Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
Iran Conflict 2026
24MAY

CIA and Mossad hunt for Khamenei

4 min read
14:49UTC

Thirteen days after being named supreme leader, Mojtaba Khamenei has not appeared in public. Western intelligence agencies cannot confirm he is alive and capable of command.

ConflictDeveloping
Key takeaway

Western intelligence has no proof of life for Iran's wartime supreme leader after 13 days.

Mojtaba Khamenei has not been seen in public since the Assembly of Experts named him Supreme Leader on 9 March — thirteen days without a video appearance, a voice recording, or a verified photograph. His sole substantive act has been a written Nowruz message, read by a presenter on state television, claiming the "enemy has been defeated" and urging media to "refrain from focusing on weaknesses" . Every Supreme Leader since the Islamic Republic's founding in 1979 has delivered a televised Nowruz address in person . Mojtaba did not.

The CIA, Mossad, and allied intelligence agencies are actively searching for evidence that Khamenei is alive and functioning, Axios reported, citing US and allied officials 1. One US official stated: "We don't think the Iranians would have gone through all this trouble to choose a dead guy as The Supreme Leader, but at the same time, we have no proof that he is taking the helm" 2. A leaked audio recording obtained by The Telegraph — from Mazaher Hosseini, head of protocol for Ali Khamenei's office, speaking at a 12 March meeting — described Mojtaba stepping into his garden moments before ballistic missiles struck his home on 28 February. His wife and son were killed instantly. He survived with a leg injury, by "mere seconds" . Defence Secretary Hegseth subsequently claimed Khamenei is "wounded and likely disfigured." Trump told reporters on 10 March: "We don't know if he's dead or not... A lot of people are saying that he's badly disfigured" . The IDF has publicly named him as an assassination target — Brig. Gen. Effie Defrin stated on camera: "He is not immune. We will pursue him, find him, and neutralise him" .

Iran's constitution vests The Supreme Leader with sole command of all armed forces and sole authority to declare war or accept its end. The Khatam al-Anbiya Central Headquarters — which issued the counter-threat to Trump's 48-hour power-grid ultimatum — reports directly to him. The Diego Garcia missile strike, which revealed a 4,000 km range Iran had publicly denied possessing, required authorisation from the supreme command level. If Khamenei cannot function, Article 111 of the constitution provides for a temporary three-member Leadership Council — the president, the head of the judiciary, and a Guardian Council jurist. This mechanism has never been activated, and its members lack both the IRGC's institutional loyalty and the theological authority The Supreme Leader holds as velayat-e faqih, the guardianship of the Islamic jurist that is the constitutional foundation of the office's power. Any diplomatic off-ramp also requires a counterpart with authority to agree terms — and it is unclear who that counterpart is. Iran is fighting a war in which the individual constitutionally responsible for both prosecuting and ending hostilities has not been verified as functional by any Western or allied intelligence service in thirteen days.

Deep Analysis

In plain English

In Iran's political system, the supreme leader holds authority above the president, parliament, and military. Generals require political authorisation before making decisions that could escalate to full-scale war. Mojtaba Khamenei was named to this role on 9 March — but has not appeared in public, spoken on camera, or issued any verified voice communication since. The CIA and Mossad are actively searching for proof he is alive and functional. This matters operationally: if no one with recognised authority can accept a ceasefire offer or authorise a military stand-down, the machinery for ending this conflict is missing a critical component at precisely the moment Trump's 48-hour ultimatum requires a functional Iranian counterpart.

Deep Analysis
Synthesis

The absence intersects with Trump's 48-hour ultimatum in a specific operational way. Ultimatums require a responsive counterpart with authority to comply. The US may be delivering demands to an entity that cannot functionally respond. Enforcement then becomes the default outcome: if no one can authorise compliance, the deadline passes regardless of intent — making strike execution structurally more likely independent of US resolve.

Root Causes

Iran's velayat-e faqih system concentrates decision-making in a single individual and provides no constitutional mechanism for managing a temporarily incapacitated leader. The rapid wartime succession — conducted under bombardment, without the usual public legitimation process — created a structural gap between formal title and operational authority. The Assembly of Experts, which theoretically oversees the supreme leader, has no precedent for intervening in a wartime leadership question and no institutional history of asserting such authority.

Escalation

A functioning supreme leader is the only figure in Iran's system who can overrule the IRGC's escalatory preferences. Without visible authorisation, the Khatam al-Anbiya HQ — which issued the civilian infrastructure counter-threat (Event 1) — may be acting with autonomous authority it does not formally possess. Military commanders making escalatory decisions without political oversight is the precise pathway to accidental or unintended escalation that conflict-termination theory identifies as most dangerous.

What could happen next?
  • Risk

    IRGC commanders may be making escalatory military decisions without supreme leader authorisation, including the Diego Garcia strike and the civilian infrastructure counter-threat.

    Immediate · Suggested
  • Consequence

    The 48-hour ultimatum mechanism is structurally compromised if no Iranian authority can formally receive, evaluate, and respond to it.

    Immediate · Assessed
  • Risk

    Competing Iranian power centres — IRGC, Foreign Ministry, Assembly of Experts — may issue contradictory signals, making Iranian intentions unreadable to external actors.

    Short term · Suggested
  • Meaning

    The CIA and Mossad's active search for proof of life represents an intelligence priority shift from targeting to verification — confirming leadership uncertainty has become the dominant operational question.

    Short term · Reported
First Reported In

Update #44 · Trump: 48 hours to destroy Iran power grid

Axios· 22 Mar 2026
Read original
Causes and effects
This Event
CIA and Mossad hunt for Khamenei
Iran's supreme leader is the constitutional commander-in-chief and sole authority on war-and-peace decisions. His unverified status during active hostilities raises direct questions about who is authorising Iranian military operations — including the Diego Garcia missile strike and the counter-threat to Trump's power-grid ultimatum — and who possesses the authority to negotiate an end to the war.
Different Perspectives
Lloyd's of London
Lloyd's of London
The Joint War Committee left Hormuz war-risk premiums at $10-14 million per voyage on 25 May, declining to move on Brent's 5% fall. The JWC's protocol requires a UN Security Council resolution or bilateral government certification letter before de-listing, and neither has arrived: a verbal understanding does not satisfy the formal condition the reinsurance market's treaty terms require.
Gulf Arab producers
Gulf Arab producers
Saudi Arabia and UAE depend on Hormuz for their own crude exports; Aramco CEO Nasser has warned no oil market recovery arrives until 2027 if the blockade continues past mid-June. Monday's $98.96 Brent settlement shortens nothing for Gulf producers without a signed instrument and a Pentagon mine-clearance timeline that runs up to six months post-ceasefire.
Qatar
Qatar
Qatar holds $12bn of frozen Iranian assets at the centre of the sequencing dispute but cannot release them without explicit US Treasury authorisation, given the original freeze was a US instrument. As the asset-holding state, Qatar's leverage is real but passive: it is the escrow holder, not the decision-maker, and any resolution requires US Treasury sign-off that Trump has withheld.
Pakistan
Pakistan
With both Prime Minister Sharif and army chief Munir simultaneously in Beijing on 25 May, Pakistan has for the first time consolidated its civilian and military mediation tracks under China's roof. Munir's direct Tehran-to-Beijing flight signals that the security and financial threads of the sequencing problem are now being worked in parallel rather than sequentially.
China
China
Beijing hosted Pakistan's principal mediators and Iran's China envoy Ghalibaf simultaneously on 25 May while its banking regulator capped new state-bank lending to five sanctioned refiners. China is simultaneously the most credible third-party underwriter of the $12bn sequencing and the state whose institutions face live OFAC secondary-sanctions exposure if the deadlock persists through GL V's expiry.
United States
United States
Trump posted on 24 May that the blockade holds until a deal is certified and signed, ruling out the informal MOU structure both sides had been building. The 'certified, and signed' condition is the first operational bar Trump has attached in 87 days, but it arrived without an executive instrument, maintaining the gap between posted ultimatum and signed US policy.