In short
The episode argues that Donald Trump “surrendered” to Iran by reopening the Strait of Hormuz on terms that give Iran control, including routing, tolls, and IRGC Navy coordination, while also allegedly considering a $20B deal tied to uranium enrichment limits.
Guest backgrounds
No guests are identified in the transcript. It references commentators/analysts and media reports, including Ron Filipkowski (editor-in-chief), Barack Ravid (Axios), and Danny Citrinitz (Israeli regional foreign policy analyst).
Key claims
Iran reopened the strait only for commercial vessels via Iranian-designated routes; military ships and hostile-linked cargo are excluded; transits require IRGC permission; Iran can close the route if the blockade continues; any uranium deal would be weaker than the JCPOA due to “voluntary” compliance.
Notable examples
Iran’s foreign minister Aragji’s post; Tasnim/Fars conditions; Iranian social media calling it the “Strait of Iran”; claims that Trump’s “reopened” announcement contradicts prior closure during bombing/ceasefire dynamics.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOTrump's Surrender to Iran Explained
1:28 to 2:16
Analysis of Trump's recent decisions regarding Iran and the Strait of Hormuz.
“Donald Trump just fully surrendered to Iran, giving Iran full control over the Strait of Hormuz, recognizing Iran's ability to coordinate all maritime traffic, all the traffic of tankers through the Strait of Hormuz.”
Iran's Control Over the Strait of Hormuz
2:16 to 4:32
Explaining Iran's strategic control over maritime routes and the implications.
“In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire.”
The Consequences of Trump's Deal
4:32 to 5:36
Discussing the potential fallout from the new agreements with Iran.
“It would be under Iran's full control for voluntary compliance.”
Iran's Terms for the Strait
5:36 to 6:40
Understanding the conditions set by Iran for ships passing through the Strait.
“Donald Trump then also says, Iran has agreed to never close the Strait of Hormuz again.”
Analysis of the U.S.-Iran Relations
6:40 to 12:54
Insights into the strategic positions and future negotiations involving Iran.
“massive bombing campaign, killing their leaders and schoolchildren.”
Iran's Strategic Position in the Strait
14:01 to 14:36
Learn how Iran maintains leverage over the Strait of Hormuz and its implications.
“The takeaway from this episode is clear.”
Trump's Missteps in Foreign Relations
14:37 to 15:14
Explore Donald Trump's approach to foreign relations and its consequences for U.S. investments.
“But strategically, it reinforced its core message.”
JCPOA and Its Fallout
15:15 to 16:00
Understand the implications of the JCPOA and how it could have prevented current tensions.
“And then, of course, Donald Trump uses the opportunity to take a shot at NATO.”
Critique of Trump's Iran Deal
16:01 to 17:15
Analyze the criticisms surrounding Trump's Iran deal and the perception of capitulation.
“And remember the Trump regimes and MAGA's big thing about Obama, you gave$1.7 billion to Iran in cash on airplanes.”
Reactions from the Oil Industry
17:16 to 18:18
Hear insights from the oil industry on the situation in the Strait of Hormuz and its economic impact.
“What are oil execs and oil industry people saying right now about the strait?”
Show all 11 chapters
Listener Engagement and Feedback
18:19 to 18:38
Discover how the host interacts with the audience and invites feedback on controversial topics.
“but I share my opinion at the end of this video.”
Transcript
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1:28Ben Meiselas:Donald Trump just fully surrendered to Iran, giving Iran full control over the Strait of Hormuz, recognizing Iran's ability to coordinate all maritime traffic, all the traffic of tankers through the Strait of Hormuz. and it's unclear Donald Trump even knows the deal that he just agreed to because Donald Trump is now posting, we've reopened the Strait of Hormuz. The biggest deal has been made. What's going to happen with the failing New York Times and this news company? How could they criticize me now? Donald, you may want to look at the details of a deal that you just agreed to, or maybe you know those terms, and once again, you are manipulating the market.
2:15Ben Meiselas:So earlier this morning, the foreign minister of Iran, Aragji, posted the following message. In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire. On the coordinated route as already announced by ports and maritime organizations of the Islamic Republic of Iran. Now, the key words in this post and this announcement is on the coordinated route as already announced by ports and maritime organization. That's the route that goes right by the Iranian coast so that Iran fully controls the strait, that Iran can charge tolls, that this is all under the coordination of Iran and the Islamic Revolutionary Guard Corps.
3:12Ben Meiselas:Now, the fact that Donald Trump would even spike the football that the Strait of Hormuz is open when it was opened prior to Donald Trump launching this unlawful and catastrophic war already shows you what a loser Donald Trump is. But not only is the Strait of Hormuz not open, it is now fully in the control of the Islamic Republic, as announced by this social media post right here. What is Donald Trump posting? Well, Trump is now calling it the Strait of Iran. And by the way, Iranian social media accounts are mocking Donald Trump for calling it the Strait of Iran. Donald Trump's post in all caps moments ago was, Iran has just announced that the Strait of Iran is fully open and ready for full passage.
4:02Ben Meiselas:Thank you. Then Donald Trump posts, the Strait of Hormuz is completely open and ready for business and full passage. But the naval blockade, he's saying the U.S. naval blockade of the Persian Gulf will remain in full force and effect as it pertains to Iran only until such time as our transaction with Iran is 100 percent complete. This process should go very quickly in that most of the points are already negotiated. Thank you for your attention to this matter, Donald J. Trump. Now, Barack Ravid, who the Trump regime leaks all of their information to, Axios is reporting that the United States is thinking about giving Iran$20 billion in exchange for Iran voluntarily agreeing to stop enriching uranium to weapons grade.
4:55Ben Meiselas:It would be voluntary. It would be under Iran's full control for voluntary compliance. Iran would make voluntary disclosures that it is not enriching the uranium to weapons grade. But I just want you to think about how much weaker that deal would be than what former President Obama negotiated over a decade ago. It went from a multilateral agreement with real controls to ensure there was no weapons grade uranium enrichment to now voluntary disclosures by Iran. And now Iran controls the Strait of Hormuz through a coordinated path that Iran controls. Donald Trump then also says, Iran has agreed to never close the Strait of Hormuz again.
5:41Ben Meiselas:It will no longer be used as a weapon against the world. Donald J. Trump, and it wasn't before you started the unlawful, catastrophic war with Netanyahu against Iran to begin with. As we posted on the Midas Touch accounts, He got the strait closed, disrupted the entire global economy, exploded gas prices, wrecked our alliances, killed thousands of innocent people, including young girls at a school, depleted American missile stockpiles, degraded our Middle East military bases, and destroyed America's global standing, only to get the strait reopened on Iran's terms and potentially give them$20 billion.
6:27Ben Meiselas:The art of the deal, Donald, our editor in chief, Ron Filipkowski goes, nobody declares victory after losses more often and as loudly as Donald Trump. Filipkowski also writes, they only closed the strait when Trump and Israel started a massive bombing campaign, killing their leaders and schoolchildren. It's also interesting that we can now apparently take them at their word on this because Iran says we won't enrich uranium. We got to trust the Iranians. Iran says that we won't ever close the Strait of Hormuz again. Yeah, let's just trust the Iranians. That's what Donald Trump's position is right now.
7:08Ben Meiselas:And for all of the Lindsey Grahams and the Jesse Waters and all these people, We will control the Strait of Hormuz. It's quite literally under the control of the Iranians right now. Ann Coulter, right-wing commentator, says the following, yay, the Strait of Hormuz was open before we began bombing Iran. It's open again. Everybody pretend this is a huge victory for Trump, so he'll end this catastrophe. Now, the Iranian social media accounts are saying the following, Bad mood, straight of Trump. Normal mood, straight of Hormuz. Good mood, straight of Iran. Now, Tasnim, one of Iran's state-run media organizations, says the following, here are Iran's conditions for ships passing through the Strait of Hormuz.
7:54Ben Meiselas:Only commercial vessels are permitted. No military ships or cargo linked to hostile countries. ships must use routes designated by Iran. All transit must be coordinated with Iranian authorities and the Strait of Hormuz transits will require Iranian Revolutionary Guard Corps permission on a tanker by tanker basis. You show up with the tanker, you go right by the Iranian coast, the Iranian Revolutionary Guards right there. They ask you questions. If you pass their test, then you can go through. That is what Donald Trump has agreed to. You remember last week when Donald Trump was like, I agreed to the 10 point framework of Iran.
8:39Ben Meiselas:And then he pretended, oh, I didn't agree to the 10 point framework. Once again, you've just agreed to these terms and I'm just explaining to you what the terms are. There's not a dispute that the terms that Trump agreed to are this. Now, Trump will try to say that's not what it is, but it is. I mean, that's just like this is public information and we need to just deal with the reality. Iranian officials are also telling one of their other state media organizations Fars the following. If Trump's maritime blockade continues, it will be considered a violation of the ceasefire and the Strait of Hormuz transit route will be closed.
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10:43Ben Meiselas:a social media account that's very close to MB Galibov, Iran's parliament leader and the lead negotiator in these discussions between Pakistan as the mediator and the United States. This account very close to Galibov says the following, the announcement of the opening of the Strait of Hormuz has been made under completely specific conditions and in full coordination with the forces responsible for the matter, and it will practically be highly limited. This passage, which is contingent on the continued implementation of the ceasefire conditions, will have three conditions. First, the passage will take place along the route designated by Iran.
11:24Ben Meiselas:Entry into the strait will be from the north of the Larik Island, and exit from the strait will be from the south of Larik. And in this way, the Strait of Hormuz will be fully transfer to Iran's territorial waters. This is a historic, unprecedented, and enduring change in the Persian Gulf, ensuring Iran's sovereignty over the strait forever. In this manner, Iran is in fact carrying out an unprecedented rerouting of operation in the strait. The second condition, which is also mentioned in the foreign minister's tweet, is that only commercial ships will have the right to pass through the strait.
11:59Ben Meiselas:The right to pass through the strait, the determination of which ships are commercial will be up to Iran, and this will naturally exclude any vessels with connections to the enemy, thus making the passage practically limited by Iran's determination and not free. Passing commercial vessels will also be required to pay Iran tolls for the security provision. The third condition is that the passage will be carried out in coordination with Iran's forces responsible for navigation in the strait, namely the Iranian Revolutionary Guard Corps Navy. Considering all these conditions together, passage through the strait will be limited, subject to toll payments and managed by Iran.
12:41Ben Meiselas:And this is precisely what Iran has been pursuing since the beginning of the war and is now imposing on the United States of America, imposing terms of surrender. So I don't want to hear this ridiculous propaganda that acts like this is a major victory for the United States when it is not. It is a loss. It is a major loss for the United States. It is the worst deal, perhaps, in American history. You have Danny Citrinitz, who was an Israeli foreign policy analyst for this specific region, for Iran and for the Middle East. Here's what he describes. And as our editor-in-chief, Ron Filipkowski, writes about his description.
13:25Ben Meiselas:So over a month of bombings, lives lost, global economy disrupted, billions in taxpayer dollars gone, alliances weakened, depleted stockpiles for this. Here's what he says. I'm concerned that in this round, Iran came out with the upper hand. It demonstrated not only its ability to threaten the Strait of Hormuz, which it effectively controls, but also its willingness to keep it closed until conditions align with its interests while refusing to yield to U.S. demands. Only after pressure from Trump on the Israeli prime minister and the subsequent ceasefire in Lebanon was the strait reopened in line with the commitments tied to that agreement.
14:05Ben Meiselas:The takeaway from this episode is clear. Iran not only holds leverage over the strait, but any future arrangements with Tehran will have to be credibly enforced. Otherwise, the Hormuz card can and likely will once again be played. Iran is not entering the next round from a position of weakness. From Tehran's perspective, it may have made tactical concessions since it is clear that even any closure of the strait in the coming weeks, given the volume of tanker traffic, would inflict significant pain on global markets. But strategically, it reinforced its core message. It sets the terms in this arena and will not accept dictates in this way from outside powers.
14:48Ben Meiselas:And if Israel were to violate the ceasefire, the strait would likely be closed again. And Donald Trump's out there now saying, thank you, Saudi Arabia, UAE and Qatar for your great bravery and help. You want to know what they're thinking? You just allowed Iran to control the Strait of Hormuz, you idiot. Good luck with us investing in more American private equity, real estate, treasuries. Good luck there, Donald. And then, of course, Donald Trump uses the opportunity to take a shot at NATO. Now that the Hormuz situation is over, I received a call from NATO. He did, and he's just making this up, asking if we would need some help.
15:29Ben Meiselas:I told them, stay away unless they just want to load up their ships with oil. They were just as useless when we needed them as a paper tiger. DJT. Other commentators are pointing out that if Donald Trump just left the JCPOA that Obama negotiated, the Strait of Hormuz would actually be open. Not what's happening right now, not under the control of Iran. And there would actually be multilateral mechanisms to ensure Iran was not enriching uranium to weapons grade. and not having now a voluntary system of, trust me, bro. And remember the Trump regimes and MAGA's big thing about Obama, you gave$1.7 billion to Iran in cash on airplanes.
16:15Ben Meiselas:Well, that didn't actually happen. What did happen is dating back before the Iranian revolution, there were disagreements regarding whether the United States was obligated to fund certain obligations or not. In connection with the JCPOA, a settlement was reached through international tribunals to pay a resolution that predated the Iranian revolution. And because there were sanctions on Iran, by the way, a lot of which the Trump regime has removed, American dollars had to be converted into other currency to make that settlement payment back then. But already, based on lifting sanctions of Iranian oil and what's now being contemplated by the Trump regime, giving$20 billion in cash to Iran for a voluntary mechanism where Iran says, trust me, bro, we're not going to enrich uranium.
17:08Ben Meiselas:Donald Trump has done the worst deal, as I've said in history, that can only be interpreted as a full surrender. What are people in the crude industry saying? What are oil execs and oil industry people saying right now about the strait? So here's what one account that covers this in detail says, guys, if the precondition is cooperation with the IRGC and Iranian authorities and transiting only through Iranian designated lanes, that's not a reopening in any real sense. The ship owners I've been in contact with say they're going to wait and see. I expect to see a partial recovery in traffic, but of course it will be limited too.
17:51Ben Meiselas:So now you have all the data and all the information to truly understand what this is about. Now, knowing it, you may say, I like that. Thankfully, this is done. Iran controls it. This is all good. You may say, Donald, this is a great victory. I don't think that. I think it's the biggest loss. I think it's capitulation, surrender, and I think that Trump and Netanyahu's war crimes need to be held accountable in The Hague. That's my opinion. but I share my opinion at the end of this video. I don't load my opinion. I go fact, fact, fact. And this is why I come to this opinion. Feel free to disagree with me.
18:29Ben Meiselas:Tell me what you think in the comments. I read all of your comments, by the way. So please leave a comment below. Thanks for watching. Hit subscribe. We appreciate you as always. Want to stay plugged in? Become a subscriber to our sub stack at MidasPlus.com. You'll get daily recaps from Ron Filipkowski, ad-free episodes of our podcast, and more exclusive content only available at MidasPlus.com.
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From the publisher
MeidasTouch host Ben Meiselas reports on Donald Trump surrendering to Iran and giving them a deal where the IRGC will control the Strait or Hormuz and charge tolls forever.
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