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The US withholding details of the Iran MOU creates suspicion. It suggests the terms are either unfavorable to the US or not yet finalized, allowing Iran to dominate the public narrative and appear stronger.
Despite being the weaker military party, Iran's ability to inflict persistent pain on regional shipping and U.S. allies gives it leverage. To secure a ceasefire, the U.S. may have to offer incentives like sanctions relief, allowing Iran to turn military weakness into diplomatic strength.
If the U.S. bombing campaign had successfully eliminated Iran's nuclear program, there would be no reason to negotiate. The fact that talks occurred immediately after the strikes was a clear, albeit subtle, indicator that the core objective—securing the nuclear material—had not been met.
When leaders repeatedly claim a diplomatic deal is imminent (38 times in this case), the public becomes conditioned to disbelieve any new announcements. This "boy who cried wolf" effect creates a rational basis for skepticism that undermines future diplomatic efforts, regardless of their validity.
The administration sent deeply contradictory messages about Iran's nuclear capabilities. One official claimed Iran was a week from a bomb's worth of uranium, while Trump himself said the program was "blown to smithereens." This strategic ambiguity or internal division makes it impossible to discern a coherent policy or the true urgency of the threat.
Constant, unfulfilled promises of an imminent deal with Iran make the U.S. appear weak and its leadership unreliable. This damages credibility with both allies and adversaries, regardless of whether a deal is eventually reached.
President Trump and his administration are sending contradictory signals on the Iran conflict, simultaneously claiming it is 'very complete' while also preparing for further action. This inconsistency confuses markets and allies, pointing to a severe lack of a coherent and unified strategy within the administration.
The public threats of a military strike against Iran may be a high-stakes negotiating tactic, consistent with Trump's style of creating chaos before seeking a deal. The goal is likely not war, which would be politically damaging, but to force Iran into economic concessions or a new agreement on US terms.
A viable nuclear deal with Iran exists, structurally similar to the JCPOA. The primary barrier is not substance, but a clash of styles. Trump needs to publicly "win" and show he made Iran concede, while Iran's leadership culture cannot accept any deal that smacks of public surrender.
The Trump administration's aggressive rhetoric against Iran, followed by repeated inaction when its bluffs were called, created a 'second worst scenario.' This approach projected incompetence and weakness on a global scale, arguably more damaging to US credibility than a more reserved policy would have been.
Iran benefits from dragging out negotiations until the US midterms. The US administration's need for a quick economic and political win puts them in a weaker position, forcing concessions like upfront sanctions relief.