Nuclear tension could ease, but not end after Iran election, say analysts

Iran's newly-elected President Masoud Pezeshkian, center, waves to supporters as he visits the shrine of the Islamic Republic's founder Ayatollah Ruhollah Khomeini in Tehran, Iran, July 6, 2024.

Masoud Pezeshkian's victory in Iran's presidential elections has given a rare boost to efforts for scaling down years of tensions over Tehran's nuclear program, even with no indication of any upcoming breakthrough in the crisis.

Pezeshkian's defeat of ultra-conservative Saeed Jalili, a former chief nuclear negotiator whose intransigence and style made him notorious among Western diplomats, is a relief for European governments as they seek to maintain dialogue on the issue.

The incoming president was backed by former president Hassan Rouhani, who while in office led efforts to defuse the crisis.

Pezeshkian also boasted on his campaign team former foreign minister Mohammad Javad Zarif, who in the past had worked intensely with European officials over the nuclear dossier.

But even after taking office, Pezeshkian will in no way be Iran's number one figure on foreign policy or nuclear issues, with top authority resting with supreme leader Ayatollah Ali Khamenei, who has led the Islamic republic since 1989.

During campaigning for the election — called after hardline president Ebrahim Raisi died in a helicopter crash — 69-year-old Pezeshkian had advocated for an Iran more open to the West.

He had also called for "constructive relations" with Washington and the Europeans in order to "bring Iran out of its isolation."

He showed "that his project was very different from that of the ultra-conservative Saeed Jalili," who rejected the impact of international sanctions on the economy, said Thierry Coville, Iran specialist at the Institute of International and Strategic Relations, or IRIS.

'No longer realistic option'

The 2015 Iranian nuclear deal, known as the JCPOA, and concluded with the United States, China, Russia, France, Germany and the United Kingdom, was supposed to regulate Iran's atomic activities in exchange for the lifting of international sanctions.

But since the unilateral 2018 U.S. departure from the agreement at the behest of Republican former president Donald Trump, the Islamic republic has gradually freed itself from its commitments.

Tehran vehemently denies it wants to acquire nuclear weapons, but its program continues to grow.

According to the International Atomic Energy Agency, or IAEA, Iran is the only non-nuclear armed country to enrich uranium to 60 percent, close to the 90 percent needed to build a bomb, and to accumulate such large stocks.

Western diplomats who spoke to AFP said that a victory for Saeed Jalili would have further paralyzed the issue, describing him as a "hardliner" "who served up ideological speeches" during negotiations and was the embodiment of an inflexible line.

"Restoring the 2015 nuclear deal is no longer a realistic option as the facts on the ground have fundamentally changed," said Ali Vaez, Iran project director at the International Crisis Group.

"Iran's nuclear program is now too advanced, sanctions have proven too sticky, trust is at an all-time low, and the world powers are no longer on the same page."

But he added that Jalili's "inflexible and ideological approach" would have been bound "to put Iran and the West on a collision course."

With an experienced diplomatic team beneath Pezeshkian, "a series of transactional agreements that would help avert a crisis" could be possible, even if a "sustainable solution might still prove beyond reach," he said.

'Out of the game'

Pezeshkian's election has come at a sensitive moment for Iran.

Tensions are at the highest they have been in years between Israel and Iran in the wake of the October 7 attack by Hamas on Israel and the ensuing war in Gaza. Several Western governments fear a new war could now start between Iran-backed Hezbollah and Israel in Lebanon.

Meanwhile, Israel, which some observers believe has stepped up sabotage operations inside Iran in recent years, has never ruled out military action against Iranian nuclear facilities. It could feel further encouraged if Trump wins American presidential elections against the Democrats this year.

The Islamic republic is keenly aware that any easing of sanctions will first have to be negotiated with Washington. Whether or not the Democrats remain in power is therefore a key piece of the puzzle.

As for the Europeans, who are also all emerging from elections that have changed their political landscape, they retain limited room for maneuver.

"They have put themselves somewhat out of the game by accepting American sanctions" against Tehran, said Thierry Coville.