Khamenei’s calculus: Iran supreme leader faces a bitter choice on Israel

In the shadowy corridors of Tehran’s power, the assassination of Hamas leader Ismail Haniyeh at the end of July – widely believed to have been carried out by Israel – shattered a fragile equilibrium.

The timing of this escalation in the longstanding conflict between Iran and Israel could not have been worse, with newly sworn-in President Masoud Pezeshkian still getting used to his role when this geopolitical fireball was hurled into his lap.

For Iran’s Supreme Leader Ayatollah Ali Khamenei, the assassination of the Palestinian group’s leader was more than a provocation, it was an existential challenge.

The explosion that killed Haniyeh, which Iran believed was a missile launched from within its own borders, was a breach of sovereignty that angered Tehran and put Khamenei’s 2003 fatwa prohibiting the manufacture, use and storage of nuclear weapons under increased scrutiny.

Strategic implications

The high-level debate over whether Khamenei’s fatwa on nuclear weapons served Iran’s strategic priorities was already continuing prior to Haniyeh’s assassination, according to a senior Iranian official who spoke to Al Jazeera on condition of anonymity.

Khamenei has steered Iran through global shifts from the Cold War’s end to the rise of United States unipolarity and conflicts in Afghanistan, Iraq, and Syria – and through the fraught history of Iran’s nuclear deal with world powers.The implications could reshape the Middle East’s strategic landscape at a time when negotiators are scrambling to reach a ceasefire deal that would end Israel’s brutal war on Gaza and, three weeks after the assassination, Iran has yet to indicate what it will do.

Asked whether Iran is withholding its attack on the Israeli regime so ceasefire talks can proceed, Iran’s permanent representative to the United Nations, Amir Saeid Iravani, told Al Jazeera: “The timing … of Iran’s response will be meticulously orchestrated to ensure that it occurs at a moment of maximum surprise.”

The assassination prompted intense debate in Iran, sources told Al Jazeera, with some arguing restraint as the wisest course, fearing a retaliatory strike could plunge Iran into a protracted and costly confrontation with Israel, which could weaken Tehran and its regional allies.

The restraint camp – from across Iran’s political spectrum – also expressed hope that calm now can serve as leverage in future negotiations with the US, potentially opening a new chapter in US-Iran relations and becoming a more potent response to Netanyahu’s provocations.

Khamenei’s choice

Khamenei did not agree.

Speaking to officials on August 14, he said Iran must not be intimidated by the psychological warfare its enemies were using.

Invoking the Quran, he added that “non-tactical retreats, whether in military, political, media or economic fields, will incur divine wrath”. Although there is no indication yet as to what he will do, it is a choice that could reshape the Middle East’s strategic landscape.

The nuclear question adds to the complexity.

Thus far, Iran’s nuclear policy has centred around its right to possess peaceful nuclear technology, Khamenei’s fatwa on the issue, and to exist in a nuclear-weapons-free zone, an official who wished to remain anonymous told Al Jazeera.

“In the broad sense, Iran’s nuclear policy still does not fall under the category of nuclear ambiguity like Israel,” the official said, referring to Israel’s refusal to disclose what nuclear capabilities it has.

However, a remark by Israeli Prime Minister Benjamin Netanyahu at the UN last September and an Israeli minister advocating that Gaza be levelled with nuclear weapons have been perceived as threats by Iran, the official said, prompting Iran to rethink its strategy.

The US’s unilateral withdrawal from the nuclear agreement is another reason for Iran to recalibrate its approach, they added, explaining that Iran entered nuclear talks hoping sanctions on the country would be lifted in exchange for restrictions on its nuclear programme.

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