Analysis: Lebanon Races towards Complete Collapse

A view shows damages at the site of a massive explosion in Beirut's port area, as part of the city's skyline in seen in the background, in Beirut, Lebanon August 12, 2020. (Reuters)
A view shows damages at the site of a massive explosion in Beirut's port area, as part of the city's skyline in seen in the background, in Beirut, Lebanon August 12, 2020. (Reuters)
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Analysis: Lebanon Races towards Complete Collapse

A view shows damages at the site of a massive explosion in Beirut's port area, as part of the city's skyline in seen in the background, in Beirut, Lebanon August 12, 2020. (Reuters)
A view shows damages at the site of a massive explosion in Beirut's port area, as part of the city's skyline in seen in the background, in Beirut, Lebanon August 12, 2020. (Reuters)

Lebanon is standing at a crossroads where it is expected to choose its fate after reaching the point of no return on all levels: political, after the vast majority of the people lost faith in the ruling class that has been in power for 30 years; economic, after the collapse of the national currency; and security, after the cataclysmic Beirut port explosion and the state’s clear inability in controlling both its legal and illegal border crossings.

Lebanon, or rather the Lebanese state, managed to overcome the Special Tribunal for Lebanon (STL) verdict hurdle. The court is looking into the 2005 assassination of former Prime Minister Rafik Hariri. There were fears that this week’s verdict would lead to negative reactions in the streets after a Hezbollah member was convicted of the crime. However, the verdict was released without incident in Lebanon. It remains doubtful that local authorities will ever arrest the convict, Salim Ayyash, amid Hezbollah’s declaration that it is not concerned with the STL and therefore, is not concerned with its verdict. Ayyash alone was convicted of the crime, while the STL acquitted three other Hezbollah members – Hassan Merhi, Assad Sabra and Hassan Oneissi – due to a lack of evidence.

2 loopholes in the verdict
Lebanese international law and constitutional expert, Dr. Shafik al-Masri spoke to Asharq Al-Awsat about “two main loopholes in the STL verdict.” The first, he said, was the failure to announce the responsibilities senior Hezbollah operative, Mustafa Badreddine, played in the assassination. Badreddine was assassinated in Syria in 2016.

The second loophole, he added, is the acquittal of the three suspects even though the verdict noted their role in the telecommunications data. Therefore, their very participation in the operation, even if they did not know who the target was, makes them responsible, said Masri.

Moreover, he stressed the need to read the entire verdict, not just its final ruling. He stressed that the verdict clearly states that Hariri’s assassination was politically motivated and linked to Syria. The verdict said the decision to kill the former PM was taken after two developments: the Bristol 3 meeting that called for Syria to withdraw its forces from Lebanon and Hariri’s meeting with Syrian Foreign Minister Walid al-Muallem during which complaints were voiced over Syria’s position in Lebanon.

Masri said people criticized the STL for failing to clearly announce who ordered the assassination, however, international tribunals do not have the jurisdiction to issue verdicts against organizations or states. The clear mentioning of Syria in the verdict is tantamount to condemnation against it, he explained.

On Ayyash’s potential arrest, Masri said that this is up to the new Lebanese government that is yet to be formed. The government will have to demonstrate its seriousness before the local and international public that it will carry out its duty in this regard. The STL may refer the issue to Interpol after Ayyash’s sentence is announce. Interpol could then track him down and arrest him, he explained, citing previous examples.

Port blast and escaping blame
If Lebanon is likely to overcome the repercussions of the STL verdict, then it will no doubt be unable to shake off the aftermath of the August 4 Beirut port blast, which has to date claimed the lives of at least 180 people, injured thousands and left 300,000 homeless. Investigations are ongoing in the explosion, but they are almost exclusively limited to security and administrative officials at the port.

Several political powers have expressed their lack of faith in any local probe, demanding an international investigation. This demand will probably stumble at President Michel Aoun, and his ally Hezbollah chief Hassan Nasrallah, who have rejected it.

As of this week, Judge Fadi Sawwan has issued numerous arrest warrants in the investigation, with Beirut Port General Manager Hassan Koraytem and Director General of Lebanese Customs Badri Daher among the most prominent officials included. Sawwan is still focusing his investigation on the negligence that allowed 2,750 tons of highly-explosive ammonium nitrate to remain at the port for seven years. As for the cause of the blast, the judge is awaiting reports from explosive experts, significantly from French and FBI experts, who are helping the Lebanese team.

At any rate, many in Lebanon fear that blame for the blast will be limited to port authorities, not the judges or ministers who knew of the dangerous stockpile of ammonium nitrate at the hangar 12. Retired general Dr. Mohammed Rammal told Asharq Al-Awsat that several different security agencies oversee security at the port. Even civil authorities are involved. However, uncovered correspondence revealed that security, civil and judicial authorities all knew about the stockpile. This demands that a number of judges be probed. Rammal explained that security forces do not have the authority to move products at the port, but rather they need authorization that is granted by the concerned judiciary.

It appears the political powers will not be able to shirk their responsibilities from the blast given the massive pressure they are under from the people. Furthermore, Rammal said that the arrest of the chief of Lebanese Customs will inevitably lead to an immediate probe of the finance minister, seeing as the customs authority is directly answerable to his ministry.

New government after US elections?
The investigations into the port blast are taking place in the absence of a capable government. Prime Minister Hassan Diab quit after the explosion and is now heading a caretaker cabinet. The absence of a government does not seem to concern the political powers, who are embroiled in their usual bickering, ignoring international pressure that is demanding the formation of a neutral cabinet that is committed to much-needed political and economic reform.

At the moment, the March 8 camp, led by the “Shiite duo” of Hezbollah and the Amal movement, and their ally Aoun, refuses the formation of an independent government. It is insisting on a political national unity government, which is rejected by the opposition, especially the Mustaqbal Movement, headed by former PM Saad Hariri, who is the strongest contender to lead the new cabinet. These disputes mean that the government will not be formed any time soon, said Dr. Sami Nader, director of the Levant Institute for Strategic Affairs.

He predicted that the Diab government will continue to operate in a caretaker capacity until “at least” the American presidential elections in November. He told Asharq Al-Awsat: “The government formation process is now in the Iranian-American court.” He explained that Washington is waiting on Tehran to come to the negotiations table in order to discuss pending issues between them, including Lebanon. Iran, however, will not approach it before the elections, significantly since recent polls show that President Donald Trump’s chances of reelection are slim.

Nader dismissed reports of a French-Iranian initiative that would lead to the formation of a new government. He stressed that the Americans are the ones holding the Lebanese “card”, while the French are simply playing the role of facilitator or mediator.

Lebanon can only see its way out of the crisis through a government that does not include the current political class. Only then will it be able to address the catastrophe caused by the Beirut blast and exert serious efforts in putting an end to the economic freefall. Resolving the economic crisis cannot take place without international help and the success of negotiations with the International Monetary Fund. “A national unity government or the government of deception – meaning technocrat that the political elite will be controlling behind the scenes – are doomed to fail and rejected by the international community,” Nader said.



The West Bank Football Field Slated for Demolition by Israel

Israeli army bulldozers pass buildings during a military operation in Nur Shams refugee camp, near the West Bank city of Tulkarem, 12 January 2026. (EPA)
Israeli army bulldozers pass buildings during a military operation in Nur Shams refugee camp, near the West Bank city of Tulkarem, 12 January 2026. (EPA)
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The West Bank Football Field Slated for Demolition by Israel

Israeli army bulldozers pass buildings during a military operation in Nur Shams refugee camp, near the West Bank city of Tulkarem, 12 January 2026. (EPA)
Israeli army bulldozers pass buildings during a military operation in Nur Shams refugee camp, near the West Bank city of Tulkarem, 12 January 2026. (EPA)

Israeli authorities have ordered the demolition of a football field in a crowded refugee camp in the occupied West Bank, eliminating one of the few ​spaces where Palestinian children are able to run and play.

"If the field gets demolished, this will destroy our dreams and our future. We cannot play any other place but this field, the camp does not have spaces," said Rital Sarhan, 13, who plays on a girls' soccer team in the Aida refugee camp near Bethlehem.

The Israeli military ‌issued a demolition ‌order for the field on ‌December ⁠31, ​saying ‌it was built illegally in an area that abuts the concrete barrier wall that Israel built in the West Bank.

"Along the security fence, a seizure order and a construction prohibition order are in effect; therefore, the construction in the area was carried out unlawfully," the Israeli military said in a statement.

Mohammad Abu ⁠Srour, an administrator at Aida Youth Center, which manages the field, said the ‌military gave them seven days to demolish ‍the field.

The Israeli military ‍often orders Palestinians to carry out demolitions themselves. If they ‍do not act, the military steps in to destroy the structure in question and then sends the Palestinians a bill for the costs.

According to Abu Srour, Israel's military told residents when delivering ​the demolition order that the football field represented a threat to the separation wall and to Israelis.

"I ⁠do not know how this is possible," he said.

Israeli demolitions have drawn widespread international criticism and coincide with heightened fears among Palestinians of an organized effort by Israel to formally annex the West Bank, the area seized by Israel in the 1967 Middle East war.

Israel accelerated demolitions in Palestinian refugee camps in early 2025, leading to the displacement of 32,000 residents of camps in the central and northern West Bank.

Human Rights Watch has called the demolitions a war crime. ‌Israel has said they are intended to disrupt militant activity.


In 'Big Trouble'? The Factors Determining Iran's Future

In this frame grab from video taken by an individual not employed by The Associated Press and obtained by the AP outside Iran shows people blocking an intersection during a protest in Tehran, Iran, Thursday Jan. 8, 2026. (UGC via AP)
In this frame grab from video taken by an individual not employed by The Associated Press and obtained by the AP outside Iran shows people blocking an intersection during a protest in Tehran, Iran, Thursday Jan. 8, 2026. (UGC via AP)
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In 'Big Trouble'? The Factors Determining Iran's Future

In this frame grab from video taken by an individual not employed by The Associated Press and obtained by the AP outside Iran shows people blocking an intersection during a protest in Tehran, Iran, Thursday Jan. 8, 2026. (UGC via AP)
In this frame grab from video taken by an individual not employed by The Associated Press and obtained by the AP outside Iran shows people blocking an intersection during a protest in Tehran, Iran, Thursday Jan. 8, 2026. (UGC via AP)

Over two weeks of protests mark the most serious challenge in years to Iran's theocratic leadership in their scale and nature but it is too early to predict the immediate demise of the Iranian republic, analysts say.

The demonstrations moved from protesting economic grievances to demanding a wholesale change from the clerical system that has ruled Iran since the 1979 revolution that ousted the shah.

The authorities have unleashed a crackdown that, according to rights groups, has left hundreds dead while the rule of supreme leader Ali Khamenei, now 86, remains intact.

"These protests arguably represent the most serious challenge to Iran in years, both in scale and in their increasingly explicit political demands," Nicole Grajewski, professor at the Sciences Po Centre for International Studies in Paris told AFP.

She said it was unclear if the protests would unseat the leadership, pointing to "the sheer depth and resilience of Iran's repressive apparatus".

The Iranian authorities have called their own counter rallies, with thousands attending on Monday.

Thomas Juneau, professor at the University of Ottawa, said: "At this point, I still don't assess that the fall of the regime is imminent. That said, I am less confident in this assessment than in the past."

These are the key factors seen by analysts as determining whether Iran’s leadership will hold on to power.

- Sustained protests -

A key factor is "simply the size of protests; they are growing, but have not reached the critical mass that would represent a point of no return," said Juneau.

The protest movement began with strikes at the Tehran bazaar on December 28 but erupted into a full-scale challenge with mass rallies in the capital and other cities from Thursday.

The last major protests were the 2022-2023 demonstrations sparked by the death in custody of Mahsa Amini who had been arrested for allegedly violating the dress code for women. In 2009, mass rallies took place after disputed elections.

But a multi-day internet shutdown imposed by Iranian authorities has hampered the ability to determine the magnitude of the current demonstrations, with fewer videos emerging.

Arash Azizi, a lecturer at Yale University, said "the protesters still suffer from not having durable organized networks that can withstand oppression".

He said one option would be to "organize strikes in a strategic sector" but this required leadership that was still lacking.

- Cohesion in the elite -

While the situation on the streets is of paramount importance, analysts say there is little chance of a change without cracks and defections in the security forces and leadership.

So far there has been no sign of this, with all the pillars of Iran from parliament to the president to the Revolutionary Guards (IRGC) lining up behind Khamenei's defiant line expressed in a speech on Friday.

"At present, there are no clear signs of military defections or high-level elite splits within the regime. Historically, those are critical indicators of whether a protest movement can translate into regime collapse," said Sciences Po's Grajewski.

Jason Brodsky, policy director at US-based group United Against Nuclear Iran, said the protests were "historic".

But he added: "It's going to take a few different ingredients for the regime to fall," including "defections in the security services and cracks in the Islamic republic's political elite".

Israeli or US military intervention

US President Donald Trump, who has threatened military retaliation over the crackdown, announced 25 percent tariffs on Monday against Iran's trading partners.

The White House said Trump was prioritizing a diplomatic response, and has not ruled out strikes, after having briefly joined Israel's 12-day war against Iran in June.

That war resulted in the killing of several top Iranian security officials, forced Khamenei to go into hiding and revealed Israel's deep intelligence penetration of Iran.

US strikes would upend the situation, analysts say.

The Iranian foreign ministry said on Monday it has channels of communication open with Washington despite the lack of diplomatic relations.

"A direct US military intervention would fundamentally alter the trajectory of the crisis," said Grajewski.

Juneau added: "The regime is more vulnerable than it has been, domestically and geopolitically, since the worst years of the Iran-Iraq war" that lasted from 1980-1988.

- Organized opposition -

The US-based son of the ousted shah, Reza Pahlavi, has taken a major role in calling for protests and pro-monarchy slogans have been common chants.

But with no real political opposition remaining inside Iran, the diaspora remains critically divided between political factions known for fighting each other as much as the Iranian republic.

"There needs to be a leadership coalition that truly represents a broad swathe of Iranians and not just one political faction," said Azizi.

- Khamenei's health -

Khamenei has now been in power since 1989 when he became supreme leader, a post for life, following the death of revolutionary founder Khomeini.

He survived the war with Israel and appeared in public on Friday to denounce the protests in typically defiant style.

But uncertainty has long reigned over who could succeed him, with options including his shadowy but powerful son Mojtaba or power gravitating to a committee rather than an individual.

Such a scenario between the status quo and a complete change could see "a more or less formal takeover by the Revolutionary Guards", said Juneau.


What to Know about the Protests Shaking Iran as Govt Shuts Down Internet and Phone Networks

Mourners carry coffins during a funeral procession for members of security forces and civilians said to be killed in protests on Sunday, amid evolving anti-government unrest, in Tehran, Iran, in this screengrab from a video released on January 11, 2026.  IRIB/Handout via REUTERS
Mourners carry coffins during a funeral procession for members of security forces and civilians said to be killed in protests on Sunday, amid evolving anti-government unrest, in Tehran, Iran, in this screengrab from a video released on January 11, 2026. IRIB/Handout via REUTERS
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What to Know about the Protests Shaking Iran as Govt Shuts Down Internet and Phone Networks

Mourners carry coffins during a funeral procession for members of security forces and civilians said to be killed in protests on Sunday, amid evolving anti-government unrest, in Tehran, Iran, in this screengrab from a video released on January 11, 2026.  IRIB/Handout via REUTERS
Mourners carry coffins during a funeral procession for members of security forces and civilians said to be killed in protests on Sunday, amid evolving anti-government unrest, in Tehran, Iran, in this screengrab from a video released on January 11, 2026. IRIB/Handout via REUTERS

Nationwide protests in Iran sparked by the country’s ailing economy are putting new pressure on its theocracy as it has shut down the internet and telephone networks.

Tehran is still reeling from a 12-day war launched by Israel in June that saw the United States bomb nuclear sites in Iran. Economic pressure, which has intensified since September when the United Nations reimposed sanctions on the country over its atomic program, has sent Iran's rial currency into a free fall, now trading at over 1.4 million to $1.

Meanwhile, Iran's self-described “Axis of Resistance” — a coalition of countries and militant groups backed by Tehran — has been decimated since the start of the Israel-Hamas war in 2023.

A threat by US President Donald Trump warning Iran that if Tehran “violently kills peaceful protesters” the US “will come to their rescue," has taken on new meaning after American troops captured Venezuela's Nicolás Maduro, a longtime ally of Tehran.

“We're watching it very closely,” Trump has warned. “If they start killing people like they have in the past, I think they're going to get hit very hard by the United States.”

Here's what to know about the protests and the challenges facing Iran's government.

How widespread the protests are

More than 500 protests have taken place across all of Iran’s 31 provinces, the US-based Human Rights Activists News Agency reported early Monday. The death toll had reached at least 544, it said, with more than 10,600 arrests. The group relies on an activist network inside of Iran for its reporting and has been accurate in past unrest.

The Iranian government has not offered overall casualty figures for the demonstrations. The Associated Press has been unable to independently assess the toll, given that internet and international phone calls are now blocked in Iran.

Understanding the scale of the protests has been difficult. Iranian state media has provided little information about the demonstrations. Online videos offer only brief, shaky glimpses of people in the streets or the sound of gunfire. Journalists in general in Iran also face limits on reporting such as requiring permission to travel around the country, as well as the threat of harassment or arrest by authorities. The internet shutdown has further complicated the situation.

But the protests do not appear to be stopping, even after Supreme Leader Ali Khamenei said “rioters must be put in their place.”

Why the demonstrations started

The collapse of the rial has led to a widening economic crisis in Iran. Prices are up on meat, rice and other staples of the Iranian dinner table. The nation has been struggling with an annual inflation rate of some 40%.

In December, Iran introduced a new pricing tier for its nationally subsidized gasoline, raising the price of some of the world’s cheapest gas and further pressuring the population. Tehran may seek steeper price increases in the future, as the government now will review prices every three months.

Meanwhile, food prizes are expected to spike after Iran’s Central Bank in recent days ended a preferential, subsidized dollar-rial exchange rate for all products except medicine and wheat.

The protests began in late December with merchants in Tehran before spreading. While initially focused on economic issues, the demonstrations soon saw protesters chanting anti-government statements as well. Anger has been simmering over the years, particularly after the 2022 death of 22-year-old Mahsa Amini in police custody that triggered nationwide demonstrations.

Some have chanted in support of Iran's exiled Crown Prince Reza Pahlavi, who called for protests Thursday and Friday night.

Iran's alliances are weakened

Iran's “Axis of Resistance," which grew in prominence in the years after the 2003 US-led invasion and subsequent occupation of Iraq, is reeling.

Israel has crushed Hamas in the devastating war in the Gaza Strip. Hezbollah, the Shiite militant group in Lebanon, has seen its top leadership killed by Israel and has been struggling since. A lightning offensive in December 2024 overthrew Iran’s longtime stalwart ally and client in Syria, President Bashar Assad, after years of war there. Yemen's Iranian-backed Houthis also have been pounded by Israeli and US airstrikes.

China meanwhile has remained a major buyer of Iranian crude oil, but hasn't provided overt military support. Neither has Russia, which has relied on Iranian drones in its war on Ukraine.

The West worries about Iran’s nuclear program Iran has insisted for decades that its nuclear program is peaceful. However, its officials have increasingly threatened to pursue a nuclear weapon. Iran had been enriching uranium to near weapons-grade levels before the US attack in June, making it the only country in the world without a nuclear weapons program to do so.

Tehran also increasingly cut back its cooperation with the International Atomic Energy Agency, the UN's nuclear watchdog, as tensions increased over its nuclear program in recent years. The IAEA's director-general has warned Iran could build as many as 10 nuclear bombs, should it decide to weaponize its program.

US intelligence agencies have assessed that Iran has yet to begin a weapons program, but has “undertaken activities that better position it to produce a nuclear device, if it chooses to do so.”

Iran recently said it was no longer enriching uranium at any site in the country, trying to signal to the West that it remains open to potential negotiations over its atomic program to ease sanctions. But there's been no significant talks in the months since the June war.

Why relations between Iran and the US are so tense

Iran decades ago was one of the United States’ top allies in the Mideast under Shah Mohammad Reza Pahlavi, who purchased American military weapons and allowed CIA technicians to run secret listening posts monitoring the neighboring Soviet Union. The CIA fomented a 1953 coup that cemented the shah’s rule.

But in January 1979, the shah fled Iran as mass demonstrations swelled against his rule. Then came the Iranian Revolution led by Khomeini, which created Iran’s theocratic government.

Later that year, university students overran the US Embassy in Tehran, seeking the shah’s extradition and sparking the 444-day hostage crisis that saw diplomatic relations between Iran and the US severed.

During the Iran-Iraq war of the 1980s, the US backed Saddam Hussein. During that conflict, the US launched a one-day assault that crippled Iran at sea as part of the so-called “Tanker War,” and later shot down an Iranian commercial airliner that the US military said it mistook for a warplane.

Iran and the US have seesawed between enmity and grudging diplomacy in the years since. Relations peaked with the 2015 nuclear deal, which saw Iran greatly limit its program in exchange for the lifting of sanctions. But Trump unilaterally withdrew America from the accord in 2018, sparking tensions in the Mideast that intensified after Hamas' Oct. 7, 2023, attack on Israel.