On the JCPOA, guarantees, and political realities: A thread 🧵👇
Let's start with one thing Tehran and many pro-JCPOA voices agree on - the Trump administration's unilateral withdrawal raises real & reasonable concerns regarding Washington's long-term commitment to an agreement.
2/ These concerns are made all the more credible when anti-JCPOA voices in DC are loudly and repeatedly threatening that in the event power changes hands under the next admin, they will work to renege on U.S. commitments just as Trump did.
3/ Result is presenting an immediate obstacle to talks, as Iran again insisting against possible Trumpian redux as a condition for rejoining deal now, & a medium-term obstacle to delivering sanx relief under a revived deal because of continued uncertainty. reuters.com/business/energ…
4/ The latter is not an insignificant consideration. When @CrisisGroup surveyed business execs during the deal's full implementation, even the specter of U.S. sanctions returning was a key concern for engaging anew. crisisgroup.org/middle-east-no…
5/ Over the course of previous 6 rounds of talks, Iranian negotiators were quite aware of what a U.S. admin could and could not guarantee. Going back to litigating what can/should/must be hashed out for future admin doesn't change these three core facts:
6/ (i) The Biden admin isn't spending time and effort to negotiate the JCPOA's revival just to leave it again so long as Iran remains in compliance.
7/ (ii) Saying that a treaty is a more stable arrangement is fine in principle but in practice: a) the Venn diagram between a deal that gets 67 votes and what Tehran could conceivably agree to does not overlap b) Still doesn't preclude an executive withdrawal.
8/ (iii) JCPOA critics in Washington apparently have no qualms about returning to a policy that resulted in Iran expanding its nuclear program. That they still argue for leaving the deal a second time defies logic after the experience of the past 3+ years, but there you go.
9/ Implications: If Tehran serious re reviving deal, have to be clear & honest on what is and isn't possible. If bottom line is open-ended guarantee, it's simply not on the cards. But do they want to tell Iranians they turned down sanctions relief because it wasn't perpetual?
10/ The only way Iran can get what it needs is to restore the JCPOA, and continue negotiations on a follow-on agreement with an strict exit clause, some relief from primary sanctions, and predetermined financial cost for any unwarranted western violations.
11/ A key point in 30 Oct E3/U.S. statement also needs to underscored by Washington & European allies: If deal is revived, economic benefits the deal envisions should be realized. And that requires good faith efforts from DC and elsewhere to facilitate legitimate trade.
12/ Finally, let's remember that the brilliant proposals of DC's Iran hawks are what got us here in the first place. Having spent half a decade promising a better deal, and only ended up delivered a bigger nuclear program. Repeating the line that "max pressure was working"...
13/13 Doesn't make it true. By every metric, Iran's nuclear program is more advanced & less transparent than it was pre-2018. If the "Bomb Mafia's" best case now is to chase unicorns a second time, it should be challenged based on a track record of clear and indisputable failure.
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آنچه که امروز حیات برجام را بیش از پیش به خطر انداخته توقف مذاکرات وین است. به عنوان کسی که پرونده هستهای ایران را بیش از یک دهه دنبال کرده و از زمان آقای احمدی نژاد-جلیلی در چندین دور از مذاکرات حضور داشته، در این رشته توییت به تحلیل وضعیت کنونی پرداختم. 👇🧵
دلیل اصلی تعلیق مذاکرات این است که: به زعم تهران ایالات متحده نمیخواهد/نمیتواند به تعهدات خود در زمینه رفع تحریمها عمل کند؛ ادامه تنش باعث عقبنشینی طرف مقابل خواهد شد؛ کشور اوج فشار اقتصادی را پشت سر گذاشته و میتواند بدون رفع تحریمها هم به حیات خود ادامه دهد. ۲/
در مقابل، آمریکا نمیخواهد به صورت یکجانبه امتیازی بدهد تا تهران را برای بازگشت به میز مذاکره قانع کند؛ اتحادش با کشورهای اروپایی دوباره برقرار شده؛ در آژانس و سازمان ملل نفوذ قابل توجهی دارد؛ همچنان ابزار تحریم در دستانش است. ۳/
I've followed the nuclear negotiations across 3 US & 3 Iranian administrations, been on the ground at multiple negotiation rounds, and written more reports pre- and post-JCPOA than I care to tally.
Based on that, some modest thoughts on where we stand. [Thread]
The deal's demise was predicted or pronounced from the day it was reached: It wouldn't survive because Iranians would cheat. It couldn't survive because Trump's withdrawal would doom it. And now, it won't survive - or is already dead - because negotiations have stalled. 2/
Why? Tehran believes the U.S. won't/can't deliver on the sanctions relief the deal envisions. That continued escalation could leverage greater concessions. And that having survived the worst of max pressure, their economy can muddle through even without those benefits. 3/
هرچقدر پیروزی ابراهیم رئیسی در انتخابات کمرونق ۱۴۰۰ بیچالش بود، دوران ریاست جمهوری وی احتمالاً پر فراز و نشیب خواهد بود. گروه بحران در گزارش «معمای رئیسی» نگاهی انداخته به روند انتخابات و مشکلات عدیده پیش روی رئیسی در داخل و خارج. #رشتو crisisgroup.org/fa/middle-east…
۲/ پیروزی رئیسی حاصل انتخاباتی غیرآزاد و به شکل بیسابقهای غیررقابتی، نرخ مشارکت کمتر از ۵۰٪ و آرا باطله ۳.۷ میلیونی بود. برای نظام نه مشروعیت ناشی از مشارکت بالا، بلکه نتیجه انتخابات اولویت داشت تا حضور اصولگرایان در تمام مراکز اصلی انتصابی و انتخابی قدرت مقدر شود.
۳/ اشتغال، تورم، همهگیری کرونا، تظاهراتهای مردمی و صنفی صرفاً بخشی از مسائلی است که دولت رئیسی با آن روبروست. هنوز معلوم نیست که آیا حاکمیت یک دست، با پایگاه اجتماعی ۳۰ درصدی، قادر به رفع مشکلات کشور خواهد بود یا خیر.
Raisi took office as Iran's 8th president.
Marked by a reputation for repression, bereft of experience in governance, facing growing internal & external challenges, there will no honeymoon for the deep state's groomed choice.
Our new report explains 🧵: crisisgroup.org/middle-east-no…
2| With Raisi's installation, hardliners control all IRI's elected & unelected institutions. His path was paved by an election that was unfree, unfair and - even by Iranian standards - uncompetitive.
How uncompetitive? If spoiled ballots were a candidate, they'd have come 2nd.
3| Why was the system willing to sacrifice elections, which it claims as pillar of its popular legitimacy, for a non-race? Because it's wagered that closing ranks at time of uncertainty is a price worth paying - especially if it shores up 30% of Iranians backing conservatives.
Senior Israeli official tells @Reuters: "1 of the problems w/ the [JCPOA] is that it left Iran w/ a nuclear infrastructure in place which allows it - at a point of its choosing - to move ahead relatively rapidly... JCPOA puts infrastructure in the freezer or in mothballs".
2| Here's the thing: at no recent point has total denial of infrastructure been serious possibility, neither thru negotiations nor sabotage. JCPOA worked - and senior Israeli mil/intel officials noted this - bc mothballs, freezers are solid non-proliferation gains, undone now.
3| Don't take my word for it. Here's the recently-retired head of Mossad just last month [via @TimesofIsrael]