The news today is that upon the request of the Pakistani government, President Trump has agreed to extend the cease fire and to hold off blasting Iran back into a medieval subsistence existence by destroying their electricity, bridges, transport and communications.
https://x.com/CMShehbaz/status/2046699163065438515
This doesn't mean that Hormuz is open or that the US blockade of Iranian ports has been relaxed.
For his part, I think that it's abundantly clear that President Trump doesn't want to do anything to hurt the Iranian people. He's trying (perhaps too hard) to find a way not to. So for now he's waiting for shutting off 90% of Iran's foreign trade to have its effect. Unfortunately, our friends Saudi Arabia, the UAE, Kuwait, Qatar and Bahrain are being hurt equally by having their own oil exports cut off. (The UAE has already asked the US for financial assistance.) So there's a limit on how long this can go on if Hormuz isn't opened. I still expect to see US protected convoys moving through Hormuz, so as to give our friends a way to sell their oil and keep their economies afloat.
For their part, I think that while Iran's IRGC leadership loves to bluster about how they are still in the battle militarily, I think that their real strategy is watching how the left-media portray European and Democratic party opposition here at home. It gives Iran hope that that they can win this simply by waiting out the United States until political pressure becomes so powerful against Trump here at home that he has to back off, without Iran having made any concessions. Which they would spin as a victory, with the willing help of many here and in Europe.
Perhaps President Trump's mistake is placing too much emphasis on diplomacy and on making a deal. First off, there's little chance that the IRGC will willingly agree to give up their nuclear aspirations or halt support for their "axis of resistance" proxies. Second, even if they did sign such an agreement, who in their right mind expects them to abide by it? I'm inclined to think that the United States should emphasize physical facts rather than words. Obliterate Iran's nuclear program. Destroy its ability to provide meaningful aid to its proxies.
Which leaves Iran's highly enriched uranium. If, as seems to be the case, it's buried deep underground in collapsed tunnels, it would take months and lots of heavy equipment to dig it out. One option would be to insert US forces by air. But that would be difficult and dangerous. We would probably need thousands of soldiers to protect the diggers for an extended period, and would need to construct an airstrip to fly the soldiers and their equipment in and out. They would constantly be vulnerable to attack, although our total control of the air would enable us to provide the temporary enclave with strong air-support. And it all depends on whether we know where the highly enriched uranium actually is.
Another option is Iran digging it out under US supervision, then handing it over to us. That's clearly what President Trump wants, but has little chance of getting the Iranians to agree to it.
The third option is blasting the nuclear sites as thoroughly as possible, then simply watching. If it's necessary to conduct excavations to reach the uranium, we should be able to use spy satellites to see if the Iranians are making those efforts. If we see that they are, just attack the sites again to ensure the uranium remains buried.