There is a version of diplomatic success that looks, on television, almost identical to failure. Oil tankers move again through the Strait of Hormuz. Insurance rates fall. A White House podium fills with talk of a deal "moving along very nicely." And somewhere in Natanz or Fordow, centrifuges that were never dismantled keep spinning. This is the trap now forming around the Trump administration's Iran diplomacy: Washington is on the verge of accepting a narrow shipping arrangement as if it were a substitute for the nuclear settlement the war was supposed to produce. Since June, when Washington and Tehran signed a framework meant to resolve the Strait crisis and open a path to nuclear talks, Iran has negotiated the shipping question with real urgency while treating its nuclear program as a matter for another day. Secretary of State Marco Rubio called the Hormuz arrangement the "immediate deal" and denuclearization "the ultimate deal." That formulation is honest, but if the ultimate deal keeps arriving after the immediate one, it may never arrive at all. Reopening Hormuz relieves the pain