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Foreign Policy

The Iran War

From the 2015 JCPOA to Operation Epic Fury and the collapsed Islamabad MoU — a complete record of every agreement, ultimatum, threat, and walkback in the US–Iran conflict.

7 Distinct Conflict Phases
140 Iranian Targets Struck July 12
Closed Strait of Hormuz (July 12, 2026)

Current Status (August 2, 2026): Trump called off anticipated weekend strikes on Iran on August 1–2, announcing on Truth Social that he agreed to cancel the attack "subject to being able to rapidly make a DEAL." The proposed agreement would require Iran to immediately reopen the Strait of Hormuz and end its nuclear threat. Iran had launched cyberattacks on US water systems across at least seven states in the preceding days. The Strait remains closed pending any deal.

1

The JCPOA Framework (2015–2020)

Nuclear deal, US withdrawal, and Iranian breakout

July 2015

JCPOA Signed

The Obama administration, Iran, and world powers (UK, France, Germany, Russia, China) sign the Joint Comprehensive Plan of Action. Iran agrees to drastically limit uranium enrichment and dismantle core nuclear infrastructure in exchange for major sanctions relief. International inspectors verify compliance from both sides.

May 8, 2018

US Unilaterally Cancels the JCPOA

President Trump announces US withdrawal, calling it a "horrible one-sided deal." The US reinstates crippling economic and oil sanctions under a "maximum pressure" doctrine against Iran.

2019–2020

Iran Formally Ignores Agreement Limits

After attempting to salvage the deal through European intermediaries, Iran systematically steps back from the agreement's constraints. Following the January 2020 US assassination of General Qasem Soleimani, the Iranian government officially declares it will no longer abide by any limitations on uranium enrichment.

2

The 2025 Ultimatum & "Twelve-Day War"

60-day deadline, the first air campaign, and brief ceasefire

March 7, 2025

Trump Issues 60-Day Ultimatum

Upon returning to office, Trump announces he has sent a formal letter to Iranian Supreme Leader Ali Khamenei. The US demands a new, far stricter nuclear agreement with zero uranium enrichment capabilities, setting a rigid 60-day deadline. Iran refuses to acknowledge the letter, asserting its sovereign right to peaceful nuclear technology.

June 2025

60-Day Window Expires — Hostilities Begin

The deadline closes without a diplomatic breakthrough. The US and Israel launch a targeted 12-day air campaign against Iranian nuclear and military infrastructure to forcibly halt uranium enrichment.

June 23–24, 2025

Brief Strategic Ceasefire

At the request of the US administration, both governments agree to a temporary halt in military strikes to clear a path for indirect negotiations.

3

The 2026 Negotiations & Full-Scale War Breakdown

Muscat talks, 10-day deadline, and Operation Epic Fury

February 6, 2026

Indirect Muscat Talks Open

Mediated by Oman, high-level delegates — including Iranian Foreign Minister Abbas Araghchi and US Envoy Steve Witkoff — convene in Muscat. Iranian officials call it "a good start" to establishing a new peace framework.

February 20, 2026

Trump Issues 10-Day Deadline — Negotiations Collapse

Behind closed doors, Iran demands a total lifting of sanctions while offering only a temporary suspension of uranium enrichment. US officials accuse Iran of acting in bad faith. Trump announces a strict 10-day deadline to accept US terms. Iranian hardliners and the Supreme Leader's office reject the zero-enrichment proposal, causing talks in Geneva to collapse completely.

February 28, 2026

Operation Epic Fury — Full Escalation

Citing the total failure of diplomacy, President Trump announces "Operation Epic Fury" — a massive joint US-Israeli offensive targeting Iran's core ballistic and nuclear installations. Iran ignores subsequent US demands for regime capitulation, launching retaliatory strikes against regional targets and imposing a blockade on the Strait of Hormuz — a critical choke point for global oil supply.

4

Spring Ceasefires & The Islamabad Memorandum

Pakistan's mediation, the indefinite ceasefire, and the MoU

April 5–7, 2026

"A Whole Civilization Will Die Tonight" — Ultimatum

As the Strait of Hormuz crisis escalates, Trump unleashes apocalyptic rhetoric. He threatens to bomb Iran "back to the Stone Age" and promises the "complete demolition" of bridges and power plants. On April 5, he warns Iran could be "taken out in one night," posting a rigid deadline of 8:00 PM Eastern Time on April 7 on Truth Social.

"A whole civilization will die tonight, never to be brought back again."

— President Trump, Truth Social, April 7, 2026
April 7–8, 2026

Walkback #1 — Pakistan-Mediated Ceasefire

Instead of launching a civilization-ending strike when the 8 PM deadline expired, the Trump administration immediately accepted a Pakistan-mediated diplomatic off-ramp, pivoting to a temporary two-week ceasefire.

April 12–21, 2026

Blockade Imposed — Then Walkback #2

Following the collapse of localized Islamabad peace talks on April 12–13, the US imposes a sweeping naval blockade on Iran. Trump instructs the military to remain primed for active combat. On April 21, Trump completely reverses course, unilaterally announcing an indefinite extension of the ceasefire — stepping back from the brink of renewed combat.

June 17–18, 2026

The Islamabad Memorandum of Understanding (MoU)

US President Trump and Iranian President Masoud Pezeshkian remotely sign the Islamabad MoU. The interim agreement formalizes: (1) end of active naval blockades, (2) guaranteed commercial shipping through the Strait of Hormuz without charge for a 60-day window, (3) a strict 60-day transitional framework to negotiate a permanent regional security and nuclear treaty.

5

The Recent Collapse (July 2026)

The framework shatters and war resumes

July 7, 2026

NATO Summit Tirade — "Hit Them Hard Tonight"

Following the collapse of the interim deal and heavy maritime skirmishes, Trump arrives at the NATO summit in Ankara furious. He declares the ceasefire dead, insults Iranian leadership, and announces he has given orders to "bomb everything" on Kharg Island. He warns: "I'll give a little warning. We're going to hit them hard tonight."

July 7, 2026 (evening)

Walkback #3 — Trump Softens Tone

The fiery rhetoric lasts less than a single day. Facing an immediate spike in global oil prices and intense pushback from European allies (UK, France, Germany), Trump significantly softens his tone by the closing press conference. He states the conflict would end "very quickly" and leaves the door open for peace talks — without launching any strikes.

July 8, 2026

Islamabad Framework Cancelled — War Resumes

Following weeks of stalled technical talks, proxy escalation involving Israel and Hezbollah in Lebanon, and disputes over maritime transit terms, the diplomatic window shatters. President Trump officially announces that the ceasefire is over, effectively terminating the interim transitional agreement. Direct hostilities between the US and Iran have formally resumed.

6

Strait of Hormuz Closure (July 2026)

Iran closes the world's most critical oil shipping lane

July 9–11, 2026

Three Commercial Tankers Attacked

Three commercial tankers are attacked as they attempt to cross a US-recommended route through Omani waters. Iran insists the only "safe" route runs through its own territorial waters. The incidents prompt an initial exchange of US strikes in which, according to Iranian officials, 17 people are killed and 115 injured. Iran responds with strikes on US Gulf allies.

July 11, 2026

Funeral of Ali Khamenei — Calls for Revenge

Former Supreme Leader Ali Khamenei — killed in a US-Israeli air strike on February 28, 2026, the first day of Operation Epic Fury — is buried in his home city of Mashhad. His son and successor, the new Supreme Leader Ayatollah Mojtaba Khamenei, issues his first public statement, vowing that vengeance for his father's death is "the will of the nation." Funeral crowds carry placards calling for the assassination of President Trump.

"We pledge to avenge the blood of the martyred leader and all the martyrs of these two wars. Whether we are present or not, it will come to pass."

— Ayatollah Mojtaba Khamenei, July 11, 2026
July 12, 2026

Iran Attacks Cyprus-Flagged Vessel — Strait Closed

Iranian forces fire a naval cruise missile at the MV GFS Galaxy, a Cyprus-flagged vessel sailing along a US-approved route, causing significant engine room damage. A crew member goes missing; the crew abandons ship. Iran's IRGC declares the Strait of Hormuz closed until further notice, warning that any US "aggression" in response would be met with "severity" and that new regional bases would be targeted.

Iran's parliamentary speaker Mohammad Bagher Ghalibaf writes on X: "The era of one-sided deals is OVER. We told you: keep your word or pay the price."

July 12, 2026

US Launches Fresh Strikes — 140 Targets Hit

US Central Command (Centcom) launches a third round of strikes, hitting 140 Iranian military targets including missile and drone sites, communication networks, and coastal surveillance locations. Secretary of Defense Pete Hegseth posts: "Iran made a poor choice. Now they pay."

July 12, 2026

Iran Retaliates — Gulf Allies Struck

In response to the US strikes, Iran's IRGC announces its "first phase" of retaliation. Iranian missiles strike Prince Hassan Air Base in Jordan, destroying the command and control center and MQ-9 drone hangars. The UAE, Qatar, Kuwait, and Bahrain all report incoming Iranian missiles and drones. Trump warns that any Iranian assassination plans against him would see the US "decimate and destroy all areas" of Iran in response. (Source: BBC, July 12, 2026)

July 13–14, 2026

Trump Flip-Flops on Strait of Hormuz Fees

On July 13, Trump announced a plan to charge ships 20% fees in exchange for US military protection through the Strait of Hormuz. The next day — less than 24 hours later — he reversed course entirely, announcing instead that the US would guarantee safe passage to vessels from Gulf states that agreed to invest in the United States. The shipping industry's response was alarm: the rapid reversal underscored the level of policy unpredictability facing businesses as the US–Iran conflict continued.

7

Cyberattacks & Walkback #6 (August 2026)

Iran targets US water infrastructure; Trump reverses course on strikes

August 1, 2026

Iranian Cyberattacks Spread to 7+ US States — Water Systems Targeted

Cyberattacks on US water treatment systems expanded to at least seven states — and potentially far more — as federal and state officials raced to safeguard the nation's water supply. Minnesota was the first to publicly report the attacks; Michigan confirmed its systems had also been targeted. Officials said there were no indications any water supply was altered or made unsafe, but water quality monitoring systems — including those controlling chemical-treatment levels and water pressure — were actively under attack. No financial motive was identified, making criminal hackers unlikely. The attack had little precedent: an apparent foreign-power cyberattack during a time of war on civilian water infrastructure. (Source: The New York Times, August 1, 2026)

August 1, 2026

Trump Blames Minnesota — Denies Iranian Involvement

Despite growing evidence of Iranian responsibility — and an intelligence community assessment that Iran was "highly likely" responsible — President Trump publicly dismissed the cyberattacks as a domestic political problem. "I think Minnesota is behind it," Trump told reporters. "I don't think there was an Iranian cyberattack." Officials familiar with the assessment said Iran had stepped up cyberattacks since the US and Israel launched their war against Iran five months earlier, and had previously targeted similar water systems and critical infrastructure. Trump's remark was a direct contradiction of his own intelligence agencies' preliminary findings. See the full account on the Misstatements page.

August 1–2, 2026

Walkback #6 — Trump Calls Off Anticipated Strikes, Pursues Hormuz Deal

After days of escalating rhetoric from Camp David — including vows to hit Iran until they "can't take it anymore" — and a Wall Street Journal report that Trump had already green-lit strikes to begin Saturday evening, Trump reversed course on August 1. Posting on Truth Social, he announced he had agreed to cancel the attack after a request from Iran and "other Middle Eastern Countries."

"We have just been asked by Iran, and other Middle Eastern Countries, to hold off any attack in that the perimeters of a deal has been agreed to. This would include the Immediate, Complete, and Total OPENING OF THE HORMUZ STRAIT, and an end to Iran's nuclear threat. Based on this request, I have agreed, for the future benefit of the WORLD and, likewise, the survival of a successful and prosperous Iran, to cancel the attack, subject to being able to rapidly make a DEAL. The Country of Israel joins me in this commitment."

— President Trump, Truth Social, August 1, 2026

The decision followed reported pressure from Saudi Crown Prince Mohammed bin Salman, who urged Trump to defuse the situation over concerns that further strikes could dramatically escalate the conflict. The reversal came just days after White House Press Secretary Karoline Leavitt declared Iran "will continue to pay" and that Trump was "not going to stand by and allow this terrorist behavior to occur." (Source: Daily Mail, August 1–2, 2026)

The Pattern: Threats & Walkbacks

Since Operation Epic Fury's launch, Trump's wartime strategy has shown a consistent pattern of maximum-pressure rhetorical threats followed by sudden diplomatic pivots.

1. The Core War Rationale Shift (February 28 – April 2)

The Threat

When US and Israel launched large-scale strikes on February 28, Trump and officials framed the war as an urgent necessity. A central justification was neutralizing Iran's Highly Enriched Uranium (HEU) stockpile to prevent an "imminent" existential nuclear threat.

The Backdown

On April 2, 2026, Trump abruptly walked away from his own primary casus belli, publicly stating he did not "care" about Iran's HEU stockpile because it was "safely underground." This directly contradicted the core threat used to rally public and allies just a month prior.

2. "End of a Civilization" Ultimatum (April 5–7)

The Threat

Trump threatened to bomb Iran "back to the Stone Age," promised "complete demolition" of bridges and power plants, and posted a specific 8:00 PM deadline on Truth Social with the warning that "a whole civilization will die tonight."

The Backdown

Instead of launching any strike when the deadline expired, the administration immediately accepted a Pakistan-mediated diplomatic off-ramp and announced a two-week ceasefire.

3. The Blockade & Indefinite Ceasefire Pivot (April 12–21)

The Threat

Following the collapse of Islamabad peace talks, the US imposed a sweeping naval blockade on Iran. Trump instructed the military to remain fully primed to resume active, heavy combat operations.

The Backdown

Rather than authorizing airstrikes or engaging Iranian naval forces, Trump completely reversed course on April 21, unilaterally announcing an indefinite ceasefire extension — stepping back from renewed combat entirely.

4. The NATO Summit "Hit Them Hard" Tirade (July 7–8)

The Threat

At the NATO Ankara summit, Trump declared the ceasefire dead, ordered "bomb everything" on Kharg Island, boasted the US could dismantle Iran's infrastructure in a single day, and warned: "We're going to hit them hard tonight."

The Backdown

The fiery rhetoric lasted less than a day. Facing a global oil price spike and European ally pushback, Trump smoothly pivoted to saying the conflict would end "very quickly" and left the door open for negotiations — without launching any strikes.

5. The Strait of Hormuz Fee Reversal (July 13–14)

The Policy

On July 13, Trump announced a plan to charge all ships transiting the Strait of Hormuz a 20% fee in exchange for US military protection — a sweeping departure from longstanding international shipping norms.

The Reversal

Within 24 hours Trump abandoned the fee entirely, announcing instead that Gulf states investing in the US would receive guaranteed safe passage. The unanswered questions and rapid reversal alarmed the global shipping industry, adding to the broader unpredictability of US policy in the region.

6. The Weekend Strike Reversal (August 1–2)

The Threat

After days of meetings at Camp David, Trump and administration officials issued escalating threats. White House Press Secretary Karoline Leavitt declared Iran "will continue to pay until they come to the table in a meaningful way." The Wall Street Journal and CBS News reported Trump had already authorized strikes — set to begin Saturday evening and target Iran's energy infrastructure in "one of the harshest bombing campaigns to date."

The Backdown

Rather than launching the strikes, Trump posted on Truth Social on August 1 announcing he had canceled the attack after a request from Iran and other Middle Eastern countries. He described a prospective deal including the immediate reopening of the Strait of Hormuz and an end to Iran's nuclear threat. The reversal followed reported intervention by Saudi Crown Prince Mohammed bin Salman.

Economic Impact: The Iran War and Strait of Hormuz closure drove US gasoline prices from $2.81/gallon (January 2026) to a peak of $4.48/gallon in May 2026 — the third-highest monthly average ever recorded in US history. See the full impact on the Inflation page.