Skip to content
You can now search across every topic, entity and event.What's new
European Tech Sovereignty
26JUL

Iran succession stalls; seat stays empty

3 min read
10:21UTC

The Assembly of Experts was supposed to name a new Supreme Leader within days. Its headquarters was bombed, 90 million Iranians have no communications, and the leading candidate has an 18% probability on prediction markets.

← Back to The €890m fine that cost more than it collectsJump to analysis ↓
TechnologyDeveloping
Key takeaway

Iran's constitutional succession mechanism is effectively paralysed by the very military campaign it was designed to outlast, creating an unprecedented interregnum with no constitutional exit pathway.

Iran's foreign minister Abbas Araghchi told Al Jazeera that a new Supreme Leader could be named in "a day or two." As of Monday, it has not happened. Sanam Vakil of Chatham House assessed that the Assembly of Experts "may not convene until US and Israel wind down their operations" — a judgement grounded in physical fact: the Assembly's headquarters in Tehran was struck in the campaign's opening hours.

When Ayatollah Ruhollah Khomeini died on 3 June 1989, the Assembly of Experts convened and elevated Ali Khamenei to Supreme Leader within 24 hours. That succession was managed by Akbar Hashemi Rafsanjani, who controlled both the Assembly and the political machinery needed to enforce the outcome. No comparable figure exists today. The Interim Leadership Council formed under Article 111 — Ayatollah Alireza Arafi, President Masoud Pezeshkian, and Chief Justice Mohseni-Ejei — is a constitutional stopgap, not a succession mechanism.

The Assembly has 88 members, most of them elderly clerics scattered across Iran's provinces. Convening them requires secure transport, functioning communications, and a venue — all three compromised by active bombardment, a communications blackout that has cut 90 million Iranians from phone, internet, and SMS for more than 48 hours, and the destruction of the Assembly's own building.

Polymarket prices Mohseni-Ejei as the likeliest successor at roughly 18% — a number that reflects deep uncertainty, not a frontrunner. A meaningful share of bets is on the position being abolished entirely, which would mean dismantling velayat-e faqih — the guardianship of the Islamic jurist, the foundational doctrine on which Khomeini built the Islamic Republic in 1979. Araghchi's own admission that military units are "acting independently" of central government direction raises the harder question: whether a new Supreme Leader, once named, could command the forces fighting in his name. The Islamic Republic's succession architecture was designed for an orderly transfer of power between eras — not a selection under bombardment with the entire country cut off from communication.

Deep Analysis

In plain English

Iran's Supreme Leader is the most powerful figure in the country — above the president, controlling the military and judiciary. When a Supreme Leader dies or becomes incapacitated, a body of 88 senior clerics called the Assembly of Experts is supposed to meet immediately and choose a replacement. But their headquarters was bombed in the war's opening hours, communications across Iran have been cut for 90 million people, and the clerics themselves are scattered across a country under sustained attack. The result is a leadership vacuum at the top of a nuclear-threshold state at the exact moment when authoritative strategic decisions — escalate, negotiate, absorb — are most urgent.

Deep Analysis
Synthesis

Iran simultaneously faces a military crisis and a constitutional one, with each compounding the other: the communications blackout makes Assembly convening practically impossible, and the absence of an authoritative central decision-maker makes ceasefire negotiation structurally harder, since no interlocutor can credibly commit. A prolonged interregnum risks fracturing the IRGC along factional lines — Quds Force, Aerospace Force, Ground Forces — producing competing power centres rather than a unified successor, which would be qualitatively more dangerous than any single successor however hardline.

Root Causes

Khamenei systematically suppressed potential successors for three decades — most prominently Rafsanjani (died 2017) and Ali Larijani — to prevent a rival power centre from forming. This left the succession landscape populated by second-tier figures with limited theological or political legitimacy, which is why Polymarket's frontrunner holds only 18% — the market cannot identify a clear heir because none was permitted to emerge.

Escalation

The interregnum creates a decision-making vacuum precisely when strategic choices about escalation or ceasefire are most consequential; Revolutionary Guards hardline factions may fill that space autonomously, raising the risk of escalatory action disconnected from any central political authority — a dynamic that cannot be walked back by a successor once taken.

What could happen next?
  • Risk

    A prolonged succession vacuum enables IRGC hardline factions to take unilateral escalatory action — including strikes on Gulf oil infrastructure or Strait of Hormuz interference — without central political authorisation or the ability to stand it down.

    Immediate · Assessed
  • Risk

    A weak or contested successor may overcompensate with aggressive external posturing to consolidate domestic legitimacy, extending the conflict well beyond the timeline US planners have modelled.

    Medium term · Suggested
  • Precedent

    The first forced constitutional breach in the Islamic Republic's 47-year history establishes that extra-constitutional power transfers are survivable, potentially normalising them for future crises.

    Long term · Assessed
Sources:Al Jazeera
Mentions:Chatham House →Ayatollah Alireza Arafi →Qom →Ali Khamenei →Assembly of Experts →Interim Leadership Council →Sanam Vakil →Masoud Pezeshkian →Iran →Abbas Araghchi →National Security Council (Iran) →Al Jazeera →Article 111 →Chief Justice Mohseni-Ejei →Israel →Polymarket →
First Reported In

Update #10 · Friendly fire kills three US jets in Kuwait

Al Jazeera· 2 Mar 2026
Read original →
Causes and effects
This Event
Iran succession stalls; seat stays empty
Iran's constitutional succession process has been physically and logistically disrupted by the ongoing military campaign. The inability to name a Supreme Leader prolongs the command vacuum in which military units are operating independently of central government direction, and raises the question of whether velayat-e faqih — the Islamic Republic's foundational governing doctrine — survives the war.
Led to
Mojtaba Khamenei named Supreme Leader
The succession process — with the Assembly of Experts unable to convene normally after its Qom headquarters was struck and senior leadership decapitated — culminated in the Assembly confirming Mojtaba Khamenei as Supreme Leader under IRGC pressure
Occurred 4 Mar 2026
Read story →
IDF hits Assembly of Experts during vote
The Assembly of Experts HQ in Qom, previously struck in the campaign's opening hours (ID:590), was struck again on Tuesday while the body was actively convening to vote on a successor — escalating from infrastructure denial to targeting the governance process itself
Occurred 4 Mar 2026
Read story →
Different Perspectives
China's Ministry of Commerce
China's Ministry of Commerce
Spokesperson He Yadong said on 16 July that Beijing and the Netherlands should let firms settle the Nexperia dispute through consultation, after a Dutch ministerial visit to Beijing. The conciliatory tone contrasts with the confrontational US trade response to the same fortnight's DMA enforcement.
Samsung Electronics
Samsung Electronics
Samsung entered talks reported 22 July to invest up to €1 billion in Mistral AI, part of a round valuing the French lab at roughly €20 billion alongside EQT, Novo Holdings and Santander. The Korean conglomerate, not an EU financing instrument, is positioned to anchor Europe's flagship AI lab.
Poland (Tusk government)
Poland (Tusk government)
Donald Tusk's government proposed a mandatory sovereignty test on 21 July for state technology contracts above 5 million zloty, scoring bids on AI model-weight rights and vendor lock-in rather than waiting for an EU-wide procurement rule. The threshold targets a 20-30 per cent domestic-alternative share.
United States administration
United States administration
Donald Trump ordered a Section 301 investigation into EU digital-enforcement practices on 24 July, a day after USTR's Jamieson Greer said the Google fine created massive uncertainty for US exports, noting Google's cumulative EU fines already exceed 2 per cent of the bloc's budget.
Ecosia
Ecosia
Ecosia said the 16 July FRAND ranking-data order would take it from answering two-thirds of queries to all of them once the obligation activates in January 2027. The Berlin-based challenger has not called the enforcement package adequate, only workable if Google complies rather than appeals.
European Commission
European Commission
Teresa Ribera and Henna Virkkunen announced the €890m fine on 23 July, saying products should succeed on merit, not platform ownership; four days earlier a separate Article 6(7) order compelled Android interoperability. The Commission expects both to hold on appeal after the Court of Justice upheld its earlier €4.1bn Android fine on 2 July.