What’s happened: Over the past few days, Iranian officials have issued several bellicose statements alongside occasional conciliatory backtracks about negotiations for a new nuclear agreement.
- All this is happening on a backdrop of a severe domestic crisis and fallout from Iran’s performance in the Twelve-Day War it fought with Israel in June.
- Iran’s Supreme Leader Ali Khamenei has largely avoided public appearances since then, but last week he was back calling Israel a “cancerous growth.” His line on both Israel and the US has been consistently aggressive, while the regime’s Foreign Minister Abbas Araghchi has been left to follow his remarks with renewed offers of negotiations.
- Various media reports indicate that Iran is rushing to rebuild its air defences and its offensive missile capabilities in preparation for another confrontation with Israel. The New York Times reported that Iran aims to be able to fire 2000 missiles at Israel at a time, though there was no indication it was anywhere near such a capability.
- While all this is going on, Iran’s two standing proxies, Hezbollah in Lebanon and the Houthi militias in Yemen, have largely refrained from using any firepower against Israel, despite absorbing blows from the IDF.
- The Islamic Republic’s domestic hold continues to fray as its water crisis deepens. Six consecutive years of drought and massive neglect of basic infrastructure as Iranian public expenditures went to funding proxy armies and foreign propaganda efforts have left entire cities with limited water supplies.
- Earlier this week Beni Sabti from the Institute for National Security Studies claimed over the last four months Iran has sent around one billion dollars to Hezbollah through smuggling routes in northern Iraq, Syria, and Turkey, despite the unprecedented domestic water crisis, rolling blackouts, and heavy air pollution.
- Last week, the IAEA passed a new resolution demanding access to Iranian nuclear sites, as well as information regarding the stocks of uranium which Iran was holding in sites targeted by the US and Israel.
- Iran has given no indication of what happened to this stockpile. IAEA Director-General Rafael Grossi stated publicly that the agency was ready to resume inspections and re-engage with Iran, but for now the Iranians are uninterested in any kind of cooperation.
Looking ahead: The most volatile front in the Israel-Iran conflict remains the Lebanese one. The United States are insisting on December 31 as the deadline for Lebanon to fully disarm Hezbollah, in keeping with the ceasefire agreement in Lebanon which went into effect one year ago following Israel’s decisive victory over Hezbollah.
- Israeli policy makers expect Trump to blame Lebanon if his deadline is not met. At the same time, there is concern that US tolerance for offensive Israeli military action in Lebanon during a ceasefire might end or become more limited. This would mirror the situation in Gaza, where Israeli firepower has largely been restricted to immediate responses to armed actions by Hamas fighters against Israeli positions, rather than the pre-emptive operations Israel has been conducting almost nonstop since the Lebanese ceasefire went into effect.
- Military analyst Yoav Limor, writing in Israel Hayom, posits that an all-out effort by the Lebanese Armed Forces to disarm Hezbollah by the deadline may be the only way to “save Lebanon from itself.” The odds of this happening, in his assessment, are extremely low, comparable to those of Lebanon joining President Trump’s Abraham Accords.
