Iran’s coming concessions to Trump

As defiant as it might sound, Tehran will ultimately find its way to a deal with Washington

A woman uses her mobile telephone as she walks past a mural painted on the outer wall of the former US Embassy in Tehran, dubbed the 'Den of Espionage', on March 8, 2025.
ATTA KENARE / AFP
A woman uses her mobile telephone as she walks past a mural painted on the outer wall of the former US Embassy in Tehran, dubbed the 'Den of Espionage', on March 8, 2025.

Iran’s coming concessions to Trump

Although Iran and the US are not directly talking to each other, indirect talks have been ongoing. Earlier this month, Trump revealed that he had sent a letter to the Iranian leadership. It was delivered to Iran by a leading Emirati diplomat, Anwar Gargash. The last time this happened was in 2019 when Japan’s then-prime minister, Shinzo Abe, brought a letter from Trump to Tehran. At the time, Iranian Supreme Leader Ayatollah Ali Khamenei bluntly told Abe that he had nothing to say to Trump and that he had no interest in such a letter.

Today, the situation is very different. Despite the tough rhetoric of Iranian officials against Trump and the US, Tehran has been clear that they intend to carefully study the letter and give their answer soon. So, it’s pretty clear the two sides are talking. According to Trump’s Middle East envoy, Steve Witkoff, in his recent interview with Tucker Carlson, Iranians have “reached out” to the US “through back channels, multiple countries and multiple conduits.”

We already know a good deal of what’s in the letter. Trump’s messaging on Iran has been very consistent ever since he was elected president in 2016: Assure me you won’t get a nuclear weapon and stop supporting the anti-Israel militias in the region, and we will lift the sanctions and allow you to prosper. But if you don’t do that, I will tighten the screws with sanctions and assist Israel in attacking you.

Trump has always made a point to stress the incentives for Iran, reassuring its leaders that he doesn’t seek regime change. In his interview, Witkoff emphasised the opportunity on the table to “clean it all up with Iran”, adding that Iran could see the sanctions lifted so that it could be “a great nation once again... able to grow its economy.” He also revealed some of the contents of the letter, which described Trump as “a president of peace” who wants to avoid military action against Iran and to “create a verification programme so that nobody worries about weaponisation.”

Two-month deadline

The letter has also been the subject of a few media leaks. According to Axios, it gives Iran two months to agree to Trump’s condition or face attacks. According to an Emirati academic, who also confirmed the two-month timeframe, Washington’s demands include dismantling its nuclear programme and halting its support for Houthis, Hezbollah and Iraqi Shiite groups.

ATTA KENARE / AFP
An Iranian holds a picture of Supreme Leader Ali Khamenei; Hezbollah leader Hassan Nasrallah, killed by an Israeli air strike on September 27, 2024; and Iran Quds Force Commander Qasem Soleimani, killed by the US in January 2020.

It’s important to note that despite partisan squabbling in Washington on how to deal with Iran, Trump’s incentives and threats in this regard are strikingly similar to those of Obama and Biden.

For his part, Iran’s foreign minister, Abbas Araghchi, said that the letter “was mostly threatening, but there are also some potential opportunities in there.” This might seem like a negative reaction to the uninitiated. But comb between the lines, and you can get a much different read. In Iran-speak, this means that Tehran sees certain openings and it will respond to them. Araghchi said that the letter was being carefully considered and that Iran’s answer would “bear in mind both the threats and opportunities” in the letter.

In the past few weeks—even as Trump has repeatedly said he wants to talk to Iran—Khamenei has angered many in the country by declaring that it was not interested. But the goalposts are shifting. In his televised interview, Araghchi said: “We won’t conduct direct negotiations under pressure, threats and increase of sanctions.” Again, this leaves a lot of room for talks with Trump, so long as Iran can claim them as indirect and so long as Trump doesn’t raise sanctions.

In his latest speech, Khamenei also left some room for talks. Instead of repeating his position that Iran mustn’t engage with the US, he made two points: First, “they’d never get anywhere with threatening Iran.” Second, “if they show cruelty to the Irani nation, they’ll get a hard slap in the face.”

As tough-sounding as these comments are, they don’t exclude the prospect of negotiating with the US. In fact, Trump might respect the tough talk in response to his own open threats against Iran.

Tactical differences

There are important internal differences in Iran over approaches to the US, but they are mostly tactical. Early in March, Iran’s permanent representative at the UN issued a remarkable statement, declaring that “if the objective of negotiations is to address concerns vis-à-vis any potential militarization of Iran's nuclear programme, such discussions may be subject to consideration,” affirming, however, that Tehran would never agree to “the dismantlement of Iran's peaceful nuclear programme.”

Knowing just how bad its hand is, Iran worries about being robbed at gunpoint by a strong Trump administration

The New York mission had apparently jumped the gun too soon or used inappropriate terminology because Araghchi was quick to correct it, announcing that since Iran's programme has always been peaceful, "there is fundamentally, therefore, no such thing as its "potential militarization," and that "We will NOT negotiate under pressure and intimidation. We will NOT even consider it, no matter what the subject may be."

But Araghchi also added that: "In the past, the US enjoyed respect from Iran whenever it was respectful in its discourse, and it was confronted whenever it adopted a threatening posture." In short, Iran is ready to talk to the US if it is treated with respect.

But for some in Tehran, even Witkoff's respectful tone is not enough. Noor News—an outlet close to Ali Shamkhani, a former national security advisor who continues to control the nuclear file—tweeted a response to the envoy's interview, claiming that his "new tone" doesn't count for much since American behaviour hadn't changed and the US was still looking for "negotiations under pressure."

But all this jockeying in Tehran should be seen as disagreements over how Iran should talk to the US and not whether it should. Khamenei, who turns 86 in April, has long prioritised the survival of his regime over everything. He is now looking for ways to talk to the US while also saving face and salvaging the fundamentals of his regime.

Limited options

He knows that his obstinate public disavowals of talking to the US don't have support in the Iranian establishment, let alone among the populace. As the country's economy is battered, its population restive, and its regional alliances in shatters, most of the regime's strategists know full well that Iran doesn't have a lot of options.

This lack of options has ironically made negotiations harder. Successful talks usually occur when both sides can see a shared outcome in sight and a reasonable way of getting there after giving and taking over details. But with Tehran knowing just how bad its hand is, Iran is worried about being robbed at gunpoint by the strong Trump administration.

AFP
US, Russian and Saudi officials, including US Secretary of State Marco Rubio and Russian FM Sergei Lavrov, meet at Riyadh's Diriyah Palace on February 18, 2025.

US rapprochement with Russia has also made things harder for Iran. According to the US, Iran is a topic of its talks with Moscow. Russia has also made clear that Iran's threats against Israel's existence are a concern for it. The proximity of Trump and Putin has made it easier for Russia-Israel ties to flourish. Putin has invited Israel to this year's victory rally in Moscow's Red Square—an honour extended only to 'friendly nations.'

Given these constraints, Iran will likely pick the path of diplomacy to avoid American-Israeli attacks. The trick will be to deal with Trump's impatience since Tehran's usual foot-dragging will not satisfy the mercurial president, not to mention the fact that it will also not be good for Iran's declining economy. Trump has signalled this impatience, recently pointing out that we are "down to the final moments" and that "something is going to happen very soon."

One key issue is whether Trump will insist on a full dismantling of Iran's nuclear programme and the stopping of all enrichment. His national security advisor, Mike Waltz, recently affirmed that this was the goal. This is a non-starter for Iran, but it might be only Trump's opening gambit, not his red line. Complicated as the technical nuclear details are, the two sides can likely find mutually satisfying ground.

On the thornier question of the so-called Axis of Resistance, Iran has some ways out, too. In his recent speech, Khamenei went out of his way to deny that the Houthis or other Axis militias were "Iran's proxies." In talks with the US, Iran might very well find a formula that affirms these militias' independence from Tehran and somehow limits financial and armament support for them. With most of these groups battered under Israeli attacks, such a distancing would make strategic sense for Iran.

Witkoff expressed hope that he or another Trump envoy could soon travel to Tehran to bring about a new grand deal with the Islamic Republic. So long as Khamenei is alive, such a grand public gesture will likely be avoided. Nevertheless, as it feels the culminating pressure of recent setbacks, Iran will likely make concessions to Trump to sidestep the war it has long feared.

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