Kinda wild seeing Nawfal completely flip tone today. He spent weeks talking like some truce was right around the corner, now suddenly he’s posting that the Gulf situation looks like “permanent war” territory after the Saudi airspace stuff.
People in the replies noticed it fast because he was sounding way more hopeful before this.
Mario Nawfal
@MarioNawfal
UPDATE: I NO LONGER STAND WITH THIS STATEMENTI know I’ve been saying the war is over since Trump made the threats to ‘wipe out Iran’s civilization’, and doubled down since as it became obvious Trump wanted to walk away
But things have changed.
The Iranian demands have gone from reasonable, to almost impossible for Trump to accept
If the latest reports from Iran are true, Iran wants to:
– Not concede on their ballistic missile program and proxy network (fair, expected)
– Control the Strait of Hormuz and charge a fee, as well as ban some countries (maximalist, but workable)
– According to Bloomberg: Reparations (This is impossible for Trump to accept)
– Unfreezing of assets and lifting of sanctions BEFORE any negotiations on nuclear program (That’s according to Iran’s Fars. If true, that would be a deal breaker, as logically the lifting of sanctions was always a concession linked to the nuclear program, similar to the JCPOA)
If the above reports are true, then the likelihood of war is even higher than 50%. However it’s impossible to know what Iran’s actual stance is, and which “conditions” are throw away terms.
Either way, things are not looking good at all.
UPDATE: I NO LONGER STAND WITH THIS STATEMENT
I know I've been saying the war is over since Trump made the threats to 'wipe out Iran's civilization', and doubled down since as it became obvious Trump wanted to walk away
But things have changed.
The Iranian demands have gone… https://t.co/3kK9X9tuIQ
— Mario Nawfal (@MarioNawfal) May 11, 2026
NEW: Trump is "inclined" to order the resumption of military operations against Iran any moment now, with the goal of "forcing concessions." Last Saturday, the US was one step away from resuming strikes before Trump's inner circle convinced him to cancel the attack "at the last…
— The Hormuz Letter (@HormuzLetter) May 11, 2026
Trump just broke the record for the largest weekly release ever from the U.S. Strategic Petroleum Reserve — even bigger than Biden’s after Russia invaded Ukraine. At this rate, we’re on pace to run out by September.
— Mike Nellis (@MikeNellis) May 11, 2026
🚨 REPORTER: You're saying Iran agreed to remove all enriched uranium?
PRESIDENT TRUMP: Yeah. They did 2 DAYS AGO. We were gonna go with them. But they changed their mind! They didn't put it in the paper.
"They agree with us, then they take it back!"
"So when they sent us this… pic.twitter.com/phznSGJ6rL
— Eric Daugherty (@EricLDaugh) May 11, 2026
MARCO RUBIO: “The goal of the war in Iran is now to return it to how it was before Trump started the war.”
Unreal. pic.twitter.com/biX43kiTcy
— Stew Peters (@realstewpeters) May 11, 2026