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Iran Faces US Without Plan B as Nuclear Red Lines Collide

Iran’s Supreme Leader Ayatollah Ali Khamenei speaks during a meeting in Tehran, Iran, May 20, 2025. Photo: Office of the Iranian Supreme Leader/WANA (West Asia News Agency)/Handout via REUTERS
While rising US–Iran tensions over Tehran’s uranium enrichment jeopardize nuclear talks, three Iranian sources said on Tuesday that the clerical leadership lacks a clear fallback plan if efforts to resolve a decades-long dispute collapse.
With negotiations faltering over clashing red lines, Iran may turn to China and Russia as a “Plan B,” the sources said, but with Beijing’s trade war with Washington and Moscow distracted with its war in Ukraine, Tehran’s backup plan appears shaky.
“The plan B is to continue the strategy before the start of talks. Iran will avoid escalating tensions, it is ready to defend itself,” a senior Iranian official said.
“The strategy also includes strengthening ties with allies like Russia and China.”
On Tuesday, Iran‘s Supreme Leader Ayatollah Ali Khamenei rejected US demands to halt uranium enrichment as “excessive and outrageous,” warning that the talks are unlikely to yield results.
After four rounds of talks aimed at curbing Iran‘s nuclear program in return for sanctions relief, multiple stumbling blocks remain. Tehran refuses to ship all of its highly enriched uranium stockpile abroad or engage in discussions over its ballistic missile program, two of the Iranian officials and a European diplomat said.
The lack of trust on both sides and President Donald Trump’s decision to pull out of a 2015 accord with world powers has also raised the importance for Iran of getting guarantees that Washington will not renege on a future accord.
Compounding Tehran’s challenges, Iran‘s clerical establishment is grappling with mounting crises – energy and water shortages, a plummeting currency, military losses among regional allies, and rising fears of an Israeli attack on its nuclear sites – all exacerbated by Trump’s hardline policies.
With Trump’s speedy revival of a “maximum pressure” campaign on Tehran since February, including tightened sanctions and military threats, the sources said, Iran‘s leadership “has no better option” than a new deal to avert economic chaos at home that could threaten its rule.
Nationwide protests over social repression and economic hardship in recent years, met with harsh crackdowns, have exposed the Islamic Republic’s vulnerability to public anger and triggered sets of Western human rights sanctions.
“Without lifting sanctions to enable free oil sales and access to funds, Iran’s economy cannot recover,” said the second official, who like others asked not to be identified due to sensitivity of matter.
Iran‘s foreign ministry was not immediately available for comment.
A THORNY PATH
Wendy Sherman, former US Undersecretary for Political Affairs who led the US negotiating team that reached the 2015 accord between Tehran and six world powers, said it was impossible to convince Tehran to “dismantle its nuclear program and give up their enrichment even though that would be ideal.”
“So that means they will come to an impasse, and that we will face the potential for war, which I don’t think, quite frankly, President Trump looks forward to because he has campaigned as a peace president,” she said.
Even if enrichment disputes narrow, lifting sanctions remains fraught. The US favors phasing out nuclear-related sanctions, while Tehran demands immediate removal of all restrictions.
Dozens of Iranian institutions vital to Iran‘s economy, including its central bank and national oil company, have been sanctioned since 2018 for “supporting terrorism or weapons proliferation.”
When asked about Iran‘s options if talks fail, Sherman said Tehran would likely “continue to circumvent sanctions and sell oil, largely to China, perhaps India and others”.”
China, Iran‘s primary oil buyer despite sanctions, has helped stave off economic collapse, but Trump’s intensified pressure on Chinese trade entities and tankers threatens these exports.
Analysts warn that China and Russia’s support has limits. China insists on steep discounts for Iranian oil and may push for lower prices as global oil demand weakens.
If talks collapse – a scenario both Tehran and Washington hope to avoid – neither Beijing nor Moscow can shield Iran from unilateral US and EU sanctions.
France, Britain, and Germany, though not part of the US–Iran talks, have warned they would reimpose UN sanctions if no deal emerged quickly.
Under the 2015 nuclear pact’s UN resolution, the E3 have until Oct. 18 to trigger the so-called “snapback mechanism” before the resolution expires.
According to diplomats and a document seen by Reuters, the E3 countries may do this by August if no substantial deal can be found by then.
Diplomats warn that getting a deal before then would mean, in the best-case scenario, an initial political framework like in 2013 whereby both sides offer some immediate concrete concessions giving time for a more detailed negotiation.
“There is no reason to think it will take less time than the 18 months in 2013 especially when the parameters and the geopolitical situation is more complicated now,” a senior European official said.
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New Poll: Majority of NYC Voters ‘Less Likely’ to Support Mamdani Over His Refusal to Condemn ‘Globalize the Intifada’

Zohran Mamdani. Photo: Ron Adar / SOPA Images via Reuters Connect
In a warning sign for the campaign of Democratic nominee for mayor of New York Zohran Mamdani, a majority of city voters in a new poll say the candidate’s hardline anti-Israel stance makes them less likely to vote for him.
In the survey of likely city voters conducted by American Pulse, 52.5 percent said Mamdani’s refusal to condemn the slogan “globalize the intifada” coupled with his backing of the Boycott, Divestment, and Sanctions (BDS) movement made them less likely to vote for him in November. Just 31% of city voters polled were more likely to support him because of these positions.
At the same time, a significant share of young New York City voters support Mamdani’s anti-Israel positioning, a striking sign of shifting generational views on Israel and the Palestinian cause.
Nearly half of voters aged 18 to 44 (46 percent) said the State Assembly member’s backing for BDS and “refusal to condemn the phrase ‘globalize the intifada’” made them more likely to support him.
Mamdani, a democratic socialist from Queens, has been under fire for defending “globalize the intifada,” a slogan many Jewish groups associate with incitement to violence against Israel and Jews. While critics argue it glorifies terrorism, supporters claim it’s a call for international solidarity with oppressed peoples, especially Palestinians. Mamdani has also voiced support for BDS, a movement widely condemned by mainstream Jewish organizations as antisemitic for singling out Israel.
The generational divide exposed by the poll comes amid a broader political realignment. Younger progressives across the country are increasingly critical of Israeli policies, especially in the wake of the Gaza war, and more receptive to Palestinian activism. But to many Jewish leaders, Mamdani’s rising support is alarming.
Rabbi David Wolpe, visiting scholar at Harvard University, condemned the phrase with a sarcastic analogy.
“‘Globalize the intifada’ is just a political slogan,” he said. “Like ‘The cockroaches must be exterminated’ was just a housing authority slogan in Rwanda.”
Jewish organizations have reported a surge in antisemitic incidents in New York and across the U.S. since the outbreak of the Israel-Hamas war last fall. The blending of anti-Zionist slogans with calls for “intifada,” historically linked to violent uprisings, has deepened fears among Jewish communities that traditional red lines are being crossed.
Whether this emerging coalition reshapes New York politics remains to be seen. However, the poll indicates that among younger voters, views that were once considered fringe are quickly moving into the mainstream.
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Report: Jews Targeted at June’s Pride Month Events

A Jewish gay pride flag. Photo: Twitter.
The research division of the Combat Antisemitism Movement (CAM) released a report on Wednesday detailing incidents of hate against Jews which took place last month during demonstrations in celebration of LGBTQ rights and identity.
Incidents reported by the group include:
- At a Pride march in Wales, the activists Cymru Queers for Palestine chose to block the path and show a sign that said “Profiting from genocide,” an attempt to link the event’s sponsors — such as Amazon — to the war in Gaza.
- A Dublin Pride march saw the participation of the Ireland-Palestine Solidarity Campaign, which labeled Israel a “genocidal entity.”
- In Toronto at a late June Pride march, demonstrators again attacked organizers with a sign declaring, “Pride partners with genocide.”
CAM also identified a recurring narrative deployed against Israel by some far-left activists: so-called “pinkwashing,” a term which the Boycott, Divest, Sanctions (BDS) movement calls “an Israeli government propaganda strategy that cynically exploits LGBTQIA+ rights to project a progressive image while concealing Israel’s occupation and apartheid policies oppressing Palestinians.”
The report notes that at a Washington DC Pride event in early June Medea Benjamin, cofounder of activist group Code Pink and a regular of anti-war protests, wore a pair of goofy, oversized sunglasses and a shirt in her signature pink with the phrase “you can’t pinkwash genocide.”
Other incidents CAM recorded showed the injection of anti-Israel sentiment into Pride events.
A musical group canceled a performance at an interfaith service in Brooklyn, claiming the hosting synagogue had a “public alignment with pro-Israel political positions.” In San Francisco before the yearly Trans March, a Palestine group said in its announcement of its participation, “Stop the war on Iran and the genocide of Palestine, stop the war on immigrants and attacks on trans people.”
CAM notes that this “queers for Palestine” sentiment is not new, pointing to a 2017 event wherein “organizers of the Chicago Dyke March infamously removed participants who were waving a Pride flag adorned with a Star of David on the grounds that the symbol ‘made people feel unsafe.’”
In February, the Israel Defense Forces shared with the New York Post documents it had recovered demonstrating that Hamas had tortured and executed members it suspected of homosexuality and other moral offenses in conflict with Islamist ideology.
Amit Benjamin, who is gay and a first sergeant major in the IDF, said during a visit to New York City for Pride month that “All the ‘queers for Gaza’ need to open their eyes. Hamas kills gays … kills lesbians … queers cannot exist in Gaza.”
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IAEA pulls inspectors from Iran as standoff over access drags on

IAEA chief Rafael Grossi at the agency’s headquarters in Vienna, Austria, June 23, 2025. REUTERS/Elisabeth Mandl/File Photo
The UN nuclear watchdog said on Friday it had pulled its last remaining inspectors from Iran as a standoff over their return to the country’s nuclear facilities bombed by the United States and Israel deepens.
Israel launched its first military strikes on Iran’s nuclear sites in a 12-day war with the Islamic Republic three weeks ago. The International Atomic Energy Agency’s inspectors have not been able to inspect Iran’s facilities since then, even though IAEA chief Rafael Grossi has said that is his top priority.
Iran’s parliament has now passed a law to suspend cooperation with the IAEA until the safety of its nuclear facilities can be guaranteed. While the IAEA says Iran has not yet formally informed it of any suspension, it is unclear when the agency’s inspectors will be able to return to Iran.
“An IAEA team of inspectors today safely departed from Iran to return to the Agency headquarters in Vienna, after staying in Tehran throughout the recent military conflict,” the IAEA said on X.
Diplomats said the number of IAEA inspectors in Iran was reduced to a handful after the June 13 start of the war. Some have also expressed concern about the inspectors’ safety since the end of the conflict, given fierce criticism of the agency by Iranian officials and Iranian media.
Iran has accused the agency of effectively paving the way for the bombings by issuing a damning report on May 31 that led to a resolution by the IAEA’s 35-nation Board of Governors declaring Iran in breach of its non-proliferation obligations.
IAEA chief Rafael Grossi has said he stands by the report. He has denied it provided diplomatic cover for military action.
Foreign Minister Abbas Araqchi said on Thursday Iran remained committed to the nuclear Non-Proliferation Treaty (NPT).
“[Grossi] reiterated the crucial importance of the IAEA discussing with Iran modalities for resuming its indispensable monitoring and verification activities in Iran as soon as possible,” the IAEA said.
The US and Israeli military strikes either destroyed or badly damaged Iran’s three uranium enrichment sites. But it was less clear what has happened to much of Iran’s nine tonnes of enriched uranium, especially the more than 400 kg enriched to up to 60% purity, a short step from weapons grade.
That is enough, if enriched further, for nine nuclear weapons, according to an IAEA yardstick. Iran says its aims are entirely peaceful, but Western powers say there is no civil justification for enriching to such a high level, and the IAEA says no country has done so without developing the atom bomb.
As a party to the NPT, Iran must account for its enriched uranium, which normally is closely monitored by the IAEA, the body that enforces the NPT and verifies countries’ declarations. But the bombing of Iran’s facilities has now muddied the waters.
“We cannot afford that … the inspection regime is interrupted,” Grossi told a press conference in Vienna last week.
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