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European Oil Markets
4JUN

Khamenei rules Iran by handwritten courier

3 min read
10:20UTC

Israel Hayom reports Iran's Supreme Leader has had three leg surgeries, severe facial burns and now communicates only through sealed envelopes carried by couriers. Ynet reports President Pezeshkian is managing his medical care.

EconomicDeveloping
Key takeaway

Iran's Supreme Leader now governs by written envelope; the IRGC and Pezeshkian run the floor.

Israel Hayom on Thursday 23 April, corroborated by Times of Israel, Asharq Al-Awsat and Indian wire relays, reports that Mojtaba Khamenei has undergone three surgeries on one leg and is awaiting a prosthetic, suffered severe burns to face and lips that may require plastic surgery, and had surgery on one hand that is gradually regaining function 1. Ynet separately reports he refuses audio or video to avoid appearing "weak or vulnerable" and now communicates exclusively through handwritten messages in sealed envelopes carried by a courier chain along side roads to his hideout. Access is described as "extremely difficult and limited." Ynet additionally reports President Masoud Pezeshkian is personally involved in his medical treatment.

Reuters confirmed on 11 April that Khamenei was alive and governing by audio call . Thirteen days later the authentication baseline has narrowed: no audio, no video, handwritten envelopes only, and, if the Ynet reporting holds, Iran's reformist civilian president inside the clinical picture. The Supreme Leader's role in the Iranian constitutional system is to resolve civil-military conflict and authenticate major decisions; both functions require an identifiable voice.

With that voice offline, the post-1989 subordination of the IRGC to the Supreme Leader reverses in practice. General Ahmad Vahidi's hardliner command now runs materially independent of day-to-day Khamenei sign-off. Abbas Araghchi speaks for the Foreign Ministry from a third track. The Majlis holds the International Atomic Energy Agency (IAEA) suspension that Speaker Mohammad Bagher Ghalibaf whipped to 221-0. Four power centres now move without the traditional authentication layer.

Brezhnev's final years 1980-1982 provide the closest precedent. Soviet policy ran through the Politburo apparatus and written directives rather than audible General Secretary command; the KGB and the Politburo filled the vacuum, not a successor. In 2026 Tehran the filling institutions are the IRGC hardliners and a reformist civilian president whose medical access gives him leverage over Khamenei's cognitive state that no prior Iranian president has held. Every external counterparty negotiating with Tehran now chooses between believing a handwritten message and trusting the courier that carried it.

Deep Analysis

In plain English

Iran's Supreme Leader, Mojtaba Khamenei, has had three operations on his leg and is waiting for a prosthetic. He suffered burns to his face and lips. He refuses to appear on any video or audio call, reportedly to avoid appearing weak. Instead, he now rules only through handwritten notes carried by trusted couriers along back roads to wherever he is hiding. Iran's president, Masoud Pezeshkian, is reported to be personally involved in his medical care. This matters because it means the man who technically runs the country's civilian government is now physically close to the man who holds supreme authority. General Ahmad Vahidi's IRGC is running operations without waiting for Supreme Leader sign-off, and Araghchi's Foreign Ministry negotiates on a third separate track. Three Iranian decision-makers are pointing in different directions, with no single authenticated authority able to override any of them.

Deep Analysis
Root Causes

Khamenei's refusal to appear on audio or video reflects a specific calculation about domestic legitimacy. Iran's constitution (Article 109) requires the Supreme Leader to demonstrate active governing capacity; visible incapacitation would provide grounds for the Assembly of Experts to review his fitness, the same Assembly that eight members boycotted when they appointed him under reported IRGC pressure in March.

The Ynet claim of Pezeshkian's direct medical involvement introduces a second structural cause: if the civilian president controls physical access to a physically dependent Supreme Leader, the constitutional separation between the presidency and the Supreme Leader's office collapses in practice.

The formal hierarchy places the Supreme Leader above the president, but a president who controls medication schedules and visitor access holds informal authority that no Iranian constitutional text addresses.

What could happen next?
  • Risk

    An authentication-free governing system means any faction within Iran can claim supreme authority for its preferred action, making external negotiating commitments structurally unreliable without a secondary verification mechanism.

  • Consequence

    If the Ynet reporting on Pezeshkian's medical role holds, the reformist president holds informal leverage over IRGC operations that his constitutional authority does not provide, a structural inversion with no precedent in the Islamic Republic's 47-year history.

First Reported In

Update #78 · Allies flagged, adversaries listed, nothing signed

Israel Hayom· 24 Apr 2026
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