Western intelligence says Iran is rearming despite UN sanctions, with China’s help


Iran seems to be stepping up the rebuilding of its ballistic missile program, despite the reintroduction final month of United Nations sanctions that ban arms gross sales to the nation and ballistic missile exercise.

European intelligence sources say a number of shipments of sodium perchlorate, the primary precursor within the manufacturing of the strong propellant that powers Iran’s mid-range standard missiles, have arrived from China to the Iranian port of Bandar Abbas because the so-called “snapback” mechanism was triggered on the finish of September.

Those sources say the shipments, which started arriving on September 29, include 2,000 tons of sodium perchlorate purchased by Iran from Chinese suppliers within the wake of its 12-day conflict with Israel in June. The purchases are believed to be a part of a decided effort to rebuild the Islamic Republic’s depleted missile shares. Several of the cargo ships and Chinese entities concerned are below sanctions from the United States.

The deliveries come after more-than-a-decade-old UN sanctions had been restored by the snapback mechanism – a provision for Iranian breaches of the 2015 Joint Comprehensive Plan of Action (JCPOA) deal to watch its nuclear program.

Under the sanctions re-imposed on Tehran final month, Iran shall not undertake any exercise associated to ballistic missiles able to delivering nuclear weapons. UN member states should additionally forestall the availability to Iran of supplies that would contribute to the nation’s improvement of a nuclear weapons supply system, which specialists say may embody ballistic missiles.

States are additionally required to forestall the availability to Iran of help within the manufacture of arms. China, alongside with Russia, opposed the reimposition of the sanctions, saying it undermines efforts for a “diplomatic settlement of the Iranian nuclear issue.”

While the shipped substance – sodium perchlorate – is not particularly named in UN paperwork on supplies banned for export to Iran, it is a direct precursor of ammonium perchlorate, a listed and prohibited oxidizer utilized in ballistic missiles. However, specialists say that the sanctions’ failure to explicitly prohibit the chemical could depart China room to argue that it is not in violation of any UN ban.

NCS has adopted the journeys of a number of cargo ships recognized by the intelligence sources as being concerned within the newest deliveries of sodium perchlorate from Chinese ports to Iran, utilizing ship monitoring information and the social media of their crew. Many of these vessels seem to have gone forwards and backwards a number of instances between China and Iran because the finish of April. The sources say their crew appear to be employed by the Islamic Republic of Iran Shipping Lines and their common social media posts present a path of their stops on the China to Iran journey.

An aerial view of the Port of Bandar Abbas in the strait of Hormuz, December 10, 2023.

Among them is the MV Basht, already sanctioned by the US, which left the Chinese port of Zhuhai on September 15, arrived in Bandar Abbas on September 29 and since returned to China.

Following the same route, the Barzin traveled from Gaolan on October 2 and arrived in Bandar Abbas on October 16, earlier than leaving for China once more on October 21.

The Elyana left the Chinese port of Changjiangkou on September 18 and arrived in Bandar Abbas on October 12. Finally, the MV Artavand left the Chinese port of Liuheng and arrived in Bandar Abbas on October 12, with its AIS monitoring system turned off to intentionally obscure its actions, in keeping with Western intelligence.

It’s not clear if the Chinese authorities is conscious of the shipments. In response to a query from NCS concerning the transactions, a spokesperson for China’s Ministry of Foreign Affairs stated that, whereas he was “not familiar with the specific situation,” China has “consistently implemented export controls on dual-use items in accordance with its international obligations and domestic laws and regulations.”

“We want to emphasize that China is committed to peacefully resolving the Iranian nuclear issue through political and diplomatic means and opposes sanctions and pressure,” the spokesperson continued, including that Beijing considered the return of sanctions below the snapback mechanism as “unconstructive” and a “serious setback” in efforts to “resolve the Iranian nuclear issue.”

Similar shipments had beforehand been reported, however their intensification because the 12-day warfare – when the Israeli navy focused not less than a 3rd of the surface-to-surface launchers that fireside Iran’s medium-range ballistic missiles (MRBMs) – suggests a renewed eagerness on the a part of the Islamic Republic to arm itself.

“Iran needs much more sodium perchlorate now to replace the missiles expended in the war and to increase production. I would expect large shipments to Iran as it tries to rearm, just as I would expect Israel and the US to race to replace the interceptors and munitions that were expended,” stated Jeffrey Lewis, director of the East Asia Nonproliferation Project on the Middlebury Institute of International Studies.

The finest solution to think about the present second, he informed NCS, is as a pause in hostilities, as either side seeks to rearm.

“Two thousand tons of sodium perchlorate are only enough for about 500 missiles. That’s a lot, but Iran was planning on producing something like 200 missiles a month before the war and now must replace all the missiles that either Israel destroyed or it used,” he stated.

Long-standing ties

China has lengthy been a diplomatic and economic ally for sanctions-hit Iran, decrying “unilateral” US sanctions in opposition to the nation and shopping for up most of Iran’s oil exports, despite not reporting purchases of Iranian oil for a number of years.

That vitality commerce depends on a community of vessels that filter Iranian oil to unbiased refineries in coastal China, usually by means of middleman international locations, in keeping with analysts, who notice this apply retains refinement separate from Chinese state-owned enterprises that might be susceptible to US sanctions. These so-called teapot refineries are recognized to work with what’s sometimes called a darkish fleet of tankers that use concealing ways to smuggle sanctioned items.

Oil storage tanks at a petrochemical production base on the outskirts of Shanghai, China, in June.

European safety sources consider a equally opaque system, involving entrance firms which can be little greater than faux numbers and billing addresses, has been used to maintain the sodium perchlorate flowing to Iran. As have extra reputable firms, together with two already sanctioned by the US again in April for his or her half in a “network procuring ballistic missile propellant ingredients on behalf of Iran’s Islamic Revolutionary Guard Corps (IRGC).” Most of the businesses concerned are primarily based within the northeastern Chinese port metropolis of Dalian, in keeping with data from the intelligence sources.

In February, NCS reported the shipment of 1,000 tons of sodium perchlorate to Iran from China. By April, the US had slapped sanctions on a number of Iranian and Chinese entities, together with vessels believed to play a task in “a network procuring ballistic missile propellant ingredients on behalf of Iran’s Revolutionary Guard Corps (IRGC).”

Yet the shipments continued, the intelligence sources say, with the IRGC’s Self Sufficiency Jihad Organization buying one other 1,000 tons of sodium perchlorate which left Taicang in China aboard the Hamouna on May 22 and arrived in Bandar Abbas on June 14 or 15. It set sail for the Iranian port lower than a month after an enormous explosion there on April 27, believed to have been brought on by sodium perchlorate, killed 70 and wounded a whole bunch.

The newest shipments signify a lot greater portions in a brief house of time. The first of the ten to 12 shipments that European intelligence sources have been monitoring arrived in Iran on September 29, two days after the snapback mechanism – triggered in August by Germany, France, and the United Kingdom, the European companions to the JCPOA – restored UN sanctions. The others all left China after the sanctions had been in place.

Tong Zhao, a senior fellow with the nuclear coverage program on the Carnegie Endowment for International Peace, stated that China’s place on the authorized standing of the reimposition of sanctions could also be associated to how its authorities would view such shipments.

“First and foremost, China – along with Russia and Iran – has denounced the legality of the snapback in a joint letter to the UN issued on October 18, indicating that Beijing likely does not consider itself bound by the reimposed measures,” in keeping with Zhao.

Had the snapback not been triggered, October 18 would have marked the official finish of the 10-year JCPOA, at which level the choice to reimpose earlier UN sanctions and restrictions on Iran’s nuclear program would expire and the Security Council would shut Iran’s nuclear file.

Indeed, China joined with Russia in September to push for a six-month extension of the JCPOA, arguing that extra time was wanted for diplomatic efforts and pointing to what Beijing noticed as indicators that Iran wished to have interaction with the worldwide group on regulating its nuclear program. The UN Security Council voted down the China-backed decision in September, in the future earlier than the snapback got here into power.

Chinese President Xi Jinping meets with Iranian President Masoud Pezeshkian at the Great Hall of the People in Beijing, China, in September.

Beijing was one of many six international locations – alongside with France, Germany, Russia, the UK and the US – that signed the JCPOA with Iran in 2015. In a gathering between Chinese chief Xi Jinping and Iranian President Masoud Pezeshkian in September, Xi reiterated China’s stance that it “attaches importance to Iran’s repeated pledge that it does not seek to develop nuclear weapons” and “respects Iran’s right to the peaceful use of nuclear energy.”

Zhao additionally pointed to the truth that the export of sodium perchlorate is not explicitly banned below the pre-JCPOA sanctions regime that is now again in power. What the reinstated UN resolutions do prohibit, he added, is the availability by member states to Tehran of “items, materials, equipment, goods, and technology” which may contribute to Iran’s improvement of a nuclear weapon supply system.

So, whereas sodium perchlorate is not named, it “should fall under the broader catch-all controls on materials used in solid-fuel missile production,” he stated, however famous that the truth that it is not explicitly prohibited could depart China and different international locations with better room for interpretation.

“Beijing may be aware that such exports indirectly support Iran’s missile program,” Zhao stated, “yet it may also view this as a matter of principle – asserting China’s sovereign right to make independent export-control decisions on items not expressly banned by the UN.”

NCS’s Simone McCarthy contributed to this report.



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