Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
Iran Conflict 2026
25MAY

Haaretz: strikes left Iran nuclear capacity intact

3 min read
13:55UTC

Amos Harel cited a former senior Israeli military intelligence official saying US-Israeli strikes did not destroy Iran's underground enrichment infrastructure or its missile production lines.

ConflictDeveloping
Key takeaway

A former Israeli intelligence official told Haaretz strikes failed; Iran may now read the bomb as durable deterrent.

Haaretz published analysis by senior military correspondent Amos Harel on the morning of Monday 18 May citing a former senior Israeli military intelligence official: US-Israeli strikes did not destroy Iran's underground enrichment infrastructure or its missile production lines, both of which remain largely operational. The assessment goes further. Tehran may now read the war's lesson as the opposite of its stated objective, namely 'only nuclear weapons can deter future wars with Israel and the United States.' The Harel piece runs on a single on-record former official, and the editorial weight comes from the seat the source has vacated rather than from institutional cover. Haaretz is the centre-left Tel Aviv daily whose military desk has the longest track record of breaking unwelcome assessments from inside Israel's defence establishment; placing the story there, rather than in Yedioth or Israel Hayom, signals the source wanted the unfiltered version on the record. The corroborating institutional evidence is the eight-month IAEA (International Atomic Energy Agency) blackout itself. Read against the Carnegie Endowment finding by Jane Darby Menton that the IAEA's eight-month lockout makes any moratorium unverifiable in either direction , and against Iran's 15-year enrichment-freeze offer that produced no counter-text , the Harel assessment names what the action paper trail already shows. The instrument that would lock a moratorium in place does not exist. The verification regime that would catch a covert breakout was suspended by a 221-0 Majlis vote on 11 April. Iran's parliament has separately codified the security shift, with Speaker Mohammad Bagher Ghalibaf's 17 May 'new order' speech carrying the political register that travels alongside a domestic deterrence consensus. The campaign's stated aim, eliminating Iran's nuclear option, has now been displaced inside Iran by the conclusion that the bomb is the only durable deterrent against a war that no signed instrument has ended.

Deep Analysis

In plain English

After the US and Israeli militaries struck Iran's nuclear sites, the official line was that the strikes had set back Iran's nuclear programme. Now, a former senior Israeli military intelligence official has told the Israeli newspaper Haaretz that the most important parts of Iran's nuclear infrastructure, the underground enrichment facilities and missile factories, survived largely intact. The official also warned about something more serious: Iran might now conclude that the only way to stop future attacks is to build an actual nuclear weapon. That is the opposite of what the strikes were supposed to achieve. The international nuclear watchdog, the IAEA, cannot check this independently because Iran has restricted inspector access for over eight months.

Deep Analysis
Root Causes

The Haaretz assessment surfaces a structural intelligence problem: the IAEA verification system that would normally resolve the 'intact or degraded' question has been suspended since Iran restricted inspector access following the strikes. Without third-party verification, the debate between Israeli Air Force optimists and intelligence community sceptics cannot be resolved publicly.

**Israel**'s **Netanyahu** coalition has staked its political survival on a defined military success against Iran, which sits structurally upstream of every strike decision. The coalition requires a legible 'win' from the strikes; an assessment that Iran's nuclear capability survived intact undermines that narrative and the political justification for the military campaign.

The Haaretz source, identified as a 'former senior military intelligence official', represents the faction inside Israel's security establishment that believes the public narrative has diverged from the classified assessment.

What could happen next?
  • Risk

    If the Haaretz assessment is correct, Iran's enrichment programme could resume at near-pre-strike capacity within weeks, eliminating the operational justification for any negotiated pause.

    Short term · 0.65
  • Risk

    A political reassessment inside Israel, if the Haaretz source reflects broader intelligence community doubt, could trigger pressure for a second strike cycle before Iran reconstitutes further.

    Medium term · 0.52
  • Precedent

    Strikes that leave enrichment infrastructure intact while motivating weaponisation may become the defining failure mode of preventive military action against proliferators in the post-Osirak era.

    Long term · 0.7
First Reported In

Update #101 · Barakah hit, Trump posts, Italy sends minesweepers

Haaretz· 18 May 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.