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Notes -
Does disaster in Iran make war with China less likely?
As the fog of war begins to clear after the last ten days, a few things have become evident.
There is no revolution in Iran. The IRGC’s grip on power has strengthened, or at least not weakened. In Khamenei’s son it has its preferred candidate in power, at least nominally (it may be the institution rather than the man who is in power, but it doesn’t really matter). The IRGC has more than 150,000 men, heavily armed, extremely well trained, in control of more than 40% of the economy. True Shia believers, deeply committed to the Islamic revolution, they know they have no future in a secular Iran and will do anything to prevent it. The secular middle class can flee, as they have for decades, and have low casualty tolerance. Even worse, the risk-takers in that demographic were already killed or jailed in the previous wave of repression. According to various sources, more than 80-90% of Iranian mine laying speedboats and other platforms are still operational. These are very hard to target from the air, they’re small, easily hidden, widely dispersed along the coast. Minutes ago, Fars announced that Iran will not allow a single ship affiliated with America or its allies through the Strait. According to CNN, US intelligence believes mine laying has already commenced.
The US has only two escalations left open. The first, which is low-casualty (comparatively), is to bomb Kharg and/or Iranian oilfields, pipelines and refineries, and/or Iranian tankers using the Hormuz or Iran’s Eastern ports where they’re scaling up shipping. In that event, Iran’s low cost drones will attack Gulf oil production. The Strait will remain heavily mined and inaccessible for months for cargo traffic. Oil surges to $150, perhaps beyond; the Gulf nations will be forced to sue for peace with Iran, expelling US bases. The regime holds, even still; the people are not armed, resistance is limited. The second option is that the US goes all-in, attempting a ground invasion, arming the Kurds (destroying further relations with Turkey); thousands of American soldiers die but Tehran can likely be occupied, the IRGC retreats to hardened mountains it knows well, quagmire with far higher casualty rates than Afghanistan, and far less US support. Both routes end with the GOP finally turning on Trump and a wipeout in the midterms.
The consequences are clear, and for all his faults, the president has very good immediate political instincts if poor military ones: the US will declare mission accomplished, the president may well personally blame the Iranian people for failing to rise up (“you know, I really thought they’d do it, it’s a shame, you know, but they had their chance”), Witkoff will force Israel’s hand to stop further action like he did with the Gaza deal. Through back channels with Turkey or Russia, the Iranians will agree to slowly stop their action, so that they can rebuild. Iran will quickly complete its bomb. A period of rebuilding and greater domestic repression will follow. The Gulf states will be angry with Iran, but will ultimately draw closer with it out of necessity.
Most importantly, and this is true in pretty much every scenario, the US will have experienced a major geopolitical and military humiliation that makes conflict with China much less likely. Missile defenses shredded by cheap drones that can be mass produced by the million by China will rightly create visions of entire hundred billion dollar carrier fleets destroyed by a hundred million dollars of Chinese drones in a massed attack. Unlike in the Gulf, in a Taiwan conflict in which the US actually fought, bases in Guam, Korea, Japan and elsewhere could definitionally not be evacuated abroad (those forces would be needed to fight).
And while some Americans, Jewish and Evangelical, place eschatological and otherwise deep religious important on the geopolitics of the conflict with Iran (or rather, on its hated adversary), even these people are less motivated for a war with China over Taiwan, especially as chip production diversifies geographically. Who actually wants war with Taiwan? Some AI labs who don’t want Chinese competition? Seems unlikely, open source models will get out regardless. The influential Taiwanese diaspora like Lisa and Jensen? Seems unlikely that they want their country destroyed; most smart Taiwanese I know have made peace with their country’s destiny a long time ago. Neocons? Even many of them seem to be going on record to say this war is a bad idea, and many don’t care much about China for the reasons above.
The information environment in this war is worse than in Ukraine. "Various sources" may well be full of shit. In any case, the US has the ability to target speedboats from the air.... what, you think blowing up Venezuelan drug boats was just about stopping drugs?
The US has a lot more than two escalations open. The one I have been expecting is a limited invasion to occupy Qeshm and the smaller Iran-controlled islands in the Straits. This would disrupt the ability of Iran to attack ships, and directly threaten their own shipping.
As for mining, if Iran mines the straits while their oil production is still active, they've cut themselves off from oil sales. Mines have no IFF, and the Iranians have only one filling terminal outside the straits, which the US could easily destroy from the air.
What’s the logic here? They can (and are) still shipping oil from the port not in the Strait (Jask I think). The US can bomb it, sure, but then the shaheds start bombing Saudi, Emirati, Kuwaiti etc oilfields without inhibition, which is far worse for America and its allies than it is for Iran (which is already fighting an existential war if you’re a senior regime figure) - and which the GCC specifically doesn’t want to happen. Even worse, they might go all in and start bombing gulf desalination plants, at which point you guarantee a humanitarian crisis.
Iran can mine the straits, keep shipping oil from the Gulf of Oman, and dare the US to do something. If America attacks, they go for the jugular and attack Gulf oilfields directly and devastatingly. If they don’t, they get away with it. No good options absent a deal, which they don’t seem to want to do.
There were headlines about strikes on desalination plants a few days ago. We might already be here.
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