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MARCH 24, 2026 AT 08:50 AM

[ANALYSIS] Day 25: Diplomatic confusion rises; Gulf states are moving closer toward potential direct involvement

Importance
Level 1

WHERE WE STAND:

  • US postponed planned strikes on Iranian energy infrastructure for five days following what Trump described as “very good and productive” discussions.
  • Iran denied any talks took place, calling US claims “fake news” and accusing Washington of market manipulation, according to Iranian state media.
  • Conflicting signals emerged with reports of backchannel messaging via Egypt, Turkey and Pakistan.
  • Hostilities intensified overnight with Iran striking Israel and US Gulf allies, while Israel expanded strikes in Iran and Lebanon.
  • Iranian Foreign Araghchi reportedly informed US envoy Witkoff that Mojtaba Khamenei agreed to negotiations, Al Arabiya reported citing Yedioth Ahronoth.

DIPLOMACY / NEGOTIATIONS

  • Iranian FM Araghchi reportedly informed US envoy Witkoff that Mojtaba Khamenei agreed to negotiations, Al Arabiya reported citing Yedioth Ahronoth.
  • Trump reiterated talks occurred, said Iran “wants to settle”, and confirmed energy strikes were temporarily postponed.
  • Iranian officials denied any talks took place, stating no direct or indirect negotiations have occurred, according to Iranian state media and official statements.
  • Iran claimed US messaging is aimed at lowering oil prices and buying time for military plans, according to Iranian state-linked media.
  • Backchannel communications are reportedly ongoing via Egypt, Turkey and Pakistan, according to Reuters, CBS and Al Jazeera.
  • Iran maintains key conditions of reparations and acknowledgement of US “aggression”.
  • Iranian leadership reiterated war continues until sanctions are lifted and damages compensated, according to state TV.

MIXED REPORTING

  • Washington reportedly set April 9th as a target to end the war, according to Yedioth Ahronoth citing an Israeli official.
  • Trump administration is reportedly exploring regime change scenarios including backing Ghalibaf, POLITICO reported.
  • Reports of Ghalibaf engaging with US officials in Islamabad were dismissed as false, according to reports.
  • US officials are weighing deployment of airborne troops to Iran, the NYT reported.
  • No change in plans to deploy additional forces, with thousands of Marines and sailors continuing toward the region, according to CBS and WSJ.
  • US officials said the Strait of Hormuz contains around a dozen Iranian mines.
  • Iran denied mining is necessary, claiming full control of the Strait, according to an IRGC spokesperson.
  • Iran signalled willingness to offer significant nuclear concessions, according to an Israeli official cited by Channel 12.
  • Iran may agree to freeze its missile programme for five years, Channel 12 reported.
  • Iran continues to reject US deadlines and negotiation conditions, according to Iranian officials.
  • Closure of Hormuz and mining remains on the table in case of escalation, according to Iranian officials.

MILITARY DEVELOPMENTS

  • Iran launched missiles and drones at Israel and US Gulf allies overnight, according to Sky News.
  • Sirens triggered across more than 100 locations in Israel, according to Israeli media.
  • Israel continued strikes in Iran and expanded operations in Lebanon targeting Hezbollah, according to Sky and the IDF.
  • Israeli officials assess missile launches cannot be fully neutralised even with prolonged operations, Ynet reported.
  • Strikes hit gas infrastructure in Isfahan and a pipeline linked to a power station in Khorramshahr, according to Iranian state media.
  • Missile site in Andimeshk was heavily targeted, according to Iranian state media.
  • Kuwait, Bahrain and Saudi Arabia intercepted incoming missiles and drones, according to Sky and local defence ministries.
  • Explosions were reported at a US base in Kuwait, according to regional reports.
  • Rockets were launched from Iraq toward a US base in Syria, marking a new escalation vector, Reuters reported.

ISRAEL

  • Israeli PM Netanyahu ordered continued strikes in Iran and Lebanon, according to Sky News.
  • Israel is concerned the US may pursue an unfavourable deal with Iran, according to Israeli media.
  • Israeli officials assess Iranian missile launches will persist throughout the war, Ynet reported.
  • Israel signalling expanded objectives in Lebanon including potential territorial changes toward the Litani River, Reuters reported.

GULF

  • Gulf states are moving closer toward potential direct involvement alongside the US, WSJ reported.
  • Saudi Arabia intercepted drones while Kuwait and Bahrain activated air defences, according to Sky News and defence ministries.
  • Bahrain circulated a draft UN Security Council resolution on freedom of navigation in Hormuz, the Jerusalem Post reported.