London Daily

Focus on the big picture.
Thursday, Sep 24, 2026

Iran vs the rest: the Middle East has reached a tipping point

Iran vs the rest: the Middle East has reached a tipping point

Last year, in the cigar bar of an opulent London hotel much favoured by visiting Arabs, an interesting conversation took place.
My friend was rich enough to have two private jets and claimed to be doing private shuttle diplomacy between Israel and one of the Gulf states. Smoke curled around our heads and a young Qatari in Gucci trainers passed by with a woman my friend assured me was a Russian prostitute.

My friend’s phone was out now and he was on a video call with a man he said was a senior official in the Iranian Revolutionary Guard. He asked him about a drone strike on Saudi Arabia’s two biggest oil refineries.

The man chuckled. ‘Ah yes, that was us.’ Saudi Arabia’s oil production was briefly cut in half by that attack in September last year, but what really worried the Saudis was how the Americans did nothing more than issue a few tired words of condemnation. The Saudis suddenly had a glimpse of what getting into a war with Iran would be like without US military support.

And this occurred under Donald Trump, perhaps the most uncritically pro-Saudi US leader ever to sit in the Oval Office. When the dissident journalist Jamal Khashoggi was killed and dismembered in the Saudi consulate in Istanbul in 2018, Trump said he didn’t much care whether the Saudi ruler, Crown Prince Mohammed bin Salman (MBS), had known what was happening. ‘Maybe he did and maybe he didn’t!’

This was just a part of one of the more extraordinary statements issued in Trump’s name under the White House letterhead - and there have been a few. Joe Biden, on the other hand, used the second anniversary of Khashoggi’s death to say he would ‘reassess’ the US-Saudi relationship. ‘Jamal’s death will not be in vain.’ Biden calls Saudi Arabia a ‘pariah’ state, because of Khashoggi, the jailing of other human rights activists, and the war in Yemen. When he is president, he has made clear, there will be no more blank cheques for Riyadh.

This was part of the backdrop to the curious meeting in Saudi Arabia two weeks ago between MBS, the Israeli prime minister Benjamin Netanyahu and the US Secretary of State Mike Pompeo. Saudi Arabia, Israel and - while Trump still sits in the White House - the US are all adamantly opposed to the Iran nuclear deal, believing it gives Tehran cover to produce a bomb. Since Biden wants to revive the deal, and will take office on 20 January, they have little time left to do something.

Did they discuss joint military action? There has been no leak from the meeting, but probably not. A few weeks ago, according to the New York Times, President Trump asked for options to attack Iran but was told by the chairman of the joint chiefs that he might start a regional war he could not stop.

MBS may be nervous too. The day after the meeting - as if to remind the Saudis of their vulnerabilities - there was another attack on an oil plant, this time in Jeddah. Perhaps wishing not to provoke Tehran, the Saudis deny the meeting happened at all. Or perhaps MBS thinks that neither his father the King nor his subjects are ready for peace with Israel, even one based on enmity to Iran. None of that matters - because the Israelis are not waiting around for anyone else.

Last Friday, Professor Mohsen Fakhrizadeh, ‘the Iranian Oppenheimer’, was shot or blown up as he and his bodyguards drove through the countryside of northern Iran. Two years earlier, Netanyahu had used a news conference to identify him as the head of Project 111, allegedly the secret Iranian effort to build a nuclear bomb small enough to fit on top of a missile. ‘Remember that name,’ Netanyahu said, ‘Fakhrizadeh.’

The killing caused an outpouring of fury in Iran. President Hassan Rouhani said: ‘Once again, the evil hands of global arrogance were stained with the blood of the mercenary usurper Zionist regime.’ This may have been the reaction Netanyahu wanted. Ben Rhodes, President Obama’s deputy national security adviser, said the nuclear deal itself was a target of the assassination as much as the scientist. He tweeted: ‘This is an outrageous action aimed at undermining diplomacy between an incoming US administration and Iran.’

But that assumes Iran wants to return to a deal with the US. The Iranians feel cheated by the Obama administration, accusing it of cutting off their access to dollars from international banks once everything had been signed. They have also been talking about getting compensation for the billions the economy lost while under sanctions in the years since the Trump administration abandoned the deal.

From the Iranian point of view, they stayed in the agreement while the Americans left, although the International Atomic Energy Agency says Iran now has 2,440 kilograms of enriched uranium, more than eight times what it’s supposed to have. For all that, the Iranian Foreign Minister, Mohammad Javad Zarif, says he is ‘ready to discuss’ re-entering the deal with the US. If this starts to look inevitable, what would Israel do then?

Netanyahu holds to the Begin doctrine: no state that threatens Israel’s existence can be allowed to have nuclear weapons. Menachem Begin was the Israeli prime minister who ordered an air raid on Iraq’s nuclear reactor at Osirak in 1981. He told a press conference afterwards: ‘There won’t be another Holocaust in history.

Never again, never again… We survived. We shall survive.’ Netanyahu, too, often invokes the Shoah when warning about Iran’s nuclear ambitions but ‘unlike our situation during the Holocaust, when we were like leaves on the wind, defenceless, now we have great power to defend ourselves’. Israel may, in fact, have 300 nuclear weapons - as Jimmy Carter said in 2014 - and Iran might eventually get only one or two. But the Israelis don’t think that the logic of deterrence applies in this case. Netanyahu has said Iran is a ‘messianic regime’ that would be willing to destroy itself in order to destroy Israel.

It is not surprising therefore that Netanyahu has reportedly come close to ordering a pre-emptive attack on Iran’s nuclear facilities several times during his long premiership. He was stopped, if the Israeli media are to be believed, by his own military and by the intelligence agency, Mossad. Both the generals and the spies apparently told him that an all-out attack from the air would not succeed: Iran’s nuclear facilities were too spread out, too deeply buried. And there would be a terrible cost.

Iran’s militia in Lebanon, Hezbollah, would almost certainly be ordered to open hostilities with Israel. Hezbollah is said to possess 150,000 rockets and missiles; these, too, could threaten Israel’s existence. Ever since David Ben--Gurion led the country, Israelis have believed that their first defeat might be their last. So instead of an all-out attack on Iran’s nuclear facilities, there has been a very effective campaign of sabotage and assassination. Professor Fakhrizadeh was not the first Iranian scientist to be killed by Mossad’s hidden hand.

Whether Netanyahu tries again to order a large-scale attack on Iran will depend, firstly, on whether the Israeli military has improved its capabilities since the last time he was persuaded not to act. It would then be a matter of high principle - Netanyahu’s belief that the future of the Jewish nation is at stake - but also perhaps of low politics: his desire to stay politically strong enough to keep out of jail.

Netanyahu is the first sitting prime minister in Israel to face criminal charges, accused of bribery and corruption. He denies the accusations but could face ten years in prison if convicted. What if Netanyahu thought that a strike against Iran would rally Israelis and give him a parliamentary majority big enough to stop the trial? His critics believe that he might be prepared even for a reckless gamble on war with Iran to ensure his own survival.

Trump’s enemies believe him, too, capable of anything to stay in office or out of jail, even starting a war, or giving Netanyahu permission to start one. But Iran’s theocratic leaders seem, for now, to be acting with extreme caution.

They are said to have instructed militias in Iraq not to attack any American targets - they don’t want to give Trump or Netanyahu any excuse. The nuclear deal, Biden’s presidency and peace in the Middle East all depend on what happens in the next six weeks. Like a Democratic president before him, Biden finds his fate in the hands of the mullahs in Tehran.
Newsletter

Related Articles

0:00
0:00
Close
Key Trends to Watch
Government’s “Buy British” Procurement Push Targets More Domestic Jobs and Industrial Capacity
Scotland Launches Four-Year Flood Resilience Programme With New Community Funding
Low-Income Renters Face Record Gap Between Housing Support and Private Rents
UK and US Test Torpedo Launch From British Undersea Drone in Defence Technology Milestone
Britain Pushes Artificial Intelligence Security Onto United Nations Security Council Agenda
Treasury Committee Defends Office for Budget Responsibility Independence Amid Fiscal Pressure
Scotland Records Eleven Per Cent Rise in Drug-Use Deaths as Cocaine and Nitazenes Drive Concern
Welsh Government Sets Four-Year Programme Around Health, Living Costs, Jobs and Housing
Study Finds Most People With High Blood Pressure in England Remain Undiagnosed
Britain Plans First National Workplace Health System to Tackle Economic Inactivity
England to Introduce Vocational GCSEs in Major Secondary Education Reform
UK Elevates Climate and Nature Risks to National Security Priority
Andy Burnham and Donald Trump Put Trade at Centre of First Major Bilateral Meeting
Andy Burnham and Ursula von der Leyen Push Ahead With Closer UK-European Union Economic Ties
UK Government Borrowing Jumps to Eighteen Point Three Billion Pounds Ahead of October Budget
Piddington Residents Back Symbolic Independence Vote Over Asylum Accommodation Plan
Reform UK Names Helen Jenner as New Leader in Wales
England Expands Devolution of Transport, Skills and Economic Development Powers
Liberal Democrats Call for Temporary Fuel Duty Cut to Ease Cost-of-Living Pressure
UK Farmers Warn Drought Has Caused Crop Failures and Reduced Harvests
UK Fixed Mortgage Rates Approach 6% as Lenders Raise Borrowing Costs
YouGov Poll Puts Labour at 23% With Conservatives and Reform UK on 21%
Badenoch Presses Burnham to Increase Defence Spending and Cut Welfare Costs
UK Military Figures Warn of Growing Threats to Undersea Infrastructure and National Readiness
BP Moves Ahead With Sale of UK North Sea Oil and Gas Business
UK and ASEAN Endorse New Framework for Trade and Economic Cooperation
UK Consumer Confidence Falls to Three-Year Low as Borrowing Costs and Job Concerns Rise
UK Inflation Rises to 3.1% as Motor Fuel Costs Push Prices Higher
Bank of England Sets Multi-Year Plan to Wind Down Quantitative Easing Holdings
UK Borrowing Rises to £18.3 Billion in August Ahead of October Budget
Michelin Guide Faces Industry Questions Over Restaurant Inspection Coverage
English Woodlands Face Renewed Weather Stress From Dry Conditions and Strong Winds
Research Finds Extensive Alcohol, Gambling and Unhealthy Food Branding During 2026 World Cup
Five Charged After Newborn Baby Dies From Stab Wounds in Sheffield
BT Could Reap £2 Billion From Recycling Copper as Full-Fibre Network Expands
FCA Urges Young Adults to Trace £1.5 Billion in Unclaimed Child Trust Funds
Reform UK Names Helen Jenner as New Leader in Wales After Dan Thomas Steps Down
Resolution Foundation Calls for Broad-Based Tax Rises to Fund Higher UK Defence Spending
Ed Davey Calls for Global Treaty to Halt Development of Super-Intelligent AI
Scotland Consults on Legal Price Caps for Essential Foods
NHS Productivity Reforms Could Prevent More Than 20,000 Early Deaths a Year, Report Says
United Kingdom and ASEAN Deepen Trade and Investment Cooperation
United Kingdom Deploys RAF Refuelling Support to Saudi Arabia After Houthi Attacks
UK Fiscal Headroom Shrinks as Higher Borrowing Costs Complicate Autumn Budget
UK Public Borrowing Jumps to £18.3 Billion in August, Raising Pressure Before Budget
Andy Burnham Reaffirms UK Net-Zero Target With £30 Million Community Energy Fund
Scottish Labour Leader Backs Rosebank and Jackdaw North Sea Projects
UK Consumer Confidence Falls to Three-Year Low
UK Diesel Prices Approach £2 a Litre as Global Supply Shortages Intensify
×