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This has long been an error in the Iranian model. Iran simultaneously has been persuing a near-breakout strategy, but also an asymmetric proxy war strategy, betting that the former would deter retaliation against the later.
Nuclear deterrence really doesn't work that way, for the same reason that Ukraine didn't refuse to fight Russia because of nukes, and that fears that supporting Ukraine with material to fight back would lead to WW3 were non-credible. Nukes don't really deter retaliation in principle, only the form. So your point here-
-is absolutely correct. But also nukes weren't needed for it. Iran is a mountain fortress, and the US didn't have the stomach for the much 'easier' Iraq occupation. A conquer/displace/occupy threat was not, and still is not, going to happen, even though nukes are the solution to that level of intervention, and even though said nukes aren't present.
They Tried (TM). It's not that Iran's IADS was terrible- they had a number of modern systems. It's just that any system can be taken apart, and Israel has done a lot of prep work.
It wasn't just the missiles and proxies, but specifically Syria. If Assad hadn't fallen, this wouldn't be happening today, because Assad wasn't just a proxy/ally, but kept the airspace closed. When Assad fell, the Israeli's bombed the old regime (technically new regime's) air defense systems, which has opened up the air corridor they're using now.
At a larger level, Iran's strategy over-estimated Assad's resilience, missing the scholerosis of how the regime military was becoming more brittle rather than more firm when the Syria civil war went long. In turn, neglecting the defense, Iran over-leveraged the offense. Whether you believe they were directly involved/aware of Hamas' October attack or not, and IIRC there were elements of the IRGC/proxy network that claimed they did, Iran via Hezbollah tried to play it to the hilt in what was probably an attempt at a broader intifada.
That strategy fell flat, in a series of events that led to here. Because the West Bank did not rise up as well, the war was focused on Gaza specifically. Because it was focused on Gaza specifically, Hezbollah was used to open a northern front via the artillery campaign. Because Hezbollah was was using so many munitions for the artillery campaign, Iran was dependent on Syria to keep the flow.
But when Israel thwacked Hezbollah via the pager campaign and follow on fighting, Hezbollah was throne into disarray. Because Hezbollah was thrown into disarray, Iran was unable to rush forces to the Syrian capital to stop the rebel offensive. Because the rebel offensive could not be stopped, the logistic chain to resupply Hezbollah was broken. And the air corridor over Syria was opened. And so on and so on and so on.
Pretty much. There are things that could result this in being a bigger strategic and not just tactical victory, but they more or less hinge on the Iranians agreeing to some sort of international seizure of their more highly enriched Uranium, and I'm not sure I see that coming.
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