US and Iranian officials signed a memorandum of understanding in mid-June 2026 that extended a ceasefire, reopened the Strait of Hormuz to commercial traffic, and outlined limited sanctions relief while deferring core nuclear issues. The framework sets a 60-day window ending around mid-August for technical negotiations on uranium enrichment limits, down-blending of existing highly enriched stockpiles under IAEA supervision, verification measures, and related sanctions. Planned follow-on talks in Switzerland were postponed amid regional tensions. These developments, following earlier rounds of diplomacy and a period of direct conflict, have shaped trader assessments of whether a comprehensive final agreement on Iran's nuclear program can be finalized before the interim deadline or any specified market resolution date. Key variables include compliance steps, IAEA access, and any external pressures from other regional actors.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日IAEA confirms inspectors will have access to Iran's nuclear sites under interim deal
December 31 drops to 48%7%
The IAEA Director General confirmed that the interim peace deal grants UN inspectors access to Iran's nuclear sites, supporting the US claim and providing some reassurance to markets, though skepticism remained.
Iran fires drones at Strait of Hormuz violating ceasefire agreement
June 30 dips to 0%1%
On June 26, 2026, President Trump stated that Iran fired four one-way attack drones at the Strait of Hormuz, one hitting a cargo ship, violating the temporary 60-day ceasefire extension and undermining trust in finalizing the nuclear deal, causing sharp market declines for near-term outcomes.
President Trump accuses Iran of violating ceasefire by drone attacks in Strait of Hormuz
July 31 dips to 4%1%
On June 26, President Trump stated that Iran fired attack drones at commercial shipping in the Strait of Hormuz, violating the ceasefire agreement. This escalated tensions and negatively impacted market confidence in a timely final deal.
UN Nuclear Chief Says Inspections Will Occur but Iran Insists Only After Final Deal
August 13 dips to 13%1%
IAEA Director General Rafael Grossi stated that nuclear site inspections would proceed under the interim deal, but Iranian diplomats publicly rejected this, stating inspections would only happen after a final deal is signed.
Trump Threatens to Abandon Iran Negotiations Over Strait of Hormuz Toll Proposals
August 31 dips to 24%4%
President Donald Trump warned he would walk away from talks if Iran and Oman attempted to impose transit fees on commercial vessels in the Strait of Hormuz, highlighting the fragility of the ongoing negotiations.
U.S. confirms no final nuclear instrument signed as June 14 deadline passes
June 30 dips to 0%1%
A follow‑up statement from the U.S. confirmed no signed final nuclear document had been exchanged, prompting the market to settle at 0% for the June 30 outcome as the deadline passed without a qualifying instrument.
US Ambassador warns Iran on nuclear fixation; sanctions waiver granted for 60 days
August 18 rises to 22%2%
US officials warned Iran that failure to abandon nuclear ambitions could lead to sanctions reimposition, while the Treasury granted a 60-day sanctions waiver, reflecting ongoing diplomatic pressure and uncertainty about deal completion before August deadlines.
IAEA chief says inspectors will visit Iranian enrichment sites under interim deal
IAEA Director‑General Grossi announced that inspectors would visit Iran’s enrichment sites as part of the interim deal, providing a concrete, measurable benchmark (inspection visits). The news cemented expectations that no final, nuclear‑restriction instrument had yet been signed, keeping the market at 0 % Yes for the June 30 outcome.
Conflicting US and Iran statements on nuclear inspections cloud negotiations
August 13 dips to 13%1%
On June 23, US and Iranian officials publicly disagreed over whether Iran had agreed to nuclear inspections of bombed sites, with President Trump affirming agreement and Iran denying it. This dispute increased doubts about the final deal's feasibility.
Pezeshkian Declares Iran's Missile Program Will Never Be Part of Future Agreements
August 31 dips to 26%2%
Iranian President Masoud Pezeshkian firmly ruled out including Iran's ballistic missile program in any final agreement, reinforcing the rigid boundaries of Tehran's negotiating position.
Dispute arises over Iran's agreement to nuclear inspections
July 31 plunges to 4%41%
Conflicting statements emerged between the US and Iran regarding whether Tehran agreed to allow UN inspectors to visit bombed nuclear sites, creating uncertainty and dampening market confidence for a deal by July 31.
Violence resumes in southern Lebanon threatening ceasefire and diplomatic progress
August 13 dips to 13%1%
Renewed Israeli military actions in southern Lebanon and resulting casualties risked destabilizing the ceasefire and complicating US-Iran negotiations, contributing to market skepticism about timely deal finalization.
U.S.–Iran dispute over nuclear inspections clouds final‑deal work
August 13 plunges to 14%31%
NPR reported a dispute over nuclear inspections, noting that the U.S.‑Iran talks were stalled by disagreement on verification mechanisms. The coverage signaled a breakdown in negotiations, further lowering market confidence.
Trump asserts Iran agreed to unlimited nuclear inspections as Tehran denies it
Trump posted on Truth Social that Iran had agreed to “highest‑level” nuclear inspections “infinity”. Iran simultaneously denied any agreement. The contradictory statements deepened market scepticism, pushing the Yes price down to around 20 %.
Dispute arises over nuclear inspections as US and Iran negotiate final deal
August 31 dips to 24%4%
On June 23, 2026, a dispute emerged between the US and Iran over whether Tehran had agreed to allow UN inspectors to examine bombed nuclear sites, complicating final deal negotiations and reducing market confidence in near-term resolution.
US and Iran Establish Working Groups to Negotiate Final Deal Within 60 Days
July 31 dips to 5%1%
Following high-level regional visits, mediators announced that the US and Iran agreed on a roadmap and formed four working groups to negotiate a final agreement, confirming that a final deal would not be reached in June or July.
Dispute over nuclear inspections clouds efforts to finalize war-ending deal
August 18 dips to 20%2%
Disagreements between the US and Iran over nuclear inspection protocols created uncertainty about the final deal's terms, dampening market confidence and contributing to price declines for earlier resolution dates.
U.S. Treasury grants 60‑day license for Iranian oil sales
August 13 plunges to 14%31%
The Treasury Department issued a 60‑day license to allow Iranian oil exports, signalling sanctions relief linked to the MOU. Traders interpreted this as progress but remained skeptical about a concrete nuclear benchmark, pushing the price down to the low‑20 % range.
U.S. Vice‑President says Iran will allow IAEA inspectors
August 18 plunges to 22%23%
Vance publicly claimed Iran had agreed to allow IAEA inspectors back, creating short‑term optimism that a measurable nuclear limitation was forthcoming. The market briefly rose to around 23 % before the claim was challenged.
Iran agrees to allow UN nuclear inspectors back as part of US deal
August 13 plunges to 13%32%
Iran agreed to permit UN nuclear inspectors to return, a key step for nuclear transparency, while the US promised to lift sanctions and reopen the Strait of Hormuz. This development was seen as a major milestone, improving market sentiment for a final deal by August 13.
US Vice President JD Vance announces Iran agreed to invite IAEA nuclear inspectors back
JD Vance stated that Iran had agreed to allow International Atomic Energy Agency inspectors to return, marking a major milestone toward denuclearization. However, Iran denied making new commitments, creating uncertainty and contributing to market skepticism.
U.S. says Iran consents to IAEA inspections, nuclear details still open
August 18 plunges to 22%23%
U.S. Vice President JD Vance announced that Iran agreed to allow IAEA inspectors, but reporters highlighted that nuclear specifics remained unsettled, reinforcing market belief that a qualifying instrument was unlikely.
Iran ties nuclear talks to lifting of oil‑port blockade, says Guardian
July 31 plunges to 5%40%
The Guardian noted Iran’s insistence on lifting the oil‑port blockade before any nuclear element could be discussed, underscoring that no concrete nuclear limitation had been agreed—reinforcing market pessimism.
Vance says Iran to let international nuclear inspections resume after 'good day' of talks
Vance reported that Iran would allow nuclear inspectors to return, providing the first concrete, measurable nuclear provision (inspection access) and further lowering market optimism for a qualifying final instrument.
Market signals suggest US‑Iran nuclear deal may miss June 30 deadline amid ongoing diplomacy
A Polymarket analysis piece reported that traders were heavily betting against a deal by June 30 after new US‑Iran draft changes and inspection disputes, explaining the market’s slide to near‑zero odds for the June 30 outcome.
US Waives Oil Sanctions Through August 21 Under Interim Agreement Terms
August 18 plunges to 19%26%
The US Treasury confirmed temporary waivers on Iranian oil sanctions through August 21, 2026, aligning with the 60-day negotiation window and reinforcing that a final deal would not be finalized until late August.
US Vice President JD Vance Announces Iran Agreed to Return of UN Nuclear Inspectors
July 31 plunges to 6%39%
Vice President JD Vance stated that Iran agreed to allow IAEA inspectors back into the country as part of the sanctions-lifting and oil export agreement, though Tehran downplayed making new concessions.
Iran agrees to allow UN nuclear inspectors to return as part of US-Iran talks progress
August 31 rises to 28%2%
Iran's agreement to allow nuclear inspectors back was a concrete, measurable step toward nuclear transparency, marking a milestone in negotiations and influencing market perceptions of a potential final deal.
Iran halts maritime traffic through Strait of Hormuz amid ceasefire enforcement disputes
July 31 dips to 5%1%
Iran's closure of the Strait of Hormuz in response to ongoing Israeli strikes and perceived US failure to enforce ceasefire terms heightened tensions and risked undermining negotiations, negatively impacting market optimism for a quick deal.
US Temporarily Eases Oil Sanctions on Iran Under 60-Day License
August 31 plunges to 25%20%
U.S. Treasury Secretary Scott Bessent announced a temporary 60-day waiver allowing Iran to export crude oil through August 21, aligning with the 60-day negotiation window and pushing expectations for a final deal past June and July.
Iran agrees to UN nuclear inspectors’ return amid sanctions relief talks
August 31 plunges to 25%20%
Iran agreed to allow UN nuclear inspectors back as part of an agreement involving lifting sanctions and reopening the Strait of Hormuz, signaling progress but with Tehran denying new nuclear concessions, causing mixed market reactions.
US-Iran Talks Begin in Switzerland as Negotiators Arrive for Post-MOU Diplomacy
June 30 plunges to 1%38%
Iranian Parliament Speaker Mohammad Bagher Ghalibaf arrived in Switzerland to begin the technical phase of negotiations following the mid-June framework agreement. This confirmed that the immediate June 30 deadline was highly unlikely to be met, shifting focus to later dates.
U.S. and Iran agree to ‘road map’ for final deal, mediators say
Vice President Vance announced a ‘road map’ for a final deal and said Iran had agreed to invite IAEA inspectors, suggesting concrete progress on a measurable nuclear benchmark. The news temporarily slowed the price decline but still left the market bearish.
US and Iran establish High Level Committee for political oversight of mediation
August 13 plunges to 15%30%
The parties agreed to create a High Level Committee to oversee mediation and lead working groups on nuclear, sanctions, and dispute resolution issues, signaling structured progress but no final deal yet.
U.S. and Iran hold Swiss summit, unveil 60‑day roadmap to final deal
August 31 plunges to 25%20%
High‑level talks in Buergenstock, Switzerland produced a joint statement announcing a roadmap to a final deal within 60 days but offered no signed instrument. The optimism generated a brief price dip before the market fell further as doubts grew.
U.S. and Iran unveil roadmap for final deal at Swiss talks
August 13 plunges to 14%31%
U.S. Vice‑President JD Vance announced that the first round of talks in Switzerland produced a “road‑map” for a final deal, including a high‑level committee. The announcement gave the market a temporary bounce, reflected by a modest price dip from 45 % to the low‑20 % range.
Trump threatens Iran with renewed bombing and control of Strait of Hormuz
August 18 plunges to 24%21%
President Trump threatened to "hit Iran very hard again" and to "take over" the Strait of Hormuz if a deal was not reached, disrupting talks and increasing tensions. This threat caused a sharp market drop as it raised doubts about the diplomatic process.
US and Iran establish High Level Committee to oversee mediation
August 18 plunges to 23%22%
The US and Iran agreed to create a High Level Committee to provide political oversight and lead working groups on nuclear issues, sanctions, and dispute resolution, signaling structured progress in negotiations and boosting market confidence for a deal by August 18.
US and Iran agree on roadmap for final nuclear deal in Switzerland talks
August 31 plunges to 26%19%
US and Iran negotiators, mediated by Qatar and Pakistan, agreed on a roadmap aiming for a final deal within 60 days, establishing working groups on nuclear, sanctions, and dispute resolution. This progress raised market optimism for a deal by August 31.
US and Iran establish High Level Committee to oversee mediation and technical working groups
August 31 rises to 26%1%
The parties agreed to create a High Level Committee providing political oversight and leading working groups on nuclear, sanctions, and dispute resolution, signaling structured progress in negotiations and supporting market confidence in a deal by late August.
US and Iran agree on roadmap for final nuclear deal and Lebanon deconfliction
December 31 dips to 54%1%
On June 21, 2026, the US and Iran agreed on a roadmap for a final deal including working groups on nuclear, sanctions, and dispute resolution, and a mechanism to end hostilities in Lebanon. This progress raised market optimism for later resolution dates.
US and Iran hold high-level talks in Switzerland, agree on roadmap for final deal
September 30 rises to 33%1%
Negotiations in Switzerland produced a joint statement on June 21 announcing a roadmap to reach a final deal within 60 days, including establishing committees on nuclear monitoring and sanctions. This progress briefly slowed market declines but did not reverse bearish sentiment.
Iranian Delegation Demonstrates Hardline Stance at Switzerland Peace Talks
June 30 plunges to 1%38%
Reports emerged detailing the Iranian delegation's highly assertive behavior at the Switzerland talks, including skipping handshakes and walking out when discussions heated up, signaling intense friction.

外部リンクに注意してください。
外部リンクに注意してください。
よくある質問