NEED TO KNOW

• Netanyahu declared Iran's enriched uranium stockpile "will leave — either by agreement or through a renewal of the fighting," hours into the two-week ceasefire
• He set three conditions for any permanent deal: removal of all enriched material, full dismantlement of enrichment infrastructure, and resolution of Iran's ballistic missile program
• Israeli opposition leader Yair Lapid called it the worst "diplomatic disaster" in Israeli history — saying Netanyahu wasn't even at the table when core decisions were made

JERUSALEM (TDR) — Benjamin Netanyahu used a Wednesday press conference — the first day of the U.S.-Iran ceasefire — to issue a direct ultimatum to Tehran: surrender the enriched uranium or face Israel's military again.

The big picture: Netanyahu's speech served two audiences simultaneously: it signaled to Washington that Israel's conditions for a permanent deal are non-negotiable, and it signaled to Tehran that the ceasefire is not a reprieve. Both messages arrived while U.S. and Iranian delegations are still 48 hours from their first Islamabad session.

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• Netanyahu framed Iran's position as one of weakness, saying the country is entering negotiations "beaten, weaker than ever" — while insisting Israel had "severely damaged the nuclear program and the scientists"
• He confirmed the ceasefire was reached "in full coordination with Israel" and denied being caught by surprise — a rebuttal to Israeli opposition claims that Netanyahu was sidelined in the final deal

Driving the news: Speaking in Hebrew at a Jerusalem press conference, Netanyahu laid out three explicit conditions for any final agreement — conditions that go beyond what the U.S. has publicly committed to in the Islamabad framework.

• Condition one: "All enriched material has to leave Iran"
• Condition two: No enrichment capability — not a pause, but full dismantlement of "the equipment and the infrastructure that allows you to enrich in the first place"
• Condition three: Resolution of Iran's ballistic missile program, with "real inspections — no lead-time inspections"
• Netanyahu — "The enriched material that still remains will leave Iran. It will leave either by agreement or through a renewal of the fighting."

What they're saying: Netanyahu projected resolve; his domestic opposition projected catastrophe.

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• Netanyahu — "We are prepared to return to fighting at any moment necessary. Our finger is on the trigger. This is not the end, but a station on the way to reaching our aims."
• Israeli opposition leader Yair Lapid — "There has never been such a political disaster in all of our history. Israel wasn't even at the table when decisions were made about the core of our national security. It will take years to repair the political and strategic damage."
• Iran's Foreign Ministry spokesperson responded to the speech by calling U.S. and Israeli claims about the ceasefire's scope "a prime example of reneging on the agreement"

Yes, but: Netanyahu's three conditions exceed what the U.S. has confirmed as part of the Islamabad negotiating framework — and Iran's 10-point plan explicitly preserves the right to enrichment, making Netanyahu's second demand a non-starter before talks have opened.

• Considerable uncertainty surrounds Iran's stockpile of more than 400 kilograms of 60% enriched uranium, last seen by IAEA inspectors before Israeli and U.S. strikes on Iranian nuclear sites
• Trump said Tuesday the uranium would be "perfectly taken care of" — a formulation that leaves open whether Israel's full dismantlement demand is actually the U.S. position heading into Islamabad

Between the lines: Netanyahu has been warning about Iranian nuclear weapons for more than 30 years — since a 1992 Knesset speech projecting an Iranian bomb within "three to five years." His conditions Wednesday are structurally identical to positions he held before the war began. The ceasefire does not change his ask; it changes the leverage. What's new is that he is now threading a needle between validating Trump's deal publicly while setting conditions that would make any deal Iran accepts unacceptable to Israel. That needle cannot stay threaded for two weeks.

• The Israeli opposition's "diplomatic disaster" framing — that Netanyahu was not at the table — is the domestic political pressure behind his public ultimatum: he needs to look like he is driving terms, not accepting them
• Israel destroyed what Hegseth called 80% of Iran's nuclear industrial base; Netanyahu's insistence on full dismantlement of remaining infrastructure suggests he views the war's military gains as a floor, not a ceiling

What's next:

• U.S.-Iran talks open in Islamabad Friday; whether Netanyahu's three conditions are formally tabled by the U.S. delegation is the first test of how aligned Washington and Jerusalem actually are
• The IAEA has not had access to Iran's remaining uranium stockpile since before Operation Midnight Hammer; inspections are a precondition Netanyahu demands, not a negotiating point
• Lebanese casualty figures from Wednesday's strikes — at least 254 killed, 1,165 wounded per Lebanese Civil Defense — are the backdrop against which Iran will decide whether to stay at the table

If Netanyahu's conditions for a permanent deal are the same ones Iran's 10-point plan refuses to accept, who exactly is the Islamabad ceasefire buying time for — and at whose expense?

Sources

This report was compiled using information from Hatha Alyoum, APA, ABC7, Al Jazeera, LiveUAMap Iran, and The Times of Israel.

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