According to officials, Tehran’s proposal suggests postponing discussions on its nuclear programme until after the war ends and maritime disputes in the Gulf—particularly around the Strait of Hormuz, are settled. Washington, however, insists that nuclear issues must be addressed from the outset, making the proposal unacceptable in its current form.
The White House reiterated its stance, with spokesperson Olivia Wales stating that the US would not negotiate publicly and had already made its “red lines” clear. The disagreement highlights a fundamental gap in negotiation sequencing between the two sides.
The situation has further complicated diplomatic efforts involving Abbas Araghchi, who recently travelled between regional capitals, including Islamabad, Muscat, and Moscow, in an attempt to build momentum for talks. A planned US delegation visit to Islamabad, expected to include envoy Steve Witkoff, was also cancelled, signalling stalled engagement.
Meanwhile, oil markets have reacted sharply to the continued uncertainty. Disruptions in tanker movement through the Strait of Hormuz, one of the world’s most critical energy corridors—have pushed prices higher. Shipping data shows a dramatic drop in vessel traffic, with only a handful of ships passing through the route recently, none carrying oil for global markets.
Iran has strongly criticised US actions at sea, calling the seizure of oil tankers a violation of international law. The maritime standoff, combined with disagreements over nuclear policy, remains a central obstacle to any ceasefire or long-term agreement.
The deadlock underscores the broader challenge facing negotiators: aligning immediate de-escalation measures with long-standing disputes over Iran’s nuclear ambitions, which continue to define the trajectory of the conflict.
