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Iran Conflict 2026
24MAY

Pezeshkian offers peace; Khamenei won't

3 min read
14:49UTC

Iran's president outlined three ceasefire conditions that Washington and Tel Aviv have already ruled out. On the same day, the Supreme Leader called for new fronts — a government speaking with two voices on the central question of the war.

ConflictDeveloping
Key takeaway

Pezeshkian's conditions serve the diplomatic record; the IRGC, not he, controls the war's trajectory.

In calls with the leaders of Pakistan and Russia on Thursday, President Masoud Pezeshkian set out three conditions for ceasefire. First: recognition of Iran's "legitimate rights" — language encompassing both the nuclear programme and regional influence. Second: reparations for damage from US-Israeli strikes, with no figure named. Third: binding international guarantees against future military aggression.

Each condition is incompatible with the opposing side's stated position. Washington demanded unconditional surrender on Day 7 . Israel's stated war aim remains the replacement of Iran's government . Neither party will negotiate reparations to a government they intend to remove. The conditions read less as a diplomatic opening than as a documentary exercise — a public record Pezeshkian can cite later as proof he pursued peace while under sustained bombardment. They echo his earlier rejection of Trump's surrender demand as "a dream that they should take to their grave" , but repackage defiance in the language of international law.

The deeper problem is whether Pezeshkian can deliver a ceasefire even if one were agreed. This is the same president who ordered a halt to Gulf strikes on 6 March , watched the IRGC resume strikes within hours , then reversed course entirely the next day, vowing to step up attacks on US targets . In Iran's constitutional structure, The Supreme Leader — not the president — holds command authority over the armed forces and sets the strategic direction of foreign policy. On the same day Pezeshkian articulated ceasefire terms, Mojtaba Khamenei's statement called for "the opening of other fronts." The president talks of peace; the rahbar talks of escalation. Iran's government has issued four mutually contradictory positions on war and diplomacy in ten days — apology, halt order, escalation pledge, and now ceasefire conditions — from a civilian president who does not control the forces doing the fighting.

Deep Analysis

In plain English

Iran's elected president has publicly outlined three conditions for a ceasefire — but all parties know the US and Israel will not accept them. This is less about ending the war and more about Pezeshkian being able to cite a peace effort if asked later. Meanwhile, Iran's real military decision-makers — the Revolutionary Guards and the Supreme Leader — are talking about opening new fronts. Pezeshkian's peace conditions and Khamenei's escalation signals arrived on the same day. The president and the military leadership are publicly pulling in opposite directions, and under Iran's constitution the military leadership wins.

Deep Analysis
Synthesis

Islamabad and Moscow were chosen, not Beijing, Ankara, or the UN Secretary-General. Pakistan carries leverage with both Iran and the Gulf states; Russia holds a Security Council veto and active military channels to Tehran. The routing suggests Iran is assembling a parallel diplomatic track designed to outlast the military phase rather than resolve it — building a coalition that can eventually offer face-saving terms Washington cannot veto.

Root Causes

Pezeshkian's choice of Pakistan and Russia — not UN channels or European intermediaries — as interlocutors reflects Iran's post-2022 SCO alignment strategy. Tehran is routing diplomacy through a non-Western architecture consistent with its 2023 full SCO membership and bilateral security treaty with Russia. This is structural positioning, not improvisation under pressure.

Escalation

Pezeshkian's public maximalism locks him into positions that make any future Iranian concession appear as capitulation, reducing his political utility as a future interlocutor. This self-binding effect modestly raises the structural barrier to negotiated settlement even after current leadership positions change.

What could happen next?
  • Meaning

    Pezeshkian's conditions establish a separate civilian diplomatic track distinct from IRGC military command — relevant to any post-war governance and accountability framework.

    Short term · Assessed
  • Consequence

    Incompatible opening conditions eliminate near-term mediation prospects, sustaining the Hormuz blockade and its downstream economic disruptions for at least the immediate period.

    Immediate · Assessed
  • Risk

    Public maximalist conditions reduce Pezeshkian's future utility as a peace interlocutor by making any Iranian concession appear as capitulation to domestic audiences.

    Medium term · Suggested
  • Precedent

    Routing diplomacy through Pakistan and Russia rather than UN channels signals a preference for non-Western diplomatic architecture that could shape the structure of any eventual settlement framework.

    Long term · Suggested
First Reported In

Update #33 · Oil breaks $100; war reaches Iraqi waters

Al Jazeera· 13 Mar 2026
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Causes and effects
This Event
Pezeshkian offers peace; Khamenei won't
Pezeshkian's conditions are structured to be rejected. They establish a diplomatic record — evidence that Iran's civilian leadership pursued peace under bombardment — rather than a diplomatic opening. The simultaneous divergence between the president's ceasefire terms and the Supreme Leader's call for escalation exposes the constitutional fracture at the centre of Iran's war policy: the president lacks command authority over the armed forces, and the Supreme Leader who holds that authority is calling for expansion.
Different Perspectives
Lloyd's of London
Lloyd's of London
The Joint War Committee left Hormuz war-risk premiums at $10-14 million per voyage on 25 May, declining to move on Brent's 5% fall. The JWC's protocol requires a UN Security Council resolution or bilateral government certification letter before de-listing, and neither has arrived: a verbal understanding does not satisfy the formal condition the reinsurance market's treaty terms require.
Gulf Arab producers
Gulf Arab producers
Saudi Arabia and UAE depend on Hormuz for their own crude exports; Aramco CEO Nasser has warned no oil market recovery arrives until 2027 if the blockade continues past mid-June. Monday's $98.96 Brent settlement shortens nothing for Gulf producers without a signed instrument and a Pentagon mine-clearance timeline that runs up to six months post-ceasefire.
Qatar
Qatar
Qatar holds $12bn of frozen Iranian assets at the centre of the sequencing dispute but cannot release them without explicit US Treasury authorisation, given the original freeze was a US instrument. As the asset-holding state, Qatar's leverage is real but passive: it is the escrow holder, not the decision-maker, and any resolution requires US Treasury sign-off that Trump has withheld.
Pakistan
Pakistan
With both Prime Minister Sharif and army chief Munir simultaneously in Beijing on 25 May, Pakistan has for the first time consolidated its civilian and military mediation tracks under China's roof. Munir's direct Tehran-to-Beijing flight signals that the security and financial threads of the sequencing problem are now being worked in parallel rather than sequentially.
China
China
Beijing hosted Pakistan's principal mediators and Iran's China envoy Ghalibaf simultaneously on 25 May while its banking regulator capped new state-bank lending to five sanctioned refiners. China is simultaneously the most credible third-party underwriter of the $12bn sequencing and the state whose institutions face live OFAC secondary-sanctions exposure if the deadlock persists through GL V's expiry.
United States
United States
Trump posted on 24 May that the blockade holds until a deal is certified and signed, ruling out the informal MOU structure both sides had been building. The 'certified, and signed' condition is the first operational bar Trump has attached in 87 days, but it arrived without an executive instrument, maintaining the gap between posted ultimatum and signed US policy.