On October 6, 2023, the Islamic Republic’s supreme chief, Ali Khamenei, may have accomplished a tour d’horizon of the Middle East and been proud. His anti-Israeli/anti-American battle plan was working. An array of Shiite and Palestinian Sunni Islamist militias—the Houthis in Yemen, Hamas in Gaza, Hezbollah in Lebanon, and a smorgasbord of militant teams in Iraq—had successfully given Iran imperial attain at comparatively little price.
Through this “Axis of Resistance,” the clerical regime may harass Americans in Iraq and Syria. Ever terrified of escalation, Washington by no means took the struggle again to Iran instantly—except for President Donald Trump’s resolution in 2020 to kill in Baghdad Qassem Suleimani, the commander of the Islamic Revolutionary Guard Corps’ Quds Force and the operational mastermind behind Iranian technique. The axis was designed to maintain America fatigued within the Middle East, to maintain it leery of deeper intervention. Similarly, the alliance supposed to complicate Israeli calculations, to maintain Jerusalem from “mowing the garden”—the routine pummeling of Israel’s nearest foes—for worry that navy escalation towards one social gathering may set off a wider battle. With time, the axis would solely get stronger; the Zionists and Americans weaker. For years, this strategy labored.
The key part in Iranian calculations was Tehran’s resolution during the last 10 years to reinforce Hezbollah’s already giant stockpile of missiles. It gave the clerical regime—within the eyes of the Iranians, the Hezbollah management, and plenty of Israelis and Americans—a verify on Jerusalem and Washington. It’s not clear how a lot Khamenei feared an Israeli preemptive strike on Iran’s nuclear websites earlier than October 7; even below President Joe Biden, the potential of American energy most likely nonetheless made Khamenei fear about the potential for U.S. preemption. It’s a superb guess that his resolution within the final 4 years to extend considerably uranium enrichment and undertake different experiments key to setting up an atomic machine, however not rush towards a nuclear take a look at, mirrored his concern about an excessive amount of provocation too shortly. Hezbollah’s missile stockpiles—together with the complete Axis of Resistance and the mayhem it may trigger—gave Iran some leverage in its take a look at of wills with Washington and Jerusalem.
Beyond the Levant, the success of Iran’s axis was monumental, particularly within the Gulf. The Saudi kingdom’s huge oil infrastructure and the large improvement plans—the NEOM tasks—of the Saudi crown prince, Muhammad bin Salman, had been extensive open to the missiles and drones that Iran had spent huge sums on. Houthis, more and more well-armed by the Islamic Republic, had typically taken nice pleasure in attacking Saudi Arabia. The Iranian-led assault on Gulf delivery and the Saudi oil services at Khurais and Buqayq in 2019, which Trump declined to reply to militarily, undermined MBS’ confidence in U.S. safety ensures. President Biden’s flip-flops on Saudi Arabia—the pariah state turns into an ally—additional inspired MBS to imagine a extra skeptical strategy to the United States. With Iran’s axis showing ever stronger, the dominion hedged its bets even earlier than October 7 and the destruction of Gaza, and have become cautious of the Abraham Accords. Riyadh gladly accepted Chinese intercession to revive diplomatic relations with Tehran in March 2023.
“The Muslim Middle East is commonly outlined by its biting ironies. That a Sunni Islamist, famend for his anti-Zionist and antisemitic rhetoric and his dogged help of Hamas … would show to be a pivotal participant in gutting the Iranian place within the Middle East, is among the many finest.”
And the axis’ rise instantly led to the Russians and the Chinese changing into Iran’s great-power patrons. Even earlier than October 2023, the Islamic Republic had turn into the unavoidable energy that the Americans and Israelis appeared unable to verify. Saudi Arabia has vastly extra money than Iran, which attracted each the Russians and the Chinese; Iran, nonetheless, had actual muscle and a confirmed capability to stress America within the Middle East, diverting its consideration from Europe and East Asia. For revisionist powers, anti-Americanism is the binding agent. The Islamic Republic, which had repeatedly sought great-power buddies since Ayatollah Ruhollah Khomeini’s dying in 1989, proved its price on the bottom, beginning when Suleimani went to Moscow in 2015 and made the case for direct and fast Russian intervention to avoid wasting their mutual ally, Syria’s Bashar al-Assad. As Russian and Chinese animosity towards the United States intensified, having a reliably anti-American ally who may additionally intimidate the oil-rich Gulf states, thereby making Russian and Chinese involvement with Tehran extra precious, modified the strategic calculations of Moscow and Beijing. And for China there was the additional advantage of having fun with deeply discounted Iranian oil and flipping the chicken at extraterritorial U.S. sanctions.
All of this got here undone when the Israelis proved, even towards American resistance, that they nonetheless retained the capability and fury to obliterate Hamas and neuter Hezbollah at gorgeous pace, leaving the group’s vaunted missilery of close to zero strategic use towards the Jewish state. We don’t know but the extent of Iranian-Hamas joint planning for October 7, although captured Hamas paperwork make it clear coordination was rising. Did Khamenei agree with the Hamas chieftain Yahya Sinwar’s optimistic evaluation of October 7’s cataclysmic potentialities for Israel? Khamenei had stated repeatedly that he wished to bleed Israel out slowly. Had he modified his thoughts? Khamenei is a religious antisemite, who alternatively sees Jews as an omnipotent world menace and as an enemy that may be buried by trustworthy Muslims. His antisemitism could have altered his calculations, tempting him towards better audacity. In any case, he egregiously misjudged Israeli resolve after the horrors of October 7.
Israel’s daring covert actions in Iran, the deeply embarrassing failures of Iran’s missile barrages towards Israel in April and October 2024, after which Jerusalem’s counterstrike inside Iran on October 26, left the clerical regime more and more susceptible. For the primary time, after Israel’s final reprisal, Iranian VIPs started brazenly speculating that the Zionists may need the capability to off the Islamic Republic’s senior officers each time they wished. The nuclear dialogue in Tehran exploded when all realized that solely a nuke may restore Iranian deterrence towards Israel and the United States, and but, regardless of the tens of billions of {dollars} spent to develop a nuclear weapon, the clerical regime nonetheless didn’t have the bomb. Fingers began pointing towards Khamenei for his gradual chess-game strategy to acquiring an atomic arsenal.
With the collapse of Syria completely all the things got here undone. To give Khamenei some credit score, he could have realized that the Assad regime wanted extra lively help. The Alawites, a heretical Shiite sect, made up the vast majority of the political and navy management however solely about 10 % of Syria’s inhabitants. They had misplaced the Sunni elites years in the past and will now not play divide-and-conquer successfully inside Syrian society—they simply didn’t have the numbers. Throughout probably the most brutal interval of the Syrian civil battle (2012-2016), the Iranians typically trenchantly mentioned Alawite inadequacy. Khamenei wished to determine giant bases in Syria, well-stocked with missiles and Revolutionary Guards, however Israel aborted these plans by way of fixed air raids.
And what Israel set in movement, the Turks capitalized on. The Muslim Middle East is commonly outlined by its biting ironies. That a Sunni Islamist, famend for his anti-Zionist and antisemitic rhetoric and his dogged help of Hamas, who was initially considered by many within the Islamic Republic as an ally towards Israel and the West, would show to be a pivotal participant in gutting the Iranian place within the Middle East, is among the many finest. Turkey’s Recep Tayyip Erdoğan proved a affected person foe of Assad and Iran. He didn’t tremble earlier than Vladimir Putin. He knew the benefits he had in a deeply fractured Syria the place Assad’s forces, even with Iranian and Russian help, had been by no means in a position to oust his navy or his native Syrian allies. He appropriately assessed Russian and Iranian weak point. Most decisively, he did what nobody else within the Sunni world had been in a position to do: He efficiently used rebel warfare towards Shiites.
It’s an excellent guess that neither the supreme chief nor his senior commanders within the Revolutionary Guards envisaged {that a} rampant Israel in a de facto alliance with Erdoğan would crash the “Shiite crescent” all through the Middle East.
Khamenei has at all times had an inner wrestle between his warning and his audacity. The latter, at all times inspired by his beloved Gen. Suleimani, actually had the excessive floor the final a number of years, even after Suleimani’s dying. And after the overall’s passing, lesser males, like Ismail Qa’ani, tried to fill the void. The 85-year-old supreme chief is now flailing, unable to provide speeches that aren’t instantly dismissed. Unforgivably for an Islamic revolutionary, he misjudged the Jews and he was too intelligent with the regime’s nuclear ambitions. In retrospect, he ought to have put apart his considerations about latent American energy and pushed the envelope throughout Biden’s presidency as there was probably nothing there that might have pushed again. If the Islamic Republic had had the bomb on October 6, it’s probably Israeli actions would have been considerably totally different, maybe sufficiently totally different to avoid wasting Hezbollah, which in flip may need saved Syria.
Failure overseas at all times sends shock waves dwelling. Khamenei, who has thus far by no means did not crush all these aligned towards him, is now probably obsessive about how his overseas errors could embolden his enemies, each overseas and home.