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Trump Demanded Iran’s ‘Unconditional Surrender.’ He Got a Surprise Instead.
News
Analysis
Trump
Demanded Iran’s ‘Unconditional Surrender.’ He Got a Surprise Instead.
While the
Iranians suffered substantial losses in the war, they emerged from a
confrontation with the world’s most powerful military having proved they can
use economic chaos as a weapon.
David E.
Sanger
By David
E. Sanger
David E.
Sanger has covered five American presidents, and reported on the Iranian
nuclear program for more than 20 years.
https://www.nytimes.com/2026/06/17/us/politics/trump-iran-deal-nuclear-program-strait.html
June 17,
2026
It was
less than 15 weeks ago when President Trump, at the height of his bravado about
how the war with Iran would end, declared “there will be no deal with Iran
except UNCONDITIONAL SURRENDER.”
When the
text of the deal intended to wind down the conflict was finally released on
Wednesday, read aloud paragraph by paragraph by a senior administration
official who stopped to defend each section, it read nothing like a surrender
document. Instead, the Iranians emerged from a confrontation with the world’s
most powerful military having not only survived, but with much to celebrate.
It starts
with the resumption of Tehran’s ability to reap billions of dollars in oil
sales, lifting pressure on the struggling regime even as negotiators prepare to
begin haggling over a far more lengthy and critical document: the one Mr. Trump
insisted in an interview on Sunday will arrest Iran’s nuclear program for the
next 15 or 20 years.
For a
president who prizes leverage above all else, that decision is just another
mystery of the war. But the wording of the “Memorandum of Understanding” also
suggests that, over time, Iran may negotiate some permanent way to exercise
sovereignty over the Strait of Hormuz. That seems in contradiction to Secretary
of State Marco Rubio’s declarations just a few weeks ago that anything other
than the kind of free passage through the strait that the world knew before the
war was “not acceptable” and “cannot happen.”
And the
memorandum, signed on Wednesday evening by Iran’s president and Mr. Trump,
describes a pathway in which Iran could begin receiving billions of dollars in
assets that have been frozen for years. Mr. Trump insists the money will only
be released in return for “good behavior.” But it is essentially the same
concession that Barack Obama made 11 years ago, and that Mr. Trump has savaged
ever since.
As Mr.
Trump reminds reporters — often angrily — the United States did have many
accomplishments on the battlefield: It sank Iran’s less-than-impressive navy,
wiped out its small air force, destroyed much of Iran’s defense industrial base
and demolished some of its missile emplacements and mobile launchers. But that
was not Mr. Trump’s goal. As he said at the opening of the campaign, he sought
the total destruction of the nuclear and missile programs, the fall of the
regime and, as he suggested later on, American control of the country’s oil
industry.
In the
next few days, the details of this agreement will be picked apart. Hard-liners
in Mr. Trump’s party have already been expressing objections. So have the
Israelis, frozen out of the negotiations and fearful they are being forced by
Mr. Trump into a cease-fire with Hezbollah that will interfere with their
ability to rip apart the terror group. Historians will grapple for years about
the lessons of a conflict in which the United States spent tens of billions of
dollars, with 13 Americans and more than 3,000 Iranians reported to have been
killed.
But it
was Mr. Trump himself who offered what may be the most cleareyed answer about
why he needed to end this war so fast. He didn’t want comparisons to Herbert
Hoover, he told reporters at the Hotel Royal in Évian-les-Bains, on the shores
of Lake Geneva, on Wednesday.
“He was
always the one I didn’t want to be,” Mr. Trump said of the 31st president, who
presided over the market crash that ushered in the Great Depression. “I didn’t
want to see economic catastrophe.” Later he noted that if the war continued,
the world would have begun to run out of oil stockpiles.
That
combination — economic chaos and disrupted oil markets — is exactly what the
Iranians viewed from the opening days of the war as their most potent weapon.
They executed on that vision with precision, closing the strait and blowing up
petrochemical facilities, desalination plants, hotels and air bases across the
Gulf. And by the president’s own testimony, it worked.
If that
was Phase 1 of Iran’s strategy, history suggests Phase 2 may be one of delay
and more delay. In past negotiations, the Iranians refined the art of arguing
over every paragraph, throwing in new obstacles to inspections or
reinterpreting the meaning of “nuclear research” to embrace continued uranium
enrichment. Few were more skilled at this process, former American negotiators
say, than Abbas Araghchi, the Iranian foreign minister, and a veteran of past
talks.
And Mr.
Trump, eager to move on, seems to be paving the way for a long, slow process.
On Tuesday, he said he wasn’t especially concerned with getting Iran’s nuclear
fuel — now buried under the rubble of last year’s American air attacks — out of
the country. On Wednesday, he acknowledged the talks would probably go beyond
60 days.
It is too
early to say whether Mr. Trump will ultimately be able to claim more
accomplishments. If, in the next stage of negotiations, he manages to get the
Iranians to ship their stockpiles of nuclear fuel out of the country (as
President Obama did in 2015) and cease all enrichment activity for nearly two
decades (which Mr. Obama failed to accomplish), then he may be able claim some
long-term victory.
If the
war turns out to have destabilized the Iranian leadership and triggered
protests and an uprising, as Mr. Trump called for at the beginning of the
conflict, he could well claim credit.
But for
now it looks like the opposite is taking place. If anything, Mr. Trump has
propped up the new leadership, ostensibly run by the new supreme leader, the
injured and out-of-sight Mojtaba Khamenei, the son of Ayatollah Ali Khamenei,
who was killed in the opening strike of the war.
The
Islamic Revolutionary Guards Corps, which has overseen the nuclear program for
years, seems firmly in control, though a senior administration official argued
to reporters several days ago that by bringing about a peace, Mr. Trump is now
forcing the elite military unit to face the travails of governing.
Senior
members of the Obama administration, having absorbed years of critiques from
Mr. Trump about the shortcomings and loopholes in the agreement struck in 2015,
saw their moment to exact a measure of retribution.
“The only
‘achievement’ of the ceasefire is the likely re-opening the Strait of Hormuz —
which was open before the war started,” former Secretary of State Antony J.
Blinken wrote online on Wednesday. “And we will apparently pay Iran to do so,
in the form of waivers for the export of Iranian crude oil. Iran has now
demonstrated the capacity to stop or slow the passage of oil, natural gas,
fertilizer and other critical products upon which so much of the world depend.”
Mr.
Blinken, an architect of the 2015 accord, concluded: “Going forward, it will
almost certainly find ways to collect ‘fees’ for safe passage that will help
entrench the regime.”
While
some Republicans expressed cautious optimism that Mr. Trump’s
peace-through-negotiation strategy may yet work, a good number of Iran
hard-liners and America First adherents could not bring themselves to repeat
the talking points in support of the accord that were being emailed by members
of the administration. Among the most outspoken were those protected by
impending retirement.
“Reagan
is rolling over in his grave,” Senator Bill Cassidy, a Louisiana Republican who
lost a primary last month after Mr. Trump targeted him for defeat, wrote on
social media. He said that Iran’s nuclear ambitions “were not curbed” and that
the war had taught the Iranians that they had more leverage over the Strait of
Hormuz and the world economy than they knew. Mr. Cassidy termed the war “the
worst foreign policy blunder in decades.”
But the
bigger risk may be this one: When Iran’s leaders begin to clear the rubble left
by 40 days of bombing, and think about how to spend the billions in oil revenue
that will soon resume, they may well question whether they had the right
nuclear strategy.
For more
than two decades Iran walked right up to the edge of building a nuclear bomb,
but never stepped over the line, figuring that a “threshold” capability was all
it needed to deter the United States and Israel from attacking. That enabled it
to stay in the nonproliferation treaty, and insist that it had only peaceful
intentions, with the security of knowing that in months it could produce a
weapon. The result was that it was bombed in June 2025 and attacked again in
February 2026.
North
Korea, in contrast, raced for the bomb, setting off its first successful
nuclear test in 2006, and now has an arsenal of 60 or more weapons, according
to U.S. intelligence agencies. It has escaped no nuclear strategist that these
days, Mr. Trump isn’t issuing threats to North Korea.
On
Sunday, when Mr. Trump called The Times, this reporter asked him whether Iran
might now follow the North Korean model. “He’s got serious nuclear weapons,”
Mr. Trump said of Kim Jong-un, whom he threatened with annihilation during the
first Trump term, then met three times in a fruitless effort to convince him to
disarm. “But that should not have been allowed,” he said, asking whether North
Korea got the bomb under President Clinton or President Obama. (It made its
first test under President George W. Bush.)
But Mr.
Trump evaded the question of whether his decision to attack Iran could
ultimately drive it to follow North Korea’s model. And he insisted his deal
would stop Iran, saying Prime Minister Benjamin Netanyahu should thank him for
keeping Israel from nuclear annihilation.
“Whatever
it takes,” he said. “Forty-seven years,” he said, referring to the 1979 Iranian
revolution, “nobody was able to do it. And we did it. We did it the right way.”
History
may prove him right, but it is far too premature to make that claim. Maybe even
he knows that, based on his statements on Wednesday morning. If the accord
didn’t stick, he had a plan, he insisted. He would “go back to bombing.”
David E.
Sanger covers the Trump administration and a range of national security issues.
He has been a Times journalist for more than four decades and has written four
books on foreign policy and national security challenges.
Iran Gets Major Economic Lifeline for Minimal Concessions in Initial Deal
Iran Gets
Major Economic Lifeline for Minimal Concessions in Initial Deal
The
agreement delays the most difficult steps for Iran for later talks, while
granting it crucial benefits.
Yeganeh
Torbati
By
Yeganeh Torbati
June 18,
2026
Updated
6:14 a.m. ET
https://www.nytimes.com/2026/06/18/world/middleeast/iran-deal-oil-strait-of-hormuz-nuclear.html
An
initial agreement by the United States and Iran to halt their war grants Iran
major economic benefits while delaying, for now, the thorniest areas of
disagreement between the two countries and the toughest concessions Iran would
have to eventually make on its nuclear program.
The
agreement lifts the U.S.-imposed naval blockade of Iranian ports and, most
crucially, grants Iran waivers to begin exporting its oil even before the
negotiation of a final agreement on its nuclear program. That will give Iran a
critical economic lifeline. In recent years, its economy has been in a
tailspin, with a collapsing currency and sky-high inflation.
The one
major step to be taken by Iran is reopening the Strait of Hormuz to free
passage for the next 60 days, though the agreement seems to leave open the
possibility of charging fees after that period.
“On
balance, the memorandum appears to favor Iran,” said Nicole Grajewski, who
teaches at the Center for International Studies at Sciences Po in France and
studies Iran’s foreign policy. “Tehran secures movement toward sanctions
relief, a pathway for the restoration of oil exports, access to economic
benefits and a reduction in military pressure while making relatively limited
new nuclear commitments.”
But many
of the most difficult concessions that the United States sought have been
postponed, she said, though it is possible a future agreement could rebalance
each side’s concessions and gains.
“But
judged solely on the memorandum itself, the immediate and concrete benefits
accrue disproportionately to Iran,” Ms. Grajewski said.
The
agreement stipulates that the United States must begin lifting its naval
blockade of Iran immediately and that Iran must allow commercial traffic
through the Strait of Hormuz, but it was unclear whether those steps had
occurred. Nevertheless, the news that the two countries had agreed to the deal
sent oil prices downward, with the average U.S. gasoline price hitting less
than $4 per gallon on Thursday for the first time in months.
Iran
hawks are alarmed by the oil sales clause in particular, in part because it
also commits the United States to temporarily lifting banking restrictions to
help facilitate Iran’s oil trade.
“Broadening
authorization to financial transactions would crack the core architecture of
U.S. oil and financial sanctions against Iran, arguably the most powerful
economic leverage the U.S. holds over this regime, absent the naval blockade,”
Miad Maleki, a former U.S. Treasury official and a senior fellow at the
Foundation for Defense of Democracies, wrote on social media.
Those who
favor diplomacy with Iran over open conflict or sanctions praised the
memorandum, saying it offered the chance for a new page in U.S.-Iran relations.
“The
measures in this agreement should not be read as concessions, but rather
corrections to a decades-old policy of coercion that was an abject failure and
made war inevitable,” Jamal Abdi, the president of the National Iranian
American Council, an advocacy group, said in a statement.
Some
analysts were puzzled over why a similar agreement could not have been made
before a monthslong war that has killed Iranian civilians, destroyed parts of
the country’s infrastructure and enabled Iran to exert leverage over the global
economy.
“It’s
difficult to escape the conclusion that these negotiations could have taken
place without a three-month war,” said Holly Dagres, a senior fellow at the
Washington Institute. “Much of what is outlined in the agreement — including
the Strait of Hormuz, which has historically remained open — could have been
addressed through diplomacy.”
And she
pointed out that the agreement left the most difficult issues, including the
precise limits to be imposed on Iran’s nuclear program, for later talks.
“I’m
skeptical that the next 60 days of talks will produce concrete results,” she
said. “This is merely kicking the can down the road.”
Yeganeh
Torbati is the Iran correspondent for The Times.



