Advantage Iran

President Trump and Secretary of State Pompeo are both begging for talks with Iran and have been for months. Now they are ratcheting up the pressure by deploying a carrier battle group (which had been slated to head for the Gulf a bit later) and toughening sanctions against Iran’s oil and metals industries. Washington’s theory of the case is that more pain will bring Tehran to its senses, maybe even to its knees.

Meanwhile Iran is heading in the opposite direction. It is planning to begin a phased withdrawal from the Joint Comprehensive Plan of Action (JCPOA) that the US left a year ago. Without the economic benefits of the deal, there is little reason for Tehran to stick with it. The harder-line voices there never liked the constraints on the nuclear program and view the US withdrawal from the agreement as an opportunity, not a disincentive. It proves the hardliners correct in their assertion that the Americans can’t be trusted and gives them momentum in seeking to restart the nuclear weapons program that the JCPOA rolled back and suspended.

Washington and Tehran are engaged in a classic turn toward what conflict management folks call their “Best Alternatives to a Negotiated Solution” (BATNAs). Each is trying to demonstrate that it has a better one. The escalation is of course dangerous, but it could eventually lead towards a mutual recognition that the situation is ripe for a negotiation. If, as both assert, neither wants to go to war, which could have catastrophic outcomes, the escalation might generate the incentive each side needs to negotiate.

It is not clear however that both sides do in fact want to avoid war. The Americans are simply unpredictable: National Security Advisor Bolton has long advocated war to end Iran’s nuclear program, but President Trump seems reluctant and in any event is unreliable. The Iranians also have a divided command structure, but in the end it will be the Supreme Leader who decides whether to go to war, likely by attacking Americans in Iraq or Syria and possibly even using terrorist sleeper cells in the US. Pompeo and other American officials have warned as much and claimed that is why they are accelerating the deployment of the carrier battle group. Quid pro quo strikes could escalate quickly.

If I had to guess, Trump will flinch before the Supreme Leader does. A new war in the Middle East isn’t what he should want to try to sell to the American people. It would disrupt a growing economy and belie the President’s many declarations of intent to leave fighting in the Middle East to others. Even a flim-flam man knows his limits. Iran is a country of 81 million people long hardened by war (with Iraq) and sanctions. While discontent is rife, the Supreme Leader can be certain that the Americans won’t invade. A carrier battle group, plus some bombers, does not an invasion make. A cruise missile strike on elements of the nuclear program would set it back but free Iran from any JCPOA constraints.

The Americans served first by withdrawing from the JCPOA and reimposing sanctions without lining up multilateral support. The Iranians are responding with their own phased drawdown from their commitments under the agreement, while trying not to drive either the Europeans or the Chinese into the arms of the Americans. Some sort of mutual accommodation could still be possible, but if this were a tennis match, the score would be “ad out.”