Iran’s Khamenei Balances War Specter, Reestablishing Deterrence

This handout picture provided by the office of Iran's Supreme Leader Ali Khamenei shows him addressing and giving the annual address to the nation for Nowruz, the Persian New Year, in Tehran on March 20, 2024. (Photo by KHAMENEI.IR / AFP)
This handout picture provided by the office of Iran's Supreme Leader Ali Khamenei shows him addressing and giving the annual address to the nation for Nowruz, the Persian New Year, in Tehran on March 20, 2024. (Photo by KHAMENEI.IR / AFP)
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Iran’s Khamenei Balances War Specter, Reestablishing Deterrence

This handout picture provided by the office of Iran's Supreme Leader Ali Khamenei shows him addressing and giving the annual address to the nation for Nowruz, the Persian New Year, in Tehran on March 20, 2024. (Photo by KHAMENEI.IR / AFP)
This handout picture provided by the office of Iran's Supreme Leader Ali Khamenei shows him addressing and giving the annual address to the nation for Nowruz, the Persian New Year, in Tehran on March 20, 2024. (Photo by KHAMENEI.IR / AFP)

Iranian Supreme Leader Ali Khamenei is wary of tarnishing his legacy with a departure from the policy of “deterrence” in the final years of his rule, avoiding direct involvement in a potentially devastating war for his country.
Khamenei, who turns 85 next week, marks 35 years since assuming Iran's top leadership role after Khomeini. From his past as president during the Iraq war to his current position, Iran has often teetered on the edge of conflict, particularly with the US.
For Iranians, the fear of war has been a constant under Khamenei’s leadership, taking a toll on the economy due to sanctions and capital flight, leading to worsened living conditions for many.
Despite this, Iranian authorities have used the fear of war to justify expanding military activities and the nuclear program, reminding Iranians of past conflicts like the 1980s war with Iraq or US invasions in the region.
Fear of war has also been used politically to boost voter turnout, especially during elections when reformist and moderate candidates win.
After former US President Donald Trump’s “maximum pressure” strategy and the killing of Qasem Soleimani, Iran’s leaders have continued cautiously, adopting a strategy of “strategic patience.”
Iran and Israel are locked in a shadow war that has escalated over the years, sparked in part by Iran’s pursuit of nuclear weapons, exemplified by the Stuxnet virus attack in 2010.
The tension heightened during Mahmoud Ahmadinejad’s presidency of Iran, marked by a tough stance against Israel. Things got worse with the killings of nuclear scientists in Iran, blamed on Israel.
The shadow war intensified after Israel seized Iran’s nuclear archive post the nuclear deal. Then, Mohsen Fakhrizadeh, the brain behind Iran’s weapons program, was assassinated.
The Israeli threat looms large as Iran edges closer to nuclear weapons capability. Tel Aviv sees any shift of Iran’s nuclear program towards military use as a major threat, hinting at unilateral action.
Some in Iran want to halt steps towards nuclear weapons. Iranian officials claim Tehran could possess such weapons if it chose to. They argue it would bolster Iran’s deterrent capabilities.
Alongside the nuclear program, Iran already has a missile program overseen by the Revolutionary Guards, also handling drone development with support from Khamenei.
Military leaders justify expansion by building “missile cities” and investing in arms for deterrence.
Iranian missiles gained attention again recently after top officials vowed retaliation for an Israeli attack that killed a senior Revolutionary Guards general during a secret meeting at the Iranian consulate in Damascus.
After the attack, Iranians called for redefining deterrence and striking Israel.
Iranian officials justify supporting armed groups as Iran’s “strategic depth” and a way to deter Israel in the shadow war.
In a post on “X,” analyst Ahmad Zeid Abadi commented : “Who has been acting as the deterrent in recent years? Iranian officials responded to those demanding an explanation for supporting Islamic groups in the region by stating that these groups serve as a deterrent to keep war away from Iranian territory... Well, what’s the situation now? Are these groups acting as a deterrent to Iran, or is Iran assuming the role of deterrent to them?”
Iran’s state-linked newspaper, “Jam-e Jam,” suggested on Saturday that Israel’s actions were reckless and desperate. They mentioned Iran’s readiness to defend itself against any Israeli retaliation.
Hossein Jaberi Ansari pointed out two conflicting issues in dealing with Israel. First, not falling into Israel’s trap to escalate tensions after the Gaza conflict. Second, Iran’s need to respond to Israel’s attacks without losing its own deterrent power.
Ansari stressed the importance of finding a balance to maintain Iran’s deterrence against Israel while avoiding actions that would play into Israel’s hands.
He suggested that any Iranian response should target Israel’s actions in the territories it occupied since 1967, especially the Golan Heights.
The newspaper “Kayhan” also emphasized the need for Iran’s response to be strategic and not serve the interests of its enemies.
Iranian officials, including former President Hassan Rouhani, have warned against getting drawn into a direct war, affirming the Supreme Leader’s determination to thwart any enemy plans.
However, launching a major military action against Israel could shift Iranians’ perception from fearing war to facing a conflict that Tehran aims to avoid, especially during the transition to a new Supreme Leader.



IAEA: Iran Plans New Uranium-enrichment Expansion

Iranian centrifuges are seen on display during a meeting between Iran's Supreme Leader Ali Khamenei and nuclear scientists and personnel of the Atomic Energy Organization of Iran (AEOI), in Tehran, Iran June 11, 2023. Office of the Iranian Supreme Leader/WANA (West Asia News Agency) via REUTERS
Iranian centrifuges are seen on display during a meeting between Iran's Supreme Leader Ali Khamenei and nuclear scientists and personnel of the Atomic Energy Organization of Iran (AEOI), in Tehran, Iran June 11, 2023. Office of the Iranian Supreme Leader/WANA (West Asia News Agency) via REUTERS
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IAEA: Iran Plans New Uranium-enrichment Expansion

Iranian centrifuges are seen on display during a meeting between Iran's Supreme Leader Ali Khamenei and nuclear scientists and personnel of the Atomic Energy Organization of Iran (AEOI), in Tehran, Iran June 11, 2023. Office of the Iranian Supreme Leader/WANA (West Asia News Agency) via REUTERS
Iranian centrifuges are seen on display during a meeting between Iran's Supreme Leader Ali Khamenei and nuclear scientists and personnel of the Atomic Energy Organization of Iran (AEOI), in Tehran, Iran June 11, 2023. Office of the Iranian Supreme Leader/WANA (West Asia News Agency) via REUTERS

Iran has informed the UN nuclear watchdog that it plans to install more than 6,000 extra uranium-enriching centrifuges at its enrichment plants and bring more of those already in place online, a confidential report by the watchdog said on Thursday.

The International Atomic Energy Agency report seen by Reuters details what Iran meant when it said it would add thousands of centrifuges in response to a resolution against it that the IAEA's 35-nation Board of Governors passed last week at the request of Britain, France, Germany and the United States.
More enrichment capacity means Iran can enrich uranium more quickly, potentially increasing the nuclear proliferation risk. Iran denies seeking nuclear weapons but Western powers say there is no civil explanation for enriching uranium to up to 60% purity, close to the roughly 90% that is weapons grade, which no other country has done without producing a nuclear bomb.
The only enrichment level specified for new centrifuges was 5% purity, far from the 60% Iran is already producing. The lower purity, particularly at its Fordow site, could be seen as a conciliatory move by Iran as it seeks common ground with European powers before the return of US President-elect Donald Trump, though enrichment levels can be changed easily later.
Iran already has well over 10,000 centrifuges operating at two underground plants at Natanz and Fordow and an above-ground pilot plant at Natanz. The report outlined plans to install 32 more cascades, or clusters, of more than 160 machines each and a massive cascade of up to 1,152 advanced IR-6 machines.
At the same time, the number of cascades Iran plans to install vastly outnumbers those that are already installed and that Iran said it would now bring online by feeding them with uranium feedstock, which the IAEA verified it had yet to do.
"The Agency has determined and shared with Iran the changes required to the intensity of its inspection activities at FFEP (Fordow Fuel Enrichment Plant) following the commissioning of the cascades," the report said, referring to Iran's plan to bring eight recently installed IR-6 cascades there online.
Fordow is particularly closely watched because it is dug into a mountain and Iran is currently enriching to up to 60% there. The only other plant where it is doing that is the above-ground Pilot Fuel Enrichment Plant at Natanz.
Just before last week's quarterly meeting of the IAEA board, Iran offered to cap its stock of uranium enriched to up to 60%, but diplomats said it was conditional on the board not passing a resolution against Iran.
Although the IAEA verified Iran was slowing enrichment at that highest level and called it "a concrete step in the right direction", the board passed the resolution regardless, repeating a call on Iran to improve cooperation with the IAEA.
Thursday's report said Iran had finished installing the last two cascades of IR-2m centrifuges in a batch of 18 at its vast underground Fuel Enrichment Plant at Natanz, and that it planned to bring all 18 online, though the IAEA verified on Nov. 26 that no uranium had been fed into them.
Iran also told the agency it intended to install 18 extra cascades of IR-4 centrifuges at that Natanz plant, each with 166 machines, the report said.
At the above-ground pilot plant at Natanz, Iran informed the IAEA it planned to take various steps that suggested it would increase the number of full, rather than small or intermediate, cascades there, which could produce more enriched uranium.
It also said it planned to install one cascade of up to 1,152 IR-6 centrifuges at that pilot plant, which could be the biggest cascade by far in Iran yet.