이란 사법 시스템 불안정성 심화, 지정학적 리스크와 시장 연관성 분석
Iran’s executions continue as war dominates attention - The Jerusalem Post
지정학적 사건은 위험 회피 심리를 증가시키지만, 즉각적인 주식 방향성을 결정할 명확한 촉매제는 아닙니다.
핵심 요약
이란의 내부 처형 사례가 국제적 관심과 병행하며 사법 시스템의 불안정성이 심화되고 있음을 보여줍니다.
핵심요약
- 7월에 최소 71명이 처형됨
- 1월부터 7월 31일까지 최소 444건의 처형이 기록됨
- 이란 당국이 발표한 처형 사례는 67건에 불과함
- 처형은 살인, 마약, 안보 관련 범죄 등 다양한 죄목을 포함함
도입
본 기사는 국제적인 군사적 대립에 초점이 맞춰진 시기에 이란 내부의 사법 및 인권 상황이 어떻게 병행하고 있는지 보여줍니다. 투자자 관점에서 이는 지정학적 리스크가 단순한 군사적 충돌을 넘어 내부 사회 구조와 법치 시스템에 미치는 영향을 분석하는 데 중요합니다. 이란의 내부 불안정성은 지역 전체의 안정성에 영향을 미치며, 이는 에너지 시장과 국제 금융 흐름에 간접적인 변동성을 유발할 수 있습니다.
본문 1: 지정학적 대립과 내부 현실의 괴리
국제 사회의 관심이 미국과 이스라엘 간의 군사적 대립과 호르무즈 해협의 경제적 결과에 집중되는 상황에서, 이란 내부에서 자행되는 사법 집행이 상대적으로 덜 부각되는 현상이 관찰됩니다. 이란 인권 기구(IHR)는 1월부터 7월 31일 사이에 최소 444건의 처형이 있었다고 기록했으며, 이 중 이란 당국이 공식적으로 발표한 것은 67건에 그쳤습니다. 이는 국제적 시선이 외부의 군사적 충돌에 집중될 때, 내부의 인권 문제와 사법 시스템의 작동 여부가 주변국 및 글로벌 시장의 주요 관심사에서 밀려날 수 있음을 의미합니다. 즉, 지정학적 긴장 상태가 내부적인 사회적 불안정성을 가리는 현상이 발생하며, 이는 잠재적인 위험 요소를 간과하게 만들 수 있습니다.
본문 2: 내부 불안정성이 시장에 미치는 영향
이란 내부에서 처형이 살인, 마약, 안보 관련 범죄 등 광범위한 죄목을 포함하며 거의 매일 이루어진다는 보고는 이란의 사회적, 경제적 안정성이 심각하게 훼손되었음을 나타냅니다. 이러한 내부적 불안정성은 국제 유가와 같은 에너지 가격에 직접적인 영향을 미치며, 지역 내 공급망의 불안정성을 증대시킵니다. 또한, 법치 시스템의 약화는 외국인 투자자들에게 예측 불가능한 규제 환경과 법적 위험을 제시하여 자본 흐름에 부정적인 영향을 미칠 수 있습니다. 사법적 불확실성은 장기적인 투자 계획을 위축시키고, 이는 해당 지역의 경제적 잠재력을 평가하는 데 있어 중요한 변수로 작용합니다.
본문 3: 장기적 전망 및 위험 요소
이러한 내부적 사법 시스템의 지속적인 불안정성은 장기적인 지역 안정성에 중대한 위험 요인으로 작용합니다. 만약 내부 갈등이 해결되지 않고 지속된다면, 이는 지역 내 정치적 불안정성을 고착화시켜 외부 세력의 개입 가능성을 높이고, 결과적으로 에너지 시장의 변동성을 더욱 키울 수 있습니다. 따라서 투자자들은 단순한 군사적 충돌뿐만 아니라, 해당 국가의 내부 사회적, 법적 안정성 지표를 종합적으로 고려하여 리스크 평가를 수행해야 합니다. 향후 이란 관련 자산에 대한 투자는 이러한 내부적 변수를 반영한 다각적인 분석이 필수적입니다.
결론
결론적으로, 이란의 처형 기록과 같은 내부 사법 시스템의 불안정성은 국제적 지정학적 이슈와는 별개로 독립적인 위험 요소로 간주되어야 합니다. 투자자들은 외부의 군사적 상황과 더불어 내부의 사회적, 법적 안정성 지표를 면밀히 모니터링함으로써 잠재적인 시장 변동성을 예측해야 할 것입니다. 향후 이란 관련 시장의 움직임은 이러한 내부적 변수와 외부적 지정학적 압력의 복합적인 상호작용에 의해 결정될 가능성이 높습니다.
Original Article
Iran’s executions continue as war dominates attention - The Jerusalem Post
Iran executed at least 71 people in July, including six protesters, according to Iran Human Rights (IHR), a Norway-based monitoring group, which said it documented at least 444 executions from January 1 through July 31, while only 67 of those cases were announced by Iranian authorities. This information emerges as international attention has focused on Iran's military confrontation with the United States and Israel, leaving arrests, death sentences and alleged abuses inside the country less visible, rights advocates say. The organization said another 377 cases were independently verified through two sources, while reports of more than 400 additional executions have not been included because they could not yet be verified. The figures present a parallel picture of Iran at a moment when international attention has overwhelmingly centered on military operations, the confrontation with the United States and Israel, the Strait of Hormuz, and the economic consequences of the conflict. Inside the country, however, the machinery of capital punishment has continued. Mahmood Amiry-Moghaddam, the director of Iran Human Rights, said executions have returned to an almost daily pace. “So, it seems that we are going back to the way it used to be, that we have daily executions. Most of them are for charges such as drug trafficking or murder. But the execution of protesters also continues,” he told The Media Line. “Last month, we had six protesters who were executed. We know that there are many more on death row now. In one of the prisons in Isfahan, we have identified at least 70 people who are going to be executed,” he added. Iran executions span murder, drugs, and security-related offensesOf the 71 executions recorded in July, the organization said 36 concerned murder charges, 26 drug-related offenses, eight security-related charges and one rape charge. During the first seven months of 2026, IHR documented the executions of 28 protesters—26 connected to the January 2026 protests and two to the “Woman, Life, Freedom” movement. It also recorded the executions of 13 political prisoners affiliated with banned opposition groups, and 12 people accused of espionage. In total, 63 of the executions documented during the period involved national-security charges. Iranian authorities describe such executions as lawful punishment for security-related crimes and have said swift enforcement of sentences is necessary to deter unrest. The death penalty extends far beyond political cases. According to IHR, 227 people were executed after receiving qisas, or retribution-in-kind, sentences for murder, while 143 were executed for drug-related offenses. Twelve women, 17 foreign nationals, and at least 80 members of ethnic minorities were among those executed. Only two of the 444 documented executions were carried out publicly. For an anonymous source currently inside Iran, the continuation of executions itself is not regarded as something new. The deeper frustration, the source said, comes from the perception that what is happening inside the country is widely known but increasingly absent from the international conversation. “Unjust executions without a fair trial have always been happening here. That's not the shocking part to us. What we hate the most is that now almost everybody knows what's going on in Iran—the crimes committed by the Islamic Republic. Every politician and news outlet is well aware [of] this, but they pretend it doesn't exist because it doesn't align with their interests. We don't expect much from these people—the least is transparency,” the source told The Media Line. “The silence of the media is nothing new to us, but it's definitely heartbreaking,” the source added. That loss of attention is also central to Amiry-Moghaddam's assessment of the current moment. “So, of course the media, they go for the hottest news, and right now it's war. This is one of the reasons why the Islamic Republic actually prefers the current situation, because everything else comes under the shadow of the war,” he noted. He argues that international priorities have moved toward containing the conflict and preserving regional economic stability. “They prefer to have at least some level of tension with the United States because that takes all the attention. For Western countries, the highest priority is not the human rights situation of Iranian people. Right now, it is that the Strait of Hormuz is open, that the oil prices and gas prices are not increased anymore, that there is stability,” he said. The effect of the war inside Iran is more complicated than a simple weakening of the state. According to Amiry-Moghaddam, the authorities have been able to mobilize supporters during the conflict, while the structural problems that have repeatedly fueled discontent—inflation, shortages and economic mismanagement—remain unresolved. “I would say that compared to the time before the war, probably the regime is in a better shape. However, they are not capable of solving people's daily problems. There is still mismanagement in the whole country,” he said, highlighting electricity and water shortages alongside inflation. “Sooner or later, there will be new protests.” At the same time, the conflict appears to have changed the immediate priorities of some Iranians. “Maybe seven months ago, they had much more hope of regime change. Now, it seems that because of the war, they are much more preoccupied with their life situation not getting any worse. But it is getting worse, unfortunately,” Amiry-Moghaddam said. The anonymous source inside Iran described the continuing uncertainty in more restrained terms. “The weight of the ongoing uncertainty over the conflict, well it's the same as before. Nothing has changed,” he said. But executions are only one component of the domestic picture. Widespread arrests accompany Iran's expanding security crackdownAmiry-Moghaddam also described widespread arrests since the beginning of the conflict and warned that national-security legislation has expanded the authorities' ability to impose severe sentences over alleged cooperation with organizations or media outside Iran. “There are always arrests, but there is a new law that was passed last year during the fall, after the 12-day war last summer. It gives the authorities much more opportunity to give harsh sentences to people. For example, if someone has a video or messages sending to Farsi media outside the country, they can even be sentenced to death,” he said. According to Amiry-Moghaddam, the scale extends well beyond individual cases. “Inside the prisons there are thousands who have been arrested since the war began. And as I mentioned, we think hundreds are sentenced to death. Many of them are subjected to torture.” “What I'm concerned about is that as these military operations continue, the regime will use it even more to justify more arrests, more harsh sentences, more executions under the pretext of national security,” he said. Those estimates of arrests, death sentences and alleged torture come from Amiry-Moghaddam's own account and are distinct from IHR's independently documented execution statistics. For him, the significance of capital punishment also goes beyond the individual prisoners who ultimately face execution. He argues that repeated executions create a broader climate of intimidation capable of affecting political activity and freedom of expression even among people who have never been detained. “I think we should not underestimate the importance of the executions for the regime. … Just seven months ago, people used to post on their social media channels; they were not so afraid,” he said. “Now, I think, especially because of all these executions that they hear about every single day, we see the impact of the death penalty on the freedom of speech, on basically everything people do,” he asserted. Iran executions receive less global attention than 2022 protestsThe contrast with previous waves of international attention is particularly significant. The death of Mahsa Amini in custody in 2022 and the subsequent “Woman, Life, Freedom” protests generated demonstrations and widespread solidarity internationally. Amiry-Moghaddam says that level of public attention has not been replicated during the current period. “When we compare a situation with the time after the Women. Life. Freedom. Movement, we see that also the public opinion and the solidarity that the Iranian people used to have during that movement is not there anymore.” He does not attribute the shift exclusively to Western governments or media. Part of the problem, he argues, stems from within the Iranian opposition, which is increasingly divided over the war and how foreign military intervention should be viewed. “And you probably have seen Iranians going out with the American flag, Israeli flag, and I don't think it has a positive impact on the public opinion in Europe,” he said. Amiry-Moghaddam was also explicit in separating opposition to the Islamic Republic from support for bombing Iran. “I don't think it is morally right either. Although I understand it's because of desperation, we cannot express happiness because Iran is being bombed. These past few months have been very strange.” That distinction sits at the center of the human rights dilemma created by the current conflict. Military pressure on Tehran has not stopped executions or arrests. According to Amiry-Moghaddam, it may instead give authorities another justification for repression while shifting international scrutiny toward military and economic priorities. His argument is therefore that human rights must return to the diplomatic agenda independently of how the military confrontation develops. He sees Europe's potential role not as determining Iran's political future but as increasing the external consequences of domestic repression. “The change in the system, that must come from inside by the Iranian people, but what Europe can do is to raise the political cost of the repression, the executions, and that's what we are hoping. The rest, I think, Iranian people will do,” he noted. For now, however, the contrast is growing sharper. Iran's military confrontation has become an international security story. Inside the country, according to IHR and the accounts provided for this article, executions and arrests have continued alongside it—while receiving considerably less attention than the conflict surrounding them. For Amiry-Moghaddam, that also explains why war should not automatically be interpreted as a pathway to change inside Iran. “We really should hope that the war ends, because this is an asymmetric war, and this is the expertise of the Iranian regime. That's what they are good at. They do whatever it takes to hold on to power,” he said. “The regime must answer to people why their daily issues are not solved, why do they have a shortage of everything, basically. I haven't given up the hope for a change, but I think that the war is not helping it,” he concluded.