Why Iran's New Supreme Leader Could Intensify the War

The Telegraph
The TelegraphMar 9, 2026

Why It Matters

A hard‑line supreme leader could deepen the US‑Israel‑Iran confrontation, destabilizing regional security and global energy markets.

Key Takeaways

  • Mojtaba Khamenei appointed supreme leader after father's death
  • IRGC loyalist leader likely adopts harsher anti‑Israel posture
  • War reaches day ten, US‑Israel strikes intensify Iranian retaliation
  • Gulf oil crisis deepens as supply routes face disruption
  • Interceptor missile stockpiles dwindling, regional defenses strained

Pulse Analysis

The ascension of Mojtaba Khamenei marks a pivotal moment for Iran’s political calculus. Unlike his predecessor, who balanced hard‑line rhetoric with occasional diplomatic overtures, the new supreme leader is an entrenched IRGC insider. This background suggests a strategic preference for military solutions over negotiation, potentially emboldening Tehran to expand its missile campaigns and support proxy forces throughout the region. Such a shift could lock the United States and Israel into a protracted conflict, raising the risk of broader regional involvement.

On the battlefield, the war’s tenth day has seen a marked escalation in kinetic operations. US and Israeli airstrikes have intensified, prompting Iran to retaliate with longer‑range drone and missile attacks targeting critical infrastructure. The Gulf states, already wary of Iranian influence, are scrambling to bolster air defenses amid reports of dwindling interceptor missile inventories. Experts from the International Institute for Strategic Studies warn that a shortage of defensive interceptors could force neighboring nations to seek external procurement, further complicating the security architecture of the Persian Gulf.

Beyond the immediate military dynamics, the conflict is reshaping global energy markets. Disruptions to oil flow through the Strait of Hormuz have already nudged Brent crude above $100 per barrel, sparking concerns over a prolonged supply crunch. As regional production facilities face the threat of sabotage, investors are pricing in higher risk premiums, which could ripple through downstream industries worldwide. The convergence of a hard‑line Iranian leadership, escalating hostilities, and an oil supply squeeze underscores the urgent need for diplomatic channels to prevent a deeper economic fallout.

Original Description

Could Iran’s new leader be worse than the old one? On the 10th day of the US-Israeli war with Iran, Roland looks at why IRGC-favourite Mojtaba Khamenei has been chosen as the new supreme leader to take over from his assassinated father and what it means for the regime.
Plus, Venetia speaks to Sascha Bruchmann, IISS Research Fellow for Defence and Military Analysis, to get a view from the Gulf about the growing oil crisis, fears over dwindling interceptor missile stocks and how the war is dragging in other Middle Eastern countries.
CONTRIBUTORS:
Venetia Rainey, co-host @venetiarainey
Roland Oliphant, Chief Foreign Affairs Commentator and co-host @RolandOliphant
Sascha Bruchmann, IISS Research Fellow for Defence and Military Analysis
CONTENT REFERENCED:
David Blair: New supreme leader shows folly of Trump’s war
Iran has already made its first big miscalculation of the war
Iran war, day ten: Everything you need to know
Producer: Peter Shevlin
Executive Producer: Louisa Wells
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