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Iran theocracy 'dying in its sleep' with no successor plan, US analyst says

Kambiz Tavana
Kambiz Tavana

Iran International

Oct 25, 2025, 16:17 GMT+1Updated: 00:06 GMT+0
Iran's Supreme Leader Ali Khamenei
Iran's Supreme Leader Ali Khamenei

Punishing Israeli attacks over the summer exposed Tehran’s deep vulnerabilities, former State Department analyst Joshua Yaphe told Iran International, underscoring the nigh demise of a ruling generation whose outlook is stuck in a distant past.

The June conflict was capped off on June 22 with US strikes on major nuclear sites, marking the superpower's first direct assault on Iranian territory after decades of proxy conflicts.

Tehran's lack of any meaningful retaliation, Yaphe said, laid bare how exposed 86-year-old Supreme Leader Khamenei was and how a security apparatus he had built up for decades had failed to perform.

"It’s very hard to see how Iran regains legitimacy,” said Yaphe, who worked as a Middle East analyst for the State Department for 15 years.

“These are the people who crafted the narratives of the ‘resistance economy’ and other doctrines supporting Khamenei’s agenda,” he added. “That generation is retiring, dying off, or leaving leadership roles, with no coherent transition plan for what comes next.”

Iran’s central challenge, he said, is generational. The revolutionary cadre from the 1979 Revolution and the Iran-Iraq War built key institutions such as the Islamic Revolutionary Guard Corps (IRGC), the Basij domestic militia and economic conglomerates which dominate large sectors of the economy.

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Joshua Yaphe (left) in Iran International studio in DC

Memory of pre-1979 grievances such rural inequality under the Shah as well as torture and killings by his security agencies, Yaphe says, lingers strongly for the superannuated ruling cadres.

These authorities remain committed to anti-Western confrontation and nuclear advancement, viewing compromise as weakness, according to Yaphe.

“The government in Iran has chosen to die on a particular hill, and they’re going to die there slowly, in their sleep,” he said. “It’s going to be a very slow, mundane transition, the outcome is likely gradual change rather than abrupt upheaval.”

Even the most apparently reactionary institutions like the Islamic Revolutionary Guard Corps could theoretically play a role in a transition.

"In the event of a change in power, there’s no future for the Guards as they exist today,” he said. “Internally, the IRGC could pursue a coup or maintain clerical oversight to preserve influence—they’ll have to weigh costs and benefits.”

Across the region, Yaphe said Islamist movements are declining, citing sidelined groups like the Muslim Brotherhood and weakened Iranian proxies such as Hamas and Hezbollah.

‘Next move happens soon’

Donald Trump’s maximum pressure campaign and the 2020 US assassination of senior IRGC commander Qasem Soleimani were major turning points, Yaphe said.

“Actions under Trump advanced these trends. The Soleimani strike disproved fears of escalation, direct measures disrupted Iran’s comfort with covert operations dating back to its 1982 interventions in Lebanon," he said, referring to the IRGC's founding of its powerful Lebanese affiliate Hezbollah.

“Iran prefers operating in the shadows,” Yaphe added. “Israel and the US responded forcefully, degrading proxies - probably the most effective approach.”

He criticized Washington’s traditional Iran policy as overly partisan: negotiation-driven on the left, confrontational on the right, but often lacking depth.

The analyst contrasted this with Trump’s approach, which, he said, prioritized results over ideology.

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“President Trump has specified acceptable terms,” Yaphe said. “Tehran, still trapped in 1979-era thinking, doesn’t grasp the shift toward pragmatic power dynamics. They don’t seem to understand that the West will act.”

“In the next three to five years, something significant will happen in Iran,” Yaphe said. “Either way, it won’t remain the Islamic Republic we know today.”

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