Tuesday, August 25, 2026

The Real Reasons for the War in Iran - The Events of 2024

 A lot of the discourse around the Iran War suggests that it began merely as a result of Israeli pressure, who have been requesting American presidents to take such action ever since 1982. The narrative goes that Donald Trump was simply gullible or compromised enough to give the Israelis what they wanted and that this war would have started at any time in the past if a previous president had been as manipulatable. 

However this narrative overlooks the completely unique circumstances that confronted Donald Trump in January and then February of 2026. Firstly the events of 2024 left Iran in a uniquely weak position. Hezbollah in Lebanon has long been Iran's premier military asset. They were vaunted as the only Arab military organization to force an Israeli retreat when they departed southern Lebanon in 2000. By securing a land route through Shia dominated Iraq and Assad's Syria in the mid 2000s, tremendous volumes of weapons would flow into Lebanon. By 2020 Hezbollah had amassed the largest rocket and missile arsenal possessed by a nonstate actor, numbering between 75,000 and 150,000. 

This arsenal became Iran's primary method of deterring Israel, in a sense offering a similar capability to a nuclear weapon. Due to Lebanon's proximity to Israel cheap high quantity weapons could be used that would not be possible for the IRGC to employ from Iran. If Israel attacked Iran then the IRGC could unleash Hezbollah which would ravage Northern Israel and Tel Aviv with bombardments of several thousand rockets a day for perhaps weeks. Israel's defenses could reduce the damage somewhat but they were not built to absorb such volume. The only defense Israel had was to preemptively attack the Hezbollah's arsenal, which brought a tremendous risk of fumbling the preemption and attracting the bombardment unnecessarily. Additionally attacking Hezbollah unprovoked would attract the other massive rocket and missile arsenal possessed by Assad's Syria.

Between the arsenals of Hezbollah and Assad, Iran did not need a nuke. The Supreme Leader held Israel as a hostage and could constrain both Israeli and American behavior using these conventional weapons. Everything changed on October 7th 2023. With the fight to push Hamas out of Israel back into Gaza still raging Hezbollah began to tease its entry into the fight by firing a small number of rockets. Still on the backfoot, the fear of a two front war with Hamas and Hezbollah became existential and President Biden acted quickly to avoid drastic escalation. American carriers were deployed to the region and warnings issued about any parties expanding the conflict. While direct threats were avoided it seemed clear that if Hezbollah joined the war then so to would the United States, and thus Hezbollah stood down. However throughout the next year Hezbollah would continue symbolic attacks into Northern Israel in support of Hamas and the PIJ. 

The Israeli security establishment, having been rattled by a brief existential dread, concluded that allowing the Hezbollah threat to continue to exist was no longer acceptable. As the war in Gaza began to slow down during mid-2024 Israel shifted its focus to the North. On July 27th 2024 Hezbollah made a critical mistake. During an attack on an Israeli military outpost a rocket overshot the target and landed in a football field killing Druze children. In retaliation the Israelis killed a high ranking Hezbollah officer, Fuad Shukr. Hezbollah prepared a medium sized rocket barrage in retaliation however the Israelis preempted the attack and destroyed between half to two-thirds of the rocket force that was being assembled. This began a tit-for-tat campaign that saw Israel attack Hezbollah officers and assets including those in Syria while Hezbollah would respond with indecisive rocket fire.

This revealed a critical weakness in Hezbollah's rocket deterrence theory. In order to achieve effective damage to Israel a large quantity of rockets had to be fired, however doing so would initiate an all out war. Israeli attacks against isolated targets was considered below the threshold of starting an all out war so Hezbollah would not respond with a large attack. So Israel was able to gradually degrade Hezbollah command and cohesion using precision strikes while only attracting minor attacks that could be absorbed by defenses like the Iron Dome. While Hezbollah had a limited precision attack capability it could only reach into the border areas so while the IDF was taking casualties they were very few and had no decisive effect.

As Hezbollah grew weaker, Israel made its move. On the 17th of September the infamous pager attack was conducted that shattered Hezbollah's command structure and the Israeli tempo began to increase. Once again Hezbollah refused to make the jump to full scale war knowing that doing so would only draw the wrath of the Israelis and was unlikely to achieve anything but impose cost on the already committed Israelis. Bunkering down and surviving was the only choice, but even that was quickly shown to not be a choice.

Operation Northern Arrows would begin on September 23rd 2024, with the Israeli objective being the decisive defeat of Hezbollah's rocket and missile arsenal. It was wildly successful and on the 27th Nasrallah himself was targeted and killed. The rocket shield that was protecting Iran had now vanished and it would turn out that shield was also protecting Assad. As part of the campaign against Hezbollah, Israel greatly expanded its strikes in Syria. As Assad grew weaker the Syrian rebels in Idlib and East of the Euphrates saw an opportunity and pounced. In one of the most shocking campaigns in recent memory HTS and other groups swept Assad's army aside and took over the country. 

In the course of three months the walls that had stood between Israel and Iran for over 20 years crumbled. Iran was now vulnerable for the first time in recent memory. What would Israel do now that their foe, who for decades slowly maneuvered to strangle them, was now left exposed?

Saturday, November 30, 2024

Keith Kellogg thinks Biden did Trump a favor

 During a Fox News interview on November 28th, incoming Special Envoy for Ukraine and Russia, Keith Kellogg, said that retiring President Biden's decision to allow ATACMS strikes into Russia gives President Trump more leverage in negotiations with Putin. By demonstrating that only 8 ATACMS is required to perforate Russia's defenses, they are more stressed to accept a settlement. Assad could be assassinated within a month. Not long ago people were suspecting Assad was next after Nasrallah, perhaps the Israelis would bury him as a favor to Turkey or the SNA who in turn agree to starve Hezbollah of heavy weapons. 

On the 2nd of December, the Foreign Ministers of Iran and Turkey are meeting. We shall see what they agree to as the SAA and HTS stare each other down.

Sunday, October 20, 2024

The Legacy of Operation Focus

As tensions remain high in the Middle East and rhetoric continues to be thrown around I think it is important to look back to 1967 to understand an event that will undoubtedly be looming in the minds of both sides. One side debating if it need be repeated and the other concerned how to avoid such a disaster. This event would be Operation Focus, the max effort pre-emptive strike by the Israelis that utterly shattered the Egyptian Air Force at the beginning of the 1967 Six-Day War.

The nature of airpower and even more so ballistic missiles give an unprecedented advantage to the offensive. To be caught with your air force on the ground is the ultimate disaster with the American experience at Pearl Harbor and in the Phillipines during December 1941 being the most significant example. However in those cases the US Army Air Forces were hurt but not broken, while the same can't be said for the Egyptian Air Force in 1967 which was shattered in a single day.

Do similar circumstances exist now? The Iranian ballistic missile arsenal has already shown limits to Israel's defenses and blunting larger attacks will require attacking launchers pre-emptively. Israel has sworn revenge for the more recent raid and questions remain regarding what they'll attack. An Operation Focus style raid would require sustaining lots of aircraft at range and attacking many distributed targets. The F-35 fleet combined with air launched ballistic missiles may be able to strike many launchers but likely not a comprehensive attack. So what will Israel do?

Assassination of IRGC leadership in Iran would be a remarkable escalation as would attacking oil facilities. Attacking missile factories seems the most logical to avoid escalation if that's the goal. However the death of Iranian civilians would only result in more escalation. Seems escalation may be the future. 

Monday, August 5, 2024

The Parents Arrive

Today marked an interesting historic coincidence. The Russian defense minister Sergei Shoigu arrived in Iran the same day that General Kurilla, commander of US Central Command, arrived in Israel. The feelings are like that of parents arriving after there was a fight between kids at school. No doubt Shoigu will attempt to temper the Iranian response to prevent one of their closest allies from being driven to collapse. Israel has been keen to avoid supplying Ukraine with weapons and the Russians certainly appreciate that. Likewise Russia has avoided supplying weapons to Iran over the decades which Israel has also not forgotten. For nearly a decade Iran has been asking Russia to sell them Su-30 or 35s but Western and Israeli pressure has prevented that. Remarkably F-16s have arrived in Ukraine while Iran is still without Su-35s. Likely expedited arms shipments will be offered in exchange for calm. 

The US position has been very clear regarding the desire for Israeli restraint. However, the US position is not quite as neutral as Russia's, with Americans being held hostage in Gaza while the Houthis directly engage the US Navy and disrupt international commerce. American strike aircraft regularly venture into Yemen and pre-emptive strikes in Iraq against Iranian-aligned militia are becoming more common. Yet despite the Axis of Resistance standing against American ideals in the fullest the US has no interest in defeating it kinetically due to the massive economic costs of such an endeavor. But to defeat this Axis the US does not need to fight. Internal pressure in Iran continues to build as its people grow tired of being oppressed by a dictatorship of the mullahs. Just as with the Warsaw Pact, it is clear the true way to defeat it is to sit patiently and wait for it to crumble from the inside. So while US Central Command has made clear that it will defend Israel, it will not go on the offensive. 

We are now approaching a week since Hamas' political chief Haniyeh was assassinated in Tehran and so far the response from Iran has been nil. Even when a response does come the hesitation has shown how much the Iranians fear the Israelis and the consequences of excessive retaliation. If Iran is committed to reestablishing deterrence then the attack must be even more significant to overcome the appearance of indecisiveness or sluggish preparation. In light of this the Israelis have continued to issue threats that if severe damage is inflicted on Israel then the leash will come off the IDF. How to define 'severe damage' may be a point of contention soon.