The "enemy of my enemy" concept suggests that even if the people hate their government, their immediate pain is being caused by the United States and Israel, so I'm less confident about that.
> Iran does not think they are dealing with a madman.
Iran does think they are dealing with a mad man, or at least a government practicing a policy (as the US administration's apologists have termed it) "intentional volatility".
A far more interesting issue here is the oil supplies available in the Pacific. Brunei, Malaysia, Vietnam, Indonesia, Australia, and others are all ramping up production capacity. Non-OPEC oil production is increasing generally in response. This is likely to undermine the Middle East's ability recovery from current constraints as non-OPEC players gain clout in the markets.
Right now people are talking about China and California have limited supplies. But those are enormous, powerful entities that are deploying multi-pronged strategies to secure energy resources. Look at what they're doing and bet there. You also see developing countries retooling to support less oil-intensive economies, like increasing work-from-home options. Solar and wind are currently feeling weak without their subsidies but are exhibiting staying power as people look to move off more petroleum-dependent energy resources.
As for the tactical issue, the concept people seem to be trying to get at is "cost-per-kill". That needs to come down. Yes, we can kill drones with supersonic interceptors. But spending $6M to shoot down a $6K drone has terrible long-term economics.
