Scenarios in Iran in 2024: Regional Openness to Confront Sanctions

Supreme Leader Ali Khamenei meets with members of the Assembly of Experts for Leadership in February 2023. (Supreme leader’s website)
Supreme Leader Ali Khamenei meets with members of the Assembly of Experts for Leadership in February 2023. (Supreme leader’s website)
TT

Scenarios in Iran in 2024: Regional Openness to Confront Sanctions

Supreme Leader Ali Khamenei meets with members of the Assembly of Experts for Leadership in February 2023. (Supreme leader’s website)
Supreme Leader Ali Khamenei meets with members of the Assembly of Experts for Leadership in February 2023. (Supreme leader’s website)

Iran is hoping to continue in 2024 its policy of improving relations with its neighbors and consolidating economic cooperation with regional countries and its allies in an effort to ease the impact of the American and European sanctions and keep its nuclear negotiations alive as the US presidential elections draw near.

Unless Joe Biden’s administration makes an offer that upends the equation, Tehran and Washington will likely continue to exchange messages through their channels without really achieving a diplomatic breakthrough over the nuclear deal until the winner of the elections is announced on November 5.

The new American administration will take office in January 2025 and soon after, Iran will be gearing up to hold presidential elections in spring. President Ebrahim Raisi is likely to run again given the support he enjoys from Supreme Leader Ali Khamenei.

Iran is expected to continue its uranium enrichment at high levels and its “catch and release” policy with the International Atomic Energy Agency to prevent the file from being referred to the UN Security Council. The possibility that it may change course and head towards producing a nuclear weapon remains on the table if Iran decides to withdraw from the Treaty on the Non-Proliferation of Nuclear Weapons and put the nuclear deal out of its misery.

The war on Gaza and its repercussions and the Russian-Ukrainian war will continue to impact Iran’s nuclear and diplomatic negotiations with the US and its western allies.

As it stands, the war on Gaza and conflict in Ukraine will help ease the pressure off Tehran when it comes to the nuclear file or even reining in the Revolutionary Guards’ development of ballistic missiles and drones or backing armed factions that are loyal to its ideology.

The strategy of teetering on the edge of a confrontation with the US and Israel, while exerting maximum pressure through armed groups will be at the top of Iran’s policies. So far, Tehran has steered clear of direct responsibility to avoid the consequences of the attacks on American forces or threats to marine navigation. Iran says it supports these groups, but claims they make their own decisions independently of it.

So, the nuclear file and economic sanctions will continue to dictate Iran’s foreign policy and internal balances.

Elections

Iran is set to hold parliamentary elections in March, marking one of the most important dates on its calendar. The elections will pit the Iranian street against their rulers some 529 days after the eruption of popular protests in wake of the death of Mahsa Amini.

The electoral campaign kicks off days after the 44th commemoration of the Iranian revolution. People will elect 290 lawmakers for a four-year term. Iran will also hold elections for the Assembly of Experts for Leadership. It is unclear how much the alliances of reformists and moderates or even conservative critics of the Iranian president will be able to change the balance of power in the parliament, including the ouster of its speaker Mohammad Bagher Ghalibaf.

The legislative elections are unlikely to lead to marked change in the political scene given the authorities’ insistence on unifying the directions of the government and parliament, with the decision-making powers that directly answer to Khamenei.

Khamenei and political powers are keen on increasing the voter turnout given the low numbers that showed up for the 2020 parliamentary and 2021 presidential elections. The polls witnessed the lowest ever turnout in four decades.

The last parliamentary elections witnessed a turnout of 42.5 percent and 25.4 percent in Tehran. The turnout in the presidential elections reached 48.8 percent and 26 percent in Tehran or one in four eligible voters took part. The turnout in the capital was the lowest across the country.

Reconciling the street and ballot boxes will be an arduous task, especially in wake of the protests over Amini’s death in police custody in September 2022. The authorities’ crackdown on the protests left over 500 people dead. The consequences of the crackdown persist to this day. Rulers blamed western forces for allegedly stoking the unrest and riots. The authorities ultimately view voter turnout as a “test” of the legitimacy of the regime, which it is missing more than ever before.

Khamenei’s successor

Along with the parliamentary elections, attention will be focused on the elections of the Assembly of Experts for Leadership, which is formed of influential clerics. One of the assembly’s main duties is selecting a successor to the supreme leader if he is no longer capable of carrying on the duties entrusted to him by the assembly. The assembly has been facing serious criticism that it was neglecting its duty to oversee the performance of the supreme leader.

The assembly elections will be very significant next year as Khamenei turns 85 in April. Some clerics affiliated with the moderate and conservative movement, all of whom are former executive members of the body, including former President Hassan Rouhani, are keen on running in the elections.

After Rouhani’s term as president ended, he did not become a member of the Expediency Discernment Council, whose members are chosen by the supreme leader. He will run in the Tehran province, while Raisi sought to avoid a battle in the capital and instead registered his candidacy in the southern Khorasan province. Raisi and Hassan Khomeini, who is backed by the reformist and moderate movement, are possible candidates for the position of supreme leader.



Will Ahmadinejad Return to the Political Scene in Iran?

Iranian former President Mahmoud Ahmadinejad. (AFP)
Iranian former President Mahmoud Ahmadinejad. (AFP)
TT

Will Ahmadinejad Return to the Political Scene in Iran?

Iranian former President Mahmoud Ahmadinejad. (AFP)
Iranian former President Mahmoud Ahmadinejad. (AFP)

A report by The Atlantic said the strike that hit a region close to Iranian former President Mahmoud Ahmadinejad’s residence in the first days of the war on Iran has returned to the spotlight a still controversial political figure even though he left office for over a decade ago.

On the first day of the Iran war, the assassination of Supreme Leader Ali Khamenei overshadowed news of a strike near Ahmadinejad’s home, said the report.

“Many who remembered his term in office - marked by Holocaust denial, atom-bomb fetishism, and shoving revolutionary ideology down the throats of a country already weary of it - celebrated his reported assassination,” it added. He was president from 2005 to 2013.

“Among those who have followed Ahmadinejad’s post-presidential career, however, his targeting was more of an enigma. Since leaving office, Ahmadinejad has harshly criticized the Iranian government, and as a result, Iran’s Guardian Council has formally excluded him from running for president,” said the report.

For more than a decade, he has been known more as a regime opponent than as a supporter. “I don’t understand why Israel would want to kill him in the first place,” Meir Javedanfar, who co-wrote a biography of Ahmadinejad, told The Atlantic. “Perhaps to settle scores? It makes no sense.”

Contrary to early reports, Ahmadinejad is alive, his associates revealed, requesting anonymity. “The circumstances of his survival may prove significant as the war drags on. Whatever the intent, Ahmadinejad’s associates say the strike was in effect a jailbreak operation that freed the former president from regime control.”

“Long before the war, the government had posted a small number of bodyguards near Ahmadinejad, nominally to protect a prominent citizen but also to keep tabs on him. The regime has never been sure what to do with him,” said the report.

About a month ago, after the January protests, his freedom of movement was further reduced, his phones confiscated, and the contingent of bodyguards increased from single digits to about 50. The bodyguards were based a few hundred meters from Ahmadinejad’s residence itself, at the entrance to a cul-de-sac in Narmak, in northeast Tehran. They established a checkpoint to monitor the houses and high school on that street.

“A February 28 strike hit not the residence, but the security forces nearby. In the ensuing mayhem, Ahmadinejad and his family evidently escaped their home and went underground. The government believed he had died, and his death was announced by official channels, as well as the reformist daily Sharq.”

“When rumors arose that Ahmadinejad had escaped, regime elements immediately suspected that he had been spirited away to take part in a coup,” said The Atlantic. “Ahmadinejad’s only public statement since the attack has been a brief eulogy for the supreme leader, calculated to show that Ahmadinejad was alive and to dispel speculation that he had declared himself an enemy of the state. His location is unknown to the government.”

In 2018, former Defense Minister Hussein Dehghan likened Ahmadinejad to “the door of the mosque, which can’t be burned or thrown away” without torching the mosque itself.

“Arresting Ahmadinejad could unsettle the regime,” Javedanfar said. “He knows a hell of a lot about it.”

“Ahmadinejad’s fans say that he has popular support, and that any postwar government will want him around to lend that support. If the current regime survives, it will need all the legitimacy it can get. If it does not, the United States might need someone with intimate - if outdated - knowledge of the Iranian state to be involved with what comes next. Ahmadinejad could still be useful,” the report said.


How Have US Presidents Tapped Strategic Petroleum Reserves During War?

GILLETT, TEXAS - MARCH 11: Pump jacks operate in a field on March 11, 2026 in Gillett, Texas. Brandon Bell/Getty Images/AFP
GILLETT, TEXAS - MARCH 11: Pump jacks operate in a field on March 11, 2026 in Gillett, Texas. Brandon Bell/Getty Images/AFP
TT

How Have US Presidents Tapped Strategic Petroleum Reserves During War?

GILLETT, TEXAS - MARCH 11: Pump jacks operate in a field on March 11, 2026 in Gillett, Texas. Brandon Bell/Getty Images/AFP
GILLETT, TEXAS - MARCH 11: Pump jacks operate in a field on March 11, 2026 in Gillett, Texas. Brandon Bell/Getty Images/AFP

The US plans to release 172 million barrels of oil from its Strategic Petroleum Reserve, more than 40% of a wider release coordinated with allies, to help dampen prices spiked by supply disruptions from the US-Israeli war on Iran.

The US sale, announced late on Wednesday, is part of a 400-million-barrel release by members of the International Energy Agency. The US Department of Energy said the US drawdown would begin next week and take about four months.

The SPR currently holds about 415 million barrels, most of which is high sulfur, or sour ‌crude, that US ‌refineries are geared to process. The crude is ‌held ⁠underground in hollowed-out salt ⁠caverns on the coasts of Texas and Louisiana that can store 714 million barrels.

Here is how US presidents have tapped the SPR in times of war:

RUSSIA INVADES UKRAINE

In March 2022, the month after Russia invaded Ukraine, former President Joe Biden ordered the release of 180 million barrels over six months - the largest sale ever from the emergency stash. Biden, ⁠and later President Donald Trump, slowly bought some oil ‌to replenish the reserves, but little ‌has been added back as Congress needs to provide more money to ‌do so.

LIBYA CIVIL WAR

In ⁠June 2011, former ⁠President Barack Obama ordered the release of 30 million barrels of oil from the reserve to offset disruptions to global markets from civil war in oil producer Libya. That sale was coordinated with the Paris-based IEA, resulting in an additional 30-million-barrel release from other member countries.

OPERATION DESERT STORM

In 1990-1991, after the Iraqi invasion of Kuwait, former President George H. W. Bush sold about 21 million barrels in two phases. In October 1990, the US ordered a 3.9-million-barrel test sale. In January 1991, after US and allied warplanes began attacks against Baghdad and other military targets in OPEC-member Iraq as part of Operation Desert Storm, Bush ordered the sale of 34 million barrels, of which half was sold.


How Trump and his Advisers Miscalculated Iran’s Response to War

Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out. Doug Mills/The New York Times
Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out. Doug Mills/The New York Times
TT

How Trump and his Advisers Miscalculated Iran’s Response to War

Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out. Doug Mills/The New York Times
Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out. Doug Mills/The New York Times

By Mark Mazzetti, Tyler Pager, Edward Wong

On Feb. 18, as President Trump weighed whether to launch military attacks on Iran, Chris Wright, the energy secretary, told an interviewer he was not concerned that the looming war might disrupt oil supplies in the Middle East and wreak havoc in energy markets.

Even during the Israeli and US strikes against Iran last June, Wright said, there had been little disruption in the markets. “Oil prices blipped up and then went back down,” he said.

Some of Trump’s other advisers shared similar views in private, dismissing warnings that — the second time around — Iran might wage economic warfare by closing shipping lanes carrying roughly 20% of the world’s oil supply.

The extent of that miscalculation was laid bare in recent days, as Iran threatened to fire at commercial oil tankers transiting the Strait of Hormuz, the strategic choke point through which all ships must pass on their way out of the Arabian Gulf.

In response to the Iranian threats, commercial shipping has come to a standstill in the Gulf, oil prices have spiked, and the Trump administration has scrambled to find ways to tamp down an economic crisis that has triggered higher gasoline prices for Americans.

The episode is emblematic of how much Trump and his advisers misjudged how Iran would respond to a conflict that the government in Tehran sees as an existential threat.

Iran has responded far more aggressively than it did during last June’s 12-day war, firing barrages of missiles and drones at US military bases, cities in Arab nations across the Middle East, and on Israeli population centers.

US officials have had to adjust plans on the fly, from hastily ordering the evacuation of embassies to developing policy proposals to reduce gas prices.

After Trump administration officials gave a closed-door briefing to lawmakers on Tuesday, Senator Christopher S. Murphy, Democrat of Connecticut, said on social media that the administration had no plan for the Strait of Hormuz and did “not know how to get it safely back open.”

Inside the administration, some officials are growing pessimistic about the lack of a clear strategy to finish the war. But they have been careful not to express that directly to the president, who has repeatedly declared that the military operation is a complete success.

Trump has laid out maximalist goals like insisting that Iran name a leader who will submit to him, while Secretary of State Marco Rubio and Defense Secretary Pete Hegseth have described narrower and more tactical objectives that could provide an off-ramp in the near term.

Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out, and vowed that oil prices would drop after it ended.

“The purposeful disruption in the oil market by the Iranian regime is short term, and necessary for the long-term gain of wiping out these terrorists and the threat they pose to America and the world,” she said in a statement.

This article is based on interviews with a dozen US officials, who asked for anonymity to discuss private conversations.

‘Show Some Guts’

Hegseth acknowledged on Tuesday that Iran’s ferocious response against its neighbors caught the Pentagon somewhat off guard. But he insisted that Iran’s actions were backfiring.

“I can’t say that we anticipated necessarily that’s exactly how they would react, but we knew it was a possibility,” Hegseth said at a Pentagon news conference. “I think it was a demonstration of the desperation of the regime.”

Trump has displayed growing frustration over how the war is disrupting the oil supply, telling Fox News that oil tanker crews should “show some guts” and sail through the Strait of Hormuz.

Some military advisers did warn before the war that Iran could launch an aggressive campaign in response, and would view the US-Israeli attack as a threat to its existence. But other advisers remained confident that killing Iran’s senior leadership would lead to more pragmatic leaders taking over who might bring an end to the war.

When Trump was briefed about risks that oil prices could rise in the event of war, he acknowledged the possibility but downplayed it as a short-term concern that should not overshadow the mission to decapitate the Iranian regime. He directed Wright and Treasury Secretary Scott Bessent to work on developing options for a potential spike in prices.

But the president did not speak publicly about these options — including political risk insurance backed by the US government, and the potential of US Navy escorts — until more than 48 hours after the conflict started. The escorts have not yet taken place.

As the conflict has roiled global markets, Republicans in Washington have grown concerned about rising oil prices damaging their efforts to sell an economic agenda to voters ahead of the midterm elections.

Trump, both publicly and privately, has been arguing that Venezuelan oil could help solve any shocks coming from the Iran war. The administration announced on Tuesday a new refinery in Texas that officials said could help increase oil supply, ensuring that Iran does not cause any long-term damage to oil markets.

A Potential Off-Ramp

Trump has said both that the war could go on for more than a month and that it was “very complete, pretty much.” He also said the United States would “go forward more determined than ever.”

Rubio and Hegseth, however, appear to have coordinated their messaging for now on three discrete goals that they began laying out in public remarks on Monday and Tuesday.

“The goals of this mission are clear,” Rubio said at a State Department event on Monday before Trump held his own news conference. “It is to destroy the ability of this regime to launch missiles, both by destroying their missiles and their launchers; destroy the factories that make these missiles; and destroy their navy.”

The State Department even laid out the three goals in bullet-point fashion, and highlighted a video clip of Rubio stating them on an official social media account.

The presentation by Rubio, who is also the White House national security adviser, appeared to be setting the stage for the president to bring an end to the war sooner rather than later. In his news conference, Trump boasted of how the US military had already destroyed Iran’s ballistic missile capability and its navy. But he also warned of even more aggressive action if Iranian leaders tried to cut off the world’s energy supply.

Matthew Pottinger, who was a deputy national security adviser in the first Trump administration, said in an interview that Mr. Trump had indicated he could decide to pursue ambitions war goals that would take weeks at least.

“In his press conference, I could hear him circling back to a rationale for fighting a bit longer given that the regime is still signaling it won’t be deterred and is still trying to control the Strait of Hormuz,” said Pottinger, now the chair of the China program at the Foundation for Defense of Democracies, a group that advocates a close US partnership with Israel and confrontation with Iran.

“He doesn’t want to have to fight a ‘sequel’ war,” Pottinger added.

The search for pathways out of the war has gained urgency since the weekend, as global oil prices surge and as the United States burns through costly munitions.

Pentagon officials said in recent closed-door briefings on Capitol Hill that the military used up $5.6 billion of munitions in the first two days of the war alone, according to three congressional officials. That is a far larger amount and munitions burn rate than had been publicly disclosed. The Washington Post reported on the figure on Monday.

Iranian officials have remained defiant, saying they will use their leverage over the world’s oil supply to force the United States and Israel to blink.

“Strait of Hormuz will either be a Strait of peace and prosperity for all,” Ali Larijani, Iran’s top national security official, said in a social media post on Tuesday. “Or it will be a Strait of defeat and suffering for warmongers.”

The New York Times