TOMORROW—Iran Peace Deal: Is the War Over? Call with Ex-US Intelligence Officer

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TOMORROW—Iran Peace Deal: Is the War Over? Call with Ex-US Intelligence Officer

Global | Washington Strategy June 17, 2026

TOMORROW—Iran Peace Deal: Is the War Over?

Call with Ex-US Intelligence Officer

The US and Iran have reached a preliminary deal that is expected to open the

Strait of Hormuz. On this call, we will assess where diplomacy stands today,

outline potential “end-state” scenarios, and discuss implications for investors.

Join us on Thursday, June 18 @ 9:30 AM ET with Jonathan Panikoff, Director

at the Atlantic Council and former US Deputy National Intelligence Officer.

REGISTER

Date & Registration

Thursday, June 18 @ 9:30 AM – 10:00 AM ET

https://jefferies-sustainability-transition-strategy.open-exchange.net/

Jefferies Hosts

Aniket Shah, Global Head of Washington, Sustainability & Transition Strategy•

Lloyd Byrne, Energy Research Analyst & Managing Director•

Speaker Bio

Jonathan Panikoff is Director of the Scowcroft Middle East Security Initiative at the Atlantic

Council, where he leads the organization’s work on pan-regional Middle East politics and security,

in addition to directing the South Asia portfolio. He is concurrently a Senior Fellow at the Atlantic

Council’s Geoeconomics Center, focusing on foreign investment and national security issues.

A former career US intelligence officer, Panikoff served from 2015 to 2020 as Deputy National Aniket Shah, PhD * | Head of Sust. &

Intelligence Officer for the Near East at the National Intelligence Council, overseeing Intelligence Transition Strategy

Community analysis on the Levant and the Gulf. He later led analytic support for the 2020 US (212) 323-3976 | ashah14@jefferies.com

presidential transition and, in his final Intelligence Community role, served as Director of the Lloyd Byrne * | Equity Analyst