Showing posts with label Iran. Show all posts
Showing posts with label Iran. Show all posts

Wednesday, 8 April 2026

Iran War - A Fragile Ceasefire

After much bluster and genocidal threats, US President Trump has announced a 14 day cease fire with Iran. This Pakistan mediated ceasefire in which Pakistan has been characterized as more of a go between rather than a credible neutral mediator is already quite fragile. The hostilities between Iran and Arab states of UAE, Kuwait and Bahrain have not yet come to an end with report of continued targeting of infrastructure in these Arab states by Iran and UAE's retaliation on Iran's Lavan Islands as of Monday morning. Israel has also refused to include Lebanon in a any ceasefire. It operations in southern Lebanon continue as usual. 

Any ceasefire does take some time to come into effect while the communication to stop hostilities trickle down to local units. In the case of Iran, due to its decentralized regional command, there is the added issue of all commanders agreeing to the temporary ceasefire. So we will have to wait for a couple of days to see if this cease fire settles in and holds. Israel however is unlikely to give up on its objectives in Lebanon so easily, hence we still need to wait and see how this pans out. There are already some voices in Israel's security establishment criticizing Trump for his decision. Israeli President Netanyahu is also facing criticism from opposition politicians for failing to achieve his objectives. As analyzed earlier, Israel's achievable objective was primarily "Mowing the grass", which, one can argue has been achieved to a great extent. The collapse of Iran's government could not be realistically expected to happen by arial bombardments and decapitation of its leadership has so far not been able to bring about internal fracture. 

One cannot rule out an eventual weakening of the governance structures in Iran over a period of time. But for now it seems the Islamic State has won the war by not losing it. The control of Hormuz strait which it has de facto achieved and will hope to convert into a de jure agreement with USA may be problematic for the Arab states, Asian states and pretty much most of the world. Iran hopes to recover its war damages from the revenue from transit fees. This means the bystander Asian nations who had no role in this war and whose interests were set aside by US and Israel while initiating this war will have to foot the bill for this war in perpetuity. Iran may also seek to use access to Hormuz as a leverage to force Asian nations to resume normal economic relations with it.

The biggest economic loser in this War other than Iran and gulf states is indeed the large energy hungry Asian economies. India for now appears to have made a mistake by not being able to maintain its neutrality in this war. Its dependency on the Gulf monarchies for economic needs and on Israel for defense needs put it in a difficult situation. Its traditional warm relations with Iran were already under stress under the weight of US economic sanctions on Iran. Its current situation is in making for a long time ever since the 2010 Obama era sanctions on Iran. Complying with those and later sanctions on Iran and Russia has lead to weakening of its energy sovereignty over the years. Hence India's position as a supplicant of USA in international relations has been solidified thanks to US sanctions regime and unwillingness of India leadership to develop any kind sanctions evasion mechanisms like China has done. India's relations with Iran in particular and increasingly its relations with Russia have become subject to US Veto.

We will have to see how this cease fire holds and whether a lasting settlement is achieved during the negotiations between Iran and USA over the course of next weeks. The differing perceptions between Iran and USA on what has been agreed to as the draft 10 point proposal from Iran does not bear much confidence in this era of social media diplomacy, where the state leaders seem to make all kinds of often contradictory statements in social media, for one to make any coherent sense of their intentions. But even this temporary fragile cease fire has come as a respite to everyone and a hope of seeing and end to this latest West Asian conflict exists. Asian nations need to get involved in this peace process at least now and not just leave it to the principal actors because much is at stake for them. The prospect of another war in West Asia over unresolved differences exists and their economic interests and immigrant population in the Gulf are both at risk if this happens.

 


     

Tuesday, 10 March 2026

Mowing the Grass in Iran

The US-Israeli air raids in Iran raised questions about the reason and objectives of this latest war in West Asia. Various justifications and objectives were shared primarily by the US government which really appeared as an after thought rather than a well articulated justification. Ever changing objectives makes it difficult to predict how far this war will go and for how long. However it should not be difficult for any observer of the Israeli actions in its neighborhood that this is nothing but a "Mowing The Grass" war. The objective of Israel is to reduce the military apparatus of Iran as much as possible while Iran is at its weakest. 

The second Trump administration has more or less followed the recommendation of the 100 days plan prepared by the advocacy group United Against Nuclear Iran(UANI). Which involved recommendations like Psyops, anti regime protests, using Starlink for information dissemination inside Iran, declared policy of use of force by US, transfer of refuelers and bunker busters to Israel. weaponizing Arab states, targeted assassinations, encourage defection in military, target IRGC via cyber and kinetic means. US defense secretary Pete Hegseth has long been associated with UANI hence his presence in the second Trump administration would have been a decisive factor in US finally being persuaded to engage in military action against Iran first in the June 2025 12 day war and now a repeat war with objectives beyond merely the destruction of Iran's nuclear infrastructure.

Since there are no clear end goals of this second Iran war it is expected that when both sides are exhausted enough, US and Israel will declare the objectives met and a much weaker Iranian government will survive and will be left licking it's wounds. Iran has indicated that such an outcome is not in its interest as it does not want to be faced with another war a few months or years down the line and hence would like to impose an unacceptable cost on US and Israel before it stops its hostilities. 

While the war has been initiated by Israel and USA it did not take long for other western powers to indirectly or directly endorse this US-Israeli action. Amongst western nations only Spain has has openly opposed this war calling it an illegal war. Opposition from Russia and China was expected who are believed to have joined in to provide direct assistance to Iran's war effort in terms of ISR.

Gulf monarchy's have borne the bulk of Iran's retaliation in this war. Iran had earlier warned that any war imposed on it will result in a regional war and that is precisely what it has hoped to do with its war strategy. Knowing fully well that Israel is better prepared for this war and perhaps calling out the duplicity of the Gulf states which wanted all the benefit of having a weakened Iran in West Asia without necessarily engaging in direct confrontation with it, Iran decided to attack US defense infrastructure in the Gulf states. It has a large number of missiles and drones to effect this strategy which involves using up its old missile and drone arsenal first while dying up the air defenses of its adversaries before moving on the newer age weapons. 

UAE and Bahrain have so far suffered the bulk of Iranian attacks. UAE perhaps because of its recognition of Israel and Bahrain because of hosting the head quarters of US 5th Fleet. Civil infrastructure in these states has not been spared either with Iranian attacks being reported in residential building, hotels, airports, oil storage facilities and even water desalination plant in Bahrain. Oil tankers and commercial ships in the Straits of Hormuz have been attacked by both sides and Natural Gas production in Qatar has been stopped. Russia's energy sector has benefited temporarily from this war since it has emerged as one of the primary remaining viable sources of energy for the energy hungry economies of Asia.  

Ever since the October 7 2023 Hamas atrocities, Israel, with US help has systematically dealt with its neighboring adversaries who were primarily financed and endorsed by Iran in Gaza, Syria and Lebanon. Then last year it went after the nuclear infrastructure of Iran to destroy its capability of developing nuclear weapons. One cannot reliably say whether Iran did not have stockpile of nuclear weapons already when Israel attacked its nuclear infrastructure in June 2025 in the so called "Twelve Day War". However one can reliably say that if it did have a bomb, the numbers were perhaps not substantial yet. Leaving only a small window of opportunity for Israel and USA to destroy Iran's nuclear infrastructure before it could enrich sufficient quantities of fissile material for creating a bigger weapon stock pile. 

One should also not overlook that this action took place not so long after India's operation Sindoor which demonstrated not only that there is room for limited war even between two nuclear weapons states but it also showed the limit of how far such a conventional war could proceed between established nuclear powers. The deterrence ability of nuclear weapons are never in question. Hence for Israel it would have further raised the now or never question for dealing with the nuclear ambitions of its adversary.

It is possible that Iran really does not have any nuclear weapon and has not enriched any fissile material to weapons grade and was merely using its fissile stockpile as a bargaining chip to lift western sanctions. At the same time and a more likely scenario is that perhaps Iran wanted to eat its cake and have it too. It wanted to be an ambiguous nuclear weapons power like Israel while being fully integrated in the world economy rather than be an overt nuclear pariah state like North Korea. The prospect of Saudi Arabia, Israel and perhaps even Turkey becoming overt nuclear weapons state as a response to Iranian nuclear weapons testing and strong opposition by the partners of Iran namely Russia and China to such a scenario in West Asia  perhaps made the choice of overt nuclear testing a difficult one for Iran.

The 2003 Fatwa placed against nuclear weapons by Ayatollah Khamenei which was issued soon after the US invasion of Iraq made it impossible for Iran to openly test a nuclear device, however the west continued to suspect that a clandestine Iranian nuclear weapons program was well in progress. This lead to the enhanced US economic sanctions on Iran the Comprehensive Iran Sanctions, Accountability, and Divestment Act of 2010 (CISADA), signed by President Obama on July 1, 2010. These Obama era sanctions and India's nuclear deal with USA made it difficult even for India to continue its purchase of Iranian oil and India progressively stopped oil imports from Iran. This was perhaps the first such occasion in recent memory when US was so brazenly able to inject itself into India's foreign policy through its domestic laws and enforce compliance by India in its sanctions regime against Iran which until then was its second largest oil export destination.

The economic sanctions on Iran had its effect and it resulted in US lead nuclear deal between the P5+1 and Iran called JCPOA in 2015. Iran agreed to reduce uranium enrichment to approx. 3% and to IAEA monitoring of its nuclear sites. Thus allowing Iran to regain access to international markets and financial system. However the Trump administration in 2018 unilaterally withdrew from the deal and reimposed sanctions on Iran. India also once again left Iran in lurch by complying with the US  unilateral sanction on Iran and stopped purchase of Iranian oil in 2019. As a side effect to this Iran-US tussle, it was revealed for everyone to see, that India's foreign and trade policy was now increasingly being determined by the US domestic law and US interests, and not by India's national interests. Its much touted strategic autonomy was progressively under stress.

With this latest war imposed on Iran by Israel and USA, India's position in West Asia and Indian ocean region has been much weakened. Not only are its millions of nationals in the gulf states in the firing line as civilian casualties of its war, its energy security and fertilizer imports are at risk due to the Gulf region being the primary source of these commodities. Already LPG supplies in India are under stress. The sinking of Iranian Naval ship which had been participating in naval exercises in India and had participated in the International Fleet review in February, so close to Indian waters just off the coast of Sri Lanka has caused embarrassment to India. GOI has tried to play down this incident but this brazen action by US Navy has dented Indian Navy's often touted claim of being the net security provider in the Indian Ocean Region. PM Modi's state visit to Israel and acceptance of Knesset Speaker's medal just on the eve of this War, has been bad optics for India. The delayed and muted reaction to this war by India is also noticeable. India, by not condemning this war, stood out from its BRICS partners Russia, China and Brazil.  

The cost of this war is not limited to West Asia alone but has global ramifications. Gulf being the energy center of the world and a region with overwhelming number of immigrant population, any instability in this region directly or indirectly affects every household in the the world. Given such a large impact of this war, it is essential that the west should have had very well thought out reason for engaging in this war. Regime change was not a likely outcome of this war without out right invasion which was unlikely from the outset. The prospect of another mowing the grass war every few months or years will plunge West Asia into another crisis and the world economy will continue to remain hostage to instability in the Gulf. India will have to find its feet and break from Israel and USA on this issue and stand with those bystander countries whose economies are being damaged by this war, to ensure that this war now comes to an end and a repeat war of this nature is not imposed by Israel and US again. 

The risk of Iran now overtly becoming a nuclear weapons power by testing a device and causing a ripple effect in the region with Saudi Arabia, Israel and Turkey following suite also exists. Iran has every incentive to test a nuclear device now, if it still has the capability left. In such a scenario it would become necessary for India to resume open ended nuclear testing and develop a robust thermonuclear arsenal (as has been advocated in past by Bharat Karnad, K Santhanam, P K Iyengar and Ashok Parthasarathi) and much longer range delivery systems to secure itself in a changing world order.