The India-Pakistan spat: four scenarios


So maybe that’s enough for both sides to take a win and step away — Pakistan has even pledged not to take “irresponsible action” if India taps the brakes. Then the uneasy status quo ante could resume: diplomatic frost, border incidents, edgy statements, and so on.

But there’s still unquenched outrage on both sides of the border fuelled by history, politics, competition, and faith (last month’s attackers checked ID cards to target Hindus).

  1. Tit-for-tat

If Pakistan’s hawks get their way, they might feel the need for a ‘quid pro quo plus’ — a punitive retaliation to re-establish deterrence abroad and legitimacy at home.

In this version, the tit-for-tat continues until each side feels it can declare victory. This stops short of full war, though is still enough to rattle markets, divert flights, take lives, and invite a growing chorus of calls from foreign capitals to just cool it.

But in the meantime, the risk of miscalculation lingers: that fighter jet turns out to be a passenger jet; that terrorist base turns out to be a holy site; that test fire gets mistaken for the real thing. All real-world examples, and all posing real-world risks of something bigger.

3. New playing field

These two foes might also reach for non-military ways to inflict pain, like India’s move to suspend the 1960 Indus Waters Treaty (providing 90% the water for Pakistan’s crops).

India doesn’t yet have the infrastructure to divert these rivers — and that’s assuming it’d want the optics of starving 240 million neighbours — so it’s a rhetorical flex for now.

But it hints at the many non-military (but still escalatory) ways these nuclear powers might try to raise costs on the other. And ultimately, that escalation ladder leads to…

4. The nukes come out

But we leave this one last, and with reason. Aside from the obvious that it’s the worst case scenario, it’s also the least likely.

Still, India and Pakistan have been here before and in each instance, word has eventually leaked that planners considered nuclear scenarios. Yet also in each instance, a varying mix of US mediation, local restraint, and targeted concessions has helped de-escalate things.

But this isn’t 1999 or even 2019 — the US is spread thin, and so is India-Pakistan patience.

Intrigue’s Take

The other dynamic here is how global players calculate their next move — each flare-up in today’s multipolar world becomes an opportunity to out-manoeuvre your rival. China backs Pakistan, Russia has traditionally armed India, and the US is trying to muscle in to nudge Indian power towards curbing Beijing, which in turn sees closer Moscow ties as a way to help keep Delhi in check. This is a tough neighbourhood.

As for what the Kashmiris themselves want? The last time we saw anything close to credible polling (2009-10), a plurality of folks (~44%) actually just wanted independence.

Sound even smarter:

  • As this hits your inbox, there are reports India just conducted additional strikes targeting Pakistani air defence radars. Looks like the tit-for-tat continues.
Latest Author Articles
Russia’s invasion of Ukraine, four years on

As Ukrainians today mark their fourth year of defending against a Russian invasion — 11 years if you start the timer from Russia’s seizure of Crimea — peace looks no closer. Why? Putin continues to claim marginal gains at staggering cost: he’s now averaging ~44,000 casualties a month (and rising) in return for 50-100 sq […]

24 February, 2026
The fight tearing AI and defense apart

News recently broke that the Pentagon had used Anthropic’s Claude AI tool to capture Venezuela’s Nicolás Maduro. Cue the memes about Secretary Hegseth prompting AI with something like “hey Claude, go seize Maduro without US casualties, make no mistakes”. But this was all apparently news to Anthropic itself, which reportedly sought clarification. The AI firm […]

19 February, 2026
The geopolitics of the New Year

The Simpsons has a classic joke where Chief Wiggum scoffs at Chinatown’s claims that those February fireworks are for the new year. The joke isn’t about Chinese New Year, but rather the West’s blissful obliviousness to a festival marked by almost two billion people. So to ensure you can laugh even more smugly at that […]

17 February, 2026
The geopolitics of the Lunar New Year

The Simpsons has a classic joke where Chief Wiggum scoffs at Chinatown’s claims that those February fireworks are for the new year. The joke isn’t about Chinese New Year, but rather the West’s blissful obliviousness to a festival marked by almost two billion people. So to ensure you can laugh even more smugly at that […]

17 February, 2026