Sixty-two days after the death of Mahsa Amini at the hands of the Islamic Republic’s police, the regime has failed to quash the protest movement. But it is impossible to know if the tide will turn, and what the outcome of the government’s collapse might be. Reuel Marc Gerecht considers the very real possibility that a democratic Iran will emerge, and considers the aftershocks that might follow. (Free registration required.)

American political and intellectual elites remain uneasy with democracy promotion everywhere primarily because it has failed so far in the Middle East, the epicenter of our attention the last twenty years. (Iraq’s democracy isn’t dead, but it didn’t meet American expectations.) Might our dictatorial exception for Middle Eastern Muslims change if Iran were to set in motion insurrections elsewhere in the Islamic world, in much the same way that America’s response to 9/11 probably helped to produce the rebellions against dictatorship that started in Tunisia in 2010? The failure of the so-called Arab Spring to establish one functioning democracy, the retreat of secular democracy in Turkey, and the implosion of large parts of the Arab world have left many wondering whether Middle Eastern Muslims can sustain representative government.

In 1979 the Islamic revolution shook the Middle East, putting religious militancy into overdrive and tempting Saddam Hussein to unleash his bloodiest war. The collapse of Iran’s theocracy might be similarly seismic. Washington’s dictatorial preference could fade as the contradictions between Arab tyranny and Persian democracy grow.

Washington isn’t yet invested in democracy in Iran. Yet, as Supreme Leader Ali Khamenei has often noted, American hostility toward the Islamic Republic has been damaging. If the theocracy falls, Iranians will surely give America credit—vastly more credit that they will give to the European political class, who have been trying to make nice, and make money, with the clerical regime since the early 1990s—for this lasting enmity. We may well get more credit than we deserve. Both Democrats and Republicans who have dismissed the possibilities of democratic revolutions among the Muslim peoples of the Middle East will still, surely, claim it eagerly.

Israel will likely respond directly against Iran after yesterday’s attack, and has made known that it will calibrate its retaliation based not on the extent of the damage, but on the scale of the attack. The specifics are anyone’s guess, but Edward Luttwak has a suggestion, put forth in an article published just hours before the missile barrage: cut off Tehran’s ability to send money and arms to Shiite Arab militias.

In practice, most of this cash comes from a single source: oil. . . . In other words, the flow of dollars that sustains Israel’s enemies, and which has caused so much trouble to Western interests from the Syrian desert to the Red Sea, emanates almost entirely from the oil loaded onto tankers at the export terminal on Khark Island, a speck of land about 25 kilometers off Iran’s southern coast. Benjamin Netanyahu warned in his recent speech to the UN General Assembly that Israel’s “long arm” can reach them too. Indeed, Khark’s location in the Persian Gulf is relatively close. At 1,516 kilometers from Israel’s main airbase, it’s far closer than the Houthis’ main oil import terminal at Hodeida in Yemen—a place that was destroyed by Israeli jets in July, and attacked again [on Sunday].