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STRATFOR, Excerpts:
"... Americans and Europeans have been misreading Iran for 30 years. ...Ahmadinejad enjoys widespread popularity. He doesn’t speak to the issues that matter to the urban professionals, namely, the economy and liberalization. But Ahmadinejad speaks to three fundamental issues that accord with the rest of the country.
First, Ahmadinejad speaks of piety. Among vast swathes of Iranian society, the willingness to speak unaffectedly about religion is crucial. Though it may be difficult for Americans and Europeans to believe, there are people in the world to whom economic progress is not of the essence; people who want to maintain their communities as they are and live the way their grandparents lived. These are people who see modernization — whether from the shah or Mousavi — as unattractive. They forgive Ahmadinejad his economic failures.
Second, Ahmadinejad speaks of corruption. There is a sense in the countryside that the ayatollahs — who enjoy enormous wealth and power, and often have lifestyles that reflect this — have corrupted the Islamic Revolution. Ahmadinejad is disliked by many of the religious elite precisely because he has systematically raised the corruption issue, which resonates in the countryside.
Third, Ahmadinejad is a spokesman for Iranian national security, a tremendously popular stance. It must always be remembered that Iran fought a war with Iraq in the 1980s that lasted eight years, cost untold lives and suffering, and effectively ended in its defeat. Iranians, particularly the poor, experienced this war on an intimate level. They fought in the war, and lost husbands and sons in it. As in other countries, memories of a lost war don’t necessarily delegitimize the regime. Rather, they can generate hopes for a resurgent Iran, thus validating the sacrifices made in that war — something Ahmadinejad taps into. By arguing that Iran should not back down but become a major power, he speaks to the veterans and their families, who want something positive to emerge from all their sacrifices in the war.
Perhaps the greatest factor in Ahmadinejad’s favor is that Mousavi spoke for the better districts of Tehran — something akin to running a U.S. presidential election as a spokesman for Georgetown and the Lower East Side. Such a base will get you hammered, and Mousavi got hammered. Fraud or not, Ahmadinejad won and he won significantly. That he won is not the mystery; the mystery is why others thought he wouldn’t win.
For a time on Friday, it seemed that Mousavi might be able to call for an uprising in Tehran. But the moment passed when Ahmadinejad’s security forces on motorcycles intervened. And that leaves the West with its worst-case scenario: a democratically elected anti-liberal....
The question now is what will happen next. Internally, we can expect Ahmadinejad to consolidate his position under the cover of anti-corruption. He wants to clean up the ayatollahs, many of whom are his enemies. He will need the support of Iranian Supreme Leader Ayatollah Ali Khamenei. This election has made Ahmadinejad a powerful president, perhaps the most powerful in Iran since the revolution. Ahmadinejad does not want to challenge Khamenei, and we suspect that Khamenei will not want to challenge Ahmadinejad. A forced marriage is emerging, one which may place many other religious leaders in a difficult position.
Certainly, hopes that a new political leadership would cut back on Iran’s nuclear program have been dashed. The champion of that program has won, in part because he championed the program. We still see Iran as far from developing a deliverable nuclear weapon, but certainly the Obama administration’s hopes that Ahmadinejad would either be replaced — or at least weakened and forced to be more conciliatory — have been crushed. Interestingly, Ahmadinejad sent congratulations to U.S. President Barack Obama on his inauguration. We would expect Obama to reciprocate under his opening policy,...
What we have now are two presidents in a politically secure position, something that normally forms a basis for negotiations. ... For the moment, the election appears to have frozen the status quo in place..."
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