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The Iran Dilemma: A View from Tokyo and Jerusalem

from The Iran Breakdown with Mark Dubowitz

55m 26s

The Iran Dilemma: A View from Tokyo and Jerusalem

The conversation between Mark Dubowitz and Ambassador Yusuka Arai highlights the contrasting perspectives of Japan and Israel on Iran’s nuclear program and regional threat. While Israel views Iran as an existential danger rooted in historical trauma and proximity, Japan sees it as a proliferation challenge within a broader security framework, prioritizing diplomacy and economic engagement. Japan’s long-standing diplomatic ties with Iran remain valuable, offering trust and practical support during crises. Arai draws key lessons from Japan’s experience with North Korea—demonstrating that sustained pressure, alliance unity, and credible deterrence are essential in countering rogue states—though Iran’s threat profile differs significantly due to its geography and capabilities. Japan firmly opposes Iran’s domestic enrichment and reprocessing, citing violations of its NPT obligations, while affirming its own civilian nuclear program as responsible due to its democratic governance and compliance. The war’s aftermath has weakened Iran’s position, particularly in the Strait of Hormuz, where U.S. and Israeli military actions curtailed Iranian influence. Japan believes that while the Indo-Pacific faces serious threats from China and North Korea, the weakening of Iran reduces regional instability. Arai stresses that Japan must strengthen its own defense and regional partnerships, rather than emulate Israel’s model. He warns that domestic political shifts in the U.S. could threaten allies, underscoring the need for self-reliance. Finally, he urges Iran to stop the hostile rhetoric against Israel and recognize the strategic value of engagement, while advising Israel to see the broader geopolitical landscape—where China, Russia, and North Korea also pose threats—so that diplomacy can prevail over narrow national security fears.

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English
Welcome back to the Iran Breakdown. My name is Mark Dubowitz. Today, I'm joined by his Excellency Ambassador Yusuka Arai, Ambassador of Japan to the State of Israel. Ambassador Arai is a career diplomat with more than three decades of experience in Japanese foreign policy, national security, and intelligence. He's a graduate of the prestigious University of Tokyo's Faculty of Economics. He joined Japan's Ministry of Foreign Affairs in 1990, and over the course of his career, he's held senior positions dealing with some of Japan's most consequential diplomatic and security challenges, including the Japan-US relationship and national security policy and intelligence analysis. He's overseas assignments include service at the Japanese embassies in South Korea and Singapore. He later served as Deputy Director General and then Director General of the Ministry of Foreign Affairs, Intelligence, and Analysis Service, before being appointed ambassador to Israel in April 2024. That background gives Ambassador Arai a particularly interesting vantage point for our conversation today. He's examined regional and international security from Tokyo at the highest level the Japan's foreign policy establishment, and he now observes the Iranian challenge from Israel itself. Japan also occupies a distinctive position in this debate. It's a close ally of the United States, has a strong relationship with Israel, and at the same time it has maintained longstanding diplomatic relations with the Islamic Republic of Iran. So today, I want to explore with the ambassador, how Japan views Iran's nuclear program and regional strategy, where Japanese and Israeli assessments converge, and diverge, what decades of Japanese engagement with Tehran have taught Tokyo, and whether Japan can still play a meaningful diplomatic role at a moment of really profound tension in the Middle East. Ambassador Arai, thank you for joining the Iran breakdown. Thank you very much for having me, Mark. It's great. So Ambassador, before coming to Israel, you served in the senior positions in Japan's Minister of Foreign Affairs, including Director General of the Intelligence and Analysis Service, which is a very important institution in the Japanese government, and you've therefore had the opportunity to really look at Iran first from Tokyo and from Israel. And I want to ask you, having spent your tenure now in Israel for a couple of years, how does the Iranian challenge look differently to you from Israel than it did from Tokyo? Okay, Mark, thank you very much. First of all, I would like to see a word because what I'm going to tell you is that I'm going to represent the position of the government in Japan, so that I can tell you what I think about everything you're going to ask me. Now, how it even looks like from Tokyo and how it even looks like from Israel? I mean, very different. I can tell you that when I was Director General of Intel in the Minister of Foreign Affairs, the first thing in the morning I wake up and worry was not about Iran. We have a lot of problems and we have neighbors, including North Korea, including China, including Russia, and so and so. So although we consider Iran to be a challenge in terms of the development of the nuclear weapon and the proxy and so on, it's not the most important kind of thing that I was thinking from Tokyo. Coming here in Israel, I can see that from the viewpoint of Israeli, this is the major challenge. So sitting here and sitting in Tokyo, things look very different. Has anything you've seen or learned while serving in Israel caused you to revise an assessment that you previously held about Iran? My experience here includes the 12th of this war, war, the recent kind of war between US, Israel, and Iran. And I was going in and out of the shelter all the times. And I was talking to my friend in the Israeli government and Israeli people. All of these experiences, of course, gave me a new kind of aspect of the challenge of Iran. And experiencing some country shooting missiles and tons of missiles toward where I'm living and giving me a tremendous kind of impact. So yes, it did change. So let's talk a bit about Japan and Israel and the very different approaches to Iran. I mean, obviously, Japan and Israel are close partners. I think you're going to be celebrating. Is it 75 years of diplomatic relations soon? But certainly approached the Iran issue from different histories, different strategic cultures. And of course, as you said, I mean, for Israel, Iran has been this existential threat for Japan. It has been an important issue, but a far away issue in comparison to North Korea and China and Russia and other security challenges that end up Pacific. It's fair to say that Japan has traditionally placed a greater emphasis on diplomacy and economic engagement and the issue of nuclear proliferation when dealing with Iran, where Israelis tend to see this exclusively through the lens of national security and hard power. Where do you see the principal differences between the Japanese and Israeli approaches and in the views about how best to deal with this problem? Do things. Point number one is that how we view Iran and how Israel view Iran. I understand that from Israeli point of view, you got a nuclear issue, you got a ballistic missile issue, and you got the proxy and the issue of Iran. Now, we are clearly saying that we don't allow Iran to get nuclear, to have nuclear weapon. This is clear. Prime Minister has said that several times, and we say that loudly. And on the proxies, we are sanctioning, if not all, most of the proxies, what we've got proxies. We are calling Tehran to use the influence against the proxies. And concerning our approach to Iran, we are sanctioning entities who are involved in the development of nuclear weapon. So it's not as different as it seems. The difference is geography, geography because we are located in the far east, and Israel is in the middle east. Israel feel much more about the ballistic missiles. It's not much more about the proxies than we're feeling about Iranian ballistic missiles or proxies. It's not pointing at us. It's pointing to it as well. And also there is a history of Israel, of Jewish people experiencing Holocaust, and when you experience Holocaust and you have a nation who say death to Israel and developing nuclear weapon, you have a different magnitude of animosity towards that nations, which we do not have. So I want to talk about the North Korea parallel in a little while, but first just to take a little bit deeper into Japan's long-standing relationship with Iran. Again, you're a close diplomatic ally of the United States. You've got a strong relationship with Israel, but you've had this long-standing relationship with Iran that continued after the '79 Islamic Revolution. Can you assess what practical diplomatic value Japan's long-standing relationship with Iran has provided or provides today? Yes, we can talk to the Iranian. Iranian probably trust us. Iranian are openly saying that we don't trust in many Americans. And pretty much sure that they do not have any much of a trust to Israel, but they trust us. So in times of difficulty that, let's say, we are having vis-à-vis Iran, it helps. It helps. I can give you a small example. For example, one of the examples is when our ships were in the Persian Gulf during this war, Iranian were offering us to get our ship out. And our Prime Minister was making press conference things that I talked to, I talked to the leadership of there, and we got our ship out. This is something that we could do because of our relationship, we see one. So it's interesting. I want to talk about that example, but just going back about seven years, I think it was 2019, when then Prime Minister Abe visited Iran. And he traveled to Tehrani, met with then President Hassan Rouhani and the Supreme Leader Ayatollah Ali Hamine, and was doing a period of also very intense tension between Iran and the United States. Looking back at that initiative, the conversations, what did Japan learn about diplomacy and negotiation with Islamic Republic? Well, then Prime Minister Abe has talked about his visit to Iran after he stepped down, and in his him war. He was referring to that. visit to be coordinated with the US. So he was talking about the value of the relationship with Iran. But he was what he said in his memoir was that he was raising the example of a Japan's involvement in the all-field of Azadigan, which is one of the biggest all-field. And Japan was developing Azadigan under the sanctions of the US. We have to get out from that project, but then which country fills the gap? China, right? So he was writing about that example, saying that is it good for the US, who Japan, for the Western society, that we're not taking that and China is taking that and which is strengthening the relationship between China and Iran? Is there a good thing? That was the question of Abe. And he was talking to then President Trump, because there was a first Trump administration. And apparently he was telling to President Trump that he can talk to Hamid, and Trump can be very interested. And of course, during that time a national security adviser was Trump Bolton, and here has a very totally different idea about how to approach Iran. But Trump was basically asking Abe to do things, and he went to Tehran, and he made Ruhani, and he made Hamid, and he is he meaning Abe was writing his memoir that the difficulty was not with Ruhani, was with Hamid Ne. And Hamid Ne, basically he was recommending Hamid Ne to have a dialogue with the United States, according to what Abe wrote. Hamid Ne said, "I cannot, I have to be the hardliner." So the answer to Hamid Ne was, "I had to be the hardliner," according to the memoir Abe. So this is what he is describing. So the difficulty is the power structure of Iran, where you can talk to the President against something, but you always have a Supreme Leader who had to be a hardliner. So Mr. Bashar, I believe my memory is correct that after Prime Minister Abe met with Hamid Ne, and returned back to Tokyo, the Iranians fired on, I think it was a Japanese ship at the time. Okay, it was not so the ownership of the ship was a Japanese company, but the ship nationality was Panama, and Abe is writing about that event in his memoir that he didn't have a Japanese flag that ship, which is making things difficult to assess, whether they're firing towards that ship because of his visit or not. That is what Abe is writing in his memoir, a one-set event. That's interesting. I mean, I assume the Iranians don't have much of a problem with Panama, so it sort of stretches credulity to believe that they were firing on the ship because that had a Panamanium flag. I interpret that I remember the incident at the time that this was a direct, literally, shot across the bow to Japan that we know the ship is owned by Japan, and you know, we're going to just send a reminder to our Japanese friends that we don't appreciate their their mediation or their role. Again, it may not have been ordered by Hamid Ne, it may have just been some IRGC commander who decided to do this, it may have been a coincidence, or it may have been because there was a Panamanian flag ship, but I remember just being interpreted as quite an insult to Prime Minister Abe. Well, I mean, I told you what Abe is saying about that, I think his memoir, and the thing we don't know is that whether he was targeting a Japan ownership, because there was many Japan ownership, and there are Japan flag. There are ship with Japan flag there. So, so whether they did that, or they did want to shoot at some vessels, or some reason that we don't understand. So I want to talk about Iran's nuclear program. Japan approaches nuclear weapons from a very unique historical position, obviously, because of World War II, and nuclear non-proliferation has always been an important element of Japan's foreign policy. At the same time, the debate surrounding Iran increasingly concerns not only the possession of a nuclear weapon, but also the possibility of Iran becoming a threshold state, which they certainly were before Operation Midnight Hammer and Operation Rising Lion. From a Japan's perspective, what is the legitimate line between a civilian nuclear program and a nuclear capability that becomes unacceptable from a non-proliferation standpoint? Okay, our stance is that Iran has the right for civilian nuclear energy and being a member of the NPT. It is stipulated in NPT, but that right comes with a responsibility under the condition that they abide all the obligation of IAEA. And right now, Iranian are doing that? No, I mean, they have banished all the inspector. I mean, 60%. That's a little bit too much. We are not seeing how many percent, but in one of the press conference in 2019, we're seeing that they have to go back to the obligated to agreed number, which was during that time the GCP away, number 3.75%. So that was the press conference that we had. Does it mean that they have the right to go to 3% or 4%? We are not seeing that. But we're just seeing that. So it's interesting on the nuclear question. And there's been a huge debate, and I was a very big debate around the GCP away, because the GCP away ultimately granted Iran enrichment capability on their soil. Despite the fact that there have been at least five U.N. Security Council resolutions calling on the suspension of enrichment and reprocessing, by Iran. There's also, I think, the last count, 23 countries in the world that have civilian nuclear programs, but don't have enrichment or reprocessing on their soil, and they buy their nuclear fuel from abroad. So there's certainly, I think, a strong argument. I've made the argument over the years that Iran is entitled to a civilian nuclear energy program, but the Islamic Republic should not be entitled to enrichment or reprocessing, because it raises the risk that with that capability, they can become a threshold nuclear power. And at the turn of a screw, at a time of their choosing, they can develop nuclear weapons. Japan's interesting, because Japan is an exception to that rule, in that Japan has a robust civilian nuclear program. But you do have the ability to produce domestic fuel, energy fuel, on your soil. But Japan is also a member of the NPT, and my understanding is strictly complies with its NPT and IEA obligations. So I think Japan and Iran represent an interesting contrast. There you have Japan, a democracy, faithfully abiding by its obligations, and having domestic enrichment reprocessing the ability to produce civilian nuclear energy. But Japan has a nuclear infrastructure that if it wanted to, and it doesn't, but if it wanted to, could turn that infrastructure into nuclear weapons. But no one worries about Japan. No one's losing sleep over Japan becoming a nuclear weapons power. Islamic Republic of Iran is the leading state sponsor of terrorism, flagrant violation of its NPT obligations, and it seems to me, and it seems to many people, that Iran was on the pathway to develop nuclear weapons. It was not interested in civilian nuclear energy. It wanted that capability to develop weapons. Is that consistent with the way Japan has viewed the situation, or is it Japanese policy take a very different view that Iran can have domestic enrichment or reprocessing like Japan? And it's a civilian nuclear energy program doesn't represent a nuclear weapons and nuclear weapons proliferation risk. Okay, so it compares in between Japan and Iran. He's not a very comfortable one for me. I mean, I mean, being compared to Iran is not probably the most good example I've heard. But as I told you, we consider that we consider NPT very seriously. We consider non-proliferation very seriously, not only because of our experience, but because as a security kind of issue, we believe that proliferation on nuclear weapons is bad for our security. From that aspect, if Iran has, as you have said, B allying intention. of trying to be close to the threshold and jump to possess nuclear weapon in certain period of time. That's not the things that we want. So it depends on how we assess the situation of this moment, but certainly we don't want in round to be close to get nuclear weapon. Sure. Okay, so I think we all agree and there's certainly no comparison between Japan and Islamic Republic of Iran. If anything, I would make the case that they are completely different case studies that no one is losing sleep over Japan's civilian nuclear program precisely because Japan is a responsible liberal democracy that is in full compliance with its non-proliferation treaty and IAEA responsibilities in Islamic Republic. It's a complete opposite leading state sponsor of terrorism, engaged in war and violence, and is in flagrant violation of its nuclear obligations, which is why we should never give the Islamic Republic of Iran domestic enrichment or plutonium reprocessing because the risk of giving them that means that they will go for the bomb. But I want to ask you about the question of diplomacy, deterrence, and the Israeli perspective because I think a central argument in Israel is that negotiations with Iran, like the JCPO, made delay aspects of Iran's nuclear program, but they're not under, they're not resolving the underlying strategic problem. If anything, the JCPO merely kicked the can down the road and would give Iran these patient pathways to nuclear weapons when many of the restrictions were going to disappear a sunset. And Israeli officials, I think increasingly American officials, believe that you are not going to resolve this problem through diplomacy alone, but you need to have the credible threat of military force or even the application of military force in order to stop Iran from developing a nuclear weapon. How does Japan assess that argument that diplomacy with Iran has to be accompanied by credible deterrence and either the threat of military force or when needed the application of it? We're not against anything like deterrence and a combination of deterrence, military kind of deterrence against Iran or North Korea or any country. And a combination of that with diplomacy is nothing that we have anything against. For example, I believe we're going to talk about North Korea later, but this is exactly what we're trying to achieve with North Korea. So if, and now that is well, is thinking about the combination, I think it's very natural for us all to think that way. So we don't have anything against that. So Japan, when to pose circumstances in which military action against nuclear infrastructure could become necessary or does Japan believe that these questions have to be resolved through diplomacy alone? First of all, we are not going to be the one who is going to apply military forces against Iran in order to stop the nuclear development. And we don't feel that necessity, Japan. So we're not going to be the one who is going to judge when and if military pressure or application of metaphors is necessary. But the case of, for example, North Korea, in 1993, there was a nuclear crisis in the Kuwait Peninsula. And we're talking very seriously with the American government about military operation in the Kuwait Peninsula. And all the kind of issue related to US-Japan security treaty, I mean US-Japan alliance, was on the table. But in 1994, June, President Carter visited Pyongyang and the military operation was canceled. But it means that if there is something necessary, it's not something that we are excluding from the first kind of freeze. Yeah, so let's jump into the question of the lessons from North Korea. Because obviously that's a direct security threat to Japan. I think we have an example of how a rogue state that was in pursuit of nuclear weapons, ballistic missiles, and certainly threatened not only South Korea, but threatens Japan in the region, was able to game the system. Was able to use diplomacy with the United States and with other countries to advance its nuclear weapons program. There wasn't sufficient deterrence because I think the North Koreans didn't believe the United States or Japan or South Korea would use military force to stop it. There was a flawed agreement, which was signed with the objective of constraining North Korea's ability to develop nuclear weapons, it turned out to be a fatally flawed agreement. And now we have North Korea in possession of multiple nuclear weapons, long-range ballistic missiles working on intercontinental ballistic missiles, a huge conventional military threatening South Korea, threatening Japan, and it's a problem from hell. It's one of these problems that you have much more experience and I wouldn't even begin to understand how we solve the North Korea problem. So with that, I mean, are there lessons from Japan and America's experience in North Korea that are relevant to the international community's approach to Iran? I think on North Korea, which means very, very tough on North Korea, on the sense that we have to keep the military pressure. Dialogue is okay, but should always, always accompany strong military pressure and economic sanction and so on and so on. And we are, we were, and we are very reluctant to alleviate any of this sanction without any meaningful kind of step that North Korea is going to take. The challenge was that it was always a trilateral approach, not only the US, but with South Korea. And you have always the element of China and Russia. Hence, there was a six-party talks. Hence, we have many of the coordination we're having trilateral with South Korea in the States. But it was not always consistent from a viewpoint that the necessary pressure to North Korea was kept. From the viewpoint of Seoul, when you have a conservative kind of administration, there is totally aligned with us about the pressure. But when you have a progressive kind of administration in Seoul, there is much more eager to have dialogue even by paying the North Korean. So my kind of feeling is that if you have to pressure some country to let's say do something like denuclearization or giving a nuclear program, you have to have a strong alliance. And you should not be waving from the right side to left side, left side to right side, which they're going to take advantage. It's interesting just to think about what the mistakes that are made with respect to North Korea and what we can learn about how not to repeat those mistakes with the Islamic Republic of Iran. You talked about the importance of the unity of the alliance, and that alliance had certain fractures and fissures that the North Koreans were exploiting at the time between the United States, Japan, and progressive South Korean governments. You always had the role of China and Russia that we're providing support to North Korea, and we're problematic players. And again, I certainly don't remember in the beginning, but certainly through the crisis with North Korea, it's hard press to think that we had a credible military option or the North Koreans never thought we had a credible military option in order to deter their nuclearization. But you also didn't have a country like Israel that had the willingness and the capabilities to use military force or at least had the credible threat of military force that could be used as leverage against the Islamic Republic of Iran. I know these are two very different cases, but I'd love to draw you out on some more lessons that you sort of learned from your experience in North Korea with respect to Iran. On that, during the first Trump administration, Trump was threatening North Korea about fire and hell, and he was very much implying that war may be a possibility. And during that time, I was responsible for security policy in the Ministry of Foreign Affairs, and I was commuting to the Pentagon to talk about all kinds of possibility. So, North Korea was listening, they got serious, and we're very strong about denuclearization, we're talking about what we call CVID, complete freedom. ifiable irreversible denuclearization. That was a buzzword, CVID. But again, there was one neighboring country who had a progressive administration who hated that CVID, telling us that it's impossible. Or thinking, or the leadership thinking of Japan during that time, was that the only thing that North Korea cherished more than its nuclear weapon is the survivability of this regime. So we have to put the survivability of that regime at stake in order to let them make some strategic decision. But that idea was not totally shared amongst allies. Yeah, and then I think President Trump, unlike in the case of Iran, but in the case of North Korea, it decided to go from, you know, fire and hell and threatening the North Korean regime with US military force and punishing economic sanctions and veered into a diplomatic path with the North Koreans, a meeting with Kim on the DMZ and all talk about an agreement and, you know, building beach side condos on the coast of North Korea. Just to take us back to those days, I mean, was that a shock to Japan to see the United States go from kind of maximum pressure to maximum engagement. And then ultimately, we saw the results of that, which was a so diplomatic failure. So the Singapore meeting to place in 2018. It was announced, when the National Security Advisor of South Korea went to Washington. So that was the trigger. But we're thinking, okay, I mean, if if President Trump make a decision to talk to Kim Jong-un and do some difficult decision, let's see, let's see. And I believe that President Trump was making the case that he can turn North Korea to economic, financial kind of country. You know, promising something very good. Yeah, make North Korea great again. And showing him some film, how he can turn North Korea to something prosperous and so on. So it didn't bite. It didn't bite, too bad. Yeah, I mean, my view is these dictators don't buy this because they understand that a prosperous and stable North Korea or Iran is the threat to them. I mean, the last thing they want is prosperity and stability and freedom for their people because that's the threat to the regime. Let's move. I want to go back to North Korea. But I want to come back to an issue I think that is really critical for Japan, which is energy security and maritime stability in the Middle East and in Hormuz. Obviously, Japan has a heavy dependence on energy supplies from the Middle East. And so it makes freedom of navigation and stability across the straight of Hormuz very important. What's your assessment of where we are today with Hormuz, US progress towards opening Hormuz implications for Japan? And give us a sense, too, of, I mean, obviously Iran affects your maritime traffic. And it gives Tehran particularly leverage over Asian economies, including Japan. Are you more optimistic today that we are winning the battle of Hormuz against the Islamic Republic of Iran or you still see significant challenges? First of all, or dependency to energy dependency to the Gulf or to the Middle East. You have to take that into context. The energy supply in total of Japan, we rely, let's say, the number, the percentage of what we rely on oil is on the total kind of energy supply is something around 35%. And the rest are LNG, coal, renewable, nuclear energies, one so. And when you're talking about dependency on the Middle East, you're just talking about oil. Because LNG is getting supply by Australia, Malaysia, all these other countries. Coal is coming from outside the Middle East. So it's about oil. And it will use a total supply oil is just 35%. If you're talking about electricity, you're talking about oil component is just 7%. So yes, we're dependent on the Middle East. We rely on the Middle East. But you have to think about the context. It's not that we're heavily, heavily dependent on the Middle East about our total energy. This point number one. Point number two is that when this issue of Hormuz happened, or Prime Minister was making clear that with the stockpile that we're having of oil, we can just provide everything until the end of this year, 2026. And the price of gasoline had been kept by subsidies to around 170 yen, which is roughly about a little bit $1.3.5. That's exactly. Per liter, polita, polita. Which is about roughly $4 a gallon. Yes, exactly. So we were extremely unhappy about what's happening in the Gulf. And we're making the stance very, very clear that we want the Gulf to be open, the Persian Gulf to be open. And without any country taking any money, we don't accept that. We are co-hosting the Prime Minister's conference on the free navigation and freedom of navigation in the United Nations, for example. But the problem was much more about Asia. And Prime Minister Takaichi convening a meeting of leadership of Asia, called Power Asia, by providing assistance to other Asian countries in order to alleviate their kind of burden on energy. So to make the case that when the US and Iran was making the case that Iran were thinking that the US is going to weaken in position because time is on their side. We're making the case that we're making to make sure that Asia is not going to be the one who is going to cry to the United States to stop the situation. So yes, we think that the Persian Gulf is extremely important. But we understand what the US was doing. And we supported that, and we're making sure that Asia is not going to be the burden on that. Yeah, I mean, the good news is thanks to the brilliant work of Amal Cooper and Sen Kam and the US military, I think we're back to now pre-war levels of oil coming out of the region. Yes, if you deduct Iranian oil, which was a two million barrels a day and is now almost zero. So Iran is not being able to export any of their oil. But everybody else is getting oil out. Exactly. Exactly. So we're obviously in a much better position. My view is we won the battle for Moose and the Islamic Republic played the Hormuz card at its weakest point, not when Ali Khamenei wanted to play it, which is when he had nuclear weapons, missiles, drones, a Chinese Russian built military, and was in a very powerful position. And then could control Hormuz permanently, because we wouldn't be able to deal with Iran's retaliatory potency. His son, Marshtab Hormuz, played Hormuz without all of that, no nuclear weapons, no ICBMs, dwindling inventory of ballistic missiles, and thanks to the US military, we've taken Hormuz away from them. So I think it's been clearly, clearly, Iran is weaker now. This weaker. And they're having a huge difficulty economy difficulty right now. This is a result of the war. Yeah, I mean, it's interesting. Mr. Marshtab, I'd love to get your assessment, because certainly the conventional wisdom for many, many months has been the United States and Israel losing, Iran is winning. Some of that narrative is beginning to shift now, particularly because I think people are now recognizing that the US has won the battle of Hormuz. But what is your overall assessment as the ambassador sitting in Israel, but also viewing this with decades of experience and in security policy and experience looking at the Islamic Republic of Iran over many, many years? Are they losing or winning? Well, I mean, it's difficult to say losing, winning because it's not such a black and white. But from the National Interest of Japan, my personal belief is that we need the resources of the United States in the Indo-Pacific, which is the most important vibrant kind of place. And when China is going to do some, if China do some kind of operation, military operation, we need the resources of the United States to be in Asia-Pacific. And if Iran is weaker, and Iran do not have enough of capability or less of capability to disrupt this vision, this is good news for us. Yeah, that's interesting. I mean, I think in some respects that's counter-narrative, because the narrative, I think, from many in Washington, those who oppose the Iran War, those who are deeply concerned about China and the Indo-Pacific, is that the Iran War was a big distraction. From the central challenge of China, as well as a munitions problem, because we expend it so many munitions in this war that are now not available to us to try to deter China from invading Taiwan or causing additional mischief in the Indo-Pacific. I have a different view than the conventional wisdom, as usual, but I wonder what your assessment is. I mean, are we weaker today in countering China than we were before the Iran War, or are we stronger because of our relative success in actually diminishing Iranian capabilities? Okay, we may be talking about the relationship between Iran, North Korea, China and Russia later on, but the nightmare is one conflict is going to trigger another one, and you have multiple kind of confrontation, one in Kremlin, one in Taiwan, one in Iraq, and one with Russia. And that nightmare with Iran getting weaker, the possibility of that nightmare is smaller right now. And Iran is still suffering the damage of this war, with its weakened economy, the currency is falling down, inflation is high, you got all this situation. Now, U.S. is concentrating on the mid-term election right now, so it's clear that now Iran is weaker. But the overall assessment of this war is a little bit too early to say, because we'll see what's going to happen in Iran ultimately. We can talk about the domestic situation Iran later, but there aren't trouble right now. May as a quick question, just on a nation's issue, because I do struggle with this issue, I think people are right that we have a munitions challenge, which I think preceded the Iran war. If anything, I think the Iran war was a wake-up call to Pentagon and to the defense industry that we needed to start to address problems that we'd ignored for many years, and that I think you started to see a rapid increase in expansion and production capability, many of these new Israeli defense tech companies and American defense tech companies that are really innovating in ways that they can now provide scale, and I think we might be in a better position vis-a-vis China. As long as China doesn't go for Taiwan anytime soon, I think we'll be in a stronger position. Tell me a little bit about on the Japanese side. In terms of, I mean, Japan has doubled its defense budget. Japan has accelerated its own defense production. Where is Japan today in terms of its own ability to meet any short flaws that maybe the United States has in the Indo-Pacific? Okay, so we are. We believe that we have to be stronger and to solve most of the problem by ourselves, first of all. So, for example, China is intruding or territorial water around Senkaku periodically. They're doing that with what's it called, Coast Guard vessels. And we have to deal with that with our Coast Guard vessels, but we're doing that by putting more vessels than China is putting, meaning that when it comes to the issue of defense of Japan, and what's happening on the day-to-day basis, challenged by North Korea, by China, we basically process the capability to deal that by ourselves. And we're trying to increase that, which is something that is the conclusion of this administration and the past administration. But at the same time, we need to strengthen the alliance with the United States. But in all the strengths and the alliance with the United States, we need to do more about ourselves. And thirdly, we need a network of mining countries. So, within the Indo-Pacific, we're creating security relationship, strengthening that with countries like Australia, with South Korea, with Vietnam, Indonesia, all these countries. So, this is how we're trying to deal with all the challenges we're facing with. I remember, the Vice President of JD Vance was, I think, was quoted as saying that when he goes around the world, he tells countries to be more like Israel. I think what he meant is exactly what you've explained, which is countries that have the military capabilities and intelligence capabilities, where they can project power in their own region against common enemies. And even though there's obviously a lot of debate about Israel and Washington from the left and the extreme right, I think that the Trump administration has identified Israel in their national security strategies, quote, a model ally. I think it was exactly the wording that they used. And I think that was the idea. This was a model ally because Israel was able to fight against common enemies without U.S. support and where the United States decided after Israel that destroyed Iranian air defenses and lowered the risk for American pilots. It came in with Midnight Hammer and was able to destroy the Fordo facility and then President Obama made a decision in February that he needed to go back in and destroy Iran's remaining war-making capabilities and nuclear capabilities. Is it fair to say that there is an opportunity for Japan to be the Israel of the Indo-Pacific? Would you think that's an appropriate characterization and where is a knot? Okay, so I'm a big fan of Israel being here and being ambassador here. And I believe that stronger involvement of Israel in the Indo-Pacific is good. And I believe the stronger relationship between Israel and Japan is good. I genuinely believe that. But about Japan becoming Israel, it's not the way I would describe, just as Israel is not going to be Japan. Oh, we're different. We're different. And first of all, the challenge is different. You know, we are not facing Iran. We're facing China. And facing Iran and facing China are very, very different, I would say. Even facing North Korea is different because the possessing nuclear weapon and the capability of the ballistic missiles is, frankly speaking, superior to the Iranian one. So, and facing these countries and Russia at the same time in the geography, I mean, a little bit different kind of situation, I would say. Yeah, I think you're being understated. It's a completely different situation in terms of the nature of your enemy. I mean, how formidable the enemy is China, obviously, a massive country, superpower, nuclear weapons, ICBMs, huge military, North Korea, nuclear weapons, ICBMs, regime that is, is also incredibly threatening. And also, also, I think, in the United States, as you have pointed out, Israel is becoming, unfortunately, a very controversial kind of country. I don't like that, but it's a reality. I mean, at least how the progressive part of the United States is talking about Israel and how, how all the demonstrators are happening over there, you know, that against Japan, I think. Being progressive, being mega, any, any kind of element in the US political arena would not make a huge issue of the relationship with Japan. So let me define on that. So I think that's true, Mr. Ambassador, but I do always caution my friends that what happens to Israel doesn't stay with Israel. Israel isn't in many respects the canary and the coal mine. And I worry that there are elements of the American right and the elements of the American left that could turn on other allies. And if they turn on Israel, they could turn on others. I mean, I think they're elements of the right that have turned on Ukraine. I think President Trump has certainly been in major fights with traditional allies in NATO and Canada. Mostly on trade policy, but you know, that obviously economics can can bleed into other areas. It is inconceivable that in some respects that the Democrats or Republicans could turn on Japan. But I do imagine a scenario where Japan has to get much more forceful in confronting the threat from North Korea and from China and that their elements of the American polity who believe that Japan is dragging us into war with China or dragging us into war with North Korea. And you could see the political trend lines changing. So again, I'm always concerned, I really do believe what starts with Israel doesn't end with Israel. And I think all democratic countries that care about democracy and also worry about the threat from this access of aggressors, China, Iran, Russia and North Korea should be very cautious and careful and concerned about what's happening to Israel domestically. Sure. I mean, we cannot take for granted in the United States. I mean, U.S. is going to act based on this national interest, not on the national interest of any other country. This is clear. And this is crystal clear to us. And hence, I go back to the first point, that we have to do much more thing by ourselves. We have to be much stronger. We have to spend much more on military. And at the end of this year, our prime minister has been committed to amend the three strategic document in order to beef up, basically, defense capability. So we're on that. Let me end this so you've viewed Iran from senior positions in Tokyo and now from Israel. I think it gives you a very interesting and unusual perspective on these different governments and understanding their strategic perspectives. If you could convey one message to Iran's leadership about how Israel perceives Iran or what Israeli society is like, and one message to Israel's leadership about how Iran perceives Israel and what they may be missing about the Islamic Republic of Iran, what would those messages be? Well, I mean, to the Iranian, I'll just tell them that stop shouting that death to Israel. I mean, Israel people are taking that very seriously. And you are missing a very huge strategic opportunity because if you can have some kind of relationship with Israel, it's going to be a game changer. It's going to be a game changer. So if you think that U.S. is a big satan and Israel is a smaller satan under the United States, Iran, Iran, there are very different views between U.S. and Israel from time to time against Iran. And for Iran, you may play Israeli card in a positive way so that if you can do something with Israel, it's going to be a game changer. And by the way, Israeli people is against the regime, it's not against Iranian people. And before the revolution, you have a wonderful relationship with Israel, so don't forget about that. This is going to be the message to Iranian. To the Israeli, I would say that I understand about how you feel about the existential threat of Iran, but look at the bigger picture. The bigger picture is your relationship with the United States, the relationship always also Western kind of world, and this Western world of democracy, of like-minded country, essentially, which is going to have to face not only Iran, but China, Russia, North Korea, all these countries. So if you put yourself under this bigger kind of picture, there is a way to do things. And when you are in a situation where you got all the things that's happening against you in Western countries, something is wrong. I think that's great advice, obviously something needs to change, and we'll see what happens in Israel over the coming months and years. Mr. Ambassador, thank you. First I want to thank you for appearing on the show. I want to thank you for your friendship. I really enjoy the time that we spent together, your remarkable host, an amazing intellect, and it's really been a real honor to get to know you and to build the relationship. So thank you, sir. Thank you very much, Mark, I enjoy, and it's not going to be the last time there. So that's it for today's episode of the Iran Breakdown. If you want to better understand what's really happening with the Islamic Republic, please subscribe, rate us five stars, and show this to people who need to hear it. It's your first time here. Go back to episode one. That's where we began laying the groundwork in an episode with Crown Prince Resa Pallavi. You can find me on X, an Instagram at M.Dubowicz, or M-D-U-B-O-W-I-T-N-C. I'm Mark Dubowicz. Thanks for listening and look forward to breaking it down again with you next time. [BLANK_AUDIO]

Podcast Summary

Key Points:

  1. From Tokyo, Iran is seen as a nuclear proliferation challenge within a broader regional security context, while in Israel, it is perceived as an existential threat due to geography and history.
  2. Japan and Israel share concerns about Iran’s nuclear ambitions, but differ in approach—Japan emphasizes diplomacy and economic engagement, while Israel prioritizes hard power and deterrence.
  3. Japan’s long-standing diplomatic relationship with Iran remains valuable, as Iran trusts Japan more than the U.S. or Israel, demonstrated by offers to assist Japanese ships during conflicts.
  4. Japan’s experience with North Korea shows that diplomacy must be paired with strong military deterrence and alliance unity, a lesson relevant to Iran but with key differences in threat dynamics.
  5. Japan believes Iran’s current nuclear activities—especially enrichment and reprocessing—violate its NPT obligations and pose a proliferation risk, unlike Japan’s own civilian nuclear program, which is seen as responsible and non-threatening.
  6. Japan supports a combination of diplomacy and deterrence but does not advocate for direct military action against Iran, emphasizing alliance coordination and regional stability.
  7. The U.S. and Israel have regained strategic dominance in the Strait of Hormuz, with Iran weakened by military losses and economic strain, shifting the regional balance of power.
  8. Japan sees value in strengthening its own defense and regional partnerships in the Indo-Pacific, but cautions against assuming Israel’s model of regional autonomy can be directly replicated.

Summary:

The conversation between Mark Dubowitz and Ambassador Yusuka Arai highlights the contrasting perspectives of Japan and Israel on Iran’s nuclear program and regional threat. While Israel views Iran as an existential danger rooted in historical trauma and proximity, Japan sees it as a proliferation challenge within a broader security framework, prioritizing diplomacy and economic engagement. Japan’s long-standing diplomatic ties with Iran remain valuable, offering trust and practical support during crises.

Arai draws key lessons from Japan’s experience with North Korea—demonstrating that sustained pressure, alliance unity, and credible deterrence are essential in countering rogue states—though Iran’s threat profile differs significantly due to its geography and capabilities. Japan firmly opposes Iran’s domestic enrichment and reprocessing, citing violations of its NPT obligations, while affirming its own civilian nuclear program as responsible due to its democratic governance and compliance. S.

and Israeli military actions curtailed Iranian influence. Japan believes that while the Indo-Pacific faces serious threats from China and North Korea, the weakening of Iran reduces regional instability. Arai stresses that Japan must strengthen its own defense and regional partnerships, rather than emulate Israel’s model.

S. could threaten allies, underscoring the need for self-reliance. Finally, he urges Iran to stop the hostile rhetoric against Israel and recognize the strategic value of engagement, while advising Israel to see the broader geopolitical landscape—where China, Russia, and North Korea also pose threats—so that diplomacy can prevail over narrow national security fears.

FAQs

Japan and Israel both oppose Iran's nuclear development, but Israel sees it as an existential threat due to its proximity and history of violence, while Japan prioritizes non-proliferation and diplomatic engagement, especially given its distance from Iran and broader regional security concerns.

Iran trusts Japan more than the U.S. or Israel, and this relationship has proven valuable in times of crisis, such as when Iranian authorities helped evacuate Japanese ships during the 2024 war in the Persian Gulf.

Japan does not oppose deterrence or military pressure, but it does not believe Japan should be the one to use military force against Iran. Japan emphasizes a combination of diplomacy, sanctions, and alliance-based deterrence.

Japan learned that diplomatic agreements must be backed by strong, consistent military and economic pressure, and that alliance unity is critical to deterring rogue states—lessons that are directly applicable to addressing Iran's nuclear ambitions.

Japan believes the U.S. and allied efforts have successfully diminished Iran’s ability to control the Strait of Hormuz, with Iranian oil exports now nearly zero, and regional oil flows restored to pre-war levels, indicating a strategic victory for freedom of navigation.

Japan views Iran as a security concern, but not an existential one, unlike Israel. Japan's primary focus is on non-proliferation and economic stability, while Israel’s view is shaped by the historical and existential threat of nuclear-armed Iran.

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