Everything unfolded according to the script at the Iran nuclear talks last week in Vienna. Iran, led by new President Ebrahim Raisi’s government, adopted a much harsher negotiating position, which the U.S. and the Europeans predictably rejected as the blame game officially began. Despite the harsh rhetoric from the Biden administration, this is how everyone expected this round to start and end.
It will most likely be revealed in the next round whether Tehran’s new demands are opening bids or solid red lines.
It will most likely be revealed in the next round whether Tehran’s new demands are opening bids or solid red lines. According to U.S. negotiators, Iran went “with proposals that walked back anything — any of the compromises Iran had floated here in the six rounds of talks, pocket all of the compromises that others, and the U.S. in particular, had made, and then asked for more.” Secretary of State Antony Blinken has vowed to “turn to other options” if diplomacy fails.
The problem is Washington doesn’t have other options. Ramping up sanctions further — that is, intensifying former President Donald Trump’s “maximum pressure” policy — would only make matters worse. Biden administration officials readily acknowledge that Trump’s exit from the Iran nuclear deal and his sanctions campaign created this mess in the first place. More of the same wouldn’t provide a path out of this debacle.
As President Joe Biden’s Iran envoy, Rob Malley, told The New York Times back in 2019, it is a “fantasy that the Trump administration’s maximum pressure campaign somehow would lead Tehran to agree to more stringent measures.” Blinken in 2015 similarly said it was a “fantasy to believe that Iran will simply capitulate to every demand if we ratchet up the pressure even more through sanctions.”
The Biden administration is probably also contemplating covert operations to sabotage Iran’s nuclear program. But that course has been extensively pursued by the Israelis. The verdict of both Israeli and U.S. security officials is that it too is counterproductive — it only provides Iran with an excuse to ratchet up its nuclear program further.
Then, of course, there is war. But avoiding yet another unpredictable military conflict in the Middle East was a key motivating factor behind negotiating the nuclear deal in the first place. For Biden, who paid a political toll for pulling U.S. troops out of Afghanistan and who has bragged (falsely) that “for the first time in 20 years, the United States is not at war,” starting a war with Iran — a far mightier power than the Taliban — makes little sense. Nor would it help Biden’s broader goal of shifting America’s focus toward China.
Let’s call it the coma option. Think of how Western powers have pretended that the Israeli-Palestinian peace process has been alive for the last decades.
While escalation toward conflict remains the most likely outcome if diplomacy is abandoned, changing circumstances have also allowed another potential outcome to emerge: The Joint Comprehensive Plan of Action, or JCPOA, as the Iran deal is known, would all but die, but the parties would pretend that it is still alive to avoid the crisis that its official death would spur. Let’s call it the coma option. Think of how Western powers have pretended that the Israeli-Palestinian peace process has been alive for the last decades.
Changing circumstances and calculations on all sides are what set up this potential option. In the past, any situation short of a full deal was unstable and prone to escalate toward conflict. Today, things are different. Biden would most likely prefer a comatose arrangement to a military confrontation with Iran, and he might also find it more attractive than the concessions he ultimately would have to offer Tehran to truly revive the agreement. Moreover, beyond the political capital Biden would need to spend to return to the agreement, even more capital would have to be spent in 2023, when the agreement obligates the U.S. to lift sanctions on Iran in Congress. Undoubtedly, few in the White House look forward to that congressional fight only months before the 2024 presidential election.
Tehran’s preferences might also be shifting in this direction. A fundamental problem for the talks is that Biden’s sanctions relief is largely empty. Few international companies and investors would enter the Iranian market unless they have confidence that the deal would survive the 2024 presidential election. As France’s former U.N. ambassador, Gerard Araud, tweeted Friday: “Even if the JCPOA was restored, no Western company would dare invest a cent in Iran, no Western bank would finance any deal in Iran with the threat of the return of US sanctions in 2025. Once was enough. The Iranians know it.”
Without credible sanctions relief, the essential give-and-take of the agreement collapses. Why would Tehran give up its nuclear leverage now if real sanctions relief wouldn’t be coming until 2025 — if even then? But if the agreement entered a coma, Tehran would keep its nuclear leverage while strengthening its economic and political ties with Moscow, Beijing and other governments that would disregard Washington’s sanctions. While clearly not optimal, it is preferable to both a sanctions-less deal and war with the U.S. This would, however, require that Tehran temper its nuclear advances, which it might do since it no longer would press the U.S. to rejoin the agreement.








