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The Nathan Jun Report · Jun 15, 2026

The Ugliest Part of the Iran Ceasefire Deal that Few Will Talk About

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Nathan Jun · The Nathan Jun Report

[Opinion]

Let me start by stating that Iranian media’s release of the 14-clauses of the ceasefire deal are not confirmed and the Pentagon and administration will 100% deny its credibility. That said, Iran would not have agreed (for the first time) to the terms, publicly, unless they were getting something huge out of it.

Yes my headline is clickbait and the fact that the alleged terms include $24B in frozen assets being released (remember when MAGA lost their mind over $1.7B from Obama in exchange for hostages?) but, in addition, Iran is demanding $300B to repair the infrastructure destroyed by U.S. and Israel.

This would likely be joint-paid by U.S. and Israel but do we actually see a world where Israel is going to give Iran reparation money when the ceasefire agreement includes that Iran can continue to fund resistance groups who openly hate Israel? Doubtful.

All that said, hidden in the ceasefire deal is what has always been a part of Iran’s terms for any ceasefire is the larger and more substantial biggest fuck up of this entire war and one that should go down in history as one of Trump’s biggest foreign policy blunders:

I know this doesn’t seem like a big deal but it is astronomical in the house of cards that is the middle east. Iran has been under sanctions for almost 50 years and just like that, they are free to trade oil again. If you don’t understand macroeconomics let me just elevate how big this is. Wars are no longer really fought with guns and tanks and they are rarely fought with drones even. They are fought with economic sanctions and the fact that the $USD is the global trade currency allows the US to heavily cripple the economies of adversaries.

For decades now, China has been one of the core importers of Iranian oil because they don’t adhere to the economic sanctions of the United States. Now, Iran will be free to trade with anyone in the region which is where the house of cards comes into play.

As you are aware, Saudi Arabia and UAE have been core partners with the United States and they benefit greatly from economic sanctions on Iran because it’s one-less potential oil trade partner they have to worry about. With the UAE leaving OPEC and Iran now potentially being a new trade partner, around 8% of the total global oil trade is no longer part of regulations. I wouldn’t be surprised if Iran joins BRICS.

And when you think about it, the whole purpose if you recall the early days of the war with Iran was to liberate the Iranian people from the Supreme Leader. Well… that didn’t happen. And not only have we lost billions to the war, US soldiers lives, are dealing with spiked gas prices that may not come back to pre-war levels until 2027… we now have just made Iran more economically powerful.

What a complete fucking mess.

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