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Seyyed Mohammed Marandi, a professor at Tehran University and former adviser to Iran’s nuclear negotiators, joins the discussion amid rising tensions around Iran. He notes that the Strait of Hormuz has been temporarily closed for Iran’s military exercises, describing it as unprecedented and potentially a warning, while the United States continues to accumulate assets in the region, including the USS Gerald Ford entering the Mediterranean. He observes that given the scale of U.S. assets, it will be hard to reverse the momentum, and wonders how Iran views the severity of the situation and what an off-ramp might look like. From the outset, Marandi says a major confrontation seems likely, though it’s unclear whether it would involve actual military aggression. He asserts that the Zionist regime, the Zionist lobby, and the so-called Epstein class in the West would do anything to aid the Israeli regime, citing the U.S. ambassador to Israel who said that if the regime takes the whole region, that would be acceptable. He argues that Iran, Hezbollah, and the resistance in Iraq are the principal forces resisting the “greater Israel project,” while other regional governments—Erdogan, the Emirates, Egypt, Qatar, Jordan—are part of the American empire and unlikely to prevent Israeli gains until it is too late. He states that Iran will not back down and that there is no scenario in which the Americans win a potential war. Marandi emphasizes that Iran has said it would shut down the Hormuz if attacked, and that this would not be a last-resort measure. He recalls that in the twelve-day war (presumably 2021-2022), the conflict mainly involved Iran and the Israeli regime, with the Americans carrying out a token strike and not destroying the global economy; Iran does not desire to cause global economic suffering. He argues that Iran has friends worldwide, and ordinary people in many countries desire peace and the ability to earn a living. He contends that Gulf monarchies hosting U.S. bases have contributed to planning against Iran, and that Iran and its allies would respond with strong measures. If attacked, Iran would do everything to protect itself and would hit hard to bring down the global economy; the war would be costly and devastating for the United States and its Western allies. Regarding U.S. strategy, Marandi says the American plan for surprise is central, and he doubts Washington can win without a full-scale ground invasion, which would be economically unfeasible for the United States. He argues that the on-the-ground resistance in Iraq and Yemen, and the potential instability of Gulf regimes, would tempt political upheaval in those states. He asserts that the longer the conflict lasts, the more irreversible the damage, with Iran’s drones and missiles capable of striking oil facilities, ports, and ships across the region, threatening Gulf and Caucasus oil flows. Marandi critiques Western media coverage, accusing it of fabricating or inflating numbers about Iranian casualties and portraying Iran as the aggressor. He points to demonstrations in Iran—millions in Tehran and across the country on February 11—versus Western reports that try to depict the opposite, and he argues that independent Western journalists who witnessed Iranian demonstrations were attacked and smeared for challenging the narrative. He says the media’s role is to lay groundwork for war, and that in his view the “Epstein class” in the West has exposed itself. On negotiations, Marandi says the United States publicly focuses on Iran’s regional allies and military capabilities, not on the nuclear deal, and that Iran will not discuss its regional policy. He notes Iran’s insistence on negotiating with the Americans directly (not in a multilateral format) and in Oman, while observing that the talks are often used as deception. He asserts that Iran restarted indirect talks to show that it is not the aggressor, and that Tehran remains prepared for war but not initiating it. He argues that Iran’s preparations have strengthened its capabilities since the twelve-day war, with more drones and missiles directed at the United States and its proxies, and that Iran’s underground bases and air defenses have advanced. Concluding, Marandi says the window for a U.S. decision is limited by the regime’s costs, and that Iran’s home-field advantage, the widespread unpopularity of Gulf monarchies, and the broader resistance in the region would shape the outcome. He believes a U.S. victory is impossible, describing a scenario where, after heavy destruction and economic collapse, Trump would be forced to retreat under the guise of victory, with the West blamed for the catastrophe. He asserts that Iran will defend itself and that the global economy would suffer far greater damage than Iran’s own infrastructure, with mass movements of people worldwide as a consequence. He closes by affirming his commitment to continue communicating despite the risks.

Glenn (Speaker 0) and Seyed Mohamed Marandi discuss the posturing and developments in the Iran–US confrontation around May 2026, focusing on the Strait of Hormuz, regional dynamics, and potential war trajectories. - Glenn notes that the United States had announced it would break open the Strait of Hormuz and that conflicting reports followed, seeking clarity on whether the conflict was moving toward all-out war. - Seyed Marandi says the situation is moving toward all-out war. He explains that the Americans initiated a new stage by attempting to carry out an operation to take ships out of the Strait of Hormuz, which did not succeed; instead, civilian boats were destroyed, and there were no military boats involved according to Iran. Iran is not using its military boats in these circumstances; it is using missiles as warnings, to avoid initiating a full war. - He states the Americans bombed boats carrying goods, resulting in five civilian deaths, citing news reports but noting Western media often follows the official narrative. Iran issued a statement blaming the Americans regarding Emirati targets being struck, though he acknowledges it could be read as either an American action or as American fault for the Emirati strikes. - Marandi asserts the operation was a failure for the United States: the Strait of Hormuz was not opened, and the Emiratis suffered damage. He describes the Emirates as an ally of the Israeli regime, noting its distancing from other Arab states, leaving OPEC, and paying for social media campaigns to shape public perception. He observes worldwide street sentiment toward Iran is largely supportive, except among Wahhabi/Salafi groups aligned with intelligence agencies and those who historically opposed Iran. - He contends that the global economy is entering a crisis phase: high oil and energy prices and rising food costs are the “fever,” with supply chains at risk of collapse and the global economy vulnerable to interruptions in any single link. He argues Iran’s economy is a “resistance economy” under siege for decades, while other global economies are more interlinked and fragile. - On troop movements and targets, Marandi says large US troop numbers and equipment have been deployed in the region, with many ground troops potentially based in Kuwait, Bahrain, and the Emirates; air refueling and other assets involve Saudi Arabia, the Israeli regime, and Qatar. - Glenn asks why the UAE is disproportionately aggressive toward Iran compared with Saudi Arabia or Qatar. Marandi explains the UAE’s alignment with Israel, its departure from OPEC, and the perception that striking Emirati targets amounts to striking Israeli targets. - They discuss predictability of Iran’s strategy: Marandi has long warned Iran would disrupt oil and gas production; he notes Iranian officials have historically warned about the Strait of Hormuz. He criticizes Western analyses of Iran’s capabilities as underestimating Tehran’s military and strategic sophistication, while Western narratives have repeatedly expected Iran to collapse in various wars, which Iran has repeatedly resisted. - On the potential course of a renewed war, Marandi outlines two broad scenarios: a short, intense clash with limited strikes on non-critical infrastructure could provoke a strong Iranian response, including missiles at Israel and allied targets; a more extensive war targeting Iran’s critical infrastructure, such as power plants and bridges, could devastate Persian Gulf countries and precipitate a global economic downturn. He emphasizes that Iran has historically avoided targeting civilians, but warns that destruction of critical infrastructure could force populations to flee. - Regarding escalation and timing, Marandi argues the Americans misjudged Iran’s resolve and that Tehran has rebuilt assets and developed new capabilities since ceasefire discussions. He suggests Trump’s aim may have been to probe whether Iran would capitulate or escalate, a calculation he believes underestimated Iran’s preparedness. - He predicts that the scale and duration of escalation will hinge on American choices: the Red Sea’s closure and Gulf actions depend on how far the United States escalates, what targets are attacked, and how long the strikes last. In general, he contends that the world economy’s vulnerability will intensify with any extended or severe conflict, particularly if critical infrastructure is targeted. - In closing, Glenn and Marandi acknowledge the peril of the situation, with Marandi urging awareness of the broader implications, including regional stability and global economic impacts, and both hoping for a path away from further escalation.

The dialogue centers on the current crisis between the United States and Iran, two weeks after a previous discussion. The speakers outline the evolution of events, the prospects for negotiations, and the broader political and ideological context driving the confrontation. Key events and the trajectory of negotiations - Speaker 1 describes recent moves as undermining talks: “Trump announced this blockade, which is an act of war under international law. … And then they were supposed to have a second round of negotiations … and The US shot at an Iranian ship, took over the ship, took the crew hostage.” Negotiations are framed as lacking good faith, with derisive language used by Trump toward Iran. - The atmosphere is described as deteriorating: “democracy diplomacy is not doing well. More chances of a military confrontation.” - There is concern over a potential new round of attacks by the US, and about the legality of continued operations beyond a sixty-day War Powers window without congressional authorization. Iran’s leverage, demands, and feasibility of a deal - The discussion centers on whether Iran’s demands—such as delaying nuclear negotiations, removing the blockade, and controlling who passes through the Strait of Hormuz and at what cost—are feasible for a deal. Speaker 0 notes Iran’s desire to delay negotiations and control Hormuz, while asking whether Trump would accept not getting any concessions and whether Iran’s price could be feasible for a settlement. - Speaker 1 counters that Iran has long-held leverage over Hormuz, which the US seeks to counter with pressure, and argues that both sides seek a diplomatic solution but with differing terms. There is an assertion that blockade of Hormuz is illegal and that Iran has a right to respond under self-defense if attacked. Strategic calculations and potential actions - The Strait of Hormuz is treated as a central strategic chokepoint; Iran’s coastal status and territorial waters are discussed at length. The possibility that Iran would shoot back if attacked is framed as legal self-defense, while the blockade is described as an act of war. - Speaker 1 entertains a mixed approach for Iran: “Both. I would advise Iranian leaders to do both. Give diplomacy opportunity if Trump is interested. … don’t accept bullying because if you accept bullying, then you have to hand over Iranian oil to Trump.” - There is acknowledgment that if Iran chooses to respond, it would be legal and within its rights to do so, given the blockade’s status. Regional dynamics and actors - The UAE’s actions are scrutinized: Israel’s presence and the UAE’s alignment with the US and Israel are discussed, including the UAE’s role in OPEC and broad regional ties. Speaker 1 characterizes UAE as having provided more support to US/Israeli aims and notes a “wrong decision” by the UAE in its current course, suggesting a potential recalibration. - Iran’s broader strategy of “resisting” is described as its single option, with emphasis on not accepting bullying or endless concessions, and with a call to pursue both diplomacy and sustained pressure. Ideology, governance, and internal critique - The conversation shifts to a discussion of the Iranian revolution’s ideology and its domestic implications. Quotes attributed to the late leader Ayatollah Khomeini are examined, with Speaker 1 arguing that translation matters matter and that Islam, properly understood, is a world religion that seeks justice, not domination. The claim is made that Islam is not inherently violent and that the misperception of Islam as a violent force is part of Islamophobia. - A critique is offered of Iran’s domestic social sciences: Iran’s engineering and medical achievements are praised, while the social sciences are described as underdeveloped and too reliant on Western frameworks. The suggestion is that Iran should develop indigenous social sciences to better guide policy and society, arguing that “Iran could do much more” in this area. Personal outlook and conclusions - The speakers acknowledge that both sides appear unwilling to yield on core issues, with a double-track approach suggested: pursue diplomacy when possible, but prepare to resist and potentially escalate if pressures persist. - The conversation closes with an openness to future discussions, including the possibility of a separate program focused on Iran’s internal dynamics and the revolution’s core tenets, to better understand regional concerns and policy decisions.

Saeed Mohammed Marandi, a professor at Tehran University and former advisor to Iran's nuclear negotiation team, discusses the status and prospects of a potential Iran–United States memorandum of understanding (MOU) and broader regional implications. Marandi says optimism is warranted but argues the Israeli regime’s attack on Beirut will change calculations. He asserts the attack aimed “to prevent a deal from happening” and to ensure that Iran and the United States do not agree on an MOU. He characterizes Iranian reasoning as: if the United States is not serious, or cannot control events, or is “playing good cop, bad cop,” then Iran has no reason to negotiate. He claims there was “close to an agreement” previously, but that a final text had not been achieved, despite statements by Trump and mediators that it was finalized. He describes a sequence of events: negotiations were close to a deal two or three weeks earlier, then Americans attempted to impose new conditions that stopped talks. He says Israelis attacked Beirut after that, Iran retaliated, and the United States began attacking Iran. He states that on Wednesday a Qatari delegation was sent to Iran to indicate the United States withdrew those conditions, leading negotiations to return to normal. Marandi then says a United States attack that Wednesday night is believed to have been intended to “hide the fact” that the conditions were withdrawn, so that any later agreement would appear to come from strength. Marandi outlines terms he says are already “what you already know” from weeks of discussion: lifting/waiving sanctions on Iran’s energy exports; releasing Iranian assets through a particular mechanism; ending the Gaza conflict and forcing the Israeli regime to retreat; ending a siege; Iran promising not to develop nuclear weapons; and normalizing civilian trade through the Strait of Hormuz. He adds that Iran says it will continue to control the Strait, receive fees from shipping, and not allow ships belonging to Iran’s enemies to pass. He emphasizes an internal Iranian debate on implementation assurances. Critics argue the United States cheated Iran under Obama in the JCPOA by failing to honor obligations after Iran implemented its side, creating concern that the same one-sided outcome could recur. He notes questions being raised: whether the United States will actually release Iranian assets; whether the Israeli regime will stop killing in Lebanon or continue occupying Lebanon; and whether assurances are adequate. Marandi says the attack on Beirut has pushed that intense debate aside for now because Iranians are focusing on Lebanon. He argues Israeli actions increase unity within Iran by reinforcing sensitivity to Lebanon-related red lines. He also argues Netanyahu’s actions undermine Trump politically, making it appear the U.S. is subordinate to Israelis and angering ordinary Americans, while also worsening the economic and energy crisis. On the Strait of Hormuz, Marandi says there is no final text and agreement is not imminent because of the Beirut attack and unresolved issues, especially assurances about stolen assets and whether U.S. forces will pull back. He describes competing positions: negotiators say Iran will control the Strait and impose fees while allowing ordinary shipping to pass normally; critics say the deal does not include adequate guarantees and that reopening the Strait would make it difficult to close later if one side violates commitments. Asked about regional change, Marandi says implementation of a deal would be a turning point, including symbolically forcing the United States to accept defeat in cases where it is not Iranian “capitulation.” He adds that even without a deal, he believes the region is moving toward countries recognizing that the United States is not protecting them, and toward models like Iran–Oman and Iran–Iraq. Marandi also links Western rhetoric and escalation to Iranian attitudes, citing Trump’s tweeted language about an “ultimate alternative” if Iran does not sign, which he reads as a nuclear threat. He expects a likely limited war, at least because Iran would probably respond to the Israeli regime regarding Beirut and because the “genocide” in Lebanon is too severe for Iran to ignore. He says he does not know the decisions “from the inside,” but argues the key question is who calls the shots—Trump or Netanyahu—and that each scenario delays negotiations and worsens prospects for an agreement. He concludes that the Beirut attack will have set back the U.S.–Iranian deal and could further derail it, at least for a while, as the economic crisis worsens.

Seyyed Mohammed Marandi, speaking from Islamabad where US-Iranian negotiations are taking place, says the talks have collapsed. He asserts that the United States behaved with arrogance, sought to dictate terms, and did not respect Iranian sovereignty or independence. He characterizes the Trump regime as having attempted to force Iran to lose and claims the United States is becoming an openly extremist regime, with media and think tanks reportedly naming negotiators as targets. He states that Iran is returning to its position after the collapse and that the situation remains open to future developments. The interviewer notes that Washington Post coverage and Western rhetoric have included calls to murder negotiators, and asks where the most difficult point in the negotiations was. Marandi responds that the United States does not accept Iranian sovereignty and wants control over the Strait of Hormuz; he says Iran views its nuclear program as legitimate and legal within international law, while the United States demands capitulation. He argues the US was not serious from the outset and suggests the talks may have been a ploy to gather more information about individuals, though Iran sought to engage publicly to demonstrate a search for solutions. He mentions that doctors Vandebaut and the speaker of parliament made the right move in engaging publicly but had long been skeptical about any meaningful outcome. Marandi notes significant regional context: the Israeli regime is reported to be slaughtering civilians in Lebanon and Gaza, while Western media and governments are said to overlook these actions. He predicts a high likelihood of renewed aggression against Iran and asserts that Iran has spent the 40-day war reorganizing and strengthening its defensive and offensive capabilities, having learned from prior conflicts. He emphasizes that Iran has not initiated wars since the revolution and that responses have followed Western escalations. He argues that there are no factions within the Trump regime that are distant from the Zionist lobby and asserts that the negotiations showed that Vance and his aides intended to push for capitulation, not a negotiation. The discussion then turns to possible mechanisms for peace, including US opposition to Iran’s control of the Strait of Hormuz and potential toll arrangements involving Iran and Oman. Marandi says he has not been briefed on the latest details but that the issue was discussed; he reiterates that Iran’s control of the Strait is in accordance with international law, even as he notes the law of the jungle prevailing in practice. He asserts that Iran did not carry out aggression and that US demands are unacceptable at multiple levels. Marandi expresses optimism about regional dynamics, arguing that Western narratives are unreliable and praising Iran’s stance and sacrifices by groups like Hezbollah in Syria and Palestine. He contends that the empire will be defeated and that the Islamic Republic will emerge as a power in Western Asia, opposing ethnosupremacism and genocide. Regarding potential US actions if negotiations end, Marandi warns that the US could attack, but Iran would retaliate by destroying oil and gas infrastructure in the Persian Gulf, potentially leading to a broader energy crisis. He contends that any blockade would further harm the global economy and asserts that Trump’s course could push the world toward a global economic depression. He attributes US incentives to the Israeli regime rather than American public interest, suggesting that certain US allies’ priorities align with Israel over global stability. He says he will seek to obtain a fuller picture on the ground upon returning from Islamabad and notes that Vance’s tone appeared more positive than Kushner or Wittkopf at times, though the situation remained fluid.

In a discussion with Glenn about rising US-Iran tensions and the prospect of war, Syed Mohamed Marandi, a professor at Tehran University and former adviser to Iran’s nuclear negotiation team, outlines several key points and scenarios. - He asserts that Iranians are preparing for war, with the armed forces building new capabilities and underground bases, while ordinary Iranians remain calm and continue daily life. He notes large demonstrations on February 11, with up to 4,000,000 in Tehran and 26–34,000,000 nationwide, seen as a show of solidarity against what he calls Western “rioters or terrorists” and against aggressive posturing by Israel. He stresses that Iran government negotiations will be framed around Iranian sovereignty: Iran will not negotiate who its friends are, who its allies are, or give up its rights to a peaceful nuclear program or enrichment, but could consider a nuclear deal. He argues any new deal would not revert to JCPOA terms given Iran’s technological advances and sanctions. He says a deal is unlikely under current conditions, though not impossible, and that even with a deal, it wouldn’t necessarily endure long. Ultimately, Iran is portrayed as preparing for war to deter aggression and preserve sovereignty. - The conversation discusses broader regional security, linking Israeli-Palestinian issues to potential peace. Marandi argues that Zionism has ethnosupremacism and that Western media often whitewashes Israeli actions in Gaza, the West Bank, and Lebanon. He emphasizes that a genuine peace would require recognizing Palestinian humanity and restoring fair treatment, arguing that a one-state solution could be the only viable path given the West’s failure to secure a lasting two-state arrangement. He contends the West has allowed colonization of the West Bank and that only a one-state outcome will resolve the situation, while portraying growing international hostility toward the Netanyahu regime and Zionism, including among young Jews. - On possible US strategies, Marandi rejects the notion of token strikes, arguing that even limited actions would invite broader conflict and potentially false-flag provocations that could be used to escalate toward war. He warns that Iran would respond with full force and could target US bases, naval assets, and regional interests, potentially shutting the Strait of Hormuz or sinking ships, with widespread economic ramifications. He predicts a regional war involving Iran’s allies in Iraq (where PMF played a key role against ISIS) and Yemen, and Hezbollah, suggesting that Arab Gulf regimes hosting US bases would likely collapse quickly in such a conflict. He stresses that Iran’s missile and drone capabilities are heavily focused on the Persian Gulf area and that war would be existential for Iran and its allies, but a dangerous, protracted challenge for the United States. - The potential consequences of US oil and petrochemical disruption are discussed. Marandi notes that Iran could retaliate against Iranian tankers or, conversely, seize Western tankers in response to piracy. He emphasizes Iran’s comparatively lower dependence on oil exports due to sanctions and sanctions-driven diversification, arguing that attacking Iran would backfire economically for the US and its allies. He also highlights that such a war would be regional, not just Iran versus the US, given Iran’s relationships with Iraq, Yemen, and other actors, and that Gulf regimes would be under immediate pressure. - Regarding current US leadership and narrative control, Marandi critiques the inconsistency of Western narratives around regime change, human rights, and democracy, pointing to the Epstein files as revealing a distrustful climate in Western politics. He argues Western media often uniformly pushes a narrative of Iranian repression while ignoring or whitewashing similar or worse actions by Western allies. He suggests that the lack of a cohesive, credible Western narrative signals a shift in geopolitical dynamics and could limit the ability to mobilize public support for aggressive actions against Iran. - They also touch on US-Israeli diplomacy, noting Trump and Netanyahu’s posturing and the Epstein documents’ potential implications. Marandi contends time is not on the side of aggressive policy, given midterm political pressures in the US and growing public skepticism about war, which could undermine leadership like Trump and Netanyahu if conflict escalates. The discussion ends with acknowledgment of the complexity and volatility of the situation, and gratitude for the opportunity to discuss it.

Professor Seyyed Muhammad Marandi and Glenn discussed the widening of the war and what Yemen’s entry means for the escalation, as well as how Iran interprets attacks on it and its own targeting. - Yemen’s entry into the war is described as very important. Marandi notes the United States previously waged war on Yemen last year and withdrew, which he says demonstrates Yemen’s significance. With the US engaged against Iran, its ability to focus on Yemen is reduced, giving Yemen more room to maneuver. Iraq’s resistance has been striking US targets and could go further; Yemen’s capabilities have likely grown, and its current targets are limited but could expand to striking Saudi oil facilities or entering the Arabian Peninsula, including potentially closing the Red Sea or striking Israeli and US assets. - He recalls past dynamics of the Yemen conflict, including the seven-yearSaudi-led campaign backed by much of the world, the blockade on Yemen that blocked medicine and food, and Yemen’s eventual leverage via strikes on Saudi oil and gas installations that contributed to a ceasefire. Today, Yemen could “easily take out Saudi oil installations and cut Saudi imports from the Red Sea completely,” and could blockade the Red Sea or strike Israelis or US assets in the Indian Ocean. He asserts Yemen has been developing capabilities swiftly, similar to Iran and Hezbollah, and argues the West consistently underestimates such actors. - The escalation ladder remains high, and if the US or Israel escalates, Iran’s side will escalate too. Global energy, fertilizer, and petrochemical shortages are increasing, intensifying international pressure on Trump and anger toward Israel and Netanyahu. Marandi believes Iran’s escalation dominance is present, although they have not yet demonstrated their maximum capabilities. - He references a book, Going to Tehran, as a contrast to US policy: if the US had chosen a different route a decade ago, the current critical situation might be different. Instead, he says policymakers listened to Zionist influence and a small oligarchy, leading to the current climate of possible catastrophe from the Mediterranean to the Red Sea, Iraq, and Iran. - On the US-Israel coordination, Marandi suggests joint operation is likely, pointing to an Israeli strike on the South Pars gas installation as a test that led to Iranian retaliation, and argues President Trump’s stated deadlines to strike Iranian infrastructure were used to manage markets, notably oil prices. He asserts the pattern shows the US delaying or intensifying threats for market control, while Iran retaliates when threatened. - Ground forces and potential deployments: UAE signals strongest engagement among Gulf states, with islands claimed by the UAE that Iran took in 1971. Marandi argues that no Persian Gulf Arab regime is capable of fighting effectively; their role is to provide bases, airspace, and territorial access for the US. Iran, however, has prepared for potential ground operations for decades and believes it could counter any invasion with underground bases and a wide range of weapon systems that go beyond missiles and drones. He posits scenarios where Iraqi forces and Yemen could strike into Kuwait or Northern Saudi Arabia, complicating US options. - Regarding resilience, Marandi emphasizes Yemen’s and Iran’s enduring capacity to resist: Yemen “won the seven-year genocidal war” against the US-backed coalition and is now more prepared; Iran’s resilience is linked to its Islamic and Shia identity, symbols like martyrdom, and a population that remains mobilized despite leadership assassinations and external pressure. He cites public demonstrations in Tehran and widespread civilian backing, as well as ongoing strikes and bombings against Iranian targets, which he says continue to provoke Iranian retaliation rather than deter it. - In terms of outcomes and negotiations, Marandi says Iranian demands will have to be met, though the method is negotiable: reparations could be pursued from regional actors like the Emirates and Saudis rather than the US. Iran would require benefits for its regional allies (Hezbollah, Yemen, Palestinians, Iraqis). He warns that without concessions, further invasion remains a risk, implying that time is not on the side of the West because energy and petrochemical shortages will escalate. He also emphasizes that the real core issue is control over oil, LNG, petrochemicals, and fertilizer, and that the US would face severe economic and social disruption if those supplies are cut off. - The conversation ends with a note of hope that, despite the grim prospects, there is optimism for a better future, even if the days ahead look darker.

The Quincy Institute’s executive vice president Trita Parsi discusses the risk that the U.S. goes to war with Iran again and how the dynamics of the last round may shape a new one. He says the risk of war has significantly gone up, though it is unclear whether it is above 50%. He argues the Beijing meeting between Trump and Xi delivered very little to the American side, noting that the Chinese statement about wanting the Strait open is described as “vanilla” and not meaningful because it depends on definitions of “open” and Iran’s control versus traffic flow. Parsi contrasts U.S. desires to “regionalize” the mechanism with China’s arrangement to get its ships out. He links recent increases in hostile rhetoric to a pattern of failures: the blockade of the blockade failing after the blockade itself and war threats failing, suggesting the Trump administration is being pushed toward another escalatory move. He also says Iran is “almost counting on an attack” while negotiations remain far apart on key issues, and he describes U.S. inflexibility in meeting “maximum demands.” On nuclear and related Chinese positions, Parsi says China’s stance aligns with the NPT and that China and other P5 states seek to preserve privileged status as nuclear weapon states. He contrasts China never saying Iran should not enrich with a hypothetical supportive signal that would have been made by calling for no enrichment. Discussing what could differ in a second round, Parsi critiques how Trump handled Iran’s “10 plan”: Trump publicly claimed the ceasefire would be based on Iran’s 10 proposal, but once negotiations started, he pursued a different approach. He then outlines U.S. hawks’ pushes for attacking Iran’s power grids and oil installations and even potentially destroying the state. He says assassinations and limited actions have not led to regime collapse, and that what has not been done is going in with ground troops, taking an island, or going after energy infrastructure. Parsi argues that targeting energy assets would prompt Iranian counter-escalation against GCC oil infrastructure, shifting the crisis from a bottleneck to a production problem that would drive oil prices above $180–$200 for a long time and throw the global economy into recession or depression. He says Trump has threatened these actions but did not carry them out. He adds that Iran expects retaliation at a higher level than before, including targeting the UAE for its role during the war and its increasing strategic partnership with Israel. He claims Iranian targeting could include companies and industries connected to Trump, such as AI and data centers used by Palantir, potentially harming the UAE’s investment as an AI hub. He also says Iran may close the Strait of Hormuz and the Red Sea, and explore targeting undersea fiber optic cables that handle 99% of internet traffic in GCC states. He compares potential impact to a “second” Strait of Hormuz, noting Iran’s existing reliance on internal networks due to Iran’s internet being cut off. When asked about Iraq, Parsi says he has not followed it as closely but notes revelations that Israelis may have set up air bases in Iraq with U.S. pressure, and that GCC states and Iraq territories were used in attacks against Iran, whether voluntarily, without full knowledge, or under coercion. He argues this fits a broader view of Iraq becoming weak and unable to resist U.S. demands. He says it is plausible that Iran could use Iraq as a theater for horizontal escalation, though he does not know if it is likely in the first or second round. He says the U.S. underestimated Iranian horizontal escalation and attributes part of the miscalculation to Israeli efforts to depict Iran as weaker than it is. Parsi further explains Trump’s worldview: he says Iran’s refusal to talk directly with Trump reinforced an American belief that Iran was weak and would not escalate. He argues that Trump expected the war not to last more than four days, though he was mistaken. On U.S. primacy and multipolarity, Parsi argues that the U.S. did not achieve a military or political win in Iran: the U.S. “lost it,” with Iran establishing escalation dominance and the U.S. begging for a ceasefire. He says global repercussions include fuel shortages and energy crises across Australia and countries in South Asia and East Asia dependent on Persian Gulf oil. He adds that if the U.S. cannot establish escalation dominance in the Persian Gulf and is not willing to pay the price to open the Strait of Hormuz, this undermines questions about U.S. ability to sustain primacy and hegemony. In diplomacy, he emphasizes that military options are limited and costly, because defending islands and taking control of the straits would require actions and troop presence the U.S. is not willing to sustain. He claims diplomatic options are more promising, arguing Trump may be in a better position than previous presidents because he is willing to put all sanctions on the table and lift primary sanctions, which he says are executive-order based and do not require Congress, unlike secondary sanctions imposed by Congress. Parsi says sanctions relief beyond the JCPOA matters, and notes that in Iran’s last proposal Iran became open to a “moratorium” framing of not enriching for 12 years, a “remarkable shift.” He says the talks are currently deadlocked over Iran’s 60% stockpile but that both sides have shown some flexibility on other points. He also says Iran needs sanctions relief even more after the war, citing $300,000,000,000 in damages. Addressing Iran’s trust and the Strait of Hormuz, Parsi says Iran is unlikely to give up control, arguing it can reopen and reclose the strait due to assets along its coastline. He discusses a GCC proposal for an “environmental management fee” that he describes as functioning as a toll. He says any such payment would not compare to the scale of investments Iran could attract if sanctions were lifted. Finally, Parsi argues that peace depends on shifting rhetoric from zero-sum, hegemonic messaging toward diplomacy-based expectations of mutual concessions. He says Trump’s counterproductive social media rhetoric can disrupt breakthroughs and raises Iranian questions about his discipline and trustworthiness, while also claiming Trump is uniquely capable of making statements that break political taboos, including saying he wants Iran to flourish.

Professor Syed Mohammed Marandi, a professor at Tehran University and former adviser to Iran’s nuclear negotiation team, discussed the aftermath of Donald Trump’s meeting with Xi Jinping in Beijing, arguing that the trip and US requests to pressure Iran achieved nothing. He said Trump and his team were “detached from reality,” pointing to Trump having “expelled so many” Iran, Chinese, and Russian experts from national security structures, and claiming they entered negotiations “blinded.” Marandi referenced monitoring Iranian and Chinese signals during the Iranian foreign minister’s trip to China, suggesting US efforts should have been understood in advance as unlikely to produce results. Marandi predicted that after returning to the United States, the Trump regime would move toward renewed violence against Iran. He said the United States lacked the political will to implement a ceasefire, end the siege on Iranian ports, and bring about ceasefires in Lebanon and Gaza so ships associated with five countries could pass through the Strait of Hormuz. He attributed the absence of political will to the “Zionist lobby” and the Israeli regime, stating they would not accept a ceasefire or end hostilities due to Netanyahu’s personal agenda, elections ahead, his court case, and coalition partners. He also claimed war could be “quite soon,” involving Iran’s readiness for “a very, heavy assault” by Netanyahu and Trump regimes, and the mobilization of remnants of January armed insurrection fighters, Kurdish groups in Northern Iraq (about 5,000), and “Taqfiri, the Wahhabi Salafi” groups along the Pakistan border in “no man’s land” regions of Pakistan. He said Iran is preparing for this scenario and that Iranian armed forces are on “full alert.” Responding to media reporting that diplomacy has failed and Iran has rebuilt most missile bases, Marandi stated Iran’s response would be “very harsh,” “more decisive than even the thirty nine day war,” describing an environment he said is hostile for an American assault due to “hot season” conditions in the Persian Gulf and Arabian Peninsula. He argued that if the United States strikes Iran’s critical infrastructure, Iran would destroy the critical infrastructure of countries he listed as involved in the war against Iran: Jordan, Saudi Arabia, the Emirates, Kuwait, Bahrain, Qatar, and “all of these” that participate. He asserted that the most harmed would be the Emirates, Kuwait, Bahrain, Qatar, and Saudi Arabia, and claimed that if electricity and water supplies were struck, populations would have to empty or evacuate. He connected this to a likely deep, long-lasting economic depression. Marandi said Iran would not initiate retaliatory escalations only once, asserting that when Israel struck Iran’s South Pars gas field, Iran responded by heavily hitting Qatar’s and Emirati oil and gas installations. He further stated Trump posted dismissive claims during the war, and that Iran’s retaliation “won’t be pulling any punches.” On diplomacy, Marandi said the United States’ proposal depends on the American side, asserting that the ceasefire was a US defeat and that Iran would not change its stance. He said the US was under the illusion it could pressure Iran into accepting a watered-down version of US demands, and he argued the US and world were not “winning” siege warfare. He emphasized a route for the United States to accept agreed ceasefire conditions the US “failed to fulfill,” arguing that otherwise slaughter in Lebanon and Gaza and the inability of ships to pass would continue. Marandi said the decision for war is “not Trump’s” but “Netanyahu’s,” and said the Zionist lobby and Israeli regime control it. He described an Iranian goal as applying pressure so Washington’s political elites would conclude they must impose peace by telling Israel to “sit this one out,” claiming this had not yet happened. He also cited Tucker Carlson’s account of his discussion with Trump and Joe Kent’s resignation and interviews as supporting the idea of decision-making power behind continued war. When asked how fighting would differ, Marandi said Iran’s handling of proxies on the Pakistan border (Wahhabi and Salafi groups) would be “dealt with rather easily,” while Kurdish and accompanying terrorists would be more complicated due to their larger numbers. He claimed the Iraqi resistance would escalate “all out,” that Yemen is prepared for war, and that the Red Sea would be shut down, ending oil and other exports through the Red Sea. He said Israel would be “hammered very hard” and that the war would be more intense and quick to unfold. Regarding allies and outsourcing war-fighting, he said the Gulf states’ capacity to fight Iran was limited, describing the Emirates as lacking effective fighting forces and emphasizing that he expected Arab streets to respond differently than regime media during the prior war. On China and Russia, Marandi said Iran’s relations with China and Russia are “very good,” pointing to the Iranian foreign minister’s meetings with President Putin and in Beijing. He asserted that ultimately Iran “won the war based on its own capabilities,” while friends assisted. He claimed Iran’s missile and drone capabilities are more powerful now and that Iran has prepared underground missile and drone bases for decades, as well as plans for ground invasion readiness. He argued the US would be “foolish” to conduct a ground assault and said Iran would likely allow incursions and island-taking, then ambush and counterattack to wear forces out over months. He referenced communications during the earlier war, stating Iranians initially did not respond to messages to prolong fighting, and that after days they allowed communications and forced acceptance of an Iranian framework. He said Iran wants the war to last as long as possible now to deter future aggression. In reassessment of Iranian influence narratives, Marandi referenced Leon Panetta stating Iran holds a gun to the head of the United States, and Robert Kagan writing “checkmate” in The Atlantic, claiming “reality eventually catches up.” He said Robert Kagan was “on the payroll” and maintained that war would end poorly for Trump, the Israeli regime, and Zionism, while predicting a global economic depression if critical infrastructure is struck. He closed by repeating that Iran would fight decisively and not back down until the conflict ends.

Russia claims US intelligence is secretly moving ISIS terrorists from prisons in Syria into Iraq to prepare an attack on Iran. The report Russia cites says Western spy agencies plan to use Syrian militants as a proxy force against Iran, framing this as part of a broader effort to manipulate militant groups. Colonel Douglas McGregor says this kind of tactic has “been going on forever” in the region, pointing to past US and allied support for groups designated as terrorist organizations and to similar historical patterns of arming proxy forces. He argues Iran is “eminently well-equipped” to deal with such threats, including recalling an earlier incident in which a Turkish-backed group of Azari Turks and Kurds was stopped after warnings reached Iranian authorities. He says the larger effect is to reinforce Tehran’s belief that any agreement with the US is worthless because the US cannot be trusted. The discussion also centers on an alleged “final draft” of a US-Iran peace memorandum obtained by Al Arabiya. The transcript describes it as a “laundry list” of US demands that Iran likely will not accept, including: reopening the Strait of Hormuz to international navigation without fees or tolls; slowly removing sanctions on Iranian oil in phases over many years; ending Iranian military operations, including assisting Lebanon; and stopping Israeli bombing of southern Lebanon, with an asserted Israeli component in expected outcomes. McGregor says such elements are difficult to keep concealed and argues they reduce the likelihood of a lasting agreement. A key dispute involves Strait of Hormuz control and sanctions. The transcript states President Trump said the strait would be open to everyone, not controlled by any country under any Iran deal, and that there would be no discussions about easing sanctions. Iran is also said to have stated it would strike back after recent attacks over the weekend, with McGregor arguing there is no coherent strategy apparent and that policy changes occur “tweet to tweet.” He criticizes the claim that Iran would not control the strait by describing prior international arrangements (the Montreux Convention) as a reason to expect a Turkish framework and “de facto” Iranian control due to Iran’s coastline and incentives to keep shipping and trade flowing. McGregor identifies two major obstacles: Israel’s influence over US decisions via Netanyahu’s demands to Iran, and Trump’s personal political constraints about escaping a failed approach without appearing weak. He also claims that withholding or reducing protection and exerting political pressure would keep US actions aligned with those demands. The transcript shifts to economic concerns, linking the Iran crisis to potential financial instability. McGregor cites inflation rising from 3.2% to 3.8% and suggests possible acceleration to 6%, arguing that raising interest rates to match inflation could collapse the financial system. He also says Trump sold about 17.8 million barrels of oil from the Strategic Petroleum Reserve to keep prices below $110 per barrel, warning the reserve could be exhausted by late July or early August, especially if sales occur below market price. He predicts wider economic harm, including a potential 36% reduction in global economic size, and compares current conditions to the Great Depression. He argues wealth and spending concentration make collapse-driven social change likely, describing the US as on an “unsustainable” path with debt and market distortions such as long-term mortgages and market manipulation benefiting the wealthy. He concludes that Trump’s decision to go to war with Iran accelerates the process and that a reckoning will eventually occur, though he does not specify timing.

Glenn: Welcome back. We’re joined again by Prof. Syed Muhammad Marandi of Tehran University and former adviser to Iran’s nuclear negotiation team. The latest news is a U.S. peace proposal for Iran, with expectations of Iran’s response. The deal reportedly doesn’t address nuclear issues or the Strait of Hormuz. What can we make of this, and what wider negotiations are taking place? Marandi: Regarding the American proposal, we’ll have to wait to see the content, but Iran’s position is clear and unlikely to shift from its current priorities. First, a ceasefire and end to the fighting. The United States and the Israeli regime are currently violating the ceasefire, and until they end the slaughter in Lebanon and Gaza and the siege, there will be no possibility to move forward. After that, it will be the 10 Plan that Iran put forward and Trump accepted. Iran is not going to move away from that. If the Americans think over time this is just internal consumption, they are mistaken. It’s a major miscalculation akin to the miscalculation of launching the war. The Americans are now insisting that Iran respond within a time frame; Iran will respond when ready, possibly a day or two or three later, to avoid being intimidated. The American proposal, if true, likely violates Iran’s sovereignty and seeks something it could not gain on the battlefield. Iran would be flexible on issues but not on principles. On nuclear program, enrichment, sovereignty over the Strait of Hormuz, these won’t be given up. Iran is willing to do a deal, like in 2015, but not the Obama-era version; it would need an upgraded agreement that Iran envisions, not one Trump thinks is upgraded. Any deal, if it occurs, would have to be far more favorable than the 2015 agreement. The war participants gambled and lost; an attack could still occur. There’s a strong possibility of an imminent attack, and Iranian preparations reflect that outlook. No ships have left the Strait of Hormuz; Iran’s response to previous U.S. actions has been robust, while avoiding heavy escalation. The Strait of Hormuz has not been closed by Iran; it remains open for friendly states and those who have not joined the war against Iran. Glenn: It does seem the U.S. is returning to potential all-out war against Iran, though the U.S. may have limitations in what it can actually achieve. You mentioned Lebanon and Israel; has the push to address Lebanon’s siege dropped out of talks, or is it still on the table from the American side? Marandi: Iran’s stance is that there must be a regional ceasefire that includes Gaza; Lebanon is part of that regional ceasefire condition. Iran will not remove that from the table. Washington and Netanyahu demanded unconditional surrender at the war’s start, but after 39 days they accepted Iran’s 10-Plan as the basis for negotiations. Iran will not accept a shift in the American position, nor the continued slaughter of Palestinians and Lebanese as a precondition for talking. Glenn: What about disruption in Gulf cooperation with the U.S.? Saudi airspace was limited then reversed; are there splits in the U.S.-led alliance, or was that transient? Marandi: It’s unclear; the Iranians know U.S. airpower is concentrated in Qatar, the Emirates, Saudi Arabia, Jordan, and Kuwait. The Iranians are prepared for attack and believe the U.S. has not yet achieved its aims. Western reporting suggests Iran’s missiles and drones have advanced beyond what was seen in the 39-day war, with new underground-produced systems demonstrating greater capability. Glenn: On China, Xi Jinping and Iran recently met; how will that affect talks with the U.S. President and Xi’s approach? Marandi: China and Iran held a good meeting; China is impressed by Iran’s performance in the war, as are Russia and many others. China recognizes that the U.S. is targeting China, Russia, and Iran simultaneously. Iran’s relations with China are strong, but Iran won the war largely on its own—resilience, leadership, and the people’s support. The Strait of Hormuz is controlled by Iran, and the U.S. cannot overturn that within any negotiation framework. Glenn: If the U.S. returns to full-scale war, what red lines would Iran consider triggers for a broader conflict? Marandi: The likelihood is a major assault combined with terrorist incursions from northern Iraq and Pakistan-based groups, with ground actions against Iran. Iran believes it could counter and destroy critical infrastructure, including in Gulf states, which would escalate and likely devastate regional and global markets. Iran would retaliate against infrastructure targets, maintaining restraint toward civilians, but would not refrain from destroying critical assets if Iran’s infrastructure is attacked. If a new war begins, Iran expects a comprehensive defeat of the invading forces and non-cooperation with further aggression. Glenn: Thank you for the insights. We’ll likely speak again as this situation evolves. Marandi: Thank you, I appreciate it.

Saeed Mohamed Marandi explains that Iranians view current events as an extension of the twelve-day war, where Israel and the Trump administration allegedly collaborated to undermine Iran and failed. He cites US Treasury remarks at Davos about manipulating Iranian currency to provoke protests, which he says led to peaceful demonstrations followed by highly trained groups that caused destruction and police casualties. He asserts that Israel claimed responsibility, with Mossad statements and Channel 14 reporting that weapons brought into Iran caused police deaths, and he notes Western media glossed over these facts. He argues this campaign aimed to push Trump toward confrontation with Iran, while messaging about Iran’s nuclear program and regional alliances shifted over time. Iran’s response, he says, has been that any attack will be treated as all-out war with an overwhelming Iranian retaliation. He contends Trump is boxed in: a larger strike would provoke a massive Iranian response across the region, affecting oil and gas flows through the Persian Gulf and potentially collapsing the global economy. He suggests the “smart” outcome would be to back off and end peacefully, potentially declaring victory without concessions, as Trump did in Yemen, though he believes Iran will not accept any deal that compromises sovereignty or core capabilities. Marandi lays out Iran’s view of the regional and strategic landscape: Iran’s counterstrike would target US interests across the region, not just bases, and would involve allies in Iraq, Yemen, and other areas. He argues the Persian Gulf is highly vulnerable because regional regimes hosting US bases are complicit, and a war would disrupt global energy supplies. He asserts Iran’s capabilities are primarily directed at the United States, given US threats since the Afghanistan and Iraq invasions, and that Iran has strengthened missiles and drones, along with air defenses. He contends Israel is vulnerable, and the aim of some in the US political circle is to sacrifice US interests for Israeli interests. He asserts that Iran’s real objective is to prevent a repeat of the “sword over Iran”—to avoid six-month cycles of provocations—and to end the possibility of ongoing CIA-backed unrest being used as pretext for further strikes. On the possibility of negotiation, Marandi says Iran will not give up nuclear enrichment, missile capabilities, or regional alliances. He notes there was a JCPOA, but Iran would not accept a repeat of that deal; any future agreement would need to be better for Iran. A deal could be discussed about the nuclear program, but not one that cedes sovereignty or enrichment rights. He suggests Trump could try to retreat by declaring victory or offering a hollow concession, but Iran is ready for all-out war if attacked. He emphasizes that if the US backs down, it would be a major defeat for Washington; if it engages in war, it would be a world tragedy and the US would be defeated, with global implications. He argues Iran’s stance is clear: they will respond massively to any attack, and the only viable path for the US would be to walk away and pretend it gained something it did not. Glenn notes that regional allies feel exposed as world power shifts toward multipolarity, and asks about whether Iran would treat this as an existential threat and how it would fight. Marandi responds that Iran views the objective as balkanization, supported by Israeli interests, and that Iran would confront attempts to seize control of the country. He reiterates that Iran will not compromise sovereignty or support for Palestine, and that a conflict would be devastating for the world, with Iran prepared to fight to defend its existence.

Seyed Mohamed Marandi, a professor at Tehran University and former adviser to Iran’s nuclear negotiation team, discusses the war launched against Iran, Iran’s aims, and the shifting regional dynamics. He argues that Western analyses over the years have been incorrect and that Iran’s objectives are clear: Iran will not accept a ceasefire until its demands are met, will no longer tolerate U.S. threats or Gulf regimes acting as bases against Iran, and will seek compensation from regional adversaries for destruction and slaughter attributed to the conflict. He asserts that Iran’s position and strength are growing, with widespread street support for the leader and resilience under missile and drone strikes against U.S. assets and Israel’s regime. Key points on Iran’s war aims and the conflict: - Iran’s demands: ceasefire is not an option; the war will continue until Iran’s demands are met. Iran will no longer accept a situation in which the United States can threaten it again, and will demand that Gulf regimes stop operating bases that threaten Iran. Yemen will demand and obtain full compensation for destruction. - Regional balance: Iran views the Palestinian and Lebanese causes as linked to regional resistance; Hezbollah, Yemen, Iraq, and other groups are actively undermining the regime’s regional military and political position. - Ground realities: Iran’s missiles and drones are striking U.S. assets across the Persian Gulf; Israel is being heavily targeted; resistance in Lebanon and Iraq is damaging the regime; Yemen is prepared to escalate its actions. The longer the war lasts, the more compensation Iran anticipates extracting from Gulf regimes. Escalation and tactics: - Civilian targets: Iran’s leadership says the United States has failed on the battlefield and is now targeting civilians and infrastructure, including attacks on fuel depots, desalination plants, and oil facilities, creating toxic rain and ecological harm in Iran. - Desalination and water security: destruction of desalination plants is described as a major risk to civilian water supply; Iranian civilians face environmental and health consequences from the attacks. - Economic impact and energy markets: Marandi contends that 20 million barrels of oil per day are missing from the market and that Western reserves could only offset two months; closing the Strait of Hormuz or sustained disruption could precipitate a global economic crisis and undermine the petrodollar system. - Strategic posture: Iran will respond with countermeasures, and if Gulf regimes push further against Iran, Tehran asserts it could take actions that would profoundly affect the region’s energy infrastructure and Western interests. International actors and alignment: - France and other Western allies: France has announced a defensive mission to reopen the Strait of Hormuz, while Trump has made highly contradictory statements about ending the war or destroying Iran, illustrating perceived Western moral and strategic hostility. - China and Russia: Marandi notes closer alignment among Iran, China, and Russia, with China and Russia benefiting from opposing U.S. dominance in West Asia; Iran’s geography allows multiple overland routes for weapons and supplies, and Moscow and Beijing are seen as unlikely to allow a Western victory in the region. - Azerbaijan and Turkey: Azerbaijan’s response and Turkey’s involvement are discussed; Iran emphasizes it would respond decisively against Gulf and regional actors supporting Israel if pushed. Domestic and regional reactions: - Iranian public sentiment: there is strong public support for the leadership, with mobilization and resilience evident in Tehran and across the country despite missile and drone strikes. - Perceived Western narratives: Marandi argues that Western elites have remained morally and strategically bankrupt, using demonstrable inconsistency in statements and policy to justify continued escalation. Broader implications: - The war is reshaping regional power dynamics, with Iran asserting greater confidence and influence, and with China and Russia increasingly integrated with Iran against U.S. hegemony in West Asia. - The deteriorating situation could produce far-reaching consequences for global energy markets, security arrangements in the Persian Gulf, and the dollar-centered economic order, depending on how escalation and potential reciprocal actions unfold.

Syed Mohamed Marandi discusses the collapse of the Islamabad negotiations and the wider implications of the current U.S.-Iran confrontation. - On what happened in Islamabad: Iran participated despite low expectations, aiming to show willingness to resolve the crisis if Americans are reasonable and to ensure the world sees Iran’s efforts. The Iranians believed the United States lacked will to make progress. During talks there was some progress on various issues, but near the end the United States shifted to a hard line on the nuclear program and the status of the Strait of Hormuz. Vance claimed Iran wanted to build a nuclear weapon, a claim Marandi notes was contradicted by former counterintelligence official Joe Kent’s resignation letter. Netanyahu reportedly maintains direct influence, with Vance reporting to Netanyahu daily, which Iran views as undermining an agreement. Netanyahu’s insistence on control and “being the boss” is presented as a central obstacle to any deal. The ceasefire in Lebanon was touted as failing, with Netanyahu and Trump accused of conspiring to wreck it, and Iran’s actions after the ceasefire aligned with this view. The Iranian delegation flew back by land after the flight to Tehran was diverted, reflecting the perceived danger and the Washington Post piece calling for the murder of negotiators. Iran’s approach is framed as attempting to resolve the problem while signaling willingness to negotiate if U.S. policy becomes reasonable. - On the blockade and its consequences: The U.S. blockade on Iranian ports has just begun and will likely worsen the global economic crisis, pushing more countries to oppose the United States. China is angry as Washington dictates terms against oil and trade in the region. The blockade could be used to strangle China’s energy supplies, creating a double-edged impact by simultaneously worsening the global crisis and pressuring U.S. allies. Iran says it may respond by striking ships in the Red Sea and blocking the Red Sea and the Gulf of Oman if the blockade continues. Iran notes it has substantial financial resilience from oil sales at higher prices without middlemen, with about 100 million barrels left to sell after selling half of its declared oil stock, and it views energy shortages as likely to trigger broader economic disruption, including shortages of helium, LNG, and fertilizers. - On war readiness and possible outcomes: Iran anticipates a major assault and is preparing defenses and offensive capabilities. Iran argues negotiations were not taken seriously by the United States and believes the U.S. is buying time. Iran would view victories as having the United States back down, preserving Iran’s rights, and protecting its regional allies, with a long-term ceasefire. Iran contends it should control the Strait of Hormuz to prevent future aggression and seeks compensation for damages caused by the conflict, emphasizing sovereignty over Hormuz and peace for Lebanon, Gaza, Iraq, and Yemen. Iran states that if the U.S. and its regional proxies strike, Iran would respond by targeting energy and infrastructure in the Persian Gulf. - On broader geopolitical shifts and regional dynamics: Marandi argues the current crisis accelerates a move toward a multipolar world, with the United States’ hegemonic position eroding. The UAE is portrayed as pushing for war, while other Gulf states are increasingly wary. He predicts a possible land invasion of Iran, but emphasizes Iran’s long-term preparedness and resilience. Weather and terrain are cited as factors likely to complicate a potential U.S. invasion, particularly in the hot summer conditions of the region. - On potential definitions of “victory”: Iran’s victory would involve U.S. backing down, Iran preserving its rights, a long-term ceasefire, and sovereignty over the Strait of Hormuz. A broader victory would see the end of supremacism in Palestine and the end of genocidal actions in Lebanon, with peace across the region as a key objective. The discussion ends with the notion that a shift toward an American focus on its republic, rather than empire, would benefit global stability.

Glenn welcomes Seyyed Mohammad Marandi, a professor at Tehran University and former advisor to Iran’s nuclear negotiation team, to discuss the fast-escalating conflict involving Israel, Iran, Lebanon, and the region. Marandi says that while in Tehran—busy interviewing Ph.D. candidates—he did not hear airstrikes, though he understands several missile strikes occurred. Marandi frames the situation as unfavorable for the “Americans” and says Iranian missile strikes have been effective. He describes Iran’s retaliation as occurring after Israel’s attacks on Lebanon and Israel’s subsequent attacks on Iran, and claims Iran fired “five waves of missiles” and then large numbers afterward, with the total approaching “a hundred.” He also says Trump posted on Truth Social calling for action “to end this immediately,” while Marandi argues the United States had no intention of bringing about a ceasefire in Lebanon. Marandi contends that Lebanese leadership—including the president and prime minister—concluded negotiations against Lebanese law and received “death” in return, citing an Israeli bombing of a Lebanese military convoy soon after a CNN interview by Lebanon’s president attacking Iran. He adds that Lebanese authorities allegedly prevent refugees from moving within Lebanon, “corner” Shia-majority refugees, and try to make the situation sectarian, with Western NGOs and embassies encouraging restrictions in neighborhoods. He further alleges that proxies in Syria and Lebanon are working with Israel to keep borders closed and block assistance coming from Iran or Iraq, while claiming people nevertheless gather aid in Iran and Iraq that cannot be sent into Lebanon. He argues Iran and Hezbollah have continued striking effectively even during escalation, and suggests Iranian actions are tied to preventing Israeli plans to level areas of Beirut, describing a shift in Iran’s deterrence posture. Marandi says Iran warned that if Israel bombed Beirut, Iran would strike the Israeli regime, and that Israel refrained from striking Beirut for several days before resuming after the Pakistani interior minister delivered a message (Pakistan as mediator). He says the pattern mirrors earlier instances where U.S. attacks were met by larger Iranian counterstrikes. Discussing U.S. strategy, Marandi says the U.S. and allies appear to seek “low intensity” escalation to weaken and intimidate Iran while avoiding a “hot war,” but he claims Iran’s responses have instead sent signals that Iran is prepared to restart a more explosive war. He highlights that Iran has allegedly shut down the Strait of Hormuz and that, following Yemen’s announced disruption of Israel’s Red Sea access, Marandi says escalation stakes increase further. When asked about potential negotiations, Marandi says what matters to Iran is not Trump’s statements but what his regime does. He lists Iran’s stated terms: end to the war in Lebanon, regime retreat, end to the slaughter in Gaza, lifting siege, waiving sanctions on Iran’s oil/energy exports for the duration, and returning “stolen assets.” He argues Iran will not provide concessions that go beyond those conditions. On U.S.-Israel relations, Marandi addresses Axios reporting about differences between Trump and Netanyahu and says the publication itself matters because it portrays Netanyahu as despised and “crazy,” which he says damaged Netanyahu politically in Israel and also in the United States. He suggests a possible objective of weakening Netanyahu and emphasizes that Trump’s public disavowal (“I told him not to attack”) is undermining. Marandi then turns to what Iran may do next as escalation rises. He says Iran has changed the “rules of the game” by signaling that strikes on Lebanon trigger retaliation. He claims Iran will retaliate not only for attacks on itself but for attacks on Lebanon and, in further statements, for attacks on petrochemical and Persian Gulf energy-related installations affiliated with the United States or Israel. He asserts Iran threatens to strike Persian Gulf infrastructure and “the Americans too,” and says this extends Iran’s deterrence beyond Israel. He also says Hezbollah’s drones and ambush-style strikes harm the regime, while Iran’s deterrence against touching Beirut hampers offensive capability. Marandi concludes that he does not foresee a favorable outcome for the United States or Israel, and says the global economy remains close to a worsening point as the conflict intensifies. As a “footnote,” he says Iran carried out an operation on the Pakistan border against Wahhabi/Salafi militants, killing some and capturing others, portraying multiple extremist groups as attacking the same enemies rather than Israel.

In the dialogue, Seyyed Mohammed Marandi, a Tehran University professor and former Iran nuclear negotiation adviser, discusses the prospect of renewed U.S. aggression against Iran and the stability of any ceasefire. He says that since the ceasefire began, preparations for war in Tehran have been ongoing “twenty four hours a day,” driven by the belief that Trump will not accept defeat and that the “Zionist lobbying” and the Israeli regime remain behind the war. He suggests that although it is not certain, a new round of conflict could erupt over a weekend or soon after markets close, noting that the U.S. and Netanyahu’s positions previously clashed with ceasefire terms. He recounts that Iran had insisted on an off-ramp when Netanyahu accepted the ceasefire, but Trump then claimed the Strait of Hormuz would remain open while maintaining a siege on Iranian ports, implying that an off-ramp was possible but not pursued. Marandi emphasizes that the Strait of Hormuz was never closed by Iran, except to ships linked to adversaries, and argues that the escalation followed Netanyahu’s actions despite Iranian signals. He asserts that even if a limited agreement allows more ships through, the broader pain from any renewed conflict will persist, potentially causing a global economic depression if critical infrastructure is destroyed or if negotiations on Hormuz or Gaza/ Lebanon ceasefires are delayed for weeks due to fighting. On the U.S. side, the host notes that the U.S. was in trouble and desperate, pointing to missile defenses and ammunition shortages as signs of strain, and remarks that Trump accepted Iran’s 10-point plan as a ceasefire framework but later abandoned it, while presenting an extended ceasefire as a favor. Marandi agrees that Trump’s actions have been inconsistent and that the Iranians might expect the U.S. to pursue assassinations and infrastructure strikes again, with Iran prepared to retaliate robustly. A key point is Iran’s stated willingness to escalate in response to attacks on its leadership and critical infrastructure. An Iranian MP, associated with the Islamabad delegation, reportedly warned that if any assassinations occur, Iran will target leaders of Arab regimes in the Persian Gulf (Kuwait, Bahrain, the Emirates, Qatar, Saudi Arabia) because they are complicit in the war. The discussion outlines that Iran would retaliate not only against Israeli targets but also within the Persian Gulf region, potentially striking infrastructure and power facilities, with implications for the region’s electricity and climate conditions during the hot season. Marandi argues that Iran has already demonstrated strategic restraint, saying that Iranian authorities aim to minimize civilian casualties and that Iranians would respond to attacks on critical Iranian infrastructure by striking broader targets in the Israeli regime and in regional partners. He contends that Iran does not initiate escalation but escalates in response, pointing to past cycles where Iran’s retaliation was effective without targeting civilians. He notes that Iran has assets across its mountainous interior, including deep underground factories and bases, which he claims the United States underestimates, leading to miscalculations about Iran’s missile and drone capabilities. Regarding the broader geopolitical landscape, Marandi notes rising Western and Israeli concerns about Iran’s expanding influence, while acknowledging growing sympathy for Iran in parts of the world, including some shifts in India and Latin America. He highlights the Putin-Trump dynamic, suggesting Putin’s meeting with Iran’s Foreign Minister and Russia’s praise for the Iranian people signal a strengthening axis of resistance against Western pressures. He also remarks that Iran’s resilience under sanctions and its ability to mobilize regional allies, such as Hezbollah, complicates Western expectations of quick regime change. Finally, Marandi suggests that Iran’s role on the global stage is shifting perceptions of Iran’s strength and legitimacy, and he foresees continued pressure, potential escalation, and a regional balance of power that narrows Western maneuvering space as the crisis evolves.

Seyyed Mohamed Marandi, a professor at Tehran University and former adviser to Iran’s nuclear negotiations, joins Glenn to discuss the latest dramatic escalations in the war with Iran. Marandi describes a multi-front confrontation: an attack near the Buchāe Nuclear Power Plant, repeated assassinations of Iranian leaders, and a recent strike on South Pars, the world’s largest natural gas field. He argues Iran has leverage in the region through control of the Strait of Hormuz, capabilities in missiles and drones, and a navy that is largely subterranean and prepared to move into the Persian Gulf, Gulf of Oman, and Indian Ocean when needed. He contends the U.S. leadership miscalculated Iran’s response and that Trump’s threats to obliterate Iran did not materialize. Marandi suggests a shifting operational dynamic: “the operational control has shifted from The United States to the Israeli regime,” with Israel selecting targets and the U.S. agreeing to cooperate. He posits that the Israeli regime may seek escalation to destroy oil and gas assets in the Persian Gulf, possibly with U.S. backing, while Iran signals it will escalate if Israel or U.S. targets strike Iranian infrastructure. He argues the United States is “stuck with the Strait Of Hormuz,” while Iran “holds all the cards.” He notes that escalations have thus far failed to achieve strategic objectives, and that the martyrdoms have mobilized Iranian society rather than demoralized it, citing massive demonstrations in Tehran and at funerals, including the funeral for Doctor Larijani and for naval officers killed in attacks on an Iranian vessel. On retaliation and potential scenarios, Marandi says Iran could respond against strikes on its key facilities; if the U.S. or its allies act to “destroy Iranian key installations,” Iran will “hit back,” with implications for the global economy if oil and gas infrastructure are damaged. He highlights that Yemen could become a more active theater, capable of threatening the Red Sea and potentially disrupting the Bab al-Mandab passage, which would complicate oil routes if Hormuz were already shut. He notes strikes against Qatar and Saudi Arabia may have occurred and asserts Yemen might “enter the full war,” with the UAE and Saudi campaigns increasingly pushing the region toward broader conflict. He argues that while US troops in the region could attempt to “open up the Strait of Hormuz,” Iran could counter with missiles and drones from within its borders, potentially targeting ships or installations far from the coast, and that any limited success by the U.S. would be outweighed by broader disruption and losses to Western interests, including petrodollars and regional assets. Marandi emphasizes the problem with a ceasefire as a solution: Iran’s foreign minister stated Iran does not want a ceasefire, but a political settlement, arguing ceasefires allow the enemy to regroup. He contends the settlement must be inclusive of Iran’s regional allies and address “the facts on the ground”—not just a paper agreement. Iran’s demands include regional security arrangements that ensure Iran’s security without being forced into another short-term ceasefire, reparations for damages, and structural changes to how Gulf security is arranged so Iran does not feel threatened by U.S. forces or by Israeli actions. He predicts a long, sustained conflict if the United States and its allies insist on injections of force, arguing the Iranian public now views Western actions as unacceptable and that Iran is prepared for a protracted contest. Marandi also challenges Western framing of legitimacy and moral authority, criticizing those who label Iran or others as “evil” while failing to acknowledge their own governments’ actions. He contends that the West’s support for allied regimes in the Persian Gulf has long funded aggression and he asserts that these regimes will not be able to return to their prior influence or behavior. He ends by noting Iranians’ broad unity and willingness to defend the Islamic Republic, regardless of external pressure, and he suggests that the United States will eventually have to withdraw, allowing a new regional order to emerge.

- Speaker 0 recounts a conversation with vice president JD Vance, who called from his plane after returning from Washington. The discussion centered on the development—and what was described as an explosion—of negotiations, with the American side not willing to tolerate Iran’s alleged violation of the agreement by failing to open cross-border crossings and ceasefire commitments. The central issue for the United States, per JD Vance as relayed, is the removal of all enriched material and ensuring that there is no more enrichment in the coming years, potentially for decades. - Speaker 1 echoes and expands on this, asserting that the information confirms Joe Kent’s statements about Israel pushing the Trump administration to move the goalposts and demand harsher terms from Iran in order to prolong the war. They argue that Israel’s actions are driven by a need to prolong the conflict, implying it is not in the United States’ or Iran’s interest to continue the war, and suggesting that Israel’s interference undermines a potential settlement. - The speakers present Barak Ravid’s (the Israeli journalist) reporting as further corroboration, describing Netanyahu at a cabinet meeting as having discussed Vance’s call from the plane and reiterating the claim that the American side could not accept Iran’s alleged violations. The central issue remains removal of enriched material and preventing any future enrichment for decades, a shift they frame as a change from prior understandings. - The discussion references Joe Kent’s resignation letter, interpreting it as evidence of shifting goalposts imposed by Israel and reinforcing the claim that Iran’s enrichment levels were being framed as an existential threat requiring zero enrichment, a stance the speakers say Iran never agreed to. They argue that a deal could be reached about uranium enrichment levels and monitoring that would end the war and reopen the Strait of Hormuz if the United States subordinated Israeli demands to its own interests. - The speakers imply a pattern of influence where JD Vance’s statements and actions are contrasted with what they describe as pressure from Netanyahu and other Israeli figures to derail negotiations. They claim Jared Kushner publicly celebrated a Gaza-related policy outcome they view as aligning with long-standing plans that purportedly prioritize private Israeli interests over American policy, and they allege Kushner’s demeanor signals a lack of restraint despite negotiations failing to produce peace. - The speakers imply, without endorsing, that the ongoing actions and disclosures point toward a broader strategy by Western and allied actors to escalate toward a wider conflict, including World War III, with long-term aims of shaping global governance structures. They suggest that Western leaders are preparing for a major conventional war and acting without public consent or scrutiny, framing recent events as part of a deliberate trajectory toward broader confrontation. Note: Promotional content and advertising by Speaker 2 (yellowshrimpstore/alexandrapshore products) has been excluded from the summary.

- Trump has been presenting optimistic updates about negotiations with Iran, despite Iran denying them, and there is a belief that Monday morning actions are an attempt to manipulate markets, keep oil prices low, and keep the stock market high. - If a weekend land invasion of Iran occurs, many military experts suspect US troops would have to land or parachute in, which would change gold demand and pricing dynamics. - Speaker 1 explains that a true war outcome would require ground troops to take control of territory, not just air strikes or bombs. He notes Trump promised no troops on the ground, but argues that regime change would be impossible without occupying the country, leading to higher American casualties and families affected. - He warns that sending troops would mean they would have to stay in Iran, creating a prolonged conflict akin to Iraq or Afghanistan, with no clear exit strategy and ongoing political and strategic problems. - He suggests that Trump could alternatively declare victory and withdraw, claiming the destruction of Iran’s military capabilities (no navy, no air force, no nuclear program) as a complete victory and greatest military achievement. - The discussion then notes that the Strait of Hormuz was open before the war, implying strategic stakes and continued vulnerability. - Speaker 0 points out that Iran has pledged not to allow US occupation and would fight back, describing Iran as a country of 90 million with rugged terrain and highly motivated, religiously committed people who could be willing to die for their country. - They acknowledge the assumption that Iranians are uniformly supportive of a US liberation, labeling that notion as crazy. - They conclude that there could be even greater anti-American sentiment in Iran now than a month ago, recognizing that the population’s reaction to war may be hostile despite US actions.

Professor Seyed Mohammad Marandi joins the program to discuss a fast-escalating confrontation involving Iran, Israel, and the United States, with warnings of a potential global crisis. He emphasizes, repeatedly, that Iran is retaliating rather than initiating, and that Western media has downplayed the start of hostilities. Key points and claims as presented: - Recent strikes targeted Iran’s nuclear facilities and energy-related sites. Israel attacked the Bosher (Bushehr) and Natanz facilities; Iran reportedly retaliated against Dimona in Israel, with attacks occurring near the Israeli nuclear site rather than the plant itself. - Trump has issued a 48-hour ultimatum to Iran to open the Strait of Hormuz, threatening to strike Iran’s energy fields if Iran does not capitulate. Iran’s military leadership warned that if the United States proceeds with threats, they would strike energy facilities and desalination plants across the Gulf states, with the claim that such actions could spell “the end of this state.” - Marandi asserts the war began earlier, with U.S.-Israel aggression about eight to nine months ago, and Iran has been retaliating in response to Israeli strikes on Iranian infrastructure. He cites Iran’s responses to the South Pars gas field strikes and subsequent retaliations against Qatari and Emirati energy facilities as signals that Tehran will respond to escalation. - He contends that Iran’s leadership believes escalation will place greater costs on the other side, given Iran’s access to assets across the Persian Gulf and the potential to destroy Western targets. He warns that a strike on Iran’s vital infrastructure could trigger a global economic catastrophe, with cascading consequences such as mass displacement and industrial collapse. - Marandi criticizes Western media, the UN Security Council, and regional regimes allied with the U.S. and Israel for condemning Iran’s retaliation while not addressing the Israeli-U.S. aggression. He describes Western media as “Epstein class controlled” and calls for deterrence that remains credible. - He argues Iran possesses escalation dominance: confronting greater Western military capabilities with more robust regional assets and allied groups (including the axis of resistance). He asserts that if the United States expands the conflict to attack Iranian territory or regional infrastructure, Iran would respond by destroying assets on the other side of the Persian Gulf, potentially leading to the fall of allied regimes. - The discussion touches on potential consequences if Iran escalates to the destruction of Gulf energy infrastructure or desalination plants: global energy shortages, food insecurity due to fertilizer and agricultural disruptions, and a broader collapse of the world economy. - The role of regional proxies and geopolitics is explored. Azerbaijan’s Aliyev regime, Iraqi factions, Yemeni resistance, and Gulf regimes are discussed as vulnerable to Iranian retaliation or as complicit in the broader conflict. Marandi suggests that any move by the U.S. to invade Iranian territory would provoke severe retaliation across multiple fronts, including in the Arabian Peninsula and Red Sea. - The possibility of broader geopolitical chain reactions is considered: Europe’s energy dependence, Russia’s position, and potential shifts in North Africa and the Middle East. He states that Europe is losing influence, and Russia could gain strategic advantages as the conflict deepens. - The refugee and humanitarian dimension is acknowledged. Iran hosts many refugees, complicating regional dynamics if conflicts worsen. - On leadership and probability, Marandi casts Trump as unpredictable, with statements and threats oscillating; he predicts a grim trajectory unless deterrence is credibly maintained, and he suggests that even a withdrawal or ceasefire would not be straightforward, given the on-the-ground realities and Iran’s demands. - He concludes with a broad warning: a global catastrophe is possible if escalation continues, and while Iran seeks to deter and respond proportionally, the path to de-escalation remains uncertain, with the possibility that the world could be drawn into a larger—and potentially third-world-war—conflict. Overall, the conversation frames Iran as retaliatory and strategically calculating, asserting that escalation could become uncontrollable and produce widespread economic, political, and humanitarian devastation unless restraint and credible deterrence prevail.

Glenn welcomed Seyyed Muhammad Marandi, a Tehran University professor and former Iran nuclear negotiator adviser, and asked about the terms of the current ceasefire and why clarity is hard to get. Marandi explained the progression: the U.S. initially demanded unconditional surrender, then shifted to a “15 plan,” which Iran rejected. Iran developed its own plan, with the Supreme National Security Council sending a modified version to the leader, Ayatollah Bahamani, who finalized it and sent it to Pakistan. Trump ostensibly accepted Iran’s framework as the basis for negotiations, though “that doesn’t mean that we’re going to have peace” and there’s little faith in U.S. willingness to concede the 10 points Iran presented. He described the U.S. as an empire whose capitulation is unlikely, given internal and international pressure and the current closure of the Strait of Hormuz. He warned that the U.S. military footprint in the region would be hard to sustain and would face logistical and environmental strain, which could complicate any new war; nonetheless, Iran is preparing for the worst, having previously negotiated with the U.S. twice and seeing both efforts end in renewed conflict. He attributed recent Israeli actions against Lebanon as an effort to derail the ceasefire, noting that Israeli leadership (Netanyahu) appears motivated to induce more violence to gain leverage domestically, while Western media outlets largely abstain from criticizing these actions. Glenn pressed on how to interpret the two-week window for negotiations and whether Lebanon’s inclusion in the ceasefire remains valid. Marandi reiterated skepticism that the full Iran-focused 10-point plan would be accepted by the United States, calling Trump inconsistent and unpredictable. He suggested the two-week period might be extended if negotiations progress modestly, but doubted any comprehensive agreement would be reached given the U.S. tendency to resist rights-based terms and to change positions rapidly. The two discussed the possibility of renewed U.S.-Iran conflict, with Iran continuing to strike at Israeli targets and American assets in the Gulf if necessary. The conversation then moved to the question of who bears responsibility for the broader regional disruption. Marandi argued that Gulf regimes (the United Arab Emirates, Kuwait, Qatar) are not in a position to fight Iran; without electricity and infrastructure, they would suffer cataclysmic losses. He asserted that the U.S. could not unify the Gulf states in a new campaign and that Iran would control the Strait of Hormuz if attacked. The UAE’s rumored strike on petrochemical facilities was cited as an example of the ongoing broader conflict. He also suggested Lebanon’s fate is tied to whether Israel continues striking Lebanon or shifts its focus back to Iran, and warned that a failure to constrain Israel would undermine any peace talks. Marandi asserted that the ceasefire’s terms could be undermined by the “Epstein class” influence over Western media and governments, arguing that the global media’s support for Israel’s actions betrays a broader humanitarian and democratic legitimacy crisis in the West. He also noted that Oman’s cooperation around Hormuz might be part of a negotiated arrangement, given Oman’s more favorable relationship with Iran and its geographic position on the strait. He stressed that Iran’s apparent victory could reshape global power dynamics, weakening the U.S. and empowering Iran and other Global South actors, with implications for the petrodollar system and regional alignments. Towards the end, Glenn and Marandi touched on the potential long-term regional changes, including borders and governance in the Gulf, and the broader economic and political costs for Gulf monarchies. Marandi attributed the crisis to Zionist influence on U.S. policy and lamented missed opportunities to pursue normal relations with the United States, referencing authors Flint and Leverett and their book Going to Tehran, which he suggested could have altered current events if heeded. He concluded by reiterating that lessons were not learned and that the war’s consequences would be lasting.

Despite having the world’s most powerful navy, the United States cannot force the Strait of Hormuz open, and US experts knew it would be closed if Iran was attacked. The US Navy is described as staying miles away, and America’s NATO allies are described as refusing to participate. The Iranians are said to have been preparing for decades, and with the US “running low on weapons,” Iran is described as having plans for a long-term asymmetrical war as a defensive fight for their existence. The transcript claims Iran has the “moral high ground” and “practically all the cards.” The transcript says that by his own admission, Trump expected a quick, decisive victory. It says Trump ignored warnings from experts and listened to Jared Kushner, Steve Witkoff, and Israeli prime minister Netanyahu. It adds that Netanyahu is wanted by the International Criminal Court for war crimes. It claims Trump said it would be “fun to kill the Iranians” and that they are “genetically inferior,” adding that no American president has spoken this way by historical standards. The transcript further claims the US murdered almost 200 school girls with Tomahawk missiles fired at an elementary school. It says Trump responded “can live with it,” and that secretary of war Pete Hegseth said there would be “no quarter” and “no mercy.” The transcript claims that while US-Iran nuclear talks were taking place in Geneva, Israel launched major airstrikes against Iran followed by the US. It says Iran and the US began negotiations again in Geneva in early February, and that Iran agreed to degrade its nuclear stockpiles. It then states that two days after negotiations ended, Trump attacked Iran, describing this as “deceptive diplomacy” used to attack Iran twice in the past year. It says it would be unreasonable for Iran to trust anything the US and Israel say, and that this would only encourage Iran to develop nuclear weapons, which the transcript says Iran has yet to do. For precedent, the transcript claims that during the Korean War the US targeted the civilian population, killing approximately twenty percent and destroying nearly every major city through a scorched earth strategy that targeted dams to destroy the agricultural economy. It says this led North Korea to develop a nuclear deterrent. It also claims Trump recently admitted that Israel has nuclear weapons, and asks why Iran would not build their own. The transcript states that the US director of national intelligence, Joe Kent, submitted his letter of resignation. It says Kent wrote Trump that the war was started due to pressure from Israel and its powerful lobby, and that early in the administration high-ranking Israeli officials and influential US media deployed a misinformation campaign undermining Trump’s “America first” platform and sewing pro-war sentiments. It says this echo chamber deceived Trump into believing Iran posed an imminent threat and that striking now would produce swift victory, and compares the tactic to the Israelis drawing the US into the Iraq War, costing “thousands” of lives. Kent is said to end his resignation with a call to reflect on Iran and “who we are doing it for,” asserting Trump “hold[s] the cards.”

Glenn: Welcome back. We’re joined again by Seyyed Mohamed Marandi, a professor at Tehran University and a former adviser to Iran’s nuclear negotiation team. There’s talk in the US of seizing Kharg Island, which would handle 80–90% of Iran’s oil shipments, effectively a nuclear option to shut down Iran’s economy. What would be Iran’s likely response if the US pursued this path? Marandi: It would be a major problem to access the island because the US would have to fly over Arab regimes in the Persian Gulf. Iran would retaliate if Iranian territory were occupied, taking the war toward a major escalation. The regimes hosting the island would have to pay a heavy price, far greater than now. For the United States, the island is well protected, with Iranian assets on the shore supporting the islanders, and it’s farther from the US Navy and closer to Iran’s shore. But more importantly, such an aggression would be futile: it would not change the Persian Gulf trade through Hormuz, which Iran has effectively controlled by requiring permission to pass. An invasion or occupation would lead to fierce combat and punishment of the regimes that enabled it—Kuwait, Saudi Arabia, the Emirates, Bahrain, Qatar—desert-based states with oil and gas but little water. If the US succeeds in taking the island, Iran’s retaliation would involve destroying assets of the cooperating countries. Long-term, Hormuz could be effectively closed, with upstream infrastructure damaged and no oil or gas able to move, making a later reopening contingent on a peace agreement. The operation would be logistically, militarily, and economically disastrous for global markets. Glenn: There are reports Iran is mining Hormuz. Do you know anything about that operation? Marandi: Iran hasn’t mined Hormuz, the Persian Gulf, or the Indian Ocean. The Iranian navy capable of wartime actions is largely in underground tunnels and includes speedboats, surface-to-sea missiles, and a network of underground bases. Iran has not moved to mine the Gulf. It does not want escalation. Iran has always negotiated; US claims that Iran wanted nuclear weapons at the negotiating table are rejected by Iran, the fatwa, and IAEA history. If negotiations had failed, the US invasion would be unjustified. Doha and Qatar are prepared to restart gas facilities and allow oil to flow if peace returns. If the US escalates to destroy key infrastructure, Iran will retaliate, and Iran can hurt US assets and its proxies more than the US can hurt Iran, with long-term global energy consequences. Iran has been striking bases in the region and says it is prepared to continue until after the midterm elections. Glenn: The US energy secretary says the US Navy is studying options to escort tankers through Hormuz. What are the main challenges? Marandi: It would be virtually impossible. Iran’s navy is largely underground, with mines, surface-to-sea missiles, and drones capable of targeting Hormuz from Iran. If open war begins, Iran would retaliate against regimes hosting US bases. Even if Hormuz were opened temporarily, without oil, gas, tankers, or production, there would be no purpose, and energy prices would spike permanently. The US would likely be forced to accept Iran’s terms for peace to allow oil to flow. Glenn: Trump has spoken of further destruction if needed, but says he’s run out of targets. What do you expect from the American side? Marandi: The US is already targeting nonmilitary sites and civilian targets in Iran. They slaughter civilians, including families and children, with premeditation. They could intensify attacks on oil, gas, electricity infrastructure, which would invite Iran to retaliate. Iran’s society is united, with people on the streets despite the bombardments. If the US destroys infrastructure, Iran would respond, but Iran does not want escalation; it would be catastrophic for the global economy. The media in the West is controlled, and there is little outrage at threats to destroy Iran. Glenn: Israeli and American aims now—what’s at stake, and how end this? Marandi: Since the Gaza genocide and Lebanon escalation, Zionism is increasingly viewed as evil, and public opinion against Zionism is growing in the US. The destruction of Israel’s credibility is the greatest defeat, not battlefield losses. End this war now would be prudent; as Iran strikes back, global sympathy for Iran grows and the empire weakens. If Israel were to use a nuclear weapon, that would be catastrophic and could prompt broader proliferation. Glenn: Any chance Iran could retaliate against Britain or European states? Marandi: Europe and the US will have diminished presence in the region; bases would be forced to leave. He notes the possibility of false-flag attacks in the West and asserts Zionist manipulation as a risk, but emphasizes Iran’s determination to defend sovereignty and support for Palestinians and others. Glenn: Just a final note—Iran had three negotiations, not two, including the JCPOA. Thank you for joining. Marandi: Thank you.

The discussion centers on the prospect of a renewed full-scale war in the Middle East, the motivations behind it, and the strategic implications for the United States, Israel, Iran, and regional partners. - Probability of renewed conflict: Speaker 1 argues that the chances of another US-Israeli assault are high and could be imminent. The war’s continuation is described as driven by Zionist policy, not by US national interests, and there is belief that “the forces surrounding Trump” are not rational. The capacity and readiness for a major operation are described as significant, with US equipment and ground-force preparations in Kuwait, the Emirates, and Bahrain, plus jets in Qatar and Saudi Arabia. - Iran’s stance and Hormuz: The conversation asserts that Iran did not intend to take control of the Strait of Hormuz; rather, that move came as a response to the war and hostile actions in the Persian Gulf. Iran’s side contends that the Strait should not be used as a foothold to wage war against Iran, and that its demand for secure passage is tied to preventing further attacks on Iranian infrastructure. The claim is that Netanyahu pushed for occupying the region and that the war’s origins relate to Zionism. - Netanyahu and policy: The speakers attribute the onset of the war to Netanyahu’s actions, arguing that his approach forced escalation and that the US reoriented its strategy in line with Netanyahu’s goals. The claim is made that the real policy of the US and Europe supports a scenario in which Israel could dominate the region, with the two-state solution presented as a long-standing facade. - Trump’s stance and rhetoric: The dialogue notes fluctuations in Trump’s rhetoric, including posts that reference military action against Iran. It is suggested that Trump wants to withdraw but is constrained by the gap between Iranian demands and what the US is willing to concede. There is a sense that Iran is not satisfied with limited concessions and that Tehran seeks broader sanctions relief plus a permanent adjustment to the Hormuz situation. - Negotiations and concessions: The speakers discuss the negotiations’ sticking points, particularly Iran’s nuclear program and sanctions relief. There is a view that Iran should retain control over the Strait of Hormuz permanently, rejecting any plan to relinquish control or limit enrichment in a way that would be perceived as a concession to Trump or the West. The suggestion is that while limits could be easy to manage through the IAEA, the control of Hormuz must not be offered as a temporary concession. - UAE and Gulf dynamics: The UAE is described as strategically vulnerable and heavily aligned with the US and Israel, creating a target profile for Iran. Iran’s attacks are framed not as personal but as strategic, aiming to impact the global economy by targeting the UAE as a hub. The UAE’s role in regional politics is portrayed as aggressive in its push toward conflict, although the possibility of reconciliation with Iran is acknowledged. - Alaster Crook and decision-making: An anecdote about Alastair Crook is used to illustrate a point about Western decision-making, suggesting that rational analysis often does not drive policy; emotional factors and perceptions influence choices in Washington and European capitals. - Human costs and damage: The discussion references the human and infrastructural toll, including the destruction seen in Gaza and Lebanon, and alleges the US and Israeli campaigns have caused widespread harm, including to schools and civilians. The speakers assert that the war has inflicted severe economic and humanitarian costs and warn of deeper global recession or depression if conflict deepens. - Specific incident and online safety concerns: The host reveals that Speaker 1 has a bounty on his head, stemming from a Twitter account fundraising for kidnapping him; the account was initially not removed, drawing attention to online threats associated with the conflict. - Nuclear diplomacy and a potential deal: When considering a hypothetical deal, Speaker 1 asserts that Hormuz control must be permanent and rejects a proposal for temporary limits or enrichment concessions in exchange for sanctions relief or assets unfrozen. He emphasizes that Iran believes its nuclear program is a sovereign right and should be handled through international mechanisms like the IAEA rather than through punitive terms tied to Hormuz control. He also reiterates that the nuclear issue has long been used as a pretext for broader policy aims. - Final takeaway: The conversation closes with a sense of caution about the likelihood of avoiding a renewed war, a recognition of the high stakes involved, and an insistence that Hormuz control be non-negotiable for Iran, while acknowledging the potential for reconciliation if Gulf states reevaluate alignment with Israel and the US.