"*" indicates required fields

Subscribe

This field is for validation purposes and should be left unchanged.

By subscribing you agree to our Privacy Policy

Subscription Settings
Analysis

Iran’s Strategic Lessons Learned

What factors explain the transformation in Tehran’s strategic thinking and behavior, and what will be the trajectory under the new president?

Ali Alfoneh

6 min read

Iranian President Ebrahim Raisi delivers a speech after taking his oath as president in a ceremony at the Parliament in Tehran, Iran, Aug. 5. (AP Photo/Vahid Salemi)
Iranian President Ebrahim Raisi delivers a speech after taking his oath as president in a ceremony at the Parliament in Tehran, Iran, Aug. 5. (AP Photo/Vahid Salemi)

The meteoric rise of Iranian President Ebrahim Raisi in the political firmament of the Islamic Republic has led to some speculation about impending transformation in Tehran’s strategic thinking and behavior. The transformation, however, has been in the making for some time. Other than expected, yet restrained, retaliatory attacks against shipping linked to Israel, there have been a number of attacks attributed to Tehran that mark a shift in Iranian behavior: sabotaging shipping in the Gulf of Oman in May 2019; the September 2019 attacks against Saudi oil processing facilities; and the attempt in August to hijack the MV Asphalt Princess. What factors explain the transformation in Tehran’s strategic thinking and behavior, and what will be the trajectory under the new president?

A more confrontational behavior may well be the trajectory, largely due to four strategic lessons learned by officials in Tehran: 1) Proxy wars secured Iran military victories in Syria and Yemen; 2) the administration of President Donald J. Trump withdrew from the Joint Comprehensive Plan of Action nuclear deal, but Iran persevered under the “maximum pressure” campaign; 3) there were no military responses to the attacks against Saudi Arabia and the United Arab Emirates; and 4) the coronavirus pandemic appears to have increased, rather than decreased, state control over society in Iran.

Few factors shape strategic thinking and behavior of states as victory in wars. Iran’s military intervention in the Syrian civil war since 2011, and widespread use of proxy forces, in particular Lebanese Hezbollah fighters, secured survival of the allied regime of President Bashar al-Assad. In the Yemeni civil war, Tehran’s Houthi allies have managed to deny military and political victory to Saudi Arabia and the UAE, Iran’s regional rivals, in their intervention since 2015. The first strategic lesson learned for Islamic Republic strategists is unequivocal: Warfare by proxy is highly effective.

Diplomacy, on the other hand, has its limits, as Tehran discovered. Despite Jim Mattis, then secretary of defense, and high-ranking military and intelligence officials attesting to Iranian compliance, President Donald J. Trump withdrew from the Iran nuclear deal in May 2018. The Trump administration further engaged in economic warfare against Iran, with the expressed goal of changing the Islamic Republic’s behavior, if not to change the regime itself. Tehran indeed changed its behavior, but for the worse from the U.S. perspective, and successfully stimulated non-oil exports to compensate for the loss of oil revenue. The Iranian public suffered immensely, but the regime survived the Trump presidency, thereby learning its second strategic lesson: Perseverance equals survival.

Apropos bad behavior, Tehran turned against the two Arab states most vocal in their support for the U.S. withdrawal from the nuclear deal – the UAE and Saudi Arabia. The experiment was only partially successful: Suspected Iranian attacks against the two countries failed to leave a lasting impact on oil prices, and Washington did not cease its economic warfare against Iran. However, Tehran empirically proved Washington would not entangle itself in a war with Iran for the sake of its Arab allies. Trump, commenting on the attacks against Saudi oil infrastructure, spelled this out on September 16, 2019: “That was an attack on Saudi Arabia, and that wasn’t an attack on us.” The UAE and Saudi Arabia have since engaged in an effort to repair relations with Tehran. In doing so, the Islamic Republic learned its third lesson: There is no appetite for war in Washington, and intimidation works.

The coronavirus pandemic may not have taught the Islamic Republic a new strategic lesson but confirmed the timeless wisdom of realism: The Islamic Republic experienced anti-regime protests, but impoverished, malnourished, sick, or fearing disease, the Iranian public at no point threatened the regime’s survival. On the contrary, the government’s selective distribution of scarce resources, such as bread and vaccines, along with effective suppression of protests, kept the regime afloat. This was the fourth strategic lesson or reminder.

These strategic lessons guide the Islamic Republic’s behavior, which is likely to follow a more confrontational trajectory: Absent an existential threat against the regime, the Islamic Republic is not likely to accommodate Washington’s additional demands as preconditions for the United States recommitting itself to the Iran nuclear deal. After all, why give further concessions without any guarantee that the next U.S. president will honor President Joseph R. Biden Jr.’s commitments? Just as important, why give further concessions if the Biden administration is politically incapable of removing the sanctions infrastructure, which deny Iran a peace dividend?

Tehran will continue negotiating with Washington, but Iran is already shaping the psychological atmosphere in the room by further attacks against Arab allies of the United States, hoping Riyadh and Abu Dhabi will use their influence in Washington to ease sanctions against Iran or stop enforcing the existing sanctions regime.

The Islamic Republic is also likely to further invest in the tools that secured its victories in recent years: the Quds Force of the Islamic Revolutionary Guard Corps and Iranian proxies willing to fight Iran’s wars; cruise and ballistic missiles along with drones; further diversification of Iran’s economy to achieve greater independence from oil; and greater focus on the IRGC and Basij militia to suppress protesters at home.

None of this bodes well for the United States or its Arab allies, who must brace themselves for an overconfident and confrontational Iran.

The views represented herein are the author's or speaker's own and do not necessarily reflect the views of AGSI, its staff, or its board of directors.

Ali Alfoneh

Senior Fellow, AGSI

Analysis

Iran’s Strategic Dilemma: Capitulation or Parity?

The current cease-fire may just be an interregnum between rounds of conflict between Israel and Iran, as Iranian decision makers appear more inclined to pursue strategic parity than capitulate.

Ali Alfoneh

7 min read

Iran's army commander-in-chief General Amir Hatami attends a video call with top commanders in Zolfaghar central headquarters, Iran, June 23. (Iranian Army Press Service via AP)

The United States on the Verge of Another “Forever War”?

U.S. entry in the air war on Israel’s side could have seriously destabilizing consequences in the broader Gulf region unless the war ends quickly.

Ali Alfoneh

4 min read

Smoke rises from the building of Iran's state-run television after an Israeli strike in Tehran, Iran, June 16. (AP Photo)

Iran Is Attacked, the Gulf Reacts

AGSI explains what Israel’s sudden and massive attack on Iran is likely to mean for Gulf Arab states, Iran, the United States, and global and regional economies.

34 min read

Smoke rises after an explosion in Tehran, Iran, Friday, June 13. (AP Photo/Vahid Salemi)

A Path to a Stronger United States in the Gulf

AGSI offers pragmatic, targeted policy recommendations for the Trump administration to maximize U.S. political and economic influence with the crucial emerging regional powers in the Gulf.

20 min read

President Donald J. Trump, fifth left, attends a group photo session with Saudi Crown Prince Mohammed bin Salman, fourth right, UAE Crown Prince Khaled bin Mohammed bin Zayed al-Nahyan, second right, Bahraini Crown Prince and Prime Minister Salman bin Hamad al-Khalifa, left, Qatari Emir Tamim bin Hamad al-Thani, third left, Kuwaiti Emir Meshal al-Ahmed al-Jaber al-Sabah, second left, GCC Secretary-General Jasem Albudaiwi, right, during the GCC Summit in Riyadh, Saudi Arabia, May 14. (AP Photo/Alex Brandon)
View All

Events

Jun 23, 2025

U.S. Strike on Iran: Regional and Diplomatic Fallout

On June 23, AGSI hosted a discussion on the United States' attack on Iranian nuclear sites.

President Donald J. Trump speaks from the East Room of the White House in Washington, June 21, after the U.S. military struck three Iranian nuclear and military sites, as Vice President JD Vance, Secretary of State Marco Rubio, and Defense Secretary Pete Hegseth listen. (Carlos Barria/Pool via AP)
President Donald J. Trump speaks from the East Room of the White House in Washington, June 21, after the U.S. military struck three Iranian nuclear and military sites, as Vice President JD Vance, Secretary of State Marco Rubio, and Defense Secretary Pete Hegseth listen. (Carlos Barria/Pool via AP)

Jun 16, 2025

Assessing Iranian, U.S., and Gulf Reactions and Options Following Israel’s Unprecedented Attack on Iran

On June 16, AGSI hosted a discussion on Israel's attack on Iran.

Rescuers work at the scene of a damaged building in the aftermath of Israeli strikes, in Tehran, Iran, June 13. (Majid Asgaripour/WANA via REUTERS)
Rescuers work at the scene of a damaged building in the aftermath of Israeli strikes in Tehran, Iran, June 13. (Majid Asgaripour/WANA via REUTERS)

Apr 29, 2025

The Real Deal? Are Washington and Tehran Closer to a Compromise?

On April 29, AGSI hosted a discussion on the U.S.-Iranian nuclear negotiations.

Iranian Foreign Minister Abbas Araghchi, left, meets his Omani counterpart Sayyid Badr Al Busaidi prior to negotiations with Special Envoy to the Middle East Steve Witkoff in Muscat, Oman, Saturday, April 12. (Iranian Foreign Ministry via AP)
In this photo released by Iranian Foreign Ministry, Iranian Foreign Minister Abbas Araghchi, left, meets his Omani counterpart Sayyid Badr Albusaidi prior to negotiations with U.S. Mideast envoy Steve Witkoff in Muscat, Oman, Saturday, April 12, 2025. (Iranian Foreign Ministry via AP)

Jul 11, 2024

In Conversation With Ali Alfoneh: Does Iran’s Presidential Election Matter?

On July 11, AGSIW hosted a discussion on Iran's presidential election.

People watch the debate of presidential candidates at a park in Tehran, Iran July 1, 2024. (Majid Asgaripour/ West Asia News Agency via REUTERS)
People watch the debate of presidential candidates at a park in Tehran, Iran July 1, 2024. (Majid Asgaripour/ West Asia News Agency via REUTERS)
View All