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A Partnership Built on the War in Ukraine

To understand Moscow’s position on the Iranian crisis, it is essential to put the true nature of the relationship between Russia and Iran into context. This relationship has accelerated dramatically since the invasion of Ukraine in February 2022. Cornered by Western sanctions and diplomatically isolated, Russia has sought arms suppliers and economic partners capable of circumventing the cordon sanitaire imposed by Washington and Brussels. Iran responded enthusiastically to this call. The Shahed drones—those formidable flying machines that have been sowing terror in Ukrainian cities for months—have become the most visible symbol of this military convergence. Thousands of them have been delivered to Moscow, transforming the conflict in Ukraine and signaling to the entire world that the Russia-Iran axis has reached a concrete operational milestone.

But this intense military cooperation masks a reality that is more fragile than it appears. Russia has never formally guaranteed Iran’s security. There is no defensive alliance treaty between the two countries comparable to NATO’s Article 5. Their relations are governed by a logic of immediate mutual benefit rather than by deep ideological solidarity. Moscow needs Iranian drones to hold its ground in Ukraine. Tehran needs Russia’s diplomatic protection on the UN Security Council and access to the Russian energy market. It is an alliance of merchants, not brothers in arms. And when the Iranian conflagration threatens to engulf everything, the merchants calculate their losses.

Why a War in Iran Is a Nightmare for Putin

Vladimir Putin now finds himself in a dreadfully uncomfortable position. His army is deeply entrenched in Ukraine, his military resources are stretched to the limit, and his war economy is absorbing a considerable portion of the Russian federal budget. The last thing he needs is a new major hotbed of instability that would shift the focus of international attention and, above all, disrupt global energy flows—on which the financing of his war effort still partly depends. A military escalation in Iran could trigger a closure—even a temporary one—of the Strait of Hormuz, through which about 20% of the world’s oil passes. This would be an oil shock with unpredictable consequences—one that could benefit Moscow by driving up crude prices, just as much as it could destabilize it by triggering a global recession that would reduce demand for Russian hydrocarbons. The calculation is therefore deeply ambiguous, and Putin knows it.

Putin is walking a tightrope over an abyss. Supporting Iran too openly means exposing himself to new sanctions and risking the disruption of his drone supply line. Not supporting Iran means losing a valuable strategic partner. He has no good options—only bad ones at different paces.

Columnist’s Transparency Box

Editorial Stance

I am not a journalist, but a columnist and analyst. My expertise lies in observing and analyzing the geopolitical, economic, and strategic dynamics that shape our world. My work consists of dissecting political strategies, understanding global economic trends, contextualizing the decisions of international actors, and offering analytical perspectives on the transformations that are redefining our societies.

I do not claim to possess the cold objectivity of traditional journalism, which is limited to factual reporting. I strive for analytical clarity, rigorous interpretation, and a deep understanding of the complex issues that affect us all. My role is to make sense of the facts, place them within their historical and strategic context, and offer a critical analysis of events.

Methodology and Sources

This text respects the fundamental distinction between verified facts and interpretive analysis. The factual information presented comes exclusively from verifiable primary and secondary sources.

Primary sources: official communiqués from governments and international institutions, public statements by political leaders, reports from intergovernmental organizations, and dispatches from recognized international news agencies (Reuters, Associated Press, Agence France-Presse, Bloomberg News, Xinhua News Agency).

Secondary sources: specialized publications, internationally recognized news media, analyses from established research institutions, reports from sector-specific organizations (The Washington Post, The New York Times, Financial Times, The Economist, Foreign Affairs, Le Monde, The Guardian).

The statistical, economic, and geopolitical data cited come from official institutions: the International Energy Agency (IEA), the World Trade Organization (WTO), the International Monetary Fund (IMF), the World Bank, and national statistical agencies.

Nature of the Analysis

The analyses, interpretations, and perspectives presented in the analytical sections of this article constitute a critical and contextual synthesis based on available information, observed trends, and expert commentary cited in the sources consulted.

My role is to interpret these facts, contextualize them within the framework of contemporary geopolitical and economic dynamics, and give them coherent meaning within the broader narrative of the transformations shaping our era. These analyses reflect expertise developed through continuous observation of international affairs and an understanding of the strategic mechanisms that drive global actors.

Any subsequent developments in the situation could, of course, alter the perspectives presented here. This article will be updated if major new official information is released, thereby ensuring the relevance and timeliness of the analysis provided.

This article was written against the backdrop of a rapidly evolving crisis. Some factual information may have changed between the time of writing and the time of reading. Geopolitical analysis, however, is based on structural dynamics whose validity transcends the volatility of immediate current events.

Sources

Primary Sources

HuffPost France — War in Iran: China and Russia, Two Giants with Divergent Interests Amid Tensions — 2025

Reuters — Iran says it reserves the right to respond to Israeli strikes — October 2024

Reuters — China calls for restraint after Israeli strikes on Iran — October 2024

Reuters — Russia condemns Israeli strikes on Iran, demands an end to the attacks — October 2024

Secondary sources

Le Monde — Normalization agreement between Saudi Arabia and Iran signed in Beijing — March 2023

Foreign Affairs — China’s Middle East Moment — 2023

This content was created with the help of AI.

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