Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Future

Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Future

June 18, 2026 · 1h 3m

About this episode

Jake Sullivan and Jon Finer discuss the implications of the US-Iran deal and its impact on energy security and regional tensions.

Yesterday, the US and Iran signed a memorandum of understanding starting the clock on a 60-day truce. The agreement intends to halt attacks, begin lifting the US naval blockade, and restore commercial traffic through the Strait of Hormuz. But deep uncertainty remains over how energy will actually flow through the waterway—and over the ultimate fate of Iran's nuclear program. Add to this, an increasingly tense relationship between the US and Israel, which has said it does not consider itself bound by the MOU. And here in the US, political pressure could quickly shift Washington's calculations if the reopening of the Strait yields minimal strategic concessions on Iran's ballistic missiles, nuclear enrichment, and regional proxy networks. So what happens next? How will global energy markets and regional security adjust if this temporary truce collapses? Who ultimately holds the leverage in this next phase of the crisis? To address those and other questions about the ceasefire and the intersection of national and energy security, two people who recently sat at the very center of US foreign policy — Jake Sullivan and Jon Finer — joined Jason Bordoff for a special episode of Columbia…

People in this episode

Host: Jason Bordoff

Guests: Jake Sullivan, Jon Finer

Topics covered

Keywords

Mentioned in this episode

Organizations: US, Iran, Israel, Biden Administration

Places: Strait of Hormuz

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