CEO @FDD. Sanctioned by Iran and Russia. Annoyingly nonpartisan. Host of The Iran Breakdown. “A micro-niche celebrity but not your niche.”

Joined June 2009
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Sign the right deal, lift the sanctions, and the mullahs will trade revolution for legitimacy. They won’t. Iran is not Venezuela. It’s a corrupt, theocratic, jihadist regime dedicated to death. No lifelines. Squeeze the regime. Back the people. My latest w/@FDD @miadmaleki
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Smart take by @havivrettiggur as you would expect. One addendum: the U.S. military has been running a quiet Project Freedom moving 2-6 million bpd through the strait for a total of about 120 million (not including the 5-6 million bpd through pipelines). Trump could have significantly expanded this but this has been helpful in keeping oil prices down.
Everyone will have their take on the deal. Mine is kinda what you'd expect. 1. Trump caved. The early-May naval attempt to break the closure of Hormuz -- Project Freedom -- could have worked. He didn't give it a chance. 2. He may nevertheless have done the right thing from an American perspective. On the larger chessboard, the one where America is curtailing Chinese lines of influence and supply on all fronts, he's gotten everything he needs. Iran's nuclear program is also set back dramatically. And worrying about gas prices come November is an extremely valid concern for an American president. As I argued back in February, the US and Israel weren't fighting the same war. Roughly 80% of each side's war overlapped with the other's. But toward the end, their interests would diverge and America would bow out. And so it was. 3. Israel remains in the region, Hezbollah remains ensconced in Lebanon and committed to murdering us all, Iran remains the same muqawama regime it always was, committed to mass-murder and mass-sacrifice of its own people. The decades-long war between the muqawama ideology and the Jews of Israel continues. 4. Israelis owe the United States a vast and abiding debt of gratitude for what it has done to Iran's missile and nuclear programs. That this finished on America's timetable rather than ours, that it was doing it for its own interests and not ours, these don't diminish the fact that we received from America more than we had a right to ask for. 5. And still, #3 remains true. We fight on. Because that regime is undeterrable, actually wants to destroy us all, and like the Nasserist ideology that once sent army after army at us to destroy us, will require a few more wars and perhaps another decade or two to defeat completely. 6. The new IRGC military dictatorship now in charge in Iran is built to survive catastrophe. But not to govern, reform or build anything of value. Some commentators on the deal have suggested that the most damaging thing you could do to the Iranian regime at this point is send it back to its embittered people to try to govern the peace. I think they might be onto something. It'd be a much safer and happier and more peaceful region if the regime falls from within and a new and better day dawns for the long-suffering people of Iran.
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My feed is filled with TDS and TMS (Trump Messiah Syndrome), and the Israeli equivalents—BBDS and BBMS. With American and Israeli elections on the horizon, it’s only getting worse. Be wary of analysis from people using Iran as a proxy for their domestic political battles. The best analysis comes from those focused on the issue itself—not on settling scores with their political opponents.
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Mark Dubowitz retweeted
Sign the right deal, lift the sanctions, and the mullahs will trade revolution for legitimacy. They won’t. Iran is not Venezuela. It’s a corrupt, theocratic, jihadist regime dedicated to death. No lifelines. Squeeze the regime. Back the people. My latest w/@FDD @miadmaleki
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Refuel energy markets. Rest and rearm the military. Develop a plan to support Iranians to cripple the regime. Enforce sanctions with relentless pressure. Don’t get played at the negotiating table. Test Tehran early. Give little. Demand results. Walk away fast. Hit harder.
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As negotiations and “deals” take over the narrative, important to remember this: The Islamic Republic is not a problem that can be negotiated away. The only solution is maximum support for the Iranian people. Given the opportunity and assistance they need, they can cripple—and ultimately end—this terrorist regime.
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Let’s see the deal first, @DanielBShapiro. There are a number of elements in your criticism that may not turn out to be correct. It also helps the administration’s case if you prematurely overshoot. And I’m certain you don’t want to help them make their case.
Until the text of the US-Iran deal is signed and released, there is going to be a lot of spin on both sides. But here is my initial take. This war was a mistake, and it needs to end. The President thought that the Iranian regime would collapse quickly, but it did not. In fact, it has been strengthened strategically by its survival against a heavy US-Israeli assault and carrying out some effective counterstrikes. Many countries in the region are now courting Iran and looking to deescalate and rebuild ties. A sign of which way the wind is blowing. Getting the Strait of Hormuz open is the most important outcome of this MOU. Of course, the Strait was open before the war. Now we are paying to reopen it with sanctions relief. Iran has taken a theoretical point of leverage and turned it into a very real and powerful one, imposing costs across the global economy and rattling President Trump. As for the nuclear issues, there really is no agreement, other than to negotiate over the HEU stockpile and an enrichment moratorium. Iran knows how to drag out those negotiations, and try to pocket concessions along the way. It is possible that no deal will every be reached, and very likely that if one is reached, it will be worse than what we could have achieved through diplomacy before the war. Iran is not likely to take seriously that the US would return to war, certainly before the US midterms. So that means we will be conducting diplomacy without a credible threat of force. If any agreement ultimately reached actually safely puts Iran's nuclear ambitions out of reach, I'll acknowledge it. It's just too early to make that judgment. Trump is mainly focused on comparing his deal favorably to the JCPOA. But we are a long way from being able to make that comparison, and it may end up no better, or weaker than that deal. But in some ways, Trump's deal and the JCPOA are already similar. Nothing on ballistic missiles, nothing on proxies, nothing on weakening the regime or helping the Iranian people. And plenty of sanctions relief that will strengthen the regime, and be poured into the missile program and proxy network. Honest critics of the JCPOA will not twist themselves into pretzels to defend Trump's approach. Israelis are deeply disappointed in this outcome, but they should not be surprised. After some initial overlap of Trump's and Netanyahu's interests, there was a strong divergence. The United States needed this war to end. Netanyahu wanted to continue. Trump's claim to include Lebanon in the ceasefire and his harsh shutting down Israeli attacks on Hezbollah is also a win for Iran. After the JCPOA was signed, Obama and Netanyahu worked together to strengthen Israel's campaign of strikes in Syria to intercept Iranian weapons shipments to Hezbollah in Lebanon. So let's hope we see the removal of Iran's enriched uranium and a long-term suspension of enrichment, with full verification. But to achieve those goals, Trump's team is going to need to engage in far more sophisticated diplomacy, backed by qualified experts, than they have to date. If it is a phase one splash with no follow-up on implementation of later phases, like in Gaza, we will be much worse off after, and because of, this war.
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Mark Dubowitz retweeted
This is the Hezbollah leader killed in an Israeli strike in Lebanon today - a guy who had kidnapped & killed 5 American soldiers. He was a Specially Designated Global Terrorist and wanted by the United States. This is also the strike that Trump said never should have happened. As far as I'm concerned, the only response should have been, "Thank you."
🔴ELIMINATED: Ali Musa Daqduq, a senior Hezbollah commander who held a series of 5 senior positions within Hezbollah. Daqduq played a central role in advancing terrorist attacks and combat operations against Israel and IDF soldiers. In 2007, he orchestrated the kidnapping and murder of 5 American soldiers.
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I remain skeptical that Iran will receive the type or scale of sanctions relief many are predicting. The more we learn and the deeper we dig into the details, the more it appears the actual relief may be far less than advertised. Let’s wait and see. A word of advice to both opponents and supporters of the deal: don’t exaggerate. If you overstate the downside and the outcome proves better for the U.S., you strengthen the administration’s case. If you overstate the upside and the outcome disappoints, you weaken the administration’s case. The details matter. So does patience.
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The Iran-war defeatists declared failure on day one of the war. The triumphalists are declaring victory before seeing the terms. The rest of us can acknowledge the extraordinary military achievements while reserving judgment until we see the deal itself—and what happens over next 30 days.
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Never have so many opined on something currently understood by so few. Let’s see the details before rushing to judgment—and before swallowing the spin from Tehran, Islamabad, Doha or, to be fair, Washington.
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Mark Dubowitz retweeted
Everyone is getting lost in the “no nuclear weapons” JCPOA comparison. Assuming you could get to the end state of the deal as briefed by US officials, “no nuclear weapons” under Trump’s deal would be entirely different than “no nuclear weapons” under Obama’s. JCPOA: No nuclear weapons meant Iran could keep the entire nuclear weapons infrastructure, advance it through R&D, and then walk right to a bomb in a few years. Trump: No nuclear weapons means bombing Iran’s enrichment program, forcing Iran to give up its existing enriched uranium stockpile and then dismantling the nuclear infrastructure. Again, getting to the end state is a question mark to be guided by what happens to Operation Economic Fury and the genuine willingness to go back to blockade and military operations over the next 60 days.
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Directly correlated with support for Israel. If you oppose America, you oppose Israel.
NBC News poll: How proud are you to be an American? Overall Extremely/very 56% Not very/none 21% Extremely/very by party: GOP 90% Dem 29% By age: 65 75% 18-34 36%
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Mark Dubowitz retweeted
Holding this coward accountable is sound judgment.
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Mark Dubowitz retweeted
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What if the US had stayed in the JCPOA? @StrickerNonpro and @mdubowitz's new interactive visual charts Iran's real enrichment buildup against the expansion the deal would have permitted. Explore the timeline ⬇️ fdd.org/analysis/2026/06/12/…
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Mark Dubowitz retweeted
To the IDF and all involved in taking out this terrorist with American blood on his hands and a bounty on his head for attacking US troops - thank you. America has no better friend than Israel. We have common values and common enemies. Israel is a blessing to America’s national security.
This is Ali Moussa Dakdouk, a senior Hezbollah commander. - He is personally responsible for a terror attack in 2007 targeting U.S. troops. - He was imprisoned by the U.S. and had a bounty of $5M on his head. - He also managed the “Golan Portfolio” - Hezbollah’s plan to invade and take over northern Israel. Dakdouk was eliminated by the IDF as he led the fighting for Hezbollah in south Lebanon. He will no longer terrorise U.S. troops, nor the peoples of Israel and Lebanon.
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Mark Dubowitz retweeted
Thank you, Israel! 🇺🇸🇮🇱
This is Ali Moussa Dakdouk, a senior Hezbollah commander. - He is personally responsible for a terror attack in 2007 targeting U.S. troops. - He was imprisoned by the U.S. and had a bounty of $5M on his head. - He also managed the “Golan Portfolio” - Hezbollah’s plan to invade and take over northern Israel. Dakdouk was eliminated by the IDF as he led the fighting for Hezbollah in south Lebanon. He will no longer terrorise U.S. troops, nor the peoples of Israel and Lebanon.
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Mark Dubowitz retweeted
People forget how the JCPOA came with a Hezbollah side deal: Dismantlement of efforts to counter Hezbollah. It was a disaster. Project Cassandra anyone? Don’t repeat Obama’s mistakes.
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Mark Dubowitz retweeted
Daqduq helped create the pro-Iran militias in Iraq. America should send Israel a thank you letter for avenging this Hezbollah terrorist. Iraq should also send Israel a thank you letter for taking out this notorious character who wreaked havoc across Iraq.
🔴ELIMINATED: Ali Musa Daqduq, a senior Hezbollah commander who held a series of 5 senior positions within Hezbollah. Daqduq played a central role in advancing terrorist attacks and combat operations against Israel and IDF soldiers. In 2007, he orchestrated the kidnapping and murder of 5 American soldiers.
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Mark Dubowitz retweeted
While I hope and pray that a diplomatic solution to end the Iranian conflict and deny Iran the ability to produce a nuclear weapon and stop their reign of terror on the region may be at hand, we still must understand who we are dealing with. Since the latest ceasefire, Hezbollah has been unrelenting in their attacks against Israel to the point there are areas in northern Israel that have been evacuated because of the constant attacks. What would America do in a similar situation? Hezbollah is financed and controlled by Iran, with a lot of American blood on its hands. It is clear to me that no matter what deal we sign with Iran, Hezbollah’s stated ambitions of destroying Israel and making Lebanon a caliphate have not fundamentally changed. May God protect the United States and may God protect the State of Israel. bloomberg.com/news/articles/…
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