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Iran Conflict 2026
13JUN

Vance rebuffs Netanyahu on regime change

2 min read
10:52UTC

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
Oil markets / Lloyd's of London
Oil markets / Lloyd's of London
Brent fell to near $87.33 on 80 per cent deal-probability pricing, but Lloyd's has not de-listed Hormuz from its war-risk register and shipping diversions continue at 139 vessels. Insurance markets are lagging futures: physical risk remains while financial markets have spent the good news before the paper exists.
India
India
Modi is expected to raise the deaths of three Indian sailors in the 11 June CENTCOM strike on the MT Settebello with Trump at G7 sidelines, the first non-party leader to put the blockade's human cost into a formal bilateral. New Delhi is also a major Iranian oil buyer whose import volumes the sanctions-relief terms will govern.
Israel (Netanyahu)
Israel (Netanyahu)
Netanyahu stated Israel is not party to the deal on 12 June; Defence Minister Katz ruled out the Lebanon withdrawal Iran's draft demands, inserting a third blocker the US-Iran negotiating channel cannot resolve. Israel's position tethers Hormuz reopening to a Lebanon settlement Washington has not brokered.
Pakistan (mediator, Sharif/Naqvi)
Pakistan (mediator, Sharif/Naqvi)
Sharif declared a final agreed text on 12 June before either principal confirmed it, running two Tehran visits in under a week without securing a written IRGC or Khamenei response. Islamabad's incentive to claim a diplomatic win outpaces its standing to deliver either capital's signature.
Iran foreign ministry (Araghchi)
Iran foreign ministry (Araghchi)
Araghchi declared digital signing within days while setting dilute-in-Iran as a non-negotiable red line on the 440.9 kg HEU stockpile, a standing Tehran position he cannot override without authorisation from Khamenei, reachable only by courier. The FM track is sprinting to close before the IRGC reasserts control.
Trump administration / CENTCOM
Trump administration / CENTCOM
Vance called the deal still TBD on 12 June while CENTCOM downed Iranian drones over Hormuz for a second consecutive night and the White House register stayed blank. Washington holds the ship-out position on HEU and has not signed an Iran instrument in over 100 days of conflict.