If we can't ease sanctions in exchange for concessions, what was the point of pressuring Iran?
Seven thoughts about the Iran deal, in no particular order.
First, let's be clear that the package agreed to in Geneva is an interim deal -- a six-month slowdown in Iran's nuclear programs in exchange for a largely temporary easing of sanctions. The Geneva agreement will ultimately be judged on whether the parties can agree to something more comprehensive before it's all said and done. The document does outline some of the parameters of a final deal, but they are general in nature.
Rouhani wanted some early sanctions relief to show that he could bring home the bacon -- I know, that's a terrible analogy for a Muslim country -- to a populace that is economically hurting. The West didn't want to negotiate with the Iranians while they were installing more centrifuges, new centrifuges, and equipment at the Arak nuclear reactor. The deal largely accomplishes both tasks.
Second, the Iranians gave the West pretty much everything one might have asked for -- the Iranians will continue to enrich to less than 5 percent using only existing IR-1 centrifuges and limit manufacturing to replace damaged machines. Iran was never going to make a prostration before the Great Satan like Libya did in 2003, when Qaddafi agreed to give up all his weapons of mass destruction -- especially having seen how that worked out for old Muammar. The restrictions on the Iranian program are, frankly, more than could have been hoped for. Thank you, France. If we can't ease sanctions in exchange for these sorts of concessions, one really must ask what the point of pressuring Iran is.
Third, the usual suspects will complain that we've given away too much in terms of sanctions relief, but there are three things to keep in mind. (1) Much of the sanctions relief is temporary. If the Iranians collapse the deal, there will be plenty of takers for imposing tougher sanctions. (2) It isn't clear to me that the sanctions regime is indefinitely sustainable. The Iranians have had quite a bit of luck challenging sanctions in European courts, and Washington doesn't have quite the same pull in Moscow and Beijing these days. Sanctions have always been a wasting asset. It makes sense to get something for them now. (3) Moreover, if the Iranian economy starts to recover, that might be a good thing. There is a whole field of research into something called "prospect theory" that more or less boils down to a profound insight into the irrationality of human beings: we tend to fear losses more than we value gains, even if they are numerically the same. This is why your favorite basketball team waits too long to trade that promising draft pick who'll never be more than a rotation player. If the Iranian economy starts to recover, that will probably increase the pressure on Rouhani to make a deal, not decrease it.
Fourth, we now know that Deputy Secretary of State Bill Burns was conducting a backchannel negotiation with the Iranians parallel to the formal process. Some French observers have pointed out that the French foreign minister's little temper tantrum stemmed in part from his belief the Iranians had seen the U.S. draft before he did. Well, they had. Suddenly, the past six months look much more interesting. I couldn't figure out why President Obama was so reluctant to use force when Bashar al-Assad brazenly crossed his red line and gassed Syrians. And I was surprised when Damascus suddenly agreed to give up its chemical weapons, just as the Western consensus on doing something about it was falling apart. I suspect historians will conclude that we can't understand the negotiations over Syria's chemical weapons without following the behind-the-scenes negotiations between Burns and Tehran. Not that anyone else cares, but in my own totally personal and utterly irrelevant ranking of U.S. foreign service officers, Bill Burns is making a run at Dick Holbrooke's spot behind Chip Bohlen and George Kennan.
Fifth, a final deal is going to have to include at least some relationship to the broader security environment. If the Iranian regime -- or some of the Klingons within it -- tries to do something like, oh, I don't know, murder the Saudi ambassador, we could be in a lot of trouble. There is also the question of cyber attacks on Iranian facilities and the odd assassination of an Iranian scientist here or there. (Take a look at the website Nuclearenergy.ir and you'll notice the Atomic Energy Organization of Iran is starting to name facilities after martyred scientists.) These factors aren't directly addressed in the text of the agreement, but any final deal will have to include at least a tacit understanding to knock off the rough stuff. It's way too much to ask that a nuclear deal resolve all our security concerns with the Islamic Republic of Iran, but the health of the overall relationship will matter a great deal to the sustainability of partial deals that add up to rapprochement.
Sixth, when we do get around to thinking about a final deal, I hope we'll put a lot less emphasis on this idea of "breakout" -- the Iranians quickly building a bomb before the international community can do anything about it. This seems to be the popular way to think about limiting Iran's program. The notion is helpful, but it isn't the most important factor or a sufficient measure of any agreement. If the Iranians are going to build a bomb, they aren't going to do it using a declared facility to make just one. The supreme leader isn't stupid. If he has a change of heart -- or a heart attack -- a Tehran hell bent for the bomb will dig a tunnel under a mountain and enrich the fissile material there.
What this means is that we should be far more interested in securing access to people and facilities like centrifuge workshops than imposing arbitrary restrictions on the program. (Try this thought experiment: what if Iran announced it was closing all its nuclear facilities but, since it had no nuclear program, had no need of anymore irksome visits from IAEA inspectors? Move along, nothing to inspect here. You wouldn't feel at all good about that brilliant achievement, would you?)
The most important point is that the supreme leader must believe that any decision to exercise his bomb option -- an option he already has, mind you -- will not remain secret for very long. That will reinforce what I am sure is his sincerely held religious aversion to nuclear weapons.
Seventh, there are a number of wild cards in the form of various constituencies that do not want an agreement, including in no particular order: Benjamin Netanyahu, some of President Obama's political opponents in the Republican Party, and the hawks in Iran's parliament. Watching these various constituencies attempt to sabotage negotiations over the next six months will be interesting. Who knows what Netanyahu will do, although Israel's stock market apparently rallied on news of the deal. The text of the agreement actually makes parallel references to "the respective roles of the President and the Congress" and "respective roles of the President and the Majlis (Iranian parliament)," which I suspect is a polite recognition that there are less enlightened political forces back home in both capitals who aren't quite as moved by the mountain air in Geneva to find a peaceful way forward. Senator Inhofe is surely delighted to know that Wendy Sherman thinks he has an Iranian doppelganger in a beard and turban. The parties can do their best to design a deal that cuts out the various hardliners, but I don't think the opponents will take this quietly. A good deal is one that is robust to sabotage.
All in all, the interim agreement is a good deal. The parties have given themselves a six-month window to see if there is some way to impose a verifiable gap between Iran's extant nuclear weapons option and any decision to exercise that option, while easing Iran's isolation and avoiding another war in the Middle East. I can't say I am ever optimistic about negotiations, but this is probably our collected last, best chance. Not bad for government work.
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