For Ukraine and Russia, widening Iran war presents peril and possibility
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The spike in oil prices as a result of the Iran war is a gift to Russia, replenishing depleted coffers and easing the burden of pursuing its costly war in Ukraine.
At the same time, the extensive use across the Middle East of air-defense systems to counter Iranian missile attacks poses a new worry for Ukraine, as it makes procuring the scarce resources it needs to defend against Russia鈥檚 drone and missile barrages even more difficult.
Overall, the knock-on effects of the expanding Middle East conflict are likely to play to Russia鈥檚 interests and allow it to pursue its war in Ukraine longer, a number of analysts of the two wars say.
Why We Wrote This
From soaring oil prices to depleted missile defenses, the Iran war鈥檚 impacts reverberated quickly in the older Ukraine conflict. And the needs of the Mideast combatants 鈥 intelligence and anti-drone measures 鈥 have created diplomatic and strategic openings for both Russia and Ukraine.
Yet some also see a long-term gain for a plucky Ukraine in how it has offered its homegrown anti-drone technologies to Western and Mideast partners 鈥 transforming itself from a needy defense consumer to a valuable contributor to its partners鈥 defense and security.
鈥淎t least in the short term, a number of the developments we see with the outbreak of war in Iran are beneficial to Russia鈥檚 interests,鈥 says Robert Person, a senior fellow in the Foreign Policy Research Institute鈥檚 Eurasia program in Washington.
鈥淏ut despite the very serious problems this new war presents for Ukraine, the moment is also a potential watershed,鈥 he adds. 鈥淲e鈥檙e witnessing its transition from a war victim pleading from capital to capital for its defense to a valuable defense contributor and partner.鈥
As Iranian Shahed drones began slamming into U.S. bases as well as into cities in the Gulf and wider region, Ukraine was quick to offer its state-of-the-art technology and experience in countering the Shaheds to the United States, Jordan, and several Gulf Arab countries.
A diminished U.S.
But Russia, too, stands to gain from the Iran war in ways that go beyond its war in Ukraine, some analysts say.
鈥淎lready, we see [President Donald] Trump looking for an exit from what in less than two weeks is a very costly war,鈥 says Rajan Menon, professor emeritus in international studies at City College of New York. 鈥淔or Russia but also for China 鈥 two countries with strong ties to Iran 鈥 the apparent failure of this war is a win in the way it takes the United States down a notch.鈥
The Trump administration handed Russia another windfall on Thursday when it temporarily removed sanctions on Russian oil as part of an effort to contain rising oil prices. Treasury Secretary Scott Bessent said in a social media post that removing the sanctions even temporarily would add hundreds of millions of barrels to the global market.
Later, during a podcast interview, the secretary acknowledged that Russia would benefit from the suspension, calling it 鈥渦nfortunate.鈥
Russian President Vladimir Putin is well aware of the wider benefits he stands to reap from the transformation of Washington鈥檚 war on Iran into a wider regional conflict, Dr. Person says.
While Russia is already a winner with the higher energy prices, he notes, exporting its oil does not require access to the Strait of Hormuz聽鈥 which Iran has vowed to keep closed.
鈥淏ut on another level,鈥 he adds, 鈥渁s a leader of the global coalition to counter and contain the U.S., Russia is more than happy to see another American distraction.鈥
Ukraine on the back burner
A United States distracted by war in the Middle East is less likely to maintain its pressure for a negotiated end to the war in Ukraine. That presents positives for both Russia and Ukraine, some analysts say.
Russia, with its financial worries alleviated, will be able to pursue the fighting in Ukraine free of diplomatic efforts for a settlement it never showed interest in anyway. And Ukraine will feel less pressure to accept a painful 鈥渓and-for-peace鈥 deal the U.S. has been pushing.
The downside for Ukraine is a diplomatic vacuum that leaves it marginalized on the international stage even as Russia is expected to ramp up its aggression with a spring-summer offensive.
Indeed, the nightmare scenario for Ukraine is an exacerbated global scarcity of air-defense systems and munitions that leaves its cities defenseless in the coming months against intensifying Russian air assaults.
鈥淚n just the first week of war in the Middle East, we saw scores of Patriot air defense launchers sending up hundreds of interceptors against incoming Iranian missiles and drones,鈥 Dr. Person says. 鈥淲here Ukraine comes in is that we know production of these coveted systems is limited,鈥 he adds, 鈥渟o, as these countries burn through their supplies, that simply means more competition for a scarce product.鈥
European officials acknowledged last week that the increased pressure for air-defense systems as a result of the Iran war will complicate their commitment to provide Ukraine with such weaponry.
Concerns have risen in European capitals 鈥 as well as among some pro-Ukraine members of Congress 鈥 that Russia will take advantage of depleted air defenses to accelerate attacks on Ukraine鈥檚 civilian infrastructure with the goal of bringing the country to its knees.
Longer-term objectives
But some observers say Mr. Putin is almost certainly looking for other ways beyond Ukraine that he can turn the U.S. war in Iran to his advantage.
Dr. Menon notes for example that Mr. Putin and Mr. Trump held an hour-long phone call last week, even as the Russian leader has suggested he could play a mediation role in any talks between Iran and the U.S.
鈥淩ussia being bogged down in Ukraine has raised many questions over whether Russia really is a great power,鈥 he says. 鈥淚f Putin could position himself as a mediator, that could help him put off those doubts and refurbish Russia鈥檚 image as a major power.鈥
Russia also wouldn鈥檛 want the war in the Middle East to drag on too long and result in chaos near its southern border, Dr. Person says, something Russia has long feared.
At the same time, Ukrainian President Volodymyr Zelenskyy is demonstrating through his offering of anti-drone technology the 鈥渟marts鈥 that have advanced his standing on the international stage, he says 鈥 and which have cemented Ukraine鈥檚 image as a scrappy defense technology innovator.
The Iran war 鈥渉as both [Mr. Putin and Mr. Zelenskyy] playing true to character,鈥 he says.
Intelligence sharing
The question of how Mr. Putin is playing in this war arose again after reporting 鈥 first in The New York Times and then in other media outlets 鈥 of U.S. officials鈥 knowledge that Russia was sharing intelligence with Iran that allowed Tehran to target U.S. forces in the region.
Asked about the reports, Mr. Trump鈥檚 chief Iran negotiator, Steve Witkoff, told Fox News that Russia had denied sharing intelligence with Iran.
鈥淒o the Russians have the capability to gather that kind of intelligence and then to share it? Yes, they do,鈥 says Dr. Menon. 鈥淲ould they then say they had shared it? Of course not.鈥
Moreover, he says, this kind of revelation is not likely to sway Mr. Trump, who established long ago his favorable view of the Russian leader and which he has maintained throughout Russia鈥檚 four-year assault on Ukraine.
Russian cooperation with Iran must be seen in the context of Moscow鈥檚 ambitions for a bloc that challenges U.S. global power, Dr. Person says. In that context, he says there鈥檚 something else to remember about intelligence sharing.
鈥淭he fact is,鈥 he says, 鈥渢he U.S. regularly provides intelligence to Ukraine for their attacks on Russian military targets.鈥