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Around the world โ€” Monday morning, 06 July ยท War day 129

US Warns Iran of Israeli Assassination Plots Amidst Funeral and Upcoming Talks

The US cautioned Iran about potential Israeli assassination attempts on Iranian negotiators, as both nations prepare for resumed talks on July 11 following Ali Khamenei's funeral.

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What happened, yesterday

The story

As Iran continues its week-long funeral ceremonies for former Supreme Leader Ayatollah Ali Khamenei, diplomatic tensions persist with a notable revelation from US officials. Washington reportedly warned Tehran that Israel might intend to assassinate Iran's top negotiators, including Foreign Minister Abbas Araghchi and parliamentary speaker Mohammad Bagher Ghalibaf. This extraordinary step highlights significant strain in the US-Israel relationship and a divergence in war aims, as the Trump administration pursues a deal to end the war and reopen the Strait of Hormuz. Meanwhile, US-Iran talks are slated to resume on July 11, focusing on sanctions, frozen funds, and Iran's nuclear program. However, regional escalation continues, with Israeli Defense Minister Israel Katz issuing threats to Iran and Prime Minister Benjamin Netanyahu affirming Israel's indefinite military presence in Lebanon. These developments underscore the complex interplay between ongoing diplomatic efforts and persistent military posturing, shaping the immediate future of the conflict.

Who moved today

ActorWhat changedConsequence
United StatesUS officials warned Iran about potential Israeli assassination attempts on Iranian negotiators.This action highlights a significant divergence between US and Israeli objectives regarding the conflict and diplomatic efforts.
IsraelDefense Minister Israel Katz issued a threat to Iran, and Prime Minister Benjamin Netanyahu affirmed Israel's intent to keep troops in Lebanon indefinitely.These statements signal a firm stance on regional security and a willingness to maintain military pressure despite ongoing diplomatic overtures.
IranIran continued its funeral ceremonies for former Supreme Leader Ali Khamenei and is preparing for talks with the US on July 11.The funeral schedule has temporarily paused direct high-level diplomatic engagement, while preparations for future talks indicate a continued, albeit cautious, engagement with the diplomatic track.
HamasHamas is reportedly planning to dissolve the Gaza Strip committee for monitoring government activity.This internal political move could potentially ease some regional tensions or signal a shift in internal governance in Gaza.

Three ways this might unfold

A US-Iran nuclear and regional de-escalation deal is reached, alongside an Israel-Lebanon agreement. ~30%

If US-Iran talks on July 11 make significant progress on nuclear inspections and regional security mechanisms, and Israel and Lebanon solidify their ceasefire into a broader agreement,

  • Iran would likely agree to enhanced IAEA inspections of its nuclear sites.
  • The Strait of Hormuz would remain open with agreed-upon transit protocols.
  • Hezbollah would face increased pressure to disarm or significantly reduce its military activity in Lebanon.
  • US sanctions on Iranian oil and frozen funds would see substantial waivers or releases.
  • Regional proxy conflicts would see a de-escalation in intensity and frequency.
  • Diplomatic channels between regional adversaries would likely expand.
  • Israel's security concerns regarding its northern border would be addressed through verifiable mechanisms.

Escalation occurs with renewed military strikes and a breakdown of diplomatic efforts. ~40%

If US-Iran talks collapse, or if Israel carries out further strikes against Iranian targets or its proxies, or if Iran retaliates for perceived aggressions,

  • Renewed military strikes between Israel and Iran, or between the US and Iran, would be highly probable.
  • The Strait of Hormuz could face renewed disruption or closure, impacting regional trade routes.
  • Hezbollah would likely intensify its operations against Israel from Lebanon.
  • US diplomatic efforts would shift from negotiation to increased deterrence and potentially new sanctions.
  • Regional states, particularly GCC members, would increase security postures and potentially seek further US military support.
  • Iran might accelerate its nuclear enrichment activities, reducing breakout time.
  • The possibility of direct conflict between major regional powers would significantly increase.

The conflict remains in a protracted state of uneasy truce and intermittent skirmishes. ~30%

If diplomatic efforts yield limited breakthroughs and military actions remain calibrated to avoid full-scale war, but core disagreements persist,

  • Indirect US-Iran technical talks would continue with slow, incremental progress on specific issues.
  • Israel would maintain its military presence in southern Lebanon, leading to ongoing low-level skirmishes with Hezbollah.
  • Iran would continue its nuclear program within current parameters, without full transparency or significant rollback.
  • Sanctions on Iran would largely remain in place, with limited waivers for specific humanitarian or de-escalation purposes.
  • The Strait of Hormuz would remain open but under constant threat of disruption, requiring persistent security patrols.
  • Regional actors would continue to engage in a mix of cautious diplomacy and proxy competition.
  • The risk of miscalculation leading to broader escalation would remain elevated.

Around the world

CountryWhat changedDeduction
๐Ÿ‡บ๐Ÿ‡ธ United StatesWarned Iran about potential Israeli assassination attempts on Iranian negotiators and continues preparations for July 11 talks.This highlights the US balancing act between supporting its ally Israel and pursuing diplomatic de-escalation with Iran.
๐Ÿ‡ฎ๐Ÿ‡ฑ IsraelDefense Minister Israel Katz issued threats to Iran, and Prime Minister Benjamin Netanyahu affirmed Israel's intent to keep troops in Lebanon indefinitely.These actions reinforce Israel's hardline security posture and its determination to counter perceived threats from Iran and Hezbollah.
๐Ÿ‡ต๐Ÿ‡ฐ PakistanReportedly emerged as a leading candidate to host the next round of US-Iran technical talks on July 11.Pakistan continues to play a significant mediating role in facilitating dialogue between Washington and Tehran.
๐Ÿ‡ธ๐Ÿ‡ฆ Saudi ArabiaDiscussed US-Iran talks, indicating ongoing regional diplomatic engagement.Saudi Arabia remains engaged in regional diplomatic efforts, likely seeking stability and de-escalation in the wider Middle East.

Threads worth pulling

What others are saying

Carnegie Endowment (Aaron David Miller). The ongoing US-Iran negotiations face significant challenges, and the relationship between the US and Israel shows signs of being fraught due to differing approaches to the conflict.

Soufan Center. The U.S.-Iran Memorandum of Understanding, which aimed to restore free flow through the Strait of Hormuz, is being tested by tit-for-tat strikes, indicating ongoing fragility.

Stimson Center (Naysan Rafati). Iran is debating whether to cross the nuclear weapons threshold in response to its increased sense of insecurity, which would complicate efforts to defuse tensions.

What weโ€™ll be watching

Markets, FX, reserves: fmd-data (). News + analyst voices: grounded via Google Search at publish time.