Unpacking Trump’s Iran ultimatum

Tehran must choose between reaching a diplomatic resolution that stops its nuclear proliferation or risk a military attack that destroys the programme and possibly ends the regime

Trump signed two executive orders, one "reimposing maximum pressure on Iran" and a second executive order withdrawing the United States from UNRWA on February 4, 2025.
Anna Moneymaker / AFP
Trump signed two executive orders, one "reimposing maximum pressure on Iran" and a second executive order withdrawing the United States from UNRWA on February 4, 2025.

Unpacking Trump’s Iran ultimatum

US President Donald Trump’s top priority in the Middle East is formulating a strategy for effectively curbing Iran’s nuclear aspirations, which seem to be moving at a rapid pace. He signed a presidential memorandum this week asserting this objective and committing his administration to block the sale of Iranian oil to other countries.

Trump wants to expand the Abraham Accords and push for large US economic investments in the region, but the increasingly urgent Iran nuclear challenge could sabotage each of these pursuits if left unaddressed.

There is a window of opportunity there that Trump cannot miss. Iran today is weaker than at any point in its 46-year history. It lost its only state ally in Syria following the collapse of the Assad regime. Its two main Palestinian and Lebanese partners, Hamas and Hezbollah, respectively, are badly hurt from their recent devastating wars with Israel, and their recoveries are uncertain, putting into question the viability of Iran’s regional militia network.

And Tehran itself has shown serious vulnerability in its economic capacity—high unemployment, budget deficit, rising inflation, lack of foreign currency, and a depreciating rial—and military readiness after the tit-for-tats with Israel last year. If Iran were on the ascendancy years ago, today, it is definitely on the decline.

Not if, but how

The question facing Trump is not whether to further squeeze Iran to make concessions on its nuclear programme; it is how. And this isn’t a new question, of course; it is one successive American presidents have had to wrestle with since the discovery of the Iranian nuclear programme in 2003. The difference now is that Trump is inheriting an Iran problem set that, on the surface, is more manageable than any in the past due to Tehran’s increased relative weakness.

Trump wants a stronger Iran nuclear deal that addresses the gaps and loopholes of the 2015 JCPOA, from which he withdrew in 2018

However, Trump doesn't have much time, at least in theory. Iran today is closer than ever to producing a nuclear weapon, with estimates ranging from a couple of weeks to a few months. That is, of course, if the leadership in Tehran decides to go for an overt nuclear capability (since the country is already a latent nuclear power). 

It wouldn't be shocking if Iran does race to the bomb. Acquiring the absolute deterrent against a US and/or Israeli attack makes perfect sense. Iran was always conventionally inferior to its adversaries, and now that inferiority is accentuated given the various setbacks across the region. What better way to compensate for those weaknesses and secure the regime—Tehran's top priority—than by acquiring a deterrent like no other?

What not to do

So, how should Trump limit Iran's nuclear designs? Let's start with what he shouldn't do, and that is to allow Israel to launch an attack against Iran's nuclear facilities. That would be the worst course of action, one that would have questionable military effectiveness, lead to region-wide consequences, and drag the United States into a war with Iran. 

There is no question that Israel can damage parts of Iran's nuclear programme. It demonstrated serious capability in its military exchanges with Iran last year, putting Tehran on notice. The issue is that Israel cannot destroy all of Iran's nuclear programme on its own without risking a severe response from Iran that could lead to a regional conflict. Israel needs various forms of diplomatic and military assistance from Washington and several Arab powers to accomplish such an operationally complex mission. And the Gulf states, in particular, are in no mood to get into a fight with Iran that could torpedo their long-term economic plans.

None of this means that the use of force is useless or irrelevant in achieving a favourable political outcome with Iran. It means that Trump should have total control over the decision to make war or peace with Iran, not Israel. It also means that the military option must be fully integrated into a political strategy for it to work. It must be a companion to diplomacy, not a stand-alone instrument. 

Trump's preference all along, since his first term, is to stop wars in the Middle East, not start new ones. He has repeatedly said that he has no problem with Iran flourishing as a nation and meeting its potential as long as its leadership agrees to put verifiable and lasting limits to its nuclear programme. Trump wants a stronger nuclear deal with Iran that addresses the gaps and loopholes of the 2015 Joint Comprehensive Plan of Action, from which he withdrew in 2018. 

At this point, Iran's only real card is its nuclear programme. To give it up without major concessions from the US side that guarantee the security of its regime would be suicidal.

Iran's only real card

But just because Iran is weak does not mean that it will throw the towel and rush to make a deal. At this point, Iran's only real card is its nuclear programme, and to give it up without major concessions from the US side that guarantee the security of its regime would be suicidal. But at the same time, Iran would be reckless to ignore its deteriorating strategic position and operate like its business as usual. This isn't 2015 or 2020.

In his first term, Trump showed a willingness to use force against Iranian interests in the region by going after senior Iranian personnel when the opportunity presented itself. In January 2020, he ordered a strike against Quds Force commander Qasem Soleimani, Iran's most powerful general. Trump said Soleimani had "killed or badly wounded thousands of Americans... and was plotting to kill many more" and "should have been taken out many years ago."

Whether Trump will be as aggressive against Iranian interests in the region as he was before is unclear, but in his latest statements on Iran, he has focused more on resolving the issue of the nuclear programme—his main priority.

In his latest presidential memorandum, Trump said that he will return to a policy of maximum pressure against Iran like he did in his first term. This will include tough economic sanctions and more robust US military deployments in the region. But as weak as Iran is now, that may not be enough to compel its leaders to make the necessary compromises on the nuclear programme. Also, time seems to be running out.

This is the time to up the ante against the Iranian regime, which has done nothing but destabilise and spread hatred and chaos across the region ever since it was born. Trump should issue an ultimatum to Supreme Leader Ayatollah Ali Khamenei: reach a diplomatic resolution that stops nuclear proliferation in the Middle East or risk a military attack that destroys the programme and possibly ends the regime. 

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