Trump: This weekend will discuss, stating "an agreement can be reached within a day or two"; demands Iran to suspend its nuclear program indefinitely, hand over all enriched uranium, and not make payments; denies unfreezing $20 billion; maintains maritime blockade until the agreement is 100% completed.


Iran: Refuses to export enriched uranium, insists on domestic processing; demands compensation; temporarily opens the Strait of Hormuz (civilian, designated channels, requires permits), military ships banned; warns the US that continued blockade will lead to the Strait being closed again.
Core disagreements: Enriched uranium handling, nuclear program duration, asset unfreezing, and proxy issues remain unresolved.
- Market reaction: Oil prices plummeted on April 17, WTI closed at $83.85 (−11.45%), Brent at $90.38 (−9.07%), risk premium rapidly cleared.
Oil price forecast (April 18)
Short-term (1-2 weeks): high volatility, bearish bias
Baseline scenario (60% probability): negotiations drag on, temporary ceasefire continues, limited navigation through the strait, risk premium continues to decline.
#美伊局势和谈与增兵博弈 #XTI
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