Tehran assesses the damage – and where to go from here.
Tuesday briefing: How weakened is Iran after Operation Midnight Hammer – and where might it go from here? | The Guardian

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A state funeral for Iranian military commanders and nuclear scientists killed is held in Tehran on 28 June.
01/07/2025
Tuesday briefing:

How weakened is Iran after Operation Midnight Hammer – and where might it go from here?

Philip Oltermann Philip Oltermann
 

Good morning. The term “cakeism” – the false belief that one can simultaneously enjoy the benefits of two mutually exclusive choices – may forever be associated with the Brexit negotiations, when keeping the advantages of EU membership while also shedding its costs became the UK’s official bargaining position.

But the appeal of cakeism endures, and over the last week the US president’s approach to the conflict with Iran has started to look distinctly gateau-shaped. Donald Trump wants the glory of a decisive victory on the battlefield but is not so keen on the long-term repercussions that come with it: tit-for-tat retaliations, unforeseeable conflict spillage, focused diplomacy, or even regime change – the kind of talk the Maga movement associates with Trump’s predecessors.

Questions over the efficacy of the US strikes of Iranian nuclear facilities remain unanswered. And as the regime in Tehran defiantly insists on its own “victory”, insists that trust in the UN nuclear inspectorate is “broken”, and cracks down on dissent at home, it is starting to look as if Trump might not be able to have his cake and eat it after all. For today’s newsletter, I spoke to diplomatic editor Patrick Wintour about how weakened Iran really is, and what this could mean for the stability of the ceasefire. Here are the headlines.

Five big stories

1

Welfare | Downing Street’s plans to see off a major Labour welfare rebellion were in chaos on Monday night, amid continued brinkmanship between MPs and the government over the scale of the concessions. There was significant division between government departments over how to respond to rebels’ demands ahead of the knife-edge vote on Tuesday.

2

UK news | Police have formally opened a criminal investigation into comments made by Bob Vylan and Kneecap at Glastonbury after reviewing video and audio footage of the performances. Meanwhile on Monday, the BBC said that it should not have allowed chants of “Death to the IDF” at Bob Vylan’s performance to be broadcast.

3

Crown Estate | King Charles is set to receive official annual income of £132m next year, after his portfolio of land and property made more than £1bn in profits thanks to a boom in the offshore wind sector.

4

Arms trade | Britain’s decision to allow the export of F-35 fighter jet components to Israel, despite accepting they could be used in breach of international humanitarian law in Gaza, was lawful, London’s high court has ruled. The judges ruled that the “acutely sensitive and political issue” was “a matter for the executive … not for the courts”.

5

Crime | A 92-year-old man who evaded justice for almost 60 years has been convicted of raping and murdering a woman in Bristol, after a review by a cold case police team and scientists. Officers believe the 58-year gap between the crime and the conviction may be the biggest in modern English policing history.

In depth: ‘The situation is very unstable, and anything could kick it off’

Amir Saeid Iravani, Iran’s ambassador to the United Nations, in June.

On 21 June, the US air force and navy bombed three of Iran’s nuclear sites, thus becoming directly involved in a military conflict started when Israel struck key military and nuclear facilities in Iran eight days earlier. Since then, president Donald Trump has been ever more adamant that Iran’s nuclear facilities have been “completely and totally obliterated”, and that the ceasefire agreed on 24 June would bring “tremendous LOVE, PEACE, AND PROSPERITY” to the region in perpetuity.

A week on, the ceasefire still holds, but questions over the strikes’ long-term consequences are mounting. CNN has reported US intelligence assessments that the bombing did not destroy the core components of the country’s nuclear programme.

The regime in Tehran, meanwhile, has struck a note of defiance, with Iran’s supreme leader, Ayatollah Ali Khamenei, claiming his country had “dealt a severe slap to the face of America” with a missile attack on a US base in nearby Qatar. Which begs the question: did Operation Midnight Hammer weaken Iran’s nuclear ambitions, or will it embolden its leadership to pursue them in the long term?


How damaged are Iran’s military capabilities?

The intense fighting between Israel and Iran – now often referred to as the “12-day war” – exposed the Islamic Republic’s air defences, showing it was not able to defend itself as effectively against aerial assaults as it has previously claimed.

The American strike on the three nuclear facilities – at Fordow, Natanz and Isfahan – was undoubtedly effective. “Most serious analysts think that the damage of the US strikes was very, very serious, and it’s hard to imagine that Iran still has a credible nuclear weapons programme in place that has somehow eluded intelligence,” said Patrick Wintour.

That is not the same as “obliteration”, however – significantly so. Rafael Grossi, the head of the UN’s nuclear watchdog, the International Atomic Energy Agency (IAEA), said that while American bombers had “severely damaged” Iranian facilities, “one cannot claim that everything has disappeared and there is nothing there”, and Tehran could begin weaponising uranium again in “a matter of months”.

“Even if Iran just has a couple of dozen centrifuges out of tens of thousands left, it could purify its uranium stockpiles within about three months,” said Patrick. “That’s the problem with a military solution and no diplomatic strategy behind it – it would have to be a total wipeout to solve the problem.”

Last week, Iran’s parliament voted unanimously to suspend all cooperation with the IAEA, and the message that Tehran does not want anyone to have a close look at the wreckage was underlined by a menacing article in an Iranian newspaper, claiming Grossi was an Israeli spy who should be executed. “They cannot have access to our site,” Iran’s UN ambassador Amir-Saeid Iravani said. “Our assessment is that they have not done their jobs.”

Until the nuclear inspectorate is allowed access to what remains of the facilities, Patrick said, “we are driving blind” – which, at the moment, could actually be not just in Iran’s but also Trump’s interest. “Iran wants to have nuclear ambiguity for now”, he added. For the US president, meanwhile, the lack of empirical evidence has allowed him to claim an emphatic military victory: “It has allowed his assessment of the strikes’ impact to become harder and harder.”


How isolated is Iran diplomatically?

In recent months, Iran’s foreign minister has invested some effort trying to convey to Qatar, Saudi Arabia and the UAE that Tehran is not some rogue bellicose state but a mature diplomatic player in the region. “The war has undone that,” said Patrick. “And that’s the case even though those wealthy Gulf states don’t publicly support what the US has done, and even bemoan its short sightedness in private.”

The 12-day war and its aftermath have also shown up little return for Iran’s diplomatic efforts in Europe. Germany’s new chancellor, conservative Friedrich Merz, praised Israel’s air strikes on the Islamic Republic, saying it was “doing the dirty work for all of us”, and later added there was “no reason” to criticise America’s attack. Britain’s prime minister, Keir Starmer, backed the strikes and only warned mildly of a “risk of escalation” in the Middle East.

“What will trouble Tehran most is that it hasn’t managed to leverage the disagreements between Trump and the European Union,” said Patrick. “The Iranians had hoped that Europe would be much more condemnatory of the strikes.”


Is the regime also weakened domestically?

In the wake of Operation Midnight Hammer, some Maga acolytes on social media called on the Iranian people to rise up against the regime. Given the social and economic situation in the west Asian republic, this might sound like a realistic demand: unemployment and poverty rates are high, inflation at almost 40%, in part due to the state’s self-punishingly high military spending. It was only three years ago that the country saw civil unrest and mass protests against the regime, triggered by the death in police custody of the 22-year-old Kurdish-Iranian woman Mahsa Amini.

Yet Israeli and American air strikes, with a reported death toll of more than 900 lives, have also shored up support for the government. “The regime is trying to galvanise what happened, and there has been a rallying-around-the-flag effect”, Patrick said. “Even critical voices in the diaspora have been mindful of alienating ordinary Iranians.” Reza Pahlavi, the exiled son of the last shah who has been one of the leading figures of the pro-democracy movement, has endorsed calls for a civil uprising but has appeared isolated.

Instead of pro-democracy marches, Tehran has seen the regime parade the coffins of the “martyred” military chiefs and nuclear scientists who died in the strikes to state funerals.

The regime has also further tightened its grip on civil liberties, turning on alleged traitors from within. “After the strikes, the Iranian opposition called on the regime to mark a fresh start and release political prisoners”, says Patrick. In fact, the opposite happened.” During the 12-day war, six Iranians were executed on alleged charges of collaborating with Israel. “It is clear that a new wave of intense repression has begun, more severe than ever before”, the daughter of one political prisoner told Guardian reporters.

Prioritising military over social spending might become a harder political sell in the wake of the war, but then there is only so much political-selling that authoritarian regimes need to do while they have the electorate’s hands tied behind their backs. “In truth, Iran’s loathsome regime didn’t even come close to falling”, said foreign affairs commentator Simon Tisdall in his analysis.


What does this mean for the ceasefire?

The truce between Israel and Iran is volatile. “The situation is very unstable, and anything could kick it off,” said Patrick. The list of unpredictable “anythings” is long: American security agencies have warned of a looming threat of Tehran-backed; US-based “sleeper cells” could be called in for retaliatory attacks; and Iran’s top Shia cleric has issued a fatwa for Trump and Israel’s Benjamin Netanyahu to be made to “regret their words and mistakes”.

Analysts are concerned about the lack of a political programme to keep the ceasefire in place. Trump has said he is “not offering Iran anything”, while the Iranian side has claimed that the US president wants to return to negotiations. In an interview with the BBC on Monday, Iran’s deputy foreign minister, Majid Takht-Ravanchi, said his country would only be open to such talks if the US were to rule out further strikes during the process.

But as long as Trump’s intelligence assessment of his victory remains the same, Patrick reckoned there was also considerable pressure to keep the ceasefire in place. “If it were to end, the next stage could only be regime change, and that would take Trump into ideologically difficult territory.”

What else we’ve been reading

Santiago Yahuarcani, Sin título (Untitled) 2021, natural pigments and acrylic on llanchama, 60 x 87 cm. © Santiago Yahuarcani. Photo: CRISIS Gallery.
  • Stefan Stern makes a compelling case for a collective U-turn on U-turns. They can make politicians look indecisive and sloppy, but isn’t it a good thing that politicians show they can change their mind? After all, he writes: “Westminster orthodoxy and the real world are not always in perfect alignment.” Charlie Lindar, acting deputy editor, newsletters

  • I enjoyed Sam Jones’s interview with Santiago Yahuarcani, the indigenous Peruvian artist whose paintings of pink dolphins (above) and pipe-smoking frogs take you deep into the Amazonian rainforest. Philip

  • Where season one of Squid Game was a word-of-mouth sensation, seasons two and now three have nearly killed off the show’s legacy. How did it go so wrong? Stuart Heritage breaks it down in this spoiler-spattered post-mortem. Charlie

  • If Vladimir Putin asked you for a dance, would you say yes? The former Austrian foreign minister Karin Kneissl did so in 2018 – at her own wedding – and has since left Europe behind to head up a think tank in St Petersburg. In this long read, Amanda Coakley asks what led a career diplomat to fall under the Moscow strongman’s spell. A riveting morality tale about the petty grievances that animate geopolitics. Philip

  • The Guardian’s Phil Daoust has one tip for a long and healthy life: get a grip. In his latest Fit for ever column, he explores how grip strength is linked to heart health, stroke risk and an indicator of your physical wellbeing. Charlie

 

The Guardian is a reader-funded news organization that answers to no one other than the public. You can support us here – it’s quick, and any amount helps. Thank you.

 

Sport

Spain’s Carlos Alcaraz celebrates winning his first round match against Italy’s Fabio Fognini during day one of the 2025 Wimbledon on 30 June 2025 in London, England

Tennis | Carlos Alcaraz survived Wimbledon’s hottest-ever opening day although the Spaniard was far from his sizzling best as he began his quest for a hat-trick of titles with a scare against Fabio Fognini at the All England Club on Monday. Elsewhere on Monday, Emma Raducanu and Sonay Kartal were among a record seven British players to win in the first round.

Football | Manchester City have been knocked out of the Club World Cup in an upset 4-3 defeat to Saudi Arabia’s Al-Hilal. With the scores level at 2-2 at the end of 90 minutes, goals for Kalidou Koulibaly and and Marcos Leonardo were enough to take Al-Hilal through despite Phil Foden’s volley.

Formula One | Lando Norris has urged fans at Silverstone not to cast his McLaren teammate and world championship rival, Oscar Piastri, as a villain at Sunday’s British Grand Prix. Norris won the Austrian GP in Spielberg after a tense, lights-to-flag fight with Piastri, the pair in almost constant competition over 70 laps.

The front pages

Guardian front page 1 July 2025

“Labour bid to woo rebels descends into chaos on eve of welfare vote,” is the splash on the Guardian today. The i has “No 10 in final push to win over rebel MPs ahead of welfare vote.” The FT opts for “Diluted welfare reform halves savings but still pushes 150,000 into poverty,” while the Mail splashes with “Rebel MPs are set to humiliate PM today.”

“NHS will prioritise UK doctors and nurses,” says the Times. “BBC boss at festival for rapper’s hate chant,” is the lead story over at the Telegraph. The Express highlights the same controversy at Glastonbury with: “BBC boss has ‘to act now or resign’”.

“Did somebody say..... JUST NICKED,” has the Sun, for a story about arrests of asylum seekers working as food delivery drivers. The Metro leads with “The Vivienne’s tragic last hours,” and the Star focuses on the heatwave with: “You ain’t seen nothing sweat!”

Today in Focus

France, Buschwiller, Sandra Wiedemann, mother with baby Côme while she’s interviewed with Phoebe Weston in her livingroom.

The French town that banned its tap water and the chemicals that could be in yours

Phoebe Weston heads to Alsace, eastern France, to hear about a ban on drinking water caused by dangerously high levels of ‘forever chemicals’.

The Guardian Podcasts

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The Upside

A bit of good news to remind you that the world’s not all bad

Emily Bratt in Brighton.

Few office workers do not dream of becoming a digital nomad. But what if that life isn’t for you? In this feature, Emily Bratt (above) writes about when she – and others around the globe – discovered they needed the comfort of a 9-5, and the relief they gained from coming back home.

“I had conflated digital nomadism with holidaying,” writes Bratt. “But it turned out that working in a cafe was still working in a cafe, whether you are in a Starbucks in Swindon or a beach bar in Bali. I found myself resenting having to work when there was so much to explore.”

Sign up here for a weekly roundup of The Upside, sent to you every Sunday

Bored at work?

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