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.

Science and education are part of strategic ties in recent years. The “Program of educational cooperation between the Government of the Republic of Azerbaijan and the Government of the State of Israel for the years 2023-2026” forms the basis for developing this vital field in mutual cooperation. As Azerbaijan strives to reform its education system in order to make schools future-ready and sci-tech focused, it benefits greatly from the exchange of teachers and education experts to train and learn from the Israeli experience.

Cooperation on climate change, high tech agriculture, green energy, and water are also part of the educational and scientific ties. Israel’s high-tech economy and agriculture and its experience in green energy and water desalination provide Azerbaijan a unique opportunity to diversify and develop the non-oil sector of its economy.

Cybersecurity is also part of the educational ties between the countries with staff at the Technion, a public research university based in Haifa, contributing to the training of Azerbaijani students on a cybersecurity program.

Food security with a focus on grain is another new angle in Azerbaijan-Israel ties. Israel’s food security, and specifically its requirement for grain, will be met by Azerbaijan and Uzbekistan, following the disruption to supplies as a result of the Russia-Ukraine war. This will be a huge boost to both Israel’s and Azerbaijan’s food security, as Azerbaijan will receive advanced technology from Israel as part of the deal.

The high level of religious tolerance and historical lack of anti-Semitism in Azerbaijan form a strong basis for people-to-people relations between Azerbaijan and Israel. The village of Qırmızı Qəsəbə (Red Village) in the Quba region of Azerbaijan, home to an old community of Mountain Jews, is believed to be the world’s only all-Jewish village outside Israel and the United States. The opening of the Mountain Jews Museum in the village is also a testament to the positive role of Azerbaijan in Jewish-Muslim coexistence and the promotion of harmony and tolerance. Azerbaijani Jews form a strong bond between the people of the two countries and their significant presence in Israel also promotes bilateral ties.

An important development in the energy sector, a key part of the strategic partnership between Azerbaijan and Israel, took place in October 2023, when Azerbaijan’s state oil company SOCAR was granted a gas exploration license alongside British Petroleum and Israel’s NewMed to explore an area north of Israel’s Leviathan gas field in the Mediterranean. This is a significant boost to SOCAR, increasing its role in the world energy market and introducing a new aspect to Azerbaijan-Israel energy cooperation. Around 40 percent of Israel’s oil imports come from Azerbaijan.

Diversification of supply and non-reliance on Arab oil has been a key component of Israeli energy security over the years. Azerbaijani oil pumped to Turkey’s Mediterranean port of Ceyhan and transported onwards to world markets forms a major source of revenue for the Azerbaijani budget and, as such, has been crucial in the modernisation of the country’s infrastructure, armed forces, and the large-scale reconstruction in Azerbaijan’s liberated lands.

Azerbaijan’s energy policy forms the backbone of the country’s independent foreign policy. The Baku-Tbilisi-Ceyhan pipeline bypasses both Russia and Iran and has proved a key asset following Russia’s invasion of Ukraine, when Kazakh oil shipments, for example, most of which pass through Russia, have been disrupted.

Since the Hamas terrorist attacks against Israel on October 7, 2023, and the subsequent war in Gaza, Iran has singled out the Baku-Tbilisi-Ceyhan oil pipeline as well as Azerbaijan, putting them under pressure to cut off the key crude oil supply to Israel and thereby to damage the basis for Azerbaijan’s independent foreign policy.     Iran launched media propaganda against Azerbaijan. Leftist so-called nongovernmental organizations, financed by Western-donor political figures such as Greta Thunberg and Qatar-financed outlets such as the Middle East Eye, also criticized Azerbaijan.

The attacks reveal the range of political sides that are keen to damage and destroy the Baku-Tbilisi-Ceyhan oil pipeline and Azerbaijan’s independent foreign policy. Attacks against SOCAR’s HQ in Istanbul, organized by pro-Hamas Islamists and leftists, with the tacit approval of circles within the Turkish government, were also part of the campaign.

Azerbaijan-Israel strategic cooperation, particularly in the energy sector, stood firm in the face of attacks from various circles, geopolitical turbulence, and pressure. The incoming Trump administration should value Baku’s role in the energy security of Israel, the European Union, and Turkey, which are key US allies.

Azerbaijan and Israel developed the defense component of their strategic partnership over the years. Israel is one of the main sources of Azerbaijan’s defense imports and modernization of the armed forces. Azerbaijan made skilful use of Israeli defence products in liberating its lands; most notably, Israeli’s Barak 8 anti-ballistic missile defense system intercepted an Iskander missile fired from Armenia over the capital Baku.

Israel, too, stood firm in the face of pressure during the war in 2020 and did not allow third parties to influence their defense cooperation with Baku. The defense cooperation also came under extensive media attack by pro-Armenia and pro-Iran elements who consider the Azerbaijani-Israeli defense partnership a threat to their interests. Iran feared Azerbaijan’s growing role since Baku’s victory in the Karabakh war and the high-level conduct of its armed forces.

A strong Azerbaijan on its northern border is a nightmare for Iran. Tehran invested heavily for decades to keep Azerbaijan weak, but this failed badly with the restoration of Azerbaijan’s territorial integrity and sovereignty. Azerbaijan-Israel defense cooperation is vital for regional security and the containment of rogue actors such as Iran, which pose an existential security threat to both countries.

With the fall of Bashar al-Assad’s regime in Syria, Israel and Turkey appear to have inflicted a strategic defeat on Iran. Considering the strained nature of Turkish-Israel relations, due to Turkey’s President Recep Tayyip Erdoğan backing Palestinian extremist groups, it is in the interests of both Israel and Turkey not to collide in Syria and to manage the risks.

In this regard, Azerbaijan can play a key role in coordinating and reconciling both Israeli and Turkish interests to avoid confrontation in Syria. Azerbaijani President Ilham Aliyev’s foreign policy aide Hikmet Hajiyev visited Israel in December, where he had meetings with high-level Israeli officials including Foreign Minister Gideon Sa’ar and President Isaac Herzog. The trip was a positive development in reducing confrontational elements in Turkish-Israeli ties and keeping backchannel communications open.

It is in Azerbaijan’s interests to reconcile or at least reduce the negative atmosphere between its two key strategic partners Israel and Turkey, with Azerbaijan playing a significant role in the recent normalization process between the two countries. Baku also proposed setting up a trilateral regional format for strategic cooperation between Azerbaijan, Israel, and Turkey before the Hamas terrorist attack derailed the fragile Israeli-Turkish ties with Erdoğan siding with Hamas.

Overall, it is worth noting that both Azerbaijan and Israel benefit strategically from their partnership in various fields. The contribution of their relationship to the security environment of the South Caucasus and the Middle East is important as it also opens new opportunities.

The role of Azerbaijan in easing the tension in Turkish-Israel ties becomes more significant with the fall of the Assad regime in Syria. Azerbaijan and Israel have both stood firm during geopolitical crises, protecting their strategic ties and blocking third-party attempts to influence them, thereby proving that their partnership is reliable and mutually beneficial.

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.

Azerbaijan-Israel Strategic Relationship Proves Its Importance was originally published on Global Security Review.

As discussions of retaliation by Israel continue, the media discuss Iranian oil refineries as possible targets that might be hit. Israeli Defence minister, Yoav Gallant, stated that retaliation against Iran’s missile attacks will be “lethal and surprising.” Meanwhile, Islamic Revolutionary Guard Corps-linked social media accounts are already spreading reports that Tehran warned the United States that actions against Iranian oil refineries will lead the Islamic Republic to target oil facilities in Saudi Arabia, Azerbaijan, the United Arab Emirates, Bahrain, and Kuwait. According to a Reuters report, Iran also warned the Gulf Arab states that any use of their airspace or military bases to target Iran will be unacceptable and threatened a military response.

Iran’s Strategy

Iran’s reference to Azerbaijan as a potential target, should Israel attack Iranian oil refineries, is an indication of the Islamic Republic’s growing threat to critical energy infrastructure not only in the Middle East, but also in the South Caucasus and the Caspian Sea basin region. Azerbaijan supplies 40 percent of Israel’s energy needs and Azerbaijan’s oil and gas infrastructure is the backbone of its independence in the geopolitically tense region.

Not only does Azerbaijan meet nearly 40 percent of Israel’s demand for crude oil, Azerbaijan’s state energy giant SOCAR, alongside British Petroleum and Israel’s NewMed, was awarded a licence to explore an area to the north of Israel’s Leviathan gas field in the Eastern Mediterranean. The strong bilateral and multifaceted relations between Israel and Azerbaijan are a primary concern for Iran.

In anticipation of Israeli retaliation against the Iranian ballistic missile attacks, the Iranian media continues to make unsubstantiated claims about supposed secret Israeli military bases in Azerbaijan with a ridiculous accusation that Azerbaijan is one of the origins of sabotage against the Islamic Republic. Talking about possible Israeli retaliation against Iranian oil facilities, Iranian diplomat Abbas Mousavi falsely claimed in an interview to Tejarat News that Israel deployed many planes to Azerbaijan.

In fact, since Hamas launched the brutal terrorist attacks against Israel in October 2023, Iran’s main goal is the consolidation of the members of the Organisation of Islamic States to achieve an economic blockade and diplomatic isolation from Israel. Iranian Supreme leader Ayatollah Khamenei repeatedly called on Arab and Muslim countries to impose an oil embargo on Israel. Iranian officials frequently repeat similar calls showing Tehran’s agenda behind the Hamas attacks, which aimed to disrupt economic, political, and diplomatic relations between the State of Israel and Muslim-majority nations.

Iran’s multidimensional strategy behind the Hamas attacks was based on several ambitious goals, including preventing possible normalisation between Israel and Saudi Arabia and other Arab states; derailing the Abraham Accords; preventing efforts to improve strained Turkish-Israeli ties; and trying to inflict economic and diplomatic damage on Israel-Azerbaijan strategic ties. Iran’s strategy seeks to achieve multiple goals simultaneously in both the Middle East and South Caucasus.

Iranian media outlets launched coordinated propaganda attacks against Turkey and Azerbaijan for supplying crude oil to Israel via the Baku-Tbilisi-Ceyhan oil pipeline since the Hamas terrorist attacks and start of the subsequent war in Gaza. Iran-inspired, pro-Hamas Islamist, and leftist circles in Turkey staged several demonstrations where they vandalised Azerbaijani oil company, SOCAR, offices in Istanbul in an attempt to halt oil exports.

Considering the influence of the Muslim Brotherhood in Turkey, the country is a comfortable space for Iranian propaganda and hybrid activities covered by so-called Islamic narratives. Ironically, the fact that Iran is a major energy supplier to Armenia and supplied the formerly Armenian-occupied Karabakh region received no similar response from Islamists or leftists in Turkey.

Coercive Actions

Iran’s military threats against Azerbaijan increased from the end of the Second Karabakh War, when the balance of power in the South Caucasus shifted in Baku’s favor. Iran conducted several military drills near Azerbaijan’s border, putting on a show of force against the geopolitical changes in the region. In late September and early October 2021 Iran suddenly conducted military drills near Azerbaijan’s borders.

An Iranian Ministry of Foreign Affairs spokesman described the exercises as a “sovereign right,” saying, “Iran will not tolerate the presence of the Zionist regime” near its borders. Iran undertook another military provocation a year later when Tehran laid pontoon bridges across the Araz River near the Azerbaijani border and crossed the river as part of war games. In March 2023, an Iranian air force fighter jet violated Azerbaijan’s airspace. The Azerbaijani Foreign Ministry summoned Iran’s ambassador, and the Azerbaijani Defence and Foreign Ministries issued a joint statement condemning the incursion.

When Israel liquidated Mohammad Reza Zahedi, a senior commander in the Iranian Revolutionary Guard Corps-Quds Force, in Damascus in April 2024, Iranian member of parliament, Jalal Rashidi Kochi, called for strikes on an Israeli embassy in the region, preferably in Azerbaijan. Iranian attempts to target the Israeli embassy and ambassadors in Baku were also foiled on many occasions over the years; the most recent reported attempt involved the arrest of an Afghan national in July 2023. Recently Iran has enhanced its naval capabilities in the Caspian Sea and increased naval drills, including joint drills with Russia.

Iran’s Missile and Cyber Capabilities

Iran possesses numerous capabilities to threaten critical infrastructure including energy and power in the region. Among them Tehran’s ballistic missiles and cyber tools are key. Iran maintains the largest ballistic and cruise missile force in the Middle East, capable of reaching 2,500 kilometres from its borders. Moreover, these capabilities combined with Iran’s drone arsenal can overwhelm missile defence systems. Iran’s missile attacks against Saudi oil facilities in 2019 were conducted by a combination of drones and cruise missiles.

Iran has improved its offensive cyber capabilities, too, and is capable of causing localised and temporary disruption to corporate networks for days or weeks. Drilling oil wells, pumping crude oil, and loading fuel are processes where cyberattacks can cause significant disruptions. According to an FBI report released in August 2024, Iran exploited computer network vulnerabilities to infiltrate and steal sensitive technical data from organisations in Israel and Azerbaijan. In July, cybersecurity firm Check Point reported that an Iranian hacker group named Muddy Water, affiliated with Iran’s Ministry of Intelligence and Security, increased its cyber activities against targets in Azerbaijan, Israel, Portugal, Saudi Arabia, and Turkey.

Securing Critical Infrastructure

Overall, considering Azerbaijan’s key role in the energy security of vital American allies, such as Europe, Israel, and Turkey, and its significant help in supplying energy to US-friendly states Georgia, Moldova, and Ukraine, the next administration needs to reverse shortsighted Biden State Department policy. The decision not to waive Section 907 of the Freedom Support Act, banning US aid to the Azerbaijani government, damages American interests in the South Caucasus. It is in the interest of the US and Azerbaijan to expand their military and technical partnership to secure critical infrastructure in the region.

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.

Iran’s Threat to Azerbaijan’s Critical Energy Infrastructure was originally published on Global Security Review.