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.



Trump Wants More Economic Pressure on Iran. What Are his Options?

US President Donald Trump arrives to deliver remarks at the Nassau County Police Academy Center for Training and Intelligence in Garden City, New York, on August 14, 2026. (Photo by Kent NISHIMURA / AFP)
US President Donald Trump arrives to deliver remarks at the Nassau County Police Academy Center for Training and Intelligence in Garden City, New York, on August 14, 2026. (Photo by Kent NISHIMURA / AFP)
TT

Trump Wants More Economic Pressure on Iran. What Are his Options?

US President Donald Trump arrives to deliver remarks at the Nassau County Police Academy Center for Training and Intelligence in Garden City, New York, on August 14, 2026. (Photo by Kent NISHIMURA / AFP)
US President Donald Trump arrives to deliver remarks at the Nassau County Police Academy Center for Training and Intelligence in Garden City, New York, on August 14, 2026. (Photo by Kent NISHIMURA / AFP)

US President Donald Trump on Friday vowed to hit Iran hard economically, a day after Treasury Secretary Scott Bessent said that Washington would impose measures on Tehran that have "never been seen" as soon as next week.

The United States, United Nations and European Union have applied sanctions, implemented trade embargoes and frozen assets since the late 1970s over Iran's nuclear program, human rights violations and support for militant groups.

Since the Iran war began in February, Washington has levied additional maritime, energy and financial sanctions and started a naval blockade.

Data from the US Treasury Department's Office of Foreign Assets Control (OFAC) shows the agency has imposed sanctions on more than 1,000 people, vessels and aircraft since Trump began his second term.

Recent measures have targeted Iran's shadow oil fleet; shipping insurers; entities and people enabling Iran's acquisition of weapons; and digital exchanges, freezing an estimated $500 billion in Iran-linked cryptocurrency.

According to Reuters, experts say the Trump administration also can try these options:

SANCTIONS ON CHINESE 'TEAPOT' REFINERS

Chinese independent refineries known as "teapots" account for a quarter of Chinese refinery capacity. They operate with narrow and sometimes negative profit margins.

China buys more than 80% of Iran's shipped oil, according to 2025 data from analytics firm Kpler. Independent refiners absorb much of this trade, exposing them to so-called secondary measures that penalize entities helping a primary sanctions target.

Past ⁠US sanctions have ⁠deterred larger independent refiners from buying Iranian oil. But the independent refineries are somewhat immune since they have little exposure to the US financial system, sanctions experts say.

SANCTIONS ON CHINESE BANKS

OFAC has imposed secondary sanctions on smaller China- and Hong Kong-based entities accused of processing billions of dollars in Iranian oil and helping to fund weapons procurement.

Treasury has warned two larger Chinese banks they could face secondary sanctions if Iranian funds were found moving through their systems, but has stopped short of designating them.

Hitting those two banks, which US officials have not publicly identified, or imposing other sanctions could have a chilling effect on bigger financial institutions, sanctions experts said, although they warned it could ⁠also trigger retaliatory actions by Beijing.

Trump administration officials have sought to play down tensions between Washington and Beijing ahead of an expected meeting between Trump and President Xi Jinping later this year.

They worry that China could curtail exports of critical minerals that are essential to advanced technology production at a time when the US and Western allies are still trying to develop their own supplies.

'WHACK-A-MOLE'

The United States could continue targeting Iranian individuals and entities, as well as others in China and the Gulf, that are helping Tehran evade sanctions to collect revenues for its war effort.

Treasury recently issued sanctions against firms that are springing up to facilitate Iran's trading of oil revenue for imports. But such measures amount to a "whack-a-mole" approach that has not altered Iran's behavior, said Brett Erickson, managing principal of Obsidian Risk Advisors, noting that Tehran simply creates new entities to replace them.

Miad Maleki, a sanctions expert with the Foundation for Defense of Democracies, said Bessent was likely signaling a sharpened enforcement push against oil shippers, purchasers and currency exchangers who help Iran pay for ⁠its imports.

Further aviation sanctions were ⁠also possible, aimed at degrading Iran's ability to move trade now that the US has blockaded shipping via the Strait of Hormuz, he added.

LAND BLOCKADE

Some US and Israeli officials have floated the prospect of a land blockade, which would require assistance from Iran's neighbors: Iraq, Türkiye, Pakistan, Afghanistan, Turkmenistan, Azerbaijan and Armenia.

The Trump administration has varying degrees of closeness with all those countries except Afghanistan, but that border is mountainous and extremely difficult to patrol anyway.

SECONDARY TARIFFS

Trump has repeatedly threatened tariffs on goods from countries that do business with Iran, although the Supreme Court struck down the legal basis for such taxes.

The Senate passed a sweeping Russia sanctions bill last week that included new Iran sanctions and would give Trump new tariff powers that he could potentially use against countries that aid Iran's commerce and weapons procurement. That legislation must still pass the US House of Representatives, which could prove challenging given widespread concerns among Democrats and some Republicans about the tariff measures.


The Ukrainian Social Media Channels Tracking Russian Missiles

Ukrainians use Telegram channels to track incoming Russian missiles and drones. Tetiana DZHAFAROVA / AFP
Ukrainians use Telegram channels to track incoming Russian missiles and drones. Tetiana DZHAFAROVA / AFP
TT

The Ukrainian Social Media Channels Tracking Russian Missiles

Ukrainians use Telegram channels to track incoming Russian missiles and drones. Tetiana DZHAFAROVA / AFP
Ukrainians use Telegram channels to track incoming Russian missiles and drones. Tetiana DZHAFAROVA / AFP

The chances of a missile attack on Kyiv that night were around 50 percent, according to the administrator of a social media channel monitoring Russian air raids.

His channel, Aeris Rimor -- roughly derived from the Latin for Searcher of the Skies -- is one of dozens sending real-time messages about incoming drones and missiles.

Ukrainians consult them to track potential Russian attacks, like people check weather applications for storms but with less certainty, shorter warning, and deadly stakes.

During one recent overnight attack, AFP journalists were granted rare access to shadow "Esko", the channel's administrator, on condition that his identity and some details of the operation remained undisclosed.

The 19-year-old, sporting a budding beard, usually operates from home, filling lulls by watching the TV show Criminal Minds or honing his drone-flying skills on a simulator.

Twenty-six minutes after midnight, the air raid alert rang, soon followed by a red dot glitching across the map on a screen in front of him.

"Oh, a missile on Kyiv," he said.

Switching to Telegram, he sent a message to 150,000 followers: "KYIV TARGET!"

"It's going to hit Kyiv in about a minute," he said.

He then sent out the names of the districts being targeted, quietly lamenting a few typos.

Seconds later, explosions echoed over the capital.

The red dot disappeared from the map, only for another to pop up shorty after.

"You have to literally stay on duty and stare at the screen the whole time, because you can easily miss it," said Esko, who did not appear to struggle, even late into the night.

Esko was looking at a live map used by Ukraine's air defense units.

Red icons -- depicting Russian drones -- were dotted across the map and disappeared as they were downed by Ukraine's air force.

- Bedtime dilemma -

The channels are tolerated by authorities but operate in a legal grey area as they use information from air force contacts.

Esko would not reveal publicly how he accessed the map.

In its nightly attacks, Moscow increasingly fires ballistic missiles, flying up to thousands of kilometers (miles) per hour and reaching Kyiv within three minutes of an air raid warning.

This poses a haunting dilemma for those in the capital.

Either go to a shelter -- the metro or a basement -- in advance, accepting a disrupted and uncomfortable night of half-sleep.

Or stay home and face the risk of a hit, particularly dangerous for those in high-rise buildings in heavily targeted districts.

Sometimes authorities warn hours before a likely attack.

Telegram channels -- sifting through intelligence data -- close the information gap, putting out daily forecasts on the probability of different types of attacks.

Esko said people often reach out asking for advice.

"You can only say: something might happen... but decide for yourselves."

On a recent night in Kyiv when there were mixed signals about a Russian strike, Kateryna Reshetnyk had gone down to the subway.

She based her decision on "a parallel analysis of several channels that have been posting truthful information for a long time."

She had set up folding chair next to the turnstiles with her mother and grandmother -- their beds for the next hours.

"But no one knows for sure what will happen or not. You just rely on your intuition and survival instinct," the 34-year-old said.

- 'Tension rising' -

Hundreds of others, armed with mats, tents and pillows, had done the same.

Dogs snored next to their owners, who were glued to their phones, screens lighting up weary faces.

"We track what's happening and where, because our relatives, friends and colleagues are all over Kyiv and the region, so at least we understand what is happening and where," Reshetnyk said.

The night passed without a major strike.

Ukraine's air force grudgingly tolerates the monitoring channels.

"We can't ban them. They exist, they inform the public, for some people that's convenient," spokesman Yuri Ignat told AFP.

But he warned those running them not to post "excess information ... that the enemy can use against us."

With people making potentially life-or-death decisions based on his posts, Esko said he felt the weight of responsibility.

Much of his life now is spent at the screen, tracking hundreds of drones on only a few hours sleep.

But he prefers busy nights, rather than uneasy periods of calm when Russia is stockpiling for future attacks.

"You keep waiting, waiting, waiting, and then you start posting warnings because the tension is rising. And still, nothing happens. You post again, and nothing happens..."

"And then they hit."


US Pulls Last Aircraft Carrier in Asia as Trump Focuses on Iran and the Western Hemisphere

This handout picture released by the US Navy on May 8, 2019 shows the Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) while conducting a replenishment-at-sea with the fast combat support ship USNS Arctic (T-AOE 9), while MH-60S Sea Hawk helicopters assigned to the "Nightdippers" of Helicopter Maritime Strike Squadron (HSM) 5, transfer stores between the ships. (Jason WAITE / Navy Office of Information / AFP)
This handout picture released by the US Navy on May 8, 2019 shows the Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) while conducting a replenishment-at-sea with the fast combat support ship USNS Arctic (T-AOE 9), while MH-60S Sea Hawk helicopters assigned to the "Nightdippers" of Helicopter Maritime Strike Squadron (HSM) 5, transfer stores between the ships. (Jason WAITE / Navy Office of Information / AFP)
TT

US Pulls Last Aircraft Carrier in Asia as Trump Focuses on Iran and the Western Hemisphere

This handout picture released by the US Navy on May 8, 2019 shows the Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) while conducting a replenishment-at-sea with the fast combat support ship USNS Arctic (T-AOE 9), while MH-60S Sea Hawk helicopters assigned to the "Nightdippers" of Helicopter Maritime Strike Squadron (HSM) 5, transfer stores between the ships. (Jason WAITE / Navy Office of Information / AFP)
This handout picture released by the US Navy on May 8, 2019 shows the Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) while conducting a replenishment-at-sea with the fast combat support ship USNS Arctic (T-AOE 9), while MH-60S Sea Hawk helicopters assigned to the "Nightdippers" of Helicopter Maritime Strike Squadron (HSM) 5, transfer stores between the ships. (Jason WAITE / Navy Office of Information / AFP)

President Donald Trump's war against Iran is stretching the limits of US aircraft carriers and leaving the western Pacific without one of the key American warships as China shows more signs of aggression.

The USS George Washington is departing the Pacific and expected to replace the USS Abraham Lincoln in the Middle East amid growing concerns about mental health and supply issues aboard the long-deployed carrier. The Lincoln has had its time at sea extended from its original May return date to support operations against Iran.

The lack of a US carrier in the Pacific may be short-lived if the Navy deploys another in the next couple of months. But it shows how the open-ended operations with Iran are running some American sailors ragged, analysts say, while the Trump administration further retreats from the Asia-Pacific region and focuses on the Western Hemisphere.

“The administration says that the Pacific is supposed to be the most important behind the Western Hemisphere,” said Greg Poling, director of the Southeast Asia Program at the Center for Strategic and International Studies. Instead, the US is "doing the exact opposite" of its previously expressed goal of pulling out of the Middle East.

American allies in the Pacific are unsettled over the unpredictability of the Republican administration, Poling said, while Beijing “is quite happy with US distraction, with the frustration of US allies and partners."

China may take advantage of US carrier's absence

Beijing sees the US military presence in the region as a threat to China’s rise and an obstacle to its ambition to seize Taiwan, the self-governing island it claims as its own. But the United States has argued that the Pacific region is too important economically to lose.

No one expects China to invade Taiwan because an American aircraft carrier has left the region. But the carrier's absence gives the Chinese another opportunity to show its strength, said Bryan Clark, a former Navy submariner who is a defense analyst at the Hudson Institute.

“They’re using this as part of the narrative to demonstrate to the Philippines, to Japan, to Indonesia and others that the US is not the big dog in the western Pacific anymore,” Clark said. “They would just prefer that countries in the region decide that China is the bigger power and the US is not able to guarantee their security anymore.”

China conducted naval exercises this week with Indonesia and recently has shown signs of aggression toward Japan and the Philippines, two key US allies that also have territorial disputes with Beijing.

China carried out military drills this month near the Scarborough Shoal in the South China Sea. Both China and the Philippines have claims over the shoal. Last month, a Chinese guided-missile destroyer conducted a live-fire exercise off Japan’s southernmost island of Okinotori.

Adm. Frank Bradley, head of the US Special Operations Command, has been trying to reassure regional allies of Washington’s commitment. He was in Manila on Thursday, telling his Filipino counterparts that US special operations forces are ready to step up joint exercises to strengthen the countries' alliance. He also is expected to travel to Japan.

“We have the ability to project force, the United States, anywhere on the globe,” Bradley told The Associated Press. “And when the threat in the region of the Middle East has been attended to, we will redeploy and reorient and be able to project that force wherever else it might be required.”

“I also feel very confident in the Armed Forces of the Philippines’ ability to protect their sovereignty here and for us to remain close with them,” he said.

Evan Sankey, a policy analyst at the Cato Institute who focuses on US policy toward China, said aircraft carriers provide psychological assurance to US allies. The absence of carriers in the region, he said, “adds to the general sense that the US is distracted by events in the Middle East.”

Trump has relied on aircraft carriers for military actions

Trump has relied heavily on aircraft carriers to support military operations during his second term. For example, the USS Gerald R. Ford returned home in mid-May after an 11-month deployment, the longest since the Vietnam War, during which it supported the US fight against Iran and the capture of Venezuela's then-leader, Nicolás Maduro.

The Ford had experienced a fire in a laundry space that forced the carrier to turn around and return to the Mediterranean Sea for repairs and left hundreds of sailors without places to sleep. Meanwhile, the Lincoln has spent a record uninterrupted time at sea of more than 240 days. Democratic lawmakers have been calling for investigations and greater visibility into conditions aboard the ship.

Warships and their crews can only handle so much, said Robert Farley, who teaches national security and diplomacy at the University of Kentucky and often writes about aircraft carriers.

“People don’t get enough rest. It's psychologically exhausting. And R&R is part of keeping the crew healthy,” Farley said. “Sometimes it’s framed as, ‘These people haven’t had a vacation.’ But we are dealing with well-known limits on the capacity of a crew to operate at top efficiency over time. And that just declines."

Clark, of the Hudson Institute, said the squeeze on the nation's aircraft carriers stems from the lack of preparation and planning for the Iran war.

“If we were going to mobilize to do this kind of conflict, and we anticipated it might go this long, we might have done some changes to the carrier schedule to make sure more would be available,” Clark said.

Clark said the Navy has 11 aircraft carriers and typically deploys two or three at a time. But it could soon deploy four if the USS Theodore Roosevelt leaves San Diego for the Middle East, allowing the Washington to return to Pacific.

But the massive warships will need maintenance, likely causing a bottleneck at the nation's only two carrier shipyards.

“We’ll end up with a maintenance debt that needs to be paid for the next few years,” Clark said. “We’ll probably have less carrier presence than we’ve had in the previous years because carriers will be lined up to get into the shipyard.”

There are questions about the use of aircraft carriers in modern warfare

Michael Swaine, a senior research fellow in the Quincy Institute’s East Asia Program, questions the future need for aircraft carriers as warfare rapidly changes.

Carriers can be more easily targeted with drones and missiles, particularly by an adversary such as China, Swaine said, while smaller ships and submarines can be as effective in striking targets as the fighter jets that launch off a carrier.

Top Navy officials have indicated a desire to move away from a heavy reliance on carriers. Adm. Daryl Caudle, chief of naval operations, told The Associated Press in February that he wants to convince commanders to use smaller, newer ships and other assets instead of consistently turning to huge aircraft carriers.