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Analysis-US-Iran deal may leave Netanyahu as biggest casualty

Published by Global Banking & Finance Review

Posted on June 24, 2026

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· Last updated: June 24, 2026

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How the US-Iran Deal Leaves Netanyahu's Political Influence at Risk

The Impact of the US-Iran Deal on Netanyahu's Political Standing

By Samia Nakhoul

BEIRUT, June 24 (Reuters) - The biggest casualty of the U.S.-Iran deal may not be Israel's Iran strategy, but the political brand Benjamin Netanyahu spent decades constructing as the Israeli leader who could uniquely bend Washington to his will on Iran, analysts, former U.S. officials and diplomats say.

Netanyahu's Political Identity and Relationship with Washington

Netanyahu built 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.

The Shift in US-Israel Dynamics

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, Netanyahu is now forced to accept it, as U.S. President Donald Trump pursues a settlement that increasingly treats Israeli objections as constraints.

Domestic Political Challenges for Netanyahu

At home, the reckoning is equally stark, said former U.S. official Dennis Ross. 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 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.

Netanyahu's Promises and the Reality

At the outset of the war with Iran, 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.

Netanyahu's office did not respond to a request for comment. In a press conference this month, the Israeli premier described his relationship with 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 Trump and 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".

Public Rebukes and Shifting Alliances

PUBLIC REBUKES

Divergence in US-Israel Goals

The disagreement between the U.S. and Israeli leaders, analysts say, extends beyond personal ties to a growing divergence in goals: Trump seeks to disengage from another Middle East war, while 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 Netanyahu as an indispensable interlocutor is now, the regional sources say, treating him as an obstacle to an agreement it is determined to protect.

Trump has publicly rebuked Israel’s military conduct in Lebanon, while Vice President JD 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.”

Netanyahu's Response to US Pressure

Two Israeli officials familiar with Netanyahu’s thinking said he was not concerned that public remarks by 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.

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 Netanyahu “to do something, he does it".

The Loss of Republican Support

LOSS OF REPUBLICAN SAFETY NET

Iran's Strategy and Netanyahu's Precarious Position

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

Republican Backing and Changing Dynamics

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 Trump for Netanyahu, they said.

Strategic Implications for Netanyahu's Future

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 entrench

Key Takeaways

  • Netanyahu’s reputation as uniquely able to sway U.S. policy—once described as the “American whisperer”—is now severely weakened by the U.S.–Iran deal that sidelines Israeli input (lemonde.fr).
  • The interim agreement grants Iran significant concessions—including reopening the Strait of Hormuz, lifting sanctions, and freeing assets—while constraining Israeli actions in Lebanon and limiting Netanyahu’s leverage (investing.com).
  • U.S. officials, including Vice President Vance, have publicly warned Israel not to undermine the agreement, highlighting a widening rift between the Trump administration and Netanyahu ahead of Israel’s autumn elections (axios.com).

References

Frequently Asked Questions

What has been Netanyahu's strategy regarding Iran and the US?
Netanyahu promoted himself as the only Israeli leader able to keep the US in strategic lockstep with Israel on Iran, relying on military pressure.
How is the US approach to Israel changing under the current deal?
The US is increasingly treating Israeli objections as constraints and sidelining Israel from key regional decisions.
How have Trump and Netanyahu's relations evolved amid the US-Iran deal?
Their relationship has soured, with public disagreements and Israel losing strategic influence in shaping US Middle East policy.

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