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Iran Super Thread- Merged

The day IS still young as I share this (~0730 Eastern) ....
🍿
An agreement to possibly have an agreement. So a nothing burger to make it sound like something is happening.
 
Just in time.


Trump on Beirut strike: Netanyahu ‘has no f**king judgment’

Lecy Goranson Love GIF by ABC Network


I dont actually.
 
There’s a potential that this fundamentally, if minorly, shifts the dynamics between the U.S. and Israel.Bibi has now put himself on the wrong side of something Trump clearly Rey badly wants. Conversely, Israel is now being hit with new tactics by Hezbollah - the widespread use of SUAS like we’ve seen in Ukraine - that won’t go away and that could potentially be sustained indefinitely. Geography is very much not on Israel’s side here; they lack depth.

So, Israel’s in a military bind (not a huge one per se, but it’s an increased trickle of quite visible casualties), and Bibi is in a major political one. Their response, continued ops bordering on occupation of southern Lebanon coupled with sporadic bombings in Beirut, appears to cross a red line Iran takes seriously.

Meanwhile, the U.S. badly needs a deal with Iran that reopens global trade routes impacted by the near closure of Hormuz. The U.S. needs it economically and Trump needs it politically.

This imperative runs afoul of America’s usually… let’s call it solicitous relationship with Israel. Trump has to really grip the leash on Israel if they’re to get Iran to accept peace terms. But that leaves Israel sort of at the mercy of continued drone strikes by Hezbollah, broadcast daily online. It makes Bibi look quite weak, all the moreso when Trump says he ‘does what he’s told’, to paraphrase.

Bibi faces a real predicament and I think we’ll see Israel aggressively try to leverage Congress against Trump on this. Israel is economically quite resilient to closure of the strait of Hormuz compared with many other nations. They can weather that. Politically, Netenyahu may not be able to weather Hezbollah continuing to kill and maim Israeli soldiers with impunity.

I don’t know how this plays out, because at the centre of it is Trump with all of his erratic self-interest. He’s gonna start throwing people under the bus soon for getting him mired in this…
 
Trump will abandon Bibi at his peril. There is a lot of big money with ties to Israel.

I don’t think things are getting signed today.

Interesting to see what the secondary effect of this will be on Trump trying to effect his will at the G7… 🤔
 
Trump will abandon Bibi at his peril. There is a lot of big money with ties to Israel.

I don’t think things are getting signed today.

Interesting to see what the secondary effect of this will be on Trump trying to effect his will at the G7… 🤔
Bit surprised that Trump hasn’t pushed to have Bibi attend and attempt to hammer out a wider agreement with Lebanon, Gaza and Iran.
 
Interesting to see what the secondary effect of this will be on Trump trying to effect his will at the G7… 🤔
Maybe a variation on the “why aren’t you ingrates helping us (after all the time we’ve spent dissing you)?” approach? Ya never know wit’ dis guy …
 
Iran in the rear view of a Israeli F-35…
nuclear explosion GIF


If Iran doesn’t stop Hez, I sadly do see this as an Israeli COA, especially if Israel feels abandoned.

They don’t have the depth without making massive pushes into Lebanon, which will still leave the IDF vulnerable to SUAS strikes.

You can’t totally blame Israel for hitting positions in Lebanon regardless if it’s an Iranian Red Line, as it is used to attack Israelis from.

Iran needs to muzzle Hezbollah, or accept that the Israeli responses. Which of course is 180 degrees from their objective to help Hezbollah destroy Israel.

Trump can whine all he wants, but Congress (IMHO) is going to support Israel in this, and it’s going to get bigger and bigger and bigger. I already posted my thoughts on what happens if Israel has to go it alone.
 
This conflict may actually cause the Americans (in general, of all parties) to realize finally that ever since they started backing Israel (remember, the US was against Israel's actions and not generally supportive at the time of the Suez crisis - it came after that time as a result of Israel's propaganda in the US strategy supported by their New York diaspora), it was because Israel and Jewish money in the US bought their interests politically but it has nothing to do with US interests in the region and was always about Israel's own goals and interests protection without any reciprocal benefit to the US.
 
If anything is going to unwind atomically, it’s an ISR 7.5kt ‘Persuader.’ I’d give it 60/40 chances for a hit to Fordow/Isfahan.
 
Just in time for open on Monday, however no chance of pens touching paper until Friday.


Iran’s Supreme National Security Council announced in a statement that it had finalized the memorandum of understanding for a cease-fire deal with the United States under the guidance of the supreme leader, Ayatollah Mojtaba Khamenei. The statement said the agreement came after “months of long and difficult negotiations,” and thanked Pakistan and Qatar for mediating the negotiations.

The council said the agreement includes: an end to the conflict and military operations on all fronts, including Lebanon, effective immediately, and an immediate end to the U.S. naval blockade on Iran. The statement said a formal signing ceremony will take place on Friday and negotiations will begin for a broader peace agreement.

And it'll be interesting to see where this is going to go.


President Trump said in an interview on Sunday afternoon that the agreement he reached with Iran would ultimately assure that the Strait of Hormuz is “permanently toll free” and argued that, despite the objections of Prime Minister Benjamin Netanyahu of Israel, he had saved Israel from nuclear obliteration.

Mr. Trump also insisted that if Iran failed to reach a final nuclear accord with the United States — a process his aides say they expect will begin on Friday in Switzerland — he would restart military attacks on Tehran or make the United States “the guardian of the Middle East” in return for 20 percent of the region’s revenues.

EDIT: Per Iranian media (Mehr News), this is what the MOU draft looks like.

Final negotiations will not begin before the release of half of Iran's blocked funds, suspension of Iran's oil sanctions, and lifting of the naval blockade, and the final agreement will only cover the fate of enriched materials and enrichment, lifting of sanctions, and Iran's economic reconstruction plan. Discussions about Iran's missile program and support for resistance groups are definitively removed from the agenda.

1- Permanent and immediate cessation of war on all fronts, including Lebanon.

2- The US commitment to non-interference in Iran's internal affairs and respect for the sovereignty of the Islamic Republic of Iran.

3- Complete lifting of the naval blockade within 30 days.

4- The US commitment to withdraw its forces from around Iran.

5- Reopening of the Strait of Hormuz within 30 days under Iranian arrangements.

6- Suspension of sanctions on the sale of oil, petrochemical products, and derivatives, and full access of Iran to its financial resources.

7- The necessity for the US and its allies to present reconstruction plans for Iran amounting to at least 300 billion dollars.

8- 60 days of negotiations to reach a final agreement based on nuclear issues and the complete lifting of primary, secondary, US sanctions, and UN Security Council and IAEA Board of Governors resolutions.

9- Reiteration of Iran's commitment under the NPT treaty not to produce nuclear weapons.

10- During the negotiation period, the US has committed not to add forces in the region and not to impose new sanctions.

11- Release of 24 billion dollars of Iran's blocked funds during the 60-day final negotiation period. Half of this amount must be made available to Iran before the start of negotiations.

12- Formation of a supervisory mechanism to implement the agreement.

13- The final agreement will be approved by a UN Security Council resolution.

14- Final negotiations will not begin before the release of half of Iran's blocked funds, suspension of Iran's oil sanctions, and lifting of the naval blockade, and the final agreement will only cover the fate of enriched materials and enrichment, lifting of sanctions, and Iran's economic reconstruction plan. Discussions about Iran's missile program and support for resistance groups are definitively removed from the agenda.
 
Just in time for open on Monday, however no chance of pens touching paper until Friday.




And it'll be interesting to see where this is going to go.




EDIT: Per Iranian media (Mehr News), this is what the MOU draft looks like.
All of this to get to the same deal Obama signed.

Brilliant.

Stephen Colbert Slow Clap GIF
 
Just in time for open on Monday, however no chance of pens touching paper until Friday.




And it'll be interesting to see where this is going to go.




EDIT: Per Iranian media (Mehr News), this is what the MOU draft looks like.
I suspect we’ll see some ‘navigational’ or ‘environmental protection’ fee at least attempted to be levied by Iran so Trump can let it happen but say there’s no ‘toll’.

Waiting to see what comes out in terms of solid info about sanctions relief, asset unfreezing, etc.

Though Israel and Hezbollah will probably scupper this whole thing anyway. Now, Hezbollah being an Iranian proxy, it’ll be interesting to see how much Iran chooses to rein them in and how much they want them still poking Israel in the eye.
 
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