Iran Faces Tough Choices in Deciding How to Respond to Israeli Strikes

This satellite photo from Planet Labs PBC shows damaged buildings at Iran's Khojir military base outside of Tehran, Iran, Oct. 8, 2024. (Planet Labs PBC via AP)
This satellite photo from Planet Labs PBC shows damaged buildings at Iran's Khojir military base outside of Tehran, Iran, Oct. 8, 2024. (Planet Labs PBC via AP)
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Iran Faces Tough Choices in Deciding How to Respond to Israeli Strikes

This satellite photo from Planet Labs PBC shows damaged buildings at Iran's Khojir military base outside of Tehran, Iran, Oct. 8, 2024. (Planet Labs PBC via AP)
This satellite photo from Planet Labs PBC shows damaged buildings at Iran's Khojir military base outside of Tehran, Iran, Oct. 8, 2024. (Planet Labs PBC via AP)

It's Iran's move now.
How Iran chooses to respond to the unusually public Israeli aerial assault on its homeland could determine whether the region spirals further toward all-out war or holds steady at an already devastating and destabilizing level of violence.
In the coldly calculating realm of Middle East geopolitics, a strike of the magnitude that Israel delivered Saturday would typically be met with a forceful response. A likely option would be another round of the ballistic missile barrages that Iran has already launched twice this year, The Associated Press said.
Retaliating militarily would allow Iran's clerical leadership to show strength not only to its own citizens but also to Hamas in Gaza and Lebanon's Hezbollah, the militant groups battling Israel that are the vanguard of Tehran's so-called Axis of Resistance.
It is too soon to say whether Iran's leadership will follow that path.
Tehran may decide against forcefully retaliating directly for now, not least because doing so might reveal its weaknesses and invite a more potent Israeli response, analysts say.
“Iran will play down the impact of the strikes, which are in fact quite serious,” said Sanam Vakil, the director of the Middle East and North Africa program at the London-based think tank Chatham House.
She said Iran is “boxed in" by military and economic constraints, and the uncertainty caused by the US election and its impact on American policy in the region.
Even while the Mideast wars rage, Iran's reformist President Masoud Pezeshkian has been signaling his nation wants a new nuclear deal with the US to ease crushing international sanctions.
A carefully worded statement from Iran’s military Saturday night appeared to offer some wiggle room for Iran to back away from further escalation. It suggested that a cease-fire in the Gaza Strip and Lebanon was more important than any retaliation against Israel.
Supreme Leader Ali Khamenei, Iran's ultimate decision-maker, was also measured in his first comments on the strike Sunday. He said the attack “should not be exaggerated nor downplayed,” and he stopped short of calling for an immediate military response.
Saturday's strikes targeted Iranian air defense missile batteries and missile production facilities, according to the Israeli military.
With that, Israel has exposed vulnerabilities in Iran’s air defenses and can now more easily step up its attacks, analysts say.
Satellite photos analyzed by The Associated Press indicate Israel's raid damaged facilities at the Parchin military base southeast of Tehran that experts previously linked to Iran's onetime nuclear weapons program and another base tied to its ballistic missile program.
Current nuclear sites were not struck, however. Rafael Mariano Grossi, the head of the International Atomic Energy Agency, confirmed that on X, saying “Iran’s nuclear facilities have not been impacted.”
Israel has been aggressively bringing the fight to the Iranian-backed militant group Hezbollah, killing its leader and targeting operatives in an audacious exploding pager attack.
“Any Iranian attempt to retaliate will have to contend with the fact that Hezbollah, its most important ally against Israel, has been significantly degraded and its conventional weapons systems have twice been largely repelled,” said Ali Vaez, the Iran project director at the International Crisis Group, who expects Iran to hold its fire for now.
That's true even if Israel held back, as appears to be the case. Some prominent figures in Israel, such as opposition leader Yair Lapid, are already saying the attacks didn't go far enough.
Regional experts suggested that Israel's relatively limited target list was intentionally calibrated to make it easier for Iran to back away from escalation.
As Yoel Guzansky, who formerly worked for Israel’s National Security Council and is now a researcher at the Tel Aviv-based Institute for National Security Studies, put it: Israel's decision to focus on purely military targets allows Iran "to save face.”
Israel's target choices may also be a reflection at least in part of its capabilities. It is unlikely to be able to destroy Iran's nuclear facilities on its own and would require help from the United States, Guzansky said.
Besides, Israel still has leverage to go after higher-value targets should Iran retaliate — particularly now that nodes in its air defenses have been destroyed.
“You preserve for yourself all kinds of contingency plans,” Guzansky said.
Thomas Juneau, a University of Ottawa professor focused on Iran and the wider Middle East, wrote on X that the fact Iranian media initially downplayed the strikes suggests Tehran may want to avoid further escalation. Yet it's caught in a tough spot.
“If it retaliates, it risks an escalation in which its weakness means it loses more,” he wrote. “If it does not retaliate, it projects a signal of weakness.”
Vakil agreed that Iran's response was likely to be muted and that the strikes were designed to minimize the potential for escalation.
“Israel has yet again shown its military precision and capabilities are far superior to that of Iran,” she said.
One thing is certain: The Mideast is in uncharted territory.
For decades, leaders and strategists in the region have speculated about whether and how Israel might one day openly strike Iran, just as they wondered what direct attacks by Iran, rather than by its proxy militant groups, would look like.
Today, it's a reality. Yet the playbook on either side isn't clear, and may still be being written.
“There appears to be a major mismatch both in terms of the sword each side wields and the shield it can deploy,” Vaez said.
“While both sides have calibrated and calculated how quickly they climb the escalation ladder, they are in an entirely new territory now, where the new red lines are nebulous and the old ones have turned pink,” he said.



Iran’s Centrifuges: The Long Road Towards a Nuclear Bomb

This photo released on Nov. 5, 2019, by the Atomic Energy Organization of Iran shows centrifuge machines in the Natanz uranium enrichment facility in central Iran. (Atomic Energy Organization of Iran via AP, File)
This photo released on Nov. 5, 2019, by the Atomic Energy Organization of Iran shows centrifuge machines in the Natanz uranium enrichment facility in central Iran. (Atomic Energy Organization of Iran via AP, File)
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Iran’s Centrifuges: The Long Road Towards a Nuclear Bomb

This photo released on Nov. 5, 2019, by the Atomic Energy Organization of Iran shows centrifuge machines in the Natanz uranium enrichment facility in central Iran. (Atomic Energy Organization of Iran via AP, File)
This photo released on Nov. 5, 2019, by the Atomic Energy Organization of Iran shows centrifuge machines in the Natanz uranium enrichment facility in central Iran. (Atomic Energy Organization of Iran via AP, File)

The UN nuclear agency has confirmed that Iran plans to install around 6,000 new centrifuges to enrich uranium, according to a report seen by AFP on Friday.

“Iran informed the Agency that it intended to feed” around 6,000 centrifuges at its sites in Fordo and Natanz to enrich uranium to up to five percent, higher than the 3.67 percent limit Tehran had agreed to in 2015.

The Iranian decision came in response to a resolution adopted on November 21 by the UN nuclear watchdog that censures Tehran for what the agency called lack of cooperation.

On Thursday, Iran had threatened to end its ban on acquiring nuclear weapons if Western sanctions are reimposed.

The country’s foreign minister, Abbas Araghchi, said in an interview that the nuclear debate inside Iran is likely to shift towards the possession of its own weapons if the west goes ahead with a threat to reimpose all UN sanctions,

What are centrifuges?

They are precise devices with cylinders that rotate much faster than the speed of sound, to collect enriched uranium atoms.

To explain how centrifugation works, rotating cylinders are much like medical laboratory equipment used to test blood.

The high rotation speeds exert a rotational force that separates the various components of blood as a function of their density and quantity in the sample.

In the case of uranium, the centrifuge operates using the familiar principle of centrifugal force. This force separates two gases of unequal masses in a spinning cylinder or tube. The heavier uranium-238 isotope collects at the outer edges of the cylinder while the lighter uranium-235 collects near the axis of rotation at the center.

Around 20 kg of uranium enriched to a 90% purity level would be needed for a single nuclear weapon. It would take about 1,500 SWU to produce a weapon-equivalent of 90 percent-enriched uranium from this enriched uranium.

At Fordo, Iran is currently using the two only operating cascades of IR-6 centrifuges there to enrich to 60% from 20%.

There are 1,044 centrifuges active at the Fordo uranium enrichment plant, Iran's President Masoud Pezeshkian said.

He had earlier asked the Iran Atomic Energy Agency to begin inserting uranium gas into newly activated advanced centrifuges.

Early this month, a spokesperson for the US State Department said Iran's expansion of uranium enrichment activities in defiance of key nuclear commitments is "a big step in the wrong direction”.

His statement came after Tehran announced it would start injecting uranium gas into centrifuges at Fordo.

Dispute

The Nuclear Non-Proliferation Treaty, signed in 2015 between Tehran and Western countries, says advanced centrifuges for uranium enrichment could operate until January 2027.

The difference between the first generation of centrifuges (IR-1) and the other generations is speed. The latest generation, IR-6, could enrich uranium up to 10 times faster than the first-generation IR-1, according to Iranian officials.

During the heyday of its nuclear program, Iran operated a total of 10,204 first-generation IR-1 centrifuges at the Natanz and Fordo facilities. But under the deal, Iran's commitments included operating no more than 5,060 IR-1 centrifuges for a period of 10 years.

Although the centrifuges that Iran installed before the 2015 nuclear deal were of the first generation, Tehran’s recent uranium enrichment activity at nuclear sites has reached disturbingly advanced levels, potentially increasing the nuclear proliferation risk.

Major centrifuge activities in Iran

May 2008: Iran installed several centrifuges including more modern models.

March 2012: Iranian media announced 3,000 centrifuges at Natanz.

August 2012: The International Atomic Energy Agency announced that Iran had installed large parts of the centrifuges at Fordo.

November 2012: An IAEA report confirmed that all advanced centrifuges had been installed at Fordo, although there were only four working centrifuges, and another four fully equipped, vacuum tested, and ready to go.

February 2013: IAEA says Iran has operated 12,699 IR-1 centrifuges at the Natanz site.

June 2018: Iran’s supreme leader revealed Tuesday that it ultimately wants 190,000 nuclear centrifuges — a figure 30 times higher than world powers allowed under the 2015 deal.

September 2019: Iran mounted 22 IR-4, one IR-5, 30 IR-6, and three IR-6 for testing, outside the treaty boundaries.

September 2019: Iran announced it started operating advanced and fast centrifuges to enrich uranium.

November 2024: Iranian Foreign Minister Abbas Araghchi announces that his country will operate several thousand advanced centrifuges.

November 2024: Iranian state television broadcasts AEOI Chief Mohammad Eslami announcing that “gasification of a few thousands of new generation centrifuges has been started.”