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U.S.–Iran Talks: Peace or a Path to War?

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : February 6, 2026 has the feel of a turning point — not because the United States and Iran suddenly became friends, but because two sworn rivals chose diplomacy at the very moment when the logic of escalation was gaining speed. In Muscat, Oman, with anxiety rising across capitals from Tel Aviv to Beijing, the world watched an extraordinary scene: U.S. and Iranian delegations meeting under Omani mediation to test whether a negotiated path still exists before the region is pushed into another cycle of strikes, retaliation, and economic shock.
Iran’s Foreign Minister Abbas Araqchi came out of the talks calling them a “good start,” and — crucially — confirming that the process will continue after consultations in both capitals. Oman’s foreign minister, Badr al-Busaidi, described the discussions as “very serious” and stressed that outcomes would be weighed carefully in Tehran and Washington before the next steps are set. That language matters. It signals that neither side wanted a theatrical meeting designed to fail; both treated it as a controlled opening whose survival depends on disciplined messaging and political authorization at home.
Araqchi’s public framing was unusually calm for this relationship. He insisted that “any dialogue requires refraining from threats and pressure” and drew a sharp boundary around the agenda: Iran will discuss its nuclear issue — and nothing else — with the United States. That insistence is not a negotiating flourish; it is Iran’s strategic doctrine in diplomatic form. Tehran wants a narrow, technical bargain that can translate into sanctions relief, without turning the table into a referendum on Iran’s missiles, its regional posture, or its internal politics.
Washington, by contrast, has signaled a broader ambition. Publicly, U.S. officials have voiced interest in a framework that reaches beyond the nuclear file to Iran’s ballistic missiles, support for armed groups in the region, and internal governance and human-rights issues. But the early reporting around Muscat suggests the first round did not become a missile negotiation. A diplomat briefed on Iran’s account of the talks said Tehran insisted on its “right to enrich uranium,” and that missile capabilities were not raised during the discussions themselves — a telling sign that the meeting’s primary purpose was to prevent collapse at the starting line.
This is where the real contest lies: enrichment versus zero-enrichment. For Washington, domestic enrichment is treated as a red line because enrichment can be a pathway — depending on level, stockpile, and monitoring — toward weapons capability. For Tehran, enrichment is framed as sovereign entitlement under international norms, coupled with repeated claims that it does not seek a bomb. The Muscat channel appears to be searching for a formula that neither humiliates Iran nor leaves the United States politically exposed: limits on enrichment “level and purity,” more intrusive oversight, or even alternative arrangements such as a regional consortium were discussed as possibilities in the reporting. In exchange, Iran’s demands were described as immediate and effective sanctions relief — especially in banking and oil — and a reduction in U.S. military pressure near Iran.
Yet, even as delegates spoke in Muscat, pressure politics continued in Washington. President Donald Trump signed an order tied to tariffs on countries that trade with Iran — described in reporting as a mechanism that could raise import costs by as much as 25% for countries purchasing Iranian goods, aimed at discouraging third-country trade ties with Iran in energy, metals, and petrochemicals. Some coverage emphasized that the order sets a process and authority rather than flipping an immediate universal switch — but either way, the message was unmistakable: diplomacy is being run alongside economic coercion, not instead of it.
The same dual-track approach showed up in sanctions. Reporting described new U.S. measures targeting Iranian petroleum-related networks, including entities and vessels linked to oil and petrochemical trade. That timing is not accidental; it is intended to signal negotiating leverage. But it also carries risk: Tehran can interpret such actions as proof that Washington negotiates with one hand while tightening the noose with the other — precisely the behavior Araqchi warned against when he demanded talks without “threats and pressure.”
Against this backdrop, the strategic psychology is as important as the technical details. Both sides now appear to recognize that war is not a clean option. The United States holds greater conventional military power and unmatched financial leverage. Iran, however, has built a layered deterrent: missile capability, regional influence, and the ability to impose costs in a conflict that would not remain limited or predictable. The development leading up to the talks underscored the scale and seriousness of Iran’s missile capability, tested during the June 2025 conflict, and the broader atmosphere of tension as talks were set.
Then there is the world’s most sensitive nerve: the Strait of Hormuz. Any confrontation that threatens energy shipping through that chokepoint would ricochet immediately through global markets. It would not be “a regional war”; it would become a global inflation event. China’s energy security, South Asia’s import bill, Europe’s fragile price stability — all become collateral. This is why even states that distrust Tehran fear a breakdown. The Muscat talks were not just about uranium; they were about preventing a chain reaction in trade, energy, and geopolitics.
The symbolism around the meeting also tells you how close the temperature is to boiling. Hours before talks, Iranian state media highlighted deployment of the Khorramshahr-4 ballistic missile at an underground Revolutionary Guard “missile city” — a calculated signal of readiness and deterrence, designed to shape the psychology of negotiation: talk if you want, but do not assume coercion will be cost-free.
This is why the “good start” language matters more than it seems. U.S.–Iran diplomacy often collapses not because the issues are unsolvable in principle, but because the political ecosystem around the talks punishes concession and rewards confrontation. In that environment, secrecy and restraint are not suspicious — they are essential. Oman’s emphasis that results must be considered carefully in both capitals is, in effect, an admission that the next phase will be decided not only by diplomats but by the domestic politics of power on both sides.
Your central argument stands: the implications radiate outward — to Israel’s security calculations, to Gulf state stability, to Pakistan and Afghanistan’s strategic environment, and to China’s energy-risk horizon. The Muscat channel is a narrow door. If it widens, a framework could emerge that limits nuclear escalation risk and reduces market fear, even if it leaves missiles and regional alliances unresolved. If it slams shut, the region returns to the most dangerous pattern: sanctions, deployments, threats, miscalculation — and the constant possibility that one strike produces an uncontrollable reply.
For now, the most important fact is simple: the talks did not collapse on day one. In a relationship where collapse is often the default expectation, that alone is the first measurable achievement — and possibly the only thing standing between the region and a new inferno.

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The Real Reason Trump Crumbled Against Iran

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : The MOU signed between the USA and Iran has been described by Trump’s critics as humiliating. It has been resisted by many politicians in Washington, including voices from both Democratic and Republican circles. It reportedly angered supporters of Israel and those who believed the United States should have pressed forward rather than entered into negotiation. Yet, despite opposition from political allies, media commentators, and regional partners, President Trump moved toward the MOU.
Why?. The conventional answer is that the United States feared the closure of the Strait of Hormuz. But that may not have been the prime reason. Disruption of oil supply, the rise in petrol prices, and the inflationary burden on American consumers may have added pressure.
However, the reality was depletion of arms and ammunition. In a Middle East Eye clip quoting American author Brandon Weichert speaking to Tucker Carlson, Weichert claimed that the United States had used roughly 50 percent of its Patriot interceptors, up to 80 percent of its THAAD interceptors, about one-third of its Tomahawk cruise missile supply, and nearly the entire pre-war inventory of new Precision Strike Missiles. He also referred to the major use of JASSM missiles and naval interceptors such as SM-3 and SM-6. These figures must be treated as attributed claims unless independently confirmed by official data, but if even broadly accurate, they reveal a far
The conventional U.S.-Israeli calculation may have been based on treating Iran as a normal regional power. A normal country may possess missiles, drones, and naval weapons, but usually in limited numbers. Such weapons are preserved for deterrence, symbolic retaliation, and emergency use. A normal country might fire a dramatic opening salvo, but after several days or weeks of war, its missile depots, launchers, command centers, and radar systems would be degraded. Its firing rate would collapse. Its leadership would become cautious because it would fear exhausting its national arsenal. That calculation may have made sense against a conventional state. It did not make sense against Iran.
Iran is not a normal missile country. Iran is a missile-war state. For decades, Iran understood that it could not match the United States or Israel aircraft-for-aircraft, tank-for-tank, or ship-for-ship. It could not build a navy equal to the U.S. Navy. It could not build an air force equal to Israel’s or America’s. It could not protect every city, base, oil installation, port, and military site with a perfect defensive shield. So Iran chose a different path. It built missiles, drones, decoys, tunnels, mobile launchers, coastal batteries, mines, fast boats, small submarines, and asymmetric naval systems.
This was the central strategic miscalculation by Washington and Tel Aviv. They calculated Iran as a normal country with missiles. Iran revealed itself as a missile state with a country.
As a brilliant strategic master stroke, Iran did not spend most of its limited resources trying to build an expensive nationwide anti-ballistic missile system. If Iran had tried to build an Israeli-style or American-style interceptor shield over the entire country, it would likely have been financially suicidal and militarily insufficient. Iran is too large, its territory too dispersed, and its targets too numerous.
To defend all of Iran would require enormous numbers of radars, command systems, interceptor batteries, trained crews, spare parts, and replacement missiles. Even then, such a defensive network could be overwhelmed by the combined air and missile power of the United States and Israel. So Iran refused to play America’s game. It did not try to build an Iron Dome over Iran. It built a sword aimed at the shield of its enemies.
Instead of spending its limited wealth on defensive interceptors, Iran spent it on offensive saturation. This decision changed the cost equation of the war. A Patriot, THAAD, Arrow, SM-3, or SM-6 interceptor can cost millions of dollars and may take months or years to replace. A drone, decoy, loitering munition, or simpler missile can be far cheaper and easier to produce.
Iran did not need every missile or drone to hit its target. It only needed to force Israel and the United States to respond. Every incoming object had to be detected, classified, tracked, and, if dangerous, intercepted. In the fog of war, the defender cannot always know immediately which target is a decoy and which is lethal. Therefore, expensive interceptors are often spent against cheaper threats.
That was the winning cost-exchange. Iran spent a quantity. America and Israel spent treasure. This is why Iran’s strategy was not necessarily to defeat the United States in one dramatic battlefield encounter. Its aim was to impose an unbearable burn rate. Ballistic missiles, cruise missiles, drones, decoys, and maritime threats forced the United States and Israel to spend their most sophisticated defensive weapons at a pace that could not be sustained.
The same logic applied at sea. In the Strait of Hormuz, Iran did not need a blue-water navy equal to America’s. Geography was its ally. The Strait is narrow, close to Iranian territory, and vulnerable to coastal missiles, mines, drones, fast boats, and unmanned naval systems. Iran could threaten U.S. naval forces without defeating them in a conventional naval battle. It could force the U.S. Navy to spend large numbers of defensive interceptors simply to keep ships, bases, and shipping lanes safe.
This may explain why the reported use of SM-3 and SM-6 naval interceptors is so significant. If large numbers of these weapons were fired, then U.S. ships may have faced far greater threats than officials publicly admitted. That does not mean the Navy failed. It may mean the Navy successfully defended itself. But a successful defense can still reveal strategic vulnerability if it rapidly depletes limited stocks.
That was the moment when the war became larger than Iran. Every THAAD, Patriot, SM-3, or SM-6 interceptor used against Iran was one less available against a future threat from China, North Korea, or another adversary. The United States may have discovered that its global commitments exceeded its weapons inventory.
This is why the MOU can be interpreted by critics as a form of conditional surrender. If a superpower accepts terms it dislikes because continuing the war would expose its inability to sustain the fight, then the political meaning is unmistakable. It has been compelled by battlefield realities.
In that sense, Iran’s strategic masterpiece was not that it built better weapons than America. It built cheaper weapons in larger numbers and forced America to defend with weapons it could not replace quickly. Iran understood that it could not win a defensive technology race against the United States and Israel, but it could win an offensive cost-imposition race.
That is why Trump crumbled against Iran. Not because Washington suddenly trusted Tehran. Not because Israel supported the compromise. Not because the American political class welcomed restraint. But because the United States may have reached the point where continuing the war would have exposed an even greater humiliation: the inability to defend its own assets, its closest regional ally, and its global deterrence posture at the same time.
The MOU was not born from generosity. It was born from necessity. The United States did not simply choose to stop. It was forced to pause, replenish, reassess, and negotiate from a position far weaker than it wanted the world to know.

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The Great Decoupling of the United States and Israel

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : For more than half a century, the United States and Israel have been viewed as inseparable strategic partners in the Middle East. Successive American administrations, regardless of party affiliation, generally aligned their regional policies with Israel’s security concerns, often treating the two nations’ interests as largely identical.
Yet the diplomatic developments that followed the recent Iran war suggest that this assumption may no longer hold true. Rather, it is the beginning of something far more consequential: the gradual decoupling of American strategic interests from Israel’s broader regional agenda.
The clearest evidence of this shift is not coming from Tehran or Islamabad. It is coming from within the United States itself. The political shockwave generated by Tucker Carlson’s public break with the Republican Party illustrates a growing debate within conservative America.
Carlson, one of the most influential voices on the American right, declared that he could no longer support a political movement that, in his view, places the interests of a foreign country ahead of those of the United States. Whether one agrees with his conclusion or not, the significance lies in the fact that such criticism is no longer confined to the political fringes. Questions that were once whispered are now being discussed openly among conservatives, libertarians, progressives, and independent voters alike.
The debate intensified following the U.S.-Iran diplomatic initiative that emerged after the war. The architecture of this process is noteworthy. Rather than attempting to solve every dispute at once, the framework creates a pathway for addressing complex issues over time. The objective is not to produce instant solutions but to establish a structure capable of managing disagreements before they escalate into war.
Pakistan’s role in this process has been particularly significant. Iranian President Masoud Pezeshkian’s visit to Islamabad on 23rd June underscored the importance Tehran attaches to Pakistan’s mediation efforts. Prime Minister Shehbaz Sharif reaffirmed Pakistan’s commitment to facilitating dialogue and helping both sides move toward a durable peace. The symbolism was powerful: a regional Muslim power acting as a bridge between Washington and Tehran at a moment when military confrontation seemed inevitable only months earlier.
Yet the most important development may be the evolution of American objectives themselves. For years, Israeli strategic thinking has viewed Iran’s nuclear program, ballistic missile capability, drone industry, cyber warfare assets, Revolutionary Guard networks, and relationships with Hezbollah, Hamas, and the Houthis as components of a single threat architecture. From this perspective, lasting security requires not merely preventing nuclear weaponization but substantially weakening Iran’s broader ability to project power throughout the region.
The emerging American position appears different. President Donald Trump has drawn a clear distinction between Iran’s nuclear ambitions and its conventional military capabilities. In remarks that surprised many observers, Trump argued that if neighboring states possess missiles, drones, cyber capabilities, and conventional deterrent forces, it would be difficult to justify denying Iran every means of self-defense.
Interestingly, the MOU is formally bilateral between Washington and Tehran, mediated by Pakistan and Qatar. But its effects reach Israel, Hezbollah, Hamas, the Houthis, Gaza, Lebanon, the Strait of Hormuz, and the GCC. None of these actors fully sits at the table. The assumption is simple: America will manage Israel and its Arab allies; Iran will manage Hezbollah, Hamas, and the Houthis. If that assumption holds, the deal can reshape the region. If it fails, the Middle East may again slide into fire.
Israel is the elephant in the room. Netanyahu has already signaled that Israel reserves “full freedom of action” in Lebanon, even while Washington tries to stabilize the ceasefire. That statement exposes the central problem: America may want de-escalation, but Israel still wants operational freedom. If Israel refuses to follow Washington’s larger strategy, then the U.S. will have to decide whether it is a superpower or merely Israel’s security subcontractor.
These goals of the USA and Israel are not identical but divergent. This divergence became more visible when Israeli Prime Minister Benjamin Netanyahu reaffirmed Israel’s determination to maintain operational freedom in Lebanon, even as diplomatic efforts sought to stabilize ceasefire arrangements. While Washington is investing political capital in de-escalation and negotiation, Israel continues to conduct military operations against threats it considers immediate and existential.
The growing gap between these approaches represents the core of the emerging decoupling. The debate surrounding Senator Lindsey Graham, a close associate of Donald Trump and staunch supporter of Israel. Graham openly warned that if the talks failed, which he hoped will, President Trump would seize control of the Strait of Hormuz by force, place the strategic waterway under American control, and charge transit fees on commercial shipping to recover the costs of military operations. He further declared that if Iran resisted such a move, the United States would “obliterate” Iran.
More significantly, Graham linked the success or failure of the negotiations to a broader regional realignment involving the expansion of the Abraham Accords and the normalization of relations between Israel and key Arab states. His comments reflected the traditional strategic school that has dominated Middle East policy debates for decades: maintain maximum pressure, preserve overwhelming military leverage, and keep the option of force constantly on the table.
The implications of Israel’s manipulative ability extend beyond the USA. Across Western democracies and especially in the UK parliament, public debate is intensifying over the role of Israeli influence, its lobbying networks, campaign financing, and the relationship between national interests and alliance commitments. Discussions that once centered exclusively on security concerns now increasingly include questions about accountability, transparency, and whether governments are acting primarily in the interests of their own citizens.
Nevertheless, the direction of travel appears increasingly clear. America is beginning to define its Middle East strategy through the lens of American interests rather than through automatic alignment with the preferences of Israel.
The real story of the current negotiations is therefore larger than Iran, larger than Israel, and larger than any single agreement. It is the story of a superpower rediscovering the distinction between partnership and dependency, between alliance and alignment, between supporting an ally and adopting all of that ally’s objectives as its own.
If that trend continues, historians may one day view post-Iran-war diplomacy not merely as a ceasefire initiative, but as the moment when Washington began charting a more independent course in the Middle East. And that may prove to be the most significant geopolitical shift of all.

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Iran-USA Peace Deal Under Siege

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Paris (Imran Y. CHOUDHRY) :- Former Press Secretary to the President, Former Press Minister to the Embassy of Pakistan to France, Former MD, SRBC Mr. Qamar Bashir analysis : The snow-capped mountains surrounding Switzerland’s Bürgenstock Resort provide a picture of serenity. Inside its conference halls, however, some of the most consequential negotiations of the 21st century are unfolding amid extraordinary tension, diplomatic maneuvering, political resistance, and strategic uncertainty. What began as a breakthrough framework between the United States and Iran has now evolved into a global contest between advocates of diplomacy and champions of perpetual confrontation. The fate of the emerging peace process may well determine not only the future of U.S.–Iran relations but also the economic stability of the world and the security architecture of the Middle East.
The technical negotiations now underway in Switzerland are intended to transform the recently signed Islamabad Memorandum of Understanding into a permanent settlement.
The framework, reached after months of indirect and direct diplomacy and supported by Pakistan and Qatar, established a 60-day roadmap for resolving some of the most dangerous disputes in the region, including nuclear issues, sanctions, frozen assets, regional security, and freedom of navigation through the Strait of Hormuz.
Reports from Switzerland indicate that Vice President JD Vance is leading the American delegation, while Foreign Minister Abbas Araghchi and Parliamentary Speaker Mohammad Bagher Ghalibaf represent Iran. Pakistani Prime Minister Shehbaz Sharif and Qatari officials continue to play an active mediating role.
Yet even before negotiators could settle into substantive discussions, the process encountered turbulence. President Donald Trump, seeking to reassure domestic critics and maintain pressure on Tehran, warned publicly that military action could resume if Iran violated its commitments or threatened regional stability.
Iran reacted sharply, by expressing its displeasure through diplomatic distance and symbolic gestures, reflecting the deep mistrust that continues to define relations between the two countries. Negotiations nevertheless continued, highlighting both the fragility and importance of the diplomatic track.
The strongest resistance to the agreement has emerged from hawkish political circles in Washington. Several influential Republican figures have criticized the framework, arguing that it grants Iran economic relief without permanently eliminating what they regard as the core security threats posed by Tehran.
Senator Bill Cassidy described the arrangement as a major strategic mistake. Senator Roger Wicker expressed concern that hard-won leverage was being surrendered too quickly. Senator Lindsey Graham questioned both the substance of the agreement and the broader diplomatic strategy surrounding it. Collectively, these critics argue that sanctions relief, asset unfreezing, and economic normalization provide benefits to Iran before sufficient security guarantees have been secured.
Supporters of the framework offer a different perspective. They argue that diplomacy succeeds not through the humiliation of one side but through the creation of incentives that encourage compliance and reduce incentives for conflict. They contend that years of sanctions, pressure campaigns, military operations, and threats have failed to produce a durable solution. If military force could permanently solve the dispute, they argue, the issue would have been resolved long ago.
The most dramatic opposition, however, has emerged from Israel. Prime Minister Benjamin Netanyahu has repeatedly emphasized that Israel’s strategic objectives differ from those of Washington. Israeli officials continue to insist that any lasting arrangement must permanently eliminate Iran’s enrichment capabilities, constrain its missile programs, and weaken its regional network of allied groups. Netanyahu has publicly stated that Israel will continue pursuing its security objectives and will not permit Iran to acquire nuclear weapons.
Israeli leaders have also signaled that they intend to maintain military pressure against Hezbollah in Lebanon regardless of broader diplomatic developments.
This disagreement reveals a profound strategic divergence between Washington and Jerusalem. The Trump administration increasingly appears focused on preventing a wider regional war, stabilizing energy markets, reopening maritime trade routes, and reducing the economic burdens associated with prolonged military engagement. Israel, by contrast, remains focused on achieving what it views as decisive security outcomes against Iran and its regional allies. The resulting tension has produced one of the most visible policy disagreements between the two allies in recent years.
The Lebanon issue has become the most immediate manifestation of this divide. Reports from the negotiations suggest that Tehran has made developments in Lebanon a central issue during the Swiss discussions.
Iran argues that regional stability cannot be achieved while military operations continue on multiple fronts. Israel, meanwhile, insists that its campaign against Hezbollah remains essential to its national security. The dispute threatens to complicate implementation of the broader framework and demonstrates how interconnected Middle Eastern conflicts have become.
At the center of this diplomatic storm stand Pakistan and Qatar. Their role has evolved from facilitator to guardian of the process itself. Throughout months of negotiations, repeated setbacks, periods of military escalation, and diplomatic breakdowns, both countries continued to maintain channels of communication between adversaries who often appeared incapable of speaking directly to one another.
Pakistan, in particular, has emerged as an increasingly significant diplomatic actor. Prime Minister Shehbaz Sharif’s direct involvement and the participation of Pakistan’s senior leadership underscore Islamabad’s determination to secure a peaceful outcome. The mediators now face the difficult challenge of preserving momentum while managing crises generated by regional developments and domestic political pressures.
The stakes extend far beyond diplomacy. For the United States, the consequences involve energy prices, inflationary pressures, military expenditures, and broader strategic priorities.
For Iran, the negotiations offer a potential pathway toward economic recovery, reconstruction, reintegration into global markets, and relief from years of economic isolation.
For Europe, Asia, and energy-importing nations around the world, the stability of the Strait of Hormuz remains a matter of immense importance. Any renewed disruption would reverberate through global supply chains, financial markets, and national economies.
The negotiations therefore represent far more than a bilateral dispute. They are a test of whether diplomacy can prevail over entrenched hostility, whether compromise can overcome ideological rigidity, and whether regional powers can choose stability over confrontation.
History often remembers the battles that start wars. It pays far less attention to the exhausting negotiations required to end them. Today, in Switzerland, diplomats, mediators, and political leaders are engaged in precisely that difficult task. Their challenge is not merely to sign documents but to create enough confidence, accountability, and mutual interest to sustain peace beyond signatures and ceremonies.
The road ahead remains uncertain. Hawks in Washington continue to criticize the agreement. Israel remains skeptical and defiant. Iran remains cautious and distrustful.
Yet despite these obstacles, the talks continue. That fact alone offers a measure of hope. If the negotiators can withstand political pressure, regional spoilers, and domestic opposition, they may achieve something far more significant than a temporary truce: the foundation of a new strategic equilibrium in the Middle East.
The alternative—a return to escalation, confrontation, and economic disruption—is a prospect neither the region nor the world can afford.

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