The Annual Threat Assessment from the office of the Director of National Intelligence was been released. We previously excerpted information regarding China and Russia. Today, we review the analysis regarding Iran.
Some of the material presented in the report, the New York Analysis of Policy and Government believes, is based more on wishful thinking than actual facts, particularly the comment that Iran is not seeking a “nuclear breakout.”
Iran will present a continuing threat to US and allied interests in the region as it tries to erode US influence and support Shia populations abroad, entrench its influence and project power in neighboring states, deflect international pressure, and minimize threats to regime stability. Although Iran’s deteriorating economy and poor regional reputation present obstacles to its goals, Tehran will try a range of tools—diplomacy, expanding its nuclear program, military sales and acquisitions, and proxy and partner attacks—to advance its goals. We expect that Iran will take risks that could escalate tensions and threaten US and allied interests in the coming year.
∙ Iran sees itself as locked in a struggle with the United States and its regional allies, whom they perceive to be focused on curtailing Iran’s geopolitical influence and pursuing regime change.
∙ Tehran’s actions will reflect its perceptions of US, Israeli, and Gulf state hostility; its ability to project force through conventional arms and proxy forces; and its desire to extract diplomatic and economic concessions from the international community.
∙ With regards to US interests in particular, Iran’s willingness to conduct attacks probably will hinge on its perception of the United States’ willingness to respond, its ability to conduct attacks without triggering direct conflict, and the prospect of jeopardizing potential US sanctions relief.
∙ Regime leaders probably will be reluctant to engage diplomatically in talks with the United States in the near term without sanctions or humanitarian relief or the United States rejoining the Joint Comprehensive Plan of Action (JCPOA). Iran remains committed to countering US pressure, although Tehran is also wary of becoming involved in a full-blown conflict.
Regional Involvement and Destabilizing Activities
Iran will remain a problematic actor in Iraq, which will be the key battleground for Iran’s influence this year and during the next several years, and Iranian-supported Iraqi Shia militias will continue to pose the primary threat to US personnel in Iraq.
∙ The rise in indirect-fire and other attacks against US installations or US-associated convoys in Iraq in 2020 is largely attributed to Iran-backed Iraqi Shia militias.
∙ Iran will rely on its Shia militia allies and their associated political parties to work toward Iran’s goals of challenging the US presence and maintaining influence in Iraqi political and security issues. Tehran continues to leverage ties to Iraqi Shia groups and leaders to circumvent US sanctions and try to force the United States to withdraw through political pressure and kinetic strikes.
∙ Although Tehran remains an influential external actor in Iraq, Iraqi politicians, such as Prime Minister Mustafa al-Kadhimi, will attempt to balance Baghdad’s relations with Iran and the United States in an effort to avoid Iraq becoming an arena for conflict between the two countries.
Iran is determined to maintain influence in Syria.
∙ Iran is pursuing a permanent military presence and economic deals in Syria as the conflict winds down there. Tehran almost certainly wants these things to build its regional influence, support Hizballah, and threaten Israel.
Iran will remain a destabilizing force in Yemen, as Tehran’s support to the Huthis—including supplying ballistic and cruise missiles as well as unmanned systems—poses a threat to US partners and interests, notably through strikes on Saudi Arabia.
Tehran remains a threat to Israel, both directly through its missile forces and indirectly through its support of Hizballah and other terrorist groups.
Iran will hedge its bets in Afghanistan, and its actions may threaten instability. Iran publicly backs Afghan peace talks, but it is worried about a long-term US presence in Afghanistan. As a result, Iran is building ties with both the government in Kabul and the Taliban so it can take advantage of any political outcome.
Military Capabilities
Iran’s diverse military capabilities and its hybrid approach to warfare—using both conventional and unconventional capabilities—will continue to pose a threat to US and allied interests in the region for the foreseeable future.
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∙ Iran’s unconventional warfare operations and network of militant partners and proxies enable Tehran to advance its interests in the region, maintain strategic depth, and provide asymmetric retaliatory options.
∙ The IRGC-QF and its proxies will remain central to Iran’s military power.
Attacks on US Interests and the Homeland
We assess that Iran remains interested in developing networks inside the United States—an objective it has pursued for more than a decade—but the greatest risk to US persons exists outside the Homeland, particularly in the Middle East and South Asia.
∙ Iran has threatened to retaliate against US officials for the Soleimani killing in January 2020 and attempted to conduct lethal operations in the United States previously.
∙ During the past several years, US law enforcement has arrested numerous individuals with connections to Iran as agents of influence or for collecting information on Iranian dissidents in the United States,
and Iran’s security forces have been linked to attempted assassination and kidnapping plots in Europe, the Middle East, and South Asia.
∙ Iran probably can most readily target US interests in the Middle East and South Asia because it has assets and proxies in the region with access to weapons and explosives.
Nuclear Breakout
We continue to assess that Iran is not currently undertaking the key nuclear weapons-development activities that we judge would be necessary to produce a nuclear device. However, following the US withdrawal from the JCPOA agreement in May 2018, Iranian officials have abandoned some of Iran’s commitments and resumed some nuclear activities that exceed the JCPOA limits. If Tehran does not receive sanctions relief, Iranian officials probably will consider options ranging from further enriching uranium up to 60 percent to designing and building a new 40 Megawatt Heavy Water reactor.
∙ Iran has consistently cast its resumption of nuclear activities as a reversible response to the US withdrawal from the JCPOA and messaged that it would return to full compliance if the United States also fulfilled its JCPOA commitments.
Since June 2019, Iran has increased the size and enrichment level of its uranium stockpile beyond JCPOA limits. Since September 2019, Iran has ignored restrictions on advanced centrifuge research and development and restarted uranium enrichment operations at the deeply buried Fordow facility. In January, Iran began to enrich uranium up to 20 percent and started R&D with the stated intent to produce uranium metal for research reactor fuel, and in February, it produced a gram quantities of natural uranium metal in a laboratory experiment.
Cyber, Intelligence, Influence, and Election Interference
Iran’s expertise and willingness to conduct aggressive cyber operations make it a significant threat to the security of US and allied networks and data. Iran has the ability to conduct attacks on critical infrastructure, as well as to conduct influence and espionage activities.
∙ Iran was responsible for multiple cyber attacks between April and July 2020 against Israeli water facilities that caused unspecified short-term effects, according to press reporting.
Iran is increasingly active in using cyberspace to enable influence operations—including aggressive influence operations targeting the US 2020 presidential election—and we expect Tehran to focus on online covert influence, such as spreading disinformation about fake threats or compromised election infrastructure and recirculating anti-US content.
∙ Iran attempted to influence dynamics around the 2020 US presidential election by sending threatening messages to US voters, and Iranian cyber actors in December 2020 disseminated information about US election officials to try to undermine confidence in the US election.