rocky,
the scenario where i see that possibility is if they are found to have acted illegally (bribes included) by the US investigation. They are fined a large amount of money, which they do not have. If they are forced to pay the fine or close down, the rights could be traded for cash to pay the fine, which would likely be to one of the large oil companies. SO in other words, it would be a closed door bargaining between the US, ERHE, and other interests in the region. I don't see it as an interaction with JDZ in this scenario, though I am sure there are possiblities where that could happen also.
The US govt is just as capable of bribery and shady bargaining as any small country, IMO.