Monday, May 4, 2026

Pressure Points - Converging Events Will Soon Force Next Steps With Iran


ODED AILAM

Tehran authorities are increasing internal security measures, deploying elite units, restricting communication channels and using advanced monitoring to suppress potential protests. They are also relying more on external militias and vulnerable populations to bolster enforcement capacity.

Economic vulnerability, especially tied to oil production and sanctions, poses a major risk to sustaining control. A convergence of leadership uncertainty, economic strain and infrastructure disruption could undermine the regime’s ability to maintain authority.

Recently, the Iranian Supreme National Security Council convened an emergency meeting. The issues on the agenda were the most urgent: operational readiness and internal suppression. They discussed several topics, first and foremost:

In recent days, there have been reports of a massive deployment of Sarallah units, the elite Revolutionary Guard forces responsible for securing Tehran, at central squares and strategic intersections.

There is no internet. The public has shifted to using SMS. However, the regime is operating advanced monitoring systems to detect keywords in text messages to arrest protest organizers before they take to the streets.

One of the clearest signs of the regime’s concern about losing loyalty among local policing forces is its growing reliance on external actors. Reports from recent days indicate the arrival of “advisers” and special units from Hashd al-Shaabi/Popular Mobilization Forces (the Shi’ite militias from Iraq) to the provinces of Khuzestan and Sistan-Baluchistan, as well as to Tehran and Mashhad.


The Fatemiyoun Division: The regime continues to recruit stateless Afghan refugees. There are approximately half a million refugees within Iran’s borders, lured by promises of dollar salaries and Iranian identification documents, to serve as cannon fodder on the front lines of confrontations with protesters.

The regime is operating under a geographically based risk management approach. In core cities such as Tehran, Mashhad and Isfahan, the emphasis is on visible presence (show of force) to deter the middle class.

In Kurdish areas such as Mahabad, Ilam and Sanandaj, and in Balochi regions, repression is far more lethal. There, the regime employs light artillery and surveillance drones, out of concern that armed resistance groups may exploit the civil unrest for military activity.


The elimination of Ali Khamenei undoubtedly marks the beginning of the regime’s collapse. Historically, centralized regimes rely on a cult of personality and a hierarchy in which all decisions converge on a single individual. When that figure disappears suddenly, an internal succession struggle begins, weakening the regime’s ability to suppress.

A historical example is the Soviet Union after Joseph Stalin’s death in 1953. Although the regime did not collapse immediately, the death of the centralized dictator led to internal power struggles, including the elimination of Lavrentiy Beria, head of the secret police, and initiated the process of “de-Stalinization” that undermined the foundations of the Communist Party over time.

In the Iranian case, such a vacuum would prevent the Basij and the Revolutionary Guards from receiving clear orders at a critical moment.

Closing the Strait of Hormuz turns against Iran. Within a few weeks of an American blockade, there would be a technical collapse of resources. The issue of water infiltration into oil wells is critical. In the oil industry, once drilling stops and reservoir pressure changes, the damage can be irreversible or extremely costly to repair.


A historical example is Venezuela from 2019 to the present. The combination of heavy American sanctions and mismanagement of the national oil company led to a situation in which Venezuela, despite having the largest oil reserves in the world, could not produce oil for sale. The result was a total collapse of the electricity grid, hyperinflation and shortages of basic food that drove millions to flee. In Iran, oil is not just money. It is the channel through which the regime pays its security apparatus.

When a state loses $500 million a day, it loses the ability to subsidize essential goods such as bread, fuel and electricity. History shows that as long as the public is hungry but the regime remains well-resourced and unified, it can survive. But when the economy collapses to the point where the ordinary soldier cannot feed his family, loyalty breaks.


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