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Home Commentary

The Iran talks are in danger of blowing up any day

Trump can say "enough" and sever the link between Hormuz and Lebanon. He almost did so when he threatened to "destroy Iran" if it did not rein in Hezbollah. Further insults to Iran could bring the talks crashing down.

by  Michael Oren
Published on  06-23-2026 21:31
Last modified: 06-23-2026 21:31
US suspends sanctions on Iranian oil sales under emerging war-ending deal

Trump and Ghalibaf. Photo: EPA, Reuters

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The Trump administration's creation this week of a "cell to reduce friction" in Lebanon, comprised of Pakistan, Qatar, and Iran and totally ignoring Israel, has heightened Israeli anxiety over America's Memorandum of Understanding with Tehran. That agreement grants the Islamic Republic billions of dollars to rebuild its ballistic missiles and resupply its terrorist proxies while doing little or nothing about its nuclear threat. Understandably, Israelis are asking what, if any, are chances that the agreement will fail.

Not surprisingly, the most obvious cause for the agreement's failure would be Lebanon. Trump has allowed Iranian leaders to use Lebanon as leverage against the United States by threatening to close the Strait of Hormuz unless he reins in Israel. As such, the Iranians have every interest in encouraging Hezbollah to violate the ceasefire, enabling them to demand further concessions from the president to keep the Strait open. But Trump could say "enough" and sever the Hormuz-Lebanon connection. He came close to doing this earlier in the week when he threatened to "destroy Iran" if it failed to stop Hezbollah from firing on Israel. In response to this insult, Iranian representatives walked away from the negotiating table. Further insults from the White House could bring about the collapse of the talks entirely.

Iran's Supreme Leaders on a billboard. Photo: AFP

Trump could also work to drag out negotiations on the agreement's implementation, set to take place over sixty days, for an additional five months. This would enable the president to avoid any politically costly fighting with Iran until after the mid-term elections in November. With the Republican majority in both Houses once again secured, the administration could once again present Iran with a credible military option and, if necessary, renew the bombing campaign.

Lastly, the Iranians themselves might undermine the talks by overplaying their hand. The regime would make outrageous demands such as a total withdrawal of U.S. forces from the Middle East or the imposition of exorbitant tolls on maritime traffic through the Strait. Faced with such excessive demands, Trump would have no choice but to jettison the agreement.

An oil tanker in the Strait of Hormuz. Photo: AP

More long term, the Iranian regime might eventually die from the wounds it sustained in the war. Mass demonstrations might once again erupt and deep divisions appear in the Iranian leadership. With a new government in Tehran issues such as the country's nuclear and ballistic programs and its support for terror could be easily resolved.

Unfortunately, all of these scenarios, while theoretically possible, can only be couched as hopes. In Israel, we cannot build our policies on hopes but rather prepare for the worst-case and most probably realistic outcome of a U.S.-Iranian deal that excludes many of our fundamental security interests and confronts us with many future dangers.

IDF troops operate in Lebanon. Photo: IDF Spokesperson's Unit

Until that happens, though, Israel must continue to defend the north, even at the price of friction with Washington, and to state unequivocally that any agreement that does not protect us from Iran will never bind us.

Tags: IranIran nuclear talksUS

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