US to ease Venezuela oil sanctions after Maduro kidnapping: CNBC
Al Mayadeen | January 7, 2026
The United States is preparing “to recalibrate” its unilateral sanctions regime on Venezuelan oil, CNBC reported. Washington says the move would allow crude exports to continue without a fixed end date, a claim Caracas and several international observers reject as part of a coercive campaign to seize control over the country’s strategic resources.
The reported policy shift comes amid extraordinary tensions following the kidnapping of President Nicolás Maduro by US forces, an operation carried out without an extradition process, a United Nations mandate, or consent from Venezuelan institutions. Caracas has described the act as a grave breach of sovereignty and international law, while allied governments have warned it marks a dangerous escalation from sanctions enforcement to outright military intervention.
Against this backdrop, US President Donald Trump is expected to meet executives from major American oil companies on Friday to discuss what the White House has described as the “future” of Venezuela’s energy resources. Fox Business, citing a senior US official, said the talks will focus on managing Venezuelan oil flows as sanctions are selectively eased.
Oil Coercion Campaign
The discussions follow reports that US authorities have instructed Venezuela’s what it blatantly described as “interim leadership” to prioritize American buyers and partner exclusively with US firms in oil production, while simultaneously demanding that Caracas cut economic and security ties with key allies, including China, Russia, Iran, and Cuba.
Beijing has condemned the demands as “typical bullying,” warning that Washington is attempting to reshape Venezuela’s foreign relations and economic model through force and pressure.
Trump earlier claimed that Venezuela’s interim authorities had agreed to supply the United States with between 30 million and 50 million barrels of oil, pledging that the proceeds would be used for the benefit of both countries.
“We’re talking about 30 to 50 million barrels of oil being turned over,” Trump said. “We’re going to use the money for the benefit of the people of both countries.”
Caracas and its allies reject that framing, arguing that any such transfers, announced in the aftermath of military pressure, maritime interdictions, and the kidnapping of the country’s head of state, amount to resource extraction under duress, regardless of claims that transactions would occur at “market prices.”
Venezuelan officials note that Washington has simultaneously enforced seizures of tankers, restricted access to non-US buyers, and threatened senior political and military figures with similar treatment, narrowing Caracas’ options while portraying the outcome as voluntary trade.
Sovereignty Under Assault
The White House has yet to release full details on the scope or conditions of the sanctions rollback. Critics, however, say the sequence of events, including military escalation, leadership seizure, recognition of an interim authority, threats against remaining officials, and rapid moves to redirect oil exports, reflects a longstanding US strategy of using sanctions and force to assert control over energy assets in resource-rich states.
For Venezuela, which holds the world’s largest proven oil reserves, officials insist that oil belongs to the Venezuelan state and its people. They argue that Washington’s actions represent an escalation from economic warfare to outright aggression, setting a precedent that threatens international norms governing sovereignty, non-intervention, and the prohibition on the use of force to secure economic advantage.
US seizes Russian oil tanker
RT | January 7, 2026
The US military on Wednesday seized the Russian-flagged oil tanker Marinera in the North Atlantic, after pursuing it all the way from the Caribbean Sea.
The vessel, previously named Bella 1, was intercepted for alleged “violation of US sanctions” in the international waters to the northwest of Scotland.
The action was taken by the US Justice Department and the Department of Homeland Security in coordination with the military, the US European Command has announced.
“The vessel was seized in the North Atlantic pursuant to a warrant issued by a U.S. federal court after being tracked by USCGC Munro,” it said.
The action against the tanker supports US President Donald Trump’s “proclamation targeting sanctioned vessels that threaten the security and stability of the Western Hemisphere,” the command noted. US Secretary of War Pete Hegseth confirmed that the seizure of the vessel was related to the “blockade of sanctioned and illicit Venezuelan oil.”
The tanker first came into the US crosshairs after reportedly trying to approach Venezuela late last year. The US Coast Guard attempted to detain the vessel, yet the crew declined to let the Americans on board, and headed for the Atlantic. During the pursuit, the vessel changed its name and switched to the Russian flag.
Shortly after the capture of the Marinera, the US Southern Command said it had seized another vessel in the Caribbean Sea, describing it as “a stateless, sanctioned dark fleet motor tanker.”
“The interdicted vessel, M/T Sophia, was operating in international waters and conducting illicit activities in the Caribbean Sea. The US Coast Guard is escorting M/T Sophia to the US for final disposition,” the command stated.
US Actions in Venezuela Threaten Global Supply Chain Stability – Chinese Foreign Ministry
Sputnik – 07.01.2026
BEIJING – The US military operation against Venezuela has threatened the stability of the global supply chain and the economic situation in the country, Chinese Foreign Ministry spokesperson Mao Ning said on Wednesday.
Earlier in the day, the ABC TV channel reported, citing sources familiar with the White House’s position, that the US had required Venezuela to “agree” to an exclusive partnership with the US on oil and give preference to Washington in the sale of heavy oil. US President Donald Trump has previously called himself a key figure in the governance of Venezuela after the capture of Venezuelan President Nicolas Maduro by US forces.
“The blatant use of force against Venezuela has seriously affected Venezuela’s economic and social order and threatens the stability of the global supply chain. China strongly condemns this,” Mao said.
Cooperation between China and Venezuela is cooperation between sovereign states, protected by international law and the laws of both countries, Mao added when asked about Beijing’s plans to protect its energy interests in Venezuela.
On January 3, the US launched a massive attack on Venezuela that led to the capture of Maduro and his wife. The presidential couple was flown to New York to be tried under US laws on charges of “narco-terrorism.” On Monday, the Venezuelan Supreme Court temporarily transferred the presidency to Vice President Delcy Rodriguez, who was sworn in before the National Assembly.
The Russian Foreign Ministry has expressed solidarity with the Venezuelan people, calling for Maduro and his wife to be released and for the situation not to be allowed to escalate further. Following Moscow, Beijing called for the immediate release of Maduro and his wife, stressing that the US actions violate international law. The North Korean Foreign Ministry has also criticized the US actions.
Recession-Hit Europe to Harm Own People by Giving Ukraine €800 Billion – Orban
Sputnik – 06.01.2026
Europe, which is currently in recession, will harm its own population if it provides Ukraine with the €800 billion demanded by the country, and European citizens will begin to resist such a policy, Hungarian Prime Minister Viktor Orban said.
“Ukraine is asking for €800 billion over the next decade while Europe is in recession. Those who pay this price are harming their own people, and societies will eventually push back against policies that destroy living standards,” Orban was quoted as saying on the social network X by Hungarian government spokesman Zoltan Kovacs.
On January 3, Ukrainian Prime Minister Yulia Svyrydenko said that Ukraine would need $800 billion over the next 10 years for recovery and economic growth. According to her, Ukraine expects to secure these funds through grants, loans, and private investment.
Ukraine’s 2026 budget was adopted with a record deficit. According to Verkhovna Rada lawmaker Dmytro Razumkov, funds—including for military salaries and weapons—could begin to run out as early as February. At the same time, official Kiev expects to “patch budget holes” with aid from Western partners, which has been gradually declining.
Ending the fighting and reducing the size of Ukraine’s military could provide relief, a point repeatedly raised by Russia. However, the Ukrainian authorities continue to ignore calls for peace, despite common sense and a lack of funds, including for maintaining the armed forces.
Iran’s collapsing currency exposes the profiteers behind the crisis
By Fereshteh Sadeghi | The Cradle | January 5, 2026
In the final days of 2025, as the rial plunged to unprecedented lows, Tehran’s bustling Jomhuri (Republic) Avenue transformed into a corridor of defiance.
‘Bazaaris’ (traditional merchant class with deep political and economic influence) and cellphone shopkeepers, cornered by a collapsing currency and punishing tariffs, shuttered their stores and poured into the streets.
Their outrage ignited a fire that quickly spread to the Grand Bazaar, long considered Iran’s economic barometer. Unlike the 2022 protests over social freedoms or the 2009 unrest sparked by electoral disputes, this wave of demonstrations is driven squarely by economic collapse and long-festering mismanagement.
What began as a merchants’ revolt against an unworkable trade environment soon revealed the deeper rot of decades-long economic mismanagement, institutional corruption, and a sanctions-choked system that punishes the people to sustain itself.
Sanctions, sabotage, and a vanishing economy
Iran, a nation of over 86 million, registered a meager 0.3 percent economic growth in summer 2025, while inflation soared past 42 percent by December. Labor force participation remains abysmally low, trailing nearly 20 points behind the global average. These dire metrics have steadily worsened under the weight of relentless US sanctions, first re-imposed by President Donald Trump in 2018 during his first term, and have intensified through two presidential terms.
The rial’s spectacular collapse – breaking the 1,445,000 mark against the US dollar – did not occur in a vacuum. It marked a 47.8 percent surge in just six months.
The higher the rate was going up, the angrier were businesses whose sales are directly dependent on the dollar-rial change rate. The first spark of protests was ignited by the shopkeepers at two cellphone shopping malls in downtown Tehran. They started a strike, saying they were unable to do business because they were struggling with a new cellphone registry tariff the government had imposed on devices priced at $600 and more.
The next day, shopkeepers did not just close their shops but took to the famous Republic Avenue, protesting against the situation. The dollar dealers at Ferdowsi Avenue joined the protests too, and in the Grand Bazaar, gold and silversmiths brought their shutters down in fear of chaos.
A shopkeeper at Lalezar Street tells The Cradle that, “we were forced to close our shops as some protesters attacked us verbally and threatened to ransack our shops by hurling stones at our windows.”
In addition to sanctioning traditional routes such as banks, firms and individuals, the US Department of the Treasury’s Office of Foreign Assets Control (OFAC), has been targeting digital currency addresses it accuses of being used by a financial network to transfer Iran’s oil and non-oil money.
According to Gholma-Reza Taj Gardoun, chairman of the parliamentary budget committee, “the Iranian government only received 13 out of $21 billion oil revenues in the last eight months”. He added that “the remaining $8 billion is the cause of the current turmoil, the shortage of dollar bills in the market and the rising exchange rate.”
A rigged system of profiteers
Taj Gardoun is not alone in exposing how oil and non-oil export revenues have failed to return to Iran. At the heart of the crisis lies a parasitic class of semi-governmental enterprises and politically-connected traders who profit from Iran’s fiscal dysfunction.
Former finance minister and current lawmaker Hussein Samsami estimates that “117 out of $335 billion non-oil export revenues have not returned to the country, since the US re-imposed sanctions in 2018.” Much of this capital, he says, was siphoned off by ‘khosulati’ entities – quasi-governmental firms benefiting from state ownership yet operating without transparency or oversight.
Equally troubling is the shadowy role of “trustees” – a secretive network tasked with circumventing sanctions to sell Iranian oil.
Former Central Bank of Iran (CBI) Governor Valiollah Seif acknowledged “they are trusted people, Iranians and non-Iranians, who transfer money (for Iran),” adding “money transfer is a very risky process and the payment of these so-called trustees and the money changers working with them is high.” Seif revealed “sometimes a trustee siphons off the funds.”
Apart from the trustees, the quasi-governmental entities are also blamed for refusing to give back the non-oil export money to the central bank and sell it at rates higher than the regular CBI-approved rate at the official market.
These companies are owned by various funds affiliated with the Iranian government. The petroleum and the social welfare ministries gained a majority of the shares in these funds through the privatization process in different governments.
The third group that has not returned the export money is individuals or firms with special business permits. A deputy CBI governor reports that “Individuals who own or rented 900 special licenses must return some $16 billion to the central bank, (but they didn’t).”
The result is a liquidity trap in which foreign exchange vanishes from official markets, feeding a vicious cycle of inflation and speculation.
State paralysis and political deflection
For months, the government of Iranian President Masoud Pezeshkian appeared paralyzed, watching as the currency spiralled and public rage mounted. While some suggest the state deliberately allowed the rial to slide to ease its budget deficits, others cite institutional chaos and a lack of cohesive economic policy.
They refer to a confession made by former Iranian president Hassan Rouhani in 2020, “The foreign currency belongs to the government, the price is decided by the government and we can bring it down, if we decide it.”
In reaction to the voices of dissatisfaction, Pezeshkian tasked his interior minister with meeting the representatives of the protesters and listening to their grievances.
He sat with merchants and replaced CBI governor Mohammad-Reza Farzin with former finance minister Abdolnasser Hemmati. Nevertheless, the latter, who was impeached 10 months ago over his mismanagement of the foreign exchange market, said “he has no responsibility regarding the currency market and his task is to control imbalanced banks and reduce inflation.”
Austerity in a powder keg
In the streets, the demonstrations have morphed into sporadic riots, mostly in western provinces, marked by attacks on police stations and arson against state buildings. Casualties have been reported, including among security forces, as the protests shift from organized dissent to expressions of raw frustration.
Demonstrations in Tehran that were not large in essence have subsided, but morphed into sporadic riots. Smaller cities or towns in western Iran are now the scene of riots, with the number of rioters limited to dozens, not even hundreds.
Arson attacks against government buildings or rioters storming police stations to capture their armory have been reported. About a dozen, including police forces, have been killed countrywide, and arrests have been made.
Iran’s leader, Ayatollah Ali Khamenei, on 3 January, admitted that the ‘bazaaris’ have legitimate complaints regarding economic instability. Still, he made it clear that the Islamic Republic “will not yield to the enemy” and will deal seriously with violent protesters; “rioters must be put in their place.”
The Iranian leader’s comments were a response to Trump after he threw his weight behind the protesters, threatening the Islamic Republic with military intervention “if protesters are killed.” The Reformist Front joined in rejecting foreign threats, warning that any interference in the protests would escalate violence and distort the people’s demands.
In a last-ditch bid to regain economic control, an Iranian official from the Budget and Planning Organization says “the Trustees will be asked to return billions of dollars in their overseas accounts to the country.” A lawmaker cautions, “the parliament will question the oil minister over the issue of the Trustees.”
Iran’s minister of economy said that positive results have been achieved from negotiations with several countries, including the release of part of Iran’s financial resources and the opening of funding channels for importing essential goods, along with gradual efforts to unify the exchange rate into a single rate.
Simultaneously, Pezeshkian is pushing ahead with plans to phase out subsidies for essential imports – a move he dubs an “economic surgery” that will be offset by targeted vouchers for lower-income citizens. But austerity in the midst of currency collapse, inflation, and a credibility crisis is a combustible formula.
Iranian officials are closely tracking the situation in Venezuela, where the abduction of President Nicolas Maduro and rising US aggression offer chilling parallels. For now, Tehran’s street protests remain contained. But if the economic pain persists and reforms deepen inequality, the next wave may not be as easily quelled.
US ‘creating enemies’ by humiliating rivals – analyst
RT | January 5, 2026
The US administration is making enemies around the world by taking harsh steps such as seizing the leaders of sovereign nations, American journalist and political analyst Bradley Blankenship has told RT.
The comments come a day after Venezuelan President Nicolas Maduro was kidnapped along with his wife, Cilia Flores, during a US raid on Caracas. Washington accuses the Venezuelan leader of narco-trafficking and weapons offences, allegations he has denied.
“When you humiliate a sovereign head of state live on television, you create the conditions for the population to resist you,” Blankenship told RT on Monday. “That is what we are seeing in Caracas. When you drag a sovereign leader through New York in an open white van, you only create enemies. That is what the United States is doing.”
He said such actions risk galvanizing resistance inside Venezuela and beyond. “This is how you lose,” Blankenship said. “You do not break people’s will. You harden it.”
Blankenship, the founder of the Northern Kentucky Truth and Accountability Project, argued that Washington’s seizure of Maduro has elevated him into a powerful political symbol rather than weakening his movement.
“Maduro’s role is more symbolic than instrumental,” Blankenship said, describing him as a continuation of the Chavista political project rather than a revolutionary figure on the scale of Simon Bolivar, Fidel Castro or Che Guevara. “But he is definitely a symbol for Venezuelans as someone who resisted American imperialism,” he added.
According to Blankenship, Washington’s approach is already having wider repercussions. By carrying out the operation against Venezuela, the US has threatened multiple countries, such as Colombia, Mexico, Greenland, Cuba and Canada, as well as others across several continents.
“This is how you create enemies,” he said. “Not only abroad, but at home as well.”
Blankenship also pointed to signs of internal dissent within the US security apparatus, noting that details of the Venezuela operation were leaked to major American newspapers before it took place. “The fact that it leaked shows internal dissent,” he said, adding that similar divisions have emerged during previous US military actions.
Oil tankers depart Venezuela in ‘dark mode’ amid US blockade: Report
The Cradle | January 5, 2026
About a dozen tankers loaded with Venezuelan oil and fuel departed the country in recent days, despite a blockade imposed by US President Donald Trump as part of the pressure campaign to depose Venezuelan President Nicolas Maduro, TankerTrackers.com reported on 5 January.
The US military launched an operation on Friday to abduct Maduro and his wife, bringing them to the US to face trumped-up drug trafficking charges in a New York court.
Four of the departed tankers recently left Venezuelan waters through a route north of Margarita Island, TankerTrackers.com revealed, after identifying the vessels in satellite images.
At least four of the tankers had been cleared by Caracas authorities in recent days to leave Venezuelan waters, a source with knowledge of the departures’ paperwork told Reuters. The tankers traveled in “dark mode” after switching off their transponders.
According to Reuters, Venezuela’s state-run oil company PDVSA had accumulated a very large inventory of floating storage amid the US blockade imposed by Trump last month, which had brought the country’s oil exports to a standstill.
The ability of the tankers, all of which are under US sanctions, to depart the country loaded with oil will provide relief for PDVSA, which was running out of storage capacity.
Oil provides Venezuela’s primary source of revenue, making the continued export of the country’s crude crucial for maintaining stability following the US regime-change operation.
Oil minister and vice president Delcy Rodriguez now leads the country in Maduro’s absence.
It was not immediately clear if the US allowed the tankers to depart Venezuela or if they managed to break the US blockade.
Trump claimed on Saturday that the “oil embargo” on Venezuela was still in force, but said Caracas’s largest customers, including China, would keep receiving oil as long as it was paid for using dollars, not yuan.
However, Maduro’s ouster will likely [???] lead Venezuelan oil to be rerouted toward the US and away from China moving forward.
“A smooth transition in Caracas will likely result in a rapid rerouting of Venezuelan oil exports, re-establishing the US as the major buyer of the country’s volumes,” Reuters wrote on Sunday.
Pro-Israel billionaire and Trump supporter Paul Singer is expected to be the largest beneficiary of the rerouting.
In November, a judge in the US District Court in Delaware awarded the assets of PDVSA’s US subsidiary, CITGO, to Amber Energy, which is funded by Singer’s Elliott Management.
Elliot Management paid just $5.9 billion for CITGO’s assets, which include oil refineries in Texas, Louisiana, and Illinois. Estimates of the actual value of CITGO’s assets are as high as $18 billion.
CITGO’s refineries in the US were custom-built to refine Venezuela’s heavy crude, meaning that due to Trump’s regime-change operation, Singer will now be able to purchase Venezuelan oil, refine it, and sell it as fuel in the US.
Jaime Brito, an oil analyst at OPIS, said access to Venezuelan oil imports “will be a game changer for US Gulf Coast … refiners in terms of profitability.”
US Wants to Install ‘Functional Protectorate’ in Venezuela: Here Are Its Four Components
Sputnik – 05.01.2026
With Maduro out, Washington is looking to establish “four kinds of control” in Venezuela. Independent Peru-based geopolitical and economic analyst Nicolas Takayama Constantini outlines the mechanics of these measures for Sputnik.
“Operationally, it means that they will have a de facto tutelary administration,” Constantini explained. This would mean:
- “indirect political control” via a “provisional authority” or “transition council” approved by Washington, not the Venezuelan people
- technical and financial control over the oil sector, including contracts, ports and foreign currency flows
- direct control over oil revenues, either by the US Treasury, “or some entity controlled by the US”
- some form of US military or security presence, not necessarily a large one.
“So, in fact this wouldn’t be classical governance, but rather a form of functional protectorate, similar to Iraq in 2003,” the observer said.
Goal of US Operation: Seizure of Resources or Message to Rivals
“From a rational economic point of view, military intervention is not efficient. The military, political and reputational cost for the US far exceeds any potential energy gains. But it’s not only the resources,” even in Venezuela’s case (oil, gas, rare earths, tech metals, gold), Constantini said.
It’s about sending a message to Washington’s geopolitical rivals, including China, Russia and Iran, about preventing Venezuela’s resources from falling into their hands, and letting regional countries know: “if you don’t submit or make your resources available to me when I need, this will happen to you.”
“Just to have a note here, obviously the US doesn’t care about the Venezuelan interest or even the American citizens’ interest related to drug traffickers because the agencies in the US say that the main flow of drugs doesn’t come from Venezuela,” the expert added.
Venezuela Attack Signals Final Breakup of Post-WWII Order
“It’s an extremely serious precedent for the international order. It means that state sovereignty doesn’t work anymore. The head of state immunity doesn’t work anymore. It normalizes regime change by force without multilateral authorization. It reinforces the idea that power supersedes international law,” Constantini explained.
“It marks the end of what remained of international law and the international order after the Second World War… a greater militarization of foreign policy and acceleration of the global order’s fragmentation into competing blocs. This implies that other powers can do the same if they don’t consider a particular government legitimate,” the observer summed up.
Venezuela slashes oil production as US embargo halts exports
Al Mayadeen | January 5, 2026
Venezuela’s state-run oil company, PDVSA, began cutting crude output on Sunday as storage facilities reached critical capacity, a direct consequence of the comprehensive US oil embargo that has reduced exports to nearly zero.
The move adds further strain on an interim government grappling with mounting economic and political pressure.
PDVSA is shutting down oilfields and well clusters after storage facilities near capacity, with stocks of extra-heavy crude piling up. The company is also facing a shortage of diluents, essential for blending Venezuela’s heavy oil for export.
These constraints have forced the company to reduce PDVSA crude output.
Sources confirmed to Reuters that output cuts were requested at joint ventures such as CNPC’s Petrolera Sinovensa, Chevron’s Petropiar and Petroboscan, and Petromonagas. The latter, once operated jointly with Russian state-run Roszarubezhneft, is now under sole PDVSA control.
Chevron Shipments Halted Despite License
Chevron, which holds a US license to operate in Venezuela, had been an exception to the wider export freeze. However, since Thursday, its shipments have also come to a halt. Although Chevron has not yet reduced production, storage capacity is nearing its limit at key facilities such as Petropiar and Petroboscan.
No Chevron-operated tankers have left Venezuelan waters since Thursday, and if delays persist, Chevron Venezuela operations may be forced to scale back output.
Chevron stated it continues to operate “in full compliance with all relevant laws and regulations,” without providing further comment.
Political and Economic fallout from US blockade
The political landscape in Caracas remains tense following the kidnapping of President Nicolas Maduro and his wife by US forces on Saturday.
Delcy Rodriguez, Venezuela’s oil minister, has since assumed the role of interim president.
President Donald Trump declared that an “oil embargo” was fully in effect as part of a broader transition overseen by the US. The US oil embargo on Venezuela has halted tanker movements, impacted international shipments, and left the country’s oil-dependent economy under extreme duress.
Although Rodriguez stated last month that Venezuela would continue producing and exporting oil despite US sanctions, the embargo’s tightening grip has forced PDVSA to slow operations and store crude on vessels.
Export collapse and floating storage build-up
In recent weeks, PDVSA has resorted to using floating storage, loading tankers with crude and fuel as onshore capacity maxes out.
Over 17 million barrels of oil are currently stored aboard ships awaiting departure, according to TankerTrackers.com. No tankers were docked at the Jose terminal on Sunday, halting both export and domestic supply activities.
The Venezuela oil storage crisis worsened as more than 45% of the country’s 48-million-barrel onshore storage capacity was filled, forcing excess fuel oil into open-air waste pools.
Meanwhile, Venezuela’s access to diluents has been constrained. In the second half of last year, the country increased imports of naphtha and light oil from Russia to blend its heavy crude. However, these shipments began facing obstacles in December due to the US-led blockade.
Venezuela’s crude output, which stood at approximately 1.1 million barrels per day (bpd) in November with exports reaching 950,000 bpd, dropped to around 500,000 bpd last month, according to preliminary data based on shipping movements.
Venezuela’s oil production slowdown could have a domino effect, disrupting refining and the domestic fuel supply chain. This poses a serious challenge to the interim government, which relies on oil revenues to maintain basic governance and internal stability.
Why Are Mike Pompeo And The Mossad Publicly Announcing Mossad Involvement In Iranian Protests?
The public announcement of Mossad involvement in Iranian protests seems to have a cynical motive
The Dissident | January 2, 2026
Recently, a Twitter account widely seen to be backed by the Israeli Mossad along with the former CIA director and Secretary of State for Trump’s first term, Mike Pompeo, have publicly claimed that Israel’s Mossad is involved in the current protests in Iran.
At first glance, the claims seem to be a sloppy admission of a covert Israeli intelligence operation, but a closer look suggests something far more cynical is at play.
For context, on December 29th, an X account called “Mossad Farsi”- which the Israeli newspaper Ynet notes “is widely regarded as an official messaging channel of the Mossad targeting Iranian audiences, though Israel has not officially confirmed its ownership”-wrote, “Let’s come out to the streets together. The time has come.
We are with you. Not just from afar and verbally. We are with you in the field as well.”
The tweet has been taken in Israeli media as confirmation of Mossad involvement in the Iranian protests, for example, the Jerusalem Post wrote an article titled , “Mossad spurs Iran protests, says agents with demonstrators in Farsi message”.
Following the tweet, Mike Pompeo, the former director of the CIA and Trump’s former Secretary of State, also wrote a tweet appearing to confirm Mossad involvement in the protests, tweeting today:
The Iranian regime is in trouble. Bringing in mercenaries is its last best hope.
Riots in dozens of cities and the Basij under siege — Mashed, Tehran, Zahedan. Next stop: Baluchistan.
47 years of this regime; POTUS 47. Coincidence?
Happy New Year to every Iranian in the streets. Also to every Mossad agent walking beside them.
A closer look at these seeming public admissions shows something more cynical at play.
Some analysts have speculated that both Pompeo and the Mossad are either publicly admitting to Mossad involvement in the protests or making false claims of Mossad involvement in the protests in order to encourage a harsher crackdown on them as a pretext for war.
Responding to the “Mossad Farsi” tweet, Analyst Esfandyar Batmanghelidj argued, “It’s a message intended to provoke the most paranoid figures in Iran’s security forces to see the legitimate protests as a major threat. Mossad wants violence.”
Responding to the Mike Pompeo tweet , journalist Dave Decamp wrote, “I wonder if the point of Pompeo saying Mossad agents are among the Iranian protesters and the Mossad account on here saying something similar is an effort to get Iran to crack down harder so Trump intervenes”.
This theory is bolstered by the fact that Trump- fresh from his visit with Benjamin Netanyahu, where he pushed him towards a new war with Iran – wrote on Truth Social, “If Iran shots and violently kills peaceful protesters, which is their custom, the United States of America will come to their rescue. We are locked and loaded and ready to go. Thank you for your attention to this matter”, suggesting that the U.S. will again bomb Iran if they crack down on protestors.
Mossad involvement in the protests in Iran would come as no surprise.
Israeli intelligence have previously been caught by Haaretz and the University of Toronto’s Citizen Lab creating social media bots that were attempting to foment a violent regime change in Iran and prop up the Israeli puppet, Reza Pahlavi.
Israel’s I24 News, has also admitted that the current protests “likely received guidance” and seem like “a hand is at work here”, from “intelligence work”.
Whether the Mossad operations behind the Iran protests are real or not, it is becoming increasingly clear that the public admissions of it are intended to foment an Iranian government crackdown, so that Trump will make good on his threat and launch a new war.
Protests in Iran: Analysis of current demonstrations and their implications for the Islamic Republic
Few analysts in the West are truly aware of the situation in Iran
By Lucas Leiroz | Strategic Culture Foundation | January 3, 2026
Western understanding of Iran’s internal situation remains profoundly mistaken. Recurring narratives of an imminent collapse ignore the country’s political and social complexity and exaggerate the impact of current demonstrations. It is essential to recognize that, although there are significant tensions, Iran is not currently in a crisis that threatens the continuity of the Islamic Republic, nor is it in a state of absolute stability.
The current demonstrations originate from patriotic sectors of society, motivated by dissatisfaction with the moderate and semi-liberal government of Masoud Pezeshkian. Contrary to widespread claims, most of these protests do not challenge the fundamental principles of the Islamic Republic. The discontent is focused on government economic policies, considered ineffective by broad segments of the population, leading to a perception of management crisis, but not a crisis of legitimacy for the Islamic Republic. Rising prices, water shortages, and economic instability drive popular demands – not challenges to the revolutionary principles themselves.
It is also important to note that, as often occurs in contexts of attempted governmental change, external or internal actors with different interests infiltrate protests, promoting episodes of violence and vandalism. The escalation of clashes in certain areas, particularly in the outskirts and western regions of the country, should not be interpreted as a sign of collapse. Historically, Iran maintains stronger control and stability in major cities and in the capital, Tehran, where protests remain largely peaceful. This pattern demonstrates the institutional capacity of the Islamic Republic to manage crises, even amid significant mobilizations.
Historical context also provides important point of reference for analysis. Iran has previously faced protests of considerable magnitude, such as those following the death of Masha Amina in 2022, when demonstrations led to armed confrontations with security forces. Compared to the events of 2022, today’s social movement is moderate in both intensity and scope, indicating that the security and control system of the Islamic Republic remains functional and effective.
Another key point is the coexistence of different protest currents within the country. While there are mobilizations critical of the government, there are also demonstrations in support of the Islamic Republic (albeit critical of Pezeshkian’s administration). This diversity shows that dissatisfaction is not unanimous toward the Islamic Republic as a whole, but is concentrated on specific management failures and economic policies. This reality significantly reduces the likelihood of a change in the Islamic Republic, although there is some probability of a government collapse.
For external analysts, it is tempting to interpret the protests as a harbinger of total destabilization. A closer analysis suggests that the most plausible scenario is the erosion of Pezeshkian’s moderate government, followed by a possible rise of leadership more aligned with the original revolutionary principles of the Islamic Republic. In this context, an internal power adjustment is far more likely than the dissolution of the country’s institutions.
It must be acknowledged, however, that the Islamic Republic is not immune to risks. Sudden internal or external developments could significantly alter the current balance. Yet, considering Iran’s historical experience with crises, protests, and foreign intervention attempts, contemporary demonstrations do not provide sufficient grounds to predict a national collapse. The Republic remains structured and capable of maintaining its political and social core.
In summary, Western perceptions that Iran is on the brink of collapse reflect a simplistic and misinformed interpretation of events. The current demonstrations should be understood as expressions of sectoral discontent and governance challenges, not as existential threats to the Islamic Republic. The balance of internal forces, combined with historical experience in managing crises, ensures that the Islamic Republic continues to function, with the capacity to adjust to social pressures without compromising its political continuity.

