US – Iran negotiations end with no deal reached

BigWar and BigAI may install surprise on the storyline.

It's very hard to imagine nuclear weapons being used in this conflict.

The US holds more leverage than you may expect. First, the US can/will reopen Hormuz by force without a sustained ground occupation. Here's the former CENTCOM commander in April 2026:

> GEN. MCKENZIE: Well, let me, let me say, first of all, we do have the ability to open the strait. Should we choose to do it in what you're seeing now are the- what I would call the precursor of the initial steps in such a campaign you want to reduce Iran's ability to fire short range rockets and missiles into the strait against warships. You want to take out their fast attack craft. Think of them as cigarette boats, large, powerful outboard engined boats that can race out and get among ships and cause direct damage that way. What we're doing is we're going after all those vessels. And that's where a 10s attack aircraft, attack helicopters and other slow moving, low altitude platforms are so very effective. So we're in the process of removing those right now. At the same time, we're working to get rid of Iran's mine stockpile. The mines are very dangerous. They had thousands when the war began. I have no doubt we significantly (UNINTELLIGIBLE) them, now. Of course, it doesn't take many mines to cause a significant blockage to world shipping. So all of that is underway right now, and you want to reduce those to a low level before you put your warships up there to actually sort of test the waters in that strait. I have no idea what Admiral Cooper's decision making process is going to be for that, but I think we're well on the way to achieving those goals.

Here's Admiral Cooper in 2025:

> "Senator Peters: So what is your assessment? How quickly could the U.S. and allied naval forces secure freedom of navigation if commercial shipping is indeed attacked in the straits?

> Admiral Cooper: Senator, the specifics of this are highly classified. But historically, in mine warfare, nothing happens quickly. I think we would think of this in terms of weeks and months, not days."

To an outside observer, it looks like nothing is happening. But what we currently see is a large concentration of fires around the coast, A-10s and Apaches, lots of reaper drones for ISR, attriting the USVs, anti-ship missiles, mines and mine-laying vessels. According to the former CENTCOM commander, you don't need to occupy this land to reopen Hormuz, at most you need fires and short raids. Only after this shaping process can the US Navy run escorts through the shallow and narrow littoral safely. It's a gradual process, a plan that multiple former commanders have commented on publicly going back decades, and this is what the first steps look like. And unlike public perception that the strait needs to be 100% safe beyond any doubt before commercial shipping resumes, the precedent during Operation Praying Mantis proves otherwise. The situation in the Red Sea is somewhat different only because there's an alternative route.

Secondly, the assumption that GCC are deterred is not right. The GCC desire escalation, see for example:

https://apnews.com/article/trump-iran-saudi-arabia-mbs-gulf-...

> Gulf allies of the United States, led by Saudi Arabia and the United Arab Emirates, are urging President Donald Trump to continue prosecuting the war against Iran, arguing that Tehran hasn’t been weakened enough by the monthlong U.S.-led bombing campaign, according to U.S., Gulf and Israeli officials.

This is despite the threats to their critical infrastructure. To know why they want this, you need to understand the regional history in some detail. It can be summarized like so:

- UAE has a territorial dispute with Iran and stands to gain sovereignty over a number of islands in Hormuz.

- Saudi Arabia stands to gain control over Yemen and therefore over Bab al-Mandab if support for the Houthis is cut off.

- Saudi Arabia has a history going back over 10 years of asking the US to bomb Iran despite threats to their infrastructure, such as in 2015, and in 2019 when Soleimani organized attacks on Saudi oil and gas infrastructure.

- Iran is a competing imperial power and wants to obtain suzerainty over Arab states through satellites, to export the revolution. This is why Saddam invaded Iran in the 1980s. The fear among Iran's Arab neighbors is still there, and they won't accept the US just declaring victory and walking away. It's hard for people outside of the region to understand this because the facts that create this perception don't enter the news cycle in the West.

Even though the cost to the GCC is incredibly large, Iran does not have escalation dominance in this situation, because the political will among the GCC is commensurately larger.

The third aspect here is that Iran's defense industrial base is gone, which means their current stockpiles are all they have. Various estimates have been thrown around about their remaining missile stockpile from experts: "1/3 left", "30% left", "over 1000 left". But the common denominator is that they cannot sustain the current tempo (~1200 missiles/month) forever. This is not like the Ukraine war (or most other wars) where both sides have an active industrial base pumping out material to replace the lost material. This puts a hard ceiling on what Iran can achieve against the Gulf states, certainly below total destruction of all their critical facilities. If this wasn't true, the Gulf states wouldn't be pushing the US to escalate.

The fourth aspect is that Iran still has much to lose, and the US can easily deliver those losses to Iran. Their oil exports are the most obvious next step, 10% of their economy can be temporarily removed with a naval blockade of Kharg or equivalent reversible means, which is revenue they use to pay IRGC wages and stave off civil unrest like what we saw last year.

Finally, as committed as the IRGC is (or as committed as they portray themselves to be through a concerted information warfare campaign via their centrally controlled media), there is historical precedent of hardline regimes "surrendering" when faced with a belligerent that has the combination of political will and capabilities. The Treaty of Brest-Litovsk, Khomeini's "drinking from the poisoned chalice" in the 1980s, the one-sided ceasefire agreement that Hezbollah agreed to in 2024, the Japanese surrender in WW2. If the IRGC feels it needs to commit to zero enrichment to preserve the revolution, they probably will.

It seems that there was a failed US incursion towards Isfahan, where much of the enriched uranium is buried, a week ago.

They could not reach their target and they had to scuttle and abandon two MC-130J airplanes and a helicopter, apparently because they were too damaged by the air defense to fly back.

The official version is that the purpose of the failed incursion was to save the crew of the previously shot down F-15E.

However, the use of a greatly disproportionate amount of people and aircraft for a supposed search and rescue mission has lead to the speculation that the true goal of the failed incursion was the extraction of the uranium and that the downed F-15E had participated to the preparation of this mission.

It is estimated that the cost of this operation has been around a half of billion dollars.

While the 2 men from the F-15E were saved successfully, it seems that this should have been easy to achieve at a cost much less than a couple hundred million dollars per head, which makes believable the hypothesis that most of the operation was unrelated to saving people, but it intended to reach the uranium deposits.

With respect, I think it's extremely clear what's actually happening, and the idea that it's confusing is a defense mechanism. The US and Israel launched a series of decapitation strikes, with the explicit and repeatedly stated expectation that this would lead to the overthrow of the Iranian government.

Then it didn't work, so they started a strategic bombing campaign.

Then that campaign proved ineffective at keeping the Strait of Hormuz open, leading to a sustained oil crisis.

So now here we are, with the entire world in a worse position than the status quo, and yet neither the US nor Iran feeling so defeated that they're willing to accept a conclusion worse than the status quo.