Long note: the scale of the Iranian victory, US loss & the betrayal of Israel. #Geopolitics

𝗣𝗥𝗢𝗦
🇮🇷
• Full sovereignty over Hormuz
• keeps its nuclear, missile & drone programmes
• retains its right to master the entire nuclear fuel cycle, only existing stocks of enriched uranium to be down blended
• retains right to support sub-state actors- Hizbollah, Hamas, Houthis (HHH+)
• legal protection for Hizbollah & Houthis
• attack on HHH+ home bases will be considered a violation of terms.
• 100 billion unfrozen, 300 billion to be invested
• All sanctions (incl non-nuclear, terror related) to be lifted
• all above actions to be passed at UNSC removing any chance of unilateralism by the US (like Trump cancelling the nuclear deal)
• full recognition of Iran’s government & no interference in internal affairs
• full reintegration into the global order

🇺🇸
• blockade of Hormuz ends
• oil prices can recede & stabilise
• status quo ante 8 May 2018 (re:JCPOA)
• JCPOA had a 2031 sunset clause, when restrictions on enrichment would be lifted. The new deal does not have a sunset, the ban on enriched stockpiles is permanent
• Can disengage significant military forces from the gulf - permanently
• reduction in threat environment for gulf allies.

🇮🇱
• JCPOA had a 2031 sunset clause, when restrictions on enrichment would be lifted. The new deal does not have a sunset, the ban on enriched stockpiles is permanent
• oil prices reduce
• Given US abandonment of gulf allies, Israel’s position as a security provider to gulf states could possibly increase

𝗖𝗢𝗡𝗦
🇮🇷
• permanent loss of enriched stockpiles
• permanent commitment to not develop nukes

🇺🇸
• Iran free to resume full scale terrorism across region under the guise of resistance (implications of Bahrain & Iraq), but this time any retaliation will be seen as breach of the treaty
• significant loss of trust in both gulf & israel

🇮🇱
• catastrophic geopolitical disaster
• all gains of last 3 years nixed
• right to retaliate in Lebanon nixed
• all coercive tools against Iran - military, economic, proxy - nixed
• bound by US promise to not carry out military action against Iran
• if Iran retaliates, most probably, no US shield
• Iran can purse terrorism as a tool against israel + retains full rights to build/use ballistic missiles & drones.

US Ambassador to India and Special Envoy to South & Central Asia Sergio Gor meets UHM Amit Shah right after landing in New Delhi

We had a fruitful discussion on enhancing collaboration to combat terrorism, shield our people from narcotics and illicit drugs, secure our borders, and jointly bring criminals to justice in both nations. – US Ambassador

#Geopolitics

BRICS NSA meeting in New Delhi from 22-23 July #Geopolitics

The first indigenously constructed Air Cushion Vehicle (ACV), H-561, was inducted into service on 18 June 2026 at Chowgule & Company Private Limited, Goa.

The induction ceremony was held at the shipyard's Rassaim facility in the presence of senior officials of Bharatiya Tatrakshak and representatives from the shipbuilding industry.

(Source: Indian Coast Guard)

#aatmarnirbharbharat

🇺🇸🤝🇮🇷 Iran-US MoU is a net positive for India 🇮🇳

Energy: India could buy Iran #Oil with sanctions removed

Infra: Post War reconstruction process, possible contracts for Indian conglomerates

Connectivity: Chabahar re-engagement

Shipping: Hormuz situation eases

#Economy #Geopolitics

Chinese Foreign minister Wang Yi to visit Delhi for #BRICS NSA meet next week. #ForeignAffairs

“The era that favoured software jobs and MBA degrees is coming to an end and that the country must place greater value on trade skills such as welding, plumbing, electrical work and carpentry.”

- CEA Anantha Nageswaran.

#NWO #Jobs #Economy