As the US strikes more firepower into the Persian Gulf than these waters have seen for the reason that battle in Iraq, diplomats, generals and intelligence officers world wide commerce guesses on what President Donald Trump is considering.

In his State of the Union on Tuesday, Trump offered his highest-profile explanation of why he’s amassing US army property round Iran, saying his objective is to make sure the nation not acquire a nuclear weapon. But he stopped in need of offering a full accounting of his strategic goal in threatening Tehran with battle.

“They want to make a deal, but we haven’t heard those secret words: We will never have a nuclear weapon,” Trump stated throughout a comparatively quick part of his speech on Iran. He stated once more his desire was to pursue diplomacy.

Iran, actually, has acknowledged clearly it isn’t pursuing a nuclear bomb.

The White House hasn’t spelled out its goals when it comes to particular calls for, purple strains, or the tipping level which may set off a sequence of air strikes. So what’s Trump asking for, and what’s he prepared to present in return? When I put this query to a former colleague from the US intelligence group, he put it bluntly: Trump shouldn’t be asking Iran to surrender something it presently has, and in return he’s prepared to present Iran virtually every part it doesn’t have.

Wait, what?

Think about it this manner.

First, Trump is asking the Iranian regime to not rebuild an aspirational nuclear weapons program that it was getting nearer to attaining. When Israel, and the US, claimed to have obliterated key nuclear enrichment sites final June, the Iranian imaginative and prescient for a nuclear weapons program turned a lot additional out of attain.

A satellite image taken on June 14, 2025, shows no visible damage to Iran's Fordow Fuel Enrichment Plant. Israel targeted the site during its attacks.

Second, Iran has lengthy been suspected by US intelligence to be growing an intercontinental ballistic missile (ICBM) program that, if achieved, would current an Iranian risk to a a lot bigger attain than the Middle East. Iran’s ICBM program would offer platforms to hold nuclear warheads throughout the globe, in response to US Defense Intelligence Agency estimates. The improvement of that program must cease.

Third, Iran has labored for years by way of its elite Iranian Revolutionary Guard Corps (IRGC) to recruit, prepare and provide a community of terrorist and rebel teams it calls the “Axis of Resistance.” This contains the large Hezbollah terrorist community, severely broken by Israeli strikes and assassinations in the course of the Hamas battle, and the Houthis in Yemen. Iran must commit to not rebuild that damaged community.

For the supreme chief, on the face of it, the nuclear weapons and ICBM packages and the now-broken-up proxy fighters are all issues the regime doesn’t presently have. If Iran had been to agree to not regenerate these threats, Trump and his negotiators have all however stated that crushing financial sanctions could be lifted, that Iran’s standing as a pariah would fade away, and that alternatives for development would are available in ways in which would profit the regime and the Iranian folks.

In this handout photo obtained from the US Defense Department, the aircraft carrier USS Abraham Lincoln and other ships sail in formation in the Arabian Sea on February 6.

Just on Tuesday, the nation’s overseas minister acknowledged explicitly that Tehran was not pursuing a nuclear bomb.

Iran’s overseas ministry stated Trump repeated “big lies” about Iran in his State of the Union deal with.

Spokesperson Esmaeil Baqaei accused the White House of finishing up a “disinformation” marketing campaign in opposition to the nation in an announcement posted to X on Wednesday morning.

Many doubt the Iranians are being truthful once they deny pursuing nuclear weapons. In the previous, Tehran has enriched uranium to ranges that may solely be a brief technical step from producing weapons-grade materials.

Ultimately, Trump’s agenda is hiding in plain sight. The stick is the armada of warships pointing at Iran from each path. The carrot is what life within the new Iran may appear to be.

But what about regime change? Isn’t that top on the listing? Not essentially. Look at Nicolás Maduro in Venezuela. President Trump took Maduro out of workplace by dragging him away from bed and throwing him into a Brooklyn jail. He was an impediment. But did it actually change the regime? Maduro’s vice chairman, Delcy Rodríguez, remains to be there with the remainder of his cupboard, stuffed with among the identical corrupt PSUV celebration hardliners. Those Maduro loyalists have capitulated to the identical US calls for Maduro refused. They at the moment are doing enterprise with American oil and reducing off Cuba and China.

Iran's Supreme Leader Ayatollah Ali Khamenei, at a meeting with a group of Iranian elites in Tehran on October 17, 2023.

In the case of Iran, whether or not it’s the supreme chief who makes this deal or whoever could also be left standing after the smoke clears from potential army strikes, it isn’t clear that the Trump administration has a style for selecting a brand new regime. Regime change, or making an attempt to power democracy, is a tactic that has failed the US at nice value of treasure and blood.

Trump in each his first time period (see the Abraham Accords) and his second time period (See Israel ceasefire, “Board of Peace,” Saudis, UAE, and many others.) has been very centered on a sweeping reset throughout the Middle East. The prospect of a weakened Iran being allowed over time to rebuild weapons packages and terrorist networks solely creates the recurring want for extra strikes. It turns into stealth bomber “Groundhog Day.” Any cope with Iran would wish to incorporate a verification course of to make sure that cash from a extra vibrant financial system doesn’t discover its method again to finance weapons or terrorist teams.

For Iran, the cost-benefit evaluation appears to make the selection apparent. Rejoining the worldwide financial system as a participant looks like a no brainer, however that’s what an intelligence analyst would name “mirror imaging.” That is the entice of assuming that your adversary would take into consideration the issue the identical method you’d. The Iranian regime was constructed out of revolution and a rejection of outdoor affect, particularly Western affect. The Ayatollahs have been fiercely impartial at an incredible value to their very own financial system and the Iranian folks.

In a area the place nations and leaders measure price within the sort of wealth that brings respect and the sort of arms that command concern, Iran has constantly chosen constructing arsenals over constructing prosperity. This often is the time to check that case. After sweeping protests regardless of a violent crackdown and with a collapsing financial system, a weakened regime might bend additional than it ever has, if just for its personal survival.

It is obvious that the US can’t afford to depart that many army property in a single place for lengthy with out a consequence, and a second of determination is coming for each Trump and Iran’s Supreme Leader Ali Khamenei. Doing nothing doesn’t look like an possibility.

John Miller is the Chief Law Enforcement and Intelligence Analyst for NCS and served as Deputy Assistant Director of National Intelligence in 2009-2010.



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