Skip to content
You can now search across every topic, entity and event.What's new
European Energy Markets
27JUL

Israel kills intelligence chief Khatib

3 min read
09:24UTC

Intelligence Minister Esmail Khatib's death in a Tehran airstrike makes him the third member of the Supreme Leader's inner circle eliminated in 48 hours, as Israel's pre-authorised killing campaign reaches Iran's counter-intelligence apparatus and the IDF publicly names Mojtaba Khamenei as next.

EconomicDeveloping
Key takeaway

Three inner-circle kills in 48 hours suggests unprecedented Israeli intelligence penetration of Iran's leadership security architecture.

Israel killed Iran's Intelligence Minister Esmail Khatib in an overnight airstrike on Tehran 1. President Pezeshkian confirmed the death. Khatib ran the Ministry of Intelligence and Security — VAJA — the body responsible for internal surveillance, protest suppression, and overseas intelligence operations. During the 2022 Mahsa Amini protests, VAJA coordinated the security crackdown that Amnesty International documented as including rooftop snipers targeting protesters' heads and torsos . The US had posted a $10 million bounty for information about him. He is the third member of The Supreme Leader's inner circle killed in 48 hours, after Ali Larijani and Basij commander Gholamreza Soleimani .

The tempo is a direct product of the killing framework Netanyahu and Defence Minister Katz established on 16 March: advance authorisation for the IDF and Mossad to strike senior Iranian figures without cabinet approval when time-sensitive intelligence surfaces . A senior Israeli official told Ynet this delegation of lethal authority "has never happened before" — previous operations against high-value targets, including the 2024 killing of Hamas political chief Ismail Haniyeh in Tehran, required full cabinet sign-off. The framework produced Larijani and Soleimani within hours of its announcement; Khatib followed two days later. The IDF has publicly named Mojtaba Khamenei himself as the next target, with Brig. Gen. Effie Defrin stating on camera: "He is not immune. We will pursue him, find him, and neutralise him" .

Khatib's death carries a specific operational cost beyond the leadership tally. His ministry is Iran's counter-intelligence apparatus — the system designed to detect and prevent exactly the kind of intelligence penetration that made these strikes possible. With VAJA's chief dead, Iran's capacity to shield its remaining leaders is weaker at the moment it matters most. Senior commanders were already attempting to evade targeting; when Soleimani and his deputy were killed, they were found in a makeshift tent encampment rather than their headquarters . DNI Tulsi Gabbard told the Senate Intelligence Committee that the Iranian government "appears to be intact but largely degraded" 2. The Supreme Leader himself survived the 28 February opening strikes by "mere seconds," according to a leaked audio recording obtained by The Telegraph , and has not appeared publicly since. Israel has demonstrated it can reach Iran's senior leadership at will. The operational question for Tehran is whether anyone in the chain of command can make decisions without becoming the next target.

Deep Analysis

In plain English

Iran has two parallel intelligence services. The IRGC runs its own spy network. VAJA — the Intelligence Ministry Khatib headed — handles something different: tracking dissidents inside Iran, suppressing protests, and running covert overseas operations. These are separate bureaucracies with separate personnel and methods. Killing Khatib disrupts domestic surveillance precisely when internal dissent from the war may be intensifying. It also degrades the ministry responsible for overseas covert action — assassinations, proxy coordination, and intelligence collection abroad. Combined with the Larijani and Soleimani deaths, Iran's Supreme Leader has lost three figures from his personal inner circle — the people he relies on for advice, security assessments, and political control — within two days.

Deep Analysis
Synthesis

Three inner-circle kills in 48 hours requires either extraordinary real-time intelligence on leadership movements or advance placement of human assets at the highest levels of Iran's protective security architecture. The body notes the fact; the analytical question it does not address is what enabled it. If Israel is operating a penetrated source inside the Supreme Leader's protection detail, that represents a vulnerability Iran cannot quickly repair — and one that shapes every future Iranian leadership decision about physical security versus operational continuity.

Root Causes

The campaign's authorisation outside cabinet approval is a structural feature of Israeli coalition politics under emergency conditions, not aberrant behaviour. Netanyahu's governing coalition includes partners who might demand restraint or extract political concessions; bypassing cabinet insulates the most consequential decisions from domestic veto players. This governance structure has been in place since the October 2023 war cabinet was dissolved.

Escalation

The IDF's public naming of Mojtaba Khamenei as a target represents a qualitative escalation beyond any previous conflict norm. No state has publicly designated a sitting supreme leader's designated successor as a military target. This forces Khamenei to either concede vulnerability or escalate dramatically to demonstrate regime survival.

What could happen next?
  • Risk

    Public targeting of Mojtaba Khamenei may trigger preemptive succession manoeuvres inside Iran, destabilising the regime's internal command structure before any military defeat.

    Short term · Suggested
  • Consequence

    VAJA's overseas covert operations are temporarily degraded, reducing Iran's near-term capacity to conduct retaliatory action through its foreign intelligence networks.

    Immediate · Assessed
  • Risk

    Successors drawn from more ideologically extreme IRGC factions could make Iran's security apparatus less amenable to the eventual negotiated settlement this conflict requires.

    Medium term · Suggested
  • Precedent

    Authorising senior leadership assassinations outside cabinet approval normalises executive override of democratic oversight in declared emergencies, with implications beyond this conflict.

    Long term · Suggested
First Reported In

Update #41 · South Pars struck; Iran hits Qatar's LNG

Al Jazeera· 19 Mar 2026
Read original
Different Perspectives
Slovakia
Slovakia
Slovakia says it dropped its hold-out on the 21st sanctions package only after Ursula von der Leyen personally signed written gas-price and supply guarantees. The Council of the European Union's own 17,238-character release on the package names neither Slovakia nor any guarantee, leaving Bratislava's account unconfirmed by the institutional record.
EU regulator on capacity mechanisms
EU regulator on capacity mechanisms
Brussels is watching Germany's StromVKG first 4.5 GW capacity auction move toward its 8 September bid deadline without a resolved state-aid clearance for the 9 GW 2026 programme's gas-plant subsidies. A negative spark spread this deep on cheap gas strengthens the case for subsidised dispatchable capacity, the same case still awaiting a state-aid ruling.
French power exporters
French power exporters
French day-ahead cleared EUR 41.13/MWh on Sunday 26 July, EUR 43.09 below Germany, on wind more than doubling and a demand trough, not on any nuclear recovery. The desk expects the discount to hold only as long as French wind and weekend demand repeat, not as a durable nuclear-cost advantage.
European gas storage operator
European gas storage operator
A storage operator stopped bidding for prompt TTF cargoes on 21 July, reading the strike-halt unwind as the start of a fuel-side correction rather than a floor. It expects the gap between prompt and forward gas to keep narrowing as the war premium continues leaving the curve.
German gas-fired power fleet
German gas-fired power fleet
German gas-fired plants cut output from 4.37 GW to 2.85 GW between 24 and 27 July, even as TTF fell 8 per cent, because below roughly minus EUR 40/MWh the fuel price stopped deciding dispatch. The fleet expects no relief until wind eases or StromVKG's first 4.5 GW auction adds capacity.
French industrial power consumers
French industrial power consumers
France's day-ahead discount to Germany has nearly closed as TTF and EUA rise together on both sides of the border, eroding the arbitrage French industry relied on through the summer. A standing negative spark removes the German demand buffer that kept that spread wide.