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Iran Conflict 2026
25MAY

Trump pauses Project Freedom by post

3 min read
13:55UTC

Donald Trump paused Project Freedom on Truth Social on 5 May citing Pakistan's request; Rubio called Operation EPIC FURY 'now over' on the same day. No signed presidential instrument accompanied either announcement.

ConflictDeveloping
Key takeaway

A blockade announced and paused by Truth Social leaves the legal floor unchanged across both directions.

Donald Trump paused Project Freedom 'for a short period of time' on Truth Social on Tuesday 5 May, citing Pakistan's request and 'great progress' towards a deal 1. Secretary of State Marco Rubio simultaneously declared Operation EPIC FURY 'now over' with the United States in 'defensive' mode, while affirming that the blockade remains 'in full force and effect' 2. The White House presidential-actions index recorded zero Iran instruments across 4-6 May; the only proclamations Trump signed were National Physical Fitness and Sports Month and Jewish American Heritage Month 3.

Project Freedom was announced on Truth Social on Sunday 3 May with no signed instrument behind it , . Two days later it was paused by Truth Social with no signed instrument behind that either. Rubio's declaration that EPIC FURY is over was a press-availability statement, not a Federal Register notice. The blockade, the paused convoy and the 'defensive' posture all rest on the same procedural floor: presidential speech.

Tehran has produced, since the start of May, a 12-article sovereignty law , a presidential-equivalent sovereignty claim , and a named regulatory authority. Washington has produced press releases on war.gov , an OFAC General Licence , and Truth Social posts. The War Powers Resolution clock the administration declared inoperative on 1 May , is now invoked by neither side as a constraint. Senator Lisa Murkowski's draft Iran AUMF (Authorisation for Use of Military Force), with Todd Young signed as fourth Republican co-sponsor, remains on her 11 May filing target when the Senate returns from recess , ; whether she files is the live test of whether any signed Iran paper reaches the floor before the operation resumes.

Deep Analysis

In plain English

The US president announced he was pausing a naval operation and his secretary of state declared a military operation 'over' on the same day, both via press statements rather than any official legal document. No presidential order, no signed military directive, and no formal notification to Congress accompanied either announcement. This matters because signed legal documents are what make military operations official under US law. Without them, the pause can be reversed by a tweet, the 'end' of one operation can coexist with the continuation of the blockade, and Congress has no formal record to challenge. Iran and its negotiating partners cannot rely on a social media post as a durable commitment.

Deep Analysis
Root Causes

The instrument-free pattern runs to a structural feature of the second Trump administration's national security architecture: the National Security Council staff was reorganised in early 2025 to route decisions directly through the Chief of Staff rather than through the interagency process that previously produced presidential decision documents.

The NSC Principals Committee, which would normally generate the paper trail for a military campaign of this scale, has not been convened on Iran in the form that produces signed outputs.

The Article II elasticity argument the administration relies on has a specific legal genealogy: the OLC memoranda from the 1999 Kosovo campaign and the 2011 Libya operation established that the War Powers Resolution 60-day clock could be interpreted as inapplicable to operations below a threshold of 'hostilities', a category the Trump administration is applying to a conflict with 67+ days of kinetic exchange.

What could happen next?
  • Precedent

    Declaring military operations over without a signed instrument creates a constitutional template that future administrations can use to conduct undeclared wars of indefinite duration.

    Long term · 0.71
  • Risk

    The narrative divergence between Trump's 'great progress' framing and Iranian state media's 'Trump backs down' framing means any subsequent ceasefire paper must resolve contradictory domestic claims in both countries simultaneously.

    Short term · 0.79
  • Consequence

    Allied navies operating under the Northwood rules of engagement cannot coordinate with CENTCOM forces whose mission status is defined by social media posts rather than published operational orders.

    Immediate · 0.74
First Reported In

Update #89 · Truxtun gets through; Trump pulls back

CNN· 6 May 2026
Read original
Causes and effects
This Event
Trump pauses Project Freedom by post
Both the launch and the pause of an active naval blockade rested on presidential speech, leaving the operational floor unchanged from the morning of the kinetic exchange.
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.