[ISW] 이란 업데이트 특별 보고서, 2026년 5월 28일

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핵심 내용 요약:

  • 미국과 이란 간의 “합의” 불확실성: 5월 28일 서방 언론은 미국과 이란 협상가들이 60일 양해 각서(MoU)에 도달했다고 보도했지만, 최종 승인권자인 미국 대통령 도널드 트럼프와 이란 최고 지도자 모즈타바 하메네이가 아직 이 “합의”를 승인하지 않았습니다. 보도된 “합의”의 세부 사항 역시 정보 유출의 표현과 출처가 불분명하여 불확실합니다.
  • 이란 고위층의 양보 의지 의문: 이란 협상가들이 일부 양보안을 제시했을지라도, 모즈타바 하메네이와 혁명수비대(IRGC) 사령관 아흐마드 바히디 소장 등 테헤란의 고위 정책 결정자들이 실제로 양보할 의지가 있는지는 불확실합니다. 모즈타바의 최근 공개 발언은 호르무즈 해협에 대한 이란의 통제권을 포기할 의사가 없음을 시사합니다.
  • IRGC의 무력 사용 및 미국의 대응: IRGC는 호르무즈 해협을 통제하려는 현실을 만들기 위해 무력을 사용하고 있습니다. 이에 대응하여, 미국 중앙 사령부(CENTCOM)는 이란의 이러한 시도를 저지하기 위한 군사 공격을 감행했습니다.
  • 미국의 호르무즈 해협 보호 노력: 미국은 이란이 호르무즈 해협에서 보호세를 징수하려는 시도를 막기 위해 노력하고 있습니다. 5월 27일 미국 재무부는 페르시아만 해협 당국(PGSA)을 제재했으며, PGSA와 협력하는 모든 행위자도 제재 대상이 될 수 있다고 경고했습니다.

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[원문]

Western media reported on May 28 that US and Iranian negotiators have reached a 60-day memorandum of understanding

May 28, 2026

Data Cutoff: 2:00 PM ET

Ben Rezaei, Katherine Wells, Will Doran, Parker Hempel, Carolyn Moorman, and Annika Ganzeveld

TOPLINES

Western media reported on May 28 that US and Iranian negotiators have reached a 60-day memorandum of understanding (MoU), but the US and Iranian leaders who must approve the agreement—US President Donald Trump and Iranian Supreme Leader Mojtaba Khamenei, respectively—have not approved the “agreement” at this time. The details of the reported “agreement” are also unclear based on the wording and sourcing of the leaks of the agreement. Two unspecified US officials told Axios on May 28 that US and Iranian negotiators have reached a 60-day MoU to extend the ceasefire and launch negotiations on Iran’s nuclear program. The officials claimed that Iranian negotiators received the “necessary approvals” from “senior leadership” to sign the deal. Islamic Revolutionary Guards Corps (IRGC)-affiliated Tasnim News Agency, citing a source close to the negotiating team, denied that an MoU has been “finalized,” however. An unspecified source also told Israeli media that Mojtaba has not yet approved the “agreement.”  

The US officials told Axios that Iran would allow “unrestricted” shipping through the Strait of Hormuz, stop imposing tolls and harassing vessels in the strait, and remove naval mines within 30 days, while the United States would lift its naval blockade on Iranian ports. The officials did not specify how the MoU defines “unrestricted” shipping. Iranian officials have repeatedly described the strait as “open” to shipping while forcing vessels to receive Iranian permission to pass through the strait and to use Iran’s illegal traffic separation scheme. Iranian officials have also claimed that Iran is charging vessels “protection fees” and “environmental fees” instead of “tolls.” The ambiguity around these terms makes it unclear whether Iranian negotiators have actually committed to any concessions in the reported MoU.  

Even if Iranian negotiators did offer some concessions, it is far from clear that senior decision-makers in Tehran, including Mojtaba Khamenei and IRGC Commander Major General Ahmad Vahidi, are willing to make such concessions. Mojtaba’s recent public statements indicate that he is not willing to give up Iranian control over the Strait of Hormuz. IRGC-affiliated media has also insisted that Iran must receive economic relief—including the release of some of Iran’s frozen assets—before Iran will discuss its nuclear program. ISW-CTP continues to assess that Vahidi and his inner circle are currently dominating Iranian decision-making. The US officials told Axios that the United States would discuss sanctions relief and the release of Iran’s frozen assets during the 60-day negotiations period, in contrast to the Iranian regime’s demand for immediate economic relief upon the signing of an agreement. If Iranian negotiators did agree to postpone the discussion of economic relief to the 60-day negotiations period, this would indicate that Iranian negotiators may not be aligned with Mojtaba and Vahidi. Anti-regime media, citing a source close to the negotiations, reported on May 28 that there are doubts among unspecified individuals about Iranian Parliament Speaker Mohammad Bagher Ghalibaf and the negotiating team’s coordination with Mojtaba, which further suggests that the terms in the reported US-Iran MoU may not reflect the positions of key Iranian leaders in Tehran.

KEY TAKEAWAYS

  • Western media reported on May 28 that US and Iranian negotiators have reached a 60-day memorandum of understanding (MoU), but the US and Iranian leaders who must approve the agreement—US President Donald Trump and Iranian Supreme Leader Mojtaba Khamenei, respectively—have not approved the “agreement” at this time. The details of the reported “agreement” are also unclear based on the wording and sourcing of the leaks of the agreement.

  • Even if Iranian negotiators did offer some concessions, it is far from clear that senior decision-makers in Tehran, including Mojtaba and IRGC Commander Major General Ahmad Vahidi, are willing to make such concessions. Mojtaba’s recent public statements indicate that he is not willing to give up Iranian control over the Strait of Hormuz.

  • The IRGC is using force to try to create the reality that Iran controls the Strait of Hormuz. US Central Command’s (CENTCOM) recent military strikes against Iran are part of an effort to deny Iran the ability to create that reality.

  • The United States is taking steps to prevent Iranian efforts to establish a protection racket in the Strait of Hormuz. The US Treasury Department sanctioned the Persian Gulf Strait Authority (PGSA) on May 27 and warned that any actor that cooperates with the PGSA could face sanctions.

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