Gulf and Arabian Peninsula

Where is Ali Khamenei? That is the question on the minds of many Iranians and foreign observers in the aftermath of the 12-day war between Iran and Israel. As missiles rained down and retaliatory strikes escalated, one voice was conspicuously absent: that of the supreme leader of the Islamic Republic.

The United States is now at war with Iran, or at least something dangerously close to it. The June 21 US strikes on key Iranian nuclear infrastructure, including the underground Fordow facility, marked a dramatic escalation. Yet Washington has carefully avoided calling this a full-scale war.

Israel’s full-blown war against Iran threatens to upend regional dynamics and Turkey’s careful balancing act. The conflict presents both immediate threats and long-term strategic risks for Turkey.

As the Israel-Iran conflict intensifies, warnings are growing louder that the war could result in hazardous and destructive radiological spillover to much of the region. But the posturing of various key actors in the Gulf and beyond has opened the door to a broader political settlement between the United States and Iran that could end the hostilities before such a dangerous scenario comes to pass.

As the war between Iran and Israel continued, Supreme Leader Ayatollah Ali Khamenei delivered a speech on June 17, framing the conflict as an “imposed war” and calling for national unity. But instead of using this moment to explore diplomatic off-ramps, particularly as President Donald Trump signaled the possible direct participation of the United States in the war on the side of Israel, Khamenei opted for posturing over negotiation and left the Iranian people even more fearful about the future.

As the world watches and waits to see whether the conflict between Israel and Iran escalates into a wider war and whether the United States gets more directly involved, Americans remain sharply divided and mostly distracted by events closer to home, for now.

President Donald Trump threatens Iranian Supreme Leader Ali Khamenei. But measured language and disciplined policy can help prevent escalation and protect American interests.

The evolving confrontation with Israel and the United States places the Islamic Republic of Iran at a critical inflection point. Tehran faces choices that range from limited negotiation and strategic restraint to escalation and eventual collapse. The following analysis explores the key scenarios that could unfold in the coming days, weeks, and years.

Senior Fellow Alex Vatanka joins hosts Alistair Taylor and Matthew Czekaj to examine the dramatic escalation between Israel and Iran following Israel’s targeted strikes on Iranian nuclear sites, infrastructure, and senior IRGC officials. Vatanka discusses how the Iranian regime is responding, the risk of wider regional conflict, and whether the current campaign could mark the beginning of the end for the Islamic Republic.

The past four days have clarified much about what Israel wants from this conflict, what Iran can and cannot do to fight back, and what decisions confront the American president over the next few days.