Iran Keeps Low Profile in Iraq's Vote, Still Pulls Strings

Iraqi Prime Minister Mohammed Shia al-Sudani (X)
Iraqi Prime Minister Mohammed Shia al-Sudani (X)
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Iran Keeps Low Profile in Iraq's Vote, Still Pulls Strings

Iraqi Prime Minister Mohammed Shia al-Sudani (X)
Iraqi Prime Minister Mohammed Shia al-Sudani (X)

Iran is allowing rival Shi’ite factions in Iraq to battle it out in a wide-open political arena ahead of the country’s November 2025 elections, adopting a hands-off approach as its regional influence wanes.

But officials and analysts say Tehran is quietly preparing a “Plan B” from a distance, wary of internal Shi’ite conflict and the potential return of populist cleric Moqtada al-Sadr.

While Iran remains largely absent from the backrooms where election alliances are typically shaped, insiders say it is still keeping close watch — ready to step in to prevent infighting among its allies, particularly as it seeks to stay out of the spotlight of US President Donald Trump’s administration in Baghdad.

Since Iraq’s Coordination Framework – a coalition of Iran-aligned Shi’ite parties – announced plans to run on separate lists, the race for Shi’ite votes has narrowed to two main figures: incumbent Prime Minister Mohammed Shia al-Sudani and former premier Nouri al-Maliki.

A senior leader in al-Maliki’s Islamic Dawa Party warned the contest could spiral beyond control.

Strategists working in the campaign teams of major Shi’ite factions say Tehran’s influence has notably waned.

“For the first time, we don’t feel Iran’s pressure in forming alliances,” said one operative. “But they’re still there, in case a political storm threatens to uproot the whole process.”

This marks a turning point in Iran’s role in Iraq. Rumors circulating in Baghdad suggest Tehran is willing to make sacrifices — potentially even among its Iraqi proxies — to safeguard the broader regional order, especially as its Houthi allies in Yemen face setbacks.

At the same time, Iranian-linked groups in Iraq have conveyed to Tehran a desire to integrate further into state institutions — even if that means laying down their arms temporarily.

Tensions between Baghdad and Tehran remain muted but persistent, particularly over how Iraq’s election dynamics might impact Iran’s stalled nuclear negotiations. Yet both sides appear to agree that the current political turbulence is temporary and necessary.

On April 25, 2025, Iran’s Supreme Leader Ali Khamenei described the talks with the United States as “a temporary situation,” telling mourners at a ceremony in Tehran that “the dominance of hypocrisy is not eternal, but a temporary divine test.”

Earlier, Iraqi sources told Asharq al-Awsat that Iranian-backed factions in Iraq had received religious authorization from Khamenei to engage in tactical maneuvers in response to pressure from Trump’s administration.

Recent interviews conducted by Asharq al-Awsat with Iraqi politicians paint a picture of near-chaotic freedom in the political arena — likened to “freestyle wrestling” — that could again spiral into street violence.

Some fear a repeat of the September 2022 clashes, when Sadr’s supporters stormed Baghdad’s fortified Green Zone to protest their exclusion from forming a majority government.

“Iran may have stepped out of the election kitchen,” said one political figure. “But it’s still very much inside the house.”

Fluid alliances

A fluid and shifting map of alliances is taking shape in Iraq’s Shi’ite political landscape ahead of the November 2025 parliamentary elections, as Iran adopts an unusually low profile, leaving its allies to grapple with strategy and rivalry on their own.

On April 10, 2025, Asharq al-Awsat revealed that Esmail Qaani, the commander of Iran’s Quds Force, had quietly left behind a small team in Baghdad to oversee political files, including preparations by Shi’ite factions for the elections.

But within two weeks, Iraq’s Iran-aligned Coordination Framework announced it would run as separate lists – a familiar tactic under Iraq’s electoral law, which divides the country into multiple constituencies and often amplifies internal rivalries.

Despite the presence of Qaani’s operatives, Iranian influence appears largely absent from the coordination rooms of the Shi’ite bloc.

“Tehran is going through a delicate moment,” said a senior leader in the Islamic Dawa Party. “It’s focused on defending its own political system and legacy, which explains why its presence in Baghdad is barely visible.”

That vacuum, according to the official, has allowed greater freedom among Shi’ite parties to explore alliances independently — though not without risk. “Operating without supervision has its dangers,” they added.

Over the past two weeks, a flurry of negotiations among Shi’ite parties has yielded little consensus, with many attempts to build joint electoral lists stalling amid shifting loyalties and strategic feints.

The result is what observers describe as a “liquid map” — alliances that form and dissolve without resolution.

Deputy Speaker of Parliament Mohsen al-Mandalawi drifted toward former Prime Minister Nouri al-Maliki’s State of Law Coalition before backing away. Likewise, Hadi al-Amiri, head of the Badr Organization, drew close to Prime Minister Mohammed Shia al-Sudani, only for the two to part ways after a brief convergence — a pattern that could easily repeat.

Hisham Dawood, a researcher at the French National Center for Scientific Research, says Iraq’s Shi’ite political community has been fracturing since 2009, when al-Maliki chose to run independently to assert his leadership, triggering tensions that were only later resolved under Iranian pressure amid the rising challenge from the secular Iraqiya bloc led by Ayad Allawi.

Today’s fragmentation of the Coordination Framework, Dawood argues, is part of a broader regional unraveling.

“The Gaza war, Hezbollah’s setbacks in Lebanon, the collapse of Assad’s regime in Syria, and the intensified strikes on the Houthis in Yemen — all point to a shifting Middle East,” he said.

These changes are forcing Iran to re-evaluate its strategy in Iraq. “How does it preserve its strategic gains?” Dawood asked. A senior Dawa figure close to al-Maliki suggested Iran may be deliberately signaling non-interference, focusing instead on internal stability and recalibrating its foreign policy.

“Iran might be letting its allies clash now, confident they will come back to it in the end,” said another senior Shi’ite leader. “Only Iran knows how to tie the final knots.”

Iraq seen as Iran’s potential ‘Sacrifice’ amid regional retreat

A senior figure in Iraq’s Dawa Party believes Iran may be prepared to let Iraq become the next “sacrifice” in a string of strategic retreats, following Syria, Lebanon, and Yemen — all in a bid to protect Tehran’s political system from collapse.

“To avert a major threat, Tehran could even offer up Iraq,” the politician told Asharq al-Awsat. “But the Iranians never truly change. They will never accept pulling back from the region. They will return — it’s only a matter of time.”

Despite Iran’s subdued profile in Iraq’s pre-election landscape, many within the Shi’ite-dominated Coordination Framework remain unconvinced that Tehran has really stepped away.

“There are key interests here that require a watchful eye,” one member of the alliance said, speaking on condition of anonymity. “And Iran’s network is far from absent,” they added.

According to insiders, multiple power centers within Iran are involved in the Iraq file — including the Quds Force, the Iranian Revolutionary Guard Corps (IRGC), Iranian intelligence, the office of Supreme Leader Ali Khamenei, and even individuals within his family.

“Each has its own preferences and interests when it comes to Iraq’s elections,” one official said.

Dawood underscored Iraq’s strategic weight for Tehran: “Iraq is not Syria, and not even Lebanon. It is Iran’s largest commercial market and a vital land bridge to the Mediterranean.”

Indeed, while Iran’s presence may no longer dominate Baghdad’s political scene, Qaani’s team has held discreet meetings with key Shi’ite figures to ensure “everything remains under control.”

Negotiators working on election alliances say Tehran is still involved — but from a distance.

“They have two clear priorities,” one strategist said. “Reducing the number of competing lists to avoid fragmentation, and ensuring that major armed factions are integrated into broad alliances.”

When Asharq al-Awsat asked leaders of armed groups whether they planned to participate in the elections, most said they had not yet decided — or that the vote was not their concern.

Kazem al-Fartousi, a leader in the Kata'ib Sayyid al-Shuhada Brigades, acknowledged the tension: “We don’t readily accept participating in the elections, even if we’re convinced that they are the foundation of Iraq’s political system.”

‘The kids have grown’

Iran’s waning influence in Iraq is not only the result of a weakening “Axis of Resistance” across the region — it’s also because “the kids have grown up,” says Dawood, referring to Iraq’s powerful Iran-backed militias and factions.

“These groups now have their own patronage networks and strong local interests inside Iraq,” Dawood told Asharq al-Awsat. “They can no longer be controlled through blind loyalty to Tehran.”

Until recently, Iran-aligned factions were more responsive to pressure from Tehran, Dawood explained. “At the time, their interests aligned closely with Iran’s. These factions lacked a social base, funding, and military experience — they were reliant on Iranian backing.”

Today, many of those same groups form the core of al-Sudani’s government — “no longer operating on the sidelines, but from within,” Dawood said. The evolution presents what he calls a “structural crossroads” for Iraq’s armed groups.

“They now face a stark choice,” he said. “Either preserve their strategic gains by dismantling their armed wings and integrating their fighters into state institutions, or risk mounting regional and international threats — particularly after the political earthquakes in Syria.”

This growing assertiveness is already visible within the Coordination Framework, where Shi’ite parties are increasingly engaging in open political competition with fewer restraints. According to senior Shi’ite officials, these intra-Shi’ite rivalries continue to play out under “remote Iranian monitoring,” but with far less direct interference than in the past.

Power struggle between Maliki and Sudani

A simmering rift within Iraq’s ruling Shi’ite coalition has spilled into public view, as al-Sudani and al-Maliki clash over control of the government and the future of the Coordination Framework ahead of the 2025 elections.

In early January, Ammar al-Hakim, leader of the Shi’ite “National Wisdom Movement,” broke the silence over tensions brewing inside the coalition. He pointedly reminded allies that al-Sudani, who once held a lone parliamentary seat, owes his rise to the premiership to the Coordination Framework — and should not attempt to chart his own course.

“Some coalition leaders are asking: why empower someone who now seeks to outgrow us?” Hakim said, framing al-Sudani’s independence as a betrayal.

According to a political advisor who served in previous Iraqi cabinets, the coalition is grappling with what he calls “the Prime Minister complex” — the tendency among Shi’ite leaders to resist any premier who gains too much personal influence. al-Maliki, who held office from 2006 to 2014, is among those alarmed by al-Sudani’s growing stature and regional outreach.

“Al-Sudani is replicating al-Maliki’s first term,” the advisor told Asharq al-Awsat, “leveraging a strong central state and public sector to cultivate loyalty.”

 

That strategy, however, has triggered anxiety inside the Framework. A senior figure in al-Maliki’s Dawa Party said al-Maliki is uneasy with how al-Sudani manages the cabinet and bypasses consensus mechanisms. “We are now dealing with a prime minister with unchecked authority,” he said.

The tensions reached new heights when al-Sudani traveled to Qatar and met Syrian President Ahmed al-Sharaa without coordinating with his political allies — moves seen by some as an attempt to position himself as a regional powerbroker.

The Dawa official warned that “landmines are planted in al-Sudani’s path,” and he will need “considerable strength” to navigate them ahead of the vote.

Iraq’s political arena is no stranger to explosive conflicts, but al-Sudani is testing these waters for the first time — and with competing agendas in his head, according to a veteran political figure. “He’s trying to manage opposing plans simultaneously,” the source said.

Despite Tehran’s reduced visibility, Iranian actors continue to wield influence, often behind the scenes. One source said Iran has pressured al-Sudani to include certain armed factions in his circle as a means of securing his position and protecting Tehran’s interests. “Iran sees al-Sudani as a difficult but valuable figure — not someone to discard easily.”

Members of al-Sudani’s Furatain Bloc declined to comment on his election strategy. However, sources close to coalition talks confirmed that al-Sudani has clashed with Badr Organization leader Hadi al-Amiri over the leadership of a joint electoral list.

According to these sources, al-Sudani demanded to head the alliance and called for a pledge supporting his bid for a second term — conditions viewed as excessive by Amiri’s camp.

Political analysts say al-Sudani is seeking to break free from the shadow of the Coordination Framework’s first-generation leadership, especially those associated with hardline regional agendas such as the “Al-Aqsa Flood” rhetoric. Yet, aware of the political landmines ahead, he is carefully courting allies who can shield him from the fallout.

“Color of the cat doesn’t matter”: Iran adapts its Iraq strategy amid shifting regional dynamics

Iran appears to have recalibrated its approach to Iraq, learning from past overreach and embracing a more pragmatic stance that reflects regional shifts and American influence, analysts and political insiders say.

Tehran’s introspection dates back to the tenure of former Iraqi Prime Minister Adel Abdul Mahdi (2018–2019), a period viewed by Iraqi protesters and civil movements as “tragic.”

At the time, Iran was emboldened by what it saw as the decline of US influence in West Asia and pushed to consolidate its hold over Iraq, according to a former Iraqi government advisor.

Abdul Mahdi, a seasoned figure with roots in the Tehran-founded Islamic Supreme Council of Iraq, oversaw a period during which pro-Iran factions expanded their parallel state structures. But the October 2019 protest movement disrupted that momentum, triggering a political realignment — despite the deaths of over 600 demonstrators.

“Tehran realized it had overplayed its hand,” the former advisor told Asharq al-Awsat. “Since then, it’s returned to a more measured formula.”

Dawood said Iran has spent the past two decades convincing — or compelling — Washington to share responsibility for Iraq’s political management. “This dual oversight between the US and Iran often drives the reconfigurations we see in Iraqi politics,” he said.

The former advisor likened Iran’s flexibility to Deng Xiaoping’s famous adage: “It doesn’t matter what color the cat is, as long as it catches mice.” Iran, he said, demonstrated this mindset during the war against ISIS, and even earlier.

He recalled how, before the 2003 US-led invasion of Iraq, Iran issued religious rulings allowing Shi’ite factions to cooperate with the United States — despite Tehran’s official position branding it the “Great Satan.” That green light cleared the way for opposition figures to travel to Washington in preparation for the Gulf War.

On the other side of Iraq’s fractured Shi’ite landscape, secular-leaning politicians see an opportunity. One such figure, who spoke to Asharq al-Awsat on condition of anonymity, said he had visited Washington twice — before and after Trump’s inauguration in January 2025.

“The next elections must reflect the transformations sweeping the region,” he said. “If they don’t, Iraq risks being left behind in the emerging Middle East order.”

Iran’s ‘plan B’: quiet calculations in Iraq ahead of 2025 elections

Iran is recalibrating its presence in Iraq, balancing public restraint with behind-the-scenes maneuvering as it braces for a pivotal election season. While Tehran’s footprint appears subdued, political sources say its operatives are quietly managing a fallback strategy — “Plan B” — from the shadows.

Two competing narratives dominate assessments of Iran’s current posture. One holds that Tehran is intentionally keeping a low profile in Baghdad to avoid provoking Washington and to demonstrate its commitment to ongoing negotiations. The other suggests Iran is overstretched at home but will inevitably return to assert itself more forcefully.

But behind the scenes, commanders aligned with Esmail Qaani, head of Iran’s Quds Force, are actively adjusting political calculations in Baghdad, according to Shi’ite political insiders.

Leaked details from high-level meetings in the Iraqi capital indicate that Tehran is seeking to secure three key objectives before the November 2025 elections: prevent the emergence of a Shi’ite faction that could challenge its influence in the future, preserve a carefully curated balance of electoral competition among Iraq’s Shi’ite parties, and keep both al-Sudani and al-Maliki politically viable — even if they remain rivals.

"Al-Sudani could be Tehran’s strategic bet if talks with Washington succeed, while al-Maliki may prove crucial if they fail," a senior figure in Iraq’s Dawa Party told Asharq al-Awsat.

Iran is currently working to keep Shi’ite political rivalries from escalating into violence, but the same Dawa official warned that “Plan B” would see Tehran decisively back one faction — particularly if the powerful Sadrist movement reenters the political fray.

Sources familiar with the thinking inside the Sadrist camp said the bloc is deliberately delaying any announcement on whether it will contest the elections, hoping to catch its rivals off-guard and reduce their ability to mobilize against it.

A business of politics

Iraqi elections increasingly resemble a high-stakes entrepreneurial summit, where political newcomers and veterans alike jockey to raise their stakes in power.

“Everyone is in it to boost their influence,” said a former Shi’ite candidate who ran in Iraq’s first two post-2003 elections. “For many newcomers, this is their shot at entering the club of political elites.”

The retired candidate, now observing from the sidelines, said Tehran is grappling with a generation of loyalists who have matured into power brokers.

“Some of them now have access to state contracts and resources. They’re strong enough to donate to the Revolutionary Guard — not the other way around.”

This complex and shifting power dynamic alarms researchers like Dawood, who warned that two decades of Shi’ite rule have delivered disappointing outcomes.

“What we’ve seen is a rentier economy entirely dependent on oil, a complete absence of economic vision, and little understanding of how to govern a complex society,” Dawood said. “Add to that a lack of market knowledge, limited regional or global connectivity, and a systemic fusion of diplomacy with ideology — plus entrenched corruption.”

As Iraq approaches its next election, Dawood sees two parallel tracks hurtling toward November 2025: the failure to build a rational state model, and intensifying regional and international pressure.

 



Siege of Balad Base May Prelude ‘Doomsday’ Scenario in Iraq

A US military handout image shows the Balad Air Base in Iraq in 2011.
A US military handout image shows the Balad Air Base in Iraq in 2011.
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Siege of Balad Base May Prelude ‘Doomsday’ Scenario in Iraq

A US military handout image shows the Balad Air Base in Iraq in 2011.
A US military handout image shows the Balad Air Base in Iraq in 2011.

An American contractor responsible for operating Iraq’s F-16 fighter jets has withdrawn its staff from an Iraqi air base after attacks by Iran-aligned factions, leaving Baghdad racing to find replacements before its most advanced aircraft risks becoming “scrap,” officials and sources said.

The attacks cap years of what sources describe as “infiltration and espionage attempts” targeting US technology acquired by Iraq about a decade ago, culminating in what they called a “doomsday scenario” to seize Iraqi military assets.

The Iraqi government had tried to persuade staff from V2X to remain at Balad Air Base despite repeated strikes. A senior Iraqi official said that although the attacks caused no major damage, “the company’s employees insisted on leaving for their own safety.”

According to a foreign contractor, security personnel and employees, the evacuation followed an intense wave of drone attacks and was carried out during a temporary truce to secure what one source described as a “high-risk flight.”

Since the outbreak of war involving the US-Israeli war on Iran, the Balad Air Base has come under attack from three directions, most of which failed to cause significant damage, sources said.

During the first term of President Donald Trump, Iran-aligned groups forced a previous American contractor to leave the same base after the US strike that killed Qassem Soleimani in January 2020.

Dozens of staff from Sallyport were reported to have departed after deadly attacks.

The pattern now appears to be repeating with V2X during Trump’s second term, but in a broader regional war.

Drone attacks strain operations

The first attack in the current escalation occurred on March 2, the third day of the war. Subsequent strikes followed a pattern, often between midnight and early dawn, sometimes involving paired drones.

Local residents filmed smoke rising near the base. A nearby farmer told Asharq Al-Awsat that most drones fell within or just outside the perimeter, close to the security fence.

A security source said around 10 attacks were recorded in the first month of the war, causing no casualties or damage, including to the F-16 fleet.

But the attacks disrupted daily operations. “We had to stay in fortified rooms for hours,” one contractor said, adding that foreign staff feared a repeat of the 2012 US consulate attack in Libya.

Iraqi staff downplayed the threat, saying operations continued as normal.

Evacuation under truce

Baghdad’s efforts to retain the American team failed. The official said the logistical support program for the F-16s was essential to keeping Iraq’s fighter squadron operational, but the staff chose to leave.

Sources said dozens of foreign personnel were evacuated overnight aboard a military C-130 aircraft to a neighboring country, in coordination with the US military. The operation was timed with a brief truce in the final week of March.

Some advisers had already withdrawn in late February, citing early warnings of rising risks.

V2X did not respond to requests for comment. A New York Stock Exchange filing shows its contract was renewed in June 2025 with an initial value of $118 million.

The base now lacks a specialized team to operate Iraq’s F-16s, and the government lacks the funds to maintain them, the Iraqi official said.

Aircraft at risk

Retired Colonel Salam Asaad said the aircraft would likely become inoperable without American expertise. “Local crews lack the experience to manage such a strategic system,” he said.

He added that the jets delivered to Iraq had been modified, with the United States removing some systems and not equipping them with long-range missiles.

Even during the war against ISIS, Iraqi F-16s relied on coalition aircraft to strike targets, he said.

Although the US Central Command has pointed to improved Iraqi self-sufficiency in recent years, the combination of technical dependence and sustained attacks has exposed vulnerabilities.

The attacks on Balad are part of a broader campaign since early March targeting US and Iraqi facilities. A source close to armed factions said the initial goal was to pressure US forces, but “when they withdrew, the targets expanded.”

The source said Iran’s Revolutionary Guards sought to isolate adversaries from the F-16 fleet and prevent its use during the conflict.

A former Iraqi official involved in procurement said Iran-aligned groups had long shown a strong interest in the aircraft, suggesting Tehran was uneasy with Iraq possessing such capabilities because it would view it as a threat.

‘Doomsday scenario’

An Iraqi official said a prolonged intelligence struggle had taken place between the US and Iranian sides over access to the aircraft’s systems, with armed groups repeatedly attempting to gather sensitive information.

Figures within Iraq’s ruling pro-Iran Coordination Framework warned of a potential “coup against what remains of the state.”

One figure said that after the war, factions could move toward a “doomsday scenario,” consolidating control over state military assets with political backing and institutional presence.

On March 30, head of the IRGC’s Quds Force Esmail Qaani said the “resistance’s joint operations room” had contributed to shaping a new regional order.

A former Iraqi official said earlier attempts by armed groups to penetrate military infrastructure had failed, but could now be seen as “a long rehearsal,” with Iraq being exposed to the Iranians during the war.


Facts about Strait of Hormuz Shipping Blockade

Around a fifth of global crude oil and liquefied natural gas passes through the Strait of Hormuz in peacetime. NASA Earth Observatory/AFP/File
Around a fifth of global crude oil and liquefied natural gas passes through the Strait of Hormuz in peacetime. NASA Earth Observatory/AFP/File
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Facts about Strait of Hormuz Shipping Blockade

Around a fifth of global crude oil and liquefied natural gas passes through the Strait of Hormuz in peacetime. NASA Earth Observatory/AFP/File
Around a fifth of global crude oil and liquefied natural gas passes through the Strait of Hormuz in peacetime. NASA Earth Observatory/AFP/File

Here are the latest key facts and figures about the blockage of the Strait of Hormuz, a crucial shipping route virtually paralyzed by the Middle East war.

Around a fifth of global crude oil and liquefied natural gas passes through the waterway in peacetime.

The war erupted on February 28 when the United States and Israel began bombing Iran, prompting Tehran to retaliate with strikes across the region and sharply restrict access to the strait.

First incident reported in over a week

The Express Rome, a Liberia-flagged container vessel, reported on Monday that two unknown projectiles splashed next to the moving ship within an hour of each other. All crew were reported safe.

The ship was 22 nautical miles northeast of the Ras Tanura port in Saudi Arabia, according to the British maritime security agency UKMTO and maritime security firm Vanguard Tech.

Iran's Revolutionary Guards previously claimed to have attacked the vessel on March 11, in a press release published by the ISNA news agency.

Monday's was the first such incident, attack or suspicious activity reported by the UKMTO since March 22.

Since March 1, 2026, 25 commercial vessels, including 11 tankers, have been attacked or reported incidents in the Gulf, the Strait of Hormuz or the Gulf of Oman, according to the UKMTO.

Drones struck fuel tanks at Oman's Salalah port on Saturday, injuring one worker and disrupting operations but hitting no vessels.

Eight sea workers killed

Since the conflict began, at least eight seafarers or dock workers have died in incidents in the region, according to the International Maritime Organization (IMO).

A further four remained missing and 10 were injured.

Around 20,000 seafarers are affected in the region, according to the IMO.

Handful of crossings

Seventeen commodities vessels crossed the strait over the weekend, 12 of them on Saturday, making it one of the busiest days for crossings since March 1, according to maritime intelligence firm Kpler.

From March 1 to 30 as of 1700 GMT Monday, commodities carriers made just 196 crossings, according to Kpler data -- a decrease of 95 percent from peacetime.

Of these, 120 were by oil tankers and gas carriers and most were travelling east out of the strait.

Chinese container ships pass

On Monday, two further ships -- ultra-large container vessels owned by Chinese shipping giant Cosco -- appeared to have successfully crossed the strait after an aborted attempt last week, maritime tracker MarineTraffic said on X.

It interpreted their passage as "signaling a potential shift in conditions for commercial shipping".

Steel, soybeans shipped

Nine of the commodities ships passing through the strait over the weekend were dry bulk carriers transporting metals, iron ore pellets and soybean meal.

Four vessels were liquified petroleum gas tankers and the rest were liquid tankers.

The channel in peacetime sees around 120 daily transits, according to shipping industry intelligence site Lloyd's List.

2,000 ships in Gulf

Around 2,142 vessels have sent transponder signals in the Gulf west of the Strait of Hormuz in the past day, according to Bloomberg data.

Of those, 298 were tankers, including 10 very large gas carriers and 55 very large crude carriers.

Iran-approved route

Recent crossings appeared to have mainly used a route apparently approved by Iran around Larak Island just off the country's coast.

Leading shipping journal Lloyd's List last week said at least 34 ships had been tracked using it.

The Revolutionary Guards said the route was closed to vessels travelling to and from ports linked to Iran's "enemies".

45% sanctioned ships

Since the war started, 45 percent of the crossings have been by ships under US, EU or UK sanctions, according to an AFP analysis of passage data.

Of the crossings by oil and gas tankers, 62 percent were by vessels under sanctions.


What Could Trump Achieve by Threatening Iran's Kharg Island?

Some 90 percent of Iran's crude exports pass through Kharg Island, making it a potentially crucial pressure point for Tehran. EUROPEAN SPACE AGENCY/AFP
Some 90 percent of Iran's crude exports pass through Kharg Island, making it a potentially crucial pressure point for Tehran. EUROPEAN SPACE AGENCY/AFP
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What Could Trump Achieve by Threatening Iran's Kharg Island?

Some 90 percent of Iran's crude exports pass through Kharg Island, making it a potentially crucial pressure point for Tehran. EUROPEAN SPACE AGENCY/AFP
Some 90 percent of Iran's crude exports pass through Kharg Island, making it a potentially crucial pressure point for Tehran. EUROPEAN SPACE AGENCY/AFP

A scrubby island in the Gulf that is roughly one third the size of Manhattan, Kharg Island is the nerve center of the Iranian oil industry -- and at the heart of US President Donald Trump's latest efforts to pressure Tehran.

On Monday Trump vowed that a failure by Iran to agree a deal to end the war could see the United States "completely obliterating" the export hub.

A day earlier, he had said the United States could take the island, eyed by the Pentagon for ground operations, "very easily".

So what are Trump's options, and how might Iran react if he presses on this pressure point?

What is Kharg Island?

It may be a mere scrap of land, but Kharg handles around 90 percent of Iran's crude exports, according to a report by US bank JP Morgan.

Located in the north of the Gulf, around 30 kilometers (20 miles) from the Iranian coast and more than 500 kilometers from the Strait of Hormuz, it has no oil wells.

But it has Iran's largest oil terminal, oil pipelines, storage tanks and related infrastructure.

It also has military facilities, some of which have already been hit by Israeli-US strikes.

On March 13, "US forces executed a large-scale precision strike on Kharg Island", Centcom, the US military command for the region, said.

"The strike destroyed naval mine storage facilities, missile storage bunkers and multiple other military sites. US forces successfully struck more than 90 Iranian military targets on Kharg Island, while preserving the oil infrastructure."

Sources close to US intelligence services told US broadcaster CNN Iran had deployed additional troops and defense systems to the area in recent weeks, including MANPAD-type surface-to-air missiles and mines.

Trump's options?

There appear to be three routes for US forces wishing to seize the island -– an airborne attack; an amphibious operation; or a combination of the two.

The Pentagon is currently moving US paratroopers and Marines into the area.

"(The) US combat force build-up sets the stage for (a) potential ground offensive in Iran," said US think tank Soufan.

Centcom former commander General Joseph Votel told The War Zone website this month it would not take that many soldiers to seize Kharg.

"On a small island like Kharg, I imagine you'd need a battalion of Marines. We are therefore talking about a force of 800 to 1,000 men, perhaps a little fewer, certainly not much more," he said.

But taking Kharg and holding onto it "are two different things", stressed Professor Phillips O'Brien of the University of St Andrews in Scotland.

He said the US military would struggle to retain the island within range of Iranian missiles and drones.

Just 60 kilometers away is the city of Bushehr, an important military center "from which the Iranians defend the entire northern part of the Gulf, including Kharg", noted Pierre Razoux of French research center FMES.

Why do it?

Trump's war goals remain hazy. It is unclear whether he primarily wants to force Iran to reopen shipping lanes in the Strait of Hormuz; force regime change in Tehran; coerce the Iranians into concessions on their nuclear or ballistic missile programs.

In the short term, capturing Kharg could give Washington leverage to force Iran to negotiate -– presumably on Trump's terms, given the country's dependence on oil revenue, the Soufan Center said.

It might not have much effect in reopening the Gulf to shipping, however, because Iran controls a string of other islands in the Strait of Hormuz.

And if the Iranians choose not to cede to Trump's demands, "What does the US do?", O'Brien wondered.

"Does the US then, out of spite, level all the economic facilities on Kharg?

"That could easily boomerang back in American faces. It means oil prices skyrocket even more and stay high for much longer," he said.

"It also means Iran will be incentivized to shut down the traffic in the Straits for even longer. If they cannot get their own oil out, why let anyone else's?"