Who Runs Iran?
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The U.S. is locked in a high-stakes geopolitical standoff with Iran, but the real battle isn't on the battlefield—it's within Iran's own power structure. According to Fred Kagan of the Critical Threats Project, a hidden power struggle is unfolding between Parliament Speaker Mohammed Bagheri-Golabov, who appears to be negotiating on behalf of Iran, and Ahmad Vahidi, the hardline commander of the IRGC’s Quds Force. Despite Golabov’s public statements—like declaring the Strait of Hormuz open—Vahidi and his network have repeatedly overruled him, even firing on ships to assert control. This suggests that U.S. negotiators are talking to a figure with no real authority, while the actual decision-makers are the military hardliners who view nuclear capability as non-negotiable. The U.S. air campaign has inflicted massive damage, but Iran’s ability to disrupt global shipping through the Strait remains a potent asymmetric threat. Kagan argues that the U.S. must shift strategy: not to seek regime change, but to demonstrate that it can reopen the Strait at will—proving that Iran cannot hold the world hostage. This would force Iran into a position where the cost of continued resistance outweighs the benefit, even if nuclear material remains in Iranian hands.
Iran’s leadership is fractured: Parliament Speaker Golabov is negotiating publicly, but real power lies with IRGC commander Ahmad Vahidi, who can veto any deal.
The U.S. is negotiating with a figure who lacks authority—Vahidi’s network controls the military and can override diplomatic statements.
Iran’s ability to threaten closure of the Strait of Hormuz is more valuable than a nuclear weapon, giving them asymmetric leverage over global trade.
The U.S. must prove it can reopen the Strait at will—not just negotiate a deal—to break Iran’s coercive power and shift the balance of pain.
The American public’s opposition to the war stems not from direct suffering, but from confusion and media narratives that frame the conflict as a failure.
…and 3 more takeaways available in PodZeus
The Hidden Power Struggle in Iran
“What we've seen over the past 48, 72 hours is that it's really clear that Vahidi is actually calling the shots and Galibov is not.”
The Strait of Hormuz: A Weapon of Coercion
“The Iranians have not closed the strait in the sense that the Iranians have not made it impossible for ships to transit the strait. What the Iranians have done or has threatened is attack ships and threaten to attack ships.”
The U.S. Strategy: Reopening the Strait, Not Just Bombing
Fred Kagan argues that the U.S. should shift from a purely destructive air campaign to a strategic goal: proving it can reopen the Strait of Hormuz at will. This would demonstrate that Iran cannot hold the world hostage and force Iran into a position of vulnerability.
The Limits of Air Power and the Risk of Overreach
Despite claims of running out of targets, the U.S. still has ample military objectives in Iran. However, Kagan warns against overreliance on air power and emphasizes that the real goal is not regime change, but demonstrating U.S. dominance over critical chokepoints.
The Myth of Iranian Willpower and the Reality of Ideological Hardliners
Kagan challenges the idea that Iran’s leadership is broken by the air campaign. The IRGC hardliners, many of whom fought in the Iran-Iraq War, are ideologically committed to sacrifice and are not deterred by destruction.
“We have to get this country created and we are going to have to make this compromise and deal with the consequences later and let history be our judge.”
“What we've seen over the past 48, 72 hours is that it's really clear that Vahidi is actually calling the shots and Galibov is not.”
“The Iranians have not closed the strait in the sense that the Iranians have not made it impossible for ships to transit the strait. What the Iranians have done or has threatened is attack ships and threaten to attack ships.”
Host
Guest
donald trump
person
ahmad vahidi
person
mohammed bagheri-golabov
person
fred kagan
person
1776
other
supreme national security council
organization
paper mill playhouse
other
critical threats project
organization
understandingwar.org
product
jake sullivan
person
Mourning in Michigan
The Commentary Magazine Podcast • 1h 2m • 3/31/2026
No Man Left Behind
The Commentary Magazine Podcast • 1h 4m • 4/6/2026
Hormuz Tollbooth
The Commentary Magazine Podcast • 1h 10m • 4/8/2026
Waterways and Means
The Commentary Magazine Podcast • 1h 16m • 4/10/2026
New Kids on the Blockade
The Commentary Magazine Podcast • 1h 12m • 4/13/2026
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