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Notes -
No peace deal with Iran
Can I just point out that 21 hours seems too short for negotiations? I don't think the talks were done in earnest, at all. The 150-page JCPOA took almost 2 years of frivolous negotiations and lasted just as long. A 21 hour session in the middle of an active conflict is not very likely to reach a better equilibrium that both parties are happy with. Iran carried bloodstained schoolbags of kids killed in the Minab strike on the flight to Pakistan, they were certainly not there to surrender. I suspect the administration (or at least Vance) already knew this, and deliberately structured one-sided terms intended to be rejected so Trump can attempt building political scaffolding for escalation and blame Iran ("Look, we offered Iran a peace deal and they chose not to accept it"). Meanwhile, the Israelis have been busy!
Between accepting one of the greatest strategic defeats in decades, and trying to prosecute a horrific war amidst historic energy and food prices, we remain stuck with the latter.
Why? These things are usually drawn out because America and Iran don’t negotiate directly and pass everything through intermediaries. And by Trump’s account they agreed essentially on every point except for the nuclear question. I don’t see why it would take longer than 21 hours to realize that, the idea that negotiating is this special activity that takes lots of expertise is a myth from the Georgetown school of foreign policy to promote the need for bureaucrat-scholars to run everything.
The leading theory on this forum a week ago was that Trump was losing so badly he would accept any peace deal as long as it was face-saving and he could declare victory. Not so?
America totally destroyed Iran’s military in a stunning lopsided victory. I’ve been told this was only a tactical victory because Iran now controls the straits and is using that as leverage, but, weirdly, Trump is now announcing a blockade of the straits himself. Perhaps America isn’t defeated?
I fear that denying this will have me marked as some kind of rabid Trump fanboy who can’t deal with reality but I have to point out that oil was much higher during the 2008 crisis, back when the same dollars were worth more.
To believe in US defeat you have to believe the US is so squeamish that we'll beg Iran to re-open the SOH and in exchange offer to let them build nuclear weapons with impunity.
Stabilizing the strait may be costlier than we would like and somehow we'll do this public good alone, as usual, but not as costly as letting Iran have nukes.
Iran didn't have nukes before the war despite Netanyahu claiming the bomb is weeks away since the 90s. Currently 20% of the world's oil, several decently sized economies that invest heavily in the US, a large portion of global LNG, and 35% of the world's helium are under blockade. This is in order to fight a war to go back to the way things were two months ago.
Had Iran even wanted nukes if it wasn't for the constant threat of American war? The US needs to fight the enemies while the constant war creates the enemies.
This war could easily end up dragging on for an extended period of time. Nobody enters a war thinking the war will last for many years yet wars often do. The US could easily be stuck in a quagmire that drags on and becomes a story that never stops giving.
So if Iran doesn't want nukes then why is giving up enrichment such a deal breaker for them? They'd rather apparently be all killed than negotiate on this.
If you believe the Omani negotiator, Iran was willing to give up their stockpile and enrichment in exchange for sanction relief; that was likely the point of building the stockpile in the first place. Once the US tried to regime change them, the calculations shifted.
All the sources I have seen say the opposite - the negotiations leading up to military action was basically the US begging Iran to just give up on the nukes and Iran saying, "Nope, I'd rather die."
Laurence Norman, WSJ reporter in Germany, says, "My understanding comes from non-U.S. officials close to the talks as well as what Washington has said. This is what we have from 3 people."
I don't know why there are two such diametrically opposed narratives. I don't think there is any reason to believe the WSJ, which tends to be center left in the US, would try to run propaganda for Trump. I don't know what reason Oman might have to lie, except perhaps to increase their importance by making it sound like negotiations were going well.
Given Iran's past behavior regarding nuclear enrichment, I tend to believe the WSJ story as it is more in line with their past and present actions.
They agreed to 3.67% enrichment and then the US ripped it up; thus, ask for more next time. If you look at a graph of SWUs (ie effort/time input) versus enrichment percentage, it's not that huge a leap; the first few percentage points of enrichment are the hardest.
No, they didn't. The US offered to supply enriched uranium to Iran that is suitable for civilian use, a situaon similar to the UAE and Korea (two other nations that for various reasons have forfeited their ability to enrich fuel but still employ civilian nuclear programs). Iran rejected this - they want to be able to enrich their own.
Oman said, "Zero accumulation" which might be a trick of language. There is 0 accumulation if it all goes back into centrifuges. According to three other sources Iran had a 10 year nuclear enrichment plan which included:
Everything keeps coming back to the idea that Iran completely misread how serious Washington is being when they say, "No Nuclear Enrichment."
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