US nears Iran deal on nuclear program, Strait reopening as Trump urges caution

Over 3,000 people killed in recent Lebanon-Israel fighting; 22 Israeli soldiers and one defense contractor dead in southern Lebanon; two Israeli civilians killed in north.
One technical step from weapons-grade material
Iran's uranium stockpile sits at 60 percent enrichment, just below the 90 percent needed for nuclear weapons.

In Cairo, diplomats from Washington and Tehran are edging toward a settlement that could end months of conflict, reopen the world's most vital oil passage, and place Iran's near-weapons-grade uranium under international control. The talks follow a February military strike that killed Iran's supreme leader and set off a cascade of consequences — a sealed strait, convulsing energy markets, and renewed war in Lebanon — that now press both sides toward resolution. President Trump, who made Iran's nuclear renunciation a cornerstone demand, urges patience even as the framework takes shape. What hangs in the balance is not merely a bilateral agreement, but the architecture of stability across a region that has paid dearly for its absence.

  • Iran's 440.9 kilograms of uranium enriched to 60% purity — a short technical step from weapons-grade — sits at the center of negotiations that could determine whether the Middle East steps back from the nuclear threshold.
  • The Strait of Hormuz has remained effectively sealed since February, sending crude, natural gas, and commodity prices into convulsions that experts warn will take weeks or months to unwind even after the waterway reopens.
  • A fragile ceasefire in Lebanon has held since April 7, but more than 3,000 deaths and continued sporadic fire underscore how quickly the broader regional conflict could reignite if diplomacy falters.
  • Iran's government has not publicly committed to surrendering its uranium stockpile, and Tehran's foreign ministry warns that trust is thin after being struck twice while engaged in nuclear talks.
  • The emerging framework sets a 60-day window to resolve the hardest questions — how Iran disposes of its uranium, how sanctions are lifted, and whether Israel's security demands can be reconciled with a final accord.
  • Trump is urging his negotiators not to rush, characterizing the process as 'orderly and constructive,' even as the human and economic costs of delay continue to mount across the region.

Diplomats in Cairo are circling what could be a historic settlement between Washington and Tehran — one that would halt the fighting, unseal the Strait of Hormuz, and require Iran to surrender its stockpile of highly enriched uranium. Regional officials briefed the press on the emerging framework over the weekend, though President Trump cautioned his team against rushing. The deal will not be signed this week.

The conflict began in February, when American and Israeli forces struck Iranian targets, killing the country's supreme leader and other senior officials. Iran responded by effectively sealing the Strait of Hormuz, the world's most critical oil chokepoint, sending global energy markets into turmoil. Experts say it will take weeks, possibly months, for prices and shipping to stabilize once the waterway reopens.

At the heart of the framework sits Iran's uranium reserve: 440.9 kilograms enriched to 60 percent purity, a short technical step from weapons-grade. Iran would relinquish this material under the agreement, though whether through dilution, transfer to a third country — Russia has offered to receive a portion — or some combination remains unresolved. A 60-day window has been set to finalize these details. If Iran fails to comply, sanctions relief evaporates.

Secretary of State Marco Rubio outlined the agreement's architecture: first, the Strait reopens and the American blockade ends; second, Iran enters serious negotiations on a commitment never to develop nuclear arms, long-term enrichment restrictions, and disposition of the enriched uranium. Iran's President Pezeshkian told state television his country is prepared to assure the world it does not seek nuclear weapons, though Tehran has not publicly committed to surrendering the stockpile.

The draft agreement also includes an end to the war between Israel and Hezbollah in Lebanon, a conflict that erupted two days after the February strikes. A ceasefire has held since April 7, though sporadic exchanges continue. More than 3,000 people have died in the recent fighting. Israeli Prime Minister Netanyahu has insisted any final accord must eliminate the nuclear threat and preserve Israel's right to defend itself — a position American officials say the agreement accommodates.

Iran's foreign ministry acknowledged that differences are narrowing but warned that Tehran remains wary after being attacked twice while engaged in nuclear talks. The path forward hinges on whether both sides can close the remaining gaps within the 60-day window, and whether the fragile ceasefire in Lebanon holds long enough for diplomacy to finish its work.

Diplomats in Cairo are circling what could be a historic settlement between Washington and Tehran—one that would halt the fighting, unseal the Strait of Hormuz, and require Iran to surrender its stockpile of highly enriched uranium. Regional officials briefed The Associated Press on Sunday about the emerging framework, though President Trump cautioned his negotiators against rushing to closure. The deal itself will not be signed this week. The parties have drawn closer in recent months, only to watch diplomatic momentum collapse and rebuild.

The conflict that prompted these talks began in February, when American and Israeli forces struck Iranian targets on the 28th, killing the country's supreme leader and other senior officials. In response, Iran effectively sealed the Strait of Hormuz, the world's most critical oil chokepoint. Global energy markets have convulsed. Crude, natural gas, and related commodities have spiked. Experts say it will take weeks, possibly months, for shipping and prices to stabilize once the waterway reopens.

At the heart of the emerging agreement sits Iran's uranium reserve: 440.9 kilograms enriched to 60 percent purity, a short technical step from the 90 percent needed for weapons. Under the framework being negotiated, Iran would relinquish this material. How it will do so—whether through dilution, transfer to a third country, or some combination—remains unresolved. Russia has offered to receive a portion. A 60-day window has been set for these details to be hammered out. If Iran fails to surrender the uranium, sanctions relief evaporates. Trump has made this renunciation a cornerstone demand, pushing for terms more stringent than the 2015 nuclear accord his first administration abandoned.

Iran's government has not publicly committed to surrendering the uranium, though President Masoud Pezeshkian told state television the country is prepared to assure the world it does not seek nuclear weapons. Tehran has long maintained its program is peaceful while simultaneously enriching uranium to near-weapons levels and asserting its right to nuclear technology. Secretary of State Marco Rubio, speaking in India, outlined the agreement's architecture: first, the Strait reopens completely and the American blockade of Iranian ports ends. Second, Iran enters serious negotiations on three fronts—a commitment never to develop nuclear arms, long-term restrictions on enrichment capacity, and disposition of the highly enriched uranium.

The agreement would also require the reopening of the Strait to proceed in parallel with the lifting of the American blockade. Mines would be cleared from the waterway, though one American official noted on Friday that the military has found none. The United States would permit Iran to sell its oil through sanctions exemptions. Broader sanctions relief and the unfreezing of Iranian assets would be negotiated during the same 60-day period. Both regional officials and an American federal official confirmed that the draft includes an end to the war between Israel and Hezbollah in Lebanon, a conflict that erupted two days after the February strikes on Iran.

A ceasefire has held in Lebanon since April 7, though sporadic exchanges of fire have continued. More than 3,000 people have died in the recent fighting, according to Lebanon's health ministry. Twenty-two Israeli soldiers and one defense contractor have been killed in or near southern Lebanon; two Israeli civilians have died in the north. Israeli Prime Minister Benjamin Netanyahu, wary of Hezbollah's remaining capacity to threaten Israel, posted on social media that any final accord with Iran must eliminate the nuclear danger and that Trump had reaffirmed Israel's right to defend itself on all fronts, including Lebanon. American officials have assured Israel that the agreement would preserve its right to act against imminent threats in self-defense.

Trump has characterized the negotiations as advancing in an "orderly and constructive" manner, with the relationship becoming "much more professional and productive." He has rejected calls from some Republicans for a harder line. Iran's foreign ministry spokesman, Esmail Baghaei, acknowledged on Saturday that differences between the two sides are narrowing but cautioned that Tehran remains wary after being attacked twice in the past year while engaged in nuclear talks. The path forward remains uncertain, hinged on whether both sides can resolve the remaining gaps within the 60-day window and whether the fragile ceasefire in Lebanon holds.

Trump said negotiations are advancing in an orderly and constructive manner, with the relationship becoming much more professional and productive.
— President Trump
Iran's foreign ministry spokesman acknowledged that differences between the two sides are narrowing but cautioned that Tehran remains wary after being attacked twice in the past year while engaged in nuclear talks.
— Esmail Baghaei, Iranian Foreign Ministry spokesman
A Conversa do Hearth Outra perspectiva sobre a história
Inventor

Why does the uranium matter so much? Iran says it's for peaceful purposes.

Model

Because 440 kilograms at 60 percent purity is one technical decision away from weapons-grade material. It's not about what Iran says it wants—it's about what it could do, and how quickly. That's what keeps everyone at the table.

Inventor

So if Iran gives up the uranium, the Strait opens, and oil flows again. What's the catch?

Model

The catch is trust. Iran has been enriching uranium while saying it's peaceful. Israel and the US have bombed Iranian targets. Lebanon is still burning. A 60-day window to work out the details of uranium disposal, sanctions relief, and whether Hezbollah actually disarms is not a lot of time when the stakes are this high.

Inventor

Netanyahu seems nervous about this deal.

Model

He is. Israel's worried that Hezbollah will remain a threat even if there's a ceasefire on paper. Lebanon's government is too weak to disarm the group. So Netanyahu wants the agreement to guarantee Israel can still act if it feels threatened. That's a built-in tension—how do you have a real peace if one side reserves the right to strike whenever it judges a threat is imminent?

Inventor

Trump says don't rush. Why would he say that?

Model

Because he walked away from the last Iran deal. He wants to be seen as getting a better one. Rushing looks weak. But there's also real substance—the longer the negotiations take, the more leverage he has, and the more he can extract from Iran. Patience is a negotiating tactic.

Inventor

What happens if this falls apart?

Model

The Strait stays closed. Oil prices stay high. The fighting in Lebanon continues. And both sides go back to viewing each other as enemies rather than negotiating partners. The human cost keeps climbing.

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