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Seven Months Into the Iran War: A Conversation with John Mearsheimer & Trita Parsi (Sept. 21, 2026) — Transcript

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  1. 0:05Hello and welcome to the program. My
  2. 0:08name is Mahaka Samani. I'm executive
  3. 0:10director at the Community Alliance for
  4. 0:12Peace and Justice, an advocacy group
  5. 0:15that seeks to improve US policy toward
  6. 0:18the Middle East and South Asia.
  7. 0:20We're almost 7 months into the American
  8. 0:23Israeli war against Iran. And in this
  9. 0:26conversation, we really want to take
  10. 0:28stock of the situation and see where
  11. 0:31things stand, examine some of the
  12. 0:34regional dynamics that have recently
  13. 0:36emerged, and also explore the global
  14. 0:39ramifications of it all. To help us do
  15. 0:42that, we are joined today by two of the
  16. 0:44most authoritative voices on global
  17. 0:46politics. Dr. John Mayshimer, who is
  18. 0:50political science professor at the
  19. 0:52University of Chicago, and Dr. Kita
  20. 0:54Parcy who is the executive vice
  21. 0:57president of the Quincy Institute. Thank
  22. 1:00you both so much for joining us.
  23. 1:02>> Thank you for having us.
  24. 1:04>> Yes, you're more than welcome.
  25. 1:06>> So, Professor Mesha, let me begin with
  26. 1:09you. Um, Trump administration officials
  27. 1:12have claimed that the naval blockade and
  28. 1:15operation economic outcast are crippling
  29. 1:18Iran's economy and that time is on
  30. 1:21Trump's side. Do you agree with this
  31. 1:24assessment? And how do you see the US
  32. 1:27position in the war right now? Well,
  33. 1:30>> you want to remember that the blockade,
  34. 1:32it was the second blockade uh that is
  35. 1:36now in place was put uh into effect on
  36. 1:39July 14th.
  37. 1:42And on August 24th, uh Scott Bessant
  38. 1:46announced that there was a new strategy
  39. 1:50uh that was designed to strangle the
  40. 1:53Iranian economy. And the reason he
  41. 1:56announced that new uh policy on August
  42. 1:5924th was because the blockade was not
  43. 2:02working the way the administration
  44. 2:05intended. If the blockade that was put
  45. 2:08in place again on July 14th was working,
  46. 2:12there wouldn't have been any need for
  47. 2:13the Bessant strategy uh to strangle Iran
  48. 2:17which was put in place again on August
  49. 2:1924th. So then the question you want to
  50. 2:22ask yourself is what do we see happening
  51. 2:25as a result of the Bessen strategy? And
  52. 2:28the fact is that the Bessin strategy
  53. 2:30doesn't add up to much at all. Uh it was
  54. 2:34really all about putting secondary
  55. 2:36sanctions on countries like China uh and
  56. 2:40India and uh Russia uh countries that
  57. 2:45trade with Iran. And if you're going to
  58. 2:48strangle Iran economically, that means
  59. 2:51you're going to have to cut off all
  60. 2:52economic intercourse. And that was the
  61. 2:55uh essence of what the uh Besson
  62. 2:58strategy was trying to do or going to
  63. 3:01try to do. But they've not tried to do
  64. 3:04that. They can't do that. It won't work.
  65. 3:06So, we're reduced to the blockade alone
  66. 3:09for all intents and purposes. And
  67. 3:11there's no question the blockade is
  68. 3:14inflicting punishment, maybe even
  69. 3:16massive punishment on the Iranian
  70. 3:19population. But the $64,000 question is,
  71. 3:23will that punishment cause the Iranians
  72. 3:26uh to surrender to American demands? And
  73. 3:29the answer is almost certainly no
  74. 3:32because Iran is facing an existential
  75. 3:35threat from the United States and from
  76. 3:37Israel. And when you're facing an
  77. 3:39existential threat, which means your
  78. 3:41survival is at stake, you'll fight to
  79. 3:43the last person. So the blockade wasn't
  80. 3:47working isn't working the way it's
  81. 3:49intended. The Bessant strategy is not a
  82. 3:53significant force multiplier. And
  83. 3:55therefore we're pretty much in a
  84. 3:57situation where the Iranians are in the
  85. 3:59driver's seat.
  86. 4:00>> Sure. And with you know both the
  87. 4:02straight of Hormuz and Babal Mandab now
  88. 4:05effectively constrained. Um the
  89. 4:08International Energy Agency recently
  90. 4:10called this the largest oil supply
  91. 4:13disruption in market history. Um, so do
  92. 4:16you believe that ultimately it is going
  93. 4:18to be economic pain rather than military
  94. 4:21exhaustion that is going to force an
  95. 4:24endgame here?
  96. 4:26>> I think that it's quite clear that uh
  97. 4:29what's going to force an endgame is the
  98. 4:32economic damage that's being done. Uh I
  99. 4:36think when it was the Iran versus United
  100. 4:39States and Israel war alone, the
  101. 4:42economic damage was somewhat contained
  102. 4:45by the West. But now that the Houthies
  103. 4:48are in the fight against the Saudis
  104. 4:51uh and that Saudi oil supplies to Europe
  105. 4:55and to the rest of the world have been
  106. 4:58greatly curtailed. The economic
  107. 5:00consequences of these two wars together
  108. 5:03make it quite clear that the West at
  109. 5:06some point has to shut this war down
  110. 5:09because if they don't the economic
  111. 5:11consequences across the globe will be so
  112. 5:14serious that we'll run the risk of a
  113. 5:16worldwide recession if not depression.
  114. 5:20>> Sure. Um so following up with that Tita
  115. 5:23I mean how would you assess Iran's
  116. 5:25position as the war currently stands?
  117. 5:28You know, Iran's economy, as Professor
  118. 5:30Mayor Shimmer mentioned, is getting
  119. 5:32squeezed really hard. Not to mention the
  120. 5:35human cost of the sanctions regime,
  121. 5:37which has been exacerbated by this war.
  122. 5:40But as he said, oil is still over $100 a
  123. 5:44barrel and that pain is spreading
  124. 5:46globally. Um, not just staying inside
  125. 5:48Iran. So, do you believe that Iran
  126. 5:51continues to have that leverage since
  127. 5:53the world is now sharing the cost of
  128. 5:55this war?
  129. 5:58I think John is absolutely right in
  130. 5:59pointing out that these sanctions will
  131. 6:01at the end of the day have an impact on
  132. 6:04the Iranian population. All previous
  133. 6:06sanctions to various degrees have had
  134. 6:08that. This one as well and we're seeing
  135. 6:11now that already a lot of airlines have
  136. 6:13cut uh uh flights to Thran. Um, but as
  137. 6:18John pointed out, the question is if
  138. 6:19this is translating into a change in
  139. 6:22their policy. And I think one of the
  140. 6:24things that the administration is
  141. 6:25fundamentally miscalculating here is
  142. 6:28that it would have been one thing if you
  143. 6:30were in a situation in which you were
  144. 6:34trying to squeeze a country that
  145. 6:36essentially had lost but refused to
  146. 6:38accept that loss and you kind of corner
  147. 6:42them with these sanctions. you squeeze
  148. 6:43them until they essentially gave up
  149. 6:45because they had no other escalatory
  150. 6:48options at their disposal. That is not
  151. 6:51the situation here. Iran has plenty of
  152. 6:55escalatory or counter escalatory
  153. 6:57options. So when you go down the path of
  154. 7:00this sanctions effort, either it is not
  155. 7:04particularly meaningful, not in the
  156. 7:06sense that it won't hurt the population,
  157. 7:07but in the sense that it won't change
  158. 7:09the government's calculus and then
  159. 7:11you've more or less just wasted time and
  160. 7:12waste a lot of political capital because
  161. 7:14you're annoying a lot of other countries
  162. 7:16right now by forcing them to take a cut
  163. 7:19and and take a cost or you actually do
  164. 7:22inflict so much pain on the Iranian
  165. 7:24economy that the Iranians decide to
  166. 7:26counter escalate. And that's I think
  167. 7:28that's where we are right now when the
  168. 7:29booties are taking over uh the entire
  169. 7:33Yemen coast in the south. I think it was
  170. 7:36primarily driven by Yemen calculations.
  171. 7:40But it is nevertheless part of this
  172. 7:41larger context in which this is
  173. 7:43fundamentally putting counter pressure
  174. 7:45on the Saudis and on the US.
  175. 7:47particularly mindful of the fact that
  176. 7:49this was taking place in coordination
  177. 7:51with Hashtal Shabi in Iraq that took out
  178. 7:54the East West pipeline uh which was one
  179. 7:57of these pipelines that was really
  180. 7:58working overtime pumping 56 million
  181. 8:01barrels a day as a way of compensating
  182. 8:03for this huge loss in the straight of
  183. 8:05horm that pipeline is out and it's going
  184. 8:07to be out for at least a couple of weeks
  185. 8:10so I think there's a paradox here if the
  186. 8:13sanctions are effective you will see uh
  187. 8:16counter escalation if they're not
  188. 8:17affected and what have you achieved. So
  189. 8:19it is not in any way, shape or form
  190. 8:21fundamentally changing the strategic
  191. 8:23picture. And this is such a common
  192. 8:26pattern in the American approach to Iran
  193. 8:28which is that as soon as some form of
  194. 8:31new leverage is believed to have been
  195. 8:33found, it is interpreted as a strategic
  196. 8:36shift rather than just a tactical edge.
  197. 8:39And this is at best a tactical edge, I
  198. 8:41would say.
  199. 8:43>> Sure. And you know, one of the things
  200. 8:45that we saw was again Yes. And we'll get
  201. 8:46to the Houthi and Ansar question in a
  202. 8:49little bit as well. What are some of the
  203. 8:51other escalatory options that Iran has
  204. 8:53at this point?
  205. 8:55>> Well, we still know that of course that
  206. 8:58if the US were to strike at desalination
  207. 9:01plants in Iran, the Iranians will take
  208. 9:03out those in the GCC and in Israel.
  209. 9:06>> Uh energy infrastructure will be
  210. 9:08responded to by energy infrastructure.
  211. 9:11But increasingly you're also hearing
  212. 9:13more and more about other forms of
  213. 9:15escalatory options that go way beyond
  214. 9:18just simple retaliation even though
  215. 9:20those would be very devastating for the
  216. 9:22global economy. Mhm.
  217. 9:24>> The very swift success of the Houthis
  218. 9:28Ansarah in Yemen has now also fueled the
  219. 9:32conversation in which one escalatory
  220. 9:34option that is concerning a lot of
  221. 9:36people in the GCC side is that the Iraqi
  222. 9:40militia hasht may just run over Kuwait
  223. 9:42and take it over altogether.
  224. 9:45you may have similar things happening in
  225. 9:47Bahrain both through an internal
  226. 9:49opposition in combination with support
  227. 9:51from some of these militians. So we're
  228. 9:53now talking about escalatory options
  229. 9:55that would completely redefine the
  230. 9:58political map of the region.
  231. 10:00And I think one of the concerning things
  232. 10:03that actually should be more of a
  233. 10:05concern on the American side than it is
  234. 10:07and on the Iranian side I've picked up
  235. 10:09but they're also a bit concerned about
  236. 10:10this is that so far the escalation has
  237. 10:14been calibrated more or less on all
  238. 10:16sides but we may be entering a stage
  239. 10:18right now in which the neither side
  240. 10:21actually will be able to control the
  241. 10:22escalation. the escalation will get out
  242. 10:24of control and that ultimately can be
  243. 10:26very bad for everyone because no one
  244. 10:28will be able to fully control what
  245. 10:29happens.
  246. 10:31>> Right? And I'm going to get to Professor
  247. 10:33Mesh and if he wants to respond to what
  248. 10:35Tita just said. Um but I'm also
  249. 10:37wondering I mean is Iran actually in
  250. 10:40control of the Iraqi militias if they
  251. 10:43decide to overrun Kuwait or you know
  252. 10:46things that are happening in Saudi
  253. 10:48Arabia? If that happens, are they in
  254. 10:50complete control of what happens there
  255. 10:52in the region?
  256. 10:54>> Well, the conventional wisdom in the
  257. 10:56West is that the Iranians are in control
  258. 10:58of everything in the Middle East that's
  259. 11:01opposed to Israel and the United States.
  260. 11:04They run Hezbollah. They run the
  261. 11:06Houthis. They run these militias in
  262. 11:09Iraq. But in fact uh with regard to the
  263. 11:13Houthis Hezbollah this is true of Hamas
  264. 11:16as well and those militias there are
  265. 11:20significant limits to how much influence
  266. 11:23Iran has. That's certainly true with
  267. 11:26regard to the Houthis. The Houthis did
  268. 11:28not start the fight against Saudi Arabia
  269. 11:32because Iran directed them to do so
  270. 11:35because Iran needed more leverage
  271. 11:38against the United States and against
  272. 11:40Israel. What happened here is that the
  273. 11:43uh the Iranians
  274. 11:46uh uh excuse me, the Saudis uh attacked
  275. 11:52uh the uh [snorts] Houthies when they
  276. 11:56were flying back from uh the funeral for
  277. 12:00the Ayatollah. And it was the Houthis,
  278. 12:04not excuse me, it was the Saudis, not
  279. 12:06the Houthis, who started the conflict.
  280. 12:09and not with any direction from Iran. Uh
  281. 12:12so I think that the argument that the
  282. 12:15Iranians are the puppet masters and
  283. 12:17they're directing everybody in the
  284. 12:19Middle East to do what they have to do
  285. 12:21is erroneous.
  286. 12:24>> Sure. Um Professor Mama also, you know,
  287. 12:27earlier this month, uh Trump said he
  288. 12:29expects the war to end shortly after the
  289. 12:32midterms. We are less than six weeks
  290. 12:35away from American midterms. At the same
  291. 12:38time, we have continued to see threats
  292. 12:40of further military escalation. Um, do
  293. 12:43you see a risk of further military
  294. 12:46escalation either before or immediately
  295. 12:49after the midterms? And what do you
  296. 12:51think that will actually achieve?
  297. 12:54>> Well, there's no question that there's
  298. 12:56always the risk of escalation, and
  299. 12:58that's certainly true with President
  300. 13:00Trump because he's something of a loose
  301. 13:02cannon. Uh but if you think about what
  302. 13:06our military options are here, visa v
  303. 13:10the Houthis or visav Iran, we have no
  304. 13:14military option. Uh it would have been
  305. 13:16crazy to attack the Houthies last night
  306. 13:19as President Trump was talking about
  307. 13:21doing and his adviserss apparently
  308. 13:24understood that. I mean, you don't even
  309. 13:26need a tripledigit IQ to figure that
  310. 13:28out. They told him, "Don't do this." and
  311. 13:32therefore he called off the attack. You
  312. 13:34want to remember that we have basically
  313. 13:38run out of munitions that we can use in
  314. 13:40a fight in the Middle East. Uh, one
  315. 13:44reason that we ended the 40-day war,
  316. 13:46that's between February 28th and April
  317. 13:508th, is because we were running out of
  318. 13:53munitions. uh we would be crazy to
  319. 13:57[snorts] start another fight given our
  320. 14:01inventory of precious weaponry. Uh
  321. 14:04furthermore, what good is it going to do
  322. 14:07even if we have the precious weaponry?
  323. 14:09We've been down this road before.
  324. 14:12President Trump took on the Houthies
  325. 14:14between March and May of 2025 and he
  326. 14:17lost. We've been there, done that, and
  327. 14:19it did not work out very well. Uh we
  328. 14:22bombed uh the Iranians in the 40-day
  329. 14:26campaign that I just mentioned. We
  330. 14:28didn't succeed there either, which is
  331. 14:30why we stopped the bombing campaign. And
  332. 14:33it's why we have not restarted the
  333. 14:35bombing campaign. We've tried this tit
  334. 14:38fortat strategy two or three different
  335. 14:40times. That's not worked. And in fact,
  336. 14:43the last time we started it, it was
  337. 14:45ongoing and we quit. And nevertheless,
  338. 14:49the Iranians kept hitting us, but we did
  339. 14:52not retaliate. Why? Because we don't
  340. 14:54have the weaponry to engage in that kind
  341. 14:57of tit fortat strategy. And furthermore,
  342. 14:59it doesn't work. So, if there's a
  343. 15:02military option here, I don't see it and
  344. 15:05I don't read in the press or on the
  345. 15:08internet where anybody can describe what
  346. 15:10that winning strategy is. So, we have no
  347. 15:15military strategy that can get us out of
  348. 15:17this disastrous situation. And that's
  349. 15:20why Trump at some point is going to have
  350. 15:22to cut a deal with the Iranians. And the
  351. 15:25problem that he faces is that it's not
  352. 15:27going to be a good deal from our point
  353. 15:29of view and it's going to be a good deal
  354. 15:32from Iran's point of view. Uh, Professor
  355. 15:35Mishame, you know, we talk about the US
  356. 15:37midterms, but there is another election
  357. 15:39that is looming and that is the Israeli
  358. 15:41election on October 27th. Um, and the
  359. 15:44Iran war is an election issue there
  360. 15:47naturally. And do you believe that
  361. 15:49Netanyahu might do something militarily
  362. 15:53prior to that election in order to gain
  363. 15:56ground um for his electoral prospects?
  364. 16:00>> It's possible. Well, there's no question
  365. 16:02that uh Netanyahu benefits from fighting
  366. 16:06all these wars because he's able to
  367. 16:08portray himself as the ideal person to
  368. 16:12lead Israel when a war is taking place.
  369. 16:16Uh but you know, he's got a war going in
  370. 16:19Lebanon. He can always jack up the war
  371. 16:21in Syria. He effectively has a war going
  372. 16:24on in both Gaza uh and the West Bank.
  373. 16:28I'm not sure that uh uh he's going to
  374. 16:32even think about attacking Iran. And the
  375. 16:35problem he faces if he thinks about
  376. 16:38attacking Iran is that the Iranians, as
  377. 16:40Trader was pointing out before, have the
  378. 16:43ability to uh counter retaliate. Uh and
  379. 16:47the Iranians could cause a lot of damage
  380. 16:49in Israel. Uh Israel is a target-rich
  381. 16:52environment for the Iranians and it's a
  382. 16:55small country. So, uh, Israel would
  383. 16:58really be pounded. So, I don't think the
  384. 17:00Israelis would be tempted to attack
  385. 17:03Iran. And in addition to that, I think
  386. 17:05the Americans would tell them not to do
  387. 17:08that. I don't think we want to see the
  388. 17:10Israelis attack Iran because uh they are
  389. 17:14the tail that wags the dog, which is
  390. 17:16another way of saying if the Israelis
  391. 17:18attack Iran, we'll get dragged in, and
  392. 17:21we don't want to get dragged in. So, I
  393. 17:24don't see uh Netanyahu starting any
  394. 17:27trouble with the Iranians. Uh and I
  395. 17:31think uh he'll just leave it at that
  396. 17:34going up to the election.
  397. 17:36>> Great. Um Trita, let's turn um from the
  398. 17:39military uh endgame to the diplomatic
  399. 17:41one, right? Um publicly, Iran has laid
  400. 17:44out conditions for a resumption of
  401. 17:47dialogue and negotiations. um three of
  402. 17:50which uh have been pretty consistent
  403. 17:52throughout this process. Um you know the
  404. 17:55end to the naval blockade, end of
  405. 17:57hostilities on all fronts including
  406. 17:59Lebanon and Gaza um and the unfreezing
  407. 18:02of Iranian assets and we are hearing
  408. 18:06reports from the Kataris that uh
  409. 18:08messages are being exchanged between the
  410. 18:11Washington. Um so what do you you know
  411. 18:15are the parties currently discussing the
  412. 18:18conditions under which negotiations can
  413. 18:20continue or are they talking about other
  414. 18:23substantive issues as well?
  415. 18:26>> I think what you're seeing right now is
  416. 18:28that the Qataris the Pakistanis are
  417. 18:31working very hard to see if they can get
  418. 18:34some sort of a negotiation going between
  419. 18:36the United States and Iran. Trump has
  420. 18:38made it very clear he's actually not
  421. 18:40interested in diplomacy.
  422. 18:42The calculation on the administration's
  423. 18:44side based on conversations I've had is
  424. 18:47that essentially at this point it's not
  425. 18:49going to get worse for Trump. Whatever
  426. 18:51the negative effects of the war have
  427. 18:54been on the electorate, it's already
  428. 18:56factored in. It's not going to get much
  429. 18:58worse over the next couple of weeks. But
  430. 19:00a lot of headlines about this is not
  431. 19:03necessarily helpful and and investing
  432. 19:06further in it at this point doesn't make
  433. 19:07much sense because they believe having
  434. 19:09reopened 30 perhaps 40% of the straight
  435. 19:13of Hormuz they are now in a situation in
  436. 19:16which the Iranians are hurting more than
  437. 19:18the US is hurting and that that's not
  438. 19:20taking into account that the rest of the
  439. 19:22global economy is hurting. It's not
  440. 19:24taking into account that for many of the
  441. 19:26GCC states, 30 to 40% of the trade is
  442. 19:29not at all sufficient in any way, shape,
  443. 19:30or form.
  444. 19:32But the administration right now is
  445. 19:34really not that interested uh in a
  446. 19:37negotiation. Perhaps that will change
  447. 19:39after the midterm elections, but I fear
  448. 19:42that the higher likelihood is that after
  449. 19:44the midterm elections, the
  450. 19:46administration is going to opt for a
  451. 19:48much more massive bombing campaign than
  452. 19:51what we've seen so far. I agree with you
  453. 19:53that you know this is a very dumb idea
  454. 19:55and that enough munitions etc do not
  455. 19:58exist that interceptors are very low.
  456. 20:01This is a critical critical factor so
  457. 20:04far. Uh but there are other things that
  458. 20:07they're looking at that I think is
  459. 20:08causing them to believe that perhaps
  460. 20:10there is a way. Let me first explain why
  461. 20:13I think Trump is in this headsp space.
  462. 20:16>> In his mind he needs to do something
  463. 20:18that just completely ends this. He has
  464. 20:22tried diplomacy and he's seen that what
  465. 20:24the political cost was of the MOU. He
  466. 20:27got attacked viciously by almost every
  467. 20:30side including the Democrats and
  468. 20:32including from inside his own
  469. 20:33administrations. He's tried the war as
  470. 20:36John pointed out round one and round two
  471. 20:38and it clearly didn't work that well.
  472. 20:39But it was at the end of the day a more
  473. 20:41limited war compared to what we're
  474. 20:43talking about here. And of course the
  475. 20:45economic sanctions which I don't think
  476. 20:46frankly the administration themselves
  477. 20:48really believe in. Perhaps Bessant does.
  478. 20:51None of them have been able to finish
  479. 20:53this. He's looking for something that
  480. 20:56will complete this in a manner that the
  481. 21:00final narrative about this is that the
  482. 21:03war was worth it. Not something similar
  483. 21:07to what John pointed out that it would
  484. 21:09be a negotiation. It would be much more
  485. 21:10on Iran's terms than on the US's terms.
  486. 21:13And then the war was an error. The
  487. 21:15negotiations was an error. The deal was
  488. 21:17an error. and all of that is just going
  489. 21:19to be devastating for his legacy. So, I
  490. 21:22think he's in a headsp space in which
  491. 21:24he's searching for something that just
  492. 21:25turns the corner on this entirely. I
  493. 21:28don't think it's possible, but I think
  494. 21:31the argument that is prevailing in the
  495. 21:33administration is that he actually
  496. 21:36hasn't tried everything because he
  497. 21:38threatened to take out the uh uh oil
  498. 21:41infrastructure and he didn't. He
  499. 21:42threatened to take out critical
  500. 21:44infrastructure and he didn't. He
  501. 21:46threatened to take an island, but he
  502. 21:48didn't. So, he hasn't actually fully
  503. 21:51explored that option. Now, there was a
  504. 21:53very good reason why he didn't because
  505. 21:55the retaliation on the Iranian side was
  506. 21:57going to be so devastating. But the
  507. 22:00thinking appears to be if you can do
  508. 22:03this in such an intense and fast manner
  509. 22:06that you knock out Iran's capability for
  510. 22:10counter escalation, not that they won't
  511. 22:12be able to counter escalate right away,
  512. 22:14but that after seven or so days their
  513. 22:16capacity is so degraded that they can't
  514. 22:19because you've essentially carpet bombed
  515. 22:21the country and taken out
  516. 22:22infrastructure, etc. then it doesn't
  517. 22:25matter if you run out of interceptors
  518. 22:27because they won't be able to shoot any
  519. 22:29missiles anyways. Now, I think this is
  520. 22:32absolute insanity.
  521. 22:34But this is where I think unfortunately
  522. 22:37we're likely going to be. The exit ramps
  523. 22:40that are being tried by some of these
  524. 22:43mediators are valiant efforts, but at
  525. 22:47the end of the day is not providing
  526. 22:49Trump with a type of a clean victory
  527. 22:51that he's looking for, which I think is
  528. 22:53a fantasy at this point. If you wanted a
  529. 22:55clean victory, don't start a war. He
  530. 22:57started a war unnecessarily and he is
  531. 22:58now trying to find a way in which
  532. 23:00everything will be okay and it's just
  533. 23:02not going to be possible. Now, so I
  534. 23:04think in the next couple of weeks, it
  535. 23:05will be interesting to see whether
  536. 23:09uh these negotiations managed to create
  537. 23:11some sort of opening that really has to
  538. 23:13convince Trump to think about diplomacy
  539. 23:15more seriously. Let me add one thing.
  540. 23:19The Houthi victory in Yemen on the face
  541. 23:23of it definitely adds leverage to the
  542. 23:25Iranian coalition so to say. But I think
  543. 23:28it may also have another effect that
  544. 23:30could go completely counter to that
  545. 23:32which is that Trump has said that he's
  546. 23:35not going to go in and help the Houthies
  547. 23:36and then he said that he might and then
  548. 23:38he changed his mind again. He keeps on
  549. 23:39going back and forth. A key factor as to
  550. 23:42why he wasn't so eager to do it is
  551. 23:43partly what John pointed out. The US
  552. 23:45tried this. it didn't work, but also
  553. 23:47because he's very ticked off at the
  554. 23:50Saudis because the Saudis halfway
  555. 23:52through the war stopped allowing the US
  556. 23:54to use their airspace and their bases.
  557. 23:58And as a result, this significantly
  558. 24:00limited America's ability to wage that
  559. 24:03war.
  560. 24:05There's voices in the administration
  561. 24:06that right now say, "Yes, we can help
  562. 24:08with the Houthis in return for the
  563. 24:10Saudis reopening their airspace and
  564. 24:12reopening their bases." But essentially
  565. 24:14the deal for the Saudis is okay, you
  566. 24:17don't have to have a war with the
  567. 24:18Houthis. We'll take care of that.
  568. 24:19Instead, you're going to have a war with
  569. 24:20Iran. I don't know if that's going to
  570. 24:21work. It doesn't sound like a very
  571. 24:23attractive offer to the Saudis. But what
  572. 24:27I'm pointing to that there seems to be
  573. 24:29this desperate search for something that
  574. 24:32can make a total military victory
  575. 24:34possible again despite everything that
  576. 24:36we've experienced in the last seven
  577. 24:38months.
  578. 24:39>> Sure. Uh TJ, we'll come to Yes, please
  579. 24:42go ahead. Can I just respond to treat
  580. 24:44because this is such an important issue.
  581. 24:46>> Yes.
  582. 24:47>> What I would say tra is that there is no
  583. 24:50way we can employ military force to win
  584. 24:54the war. I mean they may think that if
  585. 24:57we carpet bomb uh Iran and we hit energy
  586. 25:01infrastructure and other kinds of
  587. 25:03infrastructure that we haven't hit up to
  588. 25:05now that this is going to cause the
  589. 25:08Iranians to surrender. That's not going
  590. 25:10to happen. If anything, it's going to
  591. 25:12have a rally around the flag. And
  592. 25:14furthermore, as you pointed out, the end
  593. 25:17result is that the Iranians themselves
  594. 25:19will counter retaliate. They will wreck
  595. 25:22the Middle East. They will wreck the
  596. 25:24Gulf countries. They will probably go to
  597. 25:27great lengths to wreck Israel as well.
  598. 25:29And the end result is you're going to
  599. 25:31crash the international economy.
  600. 25:33President Trump said he didn't want to
  601. 25:35be Herbert Hoover. He didn't want an
  602. 25:36economic catastrophe. Those were his
  603. 25:39words. And the reason that we have
  604. 25:41really not gone full force in terms of
  605. 25:43attacking Iran is because we know that
  606. 25:47it would have devastating effects for
  607. 25:49the international economy. So they may
  608. 25:52pursue the strategy you described. But
  609. 25:55it is completely foolish to do so.
  610. 25:57>> Absolutely.
  611. 25:58>> Because it not produce a success.
  612. 26:01>> I agree with you 100%, John. And I think
  613. 26:03part of what is happening here is a
  614. 26:07similar phenomenon to what we saw back
  615. 26:09in January and February in which
  616. 26:12information was not reaching Trump.
  617. 26:14There was a filter. There was a
  618. 26:16curation. Much of it was done by the
  619. 26:18Israelis constantly feeding him
  620. 26:20information about how weak the Iranians
  621. 26:22are which then led him to believe that
  622. 26:24this is just going to be like Venezuela
  623. 26:25but you know 2 or 3 days longer and that
  624. 26:29this whole thing could be over with in 4
  625. 26:30days. I think we're in a similar
  626. 26:32situation. Some of it is not at this
  627. 26:34point because of curation. It's because
  628. 26:35I think Trump is simply not taking in
  629. 26:38information that contradicts what he
  630. 26:40wants to believe. Found it very
  631. 26:42interesting that he tweeted a Guardian
  632. 26:44story in which it cited the Iranian
  633. 26:47president saying that there needs to be
  634. 26:49a way to find an end to this war. And
  635. 26:52the context of it, of course, is that
  636. 26:54he's pointing to that as evidence that
  637. 26:56his economic sanctions are working and
  638. 26:58bringing the Iranians to the knees so
  639. 27:00that they're ready to surrender. The
  640. 27:02Iranian president has said from day one
  641. 27:04that there needs to be a way to find uh
  642. 27:06an end to this war. There's nothing new
  643. 27:08about that whatsoever.
  644. 27:10But this is what I think is reaching
  645. 27:12him. This is what is registering with
  646. 27:13him. And he's once again led to believe
  647. 27:16that things that are frankly completely
  648. 27:18insane
  649. 27:19um are worth trying. Now, I'm not saying
  650. 27:22that this is inevitable in any way,
  651. 27:23shape, or form. And I do think that
  652. 27:25there may be m uh dynamics that will
  653. 27:27happen after the midterm in which
  654. 27:29certain voices in the administration may
  655. 27:31be more assertive against some of these
  656. 27:33things than they have been so far
  657. 27:34because they do have a political future
  658. 27:36even though Trump doesn't. But what I'm
  659. 27:39trying to point to is that we're not in
  660. 27:41a space right now in which the
  661. 27:43administration is really seriously
  662. 27:44looking at any diplomatic options. I
  663. 27:47don't think people around Trump can go
  664. 27:49to him with diplomatic options right now
  665. 27:51and get much of a positive reaction from
  666. 27:54him at all. And until that happens,
  667. 27:56we're not going to have serious
  668. 27:58diplomacy. And in the meantime, we're
  669. 28:00heading towards a complete train wreck.
  670. 28:04Uh but treat because um you know the way
  671. 28:07the scenario that you have described I'm
  672. 28:09sure there is an understanding within
  673. 28:11the Iranian government as well that that
  674. 28:13is the headsp space that Trump is in and
  675. 28:16I'm sure even though as professor mesh
  676. 28:18said they will you know uh be able to
  677. 28:21revive themselves after something like
  678. 28:23that as horrific as that um I don't
  679. 28:26think the Iranian government wants its
  680. 28:28population carpet bombed either. Do you
  681. 28:31believe that in this the Iranian
  682. 28:34government is at this time perhaps
  683. 28:36viewing this window before the midterms
  684. 28:39to then push for a greater diplomatic
  685. 28:43effort and is willing to concede in some
  686. 28:46areas such as around the straight of
  687. 28:48Hormuz or other um issues that it has
  688. 28:51brought to the four before.
  689. 28:54>> What you have is that the Iranians
  690. 28:55actually are engaged in that diplomacy.
  691. 28:57I mean, it is the Iranians. I mean, they
  692. 28:59have senior people in Riad right now
  693. 29:01talking. They're engaging with the
  694. 29:02Pakistanis and the uh um the Qataris on
  695. 29:06this. The lack of engagement
  696. 29:08diplomatically is on the American side.
  697. 29:11So, that's one. On the second point, are
  698. 29:12they willing to give more concessions?
  699. 29:14I've not noted any significant movement
  700. 29:18uh on that. And um there's one opening
  701. 29:21I've seen which is that you know they've
  702. 29:23been insisting on theou still being the
  703. 29:25king.
  704. 29:26>> But I noticed one opening there which is
  705. 29:29that they're viewing theou as the
  706. 29:32beginning of a negotiation but it
  707. 29:34doesn't have to be the end of the
  708. 29:36negotiation.
  709. 29:38Meaning that you start off on within
  710. 29:41theou framework but depending on how the
  711. 29:43negotiations evolve you may end up with
  712. 29:45something completely different. So
  713. 29:46they're not married to the MU, but they
  714. 29:48will not be willing to give it up unless
  715. 29:50they give it up within a negotiation.
  716. 29:53Whereas the Trump administration's
  717. 29:55position is that the MOU is dead and
  718. 29:57they're not going to return to an MOU.
  719. 30:01Now whether that means that they can
  720. 30:02return to a conversation that starts off
  721. 30:04with the MOU or not entirely clear but
  722. 30:07um I'm not again I'm not confident that
  723. 30:09that important but still nuance shift on
  724. 30:12the Iranian position is sufficient to
  725. 30:15make any impact on Trump's thinking. Um
  726. 30:19but when it comes to the larger issue
  727. 30:21are they willing to give any major
  728. 30:22concessions etc. I think they are in a
  729. 30:26headsp space in which they just don't
  730. 30:28think a deal with Trump is really worth
  731. 30:31it that he can say yes that he will
  732. 30:33stick to a yes they see him constantly
  733. 30:36changing his mind they don't seem to
  734. 30:38have a view of him as mentally stable
  735. 30:40and as a result that means that no major
  736. 30:44concessions are going to be given
  737. 30:46meaning concessions that are
  738. 30:48irreversible things that Iran gives up
  739. 30:51and cannot get back they're not going to
  740. 30:53give it to someone who seems to change
  741. 30:55his mind five times every week because
  742. 30:57it's just not rational to do so. It's
  743. 31:00this there's no stable situation. Um and
  744. 31:03again, this is part of the reason I
  745. 31:05think you know there is this madman
  746. 31:06theory that you want to act a little bit
  747. 31:08irrational in order to make sure that
  748. 31:10the other side becomes more cautious and
  749. 31:12fearful of you and it may work every
  750. 31:14once in a while. in a military setting,
  751. 31:17in a diplomatic setting, all it does is
  752. 31:19just blows up any confidence in the val
  753. 31:22in the value of a deal with someone
  754. 31:25who's uh exhibiting that type of a
  755. 31:27behavior. And I think that's exactly
  756. 31:28what's happening to Trump right now.
  757. 31:30>> Can I add to what was saying? This is
  758. 31:33not to disagree at all, but just to push
  759. 31:35it a bit further. I think if you're the
  760. 31:38Iranians, you have to understand that
  761. 31:41whether Trump is the president, Joe
  762. 31:43Biden is the president, or anybody else,
  763. 31:47uh the United States is a is and is
  764. 31:50going to remain a mortal enemy of Iran.
  765. 31:54And that's for one simple reason,
  766. 31:56because of Israel. Israel basically
  767. 31:58drives US Middle East policy. And Israel
  768. 32:01is committed to the destruction of Iran.
  769. 32:03and therefore the Americans will remain
  770. 32:06uh to some extent at least committed to
  771. 32:09destroying Iran. So Iran wants to milk
  772. 32:14the present situation for all it's
  773. 32:16worth. It does not want to make any
  774. 32:19concessions. It wants the Americans to
  775. 32:22make concessions. Iran wants to get
  776. 32:24itself in a situation where it can deal
  777. 32:27with the United States a year from now,
  778. 32:305 years from now, 10 years from now.
  779. 32:32there's not going to be any meaningful
  780. 32:34peace agreement here. Uh so I think the
  781. 32:38Iranians are going to drive a very hard
  782. 32:41bargain. I also think you want to
  783. 32:44remember that from an Iranian point of
  784. 32:45view, if this war escalates and more
  785. 32:48damage is done to the international
  786. 32:50economy and the United States is put in
  787. 32:52a more difficult situation, that works
  788. 32:55to Iran's advantage. I'm not sure
  789. 32:58escalation is such a bad thing from
  790. 33:00Iran's point of view. Uh I don't know
  791. 33:03enough from the inside in Iran to make a
  792. 33:05firm decision on whether I think what I
  793. 33:07said is correct or not, but uh I think
  794. 33:10there are probably powerful incentives
  795. 33:13for the Iranians to escalate to get
  796. 33:16better leverage over the United States,
  797. 33:19to not have to make concessions
  798. 33:21themselves, and to have to get the
  799. 33:24United States to make concessions.
  800. 33:26Again, the bottom line here is that
  801. 33:28moving forward, the United States,
  802. 33:31whether Trump is in charge or not, will
  803. 33:33remain a mortal enemy, and you have to
  804. 33:36position yourself, if you're Iran, to
  805. 33:38deal with that mortal enemy.
  806. 33:41Just to add to what John said, you know,
  807. 33:43the conversation on the Iranian side
  808. 33:45towards adopting a doctrine of uh
  809. 33:49preeemption has now been quite public
  810. 33:52for the last couple of months. And we've
  811. 33:54also seen it come into effect. So for
  812. 33:57instance, some of the strikes in Jordan
  813. 33:59were uh taking place not in retaliation
  814. 34:02against an immediate strike by the US,
  815. 34:04but because essentially this is war at
  816. 34:06this point and they're not just going to
  817. 34:08be sitting and responding.
  818. 34:10Now, that does also mean that if the
  819. 34:13Iranians come to the conclusion that the
  820. 34:15likelihood of the US and Israel engaging
  821. 34:18in a major major attack against Iran
  822. 34:21after the midterm elections that the
  823. 34:23Iranians may themselves strike
  824. 34:24preemptively prior to that in order to
  825. 34:27deprive the US from having the luxury of
  826. 34:30deciding the timing of that war. In
  827. 34:32fact, many of the attacks against Jordan
  828. 34:36at this point are driven by several
  829. 34:38different factors. One of them being
  830. 34:40that they want to do less against the
  831. 34:41GCC states because they're trying to
  832. 34:43make sure that they can find some sort
  833. 34:44of a commonality with them, but also
  834. 34:46because those bases
  835. 34:49are now the ones that will be most
  836. 34:51crucial for the United States in case
  837. 34:54there is a larger war and Israel enters
  838. 34:56that war. Those are the bases that are
  839. 34:57going to be used to shoot down Iranian
  840. 34:59missiles that will be heading towards
  841. 35:00Israel.
  842. 35:02So you are taking those out right now in
  843. 35:05order to signal the Israelis you will
  844. 35:07hurt a lot if you entered in this war if
  845. 35:10you go in for some huge attack against
  846. 35:12the Iranians after the midterm elections
  847. 35:14because this is essentially making sure
  848. 35:16that the Iranian missiles will have a
  849. 35:18higher penetration rate by taking out as
  850. 35:20much as possible of that infrastructure
  851. 35:22in Jordan.
  852. 35:25>> And there's one other issue that we
  853. 35:26haven't talked about that's of enormous
  854. 35:28importance. It used to be the primary
  855. 35:30issue that we were concerned about when
  856. 35:32talking about Iran and that's the
  857. 35:33nuclear issue.
  858. 35:35>> Nobody's talking about anymore.
  859. 35:37>> Yeah. Well, the Iranian parliament is
  860. 35:39talking about it and the Iranian
  861. 35:41parliament is talking about the
  862. 35:42possibility of withdrawing from the NPT
  863. 35:46and developing an Iranian nuclear
  864. 35:49deterrent. And I would imagine that
  865. 35:51there will be uh significant movement in
  866. 35:54that direction moving forward. Whether
  867. 35:56the Iranians ultimately decide to
  868. 35:58develop a nuclear deterrent remains to
  869. 36:00be seen. But given everything that's
  870. 36:02happened and given that we all agree
  871. 36:04that moving forward the United States
  872. 36:06and Israel remain mortal enemies of
  873. 36:08Iran, the incentives for Iran to acquire
  874. 36:12a nuclear deterrent are enormous.
  875. 36:16>> Can I say something on this? John John
  876. 36:18is absolutely right and I was just in
  877. 36:20the region uh last week um uh in
  878. 36:24sessions in which uh senior officials
  879. 36:27from almost all of the countries we have
  880. 36:28mentioned uh here in this discussion
  881. 36:30were present. I also had conversations
  882. 36:32with Iranian officials who played a
  883. 36:34critical role in the JCPOA
  884. 36:38and they themselves are saying at this
  885. 36:40point there is a huge amount of regret
  886. 36:42inside of Iran that uh the program was
  887. 36:46never weaponized and that if things move
  888. 36:49towards weaponization
  889. 36:51uh at this point it will have tremendous
  890. 36:53amount of support both within the
  891. 36:55population and within the foreign policy
  892. 36:58elite establishment itself. Now, for
  893. 37:01some in Washington, this is irrelevant
  894. 37:03because they had already assumed quite
  895. 37:05erroneously that the Iranians were going
  896. 37:07to go for a nuclear weapon uh
  897. 37:09regardless, which was completely false.
  898. 37:11If that was the case, they would have
  899. 37:12not signed the JCPOA.
  900. 37:14But these attacks so far have only not
  901. 37:18only increased the demand for a nuclear
  902. 37:21deterrence on the Iranian side, it has
  903. 37:23actually done so in many other countries
  904. 37:24as well. opposing Turkey show for
  905. 37:26instance that the demand for nuclear
  906. 37:28deterrent has increased dramatically
  907. 37:30partly because of what happened here and
  908. 37:32also partly because they don't believe
  909. 37:33that NATO would come to Turkeykey's aid
  910. 37:36in case of an Israeli attack against
  911. 37:38Turkey. So from a non-prololiferation
  912. 37:41perspective, this has been beyond
  913. 37:42disastrous.
  914. 37:44>> And don't forget Saudi Arabia treaty.
  915. 37:47Yes. Absolutely.
  916. 37:48>> Given their military weakness, the fact
  917. 37:51that the United States would not come to
  918. 37:53their support, the incentives for the
  919. 37:55Saudis to want nuclear weapons and if
  920. 37:58they sense that Iran is going down the
  921. 38:01nuclear road again, the incentives for
  922. 38:03them will be uh very high. And at the
  923. 38:07height of Saudi Arabia's incentives for
  924. 38:09a nuclear deterrence, the United States
  925. 38:11is signing a deal with them, giving them
  926. 38:14the enrichment capabilities that the US
  927. 38:16for more than 40 years has tried to
  928. 38:18deprive the Iranians of.
  929. 38:21>> Right. Absolutely. Well, and speaking of
  930. 38:23Saudi Arabia, U. Professor Mshime,
  931. 38:25again, we've seen this massive
  932. 38:27escalation between Saudi Arabia and the
  933. 38:30Ansar over the past few weeks. Um and
  934. 38:33nobody has come to Saudi Arabia's
  935. 38:36assistance. I mean not the US that you
  936. 38:39know Trump again just over the weekend
  937. 38:41declined to come to their aid. Um
  938. 38:44Pakistan and Turkey with which Saudi
  939. 38:46Arabia had signed the Makkah defense
  940. 38:48agreement. They have not stepped up
  941. 38:50militarily either. Um the only I feel
  942. 38:54you know uh uh there were reports and
  943. 38:57I'm I don't think they're completely
  944. 38:58confirmed but within Israeli media there
  945. 39:00were reports of the Saudis now reaching
  946. 39:03out to Israelis to the Israelis for
  947. 39:06intelligence support. Um so my question
  948. 39:10is what does that say for Saudi
  949. 39:13alliances in the region? American
  950. 39:16security guarantees for Saudi Arabia.
  951. 39:18And do you believe, and I, this might be
  952. 39:21a little far-fetched, but do you believe
  953. 39:23that if Israel does step in to help
  954. 39:26Saudi Arabia out when nobody else in the
  955. 39:29region is, do you think that is going to
  956. 39:31be one step toward normalization?
  957. 39:34>> Well, a couple points. One is I don't
  958. 39:36think Israel is going to help Saudi
  959. 39:38Arabia. I think the Israelis prefer to
  960. 39:40stay on the sidelines
  961. 39:42uh in this conflict and concentrate on
  962. 39:44Lebanon, the West Bank, Gaza, and Syria
  963. 39:48>> and maybe Iran, but they want to stay
  964. 39:51out of the Saudi Houthi fight. Uh with
  965. 39:55regard to Saudi Arabia, it's very
  966. 39:56interesting. If we had talked a couple
  967. 39:59weeks ago and we had talked about Saudi
  968. 40:02Arabia's threat environment, I would
  969. 40:04have focused almost exclusively on Iran
  970. 40:07and I would not have thought about the
  971. 40:09Houthis as a meaningful threat to Saudi
  972. 40:12Arabia. Uh that would have just shown my
  973. 40:15ignorance because it's now quite clear
  974. 40:17that Saudi Arabia really faces two
  975. 40:20threats. One is from Iran and the other
  976. 40:23is from the Houthies. And I'd be curious
  977. 40:25to hear what treat has to say, but I
  978. 40:27think one could make an argument that
  979. 40:29the Houthies are a much greater threat
  980. 40:31to Saudi Arabia's survival than Iran is.
  981. 40:35So the Saudis face a two-front war
  982. 40:38problem and they effectively have no
  983. 40:43country or countries that will come to
  984. 40:46their defense or provide them with
  985. 40:49significant assistance uh in defending
  986. 40:52themselves either against Iran or
  987. 40:54against the Houthis. So they are in real
  988. 40:57trouble today and I think moving forward
  989. 41:01what they're going to have to think
  990. 41:02about is how to work out some sort of
  991. 41:05motives for vendai certainly with the
  992. 41:07Iranians but even with the Houthies
  993. 41:10>> treat
  994. 41:12John is absolutely right and I think
  995. 41:14again the Mecca agreement was tested
  996. 41:18just within days of having been signed
  997. 41:21and I think uh Pakistan and Turkey He
  998. 41:26also probably had discounted the
  999. 41:27likelihood of this type of anescalation
  1000. 41:29by the Houthies. Um I think it's
  1001. 41:32important to point out and John
  1002. 41:34mentioned this earlier on the Saudis
  1003. 41:36unfortunately started this themselves.
  1004. 41:39>> Yeah.
  1005. 41:40>> We had pass they had pacified the front
  1006. 41:43with the Houthis when the Iranian
  1007. 41:45airplane landed in Sona because of the
  1008. 41:47airport of uh because of the funeral of
  1009. 41:51Ky.
  1010. 41:53uh the Saudis saw that as an effort to
  1011. 41:55breach the blockade which is still in
  1012. 41:57place and they struck at the airport and
  1013. 42:00this is what triggered this whole thing.
  1014. 42:03Now what one thing that is really
  1015. 42:04fascinating is that the Houthis gained
  1016. 42:08much of this control in the manner in
  1017. 42:11which they won these battles similarly
  1018. 42:13to how the Taliban did it when they just
  1019. 42:15within a couple of days swept all of P
  1020. 42:18off which is that they were negotiating
  1021. 42:20with a lot of these different soldiers
  1022. 42:22and then buying them off
  1023. 42:23>> and they were doing this over the course
  1024. 42:25of weeks and months without Saudi or US
  1025. 42:28intelligence picking it up.
  1026. 42:30>> Wow. And I think it tells us something
  1027. 42:32of how little we know or understand of
  1028. 42:34the situation in Yemen right now. Now,
  1029. 42:37if the Houthis were to escalate further
  1030. 42:39and go into Saudi territory, it would
  1031. 42:41put the Turks and the Pakistanis in a
  1032. 42:43very very awkward position. I don't
  1033. 42:45think they for a second want to have a
  1034. 42:48conflict uh with the Yemenes on this
  1035. 42:50issue. But it actually really would be a
  1036. 42:53very very severe threat to the unity of
  1037. 42:56Saudi Arabia and the stability of its
  1038. 42:58government. I mean, the entire 2030
  1039. 43:00plan, all of this is going down the
  1040. 43:03drain because of this war. And up until
  1041. 43:05just a couple of weeks ago, the Saudis
  1042. 43:07had actually managed to keep themselves
  1043. 43:09out of this rather well. They were not
  1044. 43:12struck by the Iranians because they had
  1045. 43:14struck a deal with the Iranians. They
  1046. 43:15were not allowing the US to use Saudi
  1047. 43:17airspace or uh bases in the country. And
  1048. 43:21as a result, they were not fully
  1049. 43:23insulated, but they were fairing better
  1050. 43:25than most of the other countries. And
  1051. 43:26they had their East West pipeline. All
  1052. 43:28of that is gone now. All of it because
  1053. 43:30they decided to bomb the Sana airport
  1054. 43:32which was a massive mistake.
  1055. 43:34>> And Trina, just to add one point to
  1056. 43:36this, there are reports from quite
  1057. 43:38reliable sources that President Trump
  1058. 43:41encouraged the Saudis to attack the
  1059. 43:44Houthis. Uh, which I find mind-boggling.
  1060. 43:49>> Yeah, I would I wouldn't be surprised by
  1061. 43:51that at all. What is surprising is why
  1062. 43:53would the Saudis take Trump's advice?
  1063. 43:56>> Yeah, you do.
  1064. 43:58Uh treat a quick question, quick
  1065. 44:00followup. Um you know the Makkah defense
  1066. 44:02agreement, you said that that's put the
  1067. 44:04Pakistanis and the Turks in a very
  1068. 44:05awkward position. Now their failure to
  1069. 44:08help uh Saudi Arabia, was that because
  1070. 44:12their militaries are not yet integrated?
  1071. 44:14That was the excuse that was given um by
  1072. 44:17some analysts. or is it because of their
  1073. 44:20um the local sentiments within their
  1074. 44:22respective populations that will not let
  1075. 44:24them um intervene in that way against
  1076. 44:27the Houthis? And if that is the case,
  1077. 44:30then what is the point of this defense
  1078. 44:32agreement?
  1079. 44:34>> On the latter point, let's just make one
  1080. 44:36thing clear. The Houthis are extremely
  1081. 44:40popular in the Arab street right now and
  1082. 44:43in the larger Muslim world. uh because
  1083. 44:46this very poor country uh managing to
  1084. 44:50stand up both to the US and to Israel
  1085. 44:52when so many of these other Arab
  1086. 44:54countries are uh caving, failing, you
  1087. 44:58name it. I mean, so much of Jordan's
  1088. 45:01military is being used to protect Israel
  1089. 45:03right now against Iranian missiles in
  1090. 45:05the midst of an Israeli genocide against
  1091. 45:08the Palestinian people. Do not
  1092. 45:10underestimate how good that makes the
  1093. 45:12Houthis look when they're fighting back.
  1094. 45:14So I think it would be tremendously
  1095. 45:16problematic politically for these
  1096. 45:18countries to get involved but also it
  1097. 45:20would be very problematic for them
  1098. 45:22militarily. Few countries if any have
  1099. 45:24actually intervened successfully uh in
  1100. 45:27Yemen and I don't think the Turks have
  1101. 45:30the slightest appetite for this
  1102. 45:31particularly when they're also
  1103. 45:33increasingly facing um a greater and
  1104. 45:36greater threat from Israel. and for them
  1105. 45:38to be overstretched in Yemen of all
  1106. 45:40places in the middle of all of this
  1107. 45:42makes absolutely no sense. So I think
  1108. 45:45the Mecca agreement at the end of the
  1109. 45:46day was a rushed effort to try to just
  1110. 45:50fill in some sort of agreement within
  1111. 45:53this vacuum that has been left by the
  1112. 45:55complete collapse of the American
  1113. 45:58hegemony in the Middle East, the
  1114. 45:59American security umbrella. It may have
  1115. 46:02been very well intended and it may still
  1116. 46:04end up being able to work if it becomes
  1117. 46:06an inclusive arrangement rather than
  1118. 46:08turning into some sort of a Middle East
  1119. 46:10and NATO, but as John knows much better
  1120. 46:13than me, these agreements only um work
  1121. 46:17as long as as far as their credibility
  1122. 46:19is willing to carry them. And the
  1123. 46:21credibility right now that the Turks and
  1124. 46:25the Pakistanis would go to war with Iran
  1125. 46:27on behalf of Saudi Arabia is not there.
  1126. 46:30and it's not even there when it comes to
  1127. 46:31the vouties. So yes, if there's some
  1128. 46:35minor piracy taking place, perhaps they
  1129. 46:37would come to Saudi Arabia's aid, but
  1130. 46:39that is not the issue that uh Saudi
  1131. 46:41Arabia is currently facing.
  1132. 46:44>> Sure. Um uh treat I just did want to
  1133. 46:47sort of again stay on the Houthi topic
  1134. 46:49for just a little while longer and that
  1135. 46:51is you know u the US has held direct
  1136. 46:54contact with the Houthis um who have
  1137. 46:57said that they will honor their 2025
  1138. 46:59ceasefire agreement with Washington and
  1139. 47:01refrain from targeting American vessels
  1140. 47:05while focusing entirely on attacks on
  1141. 47:07Saudi interests. Um, do you believe I
  1142. 47:11mean what does that tell us about Houthi
  1143. 47:13leverage? But then also do you believe
  1144. 47:15they'll actually be able to force an end
  1145. 47:18to the Saudi blockade through these
  1146. 47:20attacks at this moment?
  1147. 47:23Well, on the first point, uh I think it
  1148. 47:25is something very interesting compared
  1149. 47:28to just what it would have been four or
  1150. 47:29five years ago, which is that the Trump
  1151. 47:31administration, despite all of these
  1152. 47:33strategic mistakes, actually is willing
  1153. 47:35uh and uh is engaged in direct
  1154. 47:37conversations with all of these
  1155. 47:39different entities, including Hamas.
  1156. 47:41Whereas in the past, it would almost
  1157. 47:44always happen through one of the US's
  1158. 47:46partners who have completely different
  1159. 47:48interests at time, the Israelis in
  1160. 47:50particular. Now the administration is
  1161. 47:52talking directly to them and this has
  1162. 47:54been very effective in making sure that
  1163. 47:57this agreement still holds that the
  1164. 47:58Houthis are only targeting Saudi ships.
  1165. 48:01Now of course from a global economic
  1166. 48:03standpoint if you're only targeting
  1167. 48:05Saudi ships that still means that you
  1168. 48:06are targeting the most important thing.
  1169. 48:09But uh as long as they're not striking
  1170. 48:11the US it gives the US a way out uh of
  1171. 48:15not getting involved in this. Uh, and I
  1172. 48:17think what we have seen so far is that
  1173. 48:19the Houthis actually held their word on
  1174. 48:21these things, including when it comes to
  1175. 48:22when they would stop firing at Israel,
  1176. 48:24which they did after was a ceasefire
  1177. 48:26there. [snorts] So, I I I think those
  1178. 48:28things do matter tremendously, and I
  1179. 48:31think it is uh part of the uh factors
  1180. 48:34that are taken into account by the
  1181. 48:37administration. Now, as to the second
  1182. 48:40part of your question, could you repeat
  1183. 48:41it?
  1184. 48:42>> Um, do you think that the Houthis will
  1185. 48:43be able to end the Saudi blockade? Yes.
  1186. 48:46Uh I do think that the Houthis are now
  1187. 48:50amassing so much leverage and that the
  1188. 48:53counter Houthi forces in the in Yemen
  1189. 48:56right now is just a hodgepodge of
  1190. 48:57different groups that have even deeper
  1191. 48:59disagreements within themselves and
  1192. 49:01against each other than they have with
  1193. 49:02the Houthis. that the likelihood of
  1194. 49:05being able to turn this around is such
  1195. 49:07that the the Saudis should very very
  1196. 49:10seriously consider a deal in which
  1197. 49:12lifting the blockade is a way for them
  1198. 49:14to get out of this war. I don't know if
  1199. 49:16that's where the Saudis are at this
  1200. 49:18point, but I think would be a mistake
  1201. 49:19for them to continue this war in order
  1202. 49:22to sustain a blockade.
  1203. 49:24>> Sure. Thank you. Uh, Professor Mish, I
  1204. 49:26just wanted to shift gears just a little
  1205. 49:28bit. You know, you were recently in
  1206. 49:29Russia. Um, how is Moscow recalibrating
  1207. 49:34its position on Iran? What did you take
  1208. 49:36away from your conversations there and
  1209. 49:38how they're seeing this entire conflict
  1210. 49:40evolve? Um, and also something about
  1211. 49:44China. You know, it has also entered the
  1212. 49:46diplomatic fray um and has been pressing
  1213. 49:49Iran over the Houthi escalation as
  1214. 49:51disruption to energy markets is
  1215. 49:54increasingly affecting Beijing's
  1216. 49:56interests. Um I think China also during
  1217. 49:59the brick summit has had sort of
  1218. 50:01indicated some kind of a multilateral um
  1219. 50:04sort of mediation effort. Um so how do
  1220. 50:07you see these two countries now
  1221. 50:10approaching this conflict?
  1222. 50:13>> When I was in uh Russia, I was in both
  1223. 50:16Moscow and St. Petersburg uh for about
  1224. 50:19eight days and uh I talked extensively
  1225. 50:23to people in what I would call the
  1226. 50:25Russian national security elite. Uh and
  1227. 50:29of course as you would expect most of
  1228. 50:31the people who I talked to fastened on
  1229. 50:34the Ukraine conflict because that's
  1230. 50:36what's of enormous importance
  1231. 50:39uh to the Russians. But the subject of
  1232. 50:41Iran did come up on a number of
  1233. 50:43occasions and it's quite clear that the
  1234. 50:46Russians have a vested interest in
  1235. 50:48seeing Iran win the war against the
  1236. 50:52United States. Uh I don't think the
  1237. 50:56Russians view the United States as their
  1238. 50:58primary enemy. I think they view the
  1239. 51:00United States is basically an enemy. Uh
  1240. 51:04but from a Russian point of view, the
  1241. 51:06real enemy is Europe and in particular
  1242. 51:09the British and the Germans. Uh the
  1243. 51:13Americans, I think, uh there they have a
  1244. 51:16complicated outlook. They see President
  1245. 51:19Trump as well-intentioned, but they
  1246. 51:21don't think he's capable of settling the
  1247. 51:24Ukraine conflict in any meaningful way.
  1248. 51:27His diplomatic skills are just not up
  1249. 51:29for it. So in the end they understand
  1250. 51:32that the United States has remained an
  1251. 51:35enemy despite Trump's efforts to reverse
  1252. 51:38direction and therefore they have a
  1253. 51:41vested interest they the Russians in
  1254. 51:44making sure that anything that can be
  1255. 51:46done to weaken America's position in the
  1256. 51:48world is taken advantage of. And I think
  1257. 51:51from their perspective, what is
  1258. 51:52happening in Iran, what is happening in
  1259. 51:55the Persian Gulf to the United States is
  1260. 51:58to Russia's advantage. And you want to
  1261. 52:01remember that right now uh the Trump
  1262. 52:06administration is putting great pressure
  1263. 52:08on Zalinski to stop Ukrainian attacks
  1264. 52:12against oil and gas facilities to
  1265. 52:14include refineries inside of Russia
  1266. 52:18because that is affecting the amount of
  1267. 52:21oil and gas that is in global markets.
  1268. 52:25So if you think about it, what's
  1269. 52:27happening here is that as a result of
  1270. 52:29the Iran war, as a result of Iran's
  1271. 52:33success against the United States, the
  1272. 52:36United States is putting pressure on
  1273. 52:38Ukraine to limit its attacks on Russia,
  1274. 52:41which is obviously to Russia's
  1275. 52:43advantage. So, I think the Russians
  1276. 52:46understand quite clearly uh that it
  1277. 52:49would be good if Iran defeated the
  1278. 52:52United States in this war, whatever that
  1279. 52:55means. And I think there's a lot of
  1280. 52:57evidence. I didn't see any of it inside
  1281. 52:59of Russia, but just from reading
  1282. 53:01newspapers and reading on the internet,
  1283. 53:03there's a lot of evidence that the
  1284. 53:04Russians are helping the Ukrainians. And
  1285. 53:08there's evidence that the Chinese are
  1286. 53:10helping the Ukrainians, excuse me, the
  1287. 53:12Iranians as well. And this is hardly
  1288. 53:14surprising. It's exactly what you'd
  1289. 53:16expect. Because of the Americans
  1290. 53:19inability to execute, or I should say to
  1291. 53:22formulate and execute uh a rational
  1292. 53:25legal foreign policy, we've driven the
  1293. 53:27Russians, the Chinese, and the Iranians
  1294. 53:29together.
  1295. 53:31>> Do you think that with uh President Xi
  1296. 53:33visiting uh the White House later this
  1297. 53:36week, uh Trump is going to ask for his
  1298. 53:39help in mediating? Well, you know, I
  1299. 53:42know that Tita has mentioned that it's
  1300. 53:45not interested in diplomacy at this
  1301. 53:47point, but in either pressuring Iran is,
  1302. 53:50you know, is Trump going to ask for
  1303. 53:52Chinese help at this point?
  1304. 53:53>> I bet he's already asked them uh I bet
  1305. 53:56he's asked the Russians for help. Trump
  1306. 53:58is desperate to settle this war. Uh how
  1307. 54:01he does it is another matter, and that's
  1308. 54:03what we were talking about before. But
  1309. 54:05Trump fully understands that he made a
  1310. 54:08huge blunder starting this war. The
  1311. 54:10problem is he can't figure out how to
  1312. 54:12get out of it. So he's asked Xi Jinping,
  1313. 54:16I'm sure, you know, he's been working
  1314. 54:17with the Pakistanis
  1315. 54:19to see if the Pakistanis or even the
  1316. 54:21cutteries or the Turks can help him uh
  1317. 54:24work out some sort of arrangements with
  1318. 54:26the Iranians. The problem that Trump
  1319. 54:29faces is that the Iranians, for reasons
  1320. 54:31we described before, are driving a hard
  1321. 54:34bargain. It's in Iran's uh interest to
  1322. 54:38make sure it gets every possible
  1323. 54:40concession from the United States. And
  1324. 54:42of course, it's in Trump's interest to
  1325. 54:43make sure that doesn't happen. And
  1326. 54:46therefore, he doesn't want to cut a deal
  1327. 54:47at this point because it'll look
  1328. 54:49something like the memorandum of
  1329. 54:51understanding on 17 June, which was
  1330. 54:53basically a surrender document from the
  1331. 54:56American point of view. He doesn't want
  1332. 54:57to do that, and he's looking for a way
  1333. 55:00to get the Iranians to make concessions.
  1334. 55:02So both sides make concessions and Trump
  1335. 55:05can declare victory, but he can't get
  1336. 55:07the Iranians to do it. So he's trying to
  1337. 55:10solicit help from the Russians, from the
  1338. 55:12Chinese, and so forth and so on. And I'm
  1339. 55:15sure that when Xi Jinping comes to the
  1340. 55:17United States, he'll talk to him again
  1341. 55:19about it. But uh I do not believe it's
  1342. 55:22going to work because the Iranians are
  1343. 55:24sophisticated enough to understand that
  1344. 55:27they have to do what is in their
  1345. 55:29national interest and what is in their
  1346. 55:31national interest is to drive an
  1347. 55:34extremely hard bargain with the United
  1348. 55:36States to make as few concessions as
  1349. 55:39possible because as I said before the
  1350. 55:42United States and Israel will remain
  1351. 55:45mortal enemies for the foreseeable
  1352. 55:47future.
  1353. 55:49Thank you um Dr. M Sha. So Tita, the
  1354. 55:52last question goes to you. Um you know
  1355. 55:54the 81st session of the UN General
  1356. 55:56Assembly is already underway and high
  1357. 55:59level week begins tomorrow. Um Trump is
  1358. 56:02expected to discuss the Iran war with
  1359. 56:04Gulf leaders in New York. Um and
  1360. 56:07President Peshkan and foreign minister
  1361. 56:09RXG are also going to be um there. Um,
  1362. 56:12should we expect any meaningful
  1363. 56:14diplomatic movement on the sidelines of
  1364. 56:17the UNGA at this point?
  1365. 56:20>> Not any major, but I think there will be
  1366. 56:23diplomatic activity that will not be
  1367. 56:24unimportant. It will be interesting to
  1368. 56:26see if what the GCC states come back to
  1369. 56:30Trump with is something that moves him
  1370. 56:32or not. Uh, I'm a little bit skeptical.
  1371. 56:35I'm not seeing the signs of that
  1372. 56:36readiness in the administration yet. Um
  1373. 56:39and again I think they are not feeling
  1374. 56:41much of a pressure to do anything
  1375. 56:43because they think that they have the
  1376. 56:45situation more or less under control.
  1377. 56:47Not a good situation but one in which
  1378. 56:49the pressure will gradually increase on
  1379. 56:51the Iranian side while gradually
  1380. 56:53decrease on the American side. But I
  1381. 56:56think there will nevertheless be an
  1382. 56:57important week because the entire world
  1383. 57:00will be there. The Iranians will be
  1384. 57:01there and others will be there. And um
  1385. 57:04you know this was a war uh an illegal
  1386. 57:07war uh and war of aggression. And I
  1387. 57:10think the Iranians are going there more
  1388. 57:11than anything else to score a lot of PR
  1389. 57:14points, but also to make sure that
  1390. 57:16they're there in case anything happens,
  1391. 57:19if there's any developments,
  1392. 57:20particularly as it appears that Trump is
  1393. 57:23going to use this week not to push for
  1394. 57:25diplomacy, but to use all of these
  1395. 57:27different meetings to press on other
  1396. 57:29countries to adopt extr territorial
  1397. 57:32sanctions against Iran. And I think the
  1398. 57:33Iranians are partly there because they
  1399. 57:35want to be available to push back
  1400. 57:37against that.
  1401. 57:40Well, excellent. Let's hope that there
  1402. 57:42is some um movement in any positive
  1403. 57:45direction uh because where we are right
  1404. 57:47now just does not seem to be sustainable
  1405. 57:49at all. Um again, I would like to thank
  1406. 57:52you both so much for your time, your
  1407. 57:54insights, and for making sense of this
  1408. 57:57very very complex and rapidly evolving
  1409. 57:59situation for all of us. I always learn
  1410. 58:01so much from you both. Thank you both so
  1411. 58:04much.

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