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Khamenei knows how unpopular his regime is and that its regional adventures have very little domestic support. Western sanctions have severely degraded the Iranian economy, destroying the country’s middle class. Life is much worse in Iran today than it was, say, 20 years ago, in just about every imaginable way. Things are also rough in the countries where axis forces hold sway: Syria is split up, Lebanon is bankrupt, Iraq faces its own domestic crises, and Yemen is desperately poor. These are not exactly the forces you can take to a war with the West.

Houthi attacks in the Red Sea have gained some support among the Arab masses and beyond—even though those actually targeted are not Israelis but international maritime merchants. The militia initially said that it was targeting ships going to Israel but has, in practice, fired indiscriminately at commercial ships, even those with no ties to Israel. On December 30, it attacked Maersk Hangzhou, a Danish-owned and Singapore-flagged commercial container. The attacks have already had a terrible effect, leading Maersk and several other international shipping companies to avoid the Red Sea and take South Africa’s Cape of Good Hope route, which is at least a week longer and much more expensive.

Russia and China, on Wednesday, refused to veto the Security Council resolution that paved the way for the attacks on Yemen. A day before the vote, Iran’s top diplomat, Hossein Amir-Abdollahian, complained to Russian Foreign Minister Sergey Lavrov about the resolution, which the U.S. and Japan had jointly submitted. Yet neither Moscow nor Beijing came to Tehran’s rescue by vetoing the resolution. Instead they abstained, alongside Algeria and Mozambique.

The Houthis have a tradition of fierce independence, despite the militia’s overall reliance on Iran’s Islamic Revolutionary Guard Corps and its professed loyalty to Khamenei as the ultimate leader of the resistance. As a result, Tehran may be faced with a tough question: How much pressure is it willing to put on the Houthis to get them to stand down?

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