The PakStack — June 23
After Iran’s 'Missiles with Manners,' Trump Declares a Ceasefire Ending the “12 Day War”
Welcome to The PakStack, where what matters today in Pakistan, India and the rest of South Asia can be read and processed in five minutes or less.
Written by Shiza M. / Edited by Wajahat S. Khan
JUST IN: Trump gets his second ceasefire in as many months
ALERT: In classic Trumpian flair, the President announced a “complete and total CEASEFIRE” between Israel and Iran —right after both sides finish their “in progress, final missions.” The phased-over 24 hours truce, revealed via Truth Social on June 23, marks the official end of what Trump has declared the 12 Day War. The American President congratulated both countries for their “Stamina, Courage, and Intelligence,” blessing everyone from Israel to Iran to the entire planet. While Iran and Israel haven’t responded to Trump’s declaration, in his world, nothing says peace like a countdown clock, controlled oil shocks and pre-scheduled final bombings. Editor’s Note: After the India-Pakistan ceasefire in May (which India refuses to give him credit for), expect Trump to push for getting the Nobel Peace Prize which an obsequious Pakistan just nominated him for last week)
1. Missiles with Manners Transform Middle East Dynamic
Before the Ceasefire, Good Manners: Iran launched missile attacks on U.S. military bases in Qatar on June 23, at approximately 7:39 PM local time, following a display of very good behaviour: advance warning to both Washington and Doha that prevented any casualties. The strikes were retaliation for President Trump's Operation Midnight Hammer over the weekend which deployed more than 125 aircraft, including B-2 bombers dropping multiple so-called bunker busters, the first time they were used in combat. Also a submarine was used, firing several dozen Tomahawk missiles towards three Iranian nuclear facilities: Natanz, Fordow, and Isfahan.
Iran's Supreme National Security Council emphasized the action "posed no threat whatsoever to our friendly and brotherly nation, Qatar, or its honorable people," while Qatar still condemned it as "a flagrant violation" of sovereignty. President Trump publicly thanked Iran, stating: "I want to thank Iran for giving us early notice, which made it possible for no lives to be lost, and nobody to be injured." And when he declared, “Congratulations, world. It’s time for peace!” he wasn’t kidding.
Escalation Management: Iran's advance warning system to the Americans and the Qataris creates a precedent for non-escalatory kinetic action,demonstrating the availability of an off-ramp for all sides. This model allows adversaries to show force while providing face-saving exits for all parties. Iran had to respond to U.S. actions. It did with just enough good manners.
Direct U.S.-Iran Military Exchange: For the first time, the U.S. directly bombed Iranian nuclear infrastructure, and Iran directly retaliated against U.S. military assets. While American actions crossed Iran’s “red lines,”Tehran paradoxically maintained diplomatic channels through coordination
Nuclear Weak Spot: The successful U.S. strikes on three major nuclear facilities demonstrate Iran's infrastructure remains vulnerable despite years of hardening efforts, potentially affecting Iran's nuclear timeline and regional deterrence calculations. An IAEA assessment cited “significant damage” to enrichment facilities, while President Trump convened an urgent NSC meeting to determine whether Iran had moved its uranium stockpiles before the attack.
Tactical Takeaway: Iran's "managed retaliation" model—combining military action with advance coordination—fundamentally alters Middle Eastern conflict dynamics. By providing warnings that prevent casualties while still demonstrating strike capability, Iran achieved strategic messaging without triggering uncontrolled escalation and risking further action by America . Trump's public acknowledgment legitimizes this approach, potentially encouraging other regional actors to adopt similar "coordinated confrontation" tactics. Israel is the missing link. Will Nentanyahu slow down his attacks or escalate? Meanwhile, Iran’s holding the Hormuz Hand, with the possible ability to block the Strait of Hormuz in a move that is guaranteed to short-term energy price shock.This precedent could reshape how adversaries conduct future military demonstrations, prioritizing strategic signaling over kinetic damage while maintaining diplomatic off-ramps.
2. Pakistan’s Hard Options
What, Where, When & Who: Pakistan finds itself navigating an increasingly precarious diplomatic crisis following US airstrikes on Iran's nuclear facilities. Prime Minister Shehbaz Sharif convened an emergency National Security Committee (NSC) meeting as Defence Minister Khawaja Muhammad Asif declared Pakistan's complete solidarity with neighboring Iran. The timing proved particularly challenging—not only has a triumphant Field Marshal Asim Munir just returned from a mostly successful tour of the U.S. – featuring a luncheon with Donald Trump, resetting Pakistan’s bilateral equation with Washington over goat cheese gateau (halal) and a $1.3 trillion mineral deal (halal status unclear), but the Pakistanis had continued their warm embrace of Trump by nominating the American president for a Nobel Peace Prize, and ironic 48 hours before he attacked Iran.. Thus, Pakistan faces both a domestic and global quandary: local political parties are pressuring the government to rescind the nomination, creating internal tensions as Pakistan’s Shi’ites (there are about 30-50 million of them in the largely Sunni country of 240 million) take to the streets. Also at stake are Pakistan's broader strategic contradictions: continue to cozy up to Trump or stand firm against Israeli aggression, which has now reached Pakistan’s doorstep – the 900km border with Iran
The Diplomatic Tightrope: Pakistan’s trying to back Iran just enough to look principled, without upsetting its Saudi and UAE bankers or triggering more side-eye from Washington. Meanwhile, its long, messy border with Iran in Balochistan adds real risk to the theatrics. When rumors began circulating on social media that Iran claimed Islamabad had offered nuclear support against Israel, Pakistan swiftly responded with a firm denial. Foreign Minister Ishaq Dar dismissed such claims as “fabricated,” reminding everyone that Pakistan’s nuclear arsenal is specifically reserved for India–because apparently, even nuclear policy comes with geographic restriction. The controversy escalated further when an Israeli official made provocative threats suggesting Pakistan could be “next after Iran,” adding another layer of tension to an already volatile situation.
Why It Matters: Pakistan’s Iran crisis playbook underscores the classic dilemma of a middle power stuck in a multipolar mess. As Sahar Khan puts it for the Atlantic Council, Islamabad’s trying to nod at Tehran without ticking off the Saudis, Emiratis and Uncle Sam. It’s tightrope diplomacy with regional stability and national security dangling underneath. Clinging to “strategic autonomy,” Pakistan hopes to charm Washington without ghosting its Muslim allies, while keeping its nuclear doctrine laser-focused on India— tidy “red lines” that signal discipline and a hard pass on broader nuclear entanglements. But if the Israel-Iran showdown drags on, Pakistan risks turning into a) a logistics hub for Operation Save Tehran or worse b) a holding pen for refugees it can’t afford or even worse c) dealing with a joint Sistan-Balochistan militant ensemble or the most disastrous option d) aiding the U.S. (and Israel) with logistic, intelligence or even military support from Iran’s western border. Getting closer to Iran might earn rhetorical points, hate to say it but as Khawaja Asif warned, it’s also a shortcut to deeper regional chaos—right when Pakistan’s already battling rising militancy in KP and Balochistan and struggling to keep its economy and diplomacy from unraveling.
Tactical Takeaway: Pakistan’s so-called “strategic clarity” is really a masterclass in diplomatic multitasking: back Iran’s right to self-defense, reject nuclear escalation, stay visible in regional security, and still keep the Saudis and Americans on speed dial. It’s all about compartmentalization—support Tehran in theory, but keep the nukes strictly India-facing. This isn’t confusion, it’s calculated survival. Pakistan’s ability to engage the Trump camp on Kashmir while condemning U.S. strikes on Iran shows it isn’t picking sides—it’s playing them. In a region where the wrong move can be fatal, ambiguity is a feature, not a flaw. The road ahead demands more of the same: talk to everyone, promise nothing, and avoid being sucked into conflicts far beyond Pakistan’s capacity. Like it or not, Islamabad’s moves still matter—even if it prefers to influence from the sidelines. But yeah, the Nobel Peace Prize nomination, which was politically cringe to begin with, but Machiavellian in its purpose, cannot be dropped, unless Pakistan wants to pick a personal fight with The Donald.
3. Water, War, and Proxy Flashpoints
What & Who: Exactly two months after India announced the abeyance of the Indus Water Treaty tensions over water between India and Pakistan have reached crisis levels. India’s second most powerful man and Home Minister Amit Shah declared the 65-year old treaty “will never be restored,” prompting Pakistan’s former Foreign Minister Bilawal Bhutto-Zardari to threaten war with India to secure water from “all six rivers.” At the heart of the conflict is India’s planned Rajasthan Canal—a move seen by Islamabad as weaponizing river flows by diverting Pakistan-bound rivers to India’s driest province. The standoff is deepening on multiple fronts: India is cracking down on alleged terror and espionage cells in Kashmir and Punjab, while Pakistan has extended its airspace ban on Indian aircraft. With Shah and Bhutto-Zardari front and center—and security agencies on both sides in high gear—diplomatic options are fading fast as India rejects any third-party mediation.
Why it Matters: For Pakistan, this is an existential crisis—over 80% of its agriculture hinges on the Indus waters. As tensions escalate, fragile ceasefires and hard-won peace deals hang by a thread. At the core lies a diplomatic fault line: India is doubling down on unilateral control, while Pakistan clings to international mediation. Water has become the new frontline, fusing territorial disputes, proxy warfare, and economic coercion into a single, combustible conflict.
What’s New: Pakistan is escalating through economic means rather than military. Its extension of the airspace ban on Indian aircraft—now renewed for a second month since the water dispute reignited—is a deliberate, measured pressure tactic aimed at Indian commercial interests without provoking open war. Economic Times estimates put the losses from losing access to Pakistani airspace at over $600 million annually due to longer routes and higher fuel costs.
Diplomatic Undercurrents: Adding to the geopolitical tension, India publicly rejected any role by the U.S. or Saudi Arabia in mediating the emerging crisis. Instead, New Delhi credited its own “autonomous decision-making,” a direct rebuke to Pakistan’s overtures to former President Trump, whom Islamabad nominated for the Nobel Peace Prize over his claimed interest in Kashmir mediation. The result? India is asserting regional dominance through unilateralism, while Pakistan leans on third-party diplomacy to internationalize its grievances.
4. Internal Stability
Who, What, Where, When: On June 23, 2025, questions arose again about Pakistan’s internal stability. The Lahore High Court reserved its verdict in Imran Khan’s bail hearings related to the May 9 riots and unrest—setting the stage for a potential political flashpoint. The same day, the military’s media wing, through DG ISPR, firmly declared that “only the state can announce jihad,” a pointed message aimed at curbing extremist rhetoric amid rising regional tensions.
Backstory: Pakistan’s post-election landscape remains volatile, with Imran Khan’s legal troubles representing a ticking time bomb for domestic unrest. The unresolved May 9 fallout—when PTI supporters clashed with security forces—continues to cast a shadow over civil-military relations, even though the Munir-Sharif-Bhutto-Zardari-led dispensation seems to have moved on. At the same time, the military is working to assert control over national narratives, particularly as external crises with India, Iran, and the U.S. unfold.
Tactical Takeaway: The reserved verdict in Imran Khan’s bail case is a political tripwire—any adverse ruling could reignite agitation—or Khan, who has currently suspended all protests—and undercut the government’s ability to project stability at home. The ISPR’s “monopoly on jihad” declaration is a strategic effort to reinforce institutional narrative control and prevent rogue elements from hijacking the national agenda under the banner of religious solidarity as Israel and America—the two of the three bogeymen in radical Pakistan’s imagination—bring conflict to its doorstep.
5. The Takeaway: South Asia’s Pressure Cooker Moment
Pakistan's June 2025 diplomatic gymnastics aren't evidence of confusion—they're a masterclass in modern middle-power survival. While Iran’s pioneered "missiles with manners" and India seems to have embraced water weaponization, Pakistan has perfected something more sophisticated: strategic incoherence as policy. Nominating Trump for peace prizes while condemning his strikes, backing Iran while reassuring the Saudis, threatening water wars while banning airspace—this isn't diplomatic schizophrenia, it's calculated chaos from the playbook of the former ISI spymaster, Lt. General Hamid Gul: “Talk, trade and torment at the same time.”
The playbook is clear: when you're stuck between superpowers, make fluid inconsistency your solid consistency. Pakistan's ability to compartmentalize contradictions—supporting Iranian "self-defense" while keeping nukes India-ready, courting Trump on Kashmir while condemning his Iran strikes—isn't weakness, it's adaptation to a world where rigid alliances are luxury items middle powers can't afford.
Our biggest takeaway for June: In a world where picking sides is a death sentence, Pakistan just wrote the survival manual.
Missiles with manners, Nobel noms for Trump, and airspace bans over water wars. South Asia’s geopolitical soap opera has truly hit peak season. Pakistan’s juggling act is impressive, but let’s not kid ourselves: this is survival by ambiguity, not strategy. When you’re trying to keep the Saudis, Uncle Sam, Tehran, and Tel Aviv all vaguely happy while dodging the fallout of B-2 bombers and bunker busters, ‘strategic incoherence’ is really just the art of not getting flattened. The real question: how long can they keep this up before one misstep turns the balancing act into a nosedive?
The Unseen Script: Is Regime Change in Iran the Enduring Goal?
Based on official documents, the work of renowned academics, and observations of key ongoing developments, this analysis posits that the underlying objective of recent geopolitical pressures on Iran is long-term regime change, with issues like its nuclear program serving as pretexts. This is part of a broader strategy to reorder the Middle East.
Supporting Arguments/Evidence:
"Clean Break" Document (1996):
Authored for Benjamin Netanyahu, advocated for an aggressive Israeli foreign policy to reshape the Middle East.
Explicitly targeted Iraq, Syria, and Iran for containment, destabilisation, and roll-back.
Called for the US to be the primary force in achieving these goals.
Jeffrey Sachs's Interpretation:
Views "Clean Break" as a blueprint followed by post-9/11 interventions (Afghanistan, Iraq, Libya, Syria).
Cites Gen. Wesley Clark's revelation about a Pentagon plan to target seven countries, including Iran.
The arguments stated reasons (WMDs, terrorism) were pretexts for geopolitical reordering aligned with specific interests.
Academic Commentary (Neoconservative Influence):
Scholars (e.g., Mearsheimer, Walt) acknowledge the "Clean Break" authors' influence on US foreign policy, particularly the Iraq War.
Debate exists on whether it's a rigid "script" or opportunistic adaptation, but the preemption/regime change pattern is noted.
Critical scholars (e.g., Chomsky, Johnson) link US militarism to broader geopolitical/economic interests.
Iran's Support for Palestine:
Iran provides significant financial and military support to Palestinian groups (Hamas, PIJ) (Wikipedia, Iran International).
This support is a core component of Iran's anti-Israel and regional resistance foreign policy.
The "atomic bomb as pretext" argument suggests nuclear concerns are leveraged to justify a more aggressive posture aimed at regime change (Leverett & Leverett).
Projection: Social Media in Pakistan:
Anticipated deliberate campaign on platforms like Twitter (via "boot accounts" and "tout journalists") to undermine Iran's popularity in Pakistan.
Expected tactics include promoting Shia-Sunni sectarianism and misrepresenting events (e.g., the Qatar base as an attack on Qatar).
Aligned with known patterns of information warfare and influence operations to shape public opinion.
Factors Causing Delay/Complexity:
Internal debates and bureaucratic politics within the US government ("divisions within the US mega-base").
"War fatigue" and scepticism due to the high costs of the Iraq/Afghanistan wars.
Western public opposition to military interventions can constrain policymakers.
Overall Implication:
The analysis suggests that the change in the Iranian regime is a persistent, underlying objective that drives regional tensions, with other issues serving as tactical justifications. The "new season" of engagement implies a continuation of this strategic "script," potentially leveraging internal dynamics (like those projected in Pakistan) to achieve its long-term goals.