By Eric Vandenbroeck and co-workers
The Abiding Power of Sectarianism in the
Middle East
It has become
conventional wisdom that the strikes launched on Iran this year by Israel and
the United States, and the shattering of Tehran’s allies and proxy militias in
Gaza, Lebanon, and Syria, have decisively curbed Iran’s influence in the Middle
East. But this view misunderstands the nature of Iran’s so-called “axis of resistance”—and Tehran’s potential ability
to reconstitute it.
After the U.S. invasion of Iraq in 2003, Iran capitalized on the
turmoil to build a transnational ideological network of Shiite communities,
governments, and militias from Iran to Iraq to Lebanon, Yemen, and the
Palestinian territories, or what King Abdullah of Jordan fretfully referred to
as a “Shiite crescent.” By 2014, analysts
regularly observed that Tehran controlled four Arab capitals: Baghdad, Beirut,
Damascus, and Sanaa.
From a military
standpoint, this axis now lies in tatters. Its Iranian
architects are aging, and their partners in the Arab world have been
decimated by Israeli strikes. A cautious rapprochement over the last two years
between Iran and Saudi Arabia, whose rivalry had formerly driven the region’s
sectarian conflict, has also contributed to the perception that the sectarian
battle in the Middle East is over.
But even if the
curtain is falling on the axis of resistance, the Shiite
political and religious identity remains intact. Although Iran’s proxy network
helped Tehran maintain outsize influence over the Arab world, the axis’s
resilience also drew on the enduring power of faith, community, and family
ties. What comes next for the region’s Shiites is a question that looms large
over the efforts mustered by Gulf Arab countries and the United States to bring
stability to the Middle East after the devastating war between Israel and
Hamas. These would-be peacemakers must therefore pay much more careful
attention to factoring the region’s Shiites, both within and outside Iran, into
their vision for regional order.
The current plan to
disarm Hezbollah without ending Israel’s occupation of the country’s south—much
less providing for the reconstruction of devastated Lebanese Shiite areas,
replacing the kinds of services Shiites once received from Hezbollah, or giving Shiites greater say in national
politics—effectively disenfranchises Shiites. If Israel follows through on its
recent threats to invade Lebanon, that would pose an existential threat to the
country’s Shiite community and mobilize it into resistance. And as Sunni rule
coalesces in Syria and the U.S. military puts pressure on Shiite militias in
Iraq, a sense of a siege on Shiites could assume a regional dimension. If
Shiites are marginalized in state-building efforts and diplomacy, they are likely
to re-embrace communal politics as a strategy of survival, stoking broader
instability. And without a stake in the new order, Iran cannot be successfully
contained.

Leap of Faith
Although Shiites
represent only 15 to 20 percent of Muslims worldwide, they constitute roughly
half the Muslim population of the Middle East. Shiite Muslims form the majority
of the population in Bahrain, Iran, and Iraq, and nearly the majority in Yemen;
they are the largest religious community in Lebanon. Throughout the twentieth
century, however, the face of the region was Sunni. Iran’s 1979 Islamic Revolution raised the specter of Shiite
ascendance—and with it, Sunni resistance. Sectarian tensions undergirded the
grueling 1980-88 Iran-Iraq War, which forged key Shiite transnational ties: Abu Mahdi al-Muhandis, who would later become the
leader of Iraq’s Shiite militias, fled Iraq during that war and fought
alongside his Iranian peers against Saddam Hussein.
These transnational
Shiite ties expanded dramatically after U.S. forces toppled the Iraqi
government in 2003, triggering a revival of religious identity as more Shiites
found their way to holy shrines in Iran, Iraq, and Syria, as well as to
historic Shiite centers of learning in Najaf, south of Baghdad, and Qom, south
of Tehran. Shiite political and military forces also emerged to fill power
vacuums in Iraq. In the mid-2000s, Iran’s Revolutionary Guards enlisted the
help of Iraqi allies such as Muhandis and Lebanese Hezbollah fighters such as
Ali Musa Daqduq and Imad Mughniyeh to organize Iraqi Shiite militants who
refused to disarm and join the U.S.-led political transition.
When the Arab Spring
broke out in 2011, Iranian and Shiite influence in the Arab world expanded
further as civil wars engulfed Syria and Yemen. Those power struggles were
inevitably sectarian: Syria’s Alawite rulers only loosely identified with
Shiism, yet the threat that Sunni Islamism posed to them turned them into close
allies of both Iran and Hezbollah. In 2013, Iran and Hezbollah organized
Afghan, Iraqi, and Pakistani Shiite fighters to help Syrian President Bashar
al-Assad’s army challenge Sunni Islamists, who were backed by regional Sunni
rivals of Iran. The following year, Iran’s elite Revolutionary Guards Corps
joined Iraqi Shiite militias in launching a full-scale war against the
Sunni-led Islamic State (also known as ISIS). The commander of the Revolutionary
Guard Corps, Qasem Soleimani, led the campaign and became a ubiquitous presence
on Iraqi and Syrian battlefields. The Houthis in Yemen, meanwhile—who follow
the Zaydi offshoot of Shiism—made common cause with Iran in challenging Yemen’s
Sunnis.
Senior Shiite
religious authorities, mainstream middle-class Shiites in places such as
Baghdad and Beirut, and Shiite elites who feared ISIS’s sectarian bloodlust all
supported the war against ISIS, turning it into a broadly Shiite struggle. In
June 2014—with ISIS at Baghdad’s doorsteps—Iraq’s most senior Shiite cleric,
Grand Ayatollah Ali al-Sistani, who had always opposed Iranian efforts to
muster Shiites across the region into military campaigns, even issued a
religious edict directing Iraqi youth to join Soleimani’s militias.
Battlefield victories
over ISIS helped sustain Shiite rule in Iraq, the Houthis’ fight in Yemen, and
the Ba'athist regime in Syria. They also helped link the fight
waged against Israel by the Sunni militias Hamas and Palestinian
Islamic Jihad to the axis of resistance’s general struggle. Buoyed by these
successes, Iran used the axis to project power throughout the Mediterranean and
the Red Sea, forging a so-called ring of fire around Israel.

Compounding Fractures
But the decisive
defeat of ISIS in 2019 created the conditions for the axis’s decline. The
mobilization of young Shiite Muslims into anti-ISIS militias plummeted. Leading
Shiite clerics in the region became more reluctant to conflate religious
observance with participation in Iran’s military efforts. From his vantage
point in the Iraqi city of Najaf, Sistani openly distanced himself from the
axis’s campaigns and condemned militia violence, arguing that Shiites’ enduring
power in Iraq rested in their ability to build influence over the state and
politics.
Shiite militias had
seized control of a vast amount of Iraqi territory during the anti-ISIS
campaign, exceeding the reach of the Iraqi military and police in numerous
cities and in certain parts of Baghdad, and gaining considerable economic power
independent of the central government. But their credibility as saviors of the
Shiites and guarantors of stability in Iraq suffered as they engaged in
thuggery and cracked down on anti-corruption protests. In 2020, a U.S.
airstrike killed both Soleimani and Muhandis, marking another loss for the
axis. In 2021, Iraqi political parties affiliated with Iran and with
Iranian-backed militias won only 17 seats in the parliament, down from 48 in
2018.
The Hamas-led attack
on Israel on October 7, 2023, initially appeared to be a formidable show of
force by the axis. But in reality, it exposed and accelerated the axis’s
decline. Shiite forces across the region attempted to mobilize in support of
Hamas. But in November 2024, Israel decimated Hezbollah by converting the
group’s own communications equipment into bombs, killing 42 and maiming
thousands of the group’s officials and fighters, and assassinated scores of its
commanders and its charismatic leader, Hassan Nasrallah, in an airstrike. A
month after that, in Syria, the Assad regime collapsed before an advancing army
of Turkish-backed Sunni fighters.
When Israel and the
United States unleashed their bruising direct military attack on Iran in June,
Tehran’s Shiite proxies did not rise to help defend it. Forced to turn their
attention inward, Iran’s leaders did not see a benefit in making transnational
appeals and instead called on the Iranian public to defend their homeland.
Similarly, Shiite allies in Iraq and Lebanon turned away from rhetoric that
rested on a transnational religious identity and more fully embraced their own
nationalisms.
Rather than directing
their regional allies, Iran now appears to be following those allies’ lead.
What was once a hub-and-spoke system of influence has come to look more like a
federation of like-minded groups that share objectives but operate autonomously.
In Iraq, Iran is encouraging its proxies to trade in their khakis for suits and
join the political process. In Lebanon, Hezbollah may accept disarmament under
pressure from Israel and the United States to avoid war with Israel and civil
war with other Lebanese factions. And changes inside Iran itself—the growing
prominence of nationalism and the relaxation of religious strictures, most
notably the looser enforcement of hijab—is eroding the country’s claim to
transnational spiritual leadership.
The leaders who oversaw
the rise of the Shiites are also exiting the stage. Commanders and clerics who
participated in the 1979 Iranian Revolution (and have managed to evade
assassination) are aging. Iran’s supreme leader, Ali Khamenei, is 86. Sistani,
who presided over a regional revival of Shiite piety centered in Iraq’s holy
cities, is 95 and ailing. Najaf and Qom have long been rival seats of Shiite
learning, but during the decades in which Iran focused on building military and
political muscle, Najaf, more than Qom (or Tehran), came to represent Shiite
religious authority. Sistani’s successor in Iraq, not Khamenei’s successor in
Iran, will direct Shiites in matters of faith.
Israel wants to break
up Iran’s regional network by actively fomenting further fracturing among
Shiites. If weak yet pliant governments that harass or threaten their own
minority populations—particularly Shiites—take hold in Lebanon and Syria, the
thinking goes, Shiite energy will focus on internal battles for turf and
influence rather than on combating Israel. In its occupation of southern
Lebanon, meanwhile, Israel is routinely attacking Shiite targets, killing
scores of civilians as well as Hezbollah fighters. And its efforts to prevent
Damascus from asserting control over Syria are setting the country’s minorities
on a collision course with their central government.

Hidden Dangers
Yet the decline of
Shiite military power throughout the Middle East does not mean that Shiites’
religious identity and sense of being part of a transnational faith community
have weakened. The number of Shiites making pilgrimages to Iraq’s holy cities
is steadily growing year on year despite political and military losses. In
August, the commemoration of the martyrdom of the third Shiite imam drew an
estimated 21 million worshipers to the Iraqi city of Karbala.
As Iran falters and
pressure builds on Shiite militias to disarm, Shiites fear a future of
marginalization and violence. Syria, which had been the linchpin of the axis,
is now ruled by veterans of ISIS and other militant Sunni groups that fought
against Hezbollah during Syria’s civil war. The new regime in Damascus is
backed by the region’s principal Sunni powers, Turkey and Saudi Arabia, and is
looking to forge a deal with Israel. Meanwhile, Shiites in Lebanon and Iraq
worry that Damascus could support Sunnis in their countries, changing the
balance of power to their disadvantage.
Threatened and
feeling besieged, Shiites may turn even more decisively toward a communal
identity. Syria’s Druze and Alawite minorities have already begun to resist
Damascus’s authority. To prevent new civil wars, government collapse, and a
resurgence of extremism—in short, the very circumstances that allowed Iran to
build the axis of resistance in the first place—state-building efforts in
Lebanon and Syria should focus on guaranteeing equal rights for all
communities. If Beirut and Damascus exclude minorities, marginalized Shiites
will again turn to Iran for support; once conflict erupts, Iranian help with
training, arms, and financing will follow.
In Iraq, where the
delicate process of forming a government and intra-Shiite negotiation
continues, moderate Shiite leadership must be encouraged. This requires
constitutional reforms to dismantle the clientelist networks of militants
turned politicians (a system that still grants them seats in parliaments and
provincial councils). Recent U.S. policy has put heavy pressure on Iraq’s
government to distance itself from Iran. Washington must avoid forcing Baghdad
to make such a stark choice: doing so could undermine the standing of moderate
Shiite leaders and undo their attempts to blunt the disruptive influence of
militants-turned-politicians and insulate Iraq from the conflict between Iran
and Israel.
Across the region,
avoiding a return to violence depends on ensuring that Shiites see a political
future in their respective countries—a national role that would replace
adherence to a transnational ideology—as well as economic opportunities outside
the largess of militias. In Lebanon, for instance, simply disarming and
dismantling Hezbollah will not bring stability. For decades, the organization
acted as a state for the Shiite community, providing security, jobs, and social
services; now that the group’s role is diminished, Shiites must be offered
other means of participating in the country’s politics and economy
The Lebanese, Syrian,
and Iraqi governments—with the help of the United States and Arab
neighbors—must provide Shiites with middle-class jobs in the private sector to
reduce their dependence on employment in the public sector, which militants
control. There are Shiite middle classes in Lebanon and Iraq that are poised to
take advantage of the economic opportunities that the United States and its
Gulf allies envision for the region after Israel’s military operations end.
Without a means of economic participation, young people could be drawn back
into militancy.
As Saudi Arabia and
other Gulf states make investments to encourage the rise of strong, centralized
governments in Lebanon and Syria that can resist Iranian influence, they must
not let those efforts interfere with the process of normalization with Iran.
Normalization has helped keep the Gulf stable as the rest of the Middle East
erupted into war, and to ensure that this stability persists, Arab states must
more actively pair state-building plans with an economic vision that also
offers a future to Shiite areas in Lebanon and Iraq. Saudi Arabia and the
United Arab Emirates must ensure that their current cease-fires with the
Houthis hold and that diplomatic progress continues toward ending Yemen’s civil
war for good. To prevent Iran’s resurgence as a regional spoiler, they must
drop the mindset that Shiites throughout the region are vassals of Iran and
treat them as equal citizens.

Reconstruction Needs Reconciliation
If the United States,
for its part, wants to end conflict in the Middle East, see Iraq prosper
independent of Iranian control, it also has to integrate Shiite groups into the
national and regional orders it envisions. In Lebanon, that means coupling the effort
to disarm Hezbollah with a clear plan for reconstructing Shiite areas and
enfranchising Shiites politically. The United States must do all it can to
safeguard the cease-fire between Hezbollah and Israel, too: Lebanese Shiites
will certainly resist an Israeli invasion and occupation, just as they did
between 1982 and 2000. Renewed resistance would breathe new life into what
remains of the axis.
Washington must
buttress the efforts by Arab states to normalize ties with Iran, which means
talking to Tehran directly. Contrary to what U.S. President Donald Trump seems
to assume, Iran does not feel defeated after the 12-day war in June. Tehran
believes that the missiles it launched at Israel inflicted enough damage to
give both Israel and the United States pause before contemplating another round
of fighting. And by now, it is also clear that the strikes did not fully
obliterate Iran’s nuclear capabilities and ambitions.
Regional stability
depends on Iran’s engaging diplomatically and economically with the Arab world,
but Arab states are wary of granting a larger
regional role to a Tehran that may go nuclear. Any restoration of diplomatic
relations with Bahrain or expansion of economic ties with other Gulf states is
contingent on Iran’s progress in nuclear talks. Sooner rather than later,
Washington will therefore have to refocus its attention on negotiating a
nuclear deal with Tehran.
Keeping the Levant fractured will not bring stability to
the Middle East. The Shiite communities that once undergirded the
axis of resistance must be incorporated into the region’s political and social
life. And Iran must see that it can reap more benefit from diplomatic and
economic engagement than from resuming its disruptive military efforts. Shiite
groups have been weakened, but trying to keep them subdued by excluding them
from politics will only make them prey for future Iranian efforts to rebuild
its proxy network—and imperil any broader vision of regional peace.
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