MoU Stacked in Holding Pattern as U.S. Pivots to Plan 'B'
Alastair Crooke • July 6, 2026
https://www.unz.com/acrooke/mou-stacked-in-holding-pattern-as-u-s-pivots-to-plan-b/
With Hormuz still squeezed and White House factions at
war, who’s really playing whom?
Plan ‘A’ was to topple the Islamic Republic which was
seen as nothing more than a fragile house of cards. That collapse – it was
expected – would ripple through, and take down several connected Axis of
Resistance fronts, according to the analysis of Mossad and interlinked Israeli power centres
in the U.S. (Certain U.S. officials did, however, entertain doubts).
The prediction of a popular uprising in Iran has
proved to have been a strategic mistake of such bearing that per
contra, it catalysed a stronger, more defiant and assertive Republic.
Even Israeli experts admit that the false premise underlying the war
has generated a new balance of power in the Middle East. Until then, a top
Israeli military commentator (Alon Ben David) could say, Israel was the ‘go-to’
address in the Middle East for the world’s interests; but that from now on, the ‘go-to’ state is, and will be, Iran. That
comment exemplified the extent to which a Rubicon had been crossed.
So the collective pro-Zionist bloc has shifted to plan
‘B’ – a ‘deceit’ based on the MoU, which were Trump’s interpretations to be
accepted by Iran (unlikely), would effectively lead to the disarming of Iran
through a nuclear agreement that would strip the state naked by virtue of its
‘verification’ requirements: Intrusive, ‘go-anywhere’ surprise IAEA inspections
of ‘secret underground sites’ and interrogations of scientists and research
academies. All would (again) be exposed.
Taken in tandem with Plan ‘B’s wider Israeli hegemonic
aspiration, the aim would be to concurrently lobotomise Hizbullah through a
separate disarmament agreement effected through compliant Lebanese government
factions pressing down on the movement from the north, whilst Israel
pursued ‘desertification’ in the south.
In parallel, the plan envisages the sterilisation of
Palestinian resistance by drawing from the Vietnam ‘Strategic Hamlet Programme’
forerunner of forced relocation into sterilised, fenced ‘concentration camps‘.
The third component comprises the cauterisation of the
Iraqi Resistance via a compliant new American installed Prime Minister, Ali
al-Zaidi, who under the cover of anti-corruption campaign, with U.S. support,
is demanding the disarmament of the Iraqi resistance by 30 September. The
neutralisation of the Iraqi resistance is seen as key to facilitating a Syrian
incursion by President Jolani’s jihadist militia into northern Lebanon to
complete the vice closing in on Hizbullah.
All in all, Plan ‘B’ seemingly suggests a very
comprehensive regional pacification project, especially when taken in
conjunction with U.S. efforts to try to force open an ‘American Corridor’ on
the Omani side of the Hormuz Strait.
Likely, the regional pacification scheme will be
viewed as a clever move by Trump to mitigate the pressure exerted on him by the
neo-con’s anger at his MoU ‘concessions’ to Iran.
But is it so clever? Marco Rubio was instructed to oversee the Beirut establishment making
pretty with Israel in their shared antagonism towards Hizbullah. But the
resulting ‘bout de papier’ for the disarming of Hizbullah enjoys no
legitimacy; it contradicts the Lebanese Constitution and would require cabinet
endorsement and parliamentary approval to have any validity or meaning.
What the Israel-Lebanon agreement does do, however, is
to stick a dagger in Vance’s separately agreed Qatari-chaired U.S. and Iran
co-ordination structure for overseeing MoU compliance in Lebanon. Rubio’s
initiative to cut Iran out from the Lebanese co-ordination framework cuts
across the MoU and Vance’s mediation efforts. Rubio’s tripartite ‘paper’ will
solve nothing, but will leave the ‘Lebanon issue’ to continue as an open sore.
Yet a “ceasefire in Lebanon and Israeli withdrawal” is
pivotal to the functioning of the MoU. It appears that Netanyahu tee’d up Ron
Dermer to get Rubio to sabotage the MoU.
So, now we have civil war inside the White House over
Iran – Vance vs Rubio – whilst the MoU slides
into abeyance, likely remaining in situ, albeit in comatose state.
In parallel, things are falling apart: leading
challenger to Netanyahu in the upcoming elections and former IDF chief and
former war cabinet member, Gadi Eisenkot, confirmed this week that “Iran never obtained nuclear weapons. I’m well aware of all the intelligence . . .
Netanyahu is inventing a reality, manufacturing threats, and that’s how he
frightens the Israeli public”.
Former PM Bennett agreed, saying that Netanyahu’s claims are ‘lies’, accusing
him of “reverse-engineering history”.
All this will not help Trump’s urgent need to fully to
open Hormuz in order to prevent a major economic crisis. Contrary to the view that this is a clever move, one
view (that is increasingly held by Iranians inter alia), would be that
Iran is being played by the U.S. – that the MoU is a deceit to
force the immediate reopening of Hormuz, as Vance has inferred, in order to
fill up the U.S. and western strategic oil reserves, as well as to buy time to
see where the U.S.’ leverage cards might then lie in respect to other elements
of the MoU.
Opinion in the crucial Iranian Assembly of
Experts (and on the street) has hardened against Iran making any concession
to the U.S., especially in respect to permitting passage to (unfriendly)
vessels transiting Hormuz. The consensus is to retain Iran’s squeeze on Hormuz
until the pain throbs.
So, as fractures open in Washington – and with Iran
becoming increasingly distrustful of Trump and his zigzagging – the MoU shows
itself to be a deceit intended just to get the Strait open before striking Iran
both indirectly (via its resistance allies), and harder.
Interestingly, this sedimenting opinion coincides with
Russian FM Sergei Lavrov giving voice to his own judgement that the Anchorage
‘understandings’ reached with Trump were likely a U.S. deceit, too.
So, who has ‘played’ whom? For now, the oil coming out
of the Persian Gulf is not heading to the U.S. According to Reuters, at
least five super tankers carrying a total 10 million barrels of Saudi oil
loaded from Ras Tanura have exited the Strait of Hormuz. Two
of the five very large crude carriers that have left the Strait are heading to Japan, while
another two are making their way to China. Which means – as Larry Johnson has outlined – that even were tankers to head to the
U.S. now, the U.S. would still face a serious deficit of sour crude
until 23 August at the earliest, given the 42 days voyage time to
the U.S. (Sour crude is crucial feedstock for complex U.S. refineries to
produce diesel and jet fuel).
The post-mortem on the U.S.-Israeli war on Iran must
be suspended as both Trump and Netanyahu enter a holding pattern ahead of
elections. Trump might threaten to ‘obliterate’ Iran if it does not capitulate
and bend the knee before him, but it is doubtful that the U.S. can long
maintain its military presence in the region with munitions in short supply.
Nonetheless, a further round of intense kinetic war is highly probable – and
widely expected in Iran.
A short ‘performative’ U.S. military strike on Iran is
possible, but would achieve little – and nothing strategic.
So who is losing in this ‘war’? Israel – and
Netanyahu. Netanyahu is in deep distress electorally too.
The expected triumph of Israel over the Middle East
has failed. The connected revolutionary war on Russia and the siege of China
are faltering also, and Israel’s (until now unassailable) hold over the U.S. is
in question too.
In wake of Netanyahu convincing Trump to withdraw from
the JCPOA in 2015, leading Israeli security commentators began to lament their strategic mistake as “one of the greatest strategic mistakes of
the twenty-first century“. Amazingly, some in Israel – including senior
military figures – are already lamenting Israel’s
assassination of the Supreme Leader, Ali Khamenei, on 28 February 2026 – “At
least we knew where we stood with Khamenei”, a senior Israeli military
source told Ben Caspit –
“[Khamenei] had red lines, he had a strategy, and he
was sober to some extent. There was a certain stability to the Iranian madness.
The current leadership is much less stable, far more extreme and unpredictable.
They are intoxicated by power and hubris, convinced that they defeated both
America and Israel”.