


9 Mar 2026 · 27m · 12 chapters

Iran’s transition to a new Supreme Leader after Ayatollah Ali Khamenei’s death, and how the war is shifting toward attacks on energy and water infrastructure; the episode also includes separate segments on U.S. science funding cuts and a choir “tenor shortage.”
Greg Karlstrom (Economist Middle East correspondent, reporting from Riyadh). Daniela Raz (Economist U.S. correspondent and data journalist). Christian Wilson (director of music at Keble College, Oxford). JP and Zach (tenors in Keble College Chapel Choir).
Mushtaba Khamenei’s selection signals continuity, not reform; he’s close to the Islamic Revolutionary Guard Corps and may initially have limited control amid factional power struggles. The conflict is becoming “economic war” targeting oil, fuel depots, desalination plants, and refineries; Gulf states may harden and push Trump to continue. U.S. science faces large, program-level disruptions despite some congressional budget safeguards. Tenor shortages persist because tenor singing is difficult and requires trained technique; choirs cope with “ringers,” women singing tenor, or repertoire changes.
Israeli strikes on Tehran fuel depots causing heavy smoke; Iranian missile/drone attacks on Saudi oil fields and Bahrain desalination and an oil refinery (BAPCO pauses production); U.S. cuts to DOE renewable research and NIH; measles outbreak linked to vaccine hesitancy; choir coping via semi-professional stiffeners.
Written by AI. May contain mistakes.
Learn about the importance of having distinct public and private investment portfolios.
“For investors at the highest level of sophistication, those with strong advisory support, the natural outcome is two distinct portfolios, one public, one private.”
Discussion on the challenges faced by American science since Trump's presidency.
“Now Republicans in Congress are beginning to fight back.”
Overview of Iran's appointment of Mushtaba Khamenei as the new supreme leader.
“Just over a week ago, Iran's Ayatollah Ali Khamenei was killed in joint US airstrikes.”
Insights into how Iranians perceive the choice of Mushtaba Khamenei.
“So how much do we actually know about this new supreme leader?”
Donald Trump's frustration with the appointment of Mushtaba Khamenei.
“It wants to signal that it is still intact and still in charge.”
Details of recent military actions between Iran and its adversaries.
“What other shifts have we seen in this conflict?”
Exploration of the economic aspects of the ongoing conflict between Iran and Gulf states.
“So if we're shifting into a new phase, what else can we expect to see?”
Examination of the implications of political decisions on U.S. scientific research funding.
“Greg, thank you very much for talking to me.”
Explore the consequences of funding cuts on renewable energy and vaccine research in the U.S.
“Okay, so let's take those concrete examples of areas that have really been damaged.”
Discussion on the implications of the Trump administration's health policies and related episodes.
“Daniela, thank you so much for talking to me.”
Analyzing the growing shortage of tenors in choirs and its implications.
“Those are the soprano, alto, tenor and bass going from top to bottom.”
A reflection on the emotional benefits and expressive power of singing in choirs.
“And we sang around 28 hours of music a week there.”

Get the gist, explore an idea or ask about something said.
On The Intelligence from The Economist, what are the key points of this episode?
Automatic transcript. May contain errors.
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1:05Joel Budd: The Economist
1:12Rosie Blau: Hello and welcome to The Intelligence from The Economist. I'm your host, Rosie Bloor. Every weekday, we provide a fresh perspective on the events shaping your world.
1:27Rosie Blau: American science has taken a battering since Donald Trump took office over a year ago Now Republicans in Congress are beginning to fight back And there's something of a shortage of tenors at the moment Not£10 notes, but the higher male voices in a choir Our correspondent looks for the key to the problem and asks whether ensembles may have to change their tunes
2:04But first...
2:12Rosie Blau: Just over a week ago, Iran's Ayatollah Ali Khamenei was killed in joint US airstrikes. Now a new supreme leader has been picked
2:26Rosie Blau: Mushtaba Khamenei is the son of the last one Chosen by a panel of clerics as the battering of the country continues
2:41Rosie Blau: With assaults on oil and other energy facilities And an Iranian response in kind A new leader and a new phase of the third Gulf War begins.
2:54Daniella Raz: The choice of Moshtaba Khamenei as Iran's new supreme leader is a signal of continuity rather than change.
3:03Rosie Blau: Greg Karlstrom, our Middle East correspondent, is in Riyadh this morning.
3:07Daniella Raz: The regime intends it to show that it is still intact and it is not willing to bend. But I think it's also going to be taken by many Iranians as a signal that their government is simply incapable of any sort of change or reform.
3:23Rosie Blau: So how much do we actually know about this new supreme leader?
3:27Daniella Raz: We don't know much about him. He is a reclusive figure who worked for a long time in his father's office, but in a sense never really held a proper job. we do know that he is close to the Islamic Revolutionary Guard Corps, the regime's Praetorian Guard, and he's a quite influential figure behind the scenes in what's known as the Beit, the office of the supreme leader that his father inhabited for decades. But beyond that, we don't know much about his political views. He hasn't spoken much in public. His clerical credentials are rather lacking. He's not an ayatollah, as the previous two supreme leaders were.
4:06Daniella Raz: He's a mid-ranking cleric at best. So when it comes to matters of theology, his views also somewhat a mystery. The sense in Iran is very much that he's going to be a hardliner, cut from the same cloth as his father, if not even more hardline. But exactly what he wants to do with the office of the supreme leader, we really don't know.
4:26Rosie Blau: What does the choice tell us about how the regime is actually coping with the attacks?
4:32Daniella Raz: Again, I think it tells you that the regime wants to show that it's business as usual and everything is still functioning and that they are not in the mood to moderate or bend the knee to the United States or to their own people. The choice of Mostaba is going to be very unpopular with Iranians, not just because his father was deeply unpopular, but even for regime supporters, the idea of dynastic rule is unpopular. Many regime supporters think, did we really overthrow a monarchy in 1979 just to replace it with another monarchy. And so his popular support is going to be lacking, but the regime doesn't care about that.
5:11Daniella Raz: It wants to signal that it is still intact and still in charge. I think in practice, it's an open question how much power, how much control Mostaba is actually going to have. This is a moment when Iran is navigating a transition in wartime, when most of its leaders are in hiding. They're struggling to communicate with one another. And there are power struggles playing out behind the scenes where various factions are trying to take charge right now. So nominally, Mostaba is now the supreme leader of Iran. He's meant to be in charge of everything. But I think in reality, it's going to take him a while to exert his authority.
5:51Daniella Raz: And you're likely to see the Revolutionary Guard and other camps within the regime really pulling the strings.
5:56Rosie Blau: And what has been the US response to his appointment?
5:59Daniella Raz: Donald Trump is not happy. He previously described Mostaba as a lightweight and someone who was an unacceptable choice for supreme leader. He's talked about wanting to have a role himself in the selection of the supreme leader as if this is the Miss Universe pageant or something, which he used to run. He hoped going into this war 10 days ago that he might find some regime insider that he could cut a deal with the way he did with Delcy Rodriguez in Venezuela. that hasn't happened yet. There have been no signs of prominent regime figures breaking off and engaging in serious talks with the United States.
6:36Daniella Raz: And I think the fact that Mushtaba has been chosen as the supreme leader is a very clear signal that the regime doesn't want to make that sort of a deal and that Trump is going to be frustrated.
6:47Rosie Blau: And Greg, it's been a busy weekend. What other shifts have we seen in this conflict?
6:52Daniella Raz: We've seen increasingly over the past few days, both America and Israel on one side and Iran on the other, aiming at vital infrastructure across the region. Overnight, Saturday into Sunday, there were Israeli strikes on fuel depots in Tehran and then in another city to the west of the capital that created just apocalyptic scenes, flames shooting into the night sky. When the sun came up on Sunday morning, it was basically dark in Tehran because there was so much smoke hanging over the city that the sunlight couldn't pierce through. People spent the day hiding from toxic fumes inside of their homes.
7:29Daniella Raz: And then we've seen similar escalation from Iran in its attacks on the Gulf states, which have continued hundreds of missiles and drones being fired every day. And Iran, more and more, seems to be aiming at their energy supplies and their vital infrastructure. Dozens of drones fired at a major oil field in Saudi Arabia. On Sunday morning, there was a strike on a water desalination plant in Bahrain, which is obviously a huge concern because Gulf countries rely on such facilities for most of their drinking water. And then on Monday morning, another drone attack in Bahrain, this one on the country's main oil refinery, which injured dozens of people and led BAPCO, the state oil company, to temporarily pause production.
8:13Daniella Raz: So this looks to be shifting into a phase where it is an economic war. It is a war on critical infrastructure. And it's going to be a test to see which side can withstand more of that pain.
8:26Rosie Blau: So if we're shifting into a new phase, what else can we expect to see?
8:30Daniella Raz: I think more of these sorts of attacks on energy, on power plants, water desalination infrastructure. I think for both sides, they went into this war thinking that they might be able to achieve a quick victory. Trump thought that the regime might cut a deal. And the Iranians thought if they caused enough damage in the Gulf states that the monarchs there would demand that Trump end the war. And neither side has been successful. The Gulf states, instead of urging Trump to end the war, the Iranian strikes have hardened their view of the regime. And many of them are privately telling Trump that he needs to finish what they started.
9:05Daniella Raz: And so I think we're going to see more escalation on both sides. We've watched these wild spikes in oil markets over the past couple of days, with oil prices now above$100 a barrel, fears that it could go even higher. Goldman Sachs projecting that maybe it hits$150 a barrel. There seem to be some Iranian officials who think this strategy of targeting the Gulf states is a mistake. We heard over the weekend from Masoud Pizashkian, the president, who apologized for those attacks and said that he had ordered a halt to them. The problem is no one in Iran listens to the president who has complained for years now about being powerless.
9:40Daniella Raz: And sure enough, we saw in the hours after he supposedly issued that order, continued attacks on everything from oil fields and desalination plants to the international airport in Dubai.
9:52Rosie Blau: So Greg, does this all come down to who blinks first?
9:56Daniella Raz: I think it does. And it's a risky calculus for everyone involved. The politics of it are quite complicated. I think for Donald Trump, he has midterms coming up in November, and this war is already unpopular. The Gulf states, they've kept the stiff upper lip so far. And I think if this goes on for a period of a few weeks, they can endure the pain. But if this becomes a months long conflict, the economic damage, the reputational damage is going to accumulate. There's already been some grumbling from businessmen in the Gulf about what this means for their bottom line and also grumbling from citizens who are enduring days and days of drone in missile attacks, how long can Gulf monarchs remain resilient?
10:36Daniella Raz: And then for Iran, if it keeps escalating, it has to bear in mind that its foes can escalate in kind, not just America and Israel. Saudi Arabia has already threatened to join the war if Iran carries out a strike that seriously damages its oil industry. Other Gulf states have set their own red lines around things like desalination infrastructure. So there's a risk here for Iran that, yes, it can impose a lot of pain on its enemies, but they can do the same thing. And a regime in a country that has been through decades of economic mismanagement and sanctions and environmental crisis may not have as much capacity to be resilient as the regime is hoping.
11:16Rosie Blau: Greg, thank you very much for talking to me.
11:19Daniella Raz: Thank you, Rosie.
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12:46Daniella Raz: The Trump administration is waging a, quote, wholesale assault on U.S. science, an effort that threatens the country's health, economic development.
12:54Rosie Blau: Well, the president says he's repealing a long-standing scientific finding that greenhouse gas emissions endanger human health. It means polluting... International aid to veterans' benefits. But one area that Donald Trump and his appointees have been particularly keen to cut has been scientific research. That has sparked fears. The Trump administration has been upending American science. In the past year, thousands of grants have been cancelled and billions of dollars withheld from researchers. That assault has provoked a rare reaction from Republicans in Congress, who've rejected$30 billion in proposed cuts.
13:31Rosie Blau: But the threat to American science persists. So the moon in the science community has been really anxious in the past year. Daniela Raz is a U.S. correspondent and data journalist at The Economist. What's happening in America does really matter because it's a kind of center of gravity for global science. Research funding has been cut and trust in the entire enterprise is really being eroded. So just talk me through the nuts and bolts of what's actually happened. What does the administration propose to do with scientific research? So every administration, when they enter office, they will change their scientific priorities.
14:13Rosie Blau: That part is not unusual. But at the start of last year, the administration proposed these really unprecedented cuts to almost every single scientific agency. Just as an example, they wanted to reduce the NIH, which is the National Institutes of Health, by something like 40 percent. They wanted to cut a ton of centers at the NIH. They even suggested cutting portions of some agencies entirely. So in Congress, Republicans, not just Democrats, really pushed back on this. So lawmakers in the budget they passed early this year, they really preserved the NIH's structure. They even nudged some budgets up for some scientific agencies.
14:53Rosie Blau: They maintained funding for the National Science Foundation, which is a pillar of the American scientific enterprise. They maintained funding for NASA. And that was just a really important move by Congress. So it sounds like things actually might be getting better after all this anxiety and indeed crisis for funding. Somewhat, not entirely. So Congress did insert some long-term safeguards into the bills that they passed. The spending bills included tighter language that really specified how certain funds should be used. So that is meaningful, but the protections aren't uniform. Some, especially politically controversial or sensitive areas like renewable energy research and vaccines, are still very exposed.
15:42Rosie Blau: And so even though headline budgets are preserved, there's still this instability and there's still cancellations at the program level that is still having real effects. Okay, so let's take those concrete examples of areas that have really been damaged. What's happened with renewable energy research to start with? So in the January budget, funding for renewable energy research within the Department of Energy was cut sharply. Solar research by something like a third. At the same time, research into coal swelled by something like 260 percent. In addition to those funding cuts, there's still been a lot of institutional disruption.
16:25Rosie Blau: So roughly 200 advisory committees across government have been terminated, suspended, or delayed. And those committees are committees of mostly outside experts that advise the government on all sorts of technical matters. At the Department of Energy and Health Department, something like two in five committees were inactive. So that all sounds quite abstract. How does this really ultimately affect research into renewable energy? We still don't know the full consequences of what's happening right now. But late last year, the administration canceled something like$7.5 billion in Department of Energy Research Funding.
17:04Rosie Blau: That had a lot of serious repercussions for labs across the country that deal in renewable energy research. I spoke to Michael McGee at the University of Colorado. He studies solar power. He had an$8 million federal grant. In October 2025, it was cut. He's now on the precipice of maybe having to close his lab. And in his department, there are about three other professors in that same situation. So that's a very tangible effect from what happened just last year. And that reduction in funding is nothing compared to what they passed this January. And Daniela, you also mentioned vaccine research. So the health department removed last year at least$1.2 billion in grants aimed at developing mRNA technology.
17:50Rosie Blau: There have also been a lot of structural changes already in vaccines. There are basically four vaccine committees that advise the government, and those have each been affected. They've been either dismissed, suspended. They've held perfunctory meetings that don't really cover any serious business. This year, also, the chair of one of the most important vaccine committees said publicly that he does not like established science. and the health department also reduced the list of recommended childhood vaccines from 13 down to seven and that was done without any of the in-depth analysis that's usually done when a decision like that is made and just for reference the last time a disease had its vaccines removed was in the 1970s for smallpox and the last known American case of smallpox occurred two decades before that.
18:42Rosie Blau: How does all of this ultimately affect the lives of Americans? We're already seeing some worrying signs. So America's experiencing its largest measles outbreak in decades. Most of that is probably caused by vaccine hesitancy that existed before the second Trump administration. But we know for sure that RFK Jr.'s health secretary and the Trump administration more broadly is doing a lot of things to encourage more vaccine hesitancy. So we can assume that that will only get worse. Beyond health damage from measles, it's also quite an expensive public health problem. It can cost something like$150 ,000 to respond just to one measles case.
19:22Rosie Blau: It's a bit harder to quantify the longer-term consequences of cutting research funding, but we know that mRNA technology could be transformative, not just for pandemics, for cancers and all sorts of diseases. The boss of Moderna has already said that his company will invest less in all sorts of clinical trials because it's clear that federal support for this has waned. And then I think more broadly for Americans, there's the deeper problem that this all really fosters mistrust in America's scientific bureaucracy. You know, in the past, distrust of science was generally misplaced. But the danger now is that all of this instability and this latent politicization will make some of that mistrust almost justified.
20:09Rosie Blau: And that is probably one of the most damaging legacies. Daniela, thank you so much for talking to me. Thank you for having me. And you can hear more about the Trump administration's plan to make America healthy again in a recent episode of Checks and Balance, our weekly U.S. politics show. The link is in the show notes. You'll need to be a subscriber.
20:48Joel Budd: A standard choir is divided into four voice types in this day and age.
20:58Joel Budd: Those are the soprano, alto, tenor and bass going from top to bottom. My name is Christian Wilson. I'm the director of music at Keeble College in Oxford University. The basses would be expected perhaps to sing from a low D or E, almost two octaves below the middle C or D on a piano. The tenors usually about a fourth or a fifth higher. Their top range might be up on an A, so really quite high. and of course it's difficult up there to have control unless you have the kind of voice that enables you to do that. Of course tenors aren't expected to sing those lower notes that the basses sing.
21:48Joel Budd: Hi, I'm JP. I'm a tenor in Keeble College Chapel Choir. Yeah, there were four of us today, one of us is away. You know, we've just got the five of us on a good day and sometimes it's down to three. When one of us is ill or one of us can't make it, you know, it's a big impact on the choir. So there is kind of that pressure. And currently we're five tenors in the choir, which is not bad, but obviously the smallest section by far. As to why, I'm not really sure, honestly. I mean, it's a difficult part to sing, but I guess all four parts are difficult in their own ways. It's quite hard to push yourself to sing the tenor range when you're younger.
22:28Joel Budd: I mean, my singing teacher when I was quite young, when my voice had just broken, was like, you're a baritone, you won't sing tenor. Luckily, I proved him wrong. I do think it's quite easy to just kind of pigeonhole yourself quite early on.
22:48Joel Budd: It's not just Ceeble College, Oxford. The world is suffering from a shortage of tenors.
22:55Rosie Blau: Joel Budd is our Britain social affairs editor.
22:59Joel Budd: A lack of high men's voices is a growing problem for amateur and church choirs. Given the enormous scale of choral singing, it's really a problem for music in general. The best statistics come from Germany. In Germany, 8 % of adults say that they sing in a group or they sing publicly. Women choral singers turn out to outnumber men by about 2 to 1. And we see that same sex ratio in country after country in Europe. It also seems to be roughly the American ratio. And there was even a study of Nigerian church choirs which found the same two-to-one ratio. I have sung in four choirs in my life and all of them, to a greater or lesser extent, suffered from a shortage of tenors.
23:47Joel Budd: Why there are so few tenors around is a little bit of a mystery.
23:56Joel Budd: One possibility is that men's voices have become lower as they've grown taller. Another possibility is that men associate low voices with sounding manly, and so they deliberately lower their voices, at least their speaking voices, and that may carry through into their singing voices. the explanation I favour though is simply that singing the tenor part in a chorus is quite difficult it's both physically difficult and it's also musically difficult because you're neither singing the highest line nor the lowest line and the tenor line in a choral work is often quite alarming it jumps around the other thing about a tenor voice is that it's a trained voice It's something you learn to get better at.
24:47Joel Budd: If a man who hasn't been trained just opens his mouth and starts singing, he's probably a baritone with a high bass, but not really a tenor. So to become a tenor takes work. Hi, I'm Zach. I sing tenor at Keeble College Choir. It requires a specific technique that needs to be trained, definitely. I think the natural voice sits somewhere a bit lower than what a tenor range would be, and so it requires a good technique, otherwise you just wear yourself out. It's not sustainable. Like for many tenors, I was a baritone in my teenagers, and the choir I was in had very few tenors, so I was forced to sing tenor too, and then I think, you know, over the years, your voice just develops, and I just ended up singing more and more tenor.
25:35Here's the second line of tenor. CHOIRS CHOIRS
25:41Joel Budd: Choirs are doing various things to try to cope with this shortage of tenors. Quite a common solution is that some women, especially older women, sing the tenor part. That used to be really condemned, and it no longer is, thankfully. The problem is that conductors don't see female tenors as a perfect substitute for male tenors. Another thing that choirs are doing is they are hiring people, semi-professional singers, who can sing the tenor part. And so you'll see advertisements for somebody to come and join a choir for the final rehearsal before a performance, and then for the performance itself.
26:21Joel Budd: Those people are known as stiffeners or ringers. And the final thing choirs are doing is they're picking music that just doesn't have a tenor part in it at all. It's a really difficult problem to fix. One thing that would help a lot is if schools focus more on getting people to sing. What we really need to focus on in this country is musical education at a young age, encouraging young people to sing as a means of expressing themselves, but also it's a wonderful way of learning skills, of developing everything from leadership skills to camaraderie and communication skills. I myself was a chorister at Westminster Abbey from the age of 7 to 13, and we sang around 28 hours of music a week there.
27:08Joel Budd: One thing that happens to boys around the time their voices break is that they often stop singing. If you're a boy, your voice changing quickly makes it quite hard to sort of carry on singing. As your voice lowers, you go from singing the lead line in a song to singing a harmony part, which they're not used to.
27:37Joel Budd: Singing in a choir makes a lot of people really very happy. Singing allows you to express the full range of human emotions. You can imagine that wailing in a large building is something you might not do under normal circumstances, but of course within the context of a choir and in a slightly more controlled manner than a complete whale, it's a spectacular way to really listen to what's going on around you but also in a mission to unify the expressive meaning of the music as a whole.
28:25Rosie Blau: That's all for this episode of The Intelligence. See you back here tomorrow.
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After Iran appoints a new supreme leader, what does the choice tell us about the resilience of the regime and how the war will progress? Scientific research in America has taken a battering in Donald Trump’s second term. And why British choirs face a shortage of tenor voices.
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