Shifting Iran Rhetoric After Midterms Leaves Trump's Mideast Path in Limbo

The war, he said, is "militarily effectively over."
Trump said this early in the week, before declaring by Thursday that the U.S. no longer needs a deal with Tehran.
Mark

Trump says the war is effectively over, then says no deal is needed. What's actually changed on the ground?

Mimi

Not much, according to the reporting. The naval blockade continues, the Hormuz standoff continues, and Qatar is still trying to broker an interim deal. What changed is the signals coming from Washington.

Luke

Worth noting that "militarily effectively over" is Trump's characterization. The UN says October had the most incidents against commercial ships in the strait since February, so the waterway isn't calm.

Mark

Why does the Vance post matter so much?

Mimi

Vance was the chief negotiator in earlier talks and was reportedly weighing re-engaging. Trump's post came the morning after The Wall Street Journal reported that. One diplomat wondered why he was being sidelined.

Luke

Careful, though. The claim that Trump thought the Iranians weren't acting in good faith comes from one anonymous person. The diplomats' read is also anonymous. We don't have Trump explaining his own reasoning on that.

Mark

Is this posturing after the midterms, or a real shift?

Mimi

Mediators and Iranians themselves reportedly can't tell. That's the limbo.

Luke

Right, and that's an open question, not a finding. Rubio says economic pressure makes force unnecessary, and analyst Michael Singh thinks the status quo holds, but those are views, not outcomes.

Mark

And Iran?

Mimi

Publicly it says the door to diplomacy is open but threatens an immediate response to new bombing, and it won't discuss nuclear issues until its conditions are met.

Luke

What the Shenzhen summit produces is unknown. Iran is only expected to be discussed.

  • Trump has swung from calling the Iran war 'militarily effectively over' to declaring the U.S. no longer needs a deal, leaving allies guessing.
  • He sidelined Vice President JD Vance from negotiations a day after reports said Vance was weighing a return to talks with Iranian negotiators.
  • Diplomats in Qatar-led mediation describe a holding pattern, with an interim deal to restore Strait of Hormuz traffic stalled in limbo.
  • Oil flows through Hormuz are near prewar levels, but attacks on commercial ships in October were the most since February, keeping the waterway dangerous.
  • Iran refuses to discuss its nuclear program until core ceasefire conditions are met, while Trump insists the nuclear issue be settled in any deal.
  • All eyes now turn to Trump's Asia trip and a planned three-way summit with Xi and Putin in Shenzhen, where Iran is expected to dominate.

In the week after his party's hard defeat at the midterms, a president who has spent eight months at war with Iran is speaking in shifting tones, first calling the fighting militarily over and then declaring that America no longer needs a deal. The pattern is familiar in human affairs: a leader weighing the costs of a war against the political reckoning it has brought, while the people who must carry the diplomacy wait in uncertainty. Qatar still tends its fragile effort to reopen the Strait of Hormuz, and Tehran holds its position, so the path to peace remains open but unmarked. What will decide it is whether the ambiguity is a strategy of patience or the drift of a leader who has not yet chosen.

In the week since Republicans lost badly in the midterm elections, President Donald Trump has offered several different accounts of where the Iran war is heading. The conflict, now eight months old, has produced a series of contradictory signals through reporters, interviews and social media posts. He has stepped back from new strikes and, at the same time, from fresh talks with Iranian negotiators.

Early in the week, after meeting Qatar's prime minister at the White House, Trump said new major strikes were highly unlikely and called the war "militarily effectively over." By Thursday his tone had shifted. He questioned the need to hurry toward an endgame, declared the U.S. no longer needs a deal with Tehran, and told Vice President JD Vance to focus on a domestic anti-fraud campaign. Vance, who had led earlier peace talks, had reportedly been weighing a return to negotiations. Trump, according to a person familiar with the matter, believed Iran was not acting in good faith.

Qatar, the chief mediator, is still pushing for an interim agreement to restore traffic through the Strait of Hormuz. Diplomats describe the effort as stuck in limbo, unsure whether Trump is abandoning a deal or posturing. Iran, for its part, will not negotiate over its nuclear program until its ceasefire conditions are accepted, and its U.N. envoy said Tehran would respond immediately if bombing resumed.

Political critics were sharp. Sen. Cory Booker called Trump an arsonist who set foreign policy ablaze and now wants to walk away, while Secretary of State Marco Rubio argued economic pressure on Iran makes military action unnecessary. Analysts expect the standoff to continue, with patience and pressure as the likely approach. Next week, the ambiguity travels with Trump to Asia, where a rare three-way summit with Xi Jinping and Vladimir Putin in Shenzhen is expected to address Iran and nuclear stockpiles.

In the week since Republicans lost badly in the midterm elections, President Donald Trump has given the public several different accounts of where the Iran war is headed. Through exchanges with reporters, broadcast interviews and social media posts, he has stepped back from more strikes and, at the same time, from more talks with Iranian negotiators, in a conflict now eight months old.

The day after the election, Trump acknowledged that the war and the global economic turmoil it has caused were partly to blame for his party's losses. He maintained that going to war was the right decision. Early this week he met Qatar's prime minister at the White House, then told reporters it was highly unlikely he would need to order new major strikes. The war, he said, is "militarily effectively over."

By Thursday the tone had changed again. Trump questioned whether he needed to hurry toward an endgame and declared that the U.S. no longer needs a deal with Tehran. In a social media post he told Vice President JD Vance, who had been his chief negotiator in the earlier peace talks with Iran, to give his "complete and total attention" to the administration's domestic anti-fraud campaign. Throughout, Trump warned that the U.S. military is "locked and loaded" and watching Pickaxe Mountain, a facility linked to Iran's nuclear program, for signs of activity. Speaking to conservative broadcaster Hugh Hewitt, he said that if something does not work out, he would not hesitate to act.

According to a person familiar with the matter, who spoke anonymously, Vance had been weighing a return to talks with senior Iranian negotiators. The Wall Street Journal reported that deliberation, and Trump posted his message the next morning. He knew of Vance's thinking and believed the Iranians were not acting in good faith, the person said. Trump is also increasingly confident he can credibly claim to have met his military objectives. With oil shipments through the Strait of Hormuz near prewar levels, he could leave Gulf countries to negotiate with Iran over governing the waterway. Still, the passage remains dangerous: the United Nations reports that October saw the most incidents against commercial ships there since February.

Qatar, the chief mediator, is still working toward an interim agreement that would restore traffic through the strait while leaving room for more U.S.-Iran discussions. Two Middle East diplomats, speaking anonymously because of the sensitivity of the matter, said things looked on track after the Qatari prime minister's meeting with Trump. Thursday's post, they said, created a sense of limbo. One wondered why Trump seemed to be sidelining Vance, who was skeptical of launching the war but ultimately backed it. The other described the peace effort as a holding pattern, with mediators and Iranians unsure whether Trump was abandoning a deal or posturing after midterms that cost his party control of Congress.

Political reaction was sharp. Democratic Sen. Cory Booker of New Jersey, speaking Friday at his party's postelection gathering in Denver, said Trump is acting like an arsonist who has set American foreign policy ablaze and now wants to walk away. The White House declined to comment directly on the president's postelection rhetoric. Secretary of State Marco Rubio, in a Friday evening speech to the Federalist Society, said the economic pain being inflicted on Iran is so great that military action is unnecessary. Earlier in the week he said the U.S. does not oppose mediators continuing, and that the president would welcome a deal, but not a "stupid" or "bad" one.

Iran has not softened its position. It will not negotiate over its nuclear program until the U.S. accepts several core conditions it wants in any ceasefire, while Trump insists the nuclear differences, the thorniest issue, be resolved in any deal. Iran's deputy U.N. ambassador, Gholamhossein Darzi, told the Security Council on Friday that Iran has never closed the door to diplomacy, but would respond immediately and decisively if the U.S. or Israel resumed bombing.

Michael Singh of the Washington Institute for Near East Policy, who worked on Middle East issues in George W. Bush's White House, expects the stalemate over Hormuz and the monthslong U.S. naval blockade of Iranian crude to continue. He called patience and pressure the most sensible path, with senior officials such as Vance brought in only when the time is right. Trump could reverse course on Vance if Iran appears serious.

The ambiguity will travel with Trump next week to the Philippines and to the Asia-Pacific Economic Cooperation meetings in Shenzhen, China. There he is to hold an unprecedented three-way summit with Xi Jinping and Vladimir Putin, where Iran and the three powers' nuclear stockpiles are expected to come up.

The economic pain that we are inflicting on that regime is so great that there's no need for military action because we've weakened them so much.
— Secretary of State Marco Rubio, Federalist Society speech
Iran has never closed the door to diplomacy, but would respond immediately and decisively to renewed bombing.
— Gholamhossein Darzi, Iran's deputy U.N. ambassador (paraphrased)
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