilities for us, troops and assets in the region. How well positioned are our bases in Qatar, Al Dhafra in the UAE, our naval assets in Bahrain, our bases in Iraq? How well positioned are we to absorb and deter a real retaliatory response? John Spencer: Yeah, it's a great question. I mean, first and foremost, you know, there is a bit of active defense. So, of course, all of our US bases are heavily defended. A lot of times, you can see things are about to happen, and you can, just like they did, they moved to naval aircraft that would have been even vulnerable in some of these locations, out to sea, so they can't be touched. Heavily defended. But really, active defense is absolutely important, but really deterrence is the greatest protection. So that has to be demonstrated by the capability, right? So the capability to defend, but also the capability to attack and the willingness to use it. This is why I think that supposedly symbolic to the 14 bunker busters that the United States dropped during Operation Midnight Hammer. Iran sent 14 missiles. President Trump says, thanks for the heads up. You know, all of it was evacuated, very symbolic, clearly, to save face and they had a parade, I guess, to say they won something. It's ludicrous, but sometimes you can't get inside the heads of irrational actors who are just doing things for their own population. Our bases, the force protection is heavy. I mean, there's never 100% just like we saw with all the air defenses of Israel, still about 5% or if not less, of the ballistic missiles got through one one drone out of 1000 got through. You can never be 100% but it is the deterrence, and I think that's what people miss in this operation. It set a new doctrine for everyone, for the United States, that we will use force with limited objectives, to send an immense amount of strength. And when somebody says there's a red line now that you should believe that, like if you would have injured a single American in the Middle East, Iran would have felt immense amount of American power against that, and they were very careful not to so clearly, they're deterred. This also sent a new red line for Israel, like Israel will act just like it did in other cases against even Iran, if they start to rebuild the program. War is the pursuit of political objectives, but you always have to look at the strategic on down. Casey Kustin: On that last point, do you think we have entered a new phase in Israeli military doctrine, where, instead of sort of a more covert shadow war with Iran, we will now see open confrontation going forward, if necessary? John Spencer: Well, you always hope that it will not be necessary, but absolutely this event will create, creates a new doctrine. You can see, see almost everything since October 7, and really there were just things that were unconceivable. Having studied and talked to Israeil senior leaders from the beginning of this. Everybody thought, if you attacked Hezbollah, Iran, was going to attack and cause immense amounts of destruction in Israel. Even when Israel started this operation, their estimates of what the damage they would incur was immense. And that it didn’t is a miracle, but it's a miracle built in alliances and friendships with the United States and capabilities built in Israel. Of course, Israel has learned a lot since October 7 that will fundamentally change everything about not just the military doctrine, but also intelligence services and many aspects that are still happening as they're fighting, still to this day in Gaza to achieve the realistic, measurable goal there. Yes, it absolutely has set forth that the old ways of doing things are gone, the you know, having these terror armies, the ring of fire that Israel has defanged, if not for Hamas dismantled and destroyed. It sets a new complete peace in the Middle East. But also a doctrine of, Israel is adapting. I mean, there's still some elements about the reserve forces, the reigning doctrine, that are evolving based on the magnitude of the war since October 7. But absolutely you're right about they will, which has been the doctrine, but now they've demonstrated the capability to do it to any threat, to include the great, you know, myth of Iran. Casey Kustin: So when you talk about this defanging of the Iranian proxy network obviously, Israel undertook significant operations against Hezbollah. Over the last year, they've been in active conflict with the Houthis. How does this operation now alter the way that Iran interacts with those proxies and its capacity to wage war against Israel through these proxies? John Spencer: Yeah, cripples it, right? So Iran's nuclear ambition and its terror campaign are literally in ruins right now, both literally and figuratively. Hezbollah was defanged, the leadership, even taking out Nasrallah was believed to have caused catastrophic consequences, and it didn't. So, absolutely for Iran, also during this operation, is sniffing because all of his proxies were silent. I think the Houthis launched two missiles because thanks to Israel and the United States, the Houthi capabilities that should never have been allowed to amass, you know, this pirate terror empire. They didn't make those greatest shore to sea arsenal out of falafels. It got it straight from Iran, and that pipeline has already been cut off, let alone the capabilities. Same thing with Hezbollah, which relied heavily on pipelines and infrastructure of missiles and everything being fed to it by Iran. That's been cut. The Assad regime being the drug empire, support of Hezbollah to rule basically, in Lebanon, has been cut. Hezbollah couldn't come to the aid of Assad. All of these variables. And of course, Hamas will never be able to do anything again, period. It all causes Iran to have to rethink everything. From, you know, not only their own national defense, right air defense capabilities and all this, but their terror campaign, it isn't just in ruins. There's a new doctrine, like it's not acceptable. Now, of course, that's going to be hard to fully reign in. You have Shia backed groups in Iraq, you have a lot of bad things going on, but the Quds Force, which is its job, it's all shattered. Of course, they'll try to rebuild it. But the fact that these terror proxies were already so weakened by Israel that they couldn't do anything and remain silent. Hezbollah just was silent basically during this, is very significant to the peace going forward. I mean, there, there's still a lot of war here, but Israel and the United States have rewritten the map of the Middle East. Casey Kustin: in the hours days that followed the US deciding to engage here. A lot of the conversation focused on the possibility of triggering now broader regional escalation, but we didn't see that, and it sort of shattered that myth that if Israel or the US were to go after Iran, that it would spiral into a broader Middle East conflict. Why did we not see that happen? Why did this remain so controlled? John Spencer: So many reasons that really go back a few months, if not years? Mean going back to the first the Abraham Accords, President Trump's recent tour of the Gulf states and his story. Turic financial deals Israel's like we talked about with the Arab nations that were part of protecting it, the fact that the so on, that very geopolitical aspect. And we saw Iran turn to Russia, because there's always geopolitical considerations. Iran turned to Russia. Said, you're going to help us out. We signed this security agreement last year. We've been helping you in Ukraine do the awful things you're doing there. And Russia said, No, that's not what we said. And it called called President Trump. President Trump says, how about you worry about mediating a ceasefire in Ukraine? And well, so they turned to China and the fact that there was nobody again, and that all the work that had been done with all the people that also disagree, nation states like Saudi Arabia, Qatar, all those others. Those are many of the contributing factors. But war also, I wrote this piece about, this isn't Iraq, this isn't Afghanistan, this isn't Libya. I really hate the lazy comparisons. This was contained and not able to spill out by constant communication from day one of what the goals were. Limited objective to roll back a threat to the world nuclear program and the ballistic program as well. That prevents the ability for even the Islamic regime to say, you know, my survival is at risk, I need to escalate this, right? So, being clear, having strategic clarity from Israel, and when the United States assisted, from the United States. You know, war is a contest of wills, not just between the military is fighting it, but the political element and the population element. So, you know, being able to communicate to the population in Israel and like, what's the goal here? Like, how long are we gonna have to do this? And to the United States. Like, what are our interests? Keeping it the goal limited, which all parties did. And even, in fact, you had the G7 meeting during this and they signed an agreement, we agree Iran cannot have a nuclear weapon. That is a big part of how you permit the spill out. But it does have many contextual elements of the broader, this isn't black and white between Israel and Iran. It's much bigger than that. And that, and we saw all that work that has been done to show strength through peace, or peace through strength, in all the forms of national power that have been rallied against what is chaos that the Islamic regime wants in the Middle East. Casey Kustin: So now that we've had a few days to begin to assess the impact of both the US and the Israeli strikes based on what's publicly available. I think you wrote that the nuclear timeline has been pushed back years. We saw some reporting in the New York Times yesterday saying it's only set back months. It seems this morning, the US is concurring with the Israeli assessment that it's been set back years. A lot of talk about where certain Where did certain stockpiles of enriched uranium, and how confident can we be at this point in any of these assessments? John Spencer: So yes, as we're talking, people are trying to make it political. This should be a non partisan, non political issue. I'm an objective analyst of war. If you just write down all the things that Israel destroyed, validated by satellite imagery. then the fact that somebody And even the spinning of words where like we saw with that leaked report, which was the preliminary thoughts about something, it isn't comprehensive, right? So one, BDA has never come that fast. Two, we do know, and Iran has validated, like all these scientists dead, all these generals dead, all these components of the nuclear program, damaged or destroyed. The idea that somebody would say, well, you only set it back a couple months to me, it's just anti-intellectual. Look, Natanz, Esfahan, Fordo, we can debate about how much stuff is inside of that mountain that was destroyed, although 14 of the world's best bunker buster munitions, 30,000 pounds punching through. I just think, it's not a silly argument, because this is very serious. And yes, there could be, you know, hundreds of pounds of enriched uranium up there, a certain percentage that got floated around. That's not the, the things that set the timeline of breakout. Breakout included all the components of the knowledge and capability to reach breakout and then weaponization of a nuclear bomb. There's nobody, I think, who can comprehensively, without nuancing the words say that Israel wasn’t very effective, and the United States assistance in only what the United States could do, at setting this program back and actually stopping the immediate danger. Of course, Iran is still a danger. The program is still a danger, but I just think it's so political that they're trying to say that, well, you only said it back a couple months. That's like, that's ridiculous. Casey Kustin: So as an objective analyst of war, but also as someone who's really been a voice of moral clarity and has called out the international media over the last 18 months for a lot of this disinformation, misinformation, bias reporting. Before we go, John, what is one consequence of this operation that the international media is just missing? John Spencer: One is that, I think the international media who are debating whether Iran was literally using an opposing opinion against global thought that Iran was close to a nuclear bomb, they missed that completely and tried to politicize it to where, just giving disinformation agents that tidbit of a headline that they need. I do believe in journalistic standards, fact checking, those elements and holding those people accountable. I live in the world of experts. People on the platform X who think they're experts. But when you have national media running headlines for sensationalism, for clicks, for you know, struggling for opposition to just political administration, we should learn to really question a single report as valid when there's overwhelming opposition. I don't know how to put that succinctly, but you think we would learn over the last, you know, 20 months of this lies, disinformation, statistical warfare, the things like that that, yeah, it's just crazy that that somebody would think in any way this wasn't an overwhelming success for the world, that this program was set back and a new doctrine for treating the program was established. Casey Kustin: Finally, John, before we wrap up here, the question on everyone's mind: can the ceasefire really hold? John Spencer: So, you know, I don't do predictions, because I understand wars uncertainty. It's human. It's political. It looks by all signs, because of how Iran was dominated, and how the United States showed that if it isn't contained, then immense amounts of force and of course, Israel's superiority, I believe that the ceasefire will hold. It was normal. And I made some some posts about the historical examples of wars coming to an end, from the Korean War, to the Yom Kippur war, Bosnia War, where you had this transition period where you're rolling back forces and everything. But the by the fact that Iran has said, Yeah, we agreed. We have stopped our operation. All signs for me are saying that this ceasefire will hold, and now the world's in a better place. Casey Kustin: John, thank you so much for the insight, for, as I said, your moral clarity that you bring to this conversation. We appreciate you joining us today on People of the Pod. John Spencer: Thank you so much.
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