Negotiations between the Trump administration and Iran stalled without any agreement to Tehran's demands by the April 30, 2026, deadline, amid an ongoing U.S.-led blockade of the Strait of Hormuz and fragile ceasefire extensions. Iran submitted multiple proposals, including a late-April 10-point plan to reopen the strait and delay nuclear talks in exchange for ending attacks and lifting sanctions, but Trump rejected them as insufficient, insisting on Iran forgoing uranium enrichment and unconditional Hormuz access. Recent rejections, canceled Islamabad talks, and threats of strikes reinforced trader consensus on no concessions, with U.S. military posturing and rising oil prices underscoring escalation risks absent major diplomatic breakthroughs. Upcoming national security reviews could influence post-April dynamics.
Polymarket 데이터를 참조하는 실험적 AI 생성 요약입니다. 이것은 거래 조언이 아니며 이 마켓의 정산에 영향을 미치지 않습니다. · 업데이트Continued US blockade and Iranian military control maintain closure of the Strait, with no definitive agreement reached on transit fees or navigation rights; market
Transit Fees in the Strait of Hormuz dips to 0%1%
Continued US blockade and Iranian military control maintain closure of the Strait, with no definitive agreement reached on transit fees or navigation rights; market
Reports reveal U.S. naval blockade forcing Iran to store oil in poor conditions, increasing pressure on Iran but no sign of U.S.
Oil Sanction Relief dips to 3%4%
acceptance of oil sanction relief; Iran offers a proposal to lift blockade in exchange for sanctions relief, but Trump appears unlikely to accept
The New York Times reports Trump’s dissatisfaction with Iran’s proposal and the suspension of talks, signaling no imminent agreement on enrichment
Enrichment of Uranium dips to 2%4%
The New York Times reports Trump’s dissatisfaction with Iran’s proposal and the suspension of talks, signaling no imminent agreement on enrichment
Trump says he is awaiting Iran's offer but insists any deal must include Iran giving up enriched uranium and reopening the Strait of Hormuz, showing no concession on uranium
Oil Sanction Relief drops to 7%5%
Trump says he is awaiting Iran's offer but insists any deal must include Iran giving up enriched uranium and reopening the Strait of Hormuz, showing no concession on uranium enrichment
Reports confirm Trump administration’s plan to unfreeze $20 billion in Iranian assets in exchange for uranium stockpile
Unfreeze Iranian Assets surges to 49%17%
Further confirmation of the $20 billion asset unfreezing proposal raises hopes for a deal, supported by ongoing diplomatic efforts involving Pakistan and other mediators.
Trump administration signals willingness to unfreeze assets but insists on uranium stockpile surrender
Unfreeze Iranian Assets drops to 32%7%
US officials clarify that asset release is contingent on Iran giving up its enriched uranium, highlighting tough conditions and limiting the likelihood of unconditional asset unfreezing.
Trump states the U.S. blockade of Iranian ships in the Strait of Hormuz will end only when a peace deal is signed, emphasizing no sanction relief without a deal; oil
Oil Sanction Relief surges to 52%40%
Trump states the U.S. blockade of Iranian ships in the Strait of Hormuz will end only when a peace deal is signed, emphasizing no sanction relief without a deal; oil
Trump administration considers unfreezing $20 billion in Iranian assets as part of nuclear negotiations
Unfreeze Iranian Assets surges to 62%17%
Reports emerge that the US is contemplating releasing $20 billion in frozen Iranian funds in exchange for Iran surrendering its enriched uranium stockpile, boosting market optimism about a potential deal.
President Trump tells reporters Iran has agreed to hand over its “nuclear dust” (enriched uranium) and that a peace deal is close
Enrichment of Uranium drops to 25%14%
President Trump tells reporters Iran has agreed to hand over its “nuclear dust” (enriched uranium) and that a peace deal is close
Reuters reports U.S. will not renew the 30-day waiver on Iranian oil sanctions, reinforcing the blockade and sanctions pressure on Iran's oil exports
Oil Sanction Relief dips to 12%3%
Reuters reports U.S. will not renew the 30-day waiver on Iranian oil sanctions, reinforcing the blockade and sanctions pressure on Iran's oil exports
U.S. Treasury lets sanctions waiver on Russian oil expire and announces the upcoming expiration of the Iranian oil sanctions waiver on April 19, signaling tightening sanctions and
Oil Sanction Relief plunges to 15%15%
U.S. Treasury lets sanctions waiver on Russian oil expire and announces the upcoming expiration of the Iranian oil sanctions waiver on April 19, signaling tightening sanctions and reducing chances of oil sanction relief
Iran’s Parliament Speaker declares unfreezing Iranian assets a non-negotiable precondition for talks with the US
Unfreeze Iranian Assets dips to 47%3%
Iranian officials publicly state that the release of frozen assets is essential before any meaningful negotiations can proceed, setting a firm Iranian demand early in the timeline.
US military begins mine-clearing operations in the Strait of Hormuz to secure passage amid rising tensions;
Transit Fees in the Strait of Hormuz plunges to 11%16%
peace talks collapse on April 12 in Islamabad after 21 hours without agreement, leading to President Trump announcing a blockade of Iranian ports
Iran demands cryptocurrency payments for Strait of Hormuz oil transit, requiring tankers to pay $1 per barrel in Bitcoin or Tether during a fragile ceasefire, signaling Iran's
Transit Fees in the Strait of Hormuz drops to 27%10%
Iran demands cryptocurrency payments for Strait of Hormuz oil transit, requiring tankers to pay $1 per barrel in Bitcoin or Tether during a fragile ceasefire, signaling Iran's intent to monetize control and bypass traditional banking systems
Pakistan’s prime minister announces a conditional two‑week U.S.–Iran cease‑fire and that talks will address “Iran’s right to enrich uranium” among other points
Enrichment of Uranium dips to 8%3%
Pakistan’s prime minister announces a conditional two‑week U.S.–Iran cease‑fire and that talks will address “Iran’s right to enrich uranium” among other points


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