In the weeks after Republicans took heavy losses in the midterm elections, the American president has spoken of the Iran war in voices that point in opposite directions: first declaring the fighting effectively finished and strikes unlikely, then saying the nation no longer needs a deal and pulling his chief negotiator away from the table. The conflict, now eight months old, has left the Gulf and its shipping lanes suspended between a war that has not quite ended and a peace that has not quite begun. Mediators in Qatar, Iran's demands, and the stubborn pressure of a naval blockade all wait on
Trump Leaves Mideast in Limbo as Iran Rhetoric Shifts After Midterm Losses
Trump backed away from more strikes and from more talks at the same time
Why does it matter that Trump keeps changing his message on Iran?
Because mediators are working off his signals. Qatar is trying to broker an interim deal on the Strait of Hormuz, and two diplomats say his remarks this week left them in a holding pattern.
What happened with Vance?
Vance had been weighing a return to talks. After The Wall Street Journal reported that, Trump posted telling him to focus on the anti-fraud campaign instead.
Worth noting that the reason for that comes from one anonymous person. We're told Trump thought the Iranians weren't acting in good faith, but that isn't on the record.
And the midterms? Is that driving the shift?
Trump did say the war was partly to blame for the losses. One diplomat wondered if the rhetoric is posturing after the election.
That's a question, not a finding. Nobody quoted knows whether he's abandoning a deal or posturing.
Is the strait getting safer?
Oil shipments are near prewar levels, but the U.N. says October had the most incidents against commercial ships since February.
And the idea that Trump might leave Hormuz talks to Gulf states is also one person's account of his thinking, not a stated policy.
What should we watch?
The Shenzhen summit with Xi and Putin, where Iran is expected to come up.
O Pulso
- Trump says new major strikes are unlikely, then days later warns the military is locked and loaded and would not hesitate to act.
- VP Vance, the chief negotiator, is abruptly sidelined by a social media post just as he weighed returning to talks with Iran.
- Qatar's interim Hormuz deal, which looked on track after the White House visit, is now clouded by contradictory signals and a diplomatic holding pattern.
- Iran refuses to discuss its nuclear program until core ceasefire conditions are met, and warns of an immediate and decisive response to any renewed bombing.
- Next week's Asia trip and a planned three-way summit with Xi and Putin in Shenzhen could either reopen the talks or harden the stalemate.
In the weeks after Republicans took heavy losses in the midterm elections, the American president has spoken of the Iran war in voices that point in opposite directions: first declaring the fighting effectively finished and strikes unlikely, then saying the nation no longer needs a deal and pulling his chief negotiator away from the table. The conflict, now eight months old, has left the Gulf and its shipping lanes suspended between a war that has not quite ended and a peace that has not quite begun. Mediators in Qatar, Iran's demands, and the stubborn pressure of a naval blockade all wait on a single man's changing mind, and the world watches to see whether ambiguity is a strategy or a symptom of a leader who has lost his footing at home.
In the days since Republicans lost badly in last week's midterm elections, President Donald Trump has spoken about the Iran war in ways that keep contradicting one another. He has pulled back from the prospect of further strikes, yet also from further talks with Iranian negotiators, in a conflict now eight months old. He has admitted the war and the economic turmoil it caused contributed to his party's losses, while insisting it was the right decision.
By Thursday his tone had shifted again. He declared the United States no longer needed a deal with Tehran and told Vice President JD Vance, once his chief negotiator and a reluctant backer of the war, to focus on a domestic anti-fraud campaign. Trump warned that the military was ready and watching a nuclear-linked site, saying he would not hesitate to act if things failed. According to a source, Vance had been weighing a return to talks, and Trump, who believed Iran was not negotiating in good faith, moved to stop it. With oil moving through the Strait of Hormuz near prewar levels, he may be content to leave the waterway to Gulf states, though attacks on shipping remain a real danger.
Qatar, the main mediator, is still working toward an interim agreement that would reopen the strait and keep talks alive. Diplomats say the effort was promising until Trump's remarks muddied it, leaving mediators and Iranians unsure whether he is abandoning diplomacy or posturing. Iran will not address its nuclear program until its core ceasefire demands are met, and warns of a decisive response if bombing resumes. Secretary of State Marco Rubio says the president favors a deal, but not a bad one. Next week, the ambiguity travels with Trump to Asia, where he is expected to meet Xi and Putin in Shenzhen, and where Iran and nuclear stockpiles are likely to be on the table.
In the days since Republicans lost badly in last week's midterm elections, President Donald Trump has said a great deal about where the Iran war goes next, and much of it has pulled in opposite directions. Across exchanges with reporters, broadcast interviews and social media posts, he has backed away from further strikes and, at the same time, from more talks with Iranian negotiators on ending a conflict now eight months old.
The day after the election, he acknowledged that the war, and the global economic turmoil it has caused, were partly to blame for his party's losses, while insisting it was the right decision. At the start of this week he met Qatar's prime minister at the White House, then told reporters he thought it highly unlikely he would need to order new major strikes, saying the war "militarily is effectively over."
By Thursday the tone had shifted again. Trump declared that the United States no longer needs a deal with Tehran and, in a social media post, told Vice President JD Vance to give his "complete and total attention" to the administration's domestic anti-fraud campaign. Vance had been Trump's chief negotiator in the earlier peace talks. He was skeptical about launching the war but ultimately backed it. Trump also warned that the U.S. military is "locked and loaded" and watching Pickaxe Mountain, a site linked to Iran's nuclear program, for signs of activity. "If something does not work out, I would not hesitate" to act, he told conservative broadcaster Hugh Hewitt.
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 was aware of what Vance was considering and believed the Iranians were not acting in good faith. The same person said Trump is increasingly confident he can credibly claim to have met his military objectives. With oil shipments through the Strait of Hormuz near prewar levels, he might leave it to Gulf countries to negotiate with Iran over governing the waterway. Passage is still dangerous, though: the United Nations says October had the most incidents against commercial ships there since February.
Qatar, the chief mediator, is still trying to broker an interim agreement that would restore traffic through the strait and keep further U.S.-Iran discussions possible. Two Middle East diplomats familiar with the process, speaking anonymously, said that effort looked on track after the Qatari prime minister's White House visit but has been clouded by Trump's contradictory remarks. One said the Thursday post raised questions about why Vance was being sidelined. The other described a holding pattern, with mediators and Iranians unsure whether Trump was abandoning a negotiated outcome or posturing after losing control of Congress.
Iran, for its part, will not discuss its nuclear program until the U.S. accepts several core conditions Tehran wants in any ceasefire. Trump insists the nuclear differences 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 warned of "an immediate and decisive response" if the U.S. or Israel resumes bombing.
Secretary of State Marco Rubio said the U.S. is not opposed to mediators continuing. "If there's a deal to be done, the president will be the first one to be in favor of it," he said, "but it's not going to be a stupid deal." In a Friday speech to the Federalist Society, he argued the economic pain inflicted on Iran is so great that military action is unnecessary. The White House declined to comment directly on Trump's postelection rhetoric. Democratic Sen. Cory Booker, speaking in Denver, called Trump an arsonist of American foreign policy who "now just wants to walk away."
Michael Singh of the Washington Institute for Near East Policy expects the stalemate to last, with the monthslong U.S. naval blockade continuing to curb Iranian crude exports. He called patience and pressure the most sensible path, with senior officials like Vance engaged only when the time is right. Next week the ambiguity travels with Trump to the Philippines and to APEC meetings in Shenzhen, China, where he is to hold an unprecedented three-way summit with Xi Jinping and Vladimir Putin, with Iran and the nuclear stockpiles of the three powers expected on the agenda.
Citações Notáveis
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 (partly paraphrased)