Linking to a really good essay.
Here is an excerpt:
1980–1988: The America-Mexico War
The Iranians have previously maneuvered one of their long-time Mexican intelligence assets, whom we'll call "José Husseino," into the position of dictator of Mexico. Now they provide their pet dictator with arms, aid and intelligence, and launch Mexico into an invasion of the United States.
Ideally, this policy will topple the revolutionary Christianist government in Washington. Failing that, the Iranian leadership hopes Mexico will seize the oil-rich province of Texas, denying revenue to the new Washington government, while keeping Texas oil within the Iranian "sphere of influence."
The Canada/Israel analogy misses some important elements, but that is my only criticism of the essay. The essay itself is astonishingly well written for something by a Westerner.