Shehbaz Sharif, Prime Minister of Pakistan—the key negotiator between the US and Iran—announced on June 14, 2026, that the two sides had agreed on a deal to end the war. It will be officially signed on June 19 in Switzerland.
US President Donald Trump announced it on Truth Social as a triumph, claiming that the Strait of Hormuz is open for everyone, the US blockade has been lifted, and the oil is flowing again. What Trump did not mention was Iran’s nuclear programme and what happens to its enriched uranium stockpile, one of the main reasons cited for starting the war.
The nuclear issue, along with core issues such as ballistic missiles and Iran’s proxies, has been deferred for 60 days.
This raises two important questions: What was the war actually for? And what did the US achieve?
Experts say the answer is nothing and in the process the US lost credibility as a negotiating partner.
The hardest question
The “rationalist theory of war,” as developed by political scientist James Fearon in 1995, identifies three problems that drive states to war when they would prefer to reach a deal: incomplete information about each other’s resolve; the inability to credibly promise a deal or commitment; and what international relations scholars call the indivisibility problem – when the thing in dispute cannot be split or shared, because it leaves no middle ground to settle on.
The war clarified the first reason. Each side saw what the other would actually do – how much force the US was willing to use and what Iran could absorb while still staying in the fight.
What the war could not solve was the nuclear commitment problem. And this goes far back between the US and Iran.
Iran adhered to the 2015 Joint Comprehensive Plan of Action, the landmark nuclear deal that restricted Tehran’s nuclear programme. The International Atomic Energy Agency verified that Tehran kept uranium enrichment to 3.67 per cent and its stockpile under 300 kilograms – a concentration used to fuel a power reactor but far too low for a weapons programme.
But the US walked away in 2018, and Trump later called it “the worst deal ever” over its sunset clauses and on its silence on Iran’s ballistic missiles.
Iran returned to negotiations in 2025, and the US and Israel bombed Iran while those talks were still taking place. Similarly, in February 2026 the negotiations were ongoing and a deal was within reach when Israel and the US struck Iran – killing Supreme Leader Ali Khamenei and lead negotiator Ali Larijani.
The US has demonstrated a record of reneging on its deals and breaking the negotiating process. Which is why Iran now insists on guarantees and demands sanctions relief before signing a deal, and not just good faith.
The third problem of indivisibility.Most disputes can be split. Sanctions, for example, can be lifted by degrees. Even a nuclear programme can be split. What cannot be split is the US demand for zero uranium enrichment and Tehran calling uranium enrichment a sovereign right.
A deal, a war and a ceasefire
The 2015 nuclear deal also limited Iran’s centrifuges – the machines that do the enriching – and placed Iran’s nuclear programme under the most intrusive inspections, all in exchange for sanctions relief.
The nuclear question was not part of the 2015 deal – it was the actual deal.
During the June 2025 negotiations with Iran, and again in February 2026, the US position was about the nuclear programme, but in the opposite direction from the Joint Comprehensive Plan of Action. It was not about limits but the total elimination of Iran’s nuclear programme.
Also read: Will Iran replay 1979 against Trump?
In both rounds of talks, Washington’s envoy, Steve Witkoff, demanded zero enrichment and the dismantling of Natanz, Fordow and Isfahan – Iran’s three most important nuclear sites. Iran called enrichment a sovereign right and refused.
Both rounds of negotiations ended in bombings.
The current deal to be signed on June 19 does not put a cap on Iran’s enrichment, nor does it discuss the elimination of its nuclear programme. It ends the fighting, reopens the Strait of Hormuz and consigns enrichment, the stockpile, missiles and Iran’s regional proxies to 60-day negotiations.
In a recent interview, Trump said he was in no rush to remove the near-bomb-grade fuel still buried under the bombed sites. He claimed Iran would suspend enrichment for 15 or 20 years and enrich only for non-military purposes.
In the Joint Comprehensive Plan of Action deal under President Barack Obama, the nuclear question was addressed where 97 per cent of Iran’s stockpile was shipped out of the country and the cap was a verified fact.
Because it doesn’t address any of these issues, the Trump deal is a ceasefire agreement, not a nuclear agreement.
A costly return to the status quo
The war settled the information problem but the commitment problem remains. Neither side can yet make a promise the other believes, least of all an Iran whose negotiators were killed.
And experts believe the indivisibility problem is now worse. The question of zero enrichment versus a sovereign right cannot be split. The current 60-day deferral is not a resolution. It is the same unsolved problem with a clock attached.
The one thing that could change is American restraint. If Washington holds Israel from striking Iran and Lebanon, it can slowly rebuild its credibility that was destroyed by the two wars. And that is a real challenge for the Trump administration.
Even as the deal was being finalised, Israel struck Beirut, the kind of action that can derail any talks.
The 60-day window should be read not as the path to a settlement but as the interval or pause before the next one fails.
Iran emerges with its enrichment knowledge intact, its stockpile buried and fresh reason to believe that only a nuclear weapon would have deterred the US-Israel attack.
But Iran also knows that it stood its ground and was able to strike US bases and allies in the region. It has discovered leverage it did not previously know it held. The Strait of Hormuz has proved a better deterrent than the nuclear bomb.
The Strait is open, the oil is flowing, and the question the war was fought over sits exactly where it began. Thousands of lives were lost to arrive back to square one. Nobody has won, though both sides will say they did.
Via The Conversation
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