
Pakistani Prime Minister Shehbaz Sharif announced on June 14, 2026, that the US and Iran had agreed to a deal ending the war. The agreement will be officially signed on June 19 in Switzerland. President Donald Trump hailed it as a triumph on Truth Social, claiming the Strait of Hormuz is open, the US blockade lifted, and oil flowing again. However, Trump did not mention Iran's nuclear program or its enriched uranium stockpile, one of the main reasons cited for starting the war. The nuclear issue, along with ballistic missiles and Iran's proxies, has been deferred for 60 days, raising questions about the war's purpose and what the US achieved.
As an international and nuclear security expert, I believe the answer is 'nothing'—and in the process, the US lost credibility as a negotiating partner. The rationalist theory of war, developed by political scientist James Fearon in 1995, identifies three problems that drive states to war: incomplete information about each other's resolve, inability to credibly commit to a deal, and indivisibility of the issue in dispute. The war clarified the first reason, as each side saw what the other would do. But it could not solve the nuclear commitment problem, which has deep roots in US-Iran relations.
Iran adhered to the 2015 Joint Comprehensive Plan of Action (JCPOA), which restricted its nuclear program. The IAEA verified that Tehran kept enrichment at 3.67% and stockpile under 300 kg. But the US withdrew in 2018, and Trump later called it "the worst deal ever." Iran returned to negotiations in 2025, but the US and Israel bombed Iran while talks were ongoing. In February 2026, negotiations were again underway 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 deals, making Iran insist on guarantees and sanctions relief before signing.
The indivisibility problem explains why the nuclear question is hardest. Most disputes can be split—sanctions can be lifted gradually, and even a nuclear program can be limited, as seen in the JCPOA. But the US demand for zero enrichment and Iran's claim of enrichment as a sovereign right cannot be split. The current deal does not cap enrichment or eliminate the nuclear program; it ends fighting, reopens the Strait of Hormuz, and defers core issues to 60-day negotiations. Trump claimed Iran would suspend enrichment for 15-20 years, but the deal lacks verification mechanisms.
In essence, the Trump deal is a ceasefire agreement, not a nuclear agreement. It returns to the status quo at a high cost, leaving the fundamental questions unanswered. The war settled the information problem but not the commitment problem. Neither side can yet make a credible promise, and the 60-day window is a test of whether the ceasefire holds. The US lost credibility, and Iran has little reason to trust future promises. The deal solves nothing in the long term, as the core dispute over Iran's nuclear program remains unresolved.
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