However, paradoxically, the rise of the Islamic State has reinvigorated Iranian power in two ways. First, while the propaganda of the Islamic State is horrific and designed to make the group look not only terrifying, but also enormously powerful, the truth is that, although it is not weak, the Islamic State represents merely a fraction of Iraq's Sunni community, and the Sunnis are a minority in Iraq. At the same time, the propaganda has mobilized the Shiite community to resist the Islamic State, allowed Iranian advisers to effectively manage the Shiite militias in Iraq and (to some extent) the Iraqi army, and forced the United States to use its airpower in tandem with Iranian-led ground forces. Given the American strategy of blocking the Islamic State - even if doing so requires cooperation with Iran - while not putting forces on the ground, this means that as the Islamic State's underlying weakness becomes more of a factor, the default winner in Iraq will be Iran.
A somewhat similar situation exists in Syria, though with a different demographic. Iran and Russia have historically supported the al Assad government. The Iranians have been the more important supporters, particularly because they committed their ally, Hezbollah, to the battle. What once appeared to be a lost cause is now far from it. The United States was extremely hostile toward al Assad, but given the current alternatives in Syria, Washington has become at least neutral toward the Syrian government. Al Assad would undoubtedly like to have U.S. neutrality translate into a direct dialogue with Washington. Regardless of the outcome, Iran has the means to maintain its influence in Syria.
When you look at a map and think of the situation in Yemen, you get a sense of why the Saudis and Gulf Cooperation Council countries had to do something. Given what is happing along the northern border of the Arabian Peninsula, the Saudis have to calculate the possibility of an al-Houthi victory establishing a pro-Iranian, Shiite state to its south as well. The Saudis and the Gulf countries would be facing the possibility of a Shiite or Iranian encirclement. These are not the same thing, but they are linked in complex ways. Working in the Saudis' favor is the fact that the al-Houthis are not Shiite proxies like Hezbollah, and Saudi money combined with military operations designed to cut off Iranian supply lines to the al-Houthis could mitigate the threat overall. Either way, the Saudis had to act.
During the Arab Spring, one of the nearly successful attempts to topple a government occurred in Bahrain. The uprising failed primarily because Saudi Arabia intervened and imposed its will on the country. The Saudis showed themselves to be extremely sensitive to the rise of Shiite regimes with close relations with the Iranians on the Arabian Peninsula. The result was unilateral intervention and suppression. Whatever the moral issues, it is clear that the Saudis are frightened by rising Iranian and Shiite power and are willing to use their strength. That is what they have done in Yemen.
In a way, the issue is simple for the Saudis. They represent the center of gravity of the religious Sunni world. As such, they and their allies have embarked on a strategy that is strategically defensive and tactically offensive. Their goal is to block Iranian and Shiite influence, and the means they are implementing is coalition warfare that uses air power to support local forces on the ground. Unless there is a full invasion of Yemen, the Saudis are following the American strategy of the 2000s on a smaller scale.
The U.S. Stance
The American strategy is more complex. As I've written before, the United Sates has undertaken a strategy focused on maintaining the balance of power. This kind of approach is always messy because the goal is not to support any particular power, but to maintain a balance between multiple powers. Therefore, the United States is providing intelligence and mission planning for the Saudi coalition against the al-Houthis and their Iranian allies. In Iraq, the United States is providing support to Shiites - and by extension, their allies - by bombing Islamic State installations. In Syria, U.S. strategy is so complex that it defies clear explanation. That is the nature of refusing large-scale intervention but being committed to a balance of power. The United States can oppose Iran in one theater and support it in another. The more simplistic models of the Cold War are not relevant here.
All of this is happening at the same time that nuclear negotiations appear to be coming to some sort of closure. The United States is not really concerned about Iran's nuclear weapons. As I have said many times, we have heard since the mid-2000s that Iran was a year or two away from nuclear weapons. Each year, the fateful date was pushed back. Building deliverable nuclear weapons is difficult, and the Iranians have not even carried out a nuclear test, an essential step before a deliverable weapon is created. What was a major issue a few years ago is now part of a constellation of issues where U.S.-Iranian relations interact, support and contradict. Deal or no deal, the United States will bomb the Islamic State, which will help Iran, and support the Saudis in Yemen, which will not.
