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Iran Conflict 2026
13MAY

Iran succession stalls; seat stays empty

3 min read
12:29UTC

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.

ConflictDeveloping
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 111Ayatollah 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
First Reported In

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

Al Jazeera· 2 Mar 2026
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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.
Different Perspectives
Oil markets
Oil markets
Brent fell $1.05 to $106.0 on summit Day 1 but remains $5-7 above the post-ceasefire equilibrium analysts modelled in March; the market is pricing a holding pattern, not a breakthrough. OilPrice.com and Aramco CEO Nasser converge on buffer-exhaustion before Hormuz reopens if the blockade extends past mid-June.
Iranian dissidents and human rights monitors
Iranian dissidents and human rights monitors
Hengaw documented a five-prison simultaneous execution cluster on 13 May, with Gorgan appearing for the first time in the wartime register. Espionage charges framed as Israel-linked moharebeh now extend across Mashhad, Karaj, and Gorgan, using the war as judicial cover for protest-era detainees.
BRICS / Global South
BRICS / Global South
Araghchi's Delhi appearance positioned Iran as a victim of US aggression before non-Western foreign ministers, with Deputy FM Bagheri Kani calling on BRICS to act against US aggression. India, as the largest non-Chinese user of Iranian-routed crude, faces pressure to balance bloc solidarity against its own shipping and sanctions exposure.
China
China
Beijing accepted the Nvidia chip clearance on summit Day 1 and gave Rubio verbal acknowledgement of Iran as an Asian stability concern, having already put Pakistan on paper as the mediatory channel on 13 May (ID:3253), deflecting the US ask for direct Chinese action without refusing it.
Iran (government and civilian diplomatic track)
Iran (government and civilian diplomatic track)
Araghchi denied any Hormuz obstruction at BRICS Delhi on 14 May while Iran's SNSC had finalised a Hormuz security plan the day before. Israel Hayom's single-sourced 15-year freeze offer gives Tehran a deployable figure in non-Western forums regardless of corroboration; the state attributed 3,468 wartime deaths with no independent verification.
United States (Trump administration and Senate moderates)
United States (Trump administration and Senate moderates)
Trump signed a chip clearance for 10 Chinese firms on summit Day 1 and zero Iran instruments across 76 days; Rubio and Vance made verbal Iran asks without paper. Murkowski voted yes on the 49-50 war-powers resolution after Hegseth told the Senate that Article 2 makes an AUMF unnecessary.