US Intelligence Says Military Action Unlikely to Change Iran’s Negotiating Position

This screen grab from handout video footage released by the US Central Command (CENTCOM) shows what the US military says is the latest wave of precision strikes on strategic Iranian military sites. (CENTCOM/AFP)
This screen grab from handout video footage released by the US Central Command (CENTCOM) shows what the US military says is the latest wave of precision strikes on strategic Iranian military sites. (CENTCOM/AFP)
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US Intelligence Says Military Action Unlikely to Change Iran’s Negotiating Position

This screen grab from handout video footage released by the US Central Command (CENTCOM) shows what the US military says is the latest wave of precision strikes on strategic Iranian military sites. (CENTCOM/AFP)
This screen grab from handout video footage released by the US Central Command (CENTCOM) shows what the US military says is the latest wave of precision strikes on strategic Iranian military sites. (CENTCOM/AFP)

Iran’s government is unlikely to soften its negotiating position as a result of the ongoing US military strikes, according to a new intelligence assessment described by current and former US officials.

Analysts at US spy agencies have also concluded that Tehran and Washington are, for now, stuck in an indefinite limbo between peace and war, the officials told The Washington Post — an uneasy dynamic given the increasingly deadly nature of the tit-for-tat hostilities between the two nations.

The current and former officials spoke on the condition of anonymity to describe the assessments because of their sensitivity.

The findings, which have been briefed to the US administration, appear to underscore the dilemma President Donald Trump faces in a war that he and Israeli Prime Minister Benjamin Netanyahu began in late February.

Trump’s current course of ever-expanding attacks appears to have led to a stalemate. But with the war deeply unpopular at home, continuing escalation by the US, such as the possible introduction of ground troops, poses political risks for the president with no guarantee of military success.

With the prospect of a wider war erupting again, both Iran and the US signaled they were open to fresh negotiations, although no progress was reported.

Secretary of State Marco Rubio said the US remains open to a diplomatic solution in Iran and that parts of Iran’s government are also open to it, but hardliners have gotten in the way.

“They continue to send signals that they want to talk, that they want to negotiate but their behavior is what we’re responding to and their behavior is they’re launching missiles and drones at ships, including tonight,” Rubio told reporters Sunday evening as he departed for the Philippines.

The latest intelligence report was written primarily by the CIA, where analysts have underscored the Tehran regime’s staying power despite the loss of many of its top leaders and much of its military hardware to US and Israeli attacks.

In May, a CIA analysis concluded that Iran could survive a US naval blockade for at least three to four months before facing more severe economic hardship.

Intelligence assessments like those on Iran are not intended to be concrete predictions of the future, current and former intelligence officials said. Rather, they are a snapshot of current and likely future trends based on all available classified intelligence, including human espionage and technical collection, as well as open-source material.

Jonathan Panikoff, former deputy US national intelligence officer for the Near East, said that the Trump administration appears to believe that if it keeps hitting Iran harder militarily, Tehran eventually will become more flexible.

“That assessment is almost certainly incorrect,” said Panikoff, senior director at the Atlantic Council think tank.

Iran’s government has repeatedly shown that its number one priority is survival of the regime, and that it is willing to suffer blows despite the harm to its people and economy, he said.

“I’m struggling, because I don’t think there’s a lot of great options for the United States,” Panikoff said, adding that he is skeptical Trump would launch a ground invasion.

“You’ll continue to see significant flare-ups in this conflict,” he said, followed by periods of calm and then renewed fighting.

Inside Iran, US officials say they increasingly see tensions within the Tehran government between those Washington considers pragmatists and those seen as hardliners in the Revolutionary Guard Corps and elsewhere whose power has grown.

Rubio said the US has heard directly from Iranians in government that they support a diplomatic agreement, but he acknowledged “there’s a tension” with hardliners who seem to oppose it.



EU to Host Talks on Ukraine with United States and Others on Wednesday

 Ukrainian rescuers clear rubble from a destroyed residential building following an air attack in Dnipro on November 3, 2026, amid the Russian invasion of Ukraine. (AFP)
Ukrainian rescuers clear rubble from a destroyed residential building following an air attack in Dnipro on November 3, 2026, amid the Russian invasion of Ukraine. (AFP)
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EU to Host Talks on Ukraine with United States and Others on Wednesday

 Ukrainian rescuers clear rubble from a destroyed residential building following an air attack in Dnipro on November 3, 2026, amid the Russian invasion of Ukraine. (AFP)
Ukrainian rescuers clear rubble from a destroyed residential building following an air attack in Dnipro on November 3, 2026, amid the Russian invasion of Ukraine. (AFP)

The European Commission will host a meeting on Ukraine on Wednesday with representatives of the United States, Ukraine, NATO and European allies, the European Union's executive body said on Tuesday.

"So tomorrow the European Commission will host a meeting with representatives from Ukraine, from the United ‌States, France, Germany, the ‌UK, NATO and the ‌World ⁠Bank and this meeting ⁠will build on earlier talks that took place in Miami," Commission spokeswoman Paula Pinho told reporters in Brussels.

The delegations will discuss a "prosperity plan" and security guarantees for Ukraine, a ⁠source familiar with the plans told ‌Reuters.

US envoy ‌Steve Witkoff had said earlier that the ‌meeting would take place in Brussels.

NATO ‌will host further talks on Thursday, according to Allison Hart, a spokesperson for the military alliance.

She said representatives from France, ‌Germany, Britain and the United States would "discuss the way forward on ⁠bringing about ⁠a just and sustainable end to the war in Ukraine".

The United States will then bring together delegations from Ukraine and Russia in Abu Dhabi on November 10-11 to discuss ending Moscow's war in Ukraine, post-war security agreements and de-escalation, Witkoff said earlier in a post on social media platform X.


Israeli Opposition Bloc Gathers to See How to Oust Netanyahu

Former military chief Gadi Eisenkot, leader of the Yashar party, speaks following the exit poll at his party headquarters, on the evening of Israel's national election, in Tel Aviv, Israel October 28, 2026. (Reuters)
Former military chief Gadi Eisenkot, leader of the Yashar party, speaks following the exit poll at his party headquarters, on the evening of Israel's national election, in Tel Aviv, Israel October 28, 2026. (Reuters)
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Israeli Opposition Bloc Gathers to See How to Oust Netanyahu

Former military chief Gadi Eisenkot, leader of the Yashar party, speaks following the exit poll at his party headquarters, on the evening of Israel's national election, in Tel Aviv, Israel October 28, 2026. (Reuters)
Former military chief Gadi Eisenkot, leader of the Yashar party, speaks following the exit poll at his party headquarters, on the evening of Israel's national election, in Tel Aviv, Israel October 28, 2026. (Reuters)

The Israeli opposition bloc led by Gadi Eisenkot gathered on Tuesday for the first time since elections as they strategize how to oust Prime Minister Benjamin Netanyahu, with divisions on whether to ally with Arab lawmakers.

Opposition party heads gathered in Herzliya, the tech industry hub north of Tel Aviv where former military chief Eisenkot lives, a week after the election produced an inconclusive result.

Yair Lapid, a centrist former prime minister who headed the opposition in the outgoing parliament, said as he entered that Netanyahu was backing an "extreme and dangerous attempt to invalidate the elections".

"What we need to do now is go and form a government, because the conduct of recent days is just a reminder that we must remove Netanyahu and his people from the Prime Minister's Office," Lapid told reporters.

"They have already caused enough damage to the State of Israel and to the people of Israel," he said.

Netanyahu and his allies have repeatedly alleged major fraud or malfeasance by Arab-majority parties which made historic gains last week, winning 19 seats in the 120-member parliament on the back of anger over the hard-right government's rhetoric towards Arab citizens of Israel.

No side won a majority. Eisenkot's diverse opposition bloc won 48 seats while Netanyahu's camp secured 53, of which 27 are from his Likud party.

The Arab parties could bring Eisenkot to a majority but the opposition is divided on whether to ally with them, and Arab politicians did not join the talks in Herzliya.

Despite their diverging views on various issues, including the role of Arab lawmakers, all the party leaders in Eisenkot's bloc have said they would back him to form the next government.

Public opinion polls conducted before the election showed that Jewish Israeli opposition supporters are divided over including Arab parties in government while right-wing Israelis are adamantly opposed.

- 'Political reality' -

Yousef Jabareen, the head of the largest Arab-majority party in the next parliament, told AFP that the opposition needed to accept "political reality" and team up to remove Netanyahu.

Arab-Israelis are descendants of Palestinians who remained after Israel's creation in 1948 and account for around 20 percent of the population today.

On the campaign trail, most of the main Jewish opposition parties rejected partnering with the Arab-majority lists citing a lack of common values, particularly around security and national identity.

The notable exception was Yair Golan, head of the left-wing party The Democrats, who said it was racist to exclude working with the Arab minority.

Netanyahu spent the campaign painting Arab parties as untrustworthy and stoking fears of a Palestinian state.

Avigdor Liberman, a right-wing member of Eisenkot's bloc who heads the Yisrael Beiteinu party, on Tuesday stressed that another election must be avoided but said that the Arab lists should not be included in the government.

"Given the political situation that has emerged, there is enough room to maneuver, and with proper navigation it is possible to quickly establish a functioning and stable government without Raam and the Joint List," he wrote on X, referring to the two Arab-majority lists.

On Monday, Netanyahu called for a "broad national government" without the Arab parties and said that as his Likud was the largest single party, he should lead the next coalition.

No opposition leader has voiced any openness to a unity government with Netanyahu, Israel's longest-serving prime minister, pointing to his divisiveness, the corruption charges against him and his failure to prevent the October 7, 2023 attack by Hamas.

"We seek to establish a broad government with our partners and with any party that wishes to join and does not support terrorism," Netanyahu said in a Telegram post.

He ruled out a coalition with Arab-majority lists, alleging that the parties "support terrorism and deny the existence of the Jewish state".

Leaders of Arab-Israeli parties have unanimously condemned the October 7 attack by Hamas without describing the Palestinian movement as a terror group.

Although the leader of the Raam party has recognized Israel as a "Jewish state", other leaders have rejected that definition.


Qatar Says Remains ‘Hopeful’ of a US-Iran Deal

Vessels at the Strait of Hormuz, as seen from Musandam, Oman, November 3, 2026. (Reuters)
Vessels at the Strait of Hormuz, as seen from Musandam, Oman, November 3, 2026. (Reuters)
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Qatar Says Remains ‘Hopeful’ of a US-Iran Deal

Vessels at the Strait of Hormuz, as seen from Musandam, Oman, November 3, 2026. (Reuters)
Vessels at the Strait of Hormuz, as seen from Musandam, Oman, November 3, 2026. (Reuters)

Qatar said on Tuesday it remained hopeful that an interim deal could be reached between the United States and Iran as both sides review proposals put forward by mediators including Doha.

In recent days, diplomatic efforts have been underway to prevent renewed fighting after the United States threatened major new strikes -- though US President Donald Trump signaled diplomatic progress with Iran.

Early on Tuesday, US media reported that Washington had launched limited strikes on an Iranian island in the Strait of Hormuz as Iranian media reported five explosions in quick succession.

"Both parties remain committed to the negotiation process; as we mentioned, we are facilitating the real-time exchange of proposals between them," foreign ministry spokesman Majed Al Ansari told reporters.

Both sides "are currently reviewing the ideas and proposals we have presented," he added.

"We remain hopeful that there is still a chance for a deal to take place," he said, adding Doha was working "towards an interim deal".

On Monday, Iranian Foreign Minister Abbas Araghchi said that "very intensive" talks were underway with the United States via mediators.

That same day Qatari negotiators returned to Doha after a meeting in Tehran that lasted more than three hours, Al Ansari said.

He warned that any escalation could complicate the talks.

The US and Israel increased their threats towards Iran in the run-up to the midterms and last week's general elections in Israel, where Prime Minister Benjamin Netanyahu failed to secure a majority.