Mere hours before Trump’s 8pm Tuesday deadline yesterday, Pakistan’s government contacted Iran with a US-written proposal for a two-week ceasefire, explicitly stated to also include Lebanon, during which they would negotiate a permanent end to the war on the basis of Iran’s 10 Points. Among other things, these points include 1) maintaining strict control (joint with Oman) over Hormuz, complete with a toll; 2) the end of sanctions on Iran; 3) keeping their enriched uranium; 4) a withdrawal of US forces from the Middle East [stated by the Supreme Leadership Council but not in the 10 Points, so who knows], and 5) some plausible guarantee that Iran would never be attacked again. I’ve heard rumors that China may have prodded Iran to accept these terms.

In theory, these are relatively confident and maximalist demands. In practice, Iran has already achieved military and economic control over Hormuz and the withdrawal of many US troops and bases from the region, so at least a few of Iran’s demands are, to a greater or lesser extent, already achieved, and with little hope for an increasingly exhausted US to undo these achievements short of nukes.

A couple hours after the ceasefire, the Zionist entity began a wave of airstrikes in Lebanon, killing hundreds of civilians, as well as flying drones into Iranian airspace. This was a strange move to make even if you assume - very sensibly - that the US is completely agreement non-capable: why not agree to the ceasefire and simply pretend to negotiate for two weeks while regrouping/repairing what assets you can and then start hitting Iran again?

One theory is that the Zionists are testing to what degree Iran is actually willing to have solidarity with Lebanon and Hezbollah. While the Resistance has been relatively united since October 7th, the formation of separate peaces instead of negotiating terms as a united front has been a major exploitable weakness. Alternatively, it’s been proposed that the US didn’t even consider using the ceasefire to regroup and deceive Iran, and that Trump merely wanted a way to chicken out of his threat on Iran’s electrical grid - the fact that US officials have since stated that Iran’s 10 Points were not the same ones they agreed to is a point supporting this, I suppose. If the conflict resumes and Trump does not deliver another 48 hour deadline (and/or makes it something silly like a month from now) then this could be the explanation.

From Iran, I am getting the sense that a lot is happening behind the scenes. Statements from top officials like Araghchi have stated quite plainly that there will be no ceasefire and no negotiations unless the Zionists stop attacking Lebanon, but as of ~24 hours after the ceasefire began, there has been no significant military response from Iran yet. There have apparently been phone calls between Araghchi and numerous regional officials, but it is unknown to what end. All the while, the global economic situation continues to deteriorate. Over the next week or two, the last tankers that left Hormuz before it closed will arrive at their destinations. If the missile exchanges begin once more, then the West, much like most of the rest of the world, will be experiencing all sorts of fuel, energy, food, and product shortages while trying to justify why they broke the ceasefire to kill more Lebanese civilians.