Iran’s Supreme Leader, Ayatollah Khamenei, recently criticized the US proposal for a nuclear deal, while also expressing his doubts about the success of talks. US Special Envoy for the Middle East Steve Witkoff argued that Iran should not be allowed to possess enrichment capabilities and declared such capabilities a red line. Iran, however, rejected the US demand and stuck to the traditional Iranian narrative that Tehran will continue the enrichment process with or without a deal. The divergent positions of the two sides indicated that the talks were likely to reach a dead end, but this time Iran’s nuclear program appeared to have reached a pivotal moment.

As Iran has gained the tools and necessary understanding of enrichment technology, it was unrealistic to think that Iran would completely terminate its enrichment capabilities without the pressure of a war or regime change. Structural realist Kenneth Waltz claimed that if Iran became a nuclear power, nuclear balance and stability vis-à-vis Israel would result. However, it is worth critically reviewing this argument in the context of the South Caucasus region, particularly Azerbaijan, as this challenges Waltz’s notions.

Offensive Realism

In his 2012 article, “Why Iran Should Get The Bomb,” Waltz argued that trying to dissuade a country from seeking a nuclear weapon via sanctions and isolation does not yield a positive result, as the case of North Korea illustrates. Waltz formulated three scenarios regarding Iran’s nuclear program. In the first scenario, Tehran was compelled to end its nuclear program in the face of heightened international sanctions and diplomacy. In the second scenario, Iran developed a breakthrough capability but stopped short of testing a nuclear weapon. In the third scenario, Iran conducted a nuclear test.

It is worth mentioning that in the two decades since Waltz wrote the article, international sanctions and increased diplomatic pressure failed to achieve a meaningful result. Even with the Joint Comprehensive Plan of Action (JCPOA), Iran’s enrichment continued in exchange for sanctions relief. The second possible prediction that Iran will acquire the capability but not test a nuclear weapon can be applied to the present. US Secretary of State Marco Rubio described Iran as on the “threshold of a nuclear weapon.”

Waltz’s central argument is based on the assumption that Israel’s nuclear edge in the Middle East creates an imbalance and that Iran’s intention is to provide a nuclear balance, thereby creating deterrence between Israel and Iran. However, considering Iran’s regional policies over the past decades and its foreign policy instruments, such as using surrogates and proxy forces to destabilize its neighbors and the entire region, one can argue that the notion of Iran’s possession of nuclear capabilities would create “stability” through a nuclear balance does not stand scrutiny.

The ideological nature of the Iranian regime alongside its expansionist foreign policy challenges Waltz’s view. Iran’s increasing ballistic missile capabilities and drone production is an indication that the Iranian nuclear program will facilitate Iran’s offensive nuclear capabilities.

Waltz also overlooked the domestic dimension and variables, meaning the imperialist tendencies within Iran, as well as variables in perception, such as the worldview of the Supreme Leader and Iranian Revolutionary Guard Corps (IRGC) leaders. Moreover, Waltz’s argument that Iran is striving to ensure its own security by possessing nuclear weapons is questionable in the context of the Russia-Ukraine war, which repeatedly shows that having a nuclear deterrent does not shield a country from attack and loss of territory via conventional means.

While structural realists view the international system as anarchic and see states as striving, at a minimum, to ensure their survival, the offensive realist perspective explains state behavior more accurately. In fact, the anarchic nature of the international system directs states to maximize security, and to do so they maximize relative power. Regardless of specific threats states try to expand power. As security is not guaranteed under the anarchic international system, states maximize power to ensure their security.

As John Mearsheimer argues, states maximise their relative power because having military advantage ensures their security. The notion that Iran possessing nuclear weapons is about ensuring Iranian security and creating a nuclear balance fails to address the offensive nature of Iranian foreign and security policies in the region as well as its expansionist approaches.

An offensive realist perspective explains Iran’s nuclear program strategy accordingly, as Iran’s track record and foreign policy instruments show it takes a hegemonic approach in the region to maximize its influence over neighboring countries and increase its relative power. Waltz viewed Iran’s nuclear strategy vis-à-vis Israel, but a nuclear-armed Iran would have a very different geopolitical role in a region like the South Caucasus, sandwiched between two rogue, imperialist regimes—Iran and Russia.

Considering that Iran and Russia are strategic allies that share common geopolitical views of the West and desire to curtail the Westward-looking foreign policies of the South Caucasus, particularly Azerbaijan, a nuclear-armed Iran will not create a balance but push regional actors towards Russia against their will—particularly considering that membership in the North Atlantic Treaty Organization (NATO) is unlikely.

According to Robert Gilpin, “As the power of a state increases, it seeks to extend its territorial control, its political influence, and/or its domination of the international economy.” Thus, a nuclear-armed Iran would engage in solidifying and maximizing its geopolitical goals and interests in its neighboring countries, creating more instability.

Iran’s Nuclear Programs and the Region

The lessons of Russia’s imperialist war of aggression against Ukraine and Russian official narratives such as the rejection of Ukrainian identity and statehood are proof that Iran’s nuclear program, and potential weaponization of it, pose an existential security risk to Azerbaijan as an independent country and the South Caucasus region, in general. Iranian imperial ambitions, coupled with a grudge against Azerbaijani independence, puts the country’s security at risk.

Azerbaijan’s close ally Turkey, which does not possess nuclear weapons, cannot serve as a counterweight for a nuclear Iran. Iran prefers a weak Azerbaijan on its northern border.

Iran also prefers to use Azerbaijan’s neighbor, Armenia, against Baku. A nuclear Iran might further embolden Armenian revanchist circles to seek a change in the status quo, which could start another war.

A nuclear-armed Iran may also increase its efforts to destabilise Azerbaijan via proxy groups, such as the Huseyniyyun Brigade, as Tehran attempts to curtail Azerbaijan’s independent foreign policy. However, a nuclear deal may still allow Iran to use the lifting of sanctions to increase its political and economic influence in Azerbaijan and the South Caucasus via soft power and proxies.

Thus, a nuclear agreement with the United States and fielding nuclear weapons both pose potential risks. The Iran-Russia 20-year strategic pact, which was signed recently, also points to the fact that both Moscow and Tehran will further cooperate and stand against a Western role in the region. Increasing Iranian-Russian military cooperation is also a point of concern. Both countries are heavily sanctioned internationally, but they do not pose an obstacle to the growing trade and military ties between the two states.

Azerbaijan’s position as a link between the West and Central Asia, bypassing both Russia and Iran, is an irritant in Moscow and Tehran. Iran’s staunch opposition to Armenia-Azerbaijan normalization is evident in its stance against the Zangezur corridor as Tehran does not want to lose leverage in the South Caucasus as Armenia’s close ally. The facilitation of the transfer of Indian weapons to Armenia and the transfer of Russian weapons to Armenia via Iranian soil illustrates the fact that the Iranian regime continues to be a source of destabilization in the region. In short, a nuclear Iran allied with Russia cannot establish a nuclear balance in the South Caucasus region; rather it will increase security risks and pose an existential threat to the independence of Azerbaijan and Georgia.

Contrary to Kenneth Waltz’s argument that a nuclear balance would lead to stability, this analysis suggests it will instead lead to instability—particularly in the South Caucasus. As Russia’s war on Ukraine shows, direct imperialist activities by a nuclear Iran cannot be precluded from the future of a nuclear-armed Iran. In short, a nuclear-armed Iran is bad for the Middle East, the South Caucasus, and the World. It will not bring Kenneth Waltz’s stability.

Rufat Ahmadzada is a graduate of City University London. His research area covers the South Caucasus and Iran. The views expressed in this article are the author’s own.

A Nuclear Iran Would Pose an Existential Threat to the South Caucasus was originally published on Global Security Review.

The core of Iran’s strategy is its desire to build two major corridors of influence. The first stretches west to the Mediterranean via Iraq, Syria, and Lebanon, where Iran’s alliance with Hezbollah plays a central role. This “Shia Crescent” provides Tehran with a direct line of influence and military capability near Israel’s borders.

The second strategic corridor runs through Yemen to the southern Red Sea, where Iran’s support for the Houthi rebels positions it to disrupt maritime traffic and challenge Saudi Arabia’s influence in the region. Both corridors are critical to Iran’s broader objective of positioning itself as a dominant power in the region, capable of challenging Israel, the Kingdom of Saudi Arabia (KSA), and Western interests.

In the current conflict with Israel, both the West Bank, bordering Jordan, and Gaza, bordering Egypt, serve as crucial strategic pressure points for Israel. Iran views Gaza as a key element in its wider strategy to surround Israel with hostile forces. Although Iran does not directly control the armed Palestinian groups in Gaza, their shared objectives make them natural allies.

This presents Iran with the opportunity to capitalize on such a situation and continue to provide support to groups like Hamas, despite their current ineffectiveness and only increasing the likelihood of a wider-scale war in the region. For years, Egypt, with an emphasis on regional stability and peace, indirectly managed Gaza’s political agenda. However, in recent years, Hamas increasingly aligned itself with Iran, a country primarily focused on regional destabilization and triggering armed confrontations.

Iran’s increased backing for Hamas in Gaza in recent years reflects a comprehensive strategy aimed at surrounding Israel from multiple fronts. Hezbollah, supported by Iran, projects influence from both Lebanon and Syria. Iran’s engagement in Yemen strategically places it adjacent the Red Sea, positioning Iran as a potential threat to international maritime routes as well as to most of the nations in Yemen’s vicinity.

Gaza, situated along Israel’s southwestern border, forms a crucial point in this intricate web of tension. While Egypt exercises stringent oversight of its border with Gaza and consistently opposes Iranian influence, Tehran’s backing of Palestinian groups aligns with its overarching strategy to apply pressure on Israel from multiple fronts. However, the relationship between Egypt and Iran is strained—since the 1970s—particularly given the enduring peace treaty between Egypt and Israel.

The current conflict between Israel and Palestinian factions illustrates a significant shift in the behavior of non-state armed groups. In Syria, various rebel factions fought against the government, which is supported by Iran, but often harboured animosity toward one another, as their objectives and alliances are/were not unified. By contrast, in the context of the Israeli-Palestinian conflict, the non-state actors—Hamas, Islamic Jihad, and other factions—share a common enemy (Israel) and a broadly unified goal: weakening of Israeli military and political control.

This alignment of interests made Iran’s role in supporting these groups more influential and effective, even if Tehran does not have direct command over them. However, the regional threat posed by this situation stems from Iran’s lack of genuine concern for the Palestinian cause and its failure to support the Palestinians in achieving a peaceful resolution with Israel, including the two-state solution that most Western and Arab nations proposed over the past decades. This further supports the claim that Iran’s main objective is to disseminate its ideology and expand its regional power through persistent destabilization tactics.

While the current Palestinian factions in Gaza and the West Bank share common goals with Iran, they were neither previously nor currently formal proxies to it, unlike Hezbollah in Lebanon or the Houthis in Yemen. However, Iran’s ability to support and influence these groups through financial and military aid allows it to project power in the region indirectly. For Iran, Gaza serves as a crucial point in its strategy of regional influence, even though the Palestinian factions maintain their independence from direct Iranian control.

Egypt, on the other hand, is a strategically more complicated case for Iran given the fact that Cairo has always perceived any Iranian presence near its borders as a direct threat to its national security. This has led to a long-standing Egyptian policy of limiting Iranian influence in Gaza and rejecting any Iranian foothold in its immediate vicinity.

However, Iran has sought to circumvent this by expanding its influence in Libya and Sudan. By supporting and arming militias and armed groups present in Egypt’s neighbouring countries, Iran would ultimately aim to surround Egypt with allies or proxies, potentially allowing it to exert pressure on Cairo from multiple fronts. This strategy could eventually create openings for Iran to influence Egypt’s policies regarding Gaza and its relations with Israel.

Despite that Iran’s regional ambitions have always been clear to Egypt, the unprecedented level of war risk presented to the Middle East region further presents Egypt with increasing challenges concerning Iran’s regionally backed groups.

Iran’s possible sway in Libya and Sudan places Tehran in a strategic position to constrict Egypt from the west and south, resulting in a geopolitical pressure point. Nevertheless, the circumstances in Sudan demand greater attention. While Egypt and Iran back the Sudanese Armed Forces (SAF), Iran’s unrestrained backing of the SAF presents a potential risk to Egypt, as it may result in a rise in Iranian influence and connections within Sudan, ultimately advancing Tehran’s objectives.

The recent attacks by Yemen’s Houthis in the Red Sea have profoundly affected Egypt’s revenue from the Suez Canal over the past 10 months, presenting an ongoing danger to global shipping routes that traverse the Bab al-Mandeb Strait followed by the Red Sea then the Suez Canal. Consequently, Tehran has the potential to exert greater control or cause disturbances in maritime traffic through this vital passage, particularly during periods of increased tension, due to Iran’s expanding presence in Sudan, which is also situated close to the southern gateway of the Red Sea.

In parallel, Iran has pursued diplomatic engagement with Egypt, recognizing the potential benefits of normalized relations. Iran’s foreign minister recently visited Egypt to discuss Gaza-related regional tensions. Tehran apparently hopes to use soft power tools to build ties with Egypt.

A clear goal for Iran would be to create a network of influence with Egypt that complements its broader regional strategy in the Middle East. Should Iran succeed in building a stronger relationship with Egypt, it would be better positioned to influence events in Gaza, Libya, and Sudan, further consolidating its regional presence.

In contrast, Iran’s prospects of success in Jordan appears to be more limited. The Jordanian government’s strong ties with the United States and its historical enmity with Iran make Amman a more difficult target for Iranian influence. However, Iran may still view the sizable Palestinian population in Jordan as a potential pressure point.

By appealing to Palestinian nationalist sentiments and leveraging its support for Palestinian groups in Gaza and the West Bank, Iran could attempt to destabilize Jordan or at least pressure its government into altering its policies regarding Israel and the Palestinians. While this is a more challenging front for Iran, it remains a part of its broader geostrategic calculus.

Iran’s regional strategy capitalizes on building and supporting a complex web of alliances, proxy forces, non-state actors, and soft power tools, all aimed at expanding its influence and challenging its adversaries. Through direct military backing for entities such as Hezbollah and the Houthis, as well as indirect sway over Palestinian groups and diplomatic interactions with regional players like Egypt and the KSA, Iran persistently seeks to establish itself as a pivotal force in the geopolitics of the Middle East, while simultaneously exacerbating regional tensions and engaging in destabilizing activities.

Dr. Mohamed ElDoh is a business development and consulting professional in the defense and security sector.

The Geostrategic Mind of Iran was originally published on Global Security Review.