Published in Times of India on June 23, 2025
When Israel launched surprise strikes on Iran on June 13, Prime Minister Benjamin Netanyahu knew he was taking a calculated gamble. But the stakes were high. If he succeeded in taking out the nuclear and missile threats that he called “existential,” his political future would be secure but to achieve that, he had to bring the U.S. into the war. Only the U.S. had the bunker buster bombs (GBU-57) and the B-2 heavy bombers, necessary to take out Fordaw, the underground enrichment facility near Qom.
After urging Iran to come back to the negotiating table, on June 19, U.S. President Donald Trump announced that he was “giving Iran a period of time-two weeks would be the maximum”. Simultaneously, he had also asked for military options to be prepared. Two US aircraft carrier task forces, USS Nimitz and USS Gerald Ford were deployed to the region, adding another 150 fighter aircraft, to bolster the USS Carl Vinson; B-2 bombers were flying into Diego Garcia.
Mr. Trump knew that his MAGA support base was opposed to the U.S. getting involved in a war in the Middle East. He too was eager to do a deal with Iran but had bought into Mr. Netanyahu’s line that some amount of military pressure would help in persuading Iran to be more reasonable.
Israel’s calculus works
Finally, Mr. Netanyahu’s gamble paid off. In the early hours of June 22, three B-2 bombers successfully dropped two GBU-57 bombs each at Fordaw and U.S. submarines fired at least 30 Tomahawk missiles at the nuclear facilities at Natanz and Isfahan. Announcing the destruction of the nuclear sites, Mr Trump added with a characteristic flourish, “NOW IS THE TIME FOR PEACE.” A one-off strike by the U.S. that leads to negotiations with a chastened Iran may yet be the best outcome for Mr. Trump.
Iran retaliated by targeting Tel Aviv and Haifa with two waves of rocket strikes. However, the question is whether Iran will now accept Mr. Trump’s invitation to resume talks or escalate by hitting U.S. assets and bases in the region?
Iran’s leadership can be pragmatic. It is one thing to continue the missile and drone exchanges with Israel for another week but a pragmatic Iranian leadership would not want to take on the U.S. directly. It may prefer to save the Islamic regime by accepting talks with the U.S. and getting the Israelis off their backs.
There are indications that the U.S. had informed Iran in advance about the impending strikes so that casualties could be minimised. Unlike Israel that would like to see the end of the theocratic regime even if there is no plan for a day after and it leads to wider regional instability, the U.S. will be cautious as will its allies, particularly Saudi Arabia, UAE and Qatar, and all three carry influence in the Trump White House.
Iran’s nuclear journey
The Islamic revolution in Iran was a year old when Iraq attacked in 1980. The war lasted eight years causing heavy losses, over half a million dead. Eventually, to save the regime, Ayatollah Khomenei accepted a UN brokered ceasefire in 1988. Iraq’s blatant use of chemical weapons was largely ignored by the Western countries and the Soviet Union was preoccupied in trying to manage an exit from the quagmire of Afghanistan. It is during this period that Iranian leaders began to consider the need for a nuclear deterrent, though as a party to the Nuclear Non-Proliferation Treaty (NPT), it had forsworn the development of nuclear weapons and had accepted full-scope-safeguards by the IAEA.
It had followed India and Pakistan’s different nuclear paths but neither of the two had joined the NPT. Another example was North Korea; it joined the NPT in 1985 and announced its intention of quitting in 1993 leading to a flurry of negotiations. In 1994, it put its withdrawal notice on hold as it concluded a Framework Agreement with the Clinton administration taking the lead. However, after President George Bush included it in his “axis of evil” speech, it withdrew from the NPT in 2002 and carried out its first test in 2006. Iran’s conclusion was to remain within the NPT and develop capabilities that would lead it to becoming a threshold state, without crossing the red line.
With the losses it has incurred, both material and human, Iran will have to review its strategy but it will need breathing room for it, only possible by concluding a deal with Mr. Trump. President Pezeshkian is considered a ‘moderate’ but enjoys the support of the Supreme Leader and Foreign Minister Hassan Aragchi is a consummate nuclear negotiator who was also involved with the JCPOA negotiations. As a negotiating tactic, the Iranian Majlis could pass a resolution recommending withdrawal from the NPT. As a civilisational state, Iran understands the virtues of patience, rooted in the confidence of its longevity.
A weakening nuclear regime
For other countries pondering over their nuclear security, the writing on the wall is clear. Deterring a nuclear adversary is not going to be possible with threshold status; it needs a nuclear deterrent. Unlike in the 1970s and 1980s when India claimed to safeguard it ’nuclear option’, today, threshold status is a dangerous place to be in. Countries that enjoy the U.S.’ extended nuclear umbrella will also undertake a rethink. Meanwhile, China will be pleased at the prospects of U.S. getting involved in the Middle East, whether in negotiations or in bombings.
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