Nuclear Issues

Mohammad Tabaar analyzes Iran's strategy to weaken Israel and divide the Middle East.

What drove Yevgeny Prigozhin to lead his PMC Wagner troops on a “march for justice” across southern Russia, toward Moscow? Was it a mutiny meant to overthrow Vladimir Putin and install the ex-convict in the Kremlin? Or was the owner and political leader of Russia’s most powerful private army actually — as he assured his followers — trying to convince Putin to meet his demands, which included the firing of his arch-enemies and Russia’s top generals, Sergei Shoigu and Valery Gerasimov, over their poor conduct in the Ukraine war? And what made Prigozhin agree to abort the march toward Moscow, with Wagner’s reconnaissance teams reportedly spotted some 55miles south of the Russian capital, even though his demands had been left unmet? More importantly, has the rebellion weakened Putin, or has it made him stronger? And what’s next for Russia, Ukraine, and other countries whose national interests have been affected by this crisis? Finally, should we be thankful that the “march for justice” turned out the way it went? Despite having combed through hundreds of primary sources over the past several days, I still don’t have definitive answers to all of these key questions, but here’s how I would go about answering some of them if asked to do so, based on what was known as of June 29.

Stephen Walt provides A realist POV on the war in Ukraine, competition with China, COVID, and more in the second part of an interview with Foreign Policy Editor-in-Chief Ravi Agrawal.

While China is building nuclear reactors faster than any other country in the world, major constraints may limit nuclear energy’s ability to grow to the scale of hundreds of gigawatts that would be required for it to play a major part in decarbonizing China’s energy system. This chapter explores the major constraints on, and risks of, large-scale nuclear energy growth in China, and how both new policies and new technologies might address them. It focuses particularly on the two biggest constraints – economics and siting. Substantial government policies to support nuclear power and advanced reactor systems designed to address some of the key constraints are both likely to be needed for nuclear to have a chance of playing a major role in decarbonizing China’s energy system; nuclear energy’s role may be bigger in the second half of this century than in the first half.

Stephen Walt writes an open letter to Donald Trump on how to deal with the Islamic Republic—and his own administration.

While Iranians are suffering from the economic crisis, the US "maximum pressure" strategy is compelling them to rally around the flag, rather than try to "take down the regime". This is not only because the cultural value of resistance is relatively high, but also because the more the Iranian leadership resists foreign pressure, the more legitimacy it gains.

In the past 10 years, oil exports have averaged about $67 billion in Iran. Last year, they dropped by two-thirds, and they are expected to drop below $30 billion this year.  There are reasons to believe that, with appropriate policies, the country can live with this level of oil exports, albeit at a reduced standard of living, and even do itself some good in the long run by reducing its dependence on oil.

Iran has been there before. In 2012, when President Obama ratcheted up U.S. sanctions against Iran, oil exports dropped by 27.5 percent, and GDP fell by 6.2 percent. In 2015, sanctions and the collapse of oil prices further reduced oil exports to $32 billion, a decade-long low, and GDP declined by 1.6 percent. If Iran’s leadership is to successfully resist U.S. demands, it must do more than find ways to evade sanctions. A lot depends on its ability to adopt a plan that reduces the economy’s dependence on oil, while distributing the burden of restructuring equitably across social groups.

For the Islamic Republic, resistance to Washington has become a cultural norm, and it considers independence (esteghlal) as the main achievement of the 1979 revolution.  According to Secretary of State Mike Pompeo, Iran would have to meet 12 conditions before the United States will renegotiate the nuclear deal and consider removing its sanctions. These conditions, which are nothing short of surrender on Iran’s part, are either set to force Iran out of the nuclear deal and therefore trigger the return of UN sanctions, or they are a thinly veiled call for regime change.