Will the US and Iran iron out a binding agreement over the next two weeks, and will Israel honor it?
John Leake
The
official story of the ceasefire is that, shortly before the doomsday
clock ran down for “Iranian civilization,” President Trump agreed to a
provisional peace plan brokered by Pakistani intermediaries and
delivered to the White House yesterday afternoon. This is consistent
with reports that Vice President J.D. Vance has been in talks with
Pakistani General Asim Munir.
The role of Pakistan in this
conflict is especially interesting. The country is now a significant
regional power that has long maintained ties to Tehran, as well as
strong military, security, and diplomatic relations with Washington and
China.
Pakistan is often accused by the US of sponsoring
terrorism, harboring terrorists, and is strongly suspected of having
provided a haven for Osama bin Laden for five years in a secure compound
in Abbottabad, a military garrison town close to Islamabad.
Following
India’s acquisition and testing of a nuclear bomb in 1974, Pakistan
began developing its own nuclear weapons against strong Israeli
opposition. In 1981, the Mossad sent letter bombs to firms in West
Germany and Switzerland that were assisting in the effort. Though
Pakistan succeeded in acquiring and testing nuclear weapons in 1998, it
has never threatened Israel with an atomic bomb attack. The government
of Pakistan believes that possessing nuclear weapons is a deterrent
against aggression from India and other nations in the region.
Pakistan’s
status as a regional power may ultimately help it to facilitate a
negotiated settlement to this conflict, though I am not wildly
optimistic.
The ten point plan submitted by Iran via Pakistan to the White House is as follows.
On Monday, President Trump said of the proposal, “It’s a significant proposal. It’s a significant step. It’s not good enough, but it’s a very significant step.”
Both belligerents are characterizing yesterday’s agreement as a victory.
The
US and Iran have apparently agreed to meet for first direct talks in
Islamabad Friday. However, the situation is volatile, with Iran
threatening to respond to Israel’s Lebanon airstrikes. Moreover, Iran
has apparently already halted shipping in the Strait of Hormuz until
Israel ceases the strikes in Lebanon.
I wonder if one of Israel’s
primary objectives for attacking Iran—and inciting the US to assume a
leadership role in the conflict—was to use the Iran melodrama as an
opportunity to establish a long-term "defensive buffer zone" in southern
Lebanon between its current border and the Litani River. This large
swath of land in Southern Lebanon is valuable for its agricultural
productivity and its strategic location for regional water security. The
river is a major source of irrigation for thousands of acres of
farmland.
In addition to ongoing hostilities in Lebanon, Saudi
Arabia’s East-West oil pipeline carrying crude from the Gulf to the Red
Sea for export has been attacked at a pumping station.
Even if Trump ultimately claims
to accept the above terms—or some iteration of these terms—in the form
of a binding treaty, it will only hold if Israel honors it, and
President Trump appears to be unwilling or unable to restrain Israel’s
conduct.
This brings us to purported casus belli of this conflict—Iran’s 440 kilograms of 60% enriched uranium.
Last
summer, President Trump assured us that Iran’s nuclear program—and
apparently its enriched material—had been totally destroyed by Operation
Midnight Hammer.
However, just a few months later, this story
changed, and we were once again told that Iran posed an “imminent”
nuclear threat to the US and Israel.
Note that, since 1992, we
have been repeatedly told that Iran has been on the cusp of obtaining a
nuclear bomb for the purpose of attacking Israel and the US, and that
such an attack was just a couple of years, months, or even just weeks
away.
The Israelis purportedly attacked Iran on February 28 to
defuse this “imminent threat,” and the US immediately joined the attack.
However, this morning, President Trump once again changed the story by
posting the following on his Truth Social account.

If
the president’s assertions in this post are true, it means that the
governments of Israel and the US lied when they told us that Iran was
again on the cusp of obtaining a nuclear bomb and using it to attack the
US and Israel.
One possibility that now comes to mind (in this
ever changing story) is that Trump will agree to most of Iran’s demands
in return for Iran handing over its enriched uranium and agreeing to
terminate its nuclear program.
IF this is indeed the final
agreement that emerges over the next two weeks, it will resemble the
agreement that Iran apparently proposed at the meeting in Geneva on
February 26, only with considerable additional advantages for Iran.
I
was relieved yesterday that Trump did not carry out his threat to
extinguish Iranian civilization, which I interpreted primarily to mean
destroying the power generation plants supplying electricity to large
cities such as Tehran.
I was also relieved to see that Trump’s
loyal base perceives this to be a great victory for the president,
because in order for this pointless and immensely destructive conflict
to end, he will need to be able to frame it as a victory so that he can
save face.
The markets are wildly celebrating the news of the
cease fire, and I reckon that great fortunes have been made by market
players who had reason (or actionable information) to believe that a
ceasefire/provisional peace deal would be announced.
IF what is presented to the world as a binding agreement is indeed ironed out in the coming two weeks, how will it be enforced?
I
suspect it can only be enforced if China, India, Pakistan, and Russia
demand—and be willing to back it up with force if necessary—that all
parties honor the agreement.