Skip to content
You can now search across every topic, entity and event.What's new
Iran Conflict 2026
12AUG

Khamenei backs deal, in language of leaving

3 min read
14:52UTC

Mojtaba Khamenei endorsed the US-Iran MOU in his first written message on 18 June, then branded the enemy's demands excessive and handed the deal's outcome to President Pezeshkian.

ConflictDeveloping
Key takeaway

Permission to negotiate arrived in the language of permission to leave.

Mojtaba Khamenei broke a written silence on Thursday 18 June, the day after the signing, with his first message to the nation since taking office 1. Unseen in public since 8 March and reachable only by sealed courier, Iran's Supreme Leader endorsed the US-Iran memorandum and stripped it of ideological weight in the same breath.

Future talks with the doshman, the enemy, "do not mean accepting its views", he wrote, and Iran will not yield to zeyadeh-khahi, excess demands. The original Farsi runs harder than the English summaries carried. Doshman is a formal designation in Iranian state discourse, not a turn of phrase, and its use signals that the negotiation is tolerated, not embraced.

Khamenei delegated accountability for the deal to President Masoud Pezeshkian, keeping his own name off the outcome. This is the leader his negotiators had told Washington approved the framework at the highest level . His authority rests on the Revolutionary Guard Corps rather than the clergy, and a written endorsement that brands the enemy's asks excessive is the cheapest way to satisfy hardliners while keeping the talks nominally alive. The same actor who approved the framework now frames its enforcement as overreach. The endorsement reads as permission to negotiate that doubles as permission to walk.

Deep Analysis

In plain English

Iran's Supreme Leader is the most powerful person in the country, above even the elected president. After the peace deal was signed, Mojtaba Khamenei published a message on 18 June backing it. But his backing came with important conditions. Khamenei used the Farsi word for enemy to describe the US and said that talking to the enemy does not mean agreeing with it. He placed all responsibility for how the deal turns out on President Masoud Pezeshkian. Under the Iranian constitution, this means Pezeshkian carries the political cost if the deal fails, and Khamenei remains insulated. No previous Supreme Leader had used this liability-transfer formula for a major diplomatic agreement.

Deep Analysis
Root Causes

The liability-transfer structure reflects the circumstances of Mojtaba Khamenei's appointment. Named Supreme Leader under IRGC pressure following his father's death on 28 February 2026, he has no independent religious authority base and communicates only through handwritten messages. His legitimacy rests on IRGC support, which means he cannot afford to own a deal the IRGC's Ahmad Vahidi opposes.

In Iranian state discourse, designating the US as doshman (enemy) rather than a softer term signals that negotiations carry no moral weight of reconciliation. Khamenei used the doshman label to signal to the IRGC hardline base that he was permitting the talks without validating them ideologically. This framing pre-empted IRGC criticism: Nahavian and the Paydari Front had already publicly opposed the MOU before Khamenei's statement arrived.

Pezeshkian formally accepted accountability for MOU outcomes on 18 June, mirroring the IRGC's own framing that Iran was negotiating from a position of strength. Pezeshkian must now deliver an outcome satisfying both that framing and US minimum demands, positions that may be structurally incompatible.

Escalation

Khamenei's liability-transfer posture reduces the risk of immediate MOU collapse (he has endorsed it) while increasing the risk of Phase 2 collapse (he has pre-classified US nuclear demands as excessive). The 60-day window for final agreement now runs against a Supreme Leader who has built himself a credible exit from any deal that touches the nuclear programme.

What could happen next?
  • Risk

    Khamenei's pre-classification of full IAEA access and stockpile transfer as excessive demands creates a structural collision with the MOU's stated nuclear obligations, making Phase 2 nuclear talks likely to fail on day one if the US presents those as minimum requirements.

    Short term · Assessed
  • Consequence

    Pezeshkian now carries political accountability for MOU outcomes he cannot deliver without IRGC consent, placing Iran's reform faction in an impossible position during Phase 2.

    Medium term · Assessed
  • Meaning

    The doshman framing in the statement is the first public use of that designation in a formal Supreme Leader communique since the war began, signalling that the MOU has not changed Tehran's ideological posture toward Washington.

    Immediate · Assessed
First Reported In

Update #132 · Trump lifted the blockade, not the strait

Sputnik Farsi / Times of Israel· 19 Jun 2026
Read original
Different Perspectives
Anwar Gargash, UAE presidential diplomatic adviser
Anwar Gargash, UAE presidential diplomatic adviser
Gargash warned the region cannot stay trapped between "neither war nor peace", naming the stalemate itself as unsustainable for a Gulf state hosting US forces and absorbing the shipping-risk cost without being party to either the strike decisions or the corridor talks.
Shipping and insurance underwriters
Shipping and insurance underwriters
War-risk premiums are still set against an active blockade and a fatal Bab el-Mandeb attack with an unresolved vessel identity. A disabling strike and a diplomatic "advanced" claim pulling in opposite directions gives underwriters no single signal to reprice cover against.
Pakistan and Qatar (Oman corridor mediators)
Pakistan and Qatar (Oman corridor mediators)
Pakistan's defence minister said matters are "shaping up in favor of peace" on Hormuz and a Qatari spokesperson called the Iran-Oman reopening talks advanced. Both are publicly ahead of Tehran's own security council, which has just disowned the deal's significance.
United States Central Command / President Trump
United States Central Command / President Trump
CENTCOM confirmed a helicopter strike disabled a container ship that tried to evade the blockade, and Trump said the US "totally controls" the Strait of Hormuz. Washington is treating evasion of the blockade as grounds for disabling fire rather than the redirection tactic CENTCOM used through July.
Mohsen Rezaei, Iran's Supreme National Security Council
Mohsen Rezaei, Iran's Supreme National Security Council
Rezaei told China's ambassador Hormuz reopens only when the US ends the war and unblocks Iran's funds, and that the Oman transit deal "will have no impact" on that decision. He is drawing a hard line between the technical corridor track and the political settlement his council controls.
Yemen's internationally recognised government and affected communities
Yemen's internationally recognised government and affected communities
SABA reported at least 17 soldiers killed at Saudi-backed camps in eastern Yemen as tanker use of Bab el-Mandeb fell. The fighting adds civilian and supply risks to a route ships use when Hormuz is unsafe.