Death of Iran’s Raisi Could Stir Race for Khamenei Succession, Insiders Say 

Iranian Supreme Leader Ali Khamenei receives President Ebrahim Raisi and members of the government in August. (dpa)
Iranian Supreme Leader Ali Khamenei receives President Ebrahim Raisi and members of the government in August. (dpa)
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Death of Iran’s Raisi Could Stir Race for Khamenei Succession, Insiders Say 

Iranian Supreme Leader Ali Khamenei receives President Ebrahim Raisi and members of the government in August. (dpa)
Iranian Supreme Leader Ali Khamenei receives President Ebrahim Raisi and members of the government in August. (dpa)

Iranian President Ebrahim Raisi's death in a helicopter crash upsets the plans of hardliners who wanted him to succeed Supreme Leader Ali Khamenei and will stir rivalries in their camp over who will take over the country when he dies.

A protege of Khamenei who rose through the ranks of Iran's theocracy, Raisi, 63, was widely seen as a leading candidate to take over from the 85-year-old Supreme Leader - though it was far from being a foregone conclusion in Iran's opaque politics.

His rise to the presidency was part of a consolidation of power in the hands of hardliners dedicated to shoring up the pillars of the Islamic Republic against the risks posed by dissent at home and powerful enemies in a turbulent region.

Raisi had enjoyed staunch backing from Khamenei, who had himself held the position of president before he became Supreme Leader in 1989 following the death of the Islamic Republic's founder, Khomeini.

The Supreme Leader holds ultimate power in Iran, acting as commander-in-chief of the armed forces and deciding on the direction of foreign policy, defined largely by confrontation with the United States and Israel.

While Khamenei has not endorsed a successor, Iran watchers say Raisi was one of the two names most often mentioned, the second being Khamenei's second son, Mojtaba, who is widely believed to wield influence behind the scenes.

Raisi, backed by a group that wanted to see him become Supreme Leader, clearly wanted the role, said Vali Nasr, professor of Middle East Studies and International Affairs at John Hopkins School of Advanced International Studies.

"Now they don't have a candidate, and that opens the door for other factions or other figures to emerge as serious contenders," he said.

For Raisi, a mid-ranking Shiite cleric, the presidency had been a vehicle to reach the supreme leadership. "There's no other candidate right now (with) that kind of a platform and that's why the presidential elections in Iran, however they unfold, will be the first decider about what comes next," Nasr said.

'BLOW TO THE ESTABLISHMENT'

Raisi's views echoed Khamenei's on every major topic and he enacted the leader's policies aimed at entrenching clerical power, cracking down on opponents, and adopting a tough line on foreign policy issues such as the nuclear talks with Washington, two Iranian insiders said.

The hardliners maintained their grip in a parliamentary election held in March, but turnout sunk to the lowest level since the revolution.

Critics saw this as reflecting a crisis of legitimacy for the clerical elite, amid mounting economic struggles and dissent among Iranians chafing at the social and political restrictions which drove months of protests ignited by the death of a young woman arrested by the morality police in 2022.

Though his name has often been cited, doubts have swirled over the possible candidacy of Mojtaba, a mid-ranking cleric who teaches theology at a religious seminary in the city of Qom.

Khamenei has indicated opposition to his son's candidacy because he does not want to see any slide back towards a system of hereditary rule in a country where the US-backed monarchy was overthrown in 1979, an Iranian source close to Khamenei's office said.

A regional source familiar with the thinking in Tehran said Khamenei's opposition to hereditary rule would eliminate both Mojtaba and Ali Khomeini, a grandson of the Islamic Republic's founder who is based in Najaf, Iraq.

A former Iranian official said powerful actors including the Revolutionary Guards and influential clerics in Qom are now expected to step up efforts to shape the process by which the next supreme leader is picked.

"Raisi's death is a blow to the establishment that has no other candidate now," the official said, adding that while it was believed Raisi had been groomed to succeed Khamenei, nobody knew for sure what Khamenei's intentions were.

UNCERTAINTY IN THE SUCCESSION

Khamenei had not been a clear favorite for the role in 1989 and only emerged after backroom dealings among the clerical elite.

Under Iran's constitution, the Supreme Leader is appointed by the Assembly of Experts, an 88-member clerical body that supervises and in theory can sack the Supreme Leader.

While the Assembly is chosen in an election, another hardline watchdog body comprising clerics and jurists aligned to Khamenei has the power to veto laws and decide who may stand.

Two sources familiar with the matter said the Assembly of Experts had taken Raisi off a list of potential successors some six months ago because of his sagging popularity, reflecting economic hardship caused by US sanctions and mismanagement.

One of the sources said intensive lobbying had been underway by influential, pro-Raisi clerics to get his name reinstated.



What Happens When Russian Gas to Europe Via Ukraine Stops?

A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
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What Happens When Russian Gas to Europe Via Ukraine Stops?

A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo

Austria's energy company OMV was informed by Gazprom that the Russian gas producer would halt deliveries of natural gas via Ukraine to OMV from 0500 GMT on Nov. 16 following OMV winning an arbitration case. Supplies of Russian gas to Europe via Ukraine may completely stop from Jan. 1 2025 after the current five-year deal expires as Kyiv has refused to negotiate the new terms of the transit with Moscow during the war.
Here is what happens if Russian gas transit via Ukraine is completely turned off and who will be affected most, according to Reuters.
HOW BIG ARE THE VOLUMES?
Russian gas supplies to Europe via Ukraine are relatively small. Russia shipped about 15 billion cubic meters (bcm) of gas via Ukraine in 2023 - only 8% of peak Russian gas flows to Europe via various routes in 2018-2019.
Russia spent half a century building its European gas market share, which at its peak stood at 35%.
Moscow lost its share to rivals such as Norway, the United States and Qatar since the invasion of Ukraine in 2022, prompting the EU to cut its dependence on Russian gas.
EU gas prices rallied in 2022 to record highs after the loss of Russian supplies. The rally won't be repeated given modest volumes and a small number of customers for the remaining volumes, according to EU officials and traders.
UKRAINIAN ROUTE
The Soviet-era Urengoy-Pomary-Uzhgorod pipeline brings gas from Siberia via the town of Sudzha - now under control of Ukrainian military forces - in Russia's Kursk region. It then flows through Ukraine to Slovakia.
In Slovakia, the gas pipeline splits into branches going to the Czech Republic and Austria.
Austria still receives most of its gas via Ukraine, while Russia accounts for around two-thirds of Hungary's gas imports.
Slovakia takes around 3 bcm from energy giant Gazprom per year, also about two-thirds of its needs.
Czech Republic almost completely cut gas imports from the east last year, but has started taking gas from Russia in 2024.
Most other Russian gas routes to Europe are shut including Yamal-Europe via Belarus and Nord Stream under the Baltic.
The only other operational Russian gas pipeline route to Europe is the Blue Stream and TurkStream to Türkiye under the Black Sea. Türkiye sends some Russian gas volumes onward to Europe including to Hungary.
WHY DOES THE UKRAINIAN ROUTE STILL WORK?
While remaining Russian gas transit volumes are small, the issue remains a dilemma for the EU. Many EU members such as France and Germany have said they would not buy Russian gas anymore but the stance of Slovakia, Hungary and Austria, which have closer ties to Moscow, challenges the EU common approach.
The countries, who still receive Russian gas, argue it is the most economic fuel and also blame neighboring EU countries for imposing high transit fees for alternative supplies.
Ukraine still earns $0.8-$1 billion in transit fees from Russian gas transit. Russia earns over $3 billion on sales via Ukraine based on an average gas price of $200 per 1,000 cubic meters, according to Reuters calculations.
Russia's gas pipeline export monopoly Gazprom plunged to a net loss of $7 billion in 2023, its first annual loss since 1999, because of the loss EU's gas markets.
Russia has said it would be ready to extend the transit deal but Kyiv has repeatedly said it won't do it.
Another option is for Gazprom to supply some of the gas via another route, for example via TurkStream, Bulgaria, Serbia or Hungary. However, capacity via these routes is limited.
The EU and Ukraine have also asked Azerbaijan to facilitate discussions with Russia regarding the gas transit deal, an Azeri presidential advisor told Reuters, who declined to give further details.