It was interesting to see, towards the end of Bob Woodward’s Obama’s Wars, members of the Obama administration realise that the United States is in the same place today as it was in early 2009. Recent events validate that assessment. Frustrated with the Pakistani army’s refusal to shut down taliban safe havens, the US-led forces attacked across the border killing Pakistani soldiers. The Pakistani military retaliated by shutting down the supply route, letting taliban militants destroy some trucks and show that it has the ability to inflict some pain. This was roughly the state of affairs when Barack Obama took over as president.

This is exactly what we had argued, “Sooner or later, the Obama administration will come to realise that it has no way to make the Pakistani military establishment seriously fight and defeat the jihadi groups, which includes the Taliban, al-Qaeda and outfits like the Lashkar-e-Taiba. When that moment comes, Barack Obama will need to choose between direct confrontation with the Pakistani military-jihadi complex and colossal strategic defeat.” (Operation Markarap)

What now? It is unlikely that President Obama would choose “direct confrontation with the Pakistani military-jihadi complex” just yet. The race to find options short of that is almost certainly on, and a “throw them a bone” alternative will be sought. There are three possible bones. First, to accept a pro-Pakistani political dispensation in Afghanistan. Second, to accept the “legitimacy of Pakistan’s nuclear weapons”. Third, to press India to compromise on Kashmir.

The first option doesn’t appeal to General Ashfaq Kayani at this stage because he believes he can get there without the United States. The second option is a status symbol they can do without, not least because China continues to support the expansion of the Pakistani arsenal. The third option might just do the trick, because which Pakistani general is immune to the potential glory of being the one who won Kashmir?

So expect Washington to exert pressure on India over Kashmir. Expect pressure to restart the composite dialogue and suchlike. It’ll take the Obama administration a year or so to realise that this is a dead-end. General Kayani will probably realise it a little before Washington does. And then what?

Well, we told you already. Barack Obama will need to choose between direct confrontation with the Pakistani military-jihadi complex and colossal strategic defeat.