ANALYSIS: Iran Under Attack — When Moscow and Beijing Are on Opposing Sides

ANALYSIS: Iran Under Attack — When Moscow and Beijing Are on Opposing Sides
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A Partnership Built on the War in Ukraine

To understand Moscow’s position on the Iranian crisis, it is essential to put the true nature of the relationship between Russia and Iran into context. This relationship has accelerated dramatically since the invasion of Ukraine in February 2022. Cornered by Western sanctions and diplomatically isolated, Russia has sought arms suppliers and economic partners capable of circumventing the cordon sanitaire imposed by Washington and Brussels. Iran responded enthusiastically to this call. The Shahed drones—those formidable flying machines that have been sowing terror in Ukrainian cities for months—have become the most visible symbol of this military convergence. Thousands of them have been delivered to Moscow, transforming the conflict in Ukraine and signaling to the entire world that the Russia-Iran axis has reached a concrete operational milestone.

But this intense military cooperation masks a reality that is more fragile than it appears. Russia has never formally guaranteed Iran’s security. There is no defensive alliance treaty between the two countries comparable to NATO’s Article 5. Their relations are governed by a logic of immediate mutual benefit rather than by deep ideological solidarity. Moscow needs Iranian drones to hold its ground in Ukraine. Tehran needs Russia’s diplomatic protection on the UN Security Council and access to the Russian energy market. It is an alliance of merchants, not brothers in arms. And when the Iranian conflagration threatens to engulf everything, the merchants calculate their losses.

Why a War in Iran Is a Nightmare for Putin

Vladimir Putin now finds himself in a dreadfully uncomfortable position. His army is deeply entrenched in Ukraine, his military resources are stretched to the limit, and his war economy is absorbing a considerable portion of the Russian federal budget. The last thing he needs is a new major hotbed of instability that would shift the focus of international attention and, above all, disrupt global energy flows—on which the financing of his war effort still partly depends. A military escalation in Iran could trigger a closure—even a temporary one—of the Strait of Hormuz, through which about 20% of the world’s oil passes. This would be an oil shock with unpredictable consequences—one that could benefit Moscow by driving up crude prices, just as much as it could destabilize it by triggering a global recession that would reduce demand for Russian hydrocarbons. The calculation is therefore deeply ambiguous, and Putin knows it.

Putin is walking a tightrope over an abyss. Supporting Iran too openly means exposing himself to new sanctions and risking the disruption of his drone supply line. Not supporting Iran means losing a valuable strategic partner. He has no good options—only bad ones at different paces.

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