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Who’s really running Iran? | The Economist

  • The Iranian system is currently fighting an existential war for survival, anticipating conflict following the unraveling of last summer's 12-day ceasefire agreement.
  • U.S. and Israeli "decapitation strategies" successfully eliminated Iran's supreme leader and three layers of military command and leadership.
  • Successors filling key decision-making roles are known quantities rather than new figures emerging from the bureaucracy, maintaining a consensus-based structure for key votes.
  • In June, 12 out of 13 members of the Supreme National Security Council voted in favor of signing the new MOU.
  • The primary unknown in the current equation is the thinking, role, and severe health status of Iran's new supreme leader, Mojtaba Khamenei.
  • Mojtaba Khamenei has not been seen publicly since recovering from injuries sustained on February 28th and has suffered the loss of close family members.
  • Western officials cannot assume that removing "hardliners" will automatically result in the rise of "pragmatists," as ideological labels in Iranian politics are fluid and oversimplified.
  • Ali Larijani, previously viewed as a pragmatic negotiator and hardline conservative, was killed; his death was surprising given his role as an interlocutor.
  • Iranian factions (reformists, moderates, pragmatists, conservatives, neoconservatives) share a unified goal of regime security despite tactical policy differences.
  • Iran's regional actions are driven by a rational national security strategy of "forward defense" based on a perception of being ringed by enemies, not by irrational hatred of the West.
  • The current balance of influence within the regime has shifted toward the IRGC (Revolutionary Guards), though the system may rebalance toward a consensus model once active fighting ceases.
  • Unlike the previous Supreme Leader, who held the position for 40 years and maintained a massive patronage network to ensure consensus, Mojtaba lacks equivalent status and personality traits.
  • It remains uncertain how Mojtaba Khamenei will replicate his father's ability to balance the system and forge solutions without a comparable network of patronage over judicial and military appointments.