CRANK Call is a monthly review of developments involving cooperation, and at times contention, among China, Russia, Iran, and North Korea (the CRANKs).

September Highlights

Russia and Iran strengthen relations after tensions over June war, conclude deal for nuclear power plants

Russia and Iran have taken several steps in recent weeks—both rhetorical and substantive—to shore up their bilateral relationship after a number of Iranian officials expressed disappointment with the level of support they received from Russia during the military clashes with Israel and the United States in June. Major General Abdolrahim Mousavi, Chief of Staff of the Iranian Armed Forces, said during a visit to Moscow on September 19 that Russia’s support for Iran against the Israeli attack had been “good and firm.” Joint statements issued during Iranian President Masoud Pezeshkian’s mid-September visit also emphasized the shared interests between Iran and Russia as countries targeted by U.S. and Western sanctions and opposed to a unipolar world order.

On September 24, Russian and Iranian officials signed a memorandum of understanding for a deal under which Rosatom will build four small nuclear power reactors in Iran, as part of Iran’s stated goal of acquiring 20 gigawatts (GW) of installed nuclear capacity by 2040. The provision of these reactors would be prohibited under the “snapback” of UN Security Council sanctions on Iran, which took effect on September 27 after a Russian and Chinese resolution to lift them failed to pass. Russia has made clear publicly that it does not recognize the renewed UNSC sanctions on Iran, arguing that the three European powers (“the E3”) that triggered the snapback mechanism lacked standing to do so.

Iranian legislator Abofazl Zohrevand also said, according to local media, that an additional group of MiG-29 fighter jets had been transferred by Russia to Iran in recent weeks as a stopgap measure pending the delayed delivery of Su-35 aircraft. He also confirmed reports of the recent delivery of Chinese HQ-9 air defense radars and missiles.
 

Russia may have supplied North Korea with naval nuclear propulsion technology

South Korean intelligence agencies are investigating what they believe to be a transfer by Russia to North Korea of two or three miniaturized nuclear reactors designed to power submarines. The reactor modules were reportedly not newly built but removed from decommissioned Russian nuclear submarines. North Korea has long sought to acquire naval nuclear propulsion technology—accessible to only a handful of governments worldwide—because it would enable the development of long-range ballistic missile submarines capable of striking the United States and remaining on station for extended periods.
 

China’s surging oil imports from Indonesia hint at new route for Iranian supplies

Chinese Customs Bureau data for August showed oil imports from Indonesia surging to 630,000 barrels per day (bpd)—an improbable figure for a country that is itself a net oil importer. This increase followed a tripling of reported imports from Indonesia in July. The spike coincided with a sharp decrease in imports from Malaysia, which had also been improbably high. Most of these volumes likely represent crude oil transferred from Iranian tankers to other vessels via ship-to-ship transfers near the Strait of Malacca. The buyers in China appear to be the same group of independent refineries that have made a lucrative business from processing discounted Iranian crude oil. Several of these refineries have been sanctioned by the United States, but their lack of connections to U.S. oil companies or banks have obviated the impact.
 

Charlie Kirk murder exploited for propaganda by Russian, Chinese, and Iranian outlets

In the weeks following the assassination of conservative media personality Charlie Kirk on September 10, there has been a massive surge in activity from U.S. adversaries seeking to use the event to stoke internal divisions and portray the country in a negative light. An analysis by NewsGuard, a company that tracks online disinformation, recorded 6,200 mentions of the killing in Russian, Chinese, and Iranian state-influenced media—many of which spread conspiracy theories or other false information. Some Russian outlets blamed Ukraine for the murder, while several Iranian outlets pointed to Israel. As Utah Governor Spencer Cox noted at a press conference on September 12, “What we are seeing is our adversaries want violence. We have bots from Russia, China, all over the world that are trying to instill disinformation and encourage violence.”

Links

China and Russia joined forces to oppose a European move to restore UN Security Council sanctions on Iran. (Reuters, PBS)

India tacked away from the United States at the SCO Summit, drawn by energy interests. (Economic Times)

A China–Mongolia–Russia agreement on the Power of Siberia 2 pipeline could reroute regional energy trade. (The Diplomat)

China showed unity with Russia and North Korea at the SCO Summit, though divisions remain. (Wall Street Journal)

South Koreans are reexamining their stance on nuclear weapons amid growing North Korea–Russia–China cooperation. (Chosun Daily)

China and Russia introduced a UN Security Council resolution to end sanctions on Iran, knowing it would be voted down. (Associated Press)

The head of Rosatom said Russia can help China surpass the United States in nuclear power generation. (Reuters)

Russia pledged to deepen cooperation with China in the Arctic. (South China Morning Post)

A sanctioned tanker delivered an LNG cargo to China from Arctic LNG 2. (Reuters)

Russian and Chinese submarines conducted a joint patrol in the Sea of Japan. (Washington Times)

Chinese imports of Russian crude oil dipped in August. (South China Morning Post)

Kim Jong Un attended the SCO Summit—his first time participating in a multilateral gathering of leaders—and received thanks from Putin for assistance in Ukraine. (BBC, Reuters)

Russia is helping North Korea catch up on conventional military hardware and technologies. (Wall Street Journal)

President Xi met with President Pezeshkian on the sidelines of the SCO Summit. (Embassy of China, Washington)

President Xi and Kim Jong Un met on the sidelines of the SCO Summit and pledged to enhance ties. (CNN, NBC News, Yonhap News Agency)

Kim Ju-ae accompanied her father, Kim Jong Un, on a state visit to China, underscoring her growing stature within the regime. (Chosun Daily)

Russian Foreign Minister Sergei Lavrov said the United Nations has renewed relevance in an era of multipolarity. (United Nations)

President Pezeshkian reiterated Iran’s pledge not to pursue a nuclear weapon at the UN General Assembly. (United Nations)

In a rare appearance at the UN General Assembly, a senior North Korean diplomat said the country will never give up its nuclear deterrent. (Associated Press)

Recent Analysis

China, India, and North Korea back Russia as changing global order takes shape (Katherine Spencer, Atlantic Council)

The China-Russia natural gas deal is a distraction from LNG sanctions evasion (Olga Khakova, Atlantic Council)

CRANK Call

Editor-in-Chief, Paul Saunders
Editor, Greg Priddy ([email protected])

Image: Office of the President of the Russian Federation (via Wikimedia Commons)

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