Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
Russia-Ukraine War 2026
16APR

Iran and US publish two different deals

3 min read
14:27UTC

Iran's security council framed the unsigned memorandum as a 10-point Iranian victory including enrichment rights, while the US text demands Iran surrender its enriched uranium first.

ConflictDeveloping
Key takeaway

Iran's security council published a victory text the US version directly contradicts, leaving the uranium item unresolved.

Iran's Supreme National Security Council, the SNSC, the body that co-ordinates Iran's defence and foreign policy under the Supreme Leader, issued a statement framing the unsigned war-ending memorandum as a 10-point Iranian victory, including a recognised right to enrich uranium and a US non-aggression guarantee. 1 The deputy secretary, Ali Bagheri Kani, told Euronews in Farsi on 27 May that Iran's stockpile of Highly Enriched Uranium, HEU, the weapons-usable material at the core of the dispute, is "not on the agenda". 2 The US text lists HEU disposal as the first priority of the 60-day window.

Tehran and Washington are now publishing incompatible versions of the same accord, an advance on the earlier three-party contradiction over nuclear terms : a formal SNSC document that sells the deal domestically as enrichment recognised and sanctions lifted, the mirror image of what Washington describes. Trump told reporters he was "not in a rush" and wanted "a couple of days" before signing. 3

Trump has barred Russia and China from holding the uranium and named no replacement custodian , so the one item both texts must resolve has no agreed location. The deadlock is structural: Trump needs uranium removal to satisfy his domestic constituency, and Khamenei needs enrichment recognised to justify 90 days of war, so each side requires its own script. A reader inside either government can now point to an official version that says the opposite of the other's, and a deal cannot be signed off two contradictory texts without one side conceding in public.

Deep Analysis

In plain English

Both Iran and the United States say they are close to an agreement to stop fighting and reopen the Strait of Hormuz. But on 29 May each government published a different description of what they think the deal says. Iran's Supreme National Security Council (its top security body) called it a ten-point Iranian victory that includes the right to keep enriching uranium. The US text says Iran's highly enriched uranium (the most dangerous kind, usable in a weapon) must be dealt with first, as the number-one priority. A deal cannot be signed if the two sides are publicly describing it in opposite ways. One of them has to accept the other's version, or they have to agree on new language that neither government has to openly take back. That is what Pakistan is now trying to arrange as the sole mediator.

Deep Analysis
Root Causes

Trump's decision to bar Russia and China as HEU custodians on 27 May removed the one sequencing bridge between the US Phase 1 demand and Iran's Phase 2 deferral. Without a named third-country custodian, the HEU disposal clause has no operational content: both sides can notionally agree that HEU must be addressed without agreeing where it goes or when. That ambiguity allows each government to claim its text is operative.

The SNSC's institutional role amplifies the contradiction. Unlike Araghchi's foreign ministry, the SNSC answers directly to the Supreme Leader and publishes with his implicit authority.

A statement framing enrichment as 'recognised' in a ten-point victory document cannot be quietly withdrawn without the Supreme Leader's visible endorsement of a different text. Mojtaba Khamenei's 21 May directive converting the HEU stockpile into a sovereignty asset set the floor that the SNSC document formalises.

What could happen next?
  • Risk

    The SNSC's published ten-point framing binds the Supreme Leader to an enrichment-recognised outcome, making any final Iranian concession on HEU disposal a public climb-down that hardline bloc can weaponise domestically.

  • Consequence

    Trump's barring of Russia and China as custodians leaves the HEU clause with no operational content, enabling both sides to agree in principle while indefinitely deferring the mechanism.

First Reported In

Update #112 · Treasury opens a second Iran sanctions front

CNN Arabic· 30 May 2026
Read original
Different Perspectives
China
China
Beijing has not publicly commented on the dual Oreshnik launch. China's declared position of urging restraint and dialogue sits awkwardly alongside its continued economic ties with Russia; the weapons escalation tests whether Beijing's neutrality framing can survive a European IRBM normalisation event.
IAEA
IAEA
Director General Grossi condemned the ZNPP reactor-6 turbine building strike and stated "there should be no attack of any kind from or against the plant." The agency confirmed normal radiation levels but has not resolved attribution; Rosatom CEO Likachev warned the region is "one step closer to an incident."
Turkey
Turkey
Ankara hosted Istanbul Round 2 at Ciragan Palace on 2 June and secured a 1,200-for-1,200 prisoner exchange, consolidating Turkey as the war's sole diplomatic venue after Rubio confirmed US mediation has ended. Erdogan's leverage over both parties grows with each round.
European Union
European Union
EU Ambassador Mathernova answered Lavrov's evacuation demand with "We stay in Kyiv. We stay with Ukraine." The Verkhovna Rada approved the EUR 90bn EU loan on 28 May; the EUR 9.1bn first tranche, the EU's first explicit defence-procurement financing, arrives mid-June.
United States
United States
Rubio declared US mediation stagnated on 22 May and confirmed no talks were occurring, then received Lavrov's evacuation demand three days later without ordering embassy drawdown. Washington's leverage now runs through the GL 134C sanctions cliff on 17 June rather than any active diplomatic channel.
Ukraine
Ukraine
Zelenskyy called Russia's 2-3 day ceasefire counter-offer at Istanbul Round 2 "shortsighted" and submitted a full peace memorandum covering EU membership, international guarantees, phased sanctions relief and frozen-asset reparations. Kyiv's position is that a partial ceasefire freeze aids Russian reconstitution; only an all-domain 30-day pause is acceptable.