Why did Iran just bomb three of its neighbours?


Iran has hit targets in three neighbouring countries this week.

First on Monday, it claimed a hit on an Israeli intelligence site in Erbil (the capital of Iraqi Kurdistan) in retaliation for recent Israeli strikes on Iranian interests.

There’ve been reports of Israeli intelligence operations in the area, though local leaders rejected Iran’s claims, and the casualties were a Kurdish real estate tycoon and his family.

This wasn’t Iran’s first attack on Iraqi Kurdistan. Heck, it wasn’t even Iran’s first attack on a tycoon’s villa in Iraqi Kurdistan.

Second, and hours later, Iran says it hit ISIS targets in Syria’s last opposition stronghold (Idlib) in retaliation for suicide bombings that killed 94 Iranians (who were marking the US assassination of an Iranian general in 2020).

Again, this wasn’t Iran’s first attack on ISIS targets in Syria.

Then finally on Tuesday, Iran used rockets and drones to hit two Jaish al-Adl strongholds over the border in Pakistan, reportedly killing two children.

In a rare instance of common ground, both the US and Iran consider Jaish al-Adl, or the ‘Army of Justice’, a terrorist group. It’s a Sunni ethnic Baluch militia that operates along the Iran-Pakistan border, seeking an independent Baluchistan.

And again, this wasn’t the first time Iran has gone after Jaish targets in Pakistan, but it’s Iran’s first such strike with missiles, and its deepest push into Pakistani turf yet.

So what’s Iran up to? 

Iran’s foreign minister made a controversial appearance at Davos yesterday (Wednesday), arguing Iran has good relations with its neighbours and was just eliminating common enemies. But Iran likely had other objectives, including to:

  • show strength domestically after several recent security failures
  • show strength regionally after Israel hit an Iranian general in Syria, and
  • do it all in a way that avoids blowback (eg, targeting “common enemies“).

Syria hasn’t commented yet, and Iraq realistically can’t do much beyond lodging diplomatic protests. So that leaves nuclear-armed Pakistan.

And Pakistan was left with a choice between a) looking weak, or b) retaliating and risking a broader conflict. With Pakistan’s powerful military establishment clearly embarrassed, it opted for option b overnight, launching reciprocal strikes on Baluch targets in Iran.

Iran seems to be getting some blowback after all.

INTRIGUE’S TAKE

Attack one neighbour on Monday, hit another two on Tuesday, then chill at Davos on Wednesday. It’s like a weird cover of that Craig David song.

There are clearly local drivers at play: the Baluchs resent Iranian and Pakistani rule; ISIS hates Shiite-majority Iran; the Houthis want to consolidate their hold on power in Yemen; and Iran wants to expand its regional sway.

But zooming out, it’s so connected regionally – the US and others see Iran as the common thread, while Iran and its proxies say it’s all the US and Israel.

And zooming out further, it’s connected globally. Russia is invading Ukraine with the help of both Iran (the two are about to sign a treaty) and North Korea (which just ramped up tensions with its own neighbour).

These days, everything’s connected.

Also worth noting:

  • The Saudi foreign minister told Davos, “we agree that regional peace includes peace for Israel, but that can only happen through peace for Palestinians through a Palestinian state.”
  • The US, which just re-designated the Houthis as terrorists, says it hit 14 Houthi pre-launch ballistic missiles overnight, while the Houthis hit a US civilian ship in the Gulf of Aden.
Latest Author Articles
A moron premium in the US?

We’ve been writing about bonds before they were the flavour of the week. And events now dictate that we revisit bonds again. Who are we to argue with events, dear Intriguer? Typically if US stocks tank, spooked investors will shift their cash over into bonds — the ultimate safe-haven. Why? When you buy bonds (loan the US government money), […]

14 April, 2025
Did Trump just blink?

Just after our last edition hit your inbox, Donald Trump decided to: Of course, markets breathed a semi-sigh of relief. But… did Trump blink? Stay on top of your world from inside your inbox. Subscribe for free today and receive way much more insights. Trusted by 123,000+ subscribers Email(Required) Hidden utm_source Hidden utm_page Hidden utm_medium […]

10 April, 2025
Trump and Xi play chicken

We’ve already explored Trump’s tariffs, but it’s worth a quick recap of his rationale before we tour today’s wild ripple effects: And while he’s now slapped tariffs on everyone (otherwise he says China just reroutes via third countries), the big kahuna tariffs are now really on China. Building on earlier tariff rounds during Trump 1.0 and Biden… The […]

9 April, 2025
Did Trump just trigger Black Monday 2.0?

While you might’ve spent your Sunday night watching an epic finale of The White Lotus, traders were glued to something just as wild playing out on their terminals: S&P 500, Nasdaq, and commodity futures allplunged again while folks traded a record 100 million options contracts (a classic hedge), spooking markets across Asia and Europe. That’s all because whether […]

7 April, 2025