What’s happened: Yesterday in Versailles, President Trump signed the Memorandum of Understanding (MOU) negotiated with Iran which will reopen the Strait of Hormuz and launch a sixty-day period of negotiations for a comprehensive agreement on Iran’s nuclear programme and the lifting of US sanctions on Iran.
- The MOU comprises 14 points in total.
- The first point declares “the immediate and permanent termination of military operations on all fronts, including in Lebanon.” Lebanon, in fact, is mentioned three times in the first point, which includes a clause committing the US and Iran to “ensuring the territorial integrity and sovereignty of Lebanon,” which presumably applies both to America’s ally Israel and to Iran’s proxy force Hezbollah.
- The MOU establishes a sixty-day period for the two sides to negotiate a comprehensive agreement on Iran’s nuclear programme, extendable by mutual agreement. At the outset, the Iranians commit not to “procure or develop nuclear weapons.” Also, the US commits itself to terminating all sanctions on Iran when a final deal is agreed upon. When a final deal is agreed upon, it shall be endorsed by a binding resolution of the UN Security Council.
- The US will end its blockade of Iran within 30 days, but otherwise maintains its status quo posture for the duration of the negotiation period. Once a final deal is reached, it will make a substantial withdrawal of its forces within 30 days after the comprehensive deal is signed.
- Iran will reopen the Straits of Hormuz for commercial shipping traffic immediately, though it is given 30 days to complete the removal of mines and other obstacles. The MOU commits Iran to keep the Strait open and toll-free for sixty days, the same period as the negotiation period for the final deal, but curiously does not link the two, leaving it open to interpretation what the status of this aspect of the agreement would be if, as expected, the negotiations taking longer than sixty days and the period is extended by mutual consent.
- A clause in the MOU committing both sides not to interfere in each other’s internal affairs would seem to be an official American abandonment of regime change in Iran as a political goal.
- The White House also released the full text of the MOU, something it had refused to do in recent days after it had already agreed to it but before the President signed it.
- The official text resembled the purported versions circulated by Iranian officials in the media over the past few days in most aspects, but with a few differences. The agreed text does not explicitly call for an Israeli withdrawal from Lebanon and does not allow (for now) Iran to charge tolls for the passage of commercial vessels through the Strait, despite rumours and Iranian claims to the contrary over the past week.
- Trump’s speech last night at the G7 was full of criticisms of Israel, its war in Lebanon, and Prime Minister Netanyahu. In this it continued a theme Trump has warmed to repeatedly in recent days.
- The President once more criticised Israel’s use of force in Lebanon, saying, “You don’t have to knock down a building every time somebody walks into it that’s from Hezbollah.”
- He unsubtly referred to Israel as “a very small partner,” though in this he was quoting something Prime Minister Netanyahu said to him.
- He also dug up an incident from the distant past, when, according to him, the US and Israel endeavoured to eliminate Qassem Soleimani in a joint operation in 2020, but at the last minute Prime Minister Netanyahu opted out of any Israeli involvement. Ultimately, the US successfully eliminated Soleimani on its own. Few in Israel regretted the elimiation and few regretted that Israel wasn’t directly involved.
- Though the diplomatic drama has put the war in Lebanon mostly on pause, it has not stopped it entirely. IDF soldiers moving on foot near the Litani River were hit by a Hezbollah IED yesterday. The device killed Master Sgt. Alexander Filin, a 29-year-old reservist from Haifa, and injured six others, including a female soldier and a deputy commander. Filin made aliyah from Ukraine as a teenager. In 2018, on the occasion of Israel’s 70th Independence Day, he was the recipient of the President’s Citation for Outstanding Soldiers for his courage in an incident where he successfully stopped a terrorist trying to carry out a stabbing attack.
Context: The agreement has almost universally been seen in Israel as a diplomatic and military catastrophe.
- Israel media commentary was scathing in its assessment of the agreement and of Prime Minister Netanyahu’s management of the war effort.
- Writing on the online news site Walla, Idan Kweller calls the agreement a “formative moment” in US-Israel relations. “This wasn’t Israel’s abandonment, but it definitely was a stern warning to Netanyahu. American support exists under the Trump administration, as long as Israel doesn’t stand in the way of clinching the larger deal.”
- In Haaretz, Amos Harel argues that “The Iran affair is emerging as the second worst fiasco in Prime Minister Benjamin Netanyahu’s long history, following Hamas’ massacre in southern Israel on October 7, 2023.”
- Avner Vilan, in a posted commentary on N12, wrote, “At best, we’ve bought ourselves an insanely expensive nuclear agreement, without missiles and without proxies [being included] and with endless Iranian immunity. At worst, we’ve given Iran a lifeline, while it has barely given anything at all in return. In both cases, the same question remains: Why did we start this to begin with?”
- Most Israeli analysts doubt that Iran and the US can actually come to a final agreement within 60 days — or at all, even with the deadline being extended. In such a scenario, Iran would not be able to enjoy significant sanctions relief and would probably not be able to see the promised relief fund of some $300 billion get off the ground, but it would begin recovering frozen assets and it would start selling oil, even if only to countries outside the direct US orbit. This would allow it to rapidly rebuild the defence facilities that it lost in the war and to reflate its economy, removing the main source of domestic pressure on the regime.
- Even if negotiations did seem to be making serious progress, Iran could presumably threaten to close the Straits once more or attempt to reach an arrangement with the Omanis about “service fees,” as long as that was after 60 days — a deadline no one believes can be met anyway.
Looking ahead: US-led efforts to reach an agreement between Lebanon and Israel continue apace.
- President Trump’s remarks earlier this week about having Syria, under its post-Assad regime, take responsibility for fighting Hezbollah rattled Israelis, Lebanese, and for that matter, Syrians too. Israeli media reported that the new Mossad head Roman Gofman suggested to the Cabinet taking the proposal seriously, but was overruled by Prime Minister Netanyahu.
- Meanwhile, a quiet effort is underway to arrange a public meeting between Prime Minister Netanyahu and Lebanese President Joseph Aoun in Washington, possibly with the participation of President Trump too.


