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

Israel kills intelligence chief Khatib

3 min read
14:49UTC

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.

ConflictDeveloping
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
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.