Analysis
Looming
Iran peace deal shows how Trump’s maximalist goals have shrunk
Robert
Tait
Sobering
reality for president after three-month odyssey that threatens to take him back
to where he started
Sat 30
May 2026 11.00 BST
https://www.theguardian.com/us-news/2026/may/30/iran-trump-peace-deal-analysis
After the
hubristic beginnings came the reality.
The road
travelled since the most momentous foreign policy decision of his presidency
seems to have delivered Donald Trump to a sobering destination: that Iran has
been the nemesis of several US presidents before him for a reason and is an
adversary not to be taken lightly.
It is an
oft-stated principle of warfare that hopes and plans optimistically hatched and
trumpeted at its outbreak do not survive first contact with the enemy.
Yet even
by that cautionary standard, Trump’s wildly diverging goals and narratives
since embarking on war with Iran on 28 February amount to a bewildering odyssey
that – in the end – threatens to take him back to where he started.
After
weeks of stop-start negotiations, the US and Iran now reportedly stand on the
verge of a deal to end the fighting, the most immediate and tangible
consequence of which will be the reopening of the strait of Hormuz.
Iran’s
closure of the strategically vital waterway – conduit of 20% of the world’s
crude oil supplies before the war started – has had a baleful effect on the US
and economy, sending gasoline prices soaring and leading to a shortage of
fertilizer that threatens food supplies and prices.
The
priority given by Trump to reopening it graphically illustrates the extra
deterrent leverage gained by Tehran as a result of the conflict – a point
further emphasized by the Trump administration’s decision to address the
problem through negotiations rather than military force.
To put
matters in perspective, shipping passed through the strait unimpeded before the
war began.
The
reported memorandum of understanding reached with the help of Pakistani and
Qatari mediators would extend the current ceasefire for 60 days, during which
negotiations would take place on the two-decades-old dispute over Iran’s
nuclear program.
The
specter of fudged compromise is in itself an illustration of how Trump’s
maximalist goals have shrunk – and in the eyes of some commentators, been
defeated.
In a
recent Atlantic article, Robert Kagan, a foreign policy fellow at the Brookings
Institution, wrote that “Trump’s endgame is surrender”, adding that the
president “no doubt hopes that he can slip away without Americans noticing the
magnitude of this defeat”.
“The
financial markets may stabilize if it is clear that oil will eventually start
flowing again through a reopened strait, even if under the new Iran-controlled
system,” Kagan wrote. “A major strategic setback for the United States need not
affect Wall Street.”
Yet many
of Trump’s hawkish Republican supporters have recognized the scale of the
incipient retreat from previous objectives and warned of the dangers of a deal
on Iran’s uranium enrichment capability that may end up resembling that signed
in 2015 by Barack Obama – the joint comprehensive plan of action (JCPOA) that
Trump later scrapped during his first presidency.
In the
past week, anti-Iranian Republican senators such as Lindsey Graham, Ted Cruz
and Roger Wicker, chair of the Senate armed services committee, as well as Mike
Pompeo, CIA director and secretary of state during Trump’s first
administration, have all warned against an agreement which Trump last weekend
said was “95% negotiated”.
Trump is
to a large degree the author of his own pain, thanks to an extravagant basket
of goals and claims voiced at the war’s outset – some of which he continues to
make.
“Our
objective is to defend the American people by eliminating imminent threats from
the Iranian regime,” he announced in opening statement after authorizing the
first US strikes on Iranian targets.
In the
same address, he called on members of the Islamic Revolutionary Guard Corps,
the armed forces and the police to “lay down your weapons” and spelled out
regime change as a goal by urging the Iranian population to “take over your own
government … this is the moment for action”.
He
subsequently declared that only “unconditional surrender” would be acceptable,
while several times declaring the war to be virtually won, insisting that
Iran’s airforce, navy and overall military capacity had been effectively
destroyed.
“Trump
launched this war with these maximalist aims, very publicly stated, regime
change, wanting an uprising, saying he got regime change, saying he wants to
destroy their nuclear program, destroy their missile capability, their regional
allies, or so-called proxies,” said Sina Toossi, an analyst with the Center for
International Policy.
“Then we
see that he ultimately acceded to a ceasefire. We know from all the reporting
coming out since that Iran’s military capabilities were not reduced as much as
the White House presented – something like potentially 70% of their ballistic
missiles, 70-80% of the drones are intact.”
Contrary
to Trump’s initial expectations – and despite the targeted assassinations at
the hands of Israeli strikes of a large cadre of its leaders, including the
supreme leader, Ayatollah Ali Khamenei – the Islamic regime remains intact.
And while
the US president publicly proclaims successor leadership figures to be “more
reasonable” than before, the regime appears to be more unyielding than ever.
Mojtaba Khamenei, who succeeded his father as supreme leader but has yet to
appear in public, was last week quoted as predicting that Israel would cease to
exist by 2040.
With
regime change apparently dismissed as an unattainable fantasy, Trump has
shifted his primary goal to preventing Iran obtaining a nuclear weapon.
Yet that
objective had supposedly been previously realized with last June’s bombing of
three nuclear facilities at Fordow, Natanz and Isfahan, which Trump insisted at
the time had “obliterated” its uranium stockpile.
In fact,
Iran is still believed to possess about 970lb of highly enriched uranium –
potentially enough to build 10 bombs – which is said to be dispersed at a
number of underground locations.
Unflatteringly
for Trump, critics point out that Iran was only able to accumulate the
stockpile as a result of his 2018 abandonment of the JCPOA, the terms of which
limited its enrichment activities and which international inspectors judged
Tehran had been complying with.
The
limited military success of his war of choice may now force Trump to address it
by resorting to the pragmatic type of compromise that he and his rightwing
allies once lambasted Obama for.
Robert
Litwak, an international relations professor at George Washington University,
said Trump was being forced to confront a “persistent tension” in US
post-cold-war policy between “transformational” approaches meant to topple
so-called rogue states, or “transactional” agreements intended to change their
behavior.
“He’s in
a box because a transformational outcome is not possible,” said Litwak.
“Trump is
by circumstance being forced to embark on or implement a transactional deal
that would be essentially a variant of the JCPOA, and indeed, he may not even
get similar terms to the JCPOA because the Iranians have been adept at playing
their hand.”
He added:
“ I think the thing for Trump is how he will get popular support, or whatever
support is necessary, for essentially a transactional deal that’s a variant of
the JCPOA and may not even be as rigorous.
“[The
JCPOA’s] very character made it the source of criticism by hardliners in the
United States, who argued that … If you’re not going to change the character of
the regime, then a transactional deal is inadequate.”
Perhaps
to disguise the depth of his predicament, Trump has lately taken to setting
some improbable conditions, including demanding that Iran and US allies such as
Saudi Arabia, Egypt, Jordan and Turkey sign the Abraham accords, an agreement
negotiated during his first presidency under which several Arab states formally
recognized Israel.
For
Iran’s vehemently anti-Zionist regime, the idea is a non-starter, while Saudi
Arabia’s leaders have conditioned any recognition on a peace deal between
Israel and the Palestinians, currently a distant prospect. For Egypt, which
recognized Israel in the historic 1979 Camp David peace accords, the notion
seems redundant.
Trump
also last week threatened to “blow up” Oman – a US ally – if it reached any
deal with Iran that imposed charges for passage through the strait of Hormuz.
He accused Iran of trying to “outwait” him by stringing negotiations to
November’s congressional midterms.
In fact,
argued Vali Nasr, an international relations professor at Johns Hopkins
University, Iranian reluctance stems from a suspicion that Trump may intend to
use any peace deal as a preparation for future hostilities.
“He‘s
trying to come up with reasons why the Iranians don’t sign on [but] the reason
they don’t is because they don’t trust him,” Nasr said. “It has nothing to do
with ideology or fractured leadership or the midterms. It’s because of his
record. One thing is agreed with the Pakistanis and then he comes out on Truth
Social and walks it all back again.
“They say
it in public in Iran – that all he wants is to get Iran to relax and for the
leadership to come out of the ground for them to be assassinated again.
“So their
strategy is kind of a trust and verify. Yes, we’re willing to sign this
agreement, provided you show you can do a ceasefire in Lebanon and release our
assets. And then we’ll watch you remove your troops from the scene of battle,
we will watch you gradually lift the blockade, and in tandem with that, we open
the strait, and then step by step, if this works, then we’ll sit down and
negotiate about the nuclear issue.
“But the
problem with Trump is that he floats these shiny objects, such as the Abraham
accords, to continuously divert attention. All the focus shifts to that, but
the reality is, as the man who was known for the art of the deal, can he close
the deal?”


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