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WASHINGTON — Morning broke in the Middle East on Wednesday with a wave of attacks by Iran. Air defenses in Kuwait were overwhelmed. Three dozen drones and 17 ballistic missiles were shot down over the United Arab Emirates. The most important oil pipeline in Saudi Arabia suffered a hit. Sirens flared in Tel Aviv, and a devastating drumbeat of Israeli strikes targeting Iran’s allies in Lebanon killed scores in Beirut.

A day after President Trump hailed a ceasefire in his war with the Islamic Republic, reversing course on his threat to escalate, the only country spared from attack appeared to be Iran itself.

The “fragile truce,” as Vice President JD Vance called it, began with a calculated show of force from an Iran militarily weakened by six weeks of U.S.-Israeli strikes, yet strategically positioned to press for sweeping concessions from an American president eager to end the war.

Strait flush

A naval vessel sails on March 1 in the Strait of Hormuz, a vital waterway through which much of the world’s oil and gas passes.

(Sahar al Attar / AFP/Getty Images)

The president’s main conditions for a truce were the reopening of the Strait of Hormuz and, through negotiations, a definitive end to Iran’s nuclear work. But Tehran offered no sign of relenting on its enrichment program, and by Wednesday afternoon, had warned that tanker traffic would halt through the strait until Israel paused its attacks in Lebanon.

It was the clearest demonstration yet of Iran’s emboldened position to use the strait — treated for decades as a free and open international waterway — as a bargaining tool, threatening its closure over any number of demands, or else implementing a toll system as reparations for its war damage.

By Friday, U.S. negotiators flying to Islamabad for talks can expect Iran’s hold on the strait to weigh against all other priorities, including American demands that Iran relinquish its right to enrich uranium, the source of decades of tortured diplomatic efforts.

The White House said that traffic had increased through the strait on Wednesday. But it also described reports of its closure, briefed to a displeased president, as “completely unacceptable,” serving as a stark reminder in the West Wing of the new world its war had brought.

James Acton, co-director of the nuclear policy program at the Carnegie Endowment for International Peace, called the ceasefire framework “a foreign policy disaster” for the United States that revealed Iranian leverage long predicted by independent experts and intelligence analysts.

“Let’s assume the ceasefire actually takes hold — and as far as I can see, it hasn’t done so far,” Acton said. “Iran has the upper hand, and frankly, it’s not close.”

“The negotiations are likely to focus on opening the Strait of Hormuz, which is clearly Trump’s top goal, not Iran’s nuclear program,” he added. “Because Iran has demonstrated it can close the strait — and inflict large economic costs on the U.S. and large political costs on Trump — it now has plenty of leverage over the United States.”

White House Press Secretary Karoline Leavitt speaks during a news briefing in the James S. Brady Press Briefing Room on Wednesday. Leavitt spoke to reporters on a range of topics including a two-week ceasefire deal between the U.S., Iran and Israel.

(Anna Moneymaker / Getty Images)

Unclear terms

The Trump administration reportedly urged two allies of Tehran — China and Pakistan — to pressure the Iranians into a ceasefire ahead of a Tuesday evening deadline, self-imposed by Trump, to escalate the conflict. The resulting truce was described not in a shared statement among the warring parties, but in separate, differing social media posts that all but guaranteed misinterpretation between the two sides.

A statement from the Pakistanis, who have helped mediate the talks, said the ceasefire extended to hostilities in Lebanon. The Israeli statement said it did not; Trump’s post omitted any mention of Lebanon at all.

But the president’s statement did say that a 10-point plan from Iran could serve as the basis for negotiations over a long-term truce going forward. The White House was forced to walk that back Wednesday afternoon, claiming that Iran had presented its diplomats with another, secret 10-point plan substantially revised from those detailed in the press.

“They put forward a more reasonable and entirely different and condensed plan to the president and his team,” White House Press Secretary Karoline Leavitt told reporters. “The idea that President Trump would ever accept an Iranian wish list as a deal is completely absurd.”

In social media posts and interviews with select reporters on Wednesday, Trump appeared to suggest exactly that — floating sanctions relief for Tehran and proposing a plan to share revenue from a Strait of Hormuz toll system that could raise global oil prices while directly funding the Iranian government.

Limited achievements

Experts agree that the U.S.-Israeli campaign succeeded in significantly degrading Iran’s drone and ballistic missile infrastructure. But in a statement on Wednesday, Israel’s prime minister, Benjamin Netanyahu, said any deal between Washington and Tehran had to include structural limits on those programs — suggesting concern in Israel that Iran could reconstitute its military within a matter of years.

Iran’s continued attacks on its neighbors Wednesday, its downing of American aircraft last week, and its retention of its nuclear material have raised doubts among U.S. allies about whether Washington’s military capabilities can deliver on its promises.

“There is less respect for what the United States — and Trump in particular — can accomplish, be it through military force or diplomacy, and for the strategic thinking that underlies U.S. policy,” said Patrick Clawson, director of the Iran program at the Washington Institute for Near East Policy. “These attitudes are even stronger in Europe, Russia and China.”

Iran’s military weaknesses have been uncovered as well. Few of its missiles and drones inflicted physical damage throughout Israel and the Arab world.

Yet the psychological impact — on local populations, on the economy of metropolitan Dubai, on the commercial shipping sector and the oil market — has proven Iran is capable of exacting greater pain than its conventional military capabilities would suggest.

Whether the United States can return the Strait of Hormuz to its status before the war, as a free and open waterway, may depend on longstanding allies that Trump has ostracized over the course of the war.

“We launched a war that affected the rest of the world, with little consideration for its effects,” said Dennis Ross, a veteran diplomat on the Israeli-Palestinian conflict who served in the George H.W. Bush, Clinton and Obama administrations.

“When you berate allies and leave them out but expect them to be there when you need them, you discover that you don’t have them,” Ross added. “No one is going to assume that the U.S. is more reliable after this.”

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More to come,
Michael Wilner
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