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Iran Conflict 2026
24MAY

Vance rebuffs Netanyahu on regime change

2 min read
14:49UTC

The US Vice President told Israel's Prime Minister he was overselling regime change, then went on a podcast to declare victory and promise more war in the same breath.

ConflictDeveloping
Key takeaway

Washington and Jerusalem are fighting different wars on the same battlefield.

Vice President JD Vance told the Benny Show podcast on 28 March that the war would continue "a little while longer" to ensure Iran is "neutered for a very long time." In the same interview, he claimed Iran's conventional military is "effectively destroyed" and a third of its missile arsenal gone 1. The two claims sit uneasily together.

In a tense phone call with Prime Minister Benjamin Netanyahu, Vance knocked the Israeli leader for "overselling the likelihood of Iran regime change." US officials subsequently accused Israel of "smearing Vance" after the exchange leaked. Secretary of State Marco Rubio had told G7 ministers on 27 March that the war needs 2 to 4 more weeks , the first official acknowledgement the timeline has slipped. The 6 April deadline for strikes on Iran's power grid is now eight days away with no movement toward the conditions that would prevent it.

The fracture defines the war's trajectory. Israel wants the Iranian government replaced. The US wants nuclear facilities degraded and Hormuz reopened. These are different wars sharing a kinetic phase. Iran's asymmetric strategy exploits exactly this gap: without a unified strategic objective, every Iranian escalation forces Washington and Jerusalem to negotiate with each other before they can respond. That internal delay is itself a strategic advantage for Tehran.

The contradiction in Vance's own messaging (objectives met, war must continue) mirrors the broader alliance problem. If the mission is accomplished, the war has no mandate to continue. If it must continue, the mission is not accomplished. Both things cannot be true.

Deep Analysis

In plain English

The United States and Israel are fighting in the same war but not for the same goal. The US wants to destroy Iran's nuclear programme and reopen the oil shipping lane at Hormuz. Israel wants the Iranian government replaced entirely. US Vice President JD Vance told a podcast the war has nearly achieved its aims, then told Israel's prime minister to stop claiming it would end with regime change. Those two positions contradict each other. This matters because Iran's strategy depends on keeping the two allies arguing with each other. Every time Iran escalates, the US and Israel first have to negotiate what to do about it before they can respond. That delay is exactly what Tehran wants.

Deep Analysis
Root Causes

The fracture originates in the two countries' different threat assessments. For Israel, Iranian regime survival is an existential threat; nuclear degradation alone leaves the regime intact and able to rebuild. For the US, regime change triggers occupation, reconstruction, and a nation-building commitment that Trump explicitly rejected.

Iran's asymmetric strategy deliberately exploits this gap. Every Iranian escalation (Houthi entry, aluminium strikes, university threats) forces Washington and Jerusalem to negotiate their response with each other before they can act. Internal US-Israeli negotiation is itself Tehran's most effective delaying tactic.

What could happen next?
  • Risk

    The US-Israeli strategic divergence gives Iran time to lock in legal and domestic architecture around Hormuz before a unified allied response can be coordinated.

    Immediate · 0.8
  • Consequence

    If Vance's 'effectively destroyed' claim becomes the official US position, it narrows the justification for continued operations and risks Israeli unilateral escalation.

    Short term · 0.7
  • Precedent

    An alliance fracture at this stage normalises divergent war aims within the coalition, making it harder to agree on ceasefire terms.

    Medium term · 0.65
First Reported In

Update #51 · Iran hits aluminium plants; Hormuz emptying

Times of Israel· 29 Mar 2026
Read original
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.