Israel sharpens its focus amid growing unrest in Iran

Last year's 12-day war with Iran was ostensibly aimed at its nuclear programme. This time, the regime is significantly weakened, presenting an opportunity Israel may feel it can't miss.

An Iranian holds a picture of Supreme Leader Ali Khamenei; Hezbollah leader Hassan Nasrallah, killed by an Israeli air strike on September 27, 2024; and Iran Quds Force Commander Qasem Soleimani, killed by the US in January 2020.
ATTA KENARE / AFP
An Iranian holds a picture of Supreme Leader Ali Khamenei; Hezbollah leader Hassan Nasrallah, killed by an Israeli air strike on September 27, 2024; and Iran Quds Force Commander Qasem Soleimani, killed by the US in January 2020.

Israel sharpens its focus amid growing unrest in Iran

As Iran convulses in yet another wave of protests, Israel and the United States are watching from the sidelines. What began with Tehran’s bazaar merchants protesting the collapse of the rial has spread to at least 220 locations across 26 provinces, with demonstrations escalating significantly during the night of 8 January.

Yet what makes this moment significant is not just the scale of unrest—Iran has seen larger and more sustained uprisings—but the strategic environment surrounding it. The Islamic Republic now confronts a radically altered landscape. Its “forward defence,” the Axis of Resistance, has been battered into irrelevance. Iran’s air defences were destroyed during the 12-day war with Israel. More troubling still, President Trump has demonstrated a willingness to confront Tehran directly by bombing Iranian nuclear sites last year, while also showing he “means business” by snatching Nicolás Maduro (an Iranian ally) from his bed in Caracas.

These pressures are compounded by a profound shift in Israel’s own strategic thinking. Since October 7, Israel has abandoned the logic of conflict management and the “war between the wars"— a doctrine built on containment and calibrated escalation. Wars have already been fought. In Israel’s mind, the country’s defensive perimeter no longer runs along its borders, but inside its enemies’ territory.

Israel is no longer satisfied with tactical gains— destroying a weapons depot here, assassinating a nuclear scientist there. Instead, it is pursuing a far more ambitious objective—the remaking of the regional order through the collapse of the Islamic Republic itself. Israel is betting that an Iranian regime weakened by economic collapse, military humiliation, and regional isolation can be pushed over the edge, provided pressure is applied with precision, and at exactly the right moment.

A different backdrop

The protests sweeping Iran today differ from previous rounds of unrest in one crucial respect: they occur against the backdrop of demonstrated regime vulnerability. In 2009, 2018, and 2022-23, protesters faced a regime that still commanded regional respect and projected an aura of strength. As mentioned above, this is not the case today. This changes the calculus of both protesters and security forces.

Yet the question remains: has the unrest reached the critical mass necessary to topple the regime? When protests started in late December, the answer was likely no: videos showed only hundreds, and at most a few thousand, protesters at a time. However, this changed dramatically on 8 January, after a call by Reza Pahlavi, the son of Iran’s Shah, to demonstrate.

Photo by BLANCA CRUZ / AFP
A protester holds a placard of Iranian opposition leader and son of the last Shah of Iran, Reza Pahlavi, during a demonstration against the Iranian regime's crackdown on protests in central Paris, on 4 January 2026.

That night, dozens of thousands of protesters were seen streaming out of major urban centres, including Tehran and Mashhad—a sight not seen since 2022, if not 2009, during the Green Movement protests that mobilised millions. The movement is clearly morphing into something that could prove lethal to the regime.

The Trump Factor

It is possible that Pahlavi’s call was one of the main triggers in mobilising decades of pent-up anger against the Islamic Republic. But one should also not discount the effect of another key actor: President Trump. His decision to publicly threaten Iran likely delayed a forceful response and gave protesters hope that Washington wouldn’t stand on the sidelines. The threat is real: If anything, President Trump has proven he was willing to back his words with action.

A full-scale war could prove counterproductive for Israel, because it might halt the protests rather than accelerate them

During operation "Midnight Hammer" in June last year, Trump ordered strikes on Iran's nuclear installations. In his first term as president, he greenlit the strike on Iran's Quds Force Commander Qasem Soleimani.

And while Trump is openly averse to war, he is not opposed to exercising a massive show of force. US Defence Secretary Pete Hegseth has repeatedly said "F around and find out" when addressing America's foes around the world, in line with a more assertive Trump administration.

Trump sees himself as a "deal-maker in chief," treating  force less as a tool of conquest than as leverage—a dramatic signal meant to change an adversary's behaviour through coercion and persuasion, not outright defeat. He tends to apply it fast and theatrically, in a hit-and-run style designed to avoid long entanglements.

But it's unclear whether this approach will work in the Iranian context. Regime change or prolonged pressure could require sustained US commitment. Having said that, limited strikes on key security organs could be enough to degrade Tehran's capacity to crush protests. And even short of action, the credible possibility that Trump might intervene can throw sand in the regime's well-oiled repression machine, forcing delays, hesitation, and costly redeployments.

We may soon reach the point where Trump will have to make a decision. Growing protests prompted the Islamic Republic to cut internet access. Multiple reports suggest phone lines are cut. This is often the sign of an upcoming forceful repression, with opposition outlets in Iran already reporting a dramatic increase in the use of live fire by Iranian security forces. President Trump warned again, during an interview, that he would hit Iran "very hard" if it killed protesters. However, if he continues to threaten without taking action, this could backfire. Deterrence through uncertainty only works for a time. 

AFP /AP
A collage of protests in Iran on 8 and 9 January 2026.

Israel's calculation

The other actor watching closely is Israel. Its approach to exploiting Iran's current vulnerability involves a sophisticated blend of instruments. At one level, there is the visible diplomatic pressure—Prime Minister Benjamin Netanyahu's public expressions of support for Iranian protesters, statements from his office that "we identify with the struggle of the Iranian people". These declarations serve multiple purposes: they signal to Iranians that they are not alone, they unsettle the regime, and they lay the groundwork for future action.

To be sure, one could argue that Israel's involvement only makes it easier for Iran to point to foreign involvement.  On Sunday, 11 January, Iran's President ‌Masoud Pezeshkian said that the US ⁠and Israel want to "sow chaos ⁠and disorder" in ‌Iran ‌by ordering "riots", ‍and called ‍upon Iranians to distance themselves ⁠from "rioters and terrorists". He also warned that the US military and Israel will be "legitimate targets" if America strikes the Islamic Republic, as threatened by Trump.

Later on Sunday, Trump said that he was considering "strong options" in response to the protests in Iran, including possible military intervention.

"We're looking at it very seriously. The military is looking at it, and we're looking at some very strong options. We'll make a determination," he told reporters on board Air Force One late on Sunday.

But at this point, blaming the Mossad for domestic unrest is less a revelation than a reflex. So what can Israel do differently this time? It has shown its ability to operate within Iran during the 12-day war, with Mossad operatives being used to both neutralise Iran's air defences and its ability to launch a massive barrage of ballistic missiles against Israel.

Since the war in June, Iran's air defences have lain in ruin, allowing Israel to potentially operate on a near-daily basis in the skies of Iran, if needed. This gives Israel some freedom of action and space between direct and overt action, which could still trigger a war, and more pinpointed strikes that could both weaken the regime in a future conflict or hinder its ability to quell unrest.

Israel's renewed "freedom of action" does not mean it believes it controls the regime's fate. What happens inside Iran will largely be decided by Iranians themselves—people now risking their lives in the streets. A full-scale war could even prove counterproductive for Israel, because it might halt the protests rather than accelerate them. Many Iranians who could be pivotal to any revolutionary breakthrough—especially risk‑averse, middle‑class citizens with more to lose—are less likely to mobilise if Israeli jets are overhead and the country is bracing for bombardment.

Majid Asgaripour / REUTERS
People gather near damaged vehicles in the aftermath of Israeli strikes, in Tehran, Iran, on 13 June 2025.

Israel may still choose to strike, but it has incentives to keep any campaign brief: an operation designed to tip the balance, not a sprawling confrontation that rallies the public around the flag and smothers dissent.

What Israel is better placed to do, however, is to convince Trump to make good on his threats. As mentioned, his administration is already in an assertive mode—at least rhetorically. A broader series of US strikes, this time could be aimed at not just removing the nuclear threat, but removing the regime entirely.

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