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Iran Conflict 2026
25MAY

Iran: US must leave region to end war

3 min read
13:55UTC

Four days after opening what appeared to be a diplomatic window, Iran's foreign minister set conditions for peace that would require dismantling 46 years of American military presence in the Gulf.

ConflictDeveloping
Key takeaway

Iran's ceasefire conditions demand American regional withdrawal — terms no US administration has accepted since 1979.

Iranian Foreign Minister Abbas Araghchi told The National: "We don't believe in a ceasefire. We believe in ending the war on all fronts" 1. Iran's conditions: the United States must halt all attacks, commit to never repeating them, withdraw every military base from the region, and pay reparations. Araghchi denied any contact with Washington — directly contradicting Trump's repeated assertions that Tehran wants a deal.

Four days earlier, Araghchi had stated "this war must end" — the first Iranian formulation that described an end-state rather than simply rejecting talks. Before that, he told CBS that Iran had "never asked for a ceasefire" . The trajectory — flat refusal, then conditional opening, then maximalist demands — tracked events on the ground. The hardening came after Israel killed three members of The Supreme Leader's inner circle in 48 hours, including Ali Larijani , who had served as nuclear negotiator, Parliament speaker, judiciary chief, and SNSC secretary across four decades of Iranian statecraft.

The conditions are not improvised wartime demands. Iran has sought the removal of American forces from The Gulf since 1979. President Carter declared in January 1980 that any attempt to gain control of the Persian Gulf would be "repelled by any means necessary, including military force" — establishing a military presence that every subsequent administration has maintained. Araghchi is demanding as a condition of peace what Iran has failed to achieve through 46 years of confrontation.

Whether Araghchi speaks for anyone with authority over war-and-peace decisions is itself unresolved. Pezeshkian's civilian government has operated on a visibly separate track from the IRGC since the conflict began. The officials who bridged that gap are dead: Larijani, killed on 16 March, connected civilian institutions to the security establishment; Intelligence Minister Khatib, killed hours before this interview, linked internal security to the IRGC's overseas operations. The question is no longer only what terms Iran would accept — it is whether anyone remaining in Tehran is positioned to negotiate them.

Deep Analysis

In plain English

Iran's foreign minister is now saying the war can only end if the United States withdraws from the entire Middle East and pays war reparations. Four days ago, the same official used language suggesting Iran might want to negotiate. The reversal is significant: these conditions are structurally impossible for any US government to accept. Iran is either performing domestically — showing resolve after its leaders were killed — or the internal debate has shifted decisively toward hardliners who do not want negotiations at all.

Deep Analysis
Synthesis

Araghchi's four-day reversal is analytically more significant than either statement in isolation. A diplomat who opens a window and then slams it shut within 96 hours, under sustained military pressure, is either responding to internal political realignment or performing for a domestic audience that just lost three senior figures. Both readings point to the same conclusion: Iran's internal balance of power has shifted toward those who see negotiations as capitulation.

Root Causes

Iran's demand for reparations and US base removal reflects the Islamic Republic's foundational anti-American ideology, which cannot be formally abandoned without delegitimising the regime's 47-year identity narrative. The IRGC's institutional interests — which depend structurally on a confrontational posture with the US to justify domestic political dominance — constrain any foreign minister's room for pragmatic compromise regardless of personal disposition.

Escalation

The 96-hour reversal from 'this war must end' to maximalist demands coincides precisely with three senior leadership killings in 48 hours. This suggests the assassination campaign is not degrading Iran's decision-making so much as radicalising its public posture — potentially the opposite of the stated Israeli strategic objective. If decapitation hardens rather than fragments Iran's negotiating position, the campaign's strategic rationale requires reassessment.

What could happen next?
  • Meaning

    The 96-hour shift from 'war must end' to maximalist demands signals internal hardliner consolidation following the three senior leadership killings.

    Immediate · Assessed
  • Risk

    If Iran's conditions reflect a durable internal consensus rather than performance, no diplomatic off-ramp exists within any foreseeable US political configuration.

    Medium term · Assessed
  • Precedent

    Denial of US contact while setting maximalist public terms mirrors Iran's JCPOA-era pattern of public maximalism preceding back-channel pragmatism — but that pattern took years to resolve.

    Short term · Suggested
  • Risk

    Araghchi's hardening constrains Iranian moderates' ability to reopen diplomatic channels without appearing to capitulate under military pressure.

    Medium term · Suggested
First Reported In

Update #41 · South Pars struck; Iran hits Qatar's LNG

The National· 19 Mar 2026
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Causes and effects
This Event
Iran: US must leave region to end war
Iran's diplomatic position has hardened from a conditional opening to maximalist demands following the killing of three senior officials in 48 hours, foreclosing the nearest-term path to negotiation while raising the question of whether anyone in Tehran retains the authority to negotiate at all.
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.