U.S.-Iran deal may leave Netanyahu as biggest casualty: analysts

 The biggest casualty of ​the U.S.-Iran deal may not be Israel’s Iran strategy, but the political brand Benjamin Netanyahu spent decades building as the Israeli leader who could uniquely bend Washington to his will on Iran, analysts, former U.S. officials and ‌diplomats say.

Mr. Netanyahu shaped his political identity on an audacious assertion: that he alone could keep the U.S. and Israel in strategic lockstep on Iran. Cultivating ​Republican support, he cast himself as the only Israeli leader capable of influencing successive U.S. presidents and insisted that only sustained military pressure could contain Tehran.

At the height ⁠of his power, he was described by diplomats as the “American whisperer” — the Israeli leader who could pick up the phone and ensure Washington’s strategic calculus aligned with that of Israel. No other Israeli prime minister, they note, addressed Congress as often or built such enduring political capital across the American political system. But analysts say Washington and Tehran’s interim pact to end the war that the U.S. and Israel launched in February shows how ‌that narrative has been reversed. Rather than shaping Washington’s Iran policy, Mr. Netanyahu is now forced to accept it, as U.S. President Donald Trump pursues a settlement that increasingly treats Israeli objections as constraints.

At home, the reckoning is equally stark, said former U.S. official Dennis Ross. Mr. Netanyahu is increasingly boxed in between a U.S. President intent on ending the ‌conflict and a domestic base resistant to concessions, particularly in Lebanon, he said. Withdrawal risks political backlash while escalation risks confrontation with Washington.

The war Mr. Netanyahu hoped would cement his legacy ‌as ⁠the leader who confronted Iran may instead be remembered as the conflict that dismantled a central source of his power. Isolated abroad, constrained by his closest ally and ⁠vulnerable ahead of an autumn election, he now finds the political asset on which he built his career has become his greatest liability.

At the outset of the war with Iran, Mr. Netanyahu promised ultimate victory. He delivered neither the collapse of Iran’s ruling system, nor the defeat of Lebanon’s Hezbollah, nor safe return for residents of northern Israel.

“The U.S.-Iran deal is a decisive blow to Netanyahu,” said Aviv Bushinsky, a former Netanyahu adviser. “Not only did he lose the war with Iran, ​he has also lost Trump as a friend. He is now isolated not only ‌internationally, but locked in a major dispute with Trump,” he said.

Mr. Netanyahu’s office did not respond to a request for comment. In a press conference this month, the Israeli premier described his relationship with Mr. Trump as one between partners who “agree many times and sometimes disagree”. There had been a systematic campaign to diminish Israel’s “huge achievements” against Iran and its proxies, he said.

A White House official said Mr. Trump and Mr. Netanyahu had a strong relationship and that Israel’s military forces had been “incredible partners” in a war that had “decimated the Iranian regime’s military capabilities”. A State Department ‌official said the United States maintains an “iron-clad” commitment to Israel’s security, stressing that “this is not changing.” The official added that Israel retains the right to defend itself, particularly ​against Hezbollah, “a terrorist organisation that threatens its citizens and undermines the Lebanese government,” and cannot be expected to withdraw from Lebanon until that threat is addressed. Normalisation and regional integration remain a top priority for the Trump administration, added the official.

Benjamin Netanyahu | The comeback ‘king’ 

Public rebukes

The disagreement between the U.S. and Israeli leaders, analysts say, extends beyond personal ties ⁠to a growing divergence in goals: Mr. Trump seeks to disengage from another war in West Asia, while Mr. Netanyahu views continued pressure on Iran and its ally Hezbollah as essential to Israel’s security.

Washington has negotiated directly with Tehran, folded Lebanon’s conflict between Israel and Iran-backed Hezbollah into a broader framework, and created mechanisms to manage ceasefire disputes — moves that, according to three regional diplomatic sources, have increasingly sidelined Israel from key ‌decisions.

The country that once viewed Mr. Netanyahu as an indispensable interlocutor is now, the regional sources say, treating him as an obstacle to an agreement it is determined to protect. Mr. Trump has publicly rebuked Israel’s military conduct in Lebanon, while Vice-President J.D. Vance has underscored the conditional nature of the relationship, warning Israeli critics of the deal against “attacking the only powerful ally they have left in the world.”

Two Israeli officials familiar with Mr. Netanyahu’s thinking said he was not concerned that public remarks by Mr. Trump and Vance would translate into meaningful shifts in U.S. policy toward Israel, such as delays in arms deliveries, even if Israel continues military operations in Lebanon.

Mr. Trump has signalled that he is prepared to override Israeli priorities in pursuit of U.S. interests. In a TV interview this month, he said that if he tells Mr. Netanyahu “to do something, he does it”.

Analysis | Benjamin Netanyahu: A Prime Minister always at war  

Loss of Republican safety net

Iran will seek to widen the emerging gap between the U.S. and Israel by portraying any Israeli military action in Lebanon as ‌an attempt to sabotage Trump’s diplomacy, forcing the White House to choose between backing its ally or preserving the deal, said Ali Vaez of the International Crisis Group.

What makes Mr. Netanyahu’s position so precarious, U.S. analysts say, is the loss ​of his safety net.

For years, he cultivated Republican backing, using it as a counterweight to offset tensions with Democratic administrations, and openly denouncing former President Barack Obama’s 2015 Iran nuclear deal from a congressional podium. But Republicans will not break with Mr. Trump for Mr. Netanyahu, they said.

Against this backdrop, the implications of the U.S.-Iran ⁠deal also extend to Netanyahu’s core strategic bets. He staked his political future on two objectives: weakening, if not toppling, Iran’s theocratic leadership and securing normalised relations with Saudi Arabia by expanding the Abraham Accords.

Neither ⁠has materialised. Iranian leaders have emerged from the conflict entrenched, while the Saudi handshake remains out of reach. Across the region, a recalibration is already visible. Countries Mr. Netanyahu once hoped to draw closer — with Saudi Arabia as the crown jewel — are now hedging, slowing normalisation with Israel while cautiously reopening channels with Tehran.

According to Gulf sources, the logic that underpinned ‌the Abraham Accords has been eroded by the Gaza war, the unresolved question of West Bank annexation, and a growing perception that Mr. Netanyahu’s Israel may be more of a liability than an asset in any emerging regional order.

An Iranian official said Mr. Netanyahu’s push to expand the Abraham Accords has been blunted, with several countries now seeking a place in an emerging Iran-aligned framework.

“This ​is not just a victory for Iran. It’s a failure for Netanyahu,” the official said. The Islamic Republic has not just survived — it has emerged as a more influential regional player.

Published – June 25, 2026 12:12 pm IST