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Pakistan Prime Minister Shehbaz Sharif, who served as the key negotiator between the US and Iran, announced on 14 June that the two sides had agreed on a deal to end the war. It will be officially signed on 19 June in Switzerland.
US President Donald Trump announced it on Truth Social as a triumph, claiming that the Strait of Hormuz is open for everyone, the US blockade has been lifted, and the oil is flowing again.
This raises two important questions: What was the war actually for? And what did the US achieve? As an international and nuclear security expert, I believe the answer is nothing—and in the process the US lost credibility as a negotiating partner.
The “rationalist theory of war,” as developed by political scientist James Fearon in 1995, identifies three problems that drive states to war when they would prefer to reach a deal: incomplete information about each other’s resolve; the inability to credibly promise a deal or commitment; and what international relations scholars call the indivisibility problem—when the thing in dispute cannot be split or shared, because it leaves no middle ground to settle on.
The war clarified the first reason. Each side saw what the other would actually do—how much force the US was willing to use and what Iran could absorb while still staying in the fight.
What the war could not solve was the nuclear commitment problem. And this goes far back between the US and Iran.
Iran adhered to the 2015 Joint Comprehensive Plan of Action, the landmark nuclear deal that restricted Tehran’s nuclear program. The International Atomic Energy Agency verified that Tehran kept uranium enrichment to 3.67 percent and its stockpile under 300 kilograms – a concentration used to fuel a power reactor but far too low for a weapons program.
But the US walked away in 2018, and Trump later called it “the worst deal ever” over its sunset clauses and on its silence on Iran’s ballistic missiles.
Iran returned to negotiations in 2025, and the US and Israel bombed Iran while those talks were still taking place. Similarly, in February 2026 the negotiations were ongoing and a deal was within reach when Israel and the US struck Iran—killing Supreme Leader Ali Khamenei and lead negotiator Ali Larijani.
For this reason, I believe the 60-day deferral is a window for Tehran to watch whether the US and Israel will hold the ceasefire on all fronts, including Lebanon.
The third problem of indivisibility—when the thing or issue in dispute can’t be split or shared—is what makes the nuclear question the hardest.
Most disputes can be split. Sanctions, for example, can be lifted by degrees. Even a nuclear program can be split, which the world saw in the Joint Comprehensive Plan of Action deal, with centrifuges counted, enrichment capped and a stockpile metered.
What cannot be split is the US demand for zero uranium enrichment and Tehran calling uranium enrichment a sovereign right.
The 2015 nuclear deal also limited Iran’s centrifuges—the machines that do the enriching—and placed Iran’s nuclear program under the most intrusive inspections, all in exchange for sanctions relief.
The nuclear question was not part of the 2015 deal—it was the actual deal.
During the June 2025 negotiations with Iran, and again in February 2026, the US position was about the nuclear program, but in the opposite direction from the Joint Comprehensive Plan of Action. It was not about limits but the total elimination of Iran’s nuclear program.
In both rounds of talks in 2025 and 2026, Washington’s envoy, Steve Witkoff, demanded zero enrichment and the dismantling of Natanz, Fordow and Isfahan—Iran’s three most important nuclear sites. Iran called enrichment a sovereign right and refused.
Both rounds of negotiations ended in bombings.
In a recent New York Times interview, Trump said he was in no rush to remove the near-bomb-grade fuel still buried under the bombed sites. He claimed Iran would suspend enrichment for 15 or 20 years and enrich only for nonmilitary purposes.
In the Joint Comprehensive Plan of Action deal under President Barack Obama, the nuclear question was addressed where 97 percent of Iran’s stockpile was shipped out of the country and the cap was a verified fact.
Because it doesn’t address any of these issues, the Trump deal is a ceasefire agreement, not a nuclear agreement.
Going back to the bargaining theory, we know the war settled the information problem—it revealed what each side would endure.
The commitment problem remains. Neither side can yet make a promise the other believes, least of all an Iran whose negotiators were killed.
And I believe the indivisibility problem is now worse. The question of zero enrichment versus a sovereign right cannot be split. The current 60-day deferral is not a resolution. It is the same unsolved problem with a clock attached.
Even as the deal was being finalised, Israel struck Beirut, the kind of action that can derail any talks.
In my view, the 60-day window should be read not as the path to a settlement but as the interval or pause before the next one fails.
I argued in April that this conflict would not end in a clean settlement but in a series of contested pauses. The deal to be signed on 19 June is the first of them.
Iran emerges with its enrichment knowledge intact, its stockpile buried and fresh reason to believe that only a nuclear weapon would have deterred the US-Israel attack.
But Iran also knows that it stood its ground and was able to strike US bases and allies in the region. It has discovered leverage it did not previously know it held. The Strait of Hormuz has proved a better deterrent than the nuclear bomb.
The strait is open, the oil is flowing, and the question the war was fought over sits exactly where it began. Thousands of lives were lost to arrive back to square one. Nobody has won, though both sides will say they did.
(The author is a Senior Lecturer in International Relations, University of Pennsylvania. This article is republished from The Conversation under a Creative Commons license. Read the original article here.)