[ISW] 이란 업데이트 특별 보고서, 2026년 4월 24일

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핵심 요약:

  • 이란 혁명수비대(IRGC) 사령관 아흐마드 바히디 준장과 그의 핵심 측근들은 국회의장 모하마드 바게르 갈리바프 및 다른 “실용주의자” 관리들이 정권을 보다 유연한 협상 자세로 이끌려는 시도를 여러 차례 차단했습니다. 바히디는 이 내부 권력 투쟁에서 승리한 것으로 보이며, 협상과 전쟁에 대한 정권의 접근 방식을 최대주의적이고 타협하지 않는 입장으로 형성할 가능성이 높습니다. 갈리바프는 현재로서는 이러한 궤도를 의미 있게 바꿀 수 있는 영향력을 갖추지 못한 것으로 보입니다.
  • 갈리바프가 협상팀에서 사임할 수 있다는 최근 보도는 바히디가 정권 내부의 경쟁에서 승리자로 부상했다는 ISW-CTP의 평가와 일치합니다. 소식통은 서방 언론에 갈리바프가 내부 분열에 좌절감을 느껴 협상 대표단에서 사임을 고려했다고 전했으며, 일부 매체는 핵 관련 양보에 대한 이견으로 인해 갈리바프가 이미 협상팀에서 사임했다고 주장했습니다.
  • “실용주의자” 관리들은 더 유연한 접근 방식을 계속 옹호할 수 있지만, 그들의 노력은 단기적으로 정권의 의사 결정에 의미 있는 영향을 미칠 가능성은 낮습니다.
  • 바히디의 명백한 승리는 향후 미국-이란 간의 잠재적 협상에 상당한 영향을 미칠 가능성이 큽니다. 바히디는 또한 “실용주의자” 관리들보다 미국과의 새로운 분쟁의 위험을 더 기꺼이 받아들일 의지를 보였습니다.
  • 이란과 미국은 이번 주말 파키스탄 중재자들과 만나기 위해 대표단을 이슬라마바드로 파견하고 있습니다. 그러나 이 글을 쓰는 시점에서는 대표단이 2차 협상에 참여할지는 불분명합니다. 이란 외무부 장관 아바스 아라그치는 4월 24일 이슬라마바드에 도착했으며, 미국 중동 특별 특사 스티브 위트코프와 제러드 쿠슈너는 4월 25일 이슬라마바드를 방문할 예정입니다. 소식통은 Axios에 위트코프, 쿠슈너, 파키스탄 중재자 간의 별도 양자 회담 후 아라그치, 위트코프, 쿠슈너 간의 3자 회담이 열릴 수 있다고 전했습니다.
  • 이란이 지원하는 것으로 보이는 이라크 민병대가 4월 24일 쿠웨이트 국경 초소에 두 차례의 광섬유 드론 공격을 감행했습니다. 이란이 지원하는 이라크 민병대는 이 글을 쓰는 시점까지 이 공격에 대한 책임을 주장하지 않았습니다. 그러나 이란이 지원하는 이라크 민병대는 전쟁 중에 광섬유 일인칭 시점(FPV) 드론을 사용할 수 있는 능력을 보여주었습니다.
  • 미국 해상 봉쇄는 이란의 원유 저장 능력을 제한하는 것으로 보입니다. Tanker Trackers는 4월 23일 이란이 퇴역한 초대형 원유 운반선(VLCC) Nasha를 재투입하여 페르시아만 내 하르그 섬 인근의 부유식 저장 능력을 확장하고 있다고 보도했습니다. 이는 이란의 육상 저장 능력이 감소함에 따른 조치로 보입니다.

최신 자료 및 관련 링크:

아래 링크는 위에서 언급된 내용과 관련된 최신 정보들을 제공합니다. 링크 내용을 꼼꼼히 확인하시기 바랍니다.


참고:

위에 제공된 정보는 특정 시점의 자료를 기반으로 하며, 상황은 빠르게 변동될 수 있습니다. 최신 정보를 얻기 위해 관련 언론 보도 및 연구 자료를 지속적으로 참고하시기 바랍니다.

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[원문]

Recent reports that Ghalibaf may resign from being a member of the negotiating team are consistent with ISW-CTP’s assessment that Vahidi has emerged as the winner of the intra-regime rivalry.

April 24, 2026

Data Cutoff: 2:00 PM ET

Ria Reddy, Ben Rezaei, Will Doran, Parker Hempel, Avery Borens, Katherine Wells, and Annika Ganzeveld

TOPLINES

Islamic Revolutionary Guards Corps (IRGC) Commander Brigadier General Ahmad Vahidi and his inner circle have repeatedly blocked attempts by Parliament Speaker Mohammad Bagher Ghalibaf and other “pragmatist” officials to push the regime toward a more flexible negotiating position. Vahidi appears to have prevailed in this internal power struggle and will likely shape the regime’s approach toward negotiations and the war with a maximalist and uncompromising stance. Ghalibaf likely lacks the leverage to alter this trajectory in a meaningful way at this time. ISW-CTP has observed and reported on a sustained intra-regime rivalry between Vahidi and his inner circle and a “pragmatist” bloc that includes Ghalibaf, President Masoud Pezeshkian, and Foreign Affairs Minister Abbas Araghchi since late March. The rivalry has shown significant divergences between the two blocs over how to approach the war and negotiations. The divergences first surfaced around March 28 when Pezeshkian criticized the IRGC’s actions in the war. Pezeshkian subsequently accused Vahidi and Khatam ol Anbia Central Headquarters Commander IRGC Brigadier General Ali Abdollahi Ali Abadi of “acting unilaterally and fueling escalation.” The United States and Iran agreed to a ceasefire on April 7 after Araghchi reportedly persuaded the IRGC to accept it, which suggests that Vahidi disapproved of the ceasefire and, likely, negotiations. Vahidi and his inner circle then took steps to constrain the authority of Iran’s negotiating team, which included Ghalibaf and Araghchi, by attempting to insert Supreme National Security Council (SNSC) Secretary Mohammad Bagher Zolghadr into the delegation and limit its mandate, particularly regarding Iran’s missile and nuclear programs. ISW-CTP previously assessed that Vahidi almost certainly attempted to insert Zolghadr into the delegation to ensure that someone from his inner circle could keep tabs on whether Araghchi or Ghalibaf tried to negotiate outside of Vahidi’s red lines. Zolghadr accused Ghalibaf and Araghchi of showing flexibility on certain issues during negotiations in Islamabad on April 11 and 12, after which IRGC leaders called the delegation back to Tehran. The talks collapsed without an agreement, and reports emphasized that the Iranian negotiating team lacked the authority to finalize an agreement. Vahidi continued to reject “pragmatist” efforts to ease tensions with the United States after the first round of negotiations. The IRGC harshly criticized Araghchi after he announced that the Strait of Hormuz was “completely open” on April 17, and the IRGC Navy subsequently attacked several commercial vessels and declared that no vessels of “any type or nationality” were permitted to transit through the strait, for example. Recent US-Iran talks that were expected to take place on April 21 or 22 before the ceasefire expired were canceled due to regime infighting and likely an effort by Vahidi and his camp to derail the talks. Vahidi has consolidated power throughout this rivalry while the “pragmatist” faction has lost influence over regime decision-making.

Vahidi appears to have prevailed over Ghalibaf at this time. Officials from various factions issued coordinated statements on April 23 and 24 that emphasized unity and reaffirmed revolutionary principles. Ghalibaf, Pezeshkian, Araghchi, and Judiciary Chief Gholam Hossein Mohseni Ejei started this messaging, followed by figures aligned with the hardline camp, including Supreme Leader Mojtaba Khamenei, Zolghadr, IRGC Quds Force Commander Brigadier General Esmail Ghaani, and ultra-hardline politician Saeed Jalili. The participation of “pragmatist” figures in this display of unity behind “revolutionary” principles indicates that they have, at least for now, accepted Vahidi’s dominance.

Recent reports that Ghalibaf may resign from being a member of the negotiating team are consistent with ISW-CTP’s assessment that Vahidi has emerged as the winner of the intra-regime rivalry. Sources told Western media that Ghalibaf has grown frustrated with internal divisions and has considered resigning from the negotiating delegation, while some outlets have claimed that Ghalibaf has already resigned from the negotiating team due to disagreements over nuclear concessions. The latter reports are consistent with reports that the Iranian negotiating delegation discussed the nuclear issue “contrary to instructions from Tehran” during the first round of negotiations. Ghalibaf’s resignation, if confirmed, would further signal his defeat and reduce the pragmatists’ influence over negotiations, as well as further consolidate Vahidi’s position within the regime.

KEY TAKEAWAYS

  • Islamic Revolutionary Guards Corps (IRGC) Commander Brigadier General Ahmad Vahidi and his inner circle have repeatedly blocked attempts by Parliament Speaker Mohammad Bagher Ghalibaf and other “pragmatist” officials to push the regime toward a more flexible negotiating position. Vahidi appears to have prevailed in this internal power struggle and will likely shape the regime’s approach toward negotiations and the war with a maximalist and uncompromising stance. Ghalibaf likely lacks the leverage to alter this trajectory in a meaningful way at this time.

  • Recent reports that Ghalibaf may resign from being a member of the negotiating team are consistent with ISW-CTP’s assessment that Vahidi has emerged as the winner of the intra-regime rivalry. Sources told Western media that Ghalibaf has grown frustrated with internal divisions and has considered resigning from the negotiating delegation, while some outlets have claimed that Ghalibaf has already resigned from the negotiating team due to disagreements over nuclear concessions.

  • “Pragmatist” officials may continue to advocate for a more flexible approach, but their efforts are unlikely to meaningfully shape regime decision-making in the near term.

  • Vahidi’s apparent victory will likely have significant implications for potential future US-Iran negotiations. Vahidi has also shown greater willingness than "pragmatist” officials to accept the risk of renewed conflict with the United States.

  • Iran and the United States are both sending delegations to meet with Pakistani mediators in Islamabad this weekend, but it remains unclear whether the delegations will engage in a second round of negotiations at the time of this writing. Iranian Foreign Affairs Minister Abbas Araghchi arrived in Islamabad on April 24, and US Special Envoy to the Middle East Steve Witkoff and Jared Kushner will travel to Islamabad on April 25. Sources told Axios that a trilateral meeting between Araghchi, Witkoff, and Kushner could take place following separate bilateral discussions between Witkoff, Kushner, and Pakistani mediators.

  • Likely Iranian-backed Iraqi militias conducted two fiber-optic drone attacks on Kuwaiti border posts on April 24. Iranian-backed Iraqi militias have not claimed these attacks at the time of this writing. Iranian-backed Iraqi militias have demonstrated their ability to use fiber-optic first-person view (FPV) drones during the war, however.

  • The US naval blockade appears to be constraining Iran’s oil storage capacity. Tanker Trackers reported on April 23 that Iran has recommissioned the retired very large crude carrier (VLCC) Nasha into service, likely to expand Iran’s floating storage capacity near Kharg Island in the Persian Gulf as Iran’s onshore storage capacity decreases.

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