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Iran Conflict 2026
10MAR

Mojtaba holds via IRGC, Russia, China

4 min read
04:55UTC

The Council on Foreign Relations assessed that Iran's new Supreme Leader holds enough institutional loyalty and external backing to sustain the war effort regardless of what happens on the battlefield.

ConflictAssessed
Key takeaway

Mojtaba's legitimacy structure mirrors the 1989 pattern that produced a 35-year Supreme Leader.

The Council on Foreign Relations assessed that Mojtaba Khamenei holds the minimum viable legitimacy base to sustain the war effort regardless of the military outcome. Three pillars support this conclusion: Russian and Chinese diplomatic cover formalised on Monday by both Moscow and Beijing, IRGC institutional loyalty, and the absence of any civilian political figure capable of overriding him.

The IRGC's pledge is the load-bearing element. The Corps declared "complete obedience and self-sacrifice in carrying out the divine commands of the Guardian Jurist" within hours of the appointment . This was not ritual — the IRGC had already demonstrated operational independence from civilian authority when it ignored President Pezeshkian's ceasefire order within hours of his televised address, continuing strikes on Dubai, Saudi oil facilities, and Bahrain . Parliament Speaker Ghalibaf publicly attributed the continued Gulf strikes to the late Supreme Leader's directives, not to Pezeshkian's authority . Pezeshkian himself endorsed Mojtaba's selection as "the will of the Islamic community" — accommodation, not contest. The man who issued three mutually exclusive policy positions in 24 hours has no institutional capacity to challenge the IRGC-Mojtaba alignment.

The eight Assembly of Experts members who boycotted the vote represent dissent but not a competing power centre. None commands military forces or controls economic levers. Iran's political establishment met Pezeshkian's attempted de-escalation with accusations of treason from multiple quarters — a Qom lawmaker called his apology "humiliating," the national security committee chair declared "no red line" in strikes, conservative media declared any ceasefire treasonous . The ideological space for moderation has contracted under wartime conditions to a point where dissent from the war carries political risk but no institutional mechanism to change course.

The CFR assessment implies a structural mismatch in the US-Israeli theory of victory. Military operations may degrade Iran's offensive capability — CENTCOM reported strikes down 90% from Day 1 before Iran's doctrinal shift to heavier warheads — but the political will to fight is sustained by forces airstrikes cannot reach: institutional loyalty, external backing, and the absence of internal opposition capable of forcing a different course. Whether that will holds under sustained economic pressure — with oil infrastructure burning across Tehran and nine million residents exposed to toxic hydrocarbon fallout from struck fuel depots — is the variable the assessment leaves open. The population's tolerance for material suffering, not the IRGC's tolerance for military losses, may be the binding constraint the CFR framework does not model.

Deep Analysis

In plain English

A leading US foreign policy institution concluded that Iran's new leader has enough institutional support — from the military, from Russia and China diplomatically, and from Iran's own constitution — to remain in power regardless of how the military campaign develops. This matters strategically: the war cannot be ended by simply degrading Iran's armed forces. The government will remain capable of authorising continued resistance even as its military capacity shrinks, because leadership durability and military capability are structurally separate questions.

Deep Analysis
Synthesis

Read alongside Russia's and China's Day 10 endorsements, the CFR assessment reveals a closed loop. Mojtaba holds IRGC loyalty internally, Russian and Chinese endorsement externally, and constitutional cover through the Assembly of Experts. All three conditions historically preceding wartime leadership collapse — external isolation, internal military fracture, civilian political challenge — are currently absent. The only remaining variables are catastrophic battlefield losses severe enough to fracture IRGC institutional loyalty, or a negotiated exit that Mojtaba himself authorises.

Root Causes

Iran's constitution embeds the velayat-e faqih principle — guardianship of the jurist — concentrating supreme authority in an office explicitly insulated from electoral or popular recall. Mojtaba inherits an institution engineered to survive exactly the kind of military-political stress the current conflict represents. The IRGC's financial empire, controlling an estimated 20–40% of Iran's GDP through affiliated companies, additionally gives the Guard a direct economic stake in regime continuity independent of any individual leader.

Escalation

The CFR finding implies there is no military-only resolution path available. US and Israeli strategy that assumes sustained military pressure will produce internal political collapse faces structural failure. This extends the conflict and its associated market disruptions beyond what a purely military-outcome model would project.

What could happen next?
  • Meaning

    Military degradation of Iran will not produce political collapse — the leadership structure is constitutionally designed to absorb battlefield losses without fracturing.

    Immediate · Assessed
  • Consequence

    US and Israeli strategy requires either a negotiated exit with Mojtaba's government or overt regime-change operations — incremental military pressure without a political pathway is assessed as structurally insufficient.

    Medium term · Assessed
  • Risk

    Mojtaba consolidating power under wartime conditions mirrors the pattern by which his father built unchallenged authority over 35 years, potentially locking in a generational adversary.

    Long term · Suggested
  • Risk

    IRGC loyalty fracture — the one variable that could undermine Mojtaba's position — becomes more probable only under catastrophic military losses not yet materialised.

    Medium term · Suggested
First Reported In

Update #31 · Iran moves to heavy warheads; China deploys

Jerusalem Post· 10 Mar 2026
Read original
Different Perspectives
IAEA
IAEA
Director General Rafael Grossi appeared in person at the UNSC on 19 May and warned that a direct hit on an operating reactor 'could result in very high release of radioactivity'. The session produced a condemnation record but no resolution, and the Barakah perimeter was already struck on 17 May.
Hengaw (Kurdish rights monitor)
Hengaw (Kurdish rights monitor)
Hengaw documented three judicial executions and the detention of Kurdish writer Majid Karimi in Tehran on 19 May, establishing Khorasan Razavi province as the newest geography in Iran's wartime judicial record. The organisation's Norway-based operation continues to surface a domestic repression track running in parallel with every diplomatic and military development.
India
India
Six India-flagged vessels conducted a coordinated cluster transit under PGSA bilateral assurances during the 17 May window, paying no yuan tolls. New Delhi's inclusion in Iran's state-to-state passage track insulates Indian energy supply without requiring endorsement of the PGSA's yuan-toll architecture or alignment with the US coalition.
Pakistan
Pakistan
Pakistan is the only functioning diplomatic bridge between Tehran and Washington. Its role is relay, not mediation in the settlement sense: it conveyed Iran's 10-point counter-MOU in early May, relayed the US rejection, and is now passing 'corrective points' in the third documented exchange of this sub-cycle without either side working from a shared text.
UK and France (Northwood coalition)
UK and France (Northwood coalition)
Twenty-six coalition members have published no rules of engagement eight days after the Bahrain joint statement; Lloyd's underwriters have conditioned war-risk reopening on written ROE from either Iran or the coalition. Italian and French mine-countermeasures deployments are operating on the in-water clearance task CENTCOM Admiral Brad Cooper's 90% mine-stockpile claim does not address.
Saudi Arabia
Saudi Arabia
Riyadh has not publicly commented on the Barakah strike or the 50-47 discharge vote. Saudi output feeds the IEA's $106 base case; the $5 Brent premium above that model reflects institutional uncertainty no Gulf producer can compress through supply adjustment alone.