[ISW] 이란 업데이트 특별 보고서, 2026년 5월 5일

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핵심 내용:

  • 이란의 아랍에미리트(UAE) 공격: 지난 48시간 동안 이란은 아랍에미리트(UAE)를 상대로 일련의 공격을 감행했습니다. 이는 부분적으로 UAE를 다른 걸프 국가들로부터 고립시키려는 의도로 보입니다. 여러 걸프 국가가 아닌 UAE만을 공격 대상으로 삼은 것은 UAE를 고립시키고, 걸프 국가 간의 분열을 이용하여 UAE와 다른 걸프 국가 간의 갈등을 심화시키려는 의도로 풀이됩니다.
  • UAE-미국-이스라엘 관계 흔들기: 이란의 UAE 공격은 또한 UAE가 미국 및 이스라엘과의 파트너십 강화를 위해 취한 조치에 대한 반발로, UAE와 미국, 이스라엘 간의 관계를 약화시키려는 의도로 보입니다. 이란 국영 언론은 이란의 UAE 공격이 UAE의 미국 및 이스라엘과의 긴밀한 관계 때문이라고 주장했습니다.
  • 호르무즈 해협 자유 항해: 이란의 최근 UAE 공격은 또한 미국이 호르무즈 해협의 자유 항해를 회복하려는 노력에 대한 반발로 해석됩니다. 미국 도널드 트럼프 대통령이 5월 3일 ‘자유 프로젝트’를 발표한 후, 이란은 에미라티 관련 선박과 UAE 영토를 공격했습니다.
  • 이란 내부 역학 관계: 이란의 UAE에 대한 공격 증가는 이란 내부 정권의 역학 관계, 특히 혁명수비대(IRGC) 사령관 아흐마드 바히디의 외교 제약 시도와도 관련이 있을 수 있습니다. 바히디는 호르무즈 해협에 대한 정권의 접근 방식을 계속 지시하고 있으며, 이는 이란의 “실용주의자”들에게 불만을 야기하고 있다고 알려졌습니다.
  • 호르무즈 해협 주권 강화: 이란은 호르무즈 해협에 대한 주권을 강화하기 위한 관료적 틀을 구축하려는 노력을 확대하고 있습니다. 이란 정권의 영어 뉴스 매체인 Press TV는 5월 5일 이란이 “호르무즈 해협에 대한 주권을 행사하기 위한 새로운 메커니즘”을 설계하고 시행했다고 보도했습니다.
  • 미국 측 반응: 5월 4일 호르무즈 해협과 UAE에 대한 이란의 공격은 미국-이란 휴전 협정 위반이 아니라고 미국 국방부 장관인 피트 헬제스와 미국 합참의장인 댄 케인 장군은 5월 5일 펜타곤 브리핑에서 밝혔습니다. 하지만 미국 관리들은 이란의 5월 5일 UAE 공격에 대해서는 아직 공식적인 언급을 하지 않았습니다.

최신 자료 및 관련 링크:

다음은 본 분석의 내용과 관련된 최신 정보 및 추가 자료를 제공하는 링크입니다. 링크의 내용이 최신 정보와 일치하는지 확인해 주십시오.

주의: 제공된 링크는 현재 시점을 기준으로 관련 정보에 접근할 수 있도록 하였지만, 웹사이트의 변경으로 인해 정보 접근이 어려워질 수 있습니다. 링크 내 자료가 최신 정보와 일치하는지, 그리고 신뢰할 수 있는 출처에서 제공되는지 확인하는 것이 중요합니다.

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[원문]

Iran has conducted a series of attacks against the United Arab Emirates (UAE) over the past 48 hours that are likely intended, in part, to isolate the UAE from other Gulf states.

May 5, 2026

Data Cutoff: 2:00 PM ET

 Ben Rezaei, Adham Fattah, Carolyn Moorman, Avery Borens, Parker Hempel, Will Doran, Katherine Wells, and Annika Ganzeveld

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TOPLINES

Iran has conducted a series of attacks against the United Arab Emirates (UAE) over the past 48 hours that are likely intended, in part, to isolate the UAE from other Gulf states. The UAE Defense Ministry reported on May 5 that Emirati air defense systems engaged Iranian missiles and drones. ISW-CTP has not observed any reports of missile or drone impacts in the UAE at the time of this writing. Iran previously launched four waves of attacks against the UAE on May 4, including a drone attack against an unspecified target in the Fujairah Petroleum Industrial Zone. Iran’s decision to solely attack the UAE, as opposed to multiple Gulf states, indicates that Iran likely seeks to isolate the UAE and exploit fractures between the Gulf states to sow further divisions between the UAE and other countries in the Gulf. Iranian attacks on multiple Gulf countries would presumably unite these countries against Iran, in contrast.

Iran’s attacks against the UAE also likely seek to drive a wedge between the UAE and the United States and Israel in response to the UAE taking steps to strengthen its partnership with the United States and Israel. Iranian state-controlled media has suggested that Iran’s attacks against the UAE were driven by the UAE’s increasing alignment with the United States and Israel. An analyst close to the Iranian regime stated on May 4 that Iran targeted the UAE in response to the UAE’s “unprecedented hostile approach” toward Iran, including UAE cooperation with the United States and Israel on security and military matters. An Iranian media outlet affiliated with former Supreme National Security Council Secretary Ali Shamkhani separately cited Israel’s reported provision of air defense systems to the UAE as further evidence of the UAE’s alignment with the United States and Israel. IRGC-affiliated media similarly claimed on May 4 that the UAE has become an Israeli “pawn.” Iran also likely seeks to send a message to other Gulf countries that they could become targets if they similarly increase cooperation with the United States and Israel.

Iran’s recent attacks against the UAE are also a response to US efforts to restore freedom of navigation through the Strait of Hormuz. US President Donald Trump announced on May 3 the launch of Project Freedom to guide commercial vessels through the Strait of Hormuz and undermine Iranian efforts to “control” shipping through the strait. Iran attacked an Emirati-linked vessel and UAE territory following the announcement, likely to demonstrate Iranian “control” over the strait and deter vessels from attempting to transit through the waterway. The UAE has a direct interest in reopening maritime traffic through the strait. Iran’s attacks on the UAE therefore likely seek to impose costs on a key US regional partner that benefits from Project Freedom and demonstrate that Iran can contest US efforts to reopen the strait.

KEY TAKEAWAYS

  • Iran has conducted a series of attacks against the United Arab Emirates (UAE) over the past 48 hours that are likely intended, in part, to isolate the UAE from other Gulf states. Iran’s decision to solely attack the UAE, as opposed to multiple Gulf states, indicates that Iran is likely trying to isolate the UAE and exploit fractures between the Gulf states to sow further divisions between the UAE and other countries in the Gulf.

  • Iran’s attacks against the UAE also likely seek to drive a wedge between the UAE and the United States and Israel in response to the UAE taking steps to strengthen its partnership with the United States and Israel. Iranian state-controlled media has suggested that Iran’s attacks against the UAE were driven by the UAE’s increasing alignment with the United States and Israel.

  • Iran’s recent attacks against the UAE are also a response to US efforts to restore freedom of navigation through the Strait of Hormuz. Iran attacked an Emirati-linked vessel and UAE territory after US President Donald Trump announced Project Freedom on May 3.

  • Iran’s escalation against the UAE also likely reflects internal Iranian regime dynamics and IRGC Commander Ahmad Vahidi’s efforts to constrain diplomacy. Vahidi continues to dictate the regime’s approach toward the Strait of Hormuz, which has reportedly angered Iranian “pragmatist” actors.

  • Iran is expanding its efforts to establish bureaucratic frameworks to assert its sovereignty over the Strait of Hormuz. The Iranian regime’s English-language media outlet, Press TV, reported on May 5 that Iran has designed and implemented “a new mechanism for exercising sovereignty over the Strait of Hormuz.”

  • US Secretary of Defense Pete Hegseth and US Chairman of the Joint Chiefs of Staff General Dan Caine stated that Iranian attacks in the Strait of Hormuz and against the UAE on May 4 were not violations of the US-Iran ceasefire in a Pentagon press briefing on May 5. US officials have not commented on Iran’s May 5 attack on the UAE at the time of this writing.

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