The US-Israel war on Iran: Takeaway #2, the China-Iran angle

Very few people in the ‘West’ have yet paid much attention to the very significant contribution that China has made, behind the scenes, to strengthening Iran’s resilience as well as its defensive and offensive military capabilities.

Several Western reporters have written (e.g., Reuters here) about China’s heavy degree of reliance on oil imports from Iran, and many of them have noted that this has made China very vulnerable to any closure of the Straits of Hormuz that could have been sparked by a continuation of the US-Israel war on Iran. But very few Western commentators have taken note of the fact that on May 24, a lengthy freight train carrying electronics and other goods arrived in Tehran, having inaugurated the first ever direct rail link between China and Iran.

Establishing this direct rail link is not the only way in which China has been bolstering Iran’s resilience and capabilities. Of probably even greater importance has been the ability Chinese tech has given many core parts of Iran’s governance and military command systems to free themselves from reliance on the kinds of Western tech that have left users often fatally vulnerable to US-Israeli hacking. As the well-placed Chinese tech expert William Huo noted earlier today, “Iran’s drones… fly coordinated, autonomous, and lethal. That’s Chinese targeting AI and optical systems… Iranian missiles run on Chinese chips, Chinese servos, Chinese nav units.”

He noted that in return, “China gets a combat-proven proxy and real-time telemetry from a U.S.-backed target. If Iron Dome can’t keep up, what happens in Taiwan? What happens to Aegis? To Japan’s missile net? Everyone watching saw the same thing… “

Small surprise, therefore, that earlier today, per Al-Monitor, “China hosted defence ministers from Iran and Russia for a meeting in its eastern seaside city of Qingdao…”

Huo and others have noted that much of the terminal guidance that made Iran’s most advanced missiles, and some of its drones, so effective in reaching precise targets inside Israel, was provided by systems using China’s Beidou navigation system (intriguingly often shortened to ‘BDS’.) Unlike systems reliant on the Western GPS system, BeiDou is not vulnerable to US/Israeli hacking or spoofing.

Evidently, some leading people in Iran’s security sector were still, as of June 13, using Western-based communications systems like WhatsApp or Telegram. Earlier this week, a Washington Post reporter was passed, by “an Israeli individual who obtained the material” an audio recording of a threat that an Israeli security-services operative had delivered over the phone to a “senior Iranian official” warning that he and his wife and family would be murdered unless he either fled Iran or made and sent back to them within 12 hours a video in which he dissociated himself from the Iranian government.

Almost certainly, going forward, all senior Iranian officials will be restricted to using non-Western means of communication.

China’s ability to have started building valuable, concrete operational relations with many parts of the Iranian military should come as little surprise. Back in March 2023, Chinese Foreign Minister Wang Yi stunned the whole of the Western world when he succeeded in brokering a reconciliation between Saudi Arabia and Iran that changed the geopolitics of the Gulf region and West Asia very substantially.

Prior to that reconciliation, it was an unquestioned assumption of most Western policymakers that the wealthy (and Sunni Muslim) rulers of the Arabian Peninsula coast of the Gulf more or less shared their desire to see the demise of the (Shi-ite-dominated) Islamic Republic of Iran. During the whole of the current US-Israeli attack against Iran, however, the Arab Gulf rulers of the GCC have largely stood aside from joining the anti-Tehran battles, though Qatar and many of the others do still host significant US military bases. At the June 22 meeting that the UN Security Council convened urgently to discuss the US-Israel-Iran crisis, the ambassador of Kuwait put his name on the speaker’s list and in the name of all members of GCC he decried the Israeli and US attacks on Iran and called urgently for a ceasefire.

On recent developments in China’s policies toward Palestine and West Asia more generally, here are two other intriguing sources:

  1. This piece by Zhang Sheng in Mondoweiss in March. (This tracks how, despite the PRC government’s fairly close economic ties with Israel some years ago, it has more recently distanced itself from it.
  2. English translations of the speech the Chinese rep at the UN made at the June 22 session, and comments by a Ministry of Foreign Affairs spox, also on June 22. Interestingly, the Ministry spox noted that Chinese bodies had worked to evacuate 3,125 Chinese nations from Iran during the war, while “China’s Embassy in Israel helped and organized the evacuation of over 500 Chinese nationals from Israel to safety, and helped some nationals from the UK, India and Poland safely evacuate.” So that is ratio of about 6 to 1.

The US-Israel war on Iran: Takeaway #1, the stalemate

London-based security analyst Mark Sleboda gave one good initial summary of the takeaways from this war, as summarized here by Bernhard of Moon of Alabama.

I agree with most of Mark’s points, especially his bottom-line conclusion that the biggest loser was “the NPT and international law.” We’ll come back to that, later.

Here are just some quick clarifications on Mark’s point that the US and Israel came to realize that a war of attrition “was going to go badly for Israel”:

  1. People who consume mainly western corporate media need to understand that they have NOT gotten anything like the full picture of the damage that Iran’s strikes have caused to Israel’s society and economy. All foreign media reporting from Israel is subject to very strict military censorship, as I know from experience. None of the journos for Western corporate media who report from Israel tells their viewers/readers that. Shame on them!
  2. In a small slip, the Israeli Tax Authority recently released (but then speedily deleted) some docs reporting that as of yesterday they had already received 32,975 claims for damages to buildings. The Twitter account of MENA Unleashed reproduced some parts of this Israeli Tax Authority report. You can read their whole analysis of this and other damage data from Israel here.
  3. The Electronic Intifada’s indispensable Jon Elmer also presented a great assessment on June 20 of how the war was going for Israel, by then. You can see his 31-minute here, or read a transcript here. (The still photo above is from his report.)

Mark Sleboda wrote that the Iranian government had agreed to Trump’s ceasefire proposal “because they too have been badly shaken through Israeli covert warfare and their own air defense all but collapsed.” The first part of that assessment is almost certainly true, given that on the first day (Friday the 13th) of Israel’s massive initial assault, Israeli covert ops succeeded in killing more than a dozen key, top IRGC leaders and commanders, and top nuclear scientists.

However, after many decades of facing different types of attack from Washington, Israel, and their allies, the Iranians have become very accustomed to building redundancy and resilience into their command and control networks. And within just a few hours of Israel’s atrocious and quite illegal sneak attack, Iranian units were able to send 100 missiles against Israel on that first day, and then to maintain the capability to shoot missiles and drones against Israel until the very day of the ceasefire, June 24.

The image here, taken from the Haaretz website, lists just the 532 ballistic missiles that Iran sent against Israel during the war, not those low-level drones that also got through. It indicates that 31 of the missiles managed to evade Israel’s multi-layered (and generously US-funded) interceptor system.

Toward the end of Jon Elmer’s June 20 report, he gave some intriguing figures on just how expensive Israel’s anti-ballistic and anti-drone interceptors are, compared with the often minimal cost of the incoming Iranian weapons. (As with Yemen’s Ansarallah, as he noted.) There have also been several reports that Israelis were just plain running out of interceptors for their high-level Arrow system.

Mark Sleboda was right to say that Iran’s air-defense system had “all but collapsed” as of June 13– when, on the first day of Israel’s attack one of its main target sets was precisely the Iranian air-defense radars and associated systems. And that left many, many parts of Iran woefully unprotected against Israel’s many waves of bomber aircraft, which received considerable, active help from the USAF along the way in the spheres of both intel coordination and in-air refueling as the Israeli planes streaked across the skies of Syria, Iraq, and possibly also Jordan, with huge amounts of help from US Centcom.

Source, IISS via Jon Elmer. Click to enlarge

However, Iran is a very large country and it’s nearly 1,800 km away from Israel. So though Israel has a very large, very capable (and did I mention US-funded and US-supported?) Air Force, it was still, after eleven days, quite incapable of breaking the Iranian military in any meaningful way. And meantime, though the USAF and the IAF were able to act with a high degree of safety for themselves inside that air-bridge from Israel to Iran, the Iranian military/IRGC was able to get to Israel using two different layers of the atmosphere: both by shooting their large and capable missiles very much higher than the USAF-IAF air bridge and by send their Shahed drones very much lower, as Jon Elmer very helpfully explained.

So after eleven days it was a mutually hurting stalemate. But there have been several indications that Israel’s society and economy were much closer to collapse than Iran’s. (Hence, Trump’s rush to the ceasefire.)

[More takeaways to come!]

Netanyahu’s big roll of the dice in Iran

In the early hours of June 13, the Israeli Air Force, reportedly aided by special forces/spy units pre-deployed into Iran, launched a barrage of massive strikes against Iranian air-defenses, nuclear facilities, command-and-control nodes, and individual targeted Iranians, military and non-military. Iranian government negotiators were planning to meet in Muscat, Oman, just two days later, in the next phase of the talks that U.S. envoy Steve Witkoff had maintained for the previous two months. (Israel’s attack reportedly killed some of the Iranian specialists who were planning to attend those Muscat talks.)

The Israeli attack almost certainly took the Iranians by surprise. Israel killed many senior military leaders, especially in the elite Iranian revolutionary Guard Corps. But within just a few hours, Iran’s command system proved capable of responding in kind; and since June 13, every night has seen an exchange of deadly missiles between the two countries. Israel has delivered much of its ordnance against Iran from air-force planes flying right over Iran, or close to its Western border in the skies of Iraq and Syria protected by U.S. surveillance (and potential interception) capabilities, while Iran has delivered its missiles, including some hypersonic missiles, from its own home turf.

The Israelis claim they have destroyed many significant Iranian military and nuclear-research facilities. Their attacks– along with calls from Pres. Trump for the “evacuation” of the whole of Tehran–have caused deep disruptions in the lives of millions of Iranians.

The human casualties of this war have been very much higher in Iran than in Israel–though not on a per-capita basis. In Israel, families who have never previously experienced “incoming” attacks that caused more than minor damage have now been seeing the much larger level of damage inflicted by those Iranian missiles that manage to evade Israel’s multi-layered (and partly U.S.-supplied) anti-missile shields.

The two sides have seemingly become locked into a deadly war of attrition with no clear end– or even a plausible diplomatic off-ramp– in sight. (There have meantime been some reports that Israel’s stock of “Arrow” anti-ballistic missiles has been depleting at a rate that can’t be sustained for very much longer.)

Within this picture of a possibly lengthy, slugging-it-out war of attrition, there are a number of possible wild cards:

Continue reading “Netanyahu’s big roll of the dice in Iran”