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Iran Conflict 2026
26JUL

Pakistan relays Trump's terms to Tehran

3 min read
12:01UTC

US envoys Witkoff and Kushner reportedly reached Iran's parliamentary speaker through Pakistani intermediaries — but Ghalibaf's authority to bind the forces prosecuting the war is an open question.

ConflictDeveloping
Key takeaway

Ghalibaf's IRGC background means any agreement he reaches cannot bind Iran's military without separate authorisation.

Axios identified Mohammad Bagher Ghalibaf, Iran's parliamentary speaker, as the Iranian figure in contact with the Trump administration 1. US special envoys Steve Witkoff and Jared Kushner reportedly spoke with Ghalibaf on Sunday evening 2. CNN reported the US shared a 15-point list of expectations via Pakistan 3. Whether Iran agreed to any terms remains unclear. Mediators are NOW working to arrange a face-to-face meeting between Ghalibaf and the US delegation in Islamabad.

Pakistan has form as an intermediary. Islamabad maintained working relationships with both Washington and Tehran through the 2015 nuclear negotiations and keeps intelligence-level contacts with the IRGC. The proposed Islamabad venue gives Pakistan a visible mediating role it has sought since hostilities began — and a stake in any outcome.

The choice of interlocutor raises a harder question. In Iran's constitutional architecture, The Supreme Leader commands the armed forces; the IRGC reports to his office, not to Parliament. Four days ago, Ghalibaf himself publicly threatened that regional energy and oil infrastructure "will be irreversibly destroyed" if Iranian power plants are struck . Whether he can negotiate a peace framework depends on who is directing him. The Jerusalem Post reported, citing unnamed sources, that the IRGC controls the new Supreme Leader Mojtaba Khamenei rather than the reverse , and Mojtaba has not appeared in public since assuming office on 9 March . If the Guards are the effective authority, Ghalibaf's remit extends only as far as they permit.

The gap between Washington's claims and Tehran's denials is narrow but measurable. A senior Iranian Foreign Ministry official told CBS News: "we received points from the U.S. through mediators and they are being reviewed" 4 — a shift from Araghchi's categorical denial of any US contact four days earlier . Whether this opening widens into an Islamabad meeting depends on a calculation no Pakistani mediator controls: whether Iran's military leadership sees greater value in a diplomatic exit than in the toll revenues and strategic leverage the Hormuz Chokepoint currently provides.

Deep Analysis

In plain English

The US sent Kushner and Witkoff — Trump's personal envoys — to speak with Iran's parliamentary speaker through Pakistani intermediaries. The choice of Ghalibaf matters because he is not Iran's foreign minister or supreme leader: he is the speaker of parliament and a former IRGC commander. That is roughly like negotiating a company's debt restructuring with its head of parliamentary relations rather than its chief financial officer. He can convey messages and signal intent, but he cannot commit Iran's military to compliance with any terms he agrees. Any deal he reaches still requires separate sign-off from Iran's Supreme Leader and the IRGC command.

Deep Analysis
Synthesis

The Abraham Accords model succeeded with Gulf states that had economic modernisation incentives and no existential ideological objection to US engagement. Iran's case differs structurally: regime legitimacy is partly constituted by anti-American posture, and Ghalibaf's IRGC background makes him accountable to the same military command currently under bombardment. Transplanting an Accords-style personal-diplomacy methodology to a party under active attack — whose negotiating representative cannot bind its own military — is applying a tool designed for a structurally different problem.

Root Causes

Kushner's involvement — rather than career State Department diplomats — mirrors the Abraham Accords model: Trump's structural preference for personal-relationship diplomacy that bypasses institutional frameworks and moves with direct presidential authority. This model succeeds when counterparts have economic incentives to engage; it lacks the institutional backstop to manage failure when they do not.

What could happen next?
  • Opportunity

    Pakistan's intermediary role provides multilateral cover and face-saving architecture that publicly acknowledged bilateral US-Iran talks could not offer either government domestically.

    Immediate · Suggested
  • Risk

    The Kushner-led personal-diplomacy model has no institutional backstop if negotiations collapse — no State Department infrastructure exists to maintain continuity or manage failure gracefully.

    Short term · Assessed
  • Meaning

    Ghalibaf's selection as Iran's interlocutor confirms the IRGC-political complex, not the foreign ministry, is managing Iran's crisis response and will determine any settlement's durability.

    Immediate · Assessed
  • Consequence

    If the Islamabad meeting occurs, it normalises direct US-Iran crisis contact at senior level, potentially reactivating diplomatic channels frozen since the 2018 JCPOA withdrawal.

    Medium term · Suggested
First Reported In

Update #46 · Trump delays strikes; oil crashes to $99

Axios· 24 Mar 2026
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Causes and effects
This Event
Pakistan relays Trump's terms to Tehran
The channel's structure — Pakistan as go-between, a parliamentary speaker as counterpart — reveals both the possibility of negotiations and their limits. Ghalibaf holds no command authority over the IRGC or Iran's military operations, meaning any framework he discusses cannot bind the forces fighting the war unless the supreme leader's office and the Guards endorse it.
Different Perspectives
Hormuz shipping and insurance market
Kpler, Lloyd's List and S&P Global each independently put Strait of Hormuz transits at a seventh to a sixth of pre-war levels, against CENTCOM's own position that the strait remains open for transit. War-risk premiums rose from 0.25% to 3-10% of hull value in mid-July and have held steady since.
Pakistan (with China)
Pakistan (with China)
Iran's interior minister met Pakistan's army chief in Islamabad on 25 July, his second visit in ten days, with China separately pushing the same track; Islamabad's stated precondition, a halt to Gulf attacks, broke within hours when the Houthis struck Yanbu and Jazan. The channel inherits Baghdad's opening without yet fixing what broke it.
Saudi Arabia
Saudi Arabia
Saudi Arabia absorbed Houthi strikes on Aramco-linked sites at Jazan and Yanbu on 25 July without confirming them, while holding a 30-year civil nuclear agreement Trump made conditional on joining the Abraham Accords two days after signing it. Riyadh is fighting on one front while being asked to concede on another.
Iran (state security leadership)
Iran (state security leadership)
Iran's security chief said strikes continue until the enemy's "total surrender", and no IRNA, Tasnim or Fars report carries any stand-down language to match Washington's pause. Tehran reads the halt as "strategic decision-making fatigue", not a restraint it needs to reciprocate.
Washington (Pentagon and White House)
Washington (Pentagon and White House)
A Defense Department source called the bombing halt "on a hold", Pentagon spokesman Sean Parnell insisted the US "retains a deep arsenal of capabilities", and the White House credited "successful sanctions" and thirteen days of strikes for the same pause. Three explanations from one government suggest none of them is the whole one.
Oil traders
Oil traders
Sent Brent down 2.29 per cent to $98.38 a barrel on reports that mediation was reviving, moving the price on CENTCOM's quiet night rather than on Trump's same-day promise of a bigger operation with no deadline attached.