u. s. blockade

Nearly three months after the United States and Israel launched their large-scale bombing campaign against Iran and about six weeks since the April 8 ceasefire took effect, President Trump faces an inflection point. Does he return to war? Maintain the ceasefire and U.S. blockade on Iranian ports in the hope of cutting a deal on American terms? Or drop his maximalist negotiating stance?

Sen. Lindsey Graham (R-S.C.), an informal foreign policy advisor for the White House, continues to press for more aggressive U.S. military action. Trump’s political advisors would prefer that the war end as soon as possible to minimize political repercussions against the Republican Party in a midterm election year.

Trump seems conflicted. Despite weeks of U.S. bombardment and an ongoing naval blockade, Tehran is as protective of its nuclear program today as it was before the war began. “For Iran, the Clock is Ticking, and they better get moving, FAST, or there won’t be anything left of them,” Trump wrote on Truth Social over the weekend. A day later, Trump took to the social media platform again to announce he suspended planned U.S. attacks on Iran to give talks more time.

Unfortunately for Trump, he’s proved to be his own worst enemy on this subject. Iran’s stockpile of highly enriched uranium and Tehran’s effective control of the Strait of Hormuz, the regime’s two biggest cards, are a byproduct of Trump’s own policy decisions.

The first is a clear indictment of Trump’s first-term order to withdraw the United States from the Obama-era Joint Comprehensive Plan of Action, a highly technical accord that put Iran’s nuclear work in a box by restricting the number and quality of centrifuges it could use, capped the amount of enriched uranium it could produce and compelled Tehran to ship 97% of its stockpile out of the country. When the Trump administration scrapped that hard-won deal, Iran responded by enriching more nuclear material at a faster pace and accumulating the very stockpile the Trump administration is now seeking to neutralize.

The Strait of Hormuz, Iran’s second card, would not even be an issue today if the Trump administration had refrained from going to war in the first place. On Feb. 27, the day before the conflict began, more than 150 tankers and vessels traveled through the strait. The international waterway was open for business.

Not so today. On Thursday, a grand total of three crossings were registered in the waterway. This collapse of commerce is a consequence of Iran’s ability to harass civilian tankers so much that shipping companies no longer view the journey as worth the cost. As Adm. Brad Cooper, the top U.S. commander in the Middle East, testified to the Senate Armed Services Committee on Thursday: “The Iranian capability to stop commerce has been dramatically depleted through the strait, but their voice is very loud. And those threats are clearly heard by the merchant industry and insurance industry.”

By virtue of his own actions, Trump is now left with a series of policy options that range from least bad to terrible. None of them are ideal, and all of them carry some risk.

For starters, Trump could resume the war. Any renewed U.S. bombing campaign would probably expand the U.S. military’s original set of targets to include a portion of Iran’s energy infrastructure, which Trump has threatened repeatedly to hit. A U.S. invasion of Kharg Island, where 90% of Iran’s oil processing takes place, might also be up for discussion. The aim would be to destroy Iran’s remaining military capabilities and further squeeze its oil revenue until Tehran’s strategic calculus on the war shifts to Washington’s liking.

Yet there are no guarantees that doubling down on military force will work. Trump’s entire strategy has relied on a baseline assumption: The more punitive the United States is, the more likely Tehran will be to cave. Yet that simply hasn’t occurred. If anything, Iran is more dug in now than it was in the opening days of the conflict. For the regime, capitulating to Trump is as dangerous as losing the war. Why would more bombing succeed where previous bombing failed?

The risks of additional U.S. military action are considerable as well. Before the ceasefire, Iran was launching ballistic missiles and attack drones across multiple gulf Arab states, hitting Qatar’s largest natural gas processing facility, Saudi Arabia’s east-west oil pipeline and Dubai’s luxurious high-rises. As the Iranians have stated, such attacks will not only resume if Trump orders a resumption of the war but will expand to new targets, including desalination facilities and nuclear power plants. Such strikes would raise global oil and gas prices to even more absurd levels, adding to the extra $40 billion the American people are already paying for fuel since the war began.

What about continuing the status quo? While this contingency would be less costly than another round of bombing or a U.S. ground invasion, it’s unclear whether it would help or hurt negotiations toward a settlement. There’s a possibility that extending the U.S. blockade of Iranian ports could merely reaffirm the regime’s earlier decision to preserve its own shutdown of the strait. Iran is now urging Washington to end its blockade before talks on the nuclear file can be held. And it’s a mystery whether Trump’s blockade is working anyway; the U.S. intelligence community assesses that Iran could withstand this pressure point for three to four more months, which may be too long for Trump to sustain given the oil disruptions that are bound to get worse.

Striking an agreement to end the war, return the strait to open traffic and restrict Iran’s nuclear program would be the most beneficial policy for the United States with the least amount of cost attached — not quite undoing the harm from Trump’s first-term decision to scrap the nuclear deal and his second-term decision to start a war. U.S. and Iranian negotiators are passing proposals back and forth as we speak. But as of now, Trump can’t stomach agreeing to a deal that covers some of Iran’s terms, including but not limited to a shorter suspension of enriched uranium and some kind of Iranian role in the management of the strait. Even if Trump did reassess his position, he would be forced to confront the hawks in his political coalition who would consider anything short of Iran’s total surrender a failure.

In short, Trump is in an unenviable position. He’s got nobody to blame but himself.

Daniel R. DePetris is a fellow at Defense Priorities and a syndicated foreign affairs columnist.

WASHINGTON — Upbeat claims from President Trump over an imminent peace deal to end the war with Iran were met with deep skepticism Friday across the Middle East, where Iranian and Israeli officials questioned the prospects for a lasting agreement that would satisfy all parties.

The outlines of an agreement began to emerge that would provide Iran with a major strategic victory — and a potential financial windfall — allowing the Islamic Republic to leverage its control over the Strait of Hormuz to exact significant concessions from the United States and its ally Israel as Trump presses for a swift end to the conflict.

In a series of social media posts and interviews with reporters, Trump announced that the strait was “fully open,” vowing Tehran would never again attempt to control it. But Iranian officials and state media said that conditions remained on passage through the waterway, including the imposition of tolls and coordination with the Islamic Revolutionary Guard Corps.

Iranian diplomats posted threats that its closure could resume at any time of their choosing, and warned that restrictions would return unless the United States agreed to lift a blockade of its ports. Trump had said Friday that the blockade would remain in place.

“The conditional and limited reopening of a portion of the Strait of Hormuz is solely an Iranian initiative, one that creates responsibility and serves to test the firm commitments of the opposing side,” said a top aide to Iran’s president, dismissing Trump’s statements on the contours of a deal as “baseless.”

“If they renege on their promises,” he added, “they will face dire consequences.”

In an overture to Iran, Trump said Israel would be “prohibited” from conducting additional military strikes in Lebanon, where the Israeli government of Prime Minister Benjamin Netanyahu seeks to prevent Hezbollah, an Iranian proxy militia, from rearming, a potential threat to communities in the Israeli north.

But in a speech delivered in Hebrew, Netanyahu would say only that Israel had agreed to a temporary ceasefire, while members of his Cabinet warned that Israel Defense Forces operations in southern Lebanon were not yet finished. A top ally of the prime minister at a right-wing Israeli news outlet warned that Trump was “surrendering” to Iran in the talks.

It was a day of public messaging from a president eager to end a war that has proved historically unpopular with the American public, and has driven a rise in gas prices that could weigh on his party entering this year’s midterm elections.

Yet, Republican allies of the president have begun warning him that an agreement skewed heavily in Tehran’s favor could carry political costs of its own.

Trump was forced to deny an Axios report Friday that his negotiating team had offered to release $20 billion in frozen Iranian assets in exchange for Tehran agreeing to hand over its fissile material, buried under rubble from a U.S. bombing raid last year.

That sum would amount to more than 10 times what President Obama released to Iran under a 2015 nuclear deal, called the Joint Comprehensive Plan of Action, that was the subject of fierce Republican criticism in the decade since.

“I have every confidence that President Trump will not allow Iran to be enriched by tens of billions of dollars for holding the world hostage and creating mayhem in the region,” said Sen. Lindsey Graham (R-S.C.), a strong supporter of the war. “No JCPOAs on President Trump’s watch.”

Still, Trump said in a round of interviews that a deal could be reached in a matter of days, ending less than two weeks of negotiations.

He claimed that Tehran had agreed to permanently end its enrichment of uranium — a development that, if true, would mark a dramatic reversal for the Islamic Republic from decades developing its nuclear program, and from just 10 days ago, when Iranian diplomats rejected a U.S. proposal of a 20-year pause on domestic enrichment in favor of a five-year moratorium.

He said Iran had agreed never to build nuclear weapons — a pledge Tehran has made repeatedly, including under the Nuclear Nonproliferation Treaty, in a religious decree from then-Supreme Leader Ayatollah Ali Khamenei, and in the 2015 agreement — while continuing nuclear activities viewed by the international community as exceeding civilian needs.

And he repeatedly stated that Iran had agreed to the removal of its enriched uranium from the country, either to the United States or to a third party. Iranian state media stated Friday afternoon that a proposal to remove the country’s highly enriched uranium had been “rejected.”

Iran’s agreement to allow safe passage for commercial vessels through the Strait of Hormuz is linked to a ceasefire in Lebanon that the Israeli Cabinet approved for only a 10-day period. Regardless of whether it holds or is extended, Israeli officials said their military would not retreat from its current positions in southern Lebanon — opening up Israeli forces to potential attack by Hezbollah militants unbound by a truce brokered by the Lebanese government.

The Lebanese people, Hezbollah officials said, have “the right to resist” Israeli occupation of their land. Whether the fighting resumes, the group added, “will be determined based on how developments unfold.”

An Iranian official threw cold water on the prospects of reaching a comprehensive peace deal in the coming days, telling Reuters that a temporary extension of the current ceasefire, set to expire Tuesday, would “create space for more talks on lifting sanctions on Iran and securing compensation for war damages.”

“In exchange, Iran will provide assurances to the international community about the peaceful nature of its nuclear program,” the official said, adding that “any other narrative about the ongoing talks is a misrepresentation of the situation.”

Trump told reporters Friday that the talks will continue through the weekend.

While Trump claimed there aren’t “too many significant differences” remaining, he said the United States would continue the blockade until negotiations are finalized and formalized.

“When the agreement is signed, the blockade ends,” the president told reporters in Phoenix.

Times staff writer Ana Ceballos contributed to this report.