Iran: consequences of a war

Executive Summary

An air attack on Iran by Israeli or US forces would be aimed at setting back Iran’s nuclear programme by at least five years. A ground offensive by the United States to terminate the regime is not feasible given other commitments in Iraq and Afghanistan, and would not be attempted. An air attack would involve the systematic destruction of research, development, support and training centres for nuclear and missile programmes and the killing of as many technically competent people as possible. A US attack, which would be larger than anything Israel could mount, would also involve comprehensive destruction of Iranian air defence capabilities and attacks designed to pre-empt Iranian retaliation. This would require destruction of Iranian Revolutionary Guard facilities close to Iraq and of regular or irregular naval forces that could disrupt Gulf oil transit routes.

Although US or Israeli attacks would severely damage Iranian nuclear and missile programmes, Iran would have many methods of responding in the months and years that followed. These would include disruption of Gulf oil production and exports, in spite of US attempts at pre-emption, systematic support for insurgents in Iraq, and encouragement to associates in Southern Lebanon to stage attacks on Israel. There would be considerable national unity in Iran in the face of military action by the United States or Israel, including a revitalised Revolutionary Guard.

One key response from Iran would be a determination to reconstruct a nuclear programme and develop it rapidly into a nuclear weapons capability, with this accompanied by withdrawal from the Non-Proliferation Treaty. This would require further attacks. A military operation against Iran would not, therefore, be a short-term matter but would set in motion a complex and long-lasting confrontation. It follows that military action should be firmly ruled out and alternative strategies developed.

[… and later in the report …]

Straits of Hormuz.
While one major aim of any US military action would be to forestall Iranian interference with Gulf oil exports, this would have to be near total in its effect on Iranian capabilities. This would be difficult if not impossible to achieve, leading to a fear of attack which alone would have a formidable impact on oil markets.

West Gulf oil facilities.
Furthermore, it would be possible for paramilitary units linked to Iran to develop the ability to sabotage oil export facilities in western Gulf states such as Kuwait, Saudi Arabia and the United Arab Emirates. High levels of security would undoubtedly be maintained in these states, yet determined paramilitary groups would be difficult to control with certainty. Even one or two incidents of sabotage would raise tensions and further affect oil markets.