Bottom line
The coming weeks are not about a negotiation from US strength or even primarily over ending a war (which would take Israel’s agreement). They are over whether control of Iran’s growing economic control over the world’s economies becomes a new foundation of enduring global power—and whether the United States can disrupt that shift before it consolidates.
Ahead of the Curve: What We Got Right—and What the Pakistan Talks Now Decide
Live with Prof Robert Pape: The Decision That Could Make This War Unwinnable
Live with Prof Robert Pape Live Briefing: Iran, the Escalation Trap, and What Happens Next
Ignorance, the root and stem of all evil on X: "🇮🇷🪖 🇮🇱For Israel, Iran war now borders on the cataclysmic – Mearsheimer Israel dragged the US into a war with Iran which has been a complete disaster, says Professor John Mearsheimer. Rather than collapsing, Iran has emerged stronger, boosting its ‘Axis of Resistance’. Polls https://t.co/5PlmbRFzd7" / X Polls show that support for Israel among the US public has fallen dramatically. Israel didn’t so much shoot itself in the foot—but in the head. 4:22AM 12 April 2026 https://x.com/i/status/2043037042318135407
US Talks in Islamabad: An Assessment of Day 1
What makes the Islamabad Talks particularly significant is its level. This is the highest-ranking diplomatic engagement between Iran and the U.S. in more than four decades, and the first in several years to take the form of direct negotiations.
Despite that, the early dynamics of the talks have already made clear that the central issue is not procedural, but substantive. In this case, it is the Strait of Hormuz.
Iran insists that it does not intend to return to the pre-war status quo in the strait. It has reportedly rejected proposals for joint control and continues to frame the issue as one of sovereign authority and not a negotiable arrangement.
Developments during the day reinforced just how central this issue is. Donald Trump claimed that the U.S. had already begun securing the strait, including mine-clearing operations, with reports that American warships had successfully transited the waterway.
The Iranian side denied the reports. According to Tehran’s account, U.S. warships approached the strait but were warned off by Iranian forces, with officials in Islamabad reportedly informed that such actions could jeopardize the negotiations.
Some maritime tracking data appears to support elements of this version, indicating that at least one U.S. vessel reversed course after approaching the strait. The episode effectively tested the boundaries of what each side is willing to tolerate.
From one perspective, this may have been an attempt by Washington to gauge Iran’s flexibility; specifically, whether Tehran would be willing to compromise on control over the strait in order to preserve the talks.
The outcome suggests the opposite. Iran appears to view this issue as non-negotiable at this stage, even at the risk of complicating or potentially undermining the negotiations track.
Alongside Hormuz, Lebanon remains a second major point of contention. Iranian officials continue to insist that any ceasefire must be regional in scope, explicitly including Lebanon. However, Israeli strikes, particularly in the south, have continued, complicating this position.
At the same time, Iranian narrative has increasingly blamed the Lebanese government, criticizing it for engaging with Israel through U.S.-facilitated channels and thereby undermining Tehran’s efforts to impose a broader ceasefire framework.
Within this framing, parallel diplomatic tracks are not only ineffective, but also structurally designed to exclude Iran and limit its influence over the outcome.
This is particularly sensitive because Tehran is not only seeking a ceasefire, but also aiming to shape its terms and claim political credit for it. Israel, for its part, appears intent on preventing the emergence of any unified, multi-front framework linking Lebanon to the broader conflict.
Meanwhile, the talks themselves have extended over several hours, with reports pointing to sustained engagement at both the political and technical levels.
This dynamic can be read in two ways. On the one hand, the willingness of both sides to remain at the table suggests a shared interest in exploring the possibility of an agreement.
On the other hand, the length and intensity of the discussions also reflect the complexity of the issues involved, particularly as negotiations move beyond general principles into technical details, where disagreements tend to become more entrenched.
Under these conditions, the most realistic/optimistic near-term outcome would be a framework agreement rather than a comprehensive deal.
Such an outcome would likely be accompanied by an extension of the ceasefire, buying time for both sides to negotiate the more contentious elements.
Meanwhile, one of the more striking aspects of the talks so far is what does not appear to be at the center of the discussion.
Despite earlier statements by Trump that the nuclear issue constitutes “99%” of the problem, reporting from both Iranian and non-Iranian sources suggests that the primary sticking points are Hormuz and Lebanon.
This points to a potential mismatch in how each side is framing the negotiations publicly, and possibly in how they are prioritizing issues internally.
It remains unclear whether Iran is attempting to leverage its control over the Strait of Hormuz in exchange for concessions on the nuclear file, or whether the linkage between these issues is more indirect.
What is clear, however, is that the current phase of negotiations is being driven more by immediate strategic considerations than by the longer-standing nuclear dispute.
This is also reflected in Iran’s evolving position on the issue of frozen assets.
Initially, Ghalibaf’s demand was widely interpreted as referring to roughly $6 billion held in restricted accounts following earlier arrangements. However, Iranian state media has since expanded this figure significantly.
According to these accounts, approximately $27 billion in Iranian assets remain frozen across multiple jurisdictions, including funds held in Europe, the Persian Gulf, and Asia, largely as a result of U.S. sanctions.
Framed in this way, the issue is no longer a limited concession, but a central component of any potential agreement, elevating it to the level of a core bargaining demand.
At the same time, the idea of trading concessions on the nuclear program for gains elsewhere, particularly on Hormuz, has drawn criticism within Iran.
Some commentators argue that uranium enrichment should not be treated as a bargaining chip, but as a sovereign right and a key element of Iran’s long-term strategic development.
From this perspective, any significant compromise on enrichment would carry implications that extend well beyond the current negotiations.
That said, this line of argument may also point toward a possible middle ground. Iran could, in principle, agree to limit or temporarily suspend its enrichment activities while securing formal recognition of its right to do so, alongside concessions on other issues.
Such a formulation would allow Tehran to preserve its core claim to nuclear sovereignty while still creating space for a negotiated outcome.
At the same time, Iranian interpretations of Israeli behavior suggest a growing concern that external actors are actively working to undermine the talks.
Continued strikes in Lebanon, combined with statements by Netanyahu regarding the possibility of further action against Iran’s nuclear program in the future, are being read as attempts to raise the costs of compromise.
Within this framework, even in the event of a framework agreement, there is a widespread expectation in Iran that Israeli actions could still disrupt the process.
This could take the form of political pressure on Washington to limit its commitments, or clandestine operations designed to provoke an Iranian response and break the ceasefire.
At the same time, developments on the ground suggest that both sides are preparing for the possibility that diplomacy may fail.
On the Iranian side, there are indications of efforts to restore missile infrastructure and reconstitute capabilities damaged during the war, alongside reports of potential Chinese support in air defense.
Estimates that Iran retains a substantial ballistic missile inventory further reinforce the perception that it continues to maintain significant strike capacity.
On the other side, open-source reporting points to a noticeable increase in U.S. and Israeli logistical activity in the lead-up to the talks, including multiple heavy transport aircraft delivering equipment to bases across the region.
In that sense, diplomacy seems to be moving forward, but it is doing so alongside parallel preparations for conflict. The talks in Islamabad are not simply an attempt to resolve the crisis, but part of a broader process in which negotiation and escalation remain deeply intertwined. 7:28AM 12 April 2026
Esmaeil Baqaei on X: "دیپلماسی برای ما ادامه جهاد مقدس مدافعان ایران زمین است. تجربه بدعهدیها و بدسگالیهای آمریکا را فراموش نکرده و نمیکنیم. همانطور که جنایات شنیع ارتکابی آنها و رژیم صهیونیستی در جریان جنگهای تحمیلی دوم و سوم را نخواهیم بخشید. امروز روز پر کار و طولانی برای هیات نمایندگی جمهوری" / X Diplomacy for us is the continuation of the sacred jihad of the defenders of the Iranian land. We have not forgotten and will not forget the experiences of America's breaches of promise and malicious acts. Just as we will not forgive the heinous crimes committed by them and the Zionist regime during the course of the second and third imposed wars.
Today was a busy and long day for the delegation of the Islamic Republic of Iran in Islamabad. The intensive negotiations that began from the morning of Saturday with Pakistan's benevolent efforts and mediation have continued without interruption until now, and numerous messages and texts have been exchanged between the two sides. The Iranian negotiators are employing all their capabilities, experience, and knowledge to safeguard Iran's rights and interests. The heavy loss of our great elders, dear ones, and fellow countrymen has made our resolve to pursue the Iranian nation's interests and rights firmer than ever before.
Nothing can or should deter us from pursuing our great historical mission toward our beloved homeland and noble Iranian civilization. The Islamic Republic of Iran is determined to utilize all tools, including diplomacy, to secure national interests and protect the country's well-being. In the past 24 hours, discussions were held on various dimensions of the main negotiation topics, including the Strait of Hormuz, the nuclear issue, war reparations, lifting of sanctions, and the complete end to the war against Iran and in the region. The success of this diplomatic process depends on the seriousness and good faith of the opposing side, refraining from excessive demands and unlawful requests, and the acceptance of Iran's legitimate rights and interests.We express our appreciation to the government and the warm-hearted and noble people of the Islamic Republic of Pakistan for hosting the negotiations and their benevolent efforts in advancing this process. 10:29AM 12 April 2026
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