Senior Analyst, Iran and Oil @EurasiaGroup. Formerly @ISSYale. Author of "The Struggle for Iran" and "Petroleum and Progress in Iran." Views my own.

Joined October 2012
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14 Feb 2023
New pinned tweet, as the links broke for the old one: "Petroleum and Progress in #Iran: Oil, Development, and the Cold War." cambridge.org/us/academic/su… "The Struggle for #Iran: Oil, Autocracy, and the Cold War, 1951-1954." uncpress.org/book/9781469671…
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It is true that Iran used its power over the strait to assume leverage over the US and eventually compel a favorable settlement. But this obscures what may be the more significant achievement: that after 40 days of bombing, Iran never lost the ability to both keep the strait closed and threaten regional infrastructure. Its missile cities still stand, its launchers survived, its drone/missile arsenal were depleted but, thanks to careful management, remain potent. In the end, Iranian missiles and drones proved more effective at accomplishing their mission than US TLAMs, F-35s, and strategic bombers.
For nearly a half century, through eight American Presidencies, Iran has employed the most cost-effective tactic of warfare by seizing someone or something of value and holding it hostage. And while Iran has demonstrated its ability to hold out, sometimes for years, for what it wants, the U.S., with its two- and four-year election cycles, has limited patience. Read more about Iran’s hostage tactics: newyorkermag.visitlink.me/Wu…
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Mike Judge is our only true prophet.
This morning at the White House...
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All the QTs explaining why Joe is striking that pose, open the schools
First things first. Had to get the real Chinese experience.
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Gregory Brew retweeted
First things first. Had to get the real Chinese experience.
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RT @HamidRezaAz: Describing Izadi as "one of the most senior academics at Tehran University" is an insult to the many real academics in tha…
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Imo, this is Khorasan effectively endorsing the deal.
העיתון האיראני השמרני "חוראסאן", המזוהה בדרך כלל עם הקו הביטחוני של המשטר, מעריך כי הסכם אפשרי בין טהראן לוושינגטון רק ידחה את העימות בין הצדדים ולא יביא לפתרונו. במאמר מערכת שפורסם היום נכתב כי יש לראות בהסכם מנגנון להפסקת הלחימה הנוכחית בלבד ולא מענה למחלוקות היסוד. העיתון טען כי העימות עם ארצות הברית, ובייחוד עם ישראל, הוא "מאבק קיומי" שיוכרע רק בניצחון של אחד הצדדים, וכי הסכם מדיני יהיה לכל היותר הפוגה זמנית לפני "העימות הסופי" @Yoav__Zehavi
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I wouldn't discount the significance of both sides framing this as the "end of the war." Yes, the US and Iran will remain hostile toward one another. There won't be true peace. But it will be very difficult for either to willfully return to active, intense hostilities for some time after the MOU is signed. This is especially true of Trump, imo.
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Agree
I predict: Iran’s current leadership will end up cracking down on hardliners
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Sunday night ET/Monday morning Tehran time is my bet.
They don't want to give Trump a birthday gift! (seriously, this is being discussed as an important factor among Iranian commentators)
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Fars more or less confirming that the main reason Iran won't be signing the MOU tomorrow is because they don't want to give Trump the satisfaction of signing on his birthday. Seems fitting that this should serve as the endgame.
‌ اصرار عجیب ترامپ بر امضای تفاهم با ایران در روز یکشنبه و آزمونی برای تیم مذاکره‌کننده ساعتی پیش ترامپ بار دیگر تأکید کرد که یادداشت تفاهم با ایران یکشنبه امضا خواهد شد. این درحالی است که مسئولان ایرانی صراحتاً اعلام کرده بودند که تفاهم نهایی نشده و یکشنبه قطعاً انجام نمی‌شود.
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Trump: MOU will be signed with Iran tomorrow, Hormuz will immediately be "open to all," Iran's HEU will be addressed later.
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A deal between the US and Iran appears to be imminent. The deal will reopen the strait and relieve pressure on both sides...but the thorny issues around Iran's nuclear program will remain unaddressed. I broke it down last week for @gzeromedia #TheDebrief youtube.com/shorts/o7pmycmEp…
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Has been stated Iranian policy for years, also something Iran is committed to via its status as an NPT signatory. Not much of a concession for them to state it again in writing.
original iran nuclear deal: “under no circumstances will iran ever seek, develop or acquire any nuclear weapon.”
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Pakistani officials saying that the Iran-US agreement MOU will be signed electrically tomorrow. Araghchi implied this was the case in a lengthy interview for Iran state TV yesterday. This suggests that there will be no in-person component (though it's possible something comes after the signing). Technical discussions will commence shortly thereafter.
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A refreshing awareness of political realities. Perhaps they really will pull this off.
US official, in a backgrounder, saying the Iranians are trying to do what the Trump side is clearly trying to do as well: sell the deal as a win domestically: “I think there are a few things to keep in mind here, guys. So, number one is that the Iranian hardliners, some of them want to kill the deal, but I think most of them actually want the deal, but they also want to message it to their internal audiences in a way that maximizes their upside and minimizes our upside. That's totally predictable, but just because they're sort of engaged in domestic propaganda doesn't mean that we have to follow suit.”
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Why there's going to be a deal.
"Cushing’s current inventory is 21.6 million barrels, according to the US Energy Information Administration. That’s dangerously close to operational stress levels, the tipping point at which Cushing struggles to supply all of its customers..." cnn.com/2026/06/12/business/…
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That the advanced planning for an Isfahan occurred while Trump was talking up a deal suggests he may have been preparing to strike in the midst of negotiations, using the ongoing talks as cover. If so, it would have been the third time. Ultimately, the operation was deemed too dangerous.
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"The real question is whether key Persian Gulf states have concluded that regional stability and economic normalization with Iran now serve their interests better than continued confrontation."
Reuters reports that the UAE may have discussed unlocking billions of dollars for Iran as part of a broader de-escalation framework. Abu Dhabi has officially denied the story, so caution is warranted. - Still, the report highlights an interesting dynamic inside the UAE itself. - Historically, Dubai and the Al Maktoum family have maintained a more pragmatic approach toward Iran, reflecting the deep role of Iranian capital, trade networks and expatriate communities in Dubai’s economy. Even during years of sanctions, Dubai remained one of Iran’s most important commercial lifelines. - Abu Dhabi and the Al Nahyan leadership, by contrast, have traditionally viewed Iran primarily through a security lens: missiles, regional influence, maritime security and the IRGC. - If discussions of this kind really took place, they may reflect the convergence of these two perspectives. - What is particularly notable is Reuters’ reference to meetings involving Sheikh Tahnoun bin Zayed. If accurate, this would suggest that any outreach to Tehran is no longer merely a Dubai commercial preference, but a strategic calculation by Abu Dhabi itself. - In that sense, the most important question is not whether the figure was $10 billion, $20 billion, or nothing at all. - The real question is whether key Persian Gulf states have concluded that regional stability and economic normalization with Iran now serve their interests better than continued confrontation. #Iran reuters.com/world/middle-eas…
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This development undermines one of the core assumptions behind the Abraham Accords: that normalized relations between Israel and the conservative Arab states could facilitate a more effective containment of the Islamic Republic. Iran's actions and the response from the Arab world has turned to this assumption on its head.
The growing rapprochement between the UAE and Iran undermines a key assumption that has shaped much of the Israeli debate over the past year, namely, that Gulf states would move closer to Israel, expand the Abraham Accords, or even support a more confrontational regional posture toward Tehran in the wake of the war. In reality, many Gulf states are deeply frustrated with Israel. From their perspective, they were drawn into a regional crisis that imposed significant economic and security costs on them. Since the strikes on Qatar, many in the Gulf increasingly view Israel not as a source of stability, but as a potential driver of regional escalation. As a result, there is little prospect of major new normalization steps with Israel absent dramatic progress on the Palestinian issue. Gulf leaders understand that the Iranian regime is not going anywhere, and they see no strategic benefit in trying to isolate Tehran or push it into a corner. This does not mean that Gulf states have become naïve about Iran. They remain deeply aware of the challenges and threats posed by Tehran. However, their preferred strategy is de-escalation and coexistence rather than confrontation. From their perspective, maintaining channels of communication with Iran is a necessity, not a choice. #IranWar‌
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