Here are a few additional thoughts about the state of the war between the U.S. (and Israel) and Iran.

First, we had news from Reuters over the weekend that the U.S. and Iran might be on the brink of a ceasefire agreement, maybe as soon as Monday. It now seems like that was yet another example of a mix of over-optimism from broker countries trying to bring the sides together and, even more, the White House trying yet again to force a quick-to-fade market bounce. Yesterday afternoon I saw this piece in Haaretz which says that Pakistan (a lead country trying to broker a deal between the two sides) believes that Iran is now under the effective control of the commander of the Islamic Revolutionary Guard Corps, that this commander thinks Iran is winning and that he’s not willing to compromise on Iran’s key demands or accede to the United States’. It also notes that Pakistan thinks the U.S. is more eager for a deal than Iran.

I don’t think you need to be Pakistan to see that last point. Everything President Trump does sends that message. Now, in the wake of the Trump’s threat to “end” Iranian civilization tonight, Iran has reportedly cut off participation in ceasefire talks with the U.S..

A few moments ago I saw this snippet in the Times:

We’re over a decade into the Trump era. To assess the damage his two terms have wrought and how, exactly, we got here, TPM’s David Kurtz was joined on Substack Live by friend of TPM and charter member of our DC bureau, Brian Beutler, who now writes the Off Message newsletter. 

In a wide-ranging conversation, David and Brian discussed Trump’s propaganda campaign around his war in Iran; how the Democrats could act as a true opposition party; and what the U.S. could look like come Jan. 2027 or 2029 depending on how the next two rounds of federal elections shake out. 

Check out their full live below.

I want to reiterate all the points I made about Trump’s speech last night. Just for the sake of his own political standing, the whole idea was a mistake. It wasn’t a good speech. It wasn’t delivered well. And it didn’t either make favorable news or actually address the issues that have the public or energy markets upset. I didn’t realize as I was watching the speech that his vague “two to three weeks” prediction of when the war will end was really just a restatement of what we might call the Trumpian Constant, the prescribed duration after Trump will, purportedly, always have gotten things worked out and awesome. The time before the Obamacare replacement plan is released, when infrastructure week will finally arrive. I mean, two weeks is genuinely a cliche with Trump or, in more modern parlance, a meme. Trump just tacked on another week. As you might have seen there are lots of charts floating around showing how the price of oil and oil futures spiked pretty dramatically during his speech.

The U.S. is approaching a newly dangerous phase of its war against Iran. The administration is signaling that it will likely soon commence ground operations in Iran that will yet stop short of a full-scale invasion. Obviously, certainly to many TPM readers, this whole situation and war of choice are very bad things. But I want to point your attention to something specific.

I had a moment of insight or perhaps revelation early in this war when the blockage of the Strait of Hormuz first became central in the news and President Trump was publicly debating whether he would use the U.S. Navy to escort ships through it. Would he, won’t he? Will it happen tomorrow? What will he decide. Then I was watching a YouTube show about maritime shipping. In passing the host, Sal Mercogliano, noted that, at that time at least, there weren’t any U.S. naval vessels in the Persian Gulf at all. And the kind of ships you need, in the numbers you’d need, were hundreds of even thousands of miles away. That made perfect sense since for the kind of war the U.S. is currently fighting we don’t need naval vessels anywhere near that close to the combat zone, and when they are that close they become much more vulnerable to attack. But the point is that the whole debate about whether Trump was about to do that any time in the near future was entirely contained within Trump’s Truth Social world. It wasn’t connected to any of the hard realities of whether any of that was even possible.