What we know about the emerging Iran deal - with Nadav Eyal and Mark Dubowitz

If Trump signs an interim deal with Iran, what leverage is left to dismantle Iran's nuclear program?

As reports swirl around a possible U.S.-Iran agreement, Dan sits down with Nadav Eyal and Mark Dubowitz to sort through what’s actually on the table — and what could unravel next. The conversation centers around the core dilemmas facing Washington, Jerusalem, and the Gulf: whether this moment represents strategic containment of Iran or the beginning of a slow retreat from the leverage created by the war.

They debate the risks of a “Hormuz for Hormuz” deal, the future of Iran’s nuclear stockpile, the limits of economic pressure, and whether the military gains can survive a prolonged diplomatic pause. Hovering over the entire conversation is a deeper question: after months of escalation, what would victory look like now?

In this episode:

- What’s Actually in the Emerging U.S.-Iran Deal

- The “Hormuz for Hormuz” Tradeoff

- Iran’s Uranium Stockpile

- Could Trump Sustain Military and Economic Pressure?

- The Gulf States’ Interests

- Hezbollah, Lebanon, and the Axis of Resistance

- What Israelis Think of The Deal

- Will This Be Remembered as a Turning Point — or the Moment the West Blinked?

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Credits: Ilan Benatar, Brittany Cohen, Ava Weiner, Martin Huergo, Mariangeles Burgos, and Yuval Semo

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