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It's Monday, the 27th of April. Welcome to the PDB afternoon bulletin. I'm Mike Baker,
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your eyes and ears on the world stage. Alright, let's get briefed.
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First up, behind the scenes' talks with Iran are reportedly happening. Well, at least
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that's the story as of this moment, and a new proposal could reopen the
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state of Hormuz. Well, or not. But at a potential cost to U.S. leverage, I'll have
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the details. Later in the show, Israel quietly deployed its iron dome system and
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troops to the United Arab Emirates, the UAE, during the Iran War, marking a
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major shift in regional defense cooperation. But first, today's afternoon
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spotlight. While the face-to-face negotiations between the U.S. and Iran failed to
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materialize in Pakistan this weekend, there are reports that behind the scenes diplomacy
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may be alive, and possibly taking a new direction. According to a report from Axios,
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Iran is now floating a proposal that would reopen the state of Hormuz in exchange for
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lifting the U.S. naval blockade. Under this proposal, the ceasefire would be extended,
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possibly even made permanent, and the immediate crisis in the state would be resolved first.
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But the catch is that nuclear negotiations would be postponed until later. Well, that's
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quite the catch, or concession, whatever you want to call it, and it's certainly in line with
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one of the Iranian regime's demands. Now, the U.S. blockade and the pressure on shipping through
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the state of Hormuz represent Washington's primary leverage, and that ongoing economic squeeze
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is the administration's best shot at getting Tehran to meet Washington's demands regarding
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the regime's nuclear program. Analysts estimate that the blockade is costing somewhere in the
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neighborhood of $400 million a day in lost economic activity for Iran, with roughly $150 million
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of that tied directly to oil revenue. Obviously, if that economic pressure is lifted first,
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if oil starts flowing freely again, and the economic squeeze eases, you've effectively given
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up your leverage before the regime makes any concessions on its nuclear program or any other
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demands on Washington's list. It is, frankly, a potential strategy that demonstrates just how keen
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the White House is to make a deal of some sort, in an effort to lower prices at the fuel pumps,
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and keep voters from punishing the White House in the upcoming midterm elections.
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It's also an indication that the Iranian regime believes it has the upper hand,
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as illogical as that may sound. They are betting that U.S. domestic political pressure,
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and the desire from the White House to stabilize the global energy market and
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global economy in general, will Trump, well, so to speak, any long-term objectives regarding
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Iran's nuclear program and support for regional proxies. According to Axios, Iranian
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Foreign Minister Abbas Aragchi told mediators there is no clear consensus inside Iran's leadership
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on how to respond to U.S. demands. That lines up with what we've been tracking here on the PDB,
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signs of internal divisions, competing factions, and a negotiating team that may not fully control
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the outcome. So, this proposal from the regime may be the one thing the various leadership
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factions in Tehran can agree on. After all, reopening the strait in exchange for an extended cease
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fire theoretically eases the economic pressure on the Iranian regime, so that's a win for the
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regime's technocrats, while the hardliners don't have to concede anything for the time being,
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regarding their nuclear program. Meanwhile, the situation on the water continues to tell its own
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story. According to Reuters, shipping traffic through the strait remains sharply reduced.
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Just seven ships passed through in the last 24 hours, that's a fraction of the roughly 140
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daily crossings we saw before the conflict began. So here's the bottom line, this proposal for
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Iran isn't a breakthrough, it's a test. A test of whether the U.S. is willing to trade long-term
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objectives, namely and primarily, incurbing Iran's nuclear ambitions, for short-term stability
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in the strait of Hormuz, and a return to normalcy in the energy markets.
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Alright, coming up next, a first of its kind move, as Israel deploys its iron dome system
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and troops to the UAE during the Iran conflict. I'll be right back.
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Welcome back to the PDB afternoon bulletin. In the early days of the conflict, as Iran's
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attacks intensified across the Gulf, one critical piece of the response never made headlines.
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The United Arab Emirates, the UAE, took the brunt of those strikes, and Israel stepped in with an
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unprecedented move, deploying its iron dome system abroad. That operation is only now coming into
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focus, with Axios reporting that American and Israeli officials confirm that the system was
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deployed in the Abu Dhabi area, even as the exact installation date remains unclear.
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Now, this wasn't just some handoff. Israel sent several dozen of its own troops to operate the
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system on Emirati soil. This came after a direct call between Israeli Prime Minister Netanyahu
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and UAE President Mohammed bin Zayed. For the first time, Israel didn't just keep its most
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advanced missile defense system at home, Jerusalem sent it abroad, and not just anywhere,
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but to the aid of a Gulf Arab state. In fact, this was the first time the system had ever been used
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operationally outside of Israel or the US. So when we talk about shifting alliances in the
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Middle East, well, this is what that looks like in practice. Now to understand why this happened,
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we have to look back at what the Iranian regime was doing at the time. From the start of the war
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on the 28th of February through the ceasefire, Iran launched a sustained barrage against Gulf states,
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and the UAE absorbed roughly 550 ballistic missile and cruise missile strikes, more than 2200 drones
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and dozens of additional strikes. That made the UAE the most heavily targeted country in the conflict,
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even more than Israel, and critically more than 90% of those strikes from Iran targeted civilian
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infrastructure. This was Iran going after population centers, economic targets, and critical
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infrastructure, trying to overwhelm the system and inflict real damage on a close US partner.
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And that's the point when the UAE sought help from its allies, and Israel responded. Netanyahu
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ordered the deployment of the Iron Dome battery, complete with interceptors and IDF operators.
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Once in place, that system intercepted dozens of incoming threats according to Israeli officials
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helping blunt the scale of Iran's attacks. Now let's step back just for a second.
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Israeli troops operating inside the UAE, defending it from Iranian attacks, all would have been
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politically unthinkable just a few years ago. But Iran's actions coupled with the 2020 Abraham
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Accords, which laid the groundwork for normalization between the two governments, well, changed the
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equation. UAE officials say the experience reshaped how they see their alliances. In practical terms,
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anyone helping defend the country from Iran is viewed positively by the Emirati public.
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And at the leadership level, the message was even clearer. A senior Emirati official described
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the moment as, quote, a real eye-opening experience that revealed who their, quote, real friends are
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when it actually matters. And when it came to Israel on the US, the message from Abu Dhabi was,
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quote, we are not going to forget it. Of course, it's not without risk, inside the Jewish state,
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there are simmering tensions and questions of sending a high-demand defensive system abroad
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while the country itself is under attack. In the Gulf, the presence of Israeli forces, even
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temporarily, does carry political sensitivity. But the takeaway is this. The shared threat from Iran
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is reshaping regional cooperation in a very real way. And that, my friends, is the PDB afternoon
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bulletin from Monday, the 27th of April. Now, if you have any questions or comments and I hope
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you do, please reach out to me at PDB at thefirsttv.com. And if you'd like to have an ad-free PDB
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experience, well, you can do that. It's very simple. Just become a premium member of the
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President's Daily Brief by visiting PDBpremium.com. I'm Mike Baker and I'll be back tomorrow.
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Until then, stay informed, stay safe, stay cool.
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