Esfandyar Batmanghelidj Profile picture
May 21, 2024 16 tweets 5 min read Read on X
1. Sanctions have had a very significant negative effect on aviation safety in Iran.

But the idea that they contributed to the recent crash and the deaths of Raisi and Abdollahian makes little sense.

Recent reports by FT, NYT, and others taking that line miss some key details. Image
2. Old aircraft are not *necessarily* unsafe. The helicopter carrying Raisi was built in 1994.

Until a few years ago, the fleet of Marine Helicopter Squadron One, which transports the US president, included old Sikorsky VH-3Ds, including one from late 1970s. Image
3. The maintenance and refurbishment of the aircraft are what really matter.

Here, sanctions may have had an impact by making it more difficult for Iran to procure parts for the Bell 212, which is an American-made helicopter.
4. But the Bell 212 was widely produced and remains in operation across the Middle East. Parts would be available in the region.

For Iran, a 1990s helicopter is actually going to be easier to maintain and operate given less reliance on complex tech and advanced avionics. Image
5. The accident history of Bell 212s in Iran supports this view.

There are four accidents to date recorded in the ASN database (same as UAE and Iraq), of which three were fatal.

Weather and human error are the reasons for these accidents. Image
6. You can actually read the Iran Civil Aviation Organization investigation into the April 2018 accident which killed four people.

They concluded pilot error caused the accident.
aviation-safety.net/reports/2018/2…
Image
7. The aircraft, which was built in 1981, had been inspected and deemed airworthy ICAO that year. The operator was a civilian company.

If a civilian operator can get parts to keep a Bell 212 airworthy in Iran, then surely the Iranian Air Force and HESA can manage to do the same.Image
8. Notably, one of the four accidents recorded in Iraq was investigated by the NTSB because the aircraft was a Bell 212 operated by the U.S. Department of State.

The cause was pilot error... but the old bird was built in 1971!

That's way older than the helicopter in Iran. Image
9. We also need to think through what aviation safety means in this context.

When we say sanctions impact aviation safety in Iran, small increases in risk accumulate across large fleets, especially in airplanes.

I've written about these impacts before.
bourseandbazaar.com/articles/2018/…
10. Selecting a helicopter to transport the president is a different proposition. It's a single aircraft.

To suggest sanctions had a role implies that Raisi and Abdollahian were transported in an aircraft known to have technical vulnerabilities and there was no other choice.
11. The FT's own graphic shows that Iran has several Bell helicopters in active service that are less than 5 years old.

This suggests there was no concern about the aircraft used by the president, which had the tail number 6-9207. Otherwise a newer aircraft would've been used. Image
12. Have sanctions prevented Iran from procuring more modern helicopters, possibly with better safety technology?

Yes. Most of Iran's helicopters are very old.

Did sanctions force the president and foreign minister to be transported in an aircraft with known faults?

No.
13. Finally, there could have been some kind of catastrophic failure with the aircraft that could be connected to some defective part or substandard maintenance.

But we can't ignore the *obvious* reason for the crash.

The Bell 212 is not cleared for low visibility flying.
14. The helicopter got caught in bad weather, there was no visibility, the pilot got disoriented, and the chopper clipped some trees before crashing into the mountainside.

The question is why they were flying in bad weather? Was it negligence? Did the weather suddenly change? Image
15. Those are the questions that the investigation will need to answer.

There are lots of stories to tell about sanctions making lives harder, more miserable, and more dangerous in Iran.

But the demise of Raisi and Abdollahian in a helicopter accident isn't one of them.
16. Small postscript to say "that year" in Tweet 7 refers to the year of the accident, not 1981.

The Bell 212 in that incident was inspected and deemed airworthy the year it crashed.

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More from @yarbatman

Aug 22
1. A few thoughts on snapback and Iran's apparent lack of action to avoid the return of EU/UK sanctions...

Reports suggest that @araghchi did not bring forward any proposals to avoid the E3/EU triggering snapback.

I think this is deliberate and not just negligence. Image
2. As Iran sees it, Europe is set to reimpose sanctions when:

The nuclear program has been significantly damaged by US airstrikes.

More sanctions will only add marginal economic pressure on Iran.

No commensurate action has been taken to address violations of norms by Israel.
3. In this context, the Iranians perceive the European push for snapback to be devoid of rationality.

Even if Europe succeeds in pushing snapback through as a legal matter, what will the move achieve that seven years of US maximum pressure and seven B2 bombers could not?
Read 23 tweets
Jun 14
1. Iran cannot match Israeli firepower in the short term, but on a longer horizon, it can likely ramp-up production of ballistic missiles and drones.

Reports suggest that Iran is producing around 50 ballistic missiles per month. To me that seems like a floor, not a ceiling. Image
2. There's a view that Iran is a highly militarized country. In reality, a relatively small proportion of Iran's industrial base is dedicated to defense production. Mobilization of resources will be challenging for Iran, but Israel is fighting a country with latent capacity.
3. Iran's defense industrial base is much smaller and less sophisticated than that of Israel, but it is embedded in a much larger manufacturing sector.

Manufacturing accounts for just 11% of Israel's economy, but around 20% of the Iranian economy.
Read 11 tweets
Apr 1
1. Why hasn't China made bigger strides to develop an alternative to the US-led global financial system?

We've been talking about "de-dollarization" for years and the RMB still accounts for a tiny fraction of global trade...

What if China isn't *really* trying to de-dollarize? Image
2. The general theory of de-dollarization is that the increased use of economic weapons such as tariffs and sanctions by consecutive American administrations is spurring China to take the lead on the creation of an alternative financial system (which Russia, Iran etc. also want).
3. As @daniel_mcdowell and others have detailed, China has certainly worked to develop new payment messaging systems, central bank digital currencies, and swap lines that could amount to the building blocks of a new financial architecture, one that doesn't depend on the dollar.
Read 25 tweets
Feb 19
1. @Brad_Setser's new NYT op-ed argues that China presents a "danger the world economy" because of its enormous trade surplus in manufactured goods.

I think he is identifying an important issue about imbalances.

But his argument and this chart ⬇may exaggerate the problem. Image
2. At first glance, the chart substantiates the claim that China is exporting a disproportionate volume of manufactured goods to the world, even compared to other big industrial exporters like Germany and Japan.

But the chart presents surpluses as a share of *global* GDP.
3. This is a peculiar choice. If we want to contextualize China's growing exports of manufactured goods, we need to think about China's growing economy.

Setser rightly points out that the total value of Chinese manufactured exports have surged, especially since the pandemic.
Read 18 tweets
Feb 4
1. So Netanyahu came to Washington and what he got is a memo on Iran, not an EO with new sanctions designations.

Trump said he is "unhappy" to sign to memo, and that he hopes it "will hardly have to be used," while also stating he wants a deal with Iran.

Huge shift from 2018. Image
2. If Trump was really aiming to resume maximum pressure, he would have signed a new EO to widen sanctions on Iran's oil sector, and Treasury would have designated Chinese ports and refiners pursuant to the EO in order to reduce volumes of Iranian crude flowing to China.
3. These ports and refiners are known targets and the Biden administration had almost certainly prepared the designations that are ready on the shelves of OFAC.

Biden didn't enact these sanctions because of concerns of blowback for global oil markets and US-China relations.
Read 6 tweets
Feb 2
1. If there’s any geopolitical logic in the Trump tariffs, this is it:

To sustain the fleeting unipolar order and keep “America first,” the US doesn’t need to confront adversaries. It needs to coerce allies.

Trump is testing how economic coercion can make *allies* obey. Image
2. US political and business elites increasingly believe that the rules-based order and globalization has served to reduce the hard power gap between the US and its rivals, especially China. This threatens unipolarity.

Biden’s braintrust helped usher in this new consensus!
3. @adam_tooze has written extensively on the striking coherence between the outlooks of the two administrations.

Trump, like Biden, wants to move away from the current international economic order, to put “America first.”
lrb.co.uk/the-paper/v46/…
Read 15 tweets

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