US-Iran MoU 'conditional surrender' signed by America, analyst says on Tucker Carlson's show
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US author says shortages of interceptors and cruise missiles could take years to replenish, raising concerns about future military readiness
US President Donald Trump salutes as a US Army carry team transfers the remains of Chief Warrant Officer 3 Robert M. Marzan at Dover Air Force Base in Delaware, 7 March 2026 (Roberto Schmidt/Getty Images via AFP)
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The memorandum of understanding signed by the United States following the joint US-Israeli war on Iran amounts to a "conditional surrender document," American author and geopolitical analyst Brandon Weichert said during an appearance on Tucker Carlson's show, claiming that Washington entered negotiations after depleting significant portions of its missile stockpiles.
"Ultimately, this is a conditional surrender document," Weichert said. "The United States started a war and it promptly lost. The Iranians have, unfortunately, at a strategic level, achieved victory."
"The Trump administration agreed to, and they didn't have a choice, because the president already said that we're gonna run out of oil in four weeks, so he was up against a wall," he said, adding, "and good for him for doing this, but ultimately this is a conditional surrender document."
Weichert's remarks come amid debate over the memorandum, which outlines a framework for continued negotiations between Washington and Tehran and is intended to maintain a ceasefire reached after months of military confrontation.
Speaking on the show, Weichert cited what he described as publicly available data on US weapons expenditures during the conflict.
"The weapons depletion rate, this is all publicly available. I do not deal in classified information," he said.
According to Weichert, roughly half of the US inventory of Patriot ballistic missile interceptors and between 50% and 80% of Terminal High Altitude Area Defence, or THAAD, interceptors were expended during the war.
He also claimed that more than 1,000 Tomahawk cruise missiles were used, representing about one-third of the US stockpile.
"Large quantities of the JASSM missile, as well as pretty much the entire pre-war inventory of new Precision Strike Missiles, were used," he said.
Weichert further argued that US naval forces faced greater threats during the conflict than the White House publicly acknowledged.
"The Navy reports that they expended large quantities of their SM-3 and SM-6 naval interceptors," he said. "That indicates to me, if I may conjecture here, that there must have been one hell of a fight over the security of our ships when the war was in its kinetic phase."
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He added, "The White House was lying when they said that the ships were totally safe. Our ships are very much at risk, obviously, from these numbers."
The analyst also pointed to what he described as significant delays in replenishing depleted arsenals.
He said Precision Strike Missiles could be replenished by late this year, while Joint Air-to-Surface Standoff Missiles, or JASSMs, may not be fully replaced until the middle of next year.
According to his assessment, naval SM-3 and SM-6 interceptors could take until 2028 to replenish, Patriot interceptor inventories may not recover until around 2030, and THAAD interceptors could face similar timelines.
"The THAADs are the really important ones," Weichert said. "That's not going to come until probably 2030."
He added that Tomahawk cruise missile inventories may take another five years to restore.
"So, we'd better hope that the Chinese or some other area of interest is no longer requiring our assistance because we have depleted ourselves," he said.
The comments follows a New York Times report that said Trump and senior Pentagon officials have been pressing defence manufacturers to accelerate weapons production while simultaneously seeking an additional $70 billion from Congress to fund the war effort and replenish depleted stockpiles.
According to the report, defence companies told Trump during a White House meeting that significant new investment would be required to expand production capacity, while the administration's funding request is expected to face strong opposition on Capitol Hill.
The New York Times also reported that the war substantially reduced US munitions inventories, with the military using roughly 1,100 long-range stealth cruise missiles, more than 1,000 Tomahawk missiles, over 1,200 Patriot interceptors and more than 1,000 Precision Strike and ATACMS missiles.
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Beyond the military implications, Weichert argued on Carlson's show that the war accelerated a broader geopolitical shift in the Middle East.
He said the region was moving toward a "post-American Middle East" in which Israel's role as the centre of a US-backed regional order had diminished.
"There is now going to be a new Middle East," he said, indicating that five powers would shape the region's future balance: Saudi Arabia, Iran, Pakistan, Egypt, and Turkey.
Weichert argued that Turkey's growing defence industry and Pakistan's nuclear capabilities, alongside the influence of Saudi Arabia, Iran and Egypt, would form the basis of a new regional order less dependent on Washington.
"Those greater Middle East powers are gonna form a new post-American order," he said. "Where it goes from here really is up to Mr Netanyahu and his government."
The White House and US military officials have publicly characterised the memorandum as a "good deal" for America, even as segments of the US political class have criticised the Trump administration for failing to achieve its stated objectives during the conflict, including regime change, weakening Iran's regional position and military capabilities.
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