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martes, 21 de abril de 2026

Israel’s Expansion Means an Unraveling of Middle East Stability

by José Niño | Apr 20, 2026

https://libertarianinstitute.org/articles/israels-expansion-means-an-unraveling-of-middle-east-stability/

The recent ceasefire between Israel and Iran may have paused the most intense phase of direct military confrontation, but it has done nothing to resolve the deeper questions about Middle Eastern stability that have emerged since October 7, 2023. Behind the temporary calm lies a profound transformation in Israeli strategic thinking, one that has moved from containment to active regional reorganization.

Israel is not a normal democracy that abides by the rule of law or legal restraint. It is very much an expansionist state with bold ambitions and a demonstrated willingness to break international law. The events of the past two years have made this reality impossible to ignore.

The “Greater Israel” project, a term that has carried two primary meanings over the decades, has moved from the ideological fringe into the governing coalition of Israeli politics. In its narrower, post-1967 usage, “Greater Israel” referred to Israeli sovereignty over the West Bank, Gaza Strip, and Golan Heights. In its maximalist, biblicist form, drawn from Genesis 15:18, it invokes the territory stretching “from the river of Egypt unto the great river, the river Euphrates,” a vast area encompassing parts of modern Jordan, Syria, Lebanon, and potentially reaching into Iraq.

Once confined to religious nationalists and settler ideologues, this expansionist vision now sits at the cabinet table. Finance Minister Bezalel Smotrich has called for Israel to “expand to Damascus,” displayed a map showing Jordan as part of Israel at a 2023 speech in Paris, and settler leader Daniella Weiss has publicly stated that “the real borders of Greater Israel are the Euphrates and the Nile.”

Netanyahu’s coalition agreement explicitly declares that “Jewish people have an exclusive and indisputable right to all parts of the Land of Israel” and that “the government will promote and develop settlements in all parts of the Land of Israel.” As Al Jazeera reported in February 2026, figures like Smotrich and Ben Gvir, once regarded as outside the mainstream, “are now in government, reflecting a wider radicalisation within Israeli society itself.”

Perhaps most striking is that this rhetoric is no longer confined to religious rights. Opposition leader Yair Lapid, an ostensibly secular figure, stated in February 2026 that he supports “anything that will allow the Jews a large, broad, strong land,” adding that “the borders are the borders of the Bible.” When even centrist politicians invoke biblical mandates to justify territorial expansion, the ideological transformation becomes undeniable.

The conflict with Hezbollah has catalyzed a significant shift in Israeli policy regarding Lebanon’s territorial integrity. The previous doctrine of containing Hezbollah has given way to explicit calls from senior Israeli officials for the permanent occupation and annexation of territory up to the Litani River, approximately thirty kilometers north of the current border.

Smotrich has repeatedly asserted that the military campaign in Lebanon must result in a “change of Israel’s borders.” On March 23, 2026, he told an Israeli radio program that the campaign “needs to end with a different reality entirely, both with the Hezbollah decision but also with the change of Israel’s borders.” He then declared at a Knesset faction meeting that “the Litani must be our new border with the state of Lebanon, just like the Yellow Line in Gaza and like the buffer zone and peak of the Hermon in Syria,” adding, “I say here definitively, in every room and in every discussion, too.” Al Jazeera reported that these were “the most explicit” statements by a senior Israeli official on seizing Lebanese territory since the current military operations began.

Defense Minister Israel Katz has adopted a complementary posture. He announced at the end of March that the IDF will maintain “security control over the entire area up to the Litani River” and that “hundreds of thousands of residents of southern Lebanon who evacuated northward will not return south of the Litani River until security for the residents of the north is ensured.”

The shift toward annexation is bolstered by the emergence of Uri Tzafon, a movement founded in late March 2024 that advocates for the establishment of Jewish civilian settlements in southern Lebanon. The group, whose name means “awaken, O North” in Hebrew, has organized conferences focused on what it describes as the “occupation of the territory and settlement” of southern Lebanon. Its leaders have invoked conquest, expulsion, and settlement as the necessary sequence for transforming the region.

Senior rabbi Yitzchak Ginsburgh wrote in a public letter that “after the conquest and expulsion of the hostile population, a Jewish settlement must be established, thus completing the victory.” Eliyahu Ben Asher, a founding member of Uri Tzafon, told Jewish Currents that “the Israeli-Lebanese border is a ridiculous colonial border,” building on his earlier assertion that “what is called ‘southern Lebanon’ is really and truly simply the northern Galilee.”

In mid-2024, the group used drones and balloons to drop eviction notices on Lebanese border towns, informing residents that “they are in the Land of Israel, which belongs to the Jewish people, and that they are required to evacuate immediately,” according to a post the group made on its Telegram channel. In February 2026, dozens of Uri Tzafon activists crossed the border fence near the Lebanese town of Yaroun and planted trees inside Lebanese territory in what the group called a “moral and historical step.” The IDF detained two individuals and called the crossing “a serious criminal offense.” By April 2026, Jewish Currents reported that Uri Tzafon’s once-marginal ideas had gained “broad governmental and public support,” with the movement’s leaders now setting their sights on territory beyond the Litani, toward the Zaharani River, another dozen miles deeper into Lebanon.

The pursuit of “Greater Israel” and the annexation of buffer zones draw on a lineage of Israeli strategic thought that advocates for the fragmentation of rival Arab states. This lineage includes the 1982 Yinon Plan, an article published in the Hebrew journal Kivunim (“Directions”) and authored by Oded Yinon, who had served as a senior official in the Israeli Foreign Ministry and as a journalist for The Jerusalem Post. Yinon argued that the borders drawn by colonial powers were inherently unstable and that Israel’s security would be best served by what he called the “dissolution of the military capabilities of Arab states east of Israel.” He specifically proposed that Iraq should be divided into separate Kurdish, Sunni, and Shiite entities, and that Syria and Lebanon should similarly fragment along sectarian lines.

The deterioration of relations between Israel and Turkey represents one of the most significant diplomatic casualties of the post-October 7 era. Israeli leadership has designated Turkey not merely as a problematic partner but as a strategic adversary whose regional ambitions require a coordinated counter-alliance.

Foreign Minister Israel Katz spearheaded this posture with highly personalized and escalatory rhetoric. Following Turkish President Recep Tayyip Erdoğan’s July 28, 2024, speech suggesting that his country might intervene in Israel “just as we entered Karabakh, just as we entered Libya,” Katz responded on X that Erdoğan was “following in the footsteps of Saddam Hussein” and that he “should remember what happened there and how it ended,” posting a photograph of Erdoğan alongside the former Iraqi dictator. Katz also instructed Israeli diplomats to “urgently dialogue with all NATO members” to push for Turkey’s condemnation and expulsion from the alliance, calling Turkey “a country which hosts the Hamas headquarters” and describing it as part of “the Iranian axis of evil.”

Beyond rhetoric, Netanyahu has articulated a vision for a regional counter-alliance. On February 23, 2026, ahead of Indian Prime Minister Narendra Modi’s visit to Israel, Netanyahu announced a proposed “hexagon of alliances” that would include Israel, India, Greece, and Cyprus, along with unnamed Arab, African, and Asian states. He stated that the initiative was designed to counter “the radical axes, both the radical Shia axis, which we have struck very hard, and the emerging radical Sunni axis.” While Netanyahu did not explicitly name Turkey as leading the Sunni axis, Israeli political discourse and analysts have pointed to Turkey under Erdoğan as the primary concern, with former Prime Minister Naftali Bennett recently describing Turkey as “the new Iran.”

The shifts in Israeli rhetoric and doctrine since October 7 have had profound implications for its international standing. The “Greater Israel” rhetoric and the annexation of southern Lebanon have led to what observers describe as a “dark new phase” in Israel’s relations with the international community. Long-standing partners, including the United Kingdom, have suspended trade negotiations and imposed sanctions on individuals involved in the settler movement, citing the strident rhetoric of Israeli ministers as a primary cause.

The military campaign against Iran in early 2026 and the subsequent Iranian retaliation through the closure of the Strait of Hormuz triggered the world’s biggest oil supply disruption since the 1970s. The reclassification of the Strait as a maximum war-risk zone led to insurance premiums surging by over 1,000% contributing to a global fuel crisis and massive volatility in financial markets. Within Israel, the economic damage from the multi-front war has been estimated at over $11.5 billion.

As Israel moves to dismantle the borders of the twentieth century, the resulting shockwaves are rattling both regional alliances and global energy markets. The Jewish state’s transformation into an expansionist power has turned former partners into strategic adversaries, making the recent ceasefire feel like a brief intermission in a much larger drama. In this new Middle East, the map is being redrawn by force, and the cost of that ink is being felt from the Litani River to the Strait of Hormuz.

Hungary’s Incoming Prime Minister Says ICC Warrant Will Be Enforced If Netanyahu Enters the Country

Magyar plans to reverse Orban's move to withdraw Hungary from the ICC

by Dave DeCamp | April 20, 2026 a

https://news.antiwar.com/2026/04/20/hungarys-incoming-prime-minister-says-icc-warrant-will-be-enforced-if-netanyahu-enters-the-country/

Hungary’s incoming prime minister, Peter Magyar, has said that his government would fulfill its obligations as a member of the International Criminal Court (ICC) and arrest Israeli Prime Minister Benjamin Netanyahu if he entered the country.

The ICC issued its warrants for Netanyahu and former Israeli Defense Minister Yoav Gallant back in 2024 over their role in war crimes and crimes against humanity in Gaza. The court also sought warrants for three Hamas leaders, but they have all been killed by Israel.

Hungary’s outgoing leader, Viktor Orban, hosted Netanyahu in Budapest last year and announced his intention to withdraw Hungary from the ICC, something Magyar has said he will reverse.

Netanyahu spoke with Magyar last week after Magyar’s election victory and said that the prime minister-elect had invited him to Budapest, raising questions about Magyar’s position on the ICC warrant. When asked to clarify on Monday, Magyar said he had invited all the world leaders he had spoken with to the 70th anniversary of Hungary’s 1956 anti-Soviet uprising, but that he would still enforce the warrant.

Magyar told reporters that he made it clear “even to the Israeli prime minister” that he intended to stop Hungary’s withdrawal from the ICC before it takes effect on June 2.

“If someone is a member of the International Criminal Court and a person who is wanted enters our country, then they must be taken into custody,” he said. “I don’t need to spell everything out over the phone. I assume that every head of state and government is familiar with these laws.”

lunes, 20 de abril de 2026

Israelis don't pay for the weapons we 'sell' to them — US taxpayers do

Most arms 'sales' are financed through Foreign Military Financing, which is basically an American subsidized gift card

Stephen Semler

Apr 06, 2026

https://responsiblestatecraft.org/us-arms-sales-to-israel/

The Trump administration expects U.S. taxpayers to fund not only its own military adventurism but Israel’s as well.

Ending American subsidies for Israel’s wars is one reason why Senators Bernie Sanders (I-Vt.), Chris Van Hollen (D-Md.), Jeff Merkley (D-Ore.), and Peter Welch (D-Vt.) recently filed Joint Resolutions of Disapproval opposing $659 million in President Donald Trump-approved bomb sales to Israel, with many of the bombs coming directly from U.S. stocks.

“Given the horrific destruction that Israel’s extremist government has wrought on Gaza, Iran and Lebanon, the last thing in the world that American taxpayers need to do right now is to provide 22,000 new bombs to the [Benjamin] Netanyahu government,” Sanders said in a statement.

Van Hollen added that “Congress must use all the tools at our disposal to end Trump’s war, including stopping the transfer…of taxpayer-funded bombs to the Netanyahu government.”

The senators are right to highlight U.S. taxpayers’ role in these arms deals. That they’re reported as sales belies who’s actually paying for them. Americans, not Israelis, pay for the vast majority of U.S. arms sales to Israel.

Who really pays for U.S. arms sales to Israel

U.S. arms sales to Israel aren’t really sales, at least not in the typical sense. Israel’s position as purchaser in these weapons deals isn’t synonymous with funder. This is made clear in the arms sales notifications themselves.

Consider the four most recent notified arms sales to Israel published in the Federal Register: $740 million for armored personnel carriers$1.98 billion for tactical vehicles and accessories$3.8 billion for attack helicopters and related weaponry, and $150 million for utility helicopters and parts. After “Prospective Purchaser,” all these notifications list Government of Israel. After “Funding Source,” all list Foreign Military Financing — or FMF, the U.S. military aid program through which Israel receives at least $3.3 billion a year.

Even that analogy is generous. The relationship between military spending and jobs is not self-evident. In 1985, the U.S. military budget was $295 billion — $746 billion in today’s dollars — and there were 3 million workers in the U.S. arms industry. By 2021, the U.S. military budget had increased by $132 billion in real terms — to $879 billion — while the number of arms industry workers had dropped to 1.1 million. Despite military spending increasing 18% above inflation, there was a 63% drop in arms industry employment.

Under Biden, U.S. taxpayers funded $18 billion in arms “sales” to Israel

American arms sales are either U.S. government-brokered (“Foreign Military Sales”) or commercial (“Direct Commercial Sales”). I collected data on both via the Defense Security Cooperation Agency’s (DSCA) Historical Sales Books and the Directorate of Defense Trade Controls’ (DDTC) Section 655 Reports, respectively. Both yearly publications tally the value of authorized arms sales.

The Biden administration authorized $22 billion in arms sales to Israel, including more than $13.2 billion in U.S. government-brokered sales and over $8.7 billion in commercial sales. According to the DSCA report, 90% of the government-brokered deals were funded with U.S. military aid. The DDTC report doesn’t specify the funding source, but 68% is a reasonable estimate based on the average annual share of FMF funding that Israel reportedly spends on commercial sales.1

All told, U.S. taxpayers funded $17.8 billion in arms sales to Israel under Biden — $11.9 billion government-brokered and $5.9 billion commercial — 81% of the $22 billion in sales from 2021–2024. That’s nearly $18 billion in subsidies disguised as sales.

U.S. taxpayers deserve a refund, not more of the same from Trump.

 

domingo, 19 de abril de 2026

How Israel and the US are losing the broader battle against Iran

Feras Abu Helal

15 April 2026

Despite tactical victories, including a wave of assassinations of key Iranian leaders, they cannot translate battlefield momentum into a political win.

https://www.middleeasteye.net/opinion/how-israel-and-us-are-losing-broader-battle-against-iran

As the US-Israeli war on Iran has temporarily halted, the question of victory and defeat is fuelling debate across traditional and social media, as well as in political discourse.

Iranian politicians and figures within US President Donald Trump’s administration have claimed victory. The UAE, which was in a defensive position but did not conduct offensive operations, has also claimed victory.

So, who is really winning this war? This question is more complex than it appears.

Contemporary wars pose a major challenge to analysts and historians seeking to ascribe victory or defeat to any party. Unlike historical wars - where clear battlefield victories can be translated into political victories - contemporary wars often have ambiguous outcomes.

In the post-World World Two order, founded on a liberal democratic discourse about “human rights” and “international law”, the criteria for victory and defeat shifted. This complexity led to the emergence of the “winning hearts and minds” concept, first during the Vietnam War, and more clearly in the post-9/11 Iraq and Afghanistan wars. 

Perceptions of victory and defeat are now dominated by propaganda, subjectivity, and the notion of asymmetrical warfare. The ambiguity of results allows every side to claim victory; in democratic systems, this enables the ruling party to more effectively appeal to voters. In authoritarian states, claiming victory helps the regime retain popular support and legitimacy.

The notion of asymmetrical warfare also gives the weaker side, whether a country or a non-state organisation, the opportunity to claim victory if it manages to avoid collapse and keep its resistance ideology intact. The weaker side is usually willing to suffer more than the stronger one, viewing war as an existential threat.

From victory to defeat

In contemporary wars, a military victory does not always translate into a political victory. The Vietnam War is a clear example, as the victory of the US and its South Vietnamese allies in the Tet Offensive ultimately became a political defeat, helping the Viet Cong with recruitment efforts and fuelling the American anti-war movement.

The assessment of military or political victories is even more difficult when conflicts are ongoing. The 2003 US invasion of Iraq and the ousting of Saddam Hussein, which was quickly labelled a military and political victory, soon turned out to be a defeat, handing Iran maximum leverage in the post-Saddam landscape.

The apparent US “victory” in Afghanistan in 2001, when the Americans toppled the Taliban regime, is an even clearer example of a temporary victory that turned into a total defeat within two decades.

Because it is an asymmetrical, ongoing conflict, it is particularly difficult to assess victory and defeat in the context of the Iran war. The US and Israel have had tactical wins, assassinating dozens of Iranian military and political leaders, and causing massive devastation to the country’s infrastructure. 

Yet up until the recent ceasefire, Iran continued striking back against Israel and the Gulf states hosting a US military presence.

Both sides have claimed victory, taking advantage of the subjectivity of this terminology in contemporary warfare. The Americans and Israelis have pointed to the massive damage inflicted on Iranian institutions, missile capabilities and nuclear sites. But Iran has pointed to the fact that its political system remains intact, along with its command-and-control capabilities, while it has deepened its stranglehold on the Strait of Hormuz.

Indeed, both sides have grounds and reasons to “sell” victory to their people, having each achieved certain tactical victories, particularly on the US-Israeli side.

Failed objectives

Assessing who has achieved a political victory, however, does not favour the US and Israel. The war’s political goals - forcing “regime change” in Iran, fuelling a popular uprising, encouraging armed Kurdish forces to surge against the state, and finishing off Iran’s nuclear and missile programmes - have all failed. 

Despite tactical wins, which were made possible by the huge gap in military capabilities, none of the political goals that drove the US and Israel to launch this war were achieved. Instead, Iran successfully shifted the conflict’s focus to securing free navigation through the Strait of Hormuz.

By using its ability to control movement through the strait, a strategy that has caused major global economic strain, Iran found itself in a stronger bargaining position. It headed to negotiations in Pakistan with a 10-point plan, which would have formalised its leverage over the strait, allowed its nuclear programme to continue, and extended the ceasefire to Lebanon.

The Trump administration initially seemed receptive to the plan, but later backed away from it, leading to a breakdown of talks in Islamabad.

In the meantime, the global reputations of Israel and the US have deteriorated; even close allies have refused to participate in the war, viewing it as illegal under international law

As the most powerful liberal democracy in the world, the US could thus lose the battle of “hearts and minds”, having launched a war that is unlawful, according to UN experts; attacked civilian targets, including a girl’s school, killing scores of children; assassinated the legitimate leader of a sovereign country; and threatened to annihilate an entire civilisation.

For Iran’s part, it has lost political points by attacking civilian targets across the Gulf, including oil facilities and power stations, leading to heightened tensions between Iran and its regional neighbours, who view these incidents as a threat to their national security. This could lead to the Gulf states doubling down on their ties with the US-Israeli axis, making it more difficult for Iran to repair relations in the future.

Overall, it is too early to confirm the winners and losers of this war. But given the characteristics of contemporary warfare, it is fair to suggest that the US and Israel have secured a tactical military victory, but are losing the broader political battle.

sábado, 18 de abril de 2026

Iran reverses decision to open Hormuz citing 'US piracy under guise of blockade'

IRGC gunboats targeted tankers attempting to cross through the strategic waterway on Saturday

News Desk

APR 18, 2026

https://thecradle.co/articles/Iran-reverses-decision-to-open-Hormuz-citing-US-piracy-under-guise-of-blockade

Iran has reversed its decision to open the Strait of Hormuz to commercial shipping in response to the continued US blockade of its ports, Fars News Agency reported on 18 April, citing the country's armed forces headquarters.

"Iran agreed in good faith to allow a limited number of oil tankers and commercial ships to pass through the Strait of Hormuz in a managed manner, but unfortunately, the Americans, with their repeated record of breach of promise, continue to commit piracy under the guise of a so-called blockade," the Khatam al-Anbiya headquarters stated.

"For this reason, control of the Strait of Hormuz has returned to its previous state," the statement said, adding that the strategic waterway would remain "under the strict management and control of the armed forces ... as long as the United States does not end the complete freedom of movement of vessels from and to Iran."

The decision reversed an announcement made by Iranian Foreign Minister Abbas Aragchi on Friday, saying that the Strait of Hormuz would be “completely open” for commercial vessels in response to the ceasefire agreement reached to bring a temporary halt to Israel’s brutal bombing campaign in Lebanon.

US President Donald Trump responded by claiming, “Iran has agreed to never close the Strait of Hormuz again,” while adding that the US would nevertheless continue to blockade Iranian ports. 
Araghchi's announcement came before the US stock market opened, giving Trump a boost as oil prices fell by some 11 percent and the S&P 500 index climbed to near all-time highs.

Nevertheless, in the early hours of Saturday, Iran's Parliamentary Speaker Mohammad Bagher Ghalibaf warned that Iran would close the Strait of Hormuz again if the US blockade of Iranian ports continued. 

"With the continuation of the blockade, the Strait of Hormuz will not remain open," he wrote on X, adding that the status of Hormuz will be determined "in the field, not on social media." 

Ghalibaf also took aim at Trump, saying he “will certainly not get anywhere in negotiations [by lying].”

Later on Saturday, gunboats from the Iranian Islamic Revolutionary Guards Corps (IRGC) fired on a tanker in the Gulf of Oman, according to the United Kingdom Maritime Trade Operations (UKMTO). No injuries were reported.

Iran's Supreme Leader, Mojtaba Khamenei, warned on Telegram that his country's navy is ready to inflict "new bitter defeats" on enemies.

Vessel tracking data showed that several ships managed to pass through Hormuz on Saturday before Iran reversed its decision, including three cargo ships flying India's flag and two tankers, one flying Hong Kong's flag and the other Curacao's.

Ebrahim Azizi, the head of Iran's parliamentary committee for national security, said on Saturday afternoon that only commercial ships approved by the IRGC would be allowed to pass through the strait. 

"The time has come to comply with the new Maritime Regime of the Strait of Hormuz," he wrote on X, warning that the rules could change "if the United States attempts to create any disturbance for Iranian ships."

viernes, 17 de abril de 2026

US Statement on Lebanon Ceasefire Leaves Major Loophole That Israel May Exploit to Continue Attacks

Hours after the ceasefire was supposed to go into effect, the Lebanese army reported Israeli violations

by Dave DeCamp | April 16, 2026

https://news.antiwar.com/2026/04/16/us-statement-on-lebanon-ceasefire-leaves-major-loophole-that-israel-may-exploit-to-continue-attacks/

A statement from the US State Department on the Israel-Lebanon ceasefire that went into effect at 5 pm EST on Thursday includes language that Israel will likely exploit to continue attacks on the country.

The statement says that Israel “shall preserve its right to take all necessary measures in self-defense, at any time, against planned, imminent, or ongoing attacks.” Israel frequently claims its attacks on Lebanon, Gaza, and elsewhere in the region are a response to some sort of threat, even when it’s clear there was none, and the US has historically tolerated major Israeli ceasefire violations.

Similar language was included in a side deal between the US and Israel on the November 2024 Lebanon ceasefire deal, which Israel went on to constantly violate with strikes, surveillance flights, and ground operations, killing hundreds of people. During that same period, Hezbollah didn’t fire any rockets toward Israel until after the start of the US-Israeli war against Iran on February 28.

Just hours after the new ceasefire was supposed to go into effect, the Lebanese military said in a statement that there had been “a number” of Israeli violations.

“The army command renews its call to citizens to exercise caution in returning to the southern villages and towns, amid a number of violations of the agreement, with several Israeli attacks recorded, in addition to intermittent shelling targeting a number of villages,” the Lebanese army said in a post on X early Friday morning, Lebanon time.

In the hours leading up to the ceasefire, Israel escalated its airstrikes across Lebanon, and Hezbollah also launched several rocket attacks against Israeli forces in Lebanon and against targets in northern Israel. The IDF also destroyed the last bridge across the Litani River as it wants to prevent displaced Lebanese civilians from returning to southern Lebanon and is planning a long-term occupation in the area.

jueves, 16 de abril de 2026

Why the Iran ceasefire may have shifted the dynamics back in Trump's favor

Trita Parsi

Apr 14, 2026

https://tritaparsi.substack.com/p/why-the-iran-ceasefire-may-have-shifted

Diplomacy between Washington and Tehran has not yet unraveled, despite JD Vance’s theatrical departure from last week’s talks in Islamabad. Trump now signals that the two sides could reconvene within days in the Pakistani capital. Whether negotiators return to the table or continue their exchanges through quieter, remote channels before the ceasefire lapses, one reality appears to have shifted: Trump has clawed back a measure of momentum—and with it, leverage—over Iran, largely by virtue of the ceasefire. Here’s why.

Trump entered this moment politically cornered and strategically constrained. Surging gasoline prices were inflicting acute domestic pain, eroding his standing at home. More critically, he faced a barren escalation ladder. Each conceivable move—strikes on Iran’s oil infrastructure, attacks on civilian targets, the seizure of Persian Gulf islands, or covert operations to capture enriched uranium—carried the near-certainty of forceful Iranian retaliation. Such responses would not merely match his escalation but compound it, deepening his economic exposure, amplifying political risk, and entangling him further in a perilous and unwinnable strategic bind.

Nor could he simply extricate the United States from the conflict on his own terms. Absent an understanding with Tehran, Iran retained both the capacity and the incentive to continue targeting Israel and vulnerable U.S. assets across the Gulf. Trump needed Iran’s permission to get out of the war.

The ceasefire, however, has subtly altered that equation. Trump may no longer need a formal nod from Tehran to step back. If he disengages now—without a comprehensive agreement—Iran will almost certainly maintain its grip over the Strait of Hormuz, a strategic setback for Washington. Yet Tehran is unlikely to resume direct military operations against U.S. targets in the Persian Gulf. To do so, in the absence of renewed American strikes, would cast Iran as the aggressor, inviting severe and potentially coordinated repercussions—not only from Washington but from wary global powers such as Russia and China.

Moreover, the balance of needs has tilted. Iran now appears to need an agreement more than the United States does. Trump has already secured his central objective—the escape from a war he was ill-advised to begin—while Iran, despite accruing leverage through its command of the Strait, remains far from realizing its broader ambitions: meaningful sanctions relief, a definitive and enduring end to hostilities, and perhaps even the contours of a more stable, constructive relationship with Washington.

Tehran’s decision to dispatch its largest, most senior, and most expansive delegation to Islamabad for direct talks with the American vice president reflected a striking confidence—that it occupied its strongest negotiating position vis-à-vis the United States since 1979. Yet to convert that moment of perceived ascendancy into little more than a cessation of U.S. bombardment would fall short of its aspirations. Even if Washington were to acquiesce to Iran’s control of the Strait, such an outcome would pale against the far more consequential gains Tehran believes are within reach.

Instead, Iran needs to translate this leverage not only into a durable end to the war, but ideally, into a new peace: One that delivers sweeping sanctions relief and inaugurates a more stable, mutually defined economic and political relationship with Washington. Such an arrangement would serve as a bulwark against renewed conflict. The economic imperative is especially stark: sanctions relief is indispensable to reconstruct a country now burdened with damage running into the hundreds of billions of dollars.

As I have argued before, sanctions relief is not merely an economic demand—it is a strategic necessity. Without it, Iran risks a condition of chronic erosion, a slow but steady weakening that would leave it exposed. That vulnerability, in turn, could invite further attacks. It was, after all, the misperception of Iranian weakness that helped open the window for initial strikes.

But Trump does not, in any fundamental sense, require any of this. The United States can endure without a formal agreement with Iran and without the benefits of an economic relationship with Tehran. To be sure, a negotiated settlement would better serve long-term American interests: the nuclear constraints Trump seeks can only be credibly secured at the negotiating table. Abruptly abandoning diplomacy while leaving Iran in undisputed control of the Strait would also unsettle key regional allies. Yet these are strategic preferences, not immediate necessities.

Trump’s calculus is far more transactional and far less patient. He can point to the damage already inflicted on Iran’s nuclear infrastructure and conventional forces, proclaim a hollow victory, and disengage. He has already emphasized that the United States no longer depends on Persian Gulf oil, insulating it from the direct economic consequences of Iran’s toll regime. As a result, the burden shifts outward: the Strait becomes a problem for European and Asian powers—countries that Trump has noted declined to rally to his side when he sought their help in prying the waterway from Tehran’s grip.

The window now open offers Tehran a chance to convert battlefield leverage into lasting strategic gain. To let it close would mean forfeiting not just incremental progress, but the possibility of reshaping its economic and geopolitical position. By contrast, the United States, having already secured a tenuous exit ramp through the ceasefire, has less at stake in the short term. Walking away, therefore, is politically and strategically easier for Trump than for his Iranian counterparts. Both can live with diplomatic failure, but Tehran has more gains to lose.

How Tehran chooses to navigate this narrowing corridor—whether it presses its advantage or overplays its hand—will be interesting to see.