Twilight in the Middle East

The worst-case scenario for Iran-Israel war

Updated 19/4/2024.

Issues contributed:

• A 10-point worst-case scenario for the Israel-Iran war.

• Iran is likely to be a considerably larger military threat to Israel and the U.S. than generally (publicly) acknowledged.

• Russia is likely to participate on the conflict till-the-bitter-end, if necessary, due to very close ties between Teheran and Kremlin.

• It’s possible that there’s a ‘darker plan’ in play, in the background.

In this new section, I will map global geopolitical developments concentrating on worst-case scenarios. Geopolitics has been a part of my life as long as I can remember, as my mother was a lecturer (now retired) of history and society. My interest towards war history was notable during my teenage years and at the university, where I studied political economy and game-theory from a geopolitical angle.

Those who have been following me know that worst-case scenarios are my bread and butter. My rather rough personal history has led me to always map the worst scenario (if not to expect it), because then you know what can happen (in the worst-case). I think that in the current state of the world, it is crucial to understand how badly wrong things can go. This helps you to both prepare for them, but it also encourages you to put in effort on guiding future developments (or at least that’s my hope). None of us normal citizens are just passengers in this current train of political madness. In the end we, the people, decide what happens to our societies and the world. That’s why it’s so important to understand what can happen, so we can stop it from happening.

I will, naturally, start this series with the situation in the Middle East. Tensions have been rising steadily after the Israeli Defense Forces (IDF) started their ground campaign in Gaza after 7th October, 2023, when Hamas struck Israel. On 1st April, Israel bombed the Iranian embassy in Damascus, Syria, killing seven military advisers of which two were senior members of Iran’s Islamic Revolutionary Guard Corps (IRGC). The strike naturally led to calls for retaliation from Iranian leadership, and on the night between 13-14 April, it came. During the Saturday/Sunday night, Iran hit Israel directly, for the first time ever, with around 170 drones, 120 ballistic missiles and 30 cruise missiles. Video evidence of several missile hits to various parts of Israel refuted the original U.S. and Israeli claims that “practically everything” had been intercepted, while most of the drones and missiles were shot down even before they entered Israeli airspace.

IRGC listed four main targets for the strikes: Ramon and Nevatim airbases (from where the attacks to the embassy in Damascus where allegedly launched), Israeli Air Force intelligence HQ in Tel Aviv (where the attack on the Iranian Consulate was allegedly planned), and degrading of Israeli air defence radars and assets. Reportedly both of the airbases were hit, in addition to a “secret” Mossad base in the Golan Heights. So, from this point of view, the attack of Iran was a success. The vast majority of drones and missiles were probably used to test the air defence capabilities and to keep it busy, which would be the main reason for the high “kill rate”. Preliminary reports and video evidence (see, e.g. this and this) also indicates that Iran may have struck the airbases with hypersonic missiles (or ‘glide devices’). This naturally raises the threat Iran poses to Israel, and the U.S., to a completely different level.

Israeli forces struck back last night in what appears to be a limited strike in and around Isfahan in central Iran, which holds nuclear facilities and a drone factory. No ground hits were reported. There are also reports that Israel might have struck some sites in Iraq and Syria, but these are uncorroborated claims at this point. There’s even speculation that the strike would have been conducted by a proxy-force within Iran itself. In any case, there are two plausible explanations for the weakness of the Israeli response:

1. Iranian strikes during the weekend rattled the Israelian regime and it did not want to escalate further, but just conduct a “show-strike” to save face.

2. The Israeli strike was a reconnaissance operation to learn about the air defence capabilities of Iran around one of its nuclear facility.

What I know from Israel through my personal contacts in Middle East intelligence community, I am suspecting it was the latter (while I hope it was #1). It’s not in the nature of Israelian regime to be scared of formidable force and to embarrass themselves with strikes making them look weak. I can naturally be wrong about this (and I hope I am), but I am suspecting we have not seen the actual strike from Israel.

Government sources of Jerusalem Post indicated that this was actually the response from Israel. If this truly is the case, Iran would have won this 'mexican standoff' hands down. We have to wait and see. 

The worst-case scenario

I will not make any detailed predictions on military operations, as I am no expert on those. Instead, I will present the wider military (and geopolitical) developments that could take place. The worst series of events the Iran-Israel conflict could follow are:

1. Iran strikes Israel with missiles. (Check).

2. Israel and the U.S. retaliate striking several cities and military installations in Iran. (Probably ongoing).

3. Iran strikes Israel, again, and hits several U.S. military bases in the region, while Houthis/Iran launch an assault on the Dwight D. Eisenhower carrier strike group in the Red Sea inflicting heavy losses.

4. Iran enables its nuclear weapon program with the aim of manufacturing six nuclear weapons in a month (this is likely to be already running).

5. China, Russia and dozens of countries across the globe call for restraint, but they fall on deaf ears.

6. The U.S. launches major bombing campaign of Iran with B-52 and B-2 strategic bombers, while the U.S., Israel and allies attempt to destroy the nuclear weapon facilities of Iran; retaliatory strikes engulf the region.

7. Russia steps in destroying U.S. assets in the region using hypersonic missiles.

8. Israel nukes Iran after suffering devastating losses from continuing Iranian missile strikes, and Iran retaliates with a nuclear strike.

9. Russia or the U.S. launch a nuclear strike with the other party responding.

10. Nuclear war erupts.

Once again, this is a worst-case scenario and I consider it likely that the cycle of escalation will be cut off before we reach phases 6-10. We may even stop at #1 or #2, but the question everyone should ask is, if Israel strikes Iran and Iran retaliates, and the cycle repeats, can the U.S. really stay on the sidelines? Any direct U.S. involvement in the retaliatory strikes would put the worst-case scenario in motion, in its entirety.

In any case, mapping the worst path of events allows us to understand, where we could be heading. I will now explain the assumptions and facts behind these 10 phases in more detail. Let’s start with the capabilities of Iran.

How big of a threat Iran is?

There have been considerable uncertainties concerning the missile strike capabilities of Iran. Strikes Iran conducted during the weekend answered some of those, but we need to look at the evidence widely to get a comprehensive picture.

First, the lack of quick response of Israel and the efforts of the Biden administration to downplay and de-escalate the situation (to which the narrative on the “success” of countering Iranian missiles is probably aimed at) hints that they are somewhat rattled by what took place. The (likely) hypersonic strikes, which seem to have penetrated most of the defence capabilities of Israel, the U.S. and their allies, are the likely reason for this. There are also (uncorroborated) reports that the U.S. contacted Iran to allow a symbolic strike on Israel to save face. The tactic of the Biden Administration first was scare-mongering, with President Biden vowing for ‘ironclad’ support to Israel, yet at the same time, the Biden administration asked China to convey a message to Teheran not to retaliate. Now, the Biden administration made clear that it will not take part in any of the retaliatory attacks of Israel on Iran. All this implies that the U.S. sees the threat posed by Iran as non-negligible.

Secondly, there is historical evidence indicating that Iran has build a formidable missile and drone striking capabilities. For example, there was a “show of force” missile strikes by Iran on the Ayn al-Asad U.S. military base in Iraq on January 8, 2020. Regardless of an advance notice of several hours (to move people away or in the shelters), air defences were unable to counter the strikes.

Thirdly, in early February, it was reported that Iran would be able to produce enough enriched uranium for a nuclear weapons in a week, and that it could manufacture six nuclear weapons in a month and 12 in five months. So essentially, Iran could join the “nuclear family” in just a month’s time, if it has not already done so. This is because we need to assume that Iran has enacted her nuclear weapons program after the attacks to the embassy in Damascus (because Teheran knew it needed to respond, which could lead to a cycle of escalation).

Fourthly, there were reports that Russia conducted a high-altitude intercontinental ballistic missile (ICBM) test, launched from Kapustin Yar airbase in south Russia, with the missile seen flying over Iraq late Friday. This cannot be considered anything other than a show of force and support for Iranian actions by Russia. Considering that China would also be likely to rally in support of Iran, against Israel and the U.S., any larger conflict between Israel and Iran would have the potential to spread like wildfire in the Middle East and the world.

The fall of an empire

There can naturally be many different military strategical outcomes driven, and plays conducted, by the Iranian and Israeli (U.S.) regimes. What I have presented above has been based on the assumption that both China and Russia are willing to become active players in the conflict. This can arise for two reasons.

1. China and Russia consider it to be in their best interest not to allow their strongest ally in the strategically very important region to become overrun militarily.

2. They see an opening to undermine, if not to completely annihilate, the military hegemony of the United States.

I would consider #2 to be an unlikely aim, because playing a ‘hegemony-game’ with the U.S. has extremely high stakes. This is because any empire will not relinquish its power without a (desperate) struggle. I actually consider it to be more likely for the U.S. to use nuclear weapons first in the Middle East than Russia, not to speak of China.¹

However, #1 is something especially Russia will, most likely, hold on to. This is because the ties between the two countries run deep. Both Iran and Russia, for example, challenge the US-led Atlanticist ideological and power systems. Moreover, as Dr Ghoncheh Tazmini, a visiting fellow at the Middle East Centre of the London School of Economics, notes:

Both states oppose the idea of a single state or constellation of states (an order) as being able to impose normative values and power structures as universal. Instead, Moscow and Tehran subscribe to a more pluralistic vision of the international order, favouring sovereign internationalism over liberal interventionism.

Thus, while Moscow’s mercurial manoeuvrings have made it a challenge to decipher the nature of Russian-Iranian relations, my research substantiates the case that Moscow-Tehran alignment is firmly anchored within a broader assemblage of shared principles and priorities. Considering Iran’s regional entanglements, and Moscow’s expanding footprint in various theatres, the US and rivalling states will have to consider the uncomfortable reality that Russian-Iranian alignment is likely to be an enduring feature of the Middle Eastern political landscape.

This is why it’s likely that Russia will go all-the-way to defend Iran. The high-altitude ICBM test, conducted at the eve of the Iranian attacks, was a clear testimony of this. If there was a threat that the Iranian regime would be over-run, Russia would, most likely, step in with full force. This would imply that, in the end, the U.S. would need to take a similar stance with Israel. This would, almost certainly, lead to a nuclear confrontation between Russia and the U.S., if push came to shove.

However, we should also remember that neither the administration of President Biden nor Putin is likely to seek a nuclear holocaust. That is why I think that reaching #9 requires truly extraordinary, and dark, events occurring not just in the Middle East, but also in Ukraine. Thus, even if we would reach #8, the U.S. and Russia engaging in nuclear confrontation would be a tall order. Yet, it’s not beyond the realms of possibility.

The darkest scenario

I would like to end this entry with a speculation on a scenario, which links the Iran-Israel conflict to my Apocalypse scenarios. The problem I have, is understanding the logic behind all the developments (craziness) we’ve seen recently across the world. In the Horsemen of the Apocalypse, I used the Occam’s Razor principle to analyze global developments. It led me to conclude that there is a very powerful group, a group-over-groups, pushing its dark agenda over the world.

If there is such a group, they could see a regional war, or even a (controlled) nuclear holocaust, to serve their aims. In the Horsemen of the Apocalypse, I noted that:

Based on this logic, the aim of such a group-over-groups is likely to be to subjugate the whole of human existence under some kind of global control. They seem to want people mentally disturbed, weak, undernourished and fearful. This makes sense, because such people are easy to control and push in different directions, like hating the un-vaxed, Russians or Palestinians.

A regional war in the Middle East has the potential to unleash an energy crisis of epic proportions. The human toll of the war would thus not be limited just to the Middle East, but it would spread across the globe with people likely dying of both heat and cold, over the course of the following years due to energy shortages. The world economy would also plummet and probably eventually reach conditions resembling the 1930's Great Depression. Poverty, famine and desperation would follow, most likely breaking the spirit of many ordinary citizens, who would be more than happy to accept ever tighten control mechanism in exchange for (artificial) economic and personal safety.

If this scenario would be in play in the background, it would imply that the path for deeper escalation is already set. While there would be periods of (relative) calm, the group would find ways to keep the cycle of escalation going.

Conclusions

I am keen to think that the conflict will not reach terminal velocity, in a sense that we will not see the full 10-point worst-case cycle of escalation, at least not yet. This is because many political forces are pushing against it. The Biden administration will not want an energy crisis hitting the U.S. economy before elections in November. Most countries in the Middle East and nearby do not want the region to flare up either. The same applies to European countries, which are now highly dependent on gas deliveries from the Middle East.

Yet, while de-escalationary forces are very strong in the region, escalation has now deepened considerably. Iran and Israel (U.S.) have been fighting a proxy-war for decades, which makes the strike on the Iranian embassy in Damascus by Israeli fighter jets a deliberate act of escalation. Also, like I noted previously, based on information I received from a former U.N. Middle East intelligence officer, nothing in and around Israel happens without the Mossad and/or Shin Bet knowing about it. I thus consider that Israeli intelligence (+ probably CIA) allowed the October 7th strikes to happen. The IDF responding with disproportionate force in Gaza also makes no sense (unless genocide was the aim all along). Israel's economy is also effectively in a state of collapse, with GDP contracting by over 19% during the last quarter of 2023.

It’s likely that Israeli Prime Minister Benjamin Netanyahu’s corruption trial is playing a part in the background (war is a very good distraction), but flaming a regional conflict from purely personal reasons would imply corruptness beyond measure (we could also talk of pure evil). This is why I think that it’s relatively likely that there’s a dark plan played in the background, probably by the group-over-groups. If so, we have seen just the first moves in this deepening cycle of escalation.

Paywall removed on 2/27/2026.

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Disclaimer:

The information contained herein is current as at the date of this entry.  The information presented here is considered reliable, but its accuracy is not guaranteed.  Changes may occur in the circumstances after the date of this entry and the information contained in this post may not hold true in the future.

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Readers must make an independent assessment of the risks involved and of the legal, tax, business, financial or other consequences of their actions. GnS Economics nor Tuomas Malinen cannot be held i) responsible for any decision taken, act or omission; or ii) liable for damages caused by such measures.

1. The plan of ‘conquest’, by Beijing, is based on linking countries with important features (like natural resources) to China through financial ties. Nuclear war suits very poorly to this agenda.