Latest / The Fourcast / Iran on the brink: what is driving nationwide unrest?
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- 0:00The regime is dying a death by 1000 cuts, anyone of which could
- 0:03prove fatal. It could subside, but it could
- 0:06very easily tip over. I see the Islamic Republic still
- 0:09very much in command and control.
- 0:10Is this part of maybe a cycle of protests that can eventually
- 0:15become revolutionary? I think so, But I certainly
- 0:19don't think that the system is going to just fall overnight.
- 0:22Will Donald Trump intervene militarily, as he has threatened
- 0:26to do? Yes or no?
- 0:30Hello and welcome to the forecast.
- 0:32Iran is in the grip of its most intense unrest in years.
- 0:36What began in Tehran's bizarre over soaring prices and the
- 0:38collapsing currency has spread across 27 provinces, with
- 0:41inflation above 50% and the government's struggling to
- 0:45contain anger over corruption and falling living standards.
- 0:48Human rights groups now say that at least 25 people have been
- 0:51killed, more than 1000 arrested as police move into
- 0:54universities. And the judiciary warns that any
- 0:57period of concessions is now over.
- 0:59And into this crisis, just a few days after U.S. military strikes
- 1:03against Caracas and the abduction of President Maduro
- 1:06and his wife, comes fresh intervention from Donald Trump,
- 1:10vowing that the US, yes, the US will defend Iranian protesters,
- 1:14prompting Tehran to accuse Trump of psychological warfare.
- 1:19Well, joining me now to discuss all this is Professor Ali
- 1:21Ansari, a leading voice in Iran's modern history, and
- 1:24Doctor Salam Vakil, Director of Middle East and North Africa
- 1:28Programme at Chatham House. Welcome to you both.
- 1:31Let's try and first of all, get some sort of idea of what's
- 1:33going on inside Tehran, inside Iran.
- 1:37There's other 27 provinces. Ali, first to you.
- 1:40How serious is this and compared to the unrest of a few years ago
- 1:44when people descended on the streets of the big cities?
- 1:46In terms of, of, of numbers involved, they're probably not
- 1:49as large as they were in 2022 or indeed in 2019, but they seem to
- 1:52be broader. They certainly became much more
- 1:55violent much earlier than they had in, in previous occasions.
- 1:59And you, you, you know, you certainly get the, the, the mood
- 2:02music is, is, is turning again. It, this is not a sort of a
- 2:06call, this is a, this is a, a protest that's erupted from
- 2:10economic obviously discontent, but it's rather swiftly turned
- 2:13into a political, you know, political challenge to the
- 2:17regime. And it's just yet another, you
- 2:19know, cycle of protests that the regime is having to cope with.
- 2:22And it's, it's, you know, every time these protests emerge, it
- 2:25gets weaker and weaker. I mean, it, it, it has less room
- 2:28for manoeuvre. It has less capabilities to deal
- 2:31with things. And, you know, the real problem
- 2:34for the regime here is that now it's decided now is the time to
- 2:37reform in the middle of a fully fledged sort of like political
- 2:40crisis. And, you know, most of us
- 2:42observing Iran would have thought that the time for
- 2:44serious structural reform would have been much, much earlier,
- 2:47certainly several years ago and and not now.
- 2:50So the threat to the regime really is that its own response
- 2:53to what's going on, its inability to respond in some
- 2:56ways or, or its unwillingness to respond is actually going to
- 2:59make matters much, much worse. And so, you know, I, I often use
- 3:03this phrase that the regime is dying a death by 1000 cuts and
- 3:07anyone of which could prove fatal.
- 3:08So this is the way I I, I tend to look at things that it it
- 3:11could subside, but it could very easily tip over.
- 3:15Salam. I remember from my very vaguely,
- 3:17from my Iranian revolutionary history that in the revolution
- 3:20in 79, it was the Bizarres, the merchant class of big cities
- 3:25like Tehran turning against the Shah that made all the
- 3:27difference. Is that what we're seeing right
- 3:29now? And explain to us the the
- 3:31context of this economic crisis. Sure.
- 3:34Well, happy to be with you for this important discussion.
- 3:38Let's start first with the revolution because you reference
- 3:42the importance of the bazaar. And I think certainly strikes
- 3:45and the support of the bazaar has been important for the
- 3:52revolutionary momentum going into 1979.
- 3:55But the principal protests that began were actually 1977 and
- 3:5919781979 was the sort of end of the Shaw's monarchy and the
- 4:08beginning of what was an unknown for Iran.
- 4:13I think the protests that we're seeing are being very much
- 4:18instigated by a huge pressure on Iranians from an economic
- 4:26crisis, currency collapse, if you will.
- 4:29Inflation is above 50% week by week.
- 4:33Prices of basic staples from eggs to milk to rice are just
- 4:38increasing in extraordinary ways.
- 4:40And, and this just is making life incredibly hopeless, if not
- 4:46sort of at a dead end for Iran. And I think that's what
- 4:49precipitated that. What began as strikes quickly
- 4:53spread into universities and then spread out into small
- 4:58towns, primarily on the western side of Iran, but not solely.
- 5:02And, you know, I think there are different dynamics at play.
- 5:06But what's driving the protests are economic issues,
- 5:08hopelessness, people that feel like they have nothing to lose.
- 5:14And this, the system, the Iranian elected and unelected
- 5:19system, have taken a new approach.
- 5:22The Ali referred to trying to acknowledge that they've made
- 5:28mistakes, trying to appeal for mediation, engaging in some
- 5:34important subsidy reform and currency exchange rate
- 5:38unification. But those measures on their own
- 5:42aren't real solutions. Iran's problem is structural,
- 5:47its systemic, and it requires the Iranian political
- 5:52establishment to align, to unify, and to agree on
- 5:56negotiations with the US administration.
- 5:59It's only through a protracted negotiations that Iran can solve
- 6:05its economic crisis by time with its population that is deeply
- 6:10frustrated and had enough, as well as of course address it's
- 6:15regional and geopolitical challenges.
- 6:17I mean, Ali, you mentioned 1000 cuts there.
- 6:20And, you know, we've been talking to people inside Iran
- 6:24all day long, you know, on the phone.
- 6:25And what they're basically telling us is that this is the
- 6:28final store. They put up with so much, you
- 6:30know, nonsense over the years with so much repression, so many
- 6:33kind of failed opportunities, so many limited horizons.
- 6:36And along comes this, you know, renewed version of a long
- 6:40standing economic crisis. And they've simply had enough.
- 6:44Is that accurate? And and when it does boil over,
- 6:47you know when that thousandth cut appears, is it decisive?
- 6:51Well, I think it, I think it could tip.
- 6:53I mean, this, this, this is the issue.
- 6:54I mean, it could have tipped earlier.
- 6:56They've, they've managed to sort of to contain previous protests.
- 7:00But the fact is, you know, Sanam was saying earlier, they haven't
- 7:02actually dealt with any of the serious structural issues that
- 7:05that affect the, the Iranian political economy.
- 7:08And I mean, there's massive corruption.
- 7:10And of course they will always look abroad and say, well, we
- 7:13have a lot of pressure from abroad and the sanctions and of
- 7:15course that doesn't help. But I don't myself see it as the
- 7:18central cause behind the, the, the, the problem in, in Iran,
- 7:22which is, which is essentially that you have an exemplary case
- 7:26of bad governance. I mean, it's, it's enormously
- 7:29bad. And they, they've managed
- 7:31somehow to sort of maintain a, a, a sort of an ideological, I
- 7:36suppose, a conviction among among those core supporters to
- 7:39keep them going. But I think you're quite right.
- 7:41And it's the sense I get from people often, you know, not very
- 7:45politically minded people, but they've just had enough.
- 7:47And there's a huge amount of anger among people now.
- 7:50Some will go out and demonstrate, Others will just
- 7:53sit tight and wait to see what happens.
- 7:54Others may go on strike. I mean, I think we have to keep
- 7:56an eye out for the strike. And I think ultimately you have
- 7:59to see what happens with the security services and, and, and,
- 8:01and those, those tools that the regime has to keep matters
- 8:04suppressed. We know, for instance, in the
- 8:06Massa Amini demonstrations and protests that in some cases, you
- 8:11know, there was a lot of reluctance among some elements
- 8:14to actually indulge in some of the repression going on.
- 8:17So we have to watch closely and see what happens now.
- 8:19And I think the longer this drags out with everything else
- 8:22that's going on. And, you know, we mentioned
- 8:24earlier, the international environment isn't terribly good.
- 8:27You know, it, it's a you know, it, it, it's, it doesn't bode
- 8:31well. And we should add here also, and
- 8:33I mean, I know this is a, it's certainly interesting.
- 8:36As a historian, I can tell you that there's a huge amount of
- 8:39pack of nostalgia going on in the air.
- 8:41And it is nostalgia. For the family, the former
- 8:43shark. Yes, I mean, so basically they
- 8:45they, they, they've been fed a steady diet over the last 10 or
- 8:4815 years of sort of films and other things of what was going
- 8:51on prior to 1979. And, you know, obviously this
- 8:55has, you know, told a younger generation generation, you know,
- 8:59the, the, the younger generations that they that life
- 9:03could be different. You know, it's as simple as
- 9:05that. It's it's a visual treat.
- 9:06And of course, you know, what you're seeing 46 years after the
- 9:11revolution, a chance that I think many of us would never
- 9:14have really thought would be heard again in Iran, which is,
- 9:16you know, Long live the king. I mean it, it's quite
- 9:18extraordinary. But it's a very sad indictment,
- 9:21I have to say, if you pulled to look at it that way, or a poor
- 9:24indictment on the way in which the Islamic Republic has run
- 9:26affairs. SO22 questions.
- 9:29The first one is briefly do you think repression still works in
- 9:33as it did a couple of years ago? Absolutely.
- 9:36The repression and the repressive capacity of the state
- 9:38is very much underway. You yourself outlined the very
- 9:43many tragic deaths that we are learning about the detention and
- 9:48arrests of of over 1000 people so far.
- 9:51I expect it to go higher. What the Islamic Republic has
- 9:56developed through decades of managing protests is a crackdown
- 10:02playbook, and they are using it. And with every protest they
- 10:08learn and they adapt and at the same time they round up
- 10:12dissenters from within the system itself.
- 10:14So I fully expect that repression to still be an
- 10:18important tool for the system survival.
- 10:23And without all of the features of a revolution, which include a
- 10:29breakdown of the elite, shifts from the army or the security
- 10:35services, I I see the Islamic Republic still very much in
- 10:38command and control. And while this protest is indeed
- 10:42threatening and I think was certainly inevitable, I don't
- 10:46think that this is the one that everyone is hoping for.
- 10:52Is this part of maybe a cycle of protests that can eventually
- 10:56become revolutionary or lead to a change in the regime?
- 11:00I think so. But it's not going to be the one
- 11:03that necessarily leads to the collapse of the Islamic
- 11:07Republic. I think that is something we're
- 11:09living through and witnessing, but I certainly don't think that
- 11:15the system is going to just fall overnight.
- 11:18I think it's important to walk through what is and was is not
- 11:24possible for Iranians. I think certainly there's
- 11:27nostalgia, but I think that nostalgia isn't necessarily
- 11:30based on reality. It's it's based on sort of myth.
- 11:34Young people clearly haven't opened their history books and
- 11:38perhaps they should read 1 of Professor Ali Ansari's history
- 11:41books to remind themselves of life under the Palavi monarchy.
- 11:45A Palavi monarchy that was certainly more secular and
- 11:50certainly socially liberal, but one that also had a security
- 11:55force that was quite brutal and arrested and and detained plenty
- 12:01of students. A Pan Levy monarchy actually.
- 12:04Also, I'd like to remind people in the region of the Middle East
- 12:06that are also nostalgic for the Pan Levy's.
- 12:09Pan Levy monarchy didn't just sit tight within Iran's borders.
- 12:13Pan Levy monarchy supported proxy groups in Kurdistan and in
- 12:17southern Lebanon. The Pan Levy monarchy took the
- 12:21islands from the UAE in 1971 and also laid claim to Bahrain in
- 12:261969. At questions that I've also
- 12:30asked Reza Panavi himself. But if we talk about Reza Panavi
- 12:33himself, it's important to think about his biography, what he
- 12:37brings to the table. There was an opportunity after
- 12:40the Masa Amini protests to bring together a group of the Iranian
- 12:45diaspora that very much fell apart because of competition,
- 12:48because Reza Pandavi didn't want to work as part of a team.
- 12:53And I'll be very honest, as someone who is regularly trolled
- 12:57by monarchists who can't stand that, I would like to see a more
- 13:02democratic Iran rather than a monarchical Iran.
- 13:05I find the people around Reza Pandavi to not really reflect or
- 13:11demonstrate the values and principles that are needed in a
- 13:17sort of new governance structure that would come after the
- 13:21Islamic Republic. So I I refuse to think that he
- 13:24is the best and the brightest. And I certainly think that Iran
- 13:29and Iranians that have exported themselves across the world have
- 13:36definitely produced more sound and capable people than someone
- 13:40who's sat in the in Bethesda for 46 years really actually not
- 13:43developing his credentials. OK.
- 13:46Ali, do you think, is there any evidence at all that the Trump
- 13:48administration is talking to the son of the late Shah about a
- 13:52possible transition? I mean, it's it, it is
- 13:55interesting because you do get, you know, the odd commentary
- 13:57coming out of the Trump White House.
- 13:58But on the other hand, it seems to be also they, they, they are
- 14:02alert enough to the notion that any change or any significant
- 14:04change will come from within the country.
- 14:06And I think most people are, are, are aware of that.
- 14:09I mean, the, the nostalgia is, is, is really developed on the
- 14:12back of, you know, in the sense of Salam says, the sort of
- 14:14social and economic development of the country of the 50 years
- 14:17prior to, prior to the revolution.
- 14:20And, and of course, the revolution basically inherited a
- 14:22fairly powerful state. I mean, we, we shouldn't, we
- 14:24shouldn't underestimate that. And, you know, it took both the
- 14:28good and the bad of that state and, and, and basically, I think
- 14:31May, may discarded the good and made the bad very, very much
- 14:34worse. But it's, it's, it's, you know,
- 14:36that there are clear indications for people, as we were saying
- 14:39earlier, who are quite desperate about, you know, what's going
- 14:42on. You know, the, the, the general
- 14:44economic, the, the situation of Pahlevi Iran is, is, is, is
- 14:49obviously attractive to them. And, and you know, those, those
- 14:51were the days, for instance, in a very simple way that the
- 14:53Iranian passport could get you to many different countries
- 14:56without a visa, for instance. I mean, now it's, it's basically
- 14:58impossible. So there's all that.
- 15:00But I also agree that, you know, I think that Reza Pahlavi would
- 15:03make his would, would, would make his position considerably
- 15:06stronger, shall we say, if he actually developed a good
- 15:09constitutional platform and a democratic platform in which he,
- 15:13you know, in, in which he wanted to pursue.
- 15:14And of course, you know, we haven't really seen any of that
- 15:16so far. So I mean, it, it doesn't, you
- 15:18know, I think the nostalgia is precisely that it's a sort of a
- 15:22rather vague notion of the fact that, well, things were better
- 15:25once. And, and as I said, it's, it's,
- 15:28it's a reflection really of how bad things have become.
- 15:31So let's get on to Donald Trump then.
- 15:33I mean, is it, is it possible, do you think that he will come
- 15:36good on his threats first to you, Ali, of some kind of
- 15:39intervention in Iran? And if he does so, will he do it
- 15:42through his proxies in the form of Benjamin Netanyahu?
- 15:45Because that is the other thing that's changed in the last few
- 15:47years. We had that mini 12 day war
- 15:50between Israel and Iran with American intervention.
- 15:52I mean, it's certainly very possible, but I mean, I think
- 15:54the most important thing here is that he's he's basically said in
- 15:59only the way that he can say it, it has to be said that, you
- 16:01know, we're we're watching and, you know, obviously he says then
- 16:03we'll take action. And I think that probably has
- 16:07done quite a bit in Tehran. I mean, particularly after the
- 16:10whole Maduro business that, you know, people have realised here
- 16:14that there is there is a, you know, we have to remember that
- 16:17when President Trump was first elected, there was quite a lot
- 16:20of enthusiasm in Iran about the fact that they thought they
- 16:22could do business with a businessman.
- 16:24Basically that here was a Republican who didn't give two
- 16:27hoots about human rights and, you know, and he was a
- 16:30businessman. So, you know, the art of the
- 16:32deal sold very well in Persian translation, it has to be said.
- 16:35So initially they had some quite positive notions and of course
- 16:39when they were dealing with Witkoff and others prior to the
- 16:42prior to the war, there were a lot of very positive voices
- 16:44coming out of Tehran about the Trump administration and rather
- 16:47less complimentary commentary coming about the Europeans.
- 16:51Now I think they've sort of realised that that just isn't,
- 16:54you know, that isn't going to happen.
- 16:56And, and I think, you know, that the whole Trump intervention is
- 16:59just another problem for them to try and accommodate and to try
- 17:04and sort of factor into their decision making, which I have to
- 17:07say at the moment, I mean, they, they, I still think they're, as
- 17:10someone said to me, you know, badly concussed after the 12 day
- 17:12war and they still really haven't decided what they're
- 17:14doing so. Salim one of the things, of
- 17:17course, one of the reasons why this the 12 Day war was for the
- 17:21ostensible reason was to try and contain Iran's nuclear program.
- 17:24And then, of course, Donald Trump got very huffy and puffy
- 17:28when it was suggested to him that actually not all the
- 17:30nuclear capability had been totally obliterated as he
- 17:33claimed. What do we know about Iran's
- 17:35nuclear program since the the June war?
- 17:37You know, had they started rebuilding?
- 17:39Had they started to regroup? Do we know?
- 17:41Well, what we we do know is that the US and intelligence agencies
- 17:50more broadly agree that Iran has halted enrichment and the, the,
- 17:57the program as we knew it is, is frozen.
- 18:00Obviously, we don't know if there's anything incendiary
- 18:03happening underground, but certainly I would imagine that
- 18:06Israel and the US are, of course, keeping track and, and
- 18:11using satellites to monitor these facilities.
- 18:14Fordo hasn't been touched and the International Atomic Energy
- 18:18Agency hasn't gone back into Iran to examine the facilities
- 18:22as well. So for the time being, Iran is
- 18:26actually playing ball and and appeasing Trump with this
- 18:30narrative, whether it's true or untrue that the nuclear program
- 18:35is is frozen in time. But that isn't on its own going
- 18:39to prevent perhaps another strike or another round between
- 18:44Israel and Iran because Prime Minister Netanyahu Yahoo was in
- 18:47Mar a Lago and even prior to that making a case that Iran is
- 18:51recapitalizing its ballistic missiles.
- 18:55And indeed, of course, the Islamic Republic is preparing
- 18:59building back its defense capabilities for what it is
- 19:03calculating will be a more deadly but perhaps a needed
- 19:06round to create balance between a Tehran and Tel Aviv.
- 19:10But also to create the conditions for talks, which is
- 19:15ultimately what Tehran needs. Iran is calculating that it has
- 19:21the ability to withstand a longer fight than the Israelis
- 19:26do. That's one.
- 19:28And two, they think that, you know, obviously they can survive
- 19:34and come out less bloody. That would create a more level
- 19:38playing field for negotiations. But you know, this is the year
- 19:42where that could certainly play out.
- 19:44The Israelis might be misreading the protests in Iran and and
- 19:49think that the system is weak and thereby this is a great
- 19:53opportunity to weaken it further.
- 19:55Right. I interviewed the Iranian
- 19:58foreign minister who died in that helicopter crash a few
- 20:00years ago. And my final question to him,
- 20:02and he didn't like it, was are you more afraid of a Donald
- 20:05Trump election? Or your own people.
- 20:08And he said, you know, we're afraid of the people love us,
- 20:11we're a great democracy, and we are not afraid of Donald Trump
- 20:13whatsoever. I wonder, Salaam, if Trump were
- 20:17to repeat his threats, if you're an oppositional figure inside
- 20:21Tehran, is that helpful or is that unhelpful?
- 20:25It's a tricky 1. I think that, you know, Donald
- 20:29Trump's threats and what we have seen over the past few days in
- 20:32Venezuela is a cautionary tale for the Islamic Republic and for
- 20:36Iranians, for the opposition, for those aspiring for something
- 20:39different. If, you know, certainly with
- 20:44young people out on the streets and really have had enough,
- 20:47yeah, maybe they feel more emboldened and they think Trump
- 20:51could be on their side. But I wouldn't trust Trump too
- 20:54much because at the same time, removing Ali Khamenei without
- 20:58actually sort of dismembering the structure of the Islamic
- 21:02Republic isn't going to provide or or, you know, give Iranians
- 21:07maybe what they seek. And so I think that we should be
- 21:11arguing for a more nuanced approach, nuanced analysis.
- 21:16Obviously, whatever change in the regime that is going to come
- 21:20through the death of Khamenei or the agency of Iranians
- 21:23themselves should come actually not with just thinking about
- 21:27getting rid of them, but thinking more deeply about what
- 21:30comes next. Right, Ali.
- 21:32I mean, we haven't talked to Al Khamenei, the supreme leader, at
- 21:36all. He is a very old man by all
- 21:38accounts. He is a very frail man.
- 21:40And he's come out of his, you know, summer bunker during the
- 21:43war looking even more frail. You know, are his days literally
- 21:47numbered? Is there a succession plan?
- 21:50And if there isn't 1 is that an opportunity for the regime to
- 21:54fall and the then, you know, the opposition to take over?
- 21:58Well, I think he's, he's definitely frail.
- 22:01I mean, in, in, in the sense that, you know, sooner or later,
- 22:03obviously the, the succession will have to, to kick in.
- 22:06I mean, it's, and, and it's been a bad year.
- 22:09I mean, it's been a bad year for him.
- 22:11And he's, and he's suddenly, certainly when you, when you
- 22:14listen to him, he's, he's less sure footed than he has been in
- 22:17the past. Even in these current protests,
- 22:19for instance, you know, the, the, the crackdown and the
- 22:21violence that took place, took place well before he even got a
- 22:24word in. I mean, normally he comes out
- 22:26and he says something, he has said something since, but
- 22:29originally, you know, obviously decisions were made without, you
- 22:32know, him, him actually making any public statements on it.
- 22:35I've always felt, and I've said this very clearly in the past,
- 22:38that I think he, his, his preferred succession is to hand
- 22:42over to his son. But I, I have to say, I think
- 22:45it's, it's probably less likely now.
- 22:47I mean, I, I think there are many people probably looking at
- 22:50the Islamic Republic and the whole concept of the, the, the,
- 22:54the supreme leader and probably thinking that when harmony dies,
- 22:58that might be the opportunity for some sort of serious change.
- 23:02Now, how easy that would be absent any other sort of
- 23:06development. And I'm, you know, I'm less
- 23:09convinced that the Islamic Republic is as stable as, as, as
- 23:12maybe Sanam suggested earlier. I mean, I, I think they're much,
- 23:15much more fragile than that. So depending on the decisions
- 23:18they make and how they go forward, yes, I mean, I, I think
- 23:22there could be an opportunity on his, on his passing for some,
- 23:27you know, some of the internal opposition, if you will, to come
- 23:30forward and, and, and, and, and start to provide an alternative.
- 23:34It's going to be painful, by the way.
- 23:35I mean, this is the problem. These deep structural sort of
- 23:38problems that Iran has are not going to be solved overnight.
- 23:41And I, I draw attention to the fact, you know, that we haven't
- 23:44really talked about that the environmental crisis hitting the
- 23:46country, which is enormous. I mean, it's far more
- 23:49catastrophic than I think people realize.
- 23:51And you had this. What do you mean by?
- 23:53That essentially they're running out of water.
- 23:55I mean, they're, you know, they, they have so mismanaged the
- 23:57water resources, which has been something that Iranian states
- 24:00from ancient times to the present have always been.
- 24:04You know, basically it's their primary task is to manage the
- 24:07water resources of the Iranian plateau and basically the
- 24:09Islamic Republic through over farming, poor planning, building
- 24:12dams in the wrong place, so on and so forth, has basically
- 24:15drained much of the aquifers underneath the Iranian plateau.
- 24:18So, and they're in a very serious problem of being unable
- 24:21to supply many of the major cities with water not on on a
- 24:25regular basis. And and we came precariously
- 24:28close to what people call day 0 where they were actually going
- 24:31to be running out of water in total in some of the major
- 24:33cities. Now they've had a period of sort
- 24:36of snow and rainfall in others. But again, it's part of the
- 24:39fallacy I think that occurs even within Iranian, you know,
- 24:43governmental outlet that they think that, you know, a couple
- 24:46of weeks of rainfall are going to solve the problem.
- 24:48It just isn't. It might delay the problem, but
- 24:50it's not solving the problem. And even those, you know,
- 24:54insiders such as Callantadi, who is the old minister of
- 24:57agriculture, I mean, he's basically done a mea culpa and
- 25:00basically said, you know, we screwed up.
- 25:02I mean, we screwed up very badly.
- 25:03And we should have planned 20 years ago for various sort of
- 25:06like environmental projects, dam building, irrigation and others,
- 25:10which we didn't do. And the aquifers are now down
- 25:13and they will not recover, he said.
- 25:14They will not recover to their previous levels.
- 25:17Interesting. Salam, let's talk a little bit
- 25:19about Iran's friends. I mean, George Bush used to have
- 25:21this phrase the axis of evil, and Iran was very much part of
- 25:24that. You know, are they getting a lot
- 25:26of support from the Russians? I know they've been providing
- 25:28the Russians with drones. Are they getting a lot of port
- 25:31from the support from the Chinese?
- 25:32I know the Chinese have been buying Iranian oil.
- 25:35You know, what's that relationship like?
- 25:36And are those friends of Iran motivated enough to support what
- 25:41could be a crumbling regime? I think the the the foreign
- 25:45relationships are certainly interesting to watch.
- 25:49I mean, I think the principle network of friends are Iran's
- 25:53counterweight to the axis of evil.
- 25:55It was called the axis of resistance.
- 25:58The the terminology developed in reaction to George W Bush's sort
- 26:05of cute phrasing. And the axis of resistance is
- 26:09the Iran sort of backed and built network of States and non
- 26:13state actors that support resistance against Israel and
- 26:17resistance against the United States.
- 26:19That's included Hezbollah, the Houthis groups in Iraq, and
- 26:24there have been serious setbacks.
- 26:26And they've all been massively weakened by the Israelis,
- 26:28haven't they? And the Israelis have really
- 26:29destroyed Iran's kind of regional empire, if you like.
- 26:34Weekend, I wouldn't say destroyed.
- 26:36And so this is where I think the nuance is a little important.
- 26:38Certainly there have been huge setbacks.
- 26:40I think the primary set back has been in the context of Syria,
- 26:44where for over 4 decades Iran cultivated a relationship with
- 26:47the Assad regime and with the assets now hanging in a Dasha
- 26:51and Moscow, Iran has, you know, lost all of that investment.
- 26:57What's happened also in Venezuela with Maduro, you know,
- 27:01obviously being removed is another other loss for Iran
- 27:04because that was a relationship that Iran cultivated in EU, s s
- 27:08Western Hemisphere. So there have been real setbacks
- 27:13in in that grouping. But to answer your question more
- 27:17specifically, ties with Russia and China are humming along.
- 27:22They're neither overwhelming, but they Iran has not been
- 27:25abandoned by these partners either.
- 27:29China continues to provide these sort of economic lifeline for
- 27:34the Islamic Republic. And there have been some
- 27:38suggestions that China has helped Iran recapitalize its
- 27:43ballistic missile program since the war last year.
- 27:46And the Russians are important, more important than are is often
- 27:50reported in security, intelligence and military ties.
- 27:55And of course the economic nature of the relationship is
- 27:58limited, but that's still 1 where the two countries
- 28:02collaborate. Let me just add one more thing
- 28:04about the region. While Iran's non state based
- 28:08relationships have certainly been less beneficial for Iran,
- 28:15Iran has improved its ties with almost all countries across the
- 28:19Middle East and North Africa and that has been a positive.
- 28:22Iran's normalization with the Arab world is in a stronger
- 28:27footing than it has ever been. I just want to ask you both, you
- 28:30know, to do something outrageous, which is a little
- 28:32prediction. I'm going to give you a couple
- 28:34of nuanced possibilities. So first, you, Ali, do you think
- 28:39by the end of the year we're going to see regime change in
- 28:43Iran brought about either by Donald Trump's intervention by
- 28:47the people uprising against the regime as we're seeing bits of
- 28:51happening right now, or will the regime carry on, perhaps
- 28:55rebooted by some kind of deal concocted by Steve Witkoff?
- 29:00Ali Well, on, on the qualification that historians
- 29:03never predict, Matt. So I, I, I want to put that
- 29:05caveat in there very clearly. I mean, I think, I think your
- 29:09former is more likely than the latter.
- 29:12But I want to be quite specific about the notion of regime
- 29:14change or regime collapse. I mean, I think that there is a
- 29:17serious possibility that there's going to be an economic collapse
- 29:20and that economic collapse will, will bring all sorts of things
- 29:23along with it. Whether that entails a, a, a
- 29:27sort of an element of sort of very direct regime change.
- 29:30You know, that that's a little bit more debatable because you
- 29:34know, those within the system will fight to the last minute, I
- 29:36suspect. But it could lead to a sort of
- 29:39a, an internal collapse of one sort or another.
- 29:42Not I should say, and let me emphasize this of the country
- 29:45per SE, but more of the system. It's the political system really
- 29:48that I'm thinking about. And, and one of the things we
- 29:50have to be very careful when we discuss these things, I think is
- 29:52to make clear, you know, what we're, what we're defining here.
- 29:56Because I think too many people conflate Iran with the Islamic
- 29:59Republic And, and the Islamic Republic is a political system.
- 30:01I don't think the the political system of the Islamic Republic
- 30:05as it is currently configured has a future.
- 30:07Salam What about you? I would say we could most likely
- 30:11see a change in the regime. Neither regime change I I don't
- 30:16see that as viable, but a change in the regime.
- 30:18A rebooting. A regime reboot.
- 30:21Well, it could be a reboot, but it depends on who comes up in
- 30:25the reboot. The international order and
- 30:29leaders around the world seem to be quite comfortable with
- 30:31pliable, amenable and sort of rebranded leaders.
- 30:37We saw that in 2025. And I think that that could very
- 30:40likely be a scenario we might see in Iran where, as you know,
- 30:44an Egypt model or a Syria model could work out as well for for
- 30:49Iran. But I do think that talks are
- 30:51still out there as a viable solution.
- 30:53I'm not sure the Islamic Republic is able or capable to
- 30:58deliver a deal they're good at. They're or they're supposedly
- 31:01good at negotiating. But I think we have to bend that
- 31:05idea at this point. And but I, you know, the talks I
- 31:09think are still a possibility for this year as well.
- 31:12And now that I've broken the ice and got you both into the
- 31:14prediction game, one final line. Will Donald Trump intervene
- 31:18military literally on behalf of the protesters, as he has
- 31:22threatened to do? Yes or no Saddam?
- 31:25No. OK.
- 31:26What about you, Ali? I think actually he's set
- 31:29himself a red line and he's very likely going to have to deliver
- 31:31on it, either through himself or his or his allies.
- 31:34Are you Israel? So that's a.
- 31:36Yes. I mean, I think if they continue
- 31:38in this way, he will, he will find himself having to deliver
- 31:42something. Now what that means, you know, I
- 31:44who knows? But yes, I mean, I think he
- 31:48he's, he's laid down a red line very clearly there and he'll
- 31:51look very silly if he does nothing.
- 31:52But we've got you both on the record, and we will get back to
- 31:55you if and when it is necessary. Hope.
- 31:58Sanam is right. OK, well, who knows?
- 32:02Thanks very much to both of you. Sanam Bakil, Ali Ansari, it's
- 32:05been a pleasure speaking to you. It's a really big issue at the
- 32:08moment. We're all focused on Venezuela,
- 32:09but this is this is another gathering storm.
- 32:11We can't take our eyes off it. Thanks to all of you for
- 32:14listening to the forecast. That's it from us here in
- 32:16Washington today. See you next time.