Iran Nuclear Program News & Analysis

Geopolitics Weekly (Trump Tariffs Nullified, Iran Talks, Rare Earth Magnets)

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This week we examine the potential impact of new protests on US-Iran negotiations, fallout from the US Supreme Court striking down President Trump’s landmark tariff policy, new rare earth magnet facilities in India and the United States, and the potential for faster-than-expected rate hikes in Japan.

Israel Strike Prospects on Iran in 2026: High-Risk Equilibria

cc Major Ofer, Israeli Air Force , modified, https://commons.wikimedia.org/wiki/File:IAF-F-35I-and-F-16I-nf.jpg / The

The risk of a new round of Israeli strikes against Iran is shaped less by a discrete ‘decision’ than by an unstable equilibrium left unresolved by diplomacy, deterrence signaling, and regional de-escalation.

Israel Mulls New Iran Strikes as Strategic Restraint Collapses

An F-15E Strike Eagle assigned to the 494th Fighter Squadron, Royal Air Force Lakenheath, England, emerges from a protective aircraft shelter in support of exercise Juniper Falcon May 8, at Uvda Air Base, Israel. Juniper Falcon 17 represents the combination of several bi-lateral component/ Israeli Defense Force exercises that have been executed annually since 2011. These exercises were combined to increase joint training opportunities and capitalize on transportation and cost efficiencies gained by aggregating forces. (U.S. Air Force photo/ Tech. Sgt. Matthew Plew)

A month of accelerating developments, including missile tests, executions, high-level signaling, and military warnings, illustrate a dangerous reality: both Israel and Iran believe they are prepared, and both are looking to deter the other through strength rather than compromise.

Regime in Crisis? Iran’s New Strategic Dilemmas

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How Iran navigates the new normal of Middle East geopolitics will shape not only its own regime survival but also the stability of an already volatile region.

Regime Change in Iran: The Geopolitical Stakes

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What makes Iran so important to global geopolitics? And how would a regime change impact great power rivalries involving Russia, China, and the West?

How Israel Could Strike Iran’s Fordow Nuclear Facility

Stylized image made to represent Fordow facility; created by ChatGPT on 6/20/2025.

The destruction of Iran’s buried uranium enrichment facility at Fordow is central to Israel’s war plans. But success won’t come easy, nor will it last very long.

Israel’s Endgame in Iran: Collapse, Not Containment

cc IDF Spokesperson's Unit, modified, https://commons.wikimedia.org/wiki/File:Idf_drone5.webp

The nuclear issue is a visible and urgent pretext, but the real structural goal is to weaken and ultimately dismantle the Iranian regime through a comprehensive strategy of attrition.

Iran Pulls Back Proxies as Nuclear Talks Resume

cc kremlin.ru, modified, http://en.kremlin.ru/events/president/news/50745

Iran appears to be dialing back proxy activity in Yemen and Iraq amid bilateral nuclear talks, but this isn’t necessarily a paradigm shift in the making.

Iran Negotiations Are Likely to Fail

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Despite initial descriptions of the talks as “constructive” the prospects for a sustainable agreement remain bleak.

Trump 2.0 & Iran: Same Pressure, Different Middle East

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Though the ‘maximum pressure’ of the first Trump administration was unsuccessful in deterring Iran, it’s about to make a comeback – and this time in a much more volatile Middle East.

Israel’s Iran Strike: A New Power Dynamic in the Middle East

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With Israeli strikes now landing inside Iran, Tehran faces a dilemma in managing a conflict that has historically been fought via indirect means.

Iran Nuclear Program Nears “Breakout”

cc US Department of State, Wikicommons, A view of the Blue Salon at the Palais Coburg hotel in Vienna, Austria, the 19th-century, Neoclassical former palace for Prince Ferdinand of Saxe-Coburg, where most of the bilateral meetings between the United States, other P5+1 countries, European Union, and Iran took place, as well as one-on-one meetings between Secretary Kerry and Iranian Foreign Minister Javad Zarif. Secretary Kerry sat on the left side of the table, third chair from the bottom, and Minister Zarif sat directly across on the right side of the table. [State Department photo/ Public Domain]

The post-JCPOA Iran nuclear program is edging toward the ‘breakout’ point, leading to some difficult choices for the next US administration.

Why Iran Chose to Provoke Pakistan

cc https://commons.wikimedia.org/wiki/File:Zolfaghar_99_-_Qader_missile_%2806%29.jpg, Medhi Marizad, modified

Domestic issues are likely behind a recent strike on Pakistan, but the swift and in-kind reaction undoubtedly caught Tehran by surprise.

Iran Bends under Weight of US ‘Maximum Pressure’

A picture from the Tehran protests of 2009, cc Milad Avazbeigi, modified, https://commons.wikimedia.org/wiki/File:Tehran_protests_(2).jpg

New nationwide protests are heaping pressure on the Rouhani regime; but all routes to a political solution remain blocked off.

Backgrounder: Trump’s ‘Maximum Pressure’ Campaign toward Iran

Trumpspeech, public domain, modified, https://www.ang.af.mil/Media/Article-Display/Article/1343697/president-trump-speaks-at-193rd-special-operations-wing/ (U.S. Air National Guard photo by Staff Sgt. Tony Harp/Released)

Maximum pressure is working – just not in the way that US officials had hoped it would.

Is Iran’s Rouhani Administration on Borrowed Time?

RouhaniMeeting, cc Kremlin.ru, http://en.kremlin.ru/catalog/persons/362/events/50391/photos/41866, modified,

The usually opaque factional infighting of Iranian politics has spilled out into the open, highlighting a Rouhani administration that’s teetering on the brink.

Iran Oil Industry Feels Bite of US Sanctions

CC 4.0, https://commons.wikimedia.org/wiki/File:Hassan_Rouhani_press_conference_following_2017_election_victory_12.jpg, This is an image from the Tasnim News Agency website, which states in its footer,

Less than a year out from President Trump’s May 2018 announcement that the United States is withdrawing from the JCPOA, Iran’s oil industry is struggling more than many anticipated.

Backgrounder: Iran’s Military Strategy in the Persian Gulf

An S-300 anti-aircraft system missile launcher in a Russian military parade. , modified, cc SLonoed, https://commons.wikimedia.org/wiki/File:Side_view_of_a_S-300_launcher.JPG

Iran’s military strategy calls for asymmetric warfare against a much more powerful foe in the United States, with a focus on increasing the military and economic costs of any potential conflict.

Global Forecast (11-05-2018)

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Ebola spreading in DRC, Bank of Japan mulling an end to Abenomics, and Iran finds itself under US sanctions once again.

Iran Sanctions: The Triumph of Short-Term Thinking

RouhaniModi, cc Flickr Narendra Modi, modified, https://creativecommons.org/licenses/by-sa/2.0/

Iran sanctions are disruptive for both energy markets and US strategy toward the Middle East.

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