Thread by @MouinRabbani

THREAD: It seems a ceasefire has been achieved in what US President Trump is now calling the “Twelve-Day War” between Israel and Iran. What motivated the parties involved to accept it?

For the United States, the calculation is fairly straightforward. It viewed the war launched by Israel against Iran primarily as an instrument to improve its negotiating position vis-à-vis Tehran. If Israel succeeded, Iran would be compelled to comprehensively dismantle its nuclear program, renounce its right to enrich uranium on its own territory as guaranteed by the Nuclear Non-Proliferation Treaty (NPT), terminate its ballistic missile program, and sever links with militant movements in the region in a subsequent agreement dictated by Washington.

Washington’s objectives were further demonstrated by its bombing of Iran several days ago. Its attacks were limited to three Iranian nuclear installations, accompanied by threats of a more widespread campaign if Iran retaliated. While Trump at one point identified regime change in Tehran as a desirable outcome he never committed to it, nor instructed the US military to pursue this goal.

As expected, Trump immediately proclaimed the complete obliteration of the three nuclear sites targeted by the US air force and boasted that the Iranian nuclear program had been definitively destroyed and no longer existed. A boast better known as proclaiming victory and going home.

Indeed, numerous specialists derided Trump’s claims, pointing out that Iran had removed its stockpile of highly-enriched uranium and key equipment prior to the US attacks, and that the US is unlikely to have inflicted more than significant damage on the key Iranian facility of Fordow. More importantly, Iran retains the knowledge base to reconstitute its program in full. As everyone and their brother has been saying for years, absent the physical occupation of Iran a military campaign can delay but not terminate its nuclear program.

The US is likely to have concluded that the Israeli campaign against Israel’s nuclear and military capabilities has reached its limits, and that it only made sense to continue in the context of achieving the different outcome of regime change.

Additionally, Iran’s retaliation for the US bombing, consisting of a telegraphed and largely symbolic attack directed at the US air base of al-Udaid in Qatar, caused no casualties. Trump could afford to dismiss these as the performative, harmless firecrackers which they were. But they also brought into view the real danger of further regional escalation, and that if Iran feels sufficiently threatened it is prepared to expand the conflict.

Back in Washington, Israel’s war, and even more so Washington’s direct participation in it, have produced furious debate and considerable dissension within Republican ranks. On one side stood those who wanted nothing to do with it, on the other those determined to go all the way, and in the middle Trump who cares for neither faction and is committed solely to himself. He may have come to the belated realization that he had been effectively snookered by Israeli Prime Minister Netanyahu, and that if he did not get out quickly he will rapidly become mired into Iraq on steroids and preside over the destruction of the MAGA coalition. Which is another way of saying Washington made the proverbial phone call, and we now appear to have a ceasefire.

For Iran the calculation was relatively straightforward. It from the very outset denounced Israel for launching a war of aggression and consistently called for it to end. Although it has sustained severe damage, its nuclear program remains, and judging by its final salvos its missile capabilities remain relatively intact.

With the passage of time Tehran was able to demonstrate the growing effectiveness of its retaliatory strikes on Israel and increasing failures of the US-Israeli anti-missile defenses, and Iran seemed more prepared for a prolonged conflict with Israel.

At the same time, prolonged conflict holds little attraction for Iran. The damage inflicted by Israel would only expand in size, scope, and severity, and it would have been reasonable to assume that the United States – particularly if Tehran rejected a ceasefire proposal that does not entail its capitulation – would get more deeply involved. If Iran would indeed have unleashed a regional conflict, this would also have destroyed the relationships with the Gulf Cooperation Council (GCC) states it has spent the past several years methodically cultivating and improving. It also seemed highly unlikely that either Russia or China were prepared to replenish its severely degraded air defenses while the war persisted. The ceasefire proposed by the Americans, which essentially only requires the Iranians to stop firing back at Israel, was seen by Tehran as a safe and acceptable exit – provided it is not another US-Israel ruse.

Israel is in a more complex situation. Most importantly it failed to embroil the United States into a decisive military conflict with Iran. It failed to achieve any of its proclaimed objectives, from the destruction of Iran’s nuclear program to regime change in Tehran. Iran also continued firing lethal ballistic missile salvos until the last moment before the ceasefire went into force, so Israel can hardly claim to have deterred Iran. Israel’s anti-missile defenses were not only failing with increasing frequency but also running dangerously low.

Israel did of course inflict severe damage on the Iranian military, its security forces, and to a lesser extent also its civilian infrastructure and government institutions. It assassinated numerous commanders and scientists, and while these are undoubtedly painful blows the individuals are being replaced. Israel also managed to demonstrate the extent to which its intelligence services successfully and comprehensively penetrated Iran.

It seems reasonable to assume that Israel would have preferred to continue and expand the war in order to at least achieve an Iranian capitulation to Washington. The phone call from Washington, announcing a ceasefire rather than a new bombing campaign, put paid to this aspiration. Indeed, the meltdown among Israel’s apologists suggests it is not the outcome Israel intended or was hoping for.

Moving forward, neither Israel nor Iran have, at least as of yet, formally accepted a ceasefire agreement, but appear to have instead endorsed an arrangement. Iran has stated that there is no agreement, but that if Israel stops firing at Iran, it will reciprocate. Israel for its part will try to replicate the model it established in Lebanon – a ceasefire that strictly applies to its adversary, but that Israel is free to violate, with US endorsement, at will. It is unlikely to work in Iran’s case. How Iran responds to further sabotage and the like conducted from within Iran by Israeli agents, as opposed to air raids originating from Israel, is a more murky matter.

Speaking of Lebanon, Israel may well, in addition to continuing with the Gaza Genocide, also launch a new and extensive campaign in that country in an effort to further weaken Hizballah and promote its disarmament by the Lebanese state. This is only to be expected from a state that not only has become addicted to war, but seems to require it.

Ceasefires typically require political arrangements to become sustainable. This returns us to the US-Iranian negotiations that, like the 2015 Iranian nuclear agreement, Trump reneged upon two weeks ago and instead chose war. Given that Washington manufactured a crisis in these negotiations by insisting that Tehran renounce its rights under the NPT to enrich uranium to low levels for civilian purposes on its own territory, Iran is unlikely to return to the negotiating table unless and until the US drops this demand and recognized Iran’s rights under the NPT. It will also, as previously, refuse to enter into negotiations about its ballistic missile program and regional relationships. If it does, that would constitute clear evidence Israel successfully brought Iran to its knees.

The other open question concerns Iran’s nuclear ambitions. In twelve short days, Israel and the United States have shredded the NPT and indeed the nuclear regulatory regime that has existed for decades. Will Iran now, or if negotiations once again get stuck, expel International Atomic Energy Agency (IAEA) inspectors, exit the NPT, remain outside it like Israel, and like the latter covertly develop a nuclear bomb? The Iranian leadership will be under tremendous pressure, from within its own ranks and Iranian society at large, to bite this bullet. It may now find it no longer useful to continue deploying its nuclear threshold status as leverage in negotiations with the West, as opposed to a pathway to the ultimate deterrent. END