An Independent Journal of Ideas

Gauri Khanna

Iran Just Attacked Israel Directly for the First Time. The Most Dangerous Part Is That Both Sides May Believe They Can Control What Happens Next.

Iran launched more than 300 drones, cruise missiles and ballistic missiles towards Israel overnight on 13–14 April, marking an extraordinary escalation from the decades-long shadow conflict between the two states into direct military confrontation. Israel said around 99% of the incoming weapons were intercepted, with assistance from the United States, Britain, France and Jordan, while only limited physical damage was reported at an Israeli airbase. The attack was Iran’s response to the 1 April strike on the Iranian diplomatic compound in Damascus, widely attributed to Israel, which killed senior Islamic Revolutionary Guard Corps commanders including Mohammad Reza Zahedi. Tehran presented its operation as retaliation that could conclude the matter if Israel did not respond further. Israel now faces the opposite decision: whether accepting a massive Iranian attack without direct retaliation would weaken deterrence, or whether retaliating would transform a carefully bounded exchange into a much larger regional war.

The most dangerous feature of this crisis is therefore not that Iran and Israel necessarily want a full-scale war. There are strong reasons to think neither does. Iran understands that a sustained conventional conflict with Israel could eventually draw in the United States and expose Iranian military and economic infrastructure to enormous damage. Israel is already fighting in Gaza, exchanging fire with Hezbollah along the Lebanese border and managing pressure in the West Bank and Red Sea. A major war with Iran would create a completely different scale of military and economic risk. Yet the fact that both governments have incentives to avoid total war does not guarantee stability, because both also have incentives to demonstrate that attacks against them carry consequences. The region is entering the dangerous territory of controlled escalation, where every actor believes it can climb one rung higher without falling off the ladder.

Iran’s decision itself can be understood through deterrence. The Damascus strike killed senior Iranian commanders in a building Tehran described as part of its diplomatic compound. For years, Israel has reportedly conducted operations against Iranian personnel and infrastructure in Syria while Iran generally responded indirectly through allied armed organisations or asymmetric actions. If Tehran had absorbed the Damascus strike without a visible response, Iranian leaders may have feared that Israel would infer that increasingly senior Iranian targets could be attacked without sufficiently serious consequences. The attack on Israel was therefore intended partly to redraw a red line: direct attacks imposing sufficiently high costs on Iran would now risk direct Iranian retaliation rather than another round conducted primarily through proxies.

This is a classic credibility problem. Deterrence depends not only on possessing weapons but on convincing the adversary that those weapons will be used under particular conditions. A threat that is never carried out after repeated violations gradually loses informational value. Iran therefore needed its retaliation to be large enough that Israel would update its expectations about the cost of future strikes. But it simultaneously had reasons to keep the attack limited enough that Israel would not feel compelled to begin a major war. The optimal Iranian strike, from Tehran’s perspective, may therefore have been one that looked militarily serious while producing relatively limited actual destruction.

The structure of the attack appears consistent with that tension. Iran launched an enormous number of weapons, creating a spectacle of direct state-to-state retaliation and forcing Israel and its allies to activate a large air-defence network. Yet many of the drones travelled slowly enough that Israel received hours of warning, while regional governments and the United States were already expecting an Iranian response. Iranian officials subsequently claimed that neighbouring countries had received advance notice, though US officials disputed that Tehran had provided Washington with the specific timing or targets of the attack. The factual details of warning therefore remain contested, but the broader pattern suggests that signalling mattered almost as much as physical destruction.

This is what makes limited escalation so strange. A military operation can be designed partly for the adversary to survive it. If Iran’s principal objective were simply maximising Israeli casualties, warning time would be counterproductive. If its objective included demonstrating capability while preserving an off-ramp, limited predictability becomes strategically useful. Violence becomes a form of communication in which the size, timing and targets of an attack convey information about intentions.

The danger is that communication through missiles is extraordinarily imprecise. A drone intended to hit an airbase can malfunction and strike an apartment building. A ballistic missile can penetrate defences unexpectedly. Debris from interceptions can kill civilians. An adversary can interpret a deliberately limited attack as preparation for something larger. Controlled escalation therefore depends on outcomes no government controls perfectly. A single accidental mass-casualty event can destroy the political space required for restraint.

This is one reason the extraordinary interception rate matters beyond immediate civilian protection. Israel reported that around 99% of the incoming threats were intercepted, while American forces alone destroyed more than 80 drones and at least six ballistic missiles launched from Iran and Yemen. The physical success of the defence dramatically reduced the domestic pressure on Israel to respond to mass casualties or large-scale destruction. Air defence therefore produced something politically valuable as well as militarily valuable: decision-making space.

This is an underappreciated function of defensive military systems. We normally measure air defence through interceptions, but the larger strategic benefit is that successful defence can reduce the necessity of retaliation. If Iran had killed hundreds of Israelis, any Israeli government would have faced enormous domestic pressure to respond forcefully. Because the attack caused relatively limited damage, Israeli leaders have greater freedom to choose among diplomatic pressure, covert action, symbolic retaliation or no immediate major response. Defensive capability therefore can make restraint more politically affordable.

This is deterrence by denial rather than deterrence by punishment. Punishment tries to discourage attacks by threatening retaliation. Denial tries to convince the attacker that even if it launches the attack, the desired objective will not be achieved. Israel’s multilayered air-defence system, combined with American and allied support, demonstrated an extraordinary capacity for denial this weekend. Iran expended hundreds of weapons and generated limited physical effect.

That outcome may change future calculations. If Iranian leaders conclude that large-scale missile and drone attacks are unlikely to penetrate Israeli and allied defences sufficiently, the expected military payoff from repeating the strategy declines. But deterrence by denial can produce another adaptation: Iran may attempt larger salvos, more sophisticated missiles, cyberattacks or actions through Hezbollah designed to overwhelm different parts of Israel’s defence system. Defensive success does not eliminate competition. It changes the domains in which competition occurs.

The economics are important too. Intercepting cheap drones with sophisticated missiles can create extremely unfavourable cost ratios for defenders. A Shahed-type attack drone can cost vastly less than some of the interceptor missiles used against it. If an attacker can repeatedly force the defender to spend millions destroying weapons costing tens of thousands, the defender can win every tactical exchange while facing an expensive long-term equation. The United States has already encountered this problem against the Houthis in the Red Sea.

Iran’s attack therefore tests not only whether Israel can intercept a barrage once but whether its defensive architecture is economically sustainable under repeated mass attacks. Stockpiles matter. Production capacity matters. Allied resupply matters. An air-defence system effective during one night can become less effective after weeks of attritional use if interceptors cannot be replaced quickly enough.

This is another reason Israel’s alliances proved strategically important. American, British, French and Jordanian participation meant Israel did not defend its airspace alone. The cooperation demonstrates how alliances multiply defensive capacity through geography. Aircraft and systems based across several countries can intercept threats before they reach Israeli territory. Intelligence can be pooled. Sensors can track projectiles across large distances. One national defence network becomes a regional one.

Jordan’s participation is particularly politically interesting. Jordan strongly criticises aspects of Israel’s Gaza campaign and faces enormous domestic sympathy for Palestinians, yet it reportedly intercepted Iranian projectiles crossing its airspace. That does not mean Amman suddenly aligned politically with Israel against Palestinians. It demonstrates that states can cooperate tactically with countries they disagree with strategically when their immediate security interests overlap. Jordan does not want Iranian weapons crossing its territory or regional war destabilising its borders.

This is another example of why Middle Eastern politics cannot be understood through two permanent blocs. Saudi Arabia and the UAE have deep concerns about Iran while simultaneously criticising Israel’s conduct in Gaza. Jordan has a peace treaty with Israel while facing major domestic opposition to Israeli policy. Qatar hosts Hamas political figures while maintaining extensive security relations with the United States. States operate across overlapping networks because interests vary by issue.

Iran itself has spent years constructing precisely this kind of network through Hezbollah, the Houthis and armed groups in Iraq and Syria. Until this weekend, one of the defining features of Iran’s strategy was strategic depth without direct interstate confrontation. Allied organisations could impose pressure on Israel and the United States while Tehran maintained some distance from their individual decisions. That structure complicated attribution and allowed escalation to remain below the threshold of Iran-Israel war.

The direct attack changes that precedent. Iran has demonstrated that under sufficiently serious conditions, it will strike Israel openly from Iranian territory. The threshold separating proxy conflict from direct conflict has therefore been crossed once. Even if the present crisis de-escalates, crossing the threshold can make crossing it again easier because both sides now possess a recent template for direct exchange.

This is norm erosion inside deterrence relationships. The first direct strike is politically difficult because it represents a major departure from previous behaviour. The second occurs in a world where direct strikes have already happened. Each escalation expands the set of actions political leaders can describe as precedented rather than unprecedented. Over time, behaviour that once looked extraordinary can become another rung available during crisis.

Israel therefore faces a difficult choice about whether to retaliate directly. From a narrow deterrence perspective, failing to impose costs could appear to encourage Iran. Israeli leaders may fear Tehran concludes that launching hundreds of projectiles carries little consequence so long as most are intercepted. A response could therefore re-establish the principle that direct attacks on Israel produce direct costs for Iran.

The opposite logic is equally powerful. Iran has already announced that it considers the matter concluded if Israel does not respond. Israel successfully intercepted almost everything, demonstrated extraordinary defensive capability and received extensive diplomatic support. A major retaliatory strike could transform an outcome that currently looks strategically favourable to Israel into a cycle where Iran feels compelled to retaliate again. Sometimes the strongest deterrent signal is demonstrating that the adversary failed rather than proving that every failed attack must still be punished.

This is where domestic politics can conflict with strategic optimisation. Governments do not make decisions inside game-theory models. Israeli citizens experienced sirens, shelters and the spectacle of hundreds of weapons launched at their country. Political leaders may face demands to demonstrate strength regardless of how little physical damage occurred. Iran faces equivalent pressures: leaders needed to answer the Damascus strike publicly because internal and regional audiences evaluate whether Tehran protects senior officials and allies.

Military actions therefore have multiple audiences. Iran was signalling to Israel, but also to the IRGC, Hezbollah, domestic supporters, Gulf states and the United States. Israel’s response will similarly communicate with Iran while affecting Israeli voters, Hezbollah, Washington and other regional actors. The optimal signal for one audience can be dangerous for another.

For example, an Israeli strike strong enough to reassure domestic voters could convince Iranian leaders that escalation is continuing. A deliberately restrained strike designed for Tehran to absorb could appear weak domestically. Leaders therefore need to balance international deterrence against domestic political legitimacy.

This is why face-saving mechanisms matter so much. Diplomacy is frequently dismissed as theatre when governments publicly claim victory from outcomes that look ambiguous. Yet allowing both sides to claim success can create exactly the political space necessary for de-escalation. Iran can say it demonstrated the ability to strike Israel directly. Israel can say it defeated almost the entire attack and exposed Iranian military limitations. Both narratives can coexist. Neither requires another missile to become true.

Mutual victory narratives can therefore stabilise crises. This sounds absurd if politics is imagined as objective scorekeeping. It makes sense when leaders need domestic justification for not continuing a confrontation. If each government can tell supporters that its principal objective was achieved, the political cost of stopping falls.

The United States appears to understand this incentive. President Biden reiterated American support for Israel while signalling that Washington does not want a wider war and would not participate in an Israeli offensive retaliation against Iran. This creates a subtle alliance message: the United States helped protect Israel from attack but does not necessarily support using that defensive success as a platform for escalation.

That distinction between defence and offensive participation could become increasingly important in American alliance management. Washington wants Iran deterred while avoiding another major Middle Eastern war. It therefore needs Israel to believe American security support remains credible even when the United States discourages particular retaliatory choices.

If Israel interprets restraint advice as abandonment, alliance credibility weakens. If it believes American defensive support is unconditional regardless of subsequent Israeli escalation, Washington loses leverage. The alliance needs a credible middle position: we will help protect you, but protection does not imply automatic support for every response you choose.

This crisis also reveals how much regional security depends on technology developed over decades. Israel’s air-defence architecture includes several layers designed for different ranges and trajectories rather than one universal shield. Systems such as Arrow, David’s Sling and Iron Dome operate alongside aircraft and allied capabilities. The successful defence illustrates why resilience is built through redundancy. No single system needed to intercept every threat because several layers could compensate when another missed.

This is defence-in-depth, the military equivalent of the institutional redundancy discussed repeatedly in political systems. One layer detects. Another intercepts at long range. Another handles shorter-range threats. Aircraft engage drones. Allies add another geographical layer. Complex systems become resilient by assuming individual components will fail and building alternatives before failure occurs.

The same principle should inform civilian infrastructure. Energy grids, communications networks and supply chains should not depend entirely on one node. Israel’s experience demonstrates how expensive redundancy can look during normal periods and how valuable it becomes during crisis. The interceptor sitting unused in storage appears costly until the night hundreds of missiles arrive.

This connects back to the central tension between efficiency and resilience. Efficient systems minimise unused capacity. Resilient systems deliberately maintain capacity they hope never to need. Markets and governments frequently underinvest in resilience because its benefits are counterfactual: the disaster prevented cannot be observed. Iran’s attack has made the return on decades of Israeli air-defence investment unusually visible.

Yet military technology cannot solve the political conflict producing the missiles. Air defence can protect Israel from Iran’s retaliation. It cannot determine the rules both states will follow next time. If Iran and Israel normalise direct exchanges, even a 99% interception rate eventually becomes dangerous because repeated attacks create more opportunities for the remaining 1% to produce catastrophic outcomes.

Probability compounds.

Suppose an attack has only a 1% chance of producing an escalation-triggering accident. One exchange may remain manageable. Repeated exchanges increase the cumulative probability that eventually something goes wrong. A system can therefore be stable per interaction and unstable over time. This is why reducing the frequency of crises matters alongside making each crisis individually manageable.

The Israeli-Iranian shadow war persisted for years partly because ambiguity reduced those interactions. Israel could strike Iranian-linked targets without always producing direct Iranian retaliation. Iran could pressure Israel through proxies without openly launching from Iranian territory. That arrangement was violent and dangerous but contained mechanisms limiting direct state-to-state escalation.

The Damascus strike and this weekend’s response have weakened those mechanisms.

The challenge now is constructing another equilibrium.

That could involve tacit rules about diplomatic sites, senior commanders or direct attacks. Adversaries do not need formal treaties to develop behavioural boundaries. During the Cold War, the United States and Soviet Union competed intensely while gradually learning which actions risked uncontrolled escalation. Much of deterrence rests on these unwritten understandings.

Iran and Israel need something similar if direct confrontation is to remain exceptional.

Otherwise every targeted assassination or proxy attack can become another test of credibility requiring a direct response.

The region would then enter a permanently higher-risk equilibrium.

The Gaza war remains an important background condition because it has increased confrontation across the entire network. Hezbollah and Israel exchange fire almost daily. The Houthis attack Red Sea shipping. Iranian-backed militias have attacked American forces. Israeli actions in Syria target Iranian personnel. Every front creates another opportunity for one event to cross a threshold elsewhere.

This means preventing Israel-Iran escalation cannot be separated completely from broader regional de-escalation.

It does not mean resolving Gaza automatically resolves every Iran-Israel dispute.

The conflict predates October 7 by decades.

It means the current war has increased the number of interactions through which miscalculation can occur.

More interactions mean more opportunities for escalation.

That makes strategic restraint more valuable precisely when political demand for retaliation is highest.

None of this suggests Iran’s attack should be minimised. Launching hundreds of drones and missiles at another state represents an enormous escalation and created serious risks to civilian life. Israel has a legitimate interest in preventing recurrence. The important question is which response best accomplishes that objective.

Punishment is one mechanism.

Denial is another.

Diplomatic isolation is another.

Improved defence is another.

Deterrence does not require choosing the most violent available mechanism simply because violence communicates resolve clearly.

The best strategy is the one producing the lowest probability of another successful attack at acceptable cost.

That is a consequentialist rather than emotional standard.

It becomes hardest to apply after an attack precisely because national trauma creates demand for visible action.

Iran faces the same challenge. If Israel retaliates, Tehran needs to decide whether another strike improves Iranian security or merely proves it cannot absorb a limited response. Governments often confuse reputation for resolve with obligation to retaliate infinitely. A reputation for resolve is valuable only insofar as it changes adversarial behaviour. Once retaliation begins increasing the probability of outcomes the government wants to avoid, reputation becomes a trap.

This is the credibility paradox: leaders take risks to preserve credibility so that future threats are believed, but eventually the effort to preserve credibility can force them into actions that make the state less secure.

Strategic maturity requires knowing when credibility has already been demonstrated sufficiently.

Iran has demonstrated that it can strike Israel directly.

Israel has demonstrated that it can defend against a massive Iranian barrage with allied support.

Neither side needs another attack to prove those facts.

Whether leaders accept that logic is uncertain.

That uncertainty is the central danger entering next week.

For decades, Iran and Israel fought largely through proxies, covert operations, cyberattacks and strikes in third countries because both understood that direct warfare contained risks difficult to control. This weekend, the barrier separating shadow war from direct war was crossed.

The fact that the first direct exchange produced relatively little physical damage is fortunate.

It could also become dangerous if leaders infer that direct exchanges are therefore manageable.

They may not always be.

The next barrage could penetrate more effectively.

The next strike could hit a city.

The next commander could misread intentions.

The next government could face different domestic pressures.

Controlled escalation works until the control fails.

That is why the success of Israeli air defence should not become an argument that the region can safely tolerate repeated Iran-Israel exchanges.

It should become an opportunity to stop this one while the damage is still limited enough that both sides can plausibly claim they achieved something.

Iran can say it retaliated.

Israel can say the retaliation failed.

Those claims are contradictory only if diplomacy requires one objective winner.

Peace often depends on allowing both governments to keep enough of their own story that neither feels compelled to write the next chapter with missiles.