Hayabusa
Registered Member
You are still treating “Iran has not surrendered” as meaning “Iran has not lost leverage.” Those are not the same thing.
The main leverage they have is controlling the output of oil in the strait of Hormuz. Oil exports have definitely dropped. That is leverage and they definitely have not lost it.
If you think US is the only one who can circumvent through this, then so can Iran. So is not exactly losing leverage because Iran is adapting as well.
No agreement comes with a guarantee. That is why hostile states use phased implementation, verification and reciprocal steps. If American bad faith makes negotiations pointless, then why are you praising Iran for combining diplomacy with deterrence? Either negotiations can protect Iranian interests or they are meaningless. You cannot argue both.
You focus on black or white scenario yet casually ignoring the grey region that exist. "American bad faith" as you put is actually negotiations to buy time. Iran has already experienced this last year, and even way before that when they tore up the JCPOA. Of course Iran is not going to be stupid to fall for that same trap again and they know where exactly US interest lies.
Land routes may keep some essential trade moving, but they cannot replace maritime oil exports. Iranian crude loadings have fallen from roughly 2 million barrels per day in March to around 220,000 - 255,000 in August. even iranians are saying that replacing the capacity of a single cargo ship would require around 2,500 trucks. That is damage control and downward shift of leverage.
Which is why I mentioned minimal economic activity. No doubt a super tanker will be the optimal scenario. But that doesn't mean they cannot adapt and sell its oil. There is always a way and Iran is still far from cracking yet. US itself has a very big problem of maintaining that blockade on a longer term. Like I mention, Iran has time on itself and US doesn't.
Iran attacking US bases proves that it retains retaliatory capability. It does not prove that its overall position has not deteriorated. The US is still striking Iran, restricting its oil exports and operating around Hormuz. Deterrence that cannot deter those actions is clearly not the unlimited leverage you are presenting it as.
Don't put words in my mouth. I did not claim unlimited leverage. They have a very strong leverage and it's geography is already extremely advantageous to it. It's not going to be removed unless Iran specifically decides to surrender.
If you claim Iran's strikes are just retaliatory, then the same can be same about US. They are unable to deter Iran from launching its counter-attacks either on the exporting ships or its bases.
And yes, it's overall position is declining as well because they have completely no answers to Iran's capability, which has been thought out for decades.
Iran may still deny regime change and eventually secure an acceptable outcome. But merely surviving while losing leadership, infrastructure, exports and bargaining space is not yet victory in my books atleast. My argument remains that Iran had better leverage earlier and failed to cash it in. What it might achieve later does not erase that mistake.
You are entitled to your opinion and that's fair enough. However, my argument to you is this? Even if Iran had cash in on those terms, what makes you think that agreement would prevent US from ripping it up and proceeding to attack Iran again in a distant future? Jun'25 only emboldened Trump to go for Feb'26. To frame it as a mistake, is actually enveloped with a lack of foresight. There was nothing that could have guaranteed peace. Iran's strategy right now is to hold out till the next president takes charge.





