Iran is losing the tool it built —Hezbollah — to defend its nuclear programme, say Israeli analysts

“Iran sees the ‘project of its life’ in Lebanon being destroyed, but this too is not enough to cause it to become involved directly and to risk an Israeli response, especially since it has seen how far Israel is willing to go despite American pressure and the calls for a truce, and after the speech of Prime Minister Netanyahu at the U.N. General Assembly, where he directly threatened Iran,” said Segal.

Ayatollah Ali Khamenei, Iran’s supreme leader, recently issued a public statement reiterating his support for Hezbollah and other Iranian-backed factions in the region. However, according to Segal, Iran’s primary concern is avoiding a scenario that drags it into direct conflict.

Tehran’s apparent leaning towards non-intervention also carries risks for it. “Iran could lose a lot of its prestige in the Islamic world in light of sitting on the side while the leadership of Hezbollah is erased,” Segal explained.

“Iran will likely act to try to rebuild Hezbollah and develop what is left of it,” Segal said, noting that Tehran will continue to uphold the idea of Hezbollah as a key instrument of “resistance” against Israel. Iran’s strategy of fighting through proxies remains intact, he added.

“It is willing to fight until the last Palestinian, Lebanese and Yemenite, without spilling Iranian blood. The Iranian interest is above all not to get dragged into war with Israel and the United States.”

Regarding the next generation of leadership of Hezbollah, it seems as if its selection will be highly influenced by Iran, which will try to find someone “in its image, whether it is [Hezbollah Deputy Secretary-General] Naim Qassem or [the head of its Executive Council] Hashim Safi al-Din, he added.

The idea behind Hezbollah will remain, and spreading it further to Iraq and Yemen as well can be expected of Iran. “In any case, we are still in the eye of the storm, and the situation requires precise intelligence assessments, but it seems that the events of the past week will leave a deep impression on the sectarian fabric of Lebanon and on the regional arena, as well as Iran’s relations with the Sunni countries, especially with Saudi Arabia. It seems as if Israel managed to restore to a significant degree its deterrence,” said Segal.

Regarding the nuclear file, Iran appears to have lost the tool it built —Hezbollah — to defend against an Israeli strike on its atomic facilities, and this could contribute to Tehran’s decision not to directly get involved, in the absence of Hezbollah’s leadership, Segal assessed.

“It is possible that Iran will choose other ways to defend its nuclear programme, maybe through a declaration that it is a threshold state, or to head to the other direction and enter into ‘serious negotiations’ with the West to buy time that could lead it to nuclear capabilities,” he added.

Professor Uzi Rabi, head of the Programme for Regional Cooperation at Tel Aviv University’s Moshe Dayan Centre for Middle Eastern and African Studies, said that this is an important turning point in the region.

“The elimination of Nasrallah is a dramatic milestone. The ‘resistance axis’ is in a state of bewilderment. There is an opportunity for a strategic shift in the balance of power in the region,” he said.

“Israel is doing major work here in the name of the free world and is presenting the Americans with an opportunity to enter the picture and sketch out a geo-political map in line with their interests and those of their allies,” Rabi added.

Iran’s interest does not include seeing the Islamic Republic rush to Hezbollah’s aid, and according to Rabi, Tehran will likely engage in diplomatic efforts behind the scenes to secure a ceasefire favourable to Hezbollah and, if possible, to Hamas as well. However, “Israel will not be able to accept such conditions, and may launch a limited ground manoeuvre [into Lebanon],” he said.

“It is important for Israel to continue military pressure to eventually obtain an arrangement that finally solves the problems created in this region,” said Rabi.

Regional analyst Avi Melamed, a former Israeli intelligence officer, said that so far: “Comments from senior Iranian officials hint at a reluctance for direct Iranian retaliation, which could provoke a broader Israeli response, potentially involving Israel’s coalition partners.”

Melamed said Iran is likely to rely on its remaining proxies across the region to continue its strategy of asymmetric warfare against Israel, while avoiding direct military action that could escalate tensions with Israel and its Western allies.

One of Israel’s immediate concerns is preventing the resupply of Hezbollah by Iran. The Israel Defence Forces has indicated that it is actively working to cut off the flow of weapons and equipment from Tehran to Hezbollah in Lebanon.

Israeli Air Force commander Maj.-Gen. Tomer Bar, during a briefing at Tel Nof Airbase on Sept. 26, said, “In Lebanon, we are now going to prevent any possibility of transferring weapons from Iran to Hezbollah, vis-à-vis what we have removed from Hezbollah now.”

The IDF has also warned Iran not to send weapons resupply to Hezbollah via Beirut’s civilian airport.

“The security of Hezbollah, its ability to recover from what happened to it in recent days, depends on the open faucet from Iran,” Bar said.

He also stressed that Israel is preparing for a ground manoeuvre in Southern Lebanon, if necessary, to further dismantle Hezbollah’s capabilities.