According to reports, the provisional deal includes a 60-day ceasefire extension, the removal of mines and reopening of the strait within 30 days, and allowing Iran to sell and export oil in exchange for phased sanctions relief. Critically, however, Iran has insisted its nuclear program be excluded from the current stage of talks, a concession that has alarmed Israel . Trump is also politically constrained: the U.S. House of Representatives adopted a symbolic Iran war powers resolution (215-208) to rein in his authority, putting him under further pressure to show a diplomatic off-ramp from a conflict he co-launched
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Netanyahu's position is the inverse of Trump's. His office acknowledges that Israel is "not a party" to the U.S.-Iran memorandum of understanding, but he insists the final agreement must include terms that amount to the full dismantlement of Iran's nuclear program. These demands include the removal of all enriched material from Iran, the complete dismantling of enrichment facilities, limits on ballistic missile production, and an end to Iran's support for regional proxies like Hezbollah .
Netanyahu has publicly stated his skepticism that a deal without these conditions is possible, and his domestic political survival depends on a perception of strength. His continued military strikes signal that he cannot afford to appear as if he is subcontracting Israel's security to Washington . This has placed him on a direct collision course with a U.S. president demanding his compliance.
The rift burst into the open on June 7, when Trump told the Financial Times that Netanyahu "doesn't call the shots" and would have "no choice" but to accept whatever deal is negotiated . The statement was more than bluster—it was an attempt to publicly subordinate an ally. Trump reportedly urged Netanyahu not to retaliate after Iran launched ballistic missiles at Israel on June 7, warning that further escalation could derail the peace agreement
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When Israel struck Iran again anyway on June 8—directly defying Trump's plea—the divide was unmistakable . Trump later told Axios he had warned Netanyahu, "I said, 'Bibi, you better be careful, or you will be on your own very soon'"
. The rhetoric represented a remarkable fall for a partnership that once saw Trump pull the U.S. out of the 2015 Iran nuclear deal largely at Netanyahu's urging
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The divergence is most visible on the ground. Israel has repeatedly struck targets that the U.S. has asked it to leave alone, including Iranian civilian oil facilities. On March 7, Israel bombed 30 Iranian fuel depots, exceeding what Washington expected; U.S. officials later told Israel the administration was "not pleased" and advised against similar strikes without prior approval . Trump later denied advance knowledge of a March 18 Israeli attack on the South Pars gas field and Asaluyeh refinery, which had reportedly been coordinated with the U.S., and ruled out further strikes
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Meanwhile, the conflict cycle remains intense. On June 7, Iran fired missiles at Israel after an Israeli strike in Beirut. Trump urged Netanyahu to stand down. Israel struck Iran again . In March, Iran targeted vessels in the Strait of Hormuz and set one ablaze, while Israel countered by hitting oil depots and striking Beirut, including suburbs previously covered by a ceasefire
. The U.S. finds itself trying to negotiate a deal with a country that Israel continues to bomb, often over Washington's explicit objections.
The Trump-Netanyahu rift is a collision between two incompatible strategies. Trump sees a deal as essential for domestic political survival and global economic stability. Netanyahu views any agreement that leaves Iran with a nuclear latency capability as an existential threat worthy of unilateral military action. The result is an alliance in open friction, with the ultimate decision on war and peace in the region hanging on the question of who, in the end, actually calls the shots.
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