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24/04/2026

China

17 April 2026

Taiwan’s opposition Kuomintang (KMT) Chairwoman Cheng Li-wun reiterated standard PRC rhetoric during her April 10 meeting with CCP General Secretary Xi Jinping. The PRC is setting conditions for continued cooperation with the KMT. The PRC’s readout for the Cheng-Xi meeting emphasized cross-strait integration, criticized “Taiwan independence” activists, and stated that the KMT and CCP would continue working together to promote cross-strait relations. Taiwanese media reported that Cheng avoided directly answering whether she supported Xi’s vision of “reunification.” Cheng did state that “Taiwan’s achievements and the mainland’s achievements are all achievements of the Chinese nation,” echoing PRC rhetoric on the shared “national rejuvenation” of the “Chinese nation.” PRC rhetoric uses this phrasing to reference the PRC’s development and modernization, as well as the “peaceful reunification” of Taiwan and the PRC under ”one country, two systems.” Cheng and Xi reiterated their support for the 1992 Consensus, an unofficial agreement between the KMT and CCP that states that both sides agree that there is “one China,” but disagree on whether that “China” is the PRC or the Republic of China (ROC).

Cheng is the first sitting KMT chairperson to meet with Xi since then-KMT Chairwoman Hung Hsiu-Chu in 2016. Hung similarly referenced the “rejuvenation of the Chinese nation” and emphasized cross-strait exchanges. The PRC cut off communications with Taiwan following the May 2016 election of former Democratic Progressive (DPP) President Tsai Ing-wen. Former and current KMT politicians have facilitated dialogue with the CCP since then, allowing the KMT to present itself as the facilitator of cross-strait exchanges.

The PRC is continuing its multi-domain coercion efforts targeting Taiwan as a means to achieve “peaceful reunification.” The PRC released a ten-point plan to increase cross-strait integration, particularly with Taiwan’s offshore islands Kinmen and Matsu, following the Xi-Cheng meeting. The measures proposed establishing infrastructure ties between Kinmen and Matsu and the PRC’s Fujian province, the closest province to Taiwan, and allowing direct flights between Taiwan and certain cities in the PRC. The PRC has targeted Kinmen in numerous acts of coercion, including aerial and maritime incursions meant to erode the islands’ threat awareness. The PRC may be working to increase economic links between the PRC and Taiwan’s offshore islands to spread the notion that cross-strait cooperation is economically beneficial for Taiwan and thus improve Taiwanese public sentiment towards cross-strait integration. Kinmen and Matsu have closer economic and political ties to the PRC than the main island of Taiwan due to their proximity to PRC territory, which the PRC may assess as making them more amenable to economic integration efforts. Taiwanese scholars expressed concerns that the PRC’s proposed infrastructure initiatives could increase Taiwan’s economic dependence on the PRC or foment internal divisions in Taiwan.

READ THE FULL UPDATE
KEY TAKEAWAYS
• KMT-CCP Dialogue: KMT Chairwoman Cheng Li-wun met with CCP General Secretary Xi Jinping and delivered statements that repeated standard PRC rhetoric about the “rejuvenation of the Chinese nation” and opposing “Taiwan independence.” The PRC released a ten-point plan to increase cross-strait integration with a particular focus on Taiwan’s offshore islands.

• PRC-Iran Relations: The PRC likely aided Iranian targeting capabilities and may be assisting Iran’s efforts to reconstitute its air defenses. The PRC is likely acting to maintain the stability of the Iranian regime, but is unlikely to engage significantly in the conflict to prevent provoking a US response and angering the Gulf States.

• PLA Activity in Taiwan: The PRC has likely practiced clandestine insertions into Taiwanese territory during PLA exercises. The PRC could use these methods to insert special forces, saboteurs, or civilians to undermine Taiwanese defenses during an invasion scenario

14 April 2026

North Korea invited People’s Republic of China (PRC) Foreign Minister Wang Yi to Pyongyang to push for greater bilateral cooperation and possibly facilitate US-North Korea engagement if the United States agreed to North Korea’s terms. PRC Foreign Minister Wang Yi visited North Korea from April 9 to 10 for the first time since September 2019. North Korea invited Wang to visit, according to North Korean state media. Wang held talks with North Korean Foreign Minister Choe Sun Hui, during which both agreed to increase exchanges and cooperation throughout 2026 to mark the 65th anniversary of the 1961 Treaty of Friendship, Cooperation, and Mutual Assistance and strengthen “strategic communication.” The treaty is a mutual defense pact that commits the PRC and North Korea to provide military support to one another during a conflict. Wang stated that North Korea had successfully weathered isolation and pressure from “the United States and other Western forces.” The PRC Foreign Ministry’s readout stated that North Korea fully supported the “One China principle” and the PRC’s position on “Taiwan, Tibet, and Xinjiang.” North Korea’s readout from the Wang-Choe meeting on April 9 omitted any mention of Taiwan. Workers’ Party of Korea (WPK) General Secretary Kim Jong Un expressed “full support” for the PRC’s “legitimate” territorial claim to Taiwan during a separate meeting with Wang on April 10, however. The readouts did not mention the United States or South Korea.

North Korea may deploy cluster munition warheads on its ballistic missiles to complicate South Korean efforts to intercept them in wartime. North Korea could be learning from Iran’s use of cluster munitions during its conflict with Israel and the United States. North Korea is conducting missile launch tests on April 7 and 8 of its KN-25 short-range ballistic missile (SRBM) and KN-23 SRBM, also known as the Hwasong-11A. The KN-25 launch disappeared early in flight, possibly indicating that the launch failed. The two KN-23 launches fired the missiles approximately 240km and 700km, respectively. North Korean state media claimed that it tested a cluster munition warhead on the KN-23 that could deploy submunitions over 16 to 17 acres. Cluster munitions contain dozens of smaller bomblets within the warhead that disperse before the missile hits the ground, allowing a single missile to target a wide area. North Korean Foreign Minister Choe Son Hui criticized the United States in July 2023 for sending cluster munitions to Ukraine, stating that the use of the munition was “internationally banned.” North Korea has likely exported cluster-armed rockets to Russia in support of its war in Ukraine.

ISW-CDOT has assessed that North Korea is prioritizing ballistic missile technology, such as low missile apogees and quasi-ballistic trajectories, that could complicate South Korean efforts to intercept North Korean missiles. Adding the capability to arm its short-range missiles with cluster munition warheads would likely further increase the likelihood that North Korean missiles could overwhelm South Korea’s ballistic missile defenses. Cluster munitions could also allow North Korea to pe*****te South Korea’s missile defense network even if its missile launching capabilities are severely degraded, as it does not need to launch a large number of cluster-armed warheads to avoid interception, as it would with conventionally armed missiles.

READ THE FULL UPDATE

KEY TAKEAWAYS
• North Korea-PRC Relations: North Korea invited PRC Foreign Minister Wang Yi to visit Pyongyang for the first time since 2019 to discuss ways to deepen PRC-North Korea relations. The timing of this meeting and previous statements made by Kim Jong Un may suggest that North Korea wants the PRC to help facilitate future US-North Korea dialogue when Donald Trump meets with Xi Jinping.
• North Korean Military Development: North Korea may deploy cluster munition warheads on its ballistic missiles to make them more difficult to intercept. This may indicate that North Korea is learning lessons from Iran’s war with the United States and Israel

10 April 2026

The PRC attempted to provide limited material support to Iran amid its conflict with the United States. PRC support may help Iran reconstitute its missile program and may have improved its ability to target US assets in the Middle East. The Telegraph reported on April 3 that five shipments of sodium perchlorate, a precursor material for solid missile propellant, arrived in Iran from the PRC. The PRC previously supported Iran’s missile program by providing it sodium perchlorate following the Twelve-Day War in June 2025. ABC Australia on April 5, cited an unnamed US Defense Intelligence Agency (DIA) official as saying that Iran used satellite imagery from PRC company MizarVision to target US military assets in the Middle East. MizarVision has published satellite imagery with artificial intelligence (AI)-assisted tagging showing the precise locations of military equipment in US Middle East military bases since US military buildup in the region began in February. The PRC government has a minority stake in MizarVision, and the PRC may have enabled MizarVision to publish its imagery for free for several weeks. Iran does not maintain its own satellite constellation and may have leveraged open-source data to improve the accuracy of its missile and drone strikes.

ISW-CDOT has assessed that the PRC has refrained from significantly supporting Iran during its conflict with the United States to prevent jeopardizing PRC relations with Gulf States and avoid US retaliation. The PRC may be attempting to support Iran using means below the threshold that would trigger US retaliation, however. Sodium perchlorate shipments could allow Iran to partially reconstitute its missile program. These efforts indicate the PRC remains invested in the outcome of the conflict between Iran and the United States and in maintaining the stability of the Iranian regime, despite framing itself as a neutral mediator.

Taiwanese opposition Kuomintang (KMT) Chairwoman Cheng Li-wun met with CCP General Secretary Xi Jinping on April 10 during her six-day visit to the PRC. Cheng and Xi repeated typical rhetoric about adhering to the 1992 Consensus and opposing “Taiwan independence” as the foundation of peaceful cross-strait relations. Director of the Taiwan Affairs Office (TAO) Song Tao stated on March 30 that Xi officially invited Cheng to lead a KMT delegation to Jiangsu, Shanghai, and Beijing from April 7 to 12 in response to Cheng’s expressed desire to visit the PRC. Cheng is the first sitting KMT Chairperson to visit the PRC since then-KMT Chairman Eric Chu in 2015. Cheng has continually expressed her desire to speak with CCP leadership since becoming KMT Chairwoman in November 2025, emphasizing the importance of countering the “provocative” behavior of the ruling Democratic Progressive Party (DPP) and Taiwanese President William Lai Ching-te. Cheng “gladly accepted” Xi’s invitation and stated that she hopes she can be a “bridge for peace” between Taiwan and the PRC. The PRC cut off communications with Taiwan following the May 2016 election of former DPP President Tsai Ing-wen. Former and current KMT politicians have facilitated dialogue with the PRC in the years since, allowing the party to present itself as the facilitator of cross-strait exchanges. Cheng and portions of the KMT may be attempting to leverage this meeting and the KMT’s ability to engage with the PRC to place the party in a favorable position prior to the 2026 local elections.

READ THE FULL UPDATE

KEY TAKEAWAYS
• The PRC provided Iran with material support amid Iran’s conflict with the United States. PRC support is likely aiding Iran’s missile program reconstruction and improving Iran’s targeting abilities.

• KMT Chairwoman Cheng Li-wun met with CCP General Secretary Xi Jinping on April 10, the first such meeting in over a decade. Cheng and Xi reiterated their desire to continue cross-strait exchanges that adhere to the 1992 Consensus and oppose “Taiwan Independence.”

• The KMT requested a delay to the LY’s review of the three competing special defense budget proposals until mid-April. Taiwanese officials speculated that this delay could be due to Cheng Li-wun’s visit to the PRC

7 April 2026

South Korea is pre-emptively addressing potential nonproliferation concerns stemming from its plans to build a nuclear-powered attack submarine (SSN). South Korea’s Ministry of Foreign Affairs (MOFA) plans to invite International Atomic Energy Agency (IAEA) Director General Rafael Grossi to Seoul to discuss the IAEA verification procedures required for the construction of SSNs. US President Donald Trump approved South Korea’s plan to build SSNs during his October 29 summit with South Korean President Lee Jae Myung. A November 13 US-South Korea joint factsheet indicated that Washington would work with Seoul to achieve construction requirements, including exploring “avenues to source fuel.” SSNs use nuclear reactors fueled by enriched uranium, enabling extended endurance without refueling for 30 to 40 years. South Korea’s diesel-electric submarines must surface to charge their batteries every 20 days, however.

US and UK SSNs use highly enriched uranium (HEU), and Australia is acquiring United States-designed HEU-powered SSNs under AUKUS. HEU of over 60 percent concentration is used to make nuclear weapons. Australia’s program has therefore involved IAEA safeguards. South Korea has not yet determined the source of its fuel supply or whether its SSNs will use HEU or low-enriched uranium (LEU). LEU is not sufficiently enriched to be used for nuclear weapons, so using LEU may help to alleviate some proliferation concerns. South Korea would still require IAEA verification to produce the SSNs regardless of whether it chooses HEU or LEU. Trump suggested in October 2025 that the submarines could be built at the United States-based Hanwha Philly Shipyard. South Korean National Security Council Advisor Wi Sung-lac said in November 2025 that the submarines would be built domestically, however. South Korea currently relies on US nuclear technology and fuel to operate its commercial nuclear energy reactors under the “123 agreement,” which restricts South Korea’s use of transferred nuclear material for any military purpose. The United States would have to revise Article 13 of the 123 agreement to supply fuel for South Korean SSNs. The US Congress would not have to approve this revision, but the revision must undergo a 90-day congressional review period before taking effect. Several US senators raised concerns regarding South Korean nuclear proliferation in a January 30 letter to Trump.

South Korean President Lee Jae Myung expressed regret to North Korea on April 6 over recent South Korean drone incursions, which elicited a positive response from Workers’ Party of Korea (WPK) General Secretary Kim Jong Un’s sister Kim Yo Jong. The Lee administration will likely interpret Kim’s statement positively, though ISW-CDOT does not assess that inter-Korean dialogue is likely. Lee expressed his regret over the drone incursion for the first time on April 6, describing the incident as an act by reckless individuals that prompted unnecessary military tension. South Korean Minister of Unification Chung Dong-young expressed the Ministry of Unification’s (MOU) regret over the incident multiple times in February, to which Kim Yo Jong also responded favorably. Three South Korean civilians, a National Intelligence Service employee, and two active-duty South Korean military officers allegedly sent drones into North Korean airspace four times between September 2025 and January 2026. Kim Yo Jong responded positively to Lee’s statement on the same day it was made, conveying that Kim Jong Un assessed Lee’s stance as that of a “frank and broad-minded man’s attitude.”

KEY TAKEAWAYS
• South Korean Nuclear Submarines: South Korea is pre-emptively planning to meet with the IAEA to assuage potential proliferation concerns stemming from its plan to develop nuclear submarines. South Korean officials are pursuing nuclear submarine development to address perceived capability gaps in countering North Korean capabilities.

• Inter-Korean Relations: WPK General Secretary Kim Jong Un’s sister Kim Yo Jong responded positively to South Korean President Lee Jae Myung’s expression of regret over a recent South Korean drone incursion into North Korea. ISW-CDOT does not assess that this will make inter-Korean dialogue more likely in the near future, however

7 April 2026

Taiwan’s main opposition parties, the Kuomintang (KMT) and Taiwan People’s Party (TPP), are preventing Taiwan from acquiring systems critical to modern warfare. Deadlock in Taiwan’s Legislative Yuan (LY) is also delaying Taiwan’s acquisition of traditional warfighting systems, potentially damaging Taiwan’s military readiness. The LY’s National Defense Committee and Finance Committee held a joint hearing from March 23 to 26 to decide between three competing versions of the Special Budget for Asymmetric War. The lawmakers failed to reach a consensus. Taiwan’s Democratic Progressive Party (DPP) government is promoting a $40 billion budget to procure 200,000 unmanned systems, provide funding for Taiwan’s domestic arms industry, and develop an integrated air and missile defense (IAMD) network, alongside procurements for conventional systems from the United States. Both the TPP and KMT versions of the budget, which total around $12 billion, only fund conventional procurements and omit funding for large-scale drone procurement and IAMD systems. Conflicts in the Middle East and Ukraine illustrate that widespread use of unmanned systems has reshaped modern warfare through the ability of low-cost systems to create battlefield transparency and a pervasive threat of precision strikes. The proliferation of long-range strike drones paired with precision missile strikes likewise necessitates an IAMD network capable of addressing such threats. A special budget that omits funding for significant numbers of unmanned systems and a Taiwanese IAMD network will leave Taiwan with limited ability to integrate lessons from foreign conflicts into its defense posture. It will also limit Taiwan’s ability to build its domestic drone industry, which is critical to reduce dependence on imported systems.

The PLA is emphasizing the development of AI-enabled swarm technology, likely to overwhelm advanced air defenses in Taiwan and US military infrastructure in the Indo-Pacific during a conflict. PRC state broadcasting service CCTV released footage on March 25 of the PRC’s “Atlas” drone swarm system conducting training. PRC state-owned tabloid Global Times published a commentary on the same day claiming that each Atlas launch vehicle can deploy 48 drones, and that a single command vehicle can coordinate 96 drones simultaneously. PLA Daily, the PLA’s official newspaper, published a commentary on March 25 citing examples from the armed forces of Ukraine, Russia, the United States, and Israel to suggest that developing AI-enabled autonomous capabilities for unmanned systems is crucial for countering electronic warfare methods that have been effective against drones, particularly on the Ukrainian battlefield.

The PRC appears to be emphasizing AI-enabled swarming technology in its drone development to produce systems that could saturate modern air defense systems during a Taiwan contingency. PLA Daily’s discussion of battlefield dynamics in Ukraine and the Middle East indicates that the PLA sees high-end air defense systems as inadequate or too costly for drone interception. The PLA could use a large-scale swarm attack to overwhelm and degrade Taiwan’s air defense network and complicate Taiwan’s ability to intercept precision missiles, which the PRC would likely use to create favorable conditions for an amphibious landing.
6 April 2026

The People’s Liberation Army (PLA)’s process of learning lessons from contemporary conflicts in Ukraine and the Middle East is being shaped by its pre-existing conceptions about the future of warfare and pre-existing defense production programs. The PLA’s long-standing intellectual and financial investments in AI-enabled swarm technology and large, sophisticated reconnaissance drones, in particular, are likely skewing the lessons it draws from conflicts in Ukraine and the Middle East. These lessons are not fully congruent with the changing character of modern war, and the PLA’s institutional inertia may lead it to downplay or overlook critical lessons from contemporary conflicts even as it attempts to learn from them. The PLA, as a result, may be preparing for a form of unmanned warfare that is technologically advanced but misaligned with the cost-imposition, attrition-centric dynamics defining contemporary battlefields.

The PLA’s challenges in learning from conflicts abroad will not necessarily render it ineffective, and the PLA’s approach may over time prove the better one. The PLA has also demonstrated its willingness to develop unmanned systems based on its observations in Ukraine and the Middle East. PLA institutional inertia may, however, create an opportunity for Taiwan to develop a more effective method to learn from foreign conflicts that could grant it an asymmetric advantage in wartime.

• Taiwan Special Defense Budget: Taiwan’s main opposition parties are preventing Taiwan from acquiring systems critical to modern warfare, including drones and integrated air defenses.

• PRC lessons from modern wars: The PRC is selectively extracting lessons from contemporary conflicts to support investments in AI-enabled swarm technology. The PRC could use AI-enabled swarm technology to overwhelm advanced air defenses in Taiwan and US military infrastructure in the Indo-Pacific during a conflict

1 April 2026

The PRC is increasing its defense budget at a steady rate, even as its GDP growth slows. The PRC Ministry of Finance proposed a defense budget of approximately 278 billion US dollars for 2026 during the annual “Two Sessions” legislative meeting. The 2026 budget represents a 7 percent budget increase compared to 2025, but is slightly lower than the 7.2 percent yearly budget increase observed over the previous three years. The 2026 budget represents a proportional increase relative to the PRC’s GDP growth target — between 4.5 and 5 percent—the lowest growth target since 1991.

The PRC’s increased military spending amidst slowing economic growth reflects a continued commitment to PLA modernization. CCP General Secretary Xi Jinping linked the PLA’s modernization to the advancement of CCP leadership and party building in the military during a plenary session on March 7 for the PLA and People’s Armed Police. The meeting emphasized the importance of the “two establishes,” “two safeguards,” and the Central Military Commission (CMC) Chairman Responsibility System—concepts that affirm Xi as the CCP’s ultimate political and military authority and assert the PLA’s mission to uphold his leadership. ISW-CDOT has reported extensively on Xi’s ongoing anti-corruption campaign that has removed many of the PLA’s highest-ranking officers, likely in an effort to centralize Xi’s authority and prevent powerful factions from challenging his leadership.

US Forces Korea (USFK) redeployed both Patriot PAC-3 and Terminal High Altitude Area Defense (THAAD) anti-missile systems to the Middle East, which may extend air defense gaps over South Korea. South Korean media reported on March 13 that one THAAD launcher vehicle returned to the Seongju Base after its March 3 relocation, contradicting earlier reports that all six launchers had returned to the base after unloading only the interceptor missiles for redeployment. The relocation of interceptor missiles allows the system to remain operational using spare missiles reportedly stored at another base, while the relocation of launcher vehicles could suspend the system’s operations entirely. South Korea currently does not field an indigenous high-altitude missile interceptor and has relied on one THAAD battery, which includes six launcher vehicles, since 2017 to provide coverage at altitudes between 40 and 150 kilometers. The status of the five other THAAD launch vehicles is unclear. The demand for THAAD interceptor missiles and launcher vehicles remains high in the Middle East, as Gulf states are reportedly running low on missile interceptors against Iranian drone and missile attacks, and requested the United States expedite new supplies on March 5.

The THAAD relocation follows the USFK’s March 5 transport of an unspecified number of Patriot PAC-3 missile interceptors and launchers to the Middle East. South Korea’s integrated air missile defense (IAMD) architecture uses South Korea’s M-SAM-I, M-SAM-II, and Patriot PAC-3 interceptors for the lower-altitude layer below 40 kilometers. The reduction of operational Patriot PAC-3 and THAAD batteries could therefore temporarily compromise South Korea’s multi-layered coverage against potential North Korean missile strikes. North Korea currently has little incentive to conduct direct missile strikes to exploit this gap. Temporary gaps in South Korea’s IAMD could weaken US extended deterrence signaling and reduce the operational readiness of US-South Korean combined forces.

23/04/2026

AOL posts

Iran

22 April 2026

The Islamic Revolutionary Guards Corps (IRGC) Navy attacked and likely redirected two vessels towards Iran on April 22, likely to enforce Iranian claims of sovereignty over the strait to disrupt global shipping and extract US concessions. The IRGC claimed that it “seized” two vessels and directed them to the Iranian coast on April 22. The two vessels — the Liberian-flagged, Greek-owned Epaminondas and the Panamanian-flagged MSC Francesca — appear to have been exiting the Strait of Hormuz at the time of the attacks. An IRGC “gunboat” inflicted “heavy damage” to the Epaminondas’s bridge, and an unspecified attack damaged the MSC Francesca’s hull and accommodation. Both vessels changed direction, sailed into Iranian territorial waters, and idled about seven nautical miles off the coast of Iran. Commercially available maritime tracking data showed that the Epaminondas continued to transit north in Iranian territorial waters. It is unclear why the vessels would have changed course and sailed further inland towards the Iranian coast if not under Iranian es**rt. The IRGC also fired on a third vessel, the Panamanian-flagged, Emirati-operated Euphoria, but the vessel continued its transit after the incident. The IRGC has demanded that the United States lift its blockade over the Strait of Hormuz and effectively halted traffic through the strait on April 18 by attacking several vessels. The IRGC likely aims to raise international shipping prices to extract concessions from the United States, such as ending the US blockade or yielding other demands. The IRGC also may have redirected the two vessels in response to the recent US Navy seizure of the Iranian-flagged, US-sanctioned Touska in the Gulf of Oman on April 19. The Iranian regime had pledged to respond to the incident.

The IRGC has also used its “control” over the strait as a means for IRGC Commander Major General Ahmad Vahidi to flex his own power over internal rivals, such as Parliament Speaker Mohammad Bagher Ghalibaf. Vahidi and his inner circle recently used the IRGC’s leverage over the strait to exercise influence over Iran’s negotiating position. The United States extended the ceasefire yesterday to allow for Iranian leaders to produce a “unified proposal,” but Iranian leaders remain fragmented over Iran’s negotiating strategy, as noted below.

The IRGC’s attacks on shipping and IRGC Commander Major General Ahmad Vahidi’s apparent willingness to scrap US-Iran talks indicate that Vahidi is prepared to resume the war if needed. Vahidi currently holds the most influential position in the regime at this time, apart from the Supreme Leader, who is reportedly seriously injured or incapacitated. The IRGC’s recent attacks on commercial vessels suggest that Vahidi is willing to risk incurring a potential US military response to assert Iranian ”control” over the strait and achieve the subsequent intended effects, as described above. Vahidi also may seek to derail the negotiations and may be attempting to do so by introducing preconditions and interfering with efforts to produce a “unified proposal.” These actions suggest that Vahidi and his inner circle have accepted and are prepared for the risks that such actions would lead to the resumption of the war with the United States.

READ THE FULL UPDATE

KEY TAKEAWAYS
• The Islamic Revolutionary Guards Corps (IRGC) Navy attacked and likely redirected two vessels towards Iran on April 22, likely to enforce Iranian claims of sovereignty over the strait to disrupt global shipping and extract US concessions. The IRGC also may have redirected the two vessels in response to the recent US Navy seizure of the Iranian-flagged, US-sanctioned Touska in the Gulf of Oman.

• The IRGC’s attacks on shipping and IRGC Commander Major General Ahmad Vahidi’s apparent willingness to scrap US-Iran talks indicate that Vahidi is prepared to resume the war if needed. Vahidi appears willing to risk incurring a potential US military response to assert Iranian “control” over the strait.

• Iranian decision-making remains fragmented and in disarray, which explains Iran’s inability to formulate and communicate a coherent negotiating position. Iranian officials have not reached a unified decision on whether to return to negotiations in recent days, and competing regime power centers appear to be blocking consensus on core issues. The regime’s formal decision-making and coordinating mechanisms are also not functioning effectively.

• US officials have recently leaked quantitative estimates of the number of different Iranian assets remaining after the ceasefire. It is extremely difficult to deduce the degree of degradation to Iranian forces based on these estimates because the number of remaining systems is only one of many data points required to form a complete evaluation of military strength

21 April 2026

The United States extended its ceasefire with Iran “until such time as [the Iranian] proposal is submitted and discussions are concluded.” US President DonaldTrump stated on April 21 that Pakistani mediators urged the United States not to resume attacks while Iranian leaders work to produce a “unified proposal.” The reference to a ”unified” proposal appears to imply that previous proposals were not unified in some way, which is consistent with ISW-CTP’s assessment that one challenge with the ongoing negotiations is the divided nature of Iran’s negotiating team. The ceasefire extension comes after a second round of US–Iran negotiations scheduled for April 21 in Islamabad, Pakistan, was cancelled because Iran did not confirm its participation and did not respond to US positions. Trump confirmed that Washington will maintain its blockade of Iranian ports.

Conflicting reports on April 20 and 21 about Iran’s participation in the scheduled negotiations and Iran’s failure to produce a unified proposal reflect the ongoing intra-regime power struggle between Parliament Speaker Mohammad Bagher Ghalibaf and Islamic Revolutionary Guards Corps (IRGC) Commander Major General Ahmad Vahidi. ISW-CTP continues to assess that Vahidi appears to have the upper hand over Ghalibaf at the moment. The Wall Street Journal, citing unspecified sources, reported on April 21 that Iranian officials initially signaled that they would attend the talks but later introduced a precondition following pressure from the IRGC that the United States lift its blockade before negotiations begin. That the regime then adopted this precondition as official regime policy suggests that senior-most IRGC commander Vahidi and aligned actors currently wield significant influence on Iranian decision-making. This dynamic is consistent with reporting that Vahidi is the only senior official who maintains direct access to Mojtaba Khamenei and relays key decisions, which gives him significant power. Ghalibaf has publicly supported negotiations and has not explicitly called for preconditions. The Trump administration seems to have been willing to negotiate in talks without preconditions.

Iranian officials and IRGC-affiliated media are signaling readiness for the imminent resumption of war. IRGC-affiliated Tasnim News Agency reported on April 21 that Iran has prepared for a new phase of fighting. Tasnim added that Iran has assessed the likelihood of renewed conflict as high over the past two weeks and has conducted certain military redeployments and prepared new target lists accordingly. Iranian Judiciary Chief Gholam Hossein Mohseni Ejei separately assessed on April 21 that the likelihood of renewed US and Israeli attacks is high and emphasized the need for preparation. An unspecified senior Israeli security official told Israel’s state broadcaster on April 21 that Israel is preparing for the resumption of fighting with Iran as well. The official assessed that the United States and Iran will fail to reach any understanding and noted that Israel is ready to immediately resume the war.
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* The United States extended its ceasefire with Iran “until such time as [the Iranian] proposal is submitted and discussions are concluded.” Trump confirmed that Washington will maintain its blockade of Iranian ports.

* Conflicting reports on April 20 and 21 about Iran’s participation in the scheduled negotiations and Iran’s failure to produce a unified proposal reflect the ongoing intra-regime power struggle between Parliament Speaker Mohammad Bagher Ghalibaf and Islamic Revolutionary Guards Corps (IRGC) Commander Major General Ahmad Vahidi. ISW-CTP continues to assess that Vahidi appears to have the upper hand over Ghalibaf at the moment.

* Iranian-backed Iraqi militias conducted up to half of the roughly 1,000 drone attacks targeting Saudi Arabia during the war, according to unnamed sources speaking to the Wall Street Journal on April 21. ISW-CTP previously assessed that it is very unlikely that Iranian-backed Iraqi militias would conduct drone attacks against regional states if the Iranian regime opposed such attacks, which suggests that Iran has not ordered its militia partners to cease attacking regional states.

* Hezbollah attacked Israeli forces in southern Lebanon and northern Israel for the first time since the Israel-Lebanon ceasefire took effect on April 16. The IDF struck the Hezbollah rocket launcher responsible for the attack on Israeli forces in Rab el Thalathine.

20 April 2026

Iranian Parliament Speaker Mohammad Bagher Ghalibaf appears to be engaged in a serious intra-regime debate with Islamic Revolutionary Guards Corps (IRGC) Commander Major General Ahmad Vahidi and other senior regime officials opposed to negotiations with the United States. Ghalibaf publicly defended negotiations on Iranian state television on April 18, arguing that diplomacy with the United States, alongside military power, is necessary to secure Iran’s objectives. Ghalibaf also reportedly criticized hardline officials, including Supreme National Security Council (SNSC) member Saeed Jalili and hardline parliamentarian Amirhossein Sabeti, for their opposition to negotiations during a meeting with advisers, but his criticisms were likely implicitly directed at Vahidi. US officials separately told Axios on April 20 that the US negotiating delegation thought it was “negotiating with the right people“ in Islamabad on April 11 and 12 but that the IRGC effectively told the Iranian negotiating delegation upon their return to Tehran that they ”don’t speak for” the IRGC. Senior regime officials, including former IRGC Intelligence Organization Chief Hossein Taeb, reportedly called the Iranian negotiating delegation back to Tehran after it surpassed its mandate. A second US official told Axios that “we aren’t sure who’s in charge and neither do they.” This report is consistent with CTP-ISW‘s assessment that there is a division between Vahidi and his inner circle and members of Iran‘s negotiating team over Iran’s negotiations policy. This report is also consistent with ISW-CTP's assessment that Iranian Supreme Leader Mojtaba Khamenei has not played the role of cohering and arbitrating between various factions as his father used to do, which has likely exacerbated intra-regime fighting.

Vahidi appears to have the upper hand over Ghalibaf at the moment. Vahidi is reportedly the only Iranian official with direct access to Supreme Leader Mojtaba Khamenei and is serving as a conduit for relaying key decisions to other regime officials, according to Israeli media on April 19. Israeli media also reported on April 19 that Iranian officials‘ inability to contact Mojtaba is a significant obstacle to continued US-Iran negotiations. Ghalibaf’s push for diplomacy and apparent effort to reach a deal may also be a bid to protect his domestic position and maintain credibility. Ghalibaf reportedly fears that both his and Araghchi’s positions are at risk if the IRGC consolidates control. Ghalibaf’s removal as the parliament speaker would represent a major defeat for Ghalibaf and his domestic positions and signify a victory for Vahidi. These reports are consistent with ISW-CTP's ongoing assessment that Vahidi and members of his inner circle have likely consolidated control over not only Iran’s military response in the conflict but also Iran’s negotiations policy.

US and Iranian delegations will reportedly meet in Islamabad, Pakistan, for a second round of talks in the coming days. Two US officials speaking to the New York Times on April 20 stated that US Vice President JD Vance will travel to Pakistan on April 21. Two Iranian officials told the New York Times that Iranian Parliament Speaker Mohammad Bagher Ghalibaf, who led the Iranian delegation in the first round of talks, would attend the upcoming talks if Vance attended. US and Iranian demands appear to have largely stayed the same. US officials speaking to the Wall Street Journal stated that the US delegation is pushing for the immediate reopening of the Strait of Hormuz, a pause in Iranian uranium enrichment for at least 20 years, and the removal of Iran’s highly enriched uranium (HEU) stockpile from Iran. The Wall Street Journal reported that Iran’s demands are Iranian ”control” over the strait, the lifting of sanctions on Iran, and a shorter pause in uranium enrichment. US President Donal
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* Iranian Parliament Speaker Mohammad Bagher Ghalibaf appears to be engaged in a serious intra-regime debate with Islamic Revolutionary Guards Corps (IRGC) Commander Major General Ahmad Vahidi and other senior regime officials opposed to negotiations with the United States.

* Vahidi appears to have the upper hand over Ghalibaf at the moment. Vahidi is reportedly the only Iranian official with direct access to Supreme Leader Mojtaba Khamenei and is serving as a conduit for relaying key decisions to other regime officials, according to Israeli media on April 19.

* US and Iranian delegations will reportedly meet in Islamabad, Pakistan, for a second round of talks in the coming days. US and Iranian demands appear to have largely stayed the same, however.

* The US Navy continued to enforce its blockade of Iranian ports, directing 27 vessels to change course since the start of the blockade. US forces likely forced two Iranian-linked vessels attempting to violate the Navy’s blockade to turn around.

* The Khatam ol Anbia Central Headquarters claimed that the April 19 seizure of the Iranian-flagged, US-sanctioned Touska by the US Navy violated the US-Iran ceasefire. Unspecified security sources told Reuters that the Touska was likely transporting dual-use items from China to Iran.

* The Iranian Parliament is attempting to formalize Iranian “control” over the Strait of Hormuz by drafting a bill that would ban Israeli-linked vessels from transiting the Strait of Hormuz, require vessels from “hostile countries” to obtain approval from Iran’s Supreme National Security Council to transit the strait, and bar states that “caused damage” to Iran from transiting the strait until they paid reparations to Iran.

19 April 2026

Any US settlement or resolution of the conflict that enables Iran to control traffic through the Strait of Hormuz would represent a major US defeat and set a precedent with critical implications for global trade, given the strait’s role as a critical energy chokepoint. Iran has repeatedly claimed sovereignty over the Strait of Hormuz, but Iran has no legal claim to the strait, which international law defines as an international waterway. Iran has repeatedly attempted to regulate traffic through the strait by directing vessels through Iranian territorial waters, extracting fees, and attacking and threatening maritime traffic. Recent Iranian proposals to the United States have also implicitly demanded that the United States and international community recognize Iran’s “control” over the strait. Iran has offered to “let” vessels transit the strait in these proposals, but Iran’s “letting” traffic through the strait implies that Iran can “let” traffic through an international waterway. These proposals are consistent with persistent Iranian messaging throughout the war that Iran seeks to impose a new status quo for transit through the strait. Any US acceptance of Iran’s ability to regulate transit would undermine the principle of freedom of navigation through the Strait of Hormuz and enable Iran to condition access to the strait on compliance with its demands, thereby enabling Tehran to exert persistent pressure on the global economy and the United States and its allies.

Iran is attempting to establish a protection racket in the Strait of Hormuz by granting priority transit to vessels that pay fees and comply with Islamic Revolutionary Guards Corps (IRGC) protocols as part of its effort to try to consolidate control over the strait. A senior Iranian official told CNN on April 18 that vessels that pay “security fees” and comply with the IRGC’s protocols will receive priority transit through the Strait of Hormuz, while those that refuse to pay will face delayed passage. Iran has reportedly charged vessels around $2 million USD to transit the strait.Extracting fees from commercial vessels enables Iran to earn income amid the United States’ efforts to impose economic pressure on Iran through its blockade of Iranian ports.

The IRGC has also continued to prevent non-Iranian-linked vessels from transiting the strait. Bloomberg reported on April 18 that at least five liquefied natural gas (LNG) tankers reversed course after Iran warned the vessels’ captains that it had closed the Strait of Hormuz. No LNG tankers have exited the Strait of Hormuz since the war began in February. Iranian media separately reported on April 19 that the IRGC forced the Botswana-flagged Meda and the Angola-flagged G Summer to change course after the vessels attempted to cross the Strait of Hormuz. Commercially available shipping data indicates that the G Summer later transited the Strait of Hormuz via the Iranian-approved route on April 19.
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* Any US settlement or resolution of the conflict that enables Iran to control traffic through the Strait of Hormuz would represent a major US defeat and set a precedent with critical implications for global trade, given the strait’s role as a critical energy chokepoint. Any US acceptance of Iran’s ability to regulate transit would undermine the principle of freedom of navigation through the Strait of Hormuz and enable Iran to condition access to the strait on compliance with its demands, thereby enabling Tehran to exert persistent pressure on the global economy and the United States and its allies.

* Iran is attempting to establish a protection racket in the Strait of Hormuz by granting priority transit to vessels that pay fees and comply with Islamic Revolutionary Guards Corps (IRGC) protocols as part of its effort to try to consolidate control over the strait. Iran has also continued to prevent non-Iranian-linked vessels from transiting the strait.

* US forces seized an Iranian-flagged container ship for the first time during the war. Commercially available shipping data indicates that the US Navy also forced at least three Iranian or Iranian-linked ships to change course toward Iranian ports on April 19.

* US Vice President JD Vance, US Special Envoy to the Middle East Steve Witkoff, and Jared Kushner are expected to travel to Islamabad, Pakistan, to engage in negotiations with Iran on April 21. ISW-CTP has not observed any Iranian sources confirming Iran’s participation in the negotiations as of 6:00 PM ET on April 19, however.

* Incomplete reporting about the damage that the US-Israeli combined force inflicted on Iran’s ballistic missile and drone programs precludes the development of a quantitative assessment about the threat that Iranian missiles and drones still pose.

* A statement released by Iranian-backed Iraqi militia Kataib Hezbollah on April 18 appears to confirm that IRGC Quds Force Commander Brigadier General Esmail Ghaani discussed preparations for renewed conflict with the United States and Israel during his meetings with Iraqi militia leaders in Baghdad on April 18. Ghaani may have specifically discussed enhancing coordination between Iraqi militias and other Axis of Resistance groups against the United States, Israel, and the Gulf states in the event of renewed conflict.

19 April 2026

Islamic Revolutionary Guards Corps (IRGC) Commander Major General Ahmad Vahidi and members of his inner circle have likely secured at least temporary control over not only Iran’s military response in this conflict but also Iran’s negotiating position and approach within the past 48 hours. The IRGC Navy attacked several commercial vessels on April 18 and declared that no vessel of “any type or nationality” is permitted passage through the strait, a reversal of Iranian Foreign Affairs Minister Abbas Araghchi’s announcement on April 17 that the strait was “completely open” to commercial traffic. Traffic through the strait has virtually halted as of this writing except for Iranian vessels, according to maritime tracking data. No Iranian vessels have approached the US blockade line, however. IRGC-affiliated media also announced on April 18 that Iran has not agreed to participate in another round of negotiations with the United States due to “excessive” US demands. The IRGC is responsible for coordinating and conducting military actions, but has historically not directly interfered in Iranian diplomacy and negotiations to the extent it currently is.

Regime institutions aligned with Vahidi are presenting a cohesive front against Araghchi and in support of the IRGC’s actions to halt traffic in the strait. The Khatam ol Anbia Central Headquarters, which is functionally controlled by the IRGC, cited the US naval blockade on Iranian ports as the reason for the IRGC’s reimposition of “control” over the strait. Vahidi and Khatam ol Anbia Central Headquarters Commander Ali Abdollahi Aliabadi are reportedly driving the regime’s military decision-making, according to anti-regime media on April 7. A source close to the Supreme National Security Council (SNSC) previously warned IRGC-affiliated Fars News on April 17 that Iran would “close” the strait if the United States continued its blockade. The SNSC released a statement on April 18 that Iran will “exercise supervision and control” over traffic in the strait until the war ends. The SNSC would almost certainly not have released this statement without the approval of SNSC Secretary Mohammad Bagher Zolghadr, which indicates that Zolghadr supports the IRGC’s actions in the strait. Zolghadr, who is a hardline IRGC veteran and long‑time power broker with deep ties to Iran’s security and judicial apparatuses, was appointed to his position during the war after Vahidi reportedly pressured Iranian President Masoud Pezeshkian to appoint him.

Vahidi and individuals close to him may have effectively controlled the negotiations process throughout the war, which is traditionally a role reserved for political leaders. Vahidi likely intended to impose IRGC oversight over the recent US-Iran talks in Islamabad. Vahidi attempted to insert Zolghadr into the Iranian negotiating team in Islamabad despite protests from delegation leaders Parliament Speaker Mohammad Bagher Ghalibaf and Araghchi over Zolghadr’s lack of experience with diplomatic negotiations. Vahidi presumably wanted to send Zolghadr to keep an eye on the negotiations and to inform leaders in Tehran if the negotiating delegation strayed from his or Supreme Leader Mojtaba Khamenei’s directives. Zolghadr sent a complaint to senior IRGC leaders, almost certainly including Vahidi, that Araghchi had surpassed his mandate during the negotiations by expressing flexibility regarding Iran’s support for the Axis of Resistance. Zolghadr’s anger caused senior leaders in Tehran, including former IRGC Intelligence Organization Chief and long-time member of Mojtaba’s inner circle, Hossein Taeb, to call the negotiating delegation back to Tehran.
*
* Islamic Revolutionary Guards Corps (IRGC) Commander Major General Ahmad Vahidi and members of his inner circle have likely secured at least temporary control over not only Iran’s military response in this conflict but also Iran’s negotiating position and approach within the past 48 hours. The IRGC Navy attacked several commercial vessels on April 18 and declared that no vessel of “any type or nationality” is permitted passage through the strait, a reversal of Iranian Foreign Affairs Minister Abbas Araghchi’s announcement on April 17 that the strait was “completely open” to commercial traffic. IRGC-affiliated media also announced on April 18 that Iran has not agreed to participate in another round of negotiations with the United States due to “excessive” US demands.

* Vahidi and individuals close to him may have effectively controlled the negotiations process throughout the war, which is traditionally a role reserved for political leaders. Vahidi likely intended to impose IRGC oversight over the recent US-Iran talks in Islamabad. The IRGC continued to play an outsized role in Iran’s negotiations after the Islamabad talks.

* The IRGC’s consolidation of control over Iranian decision-making indicates that the Iranian political officials currently negotiating with the United States do not have the authority to independently determine Iran’s negotiating positions. The IRGC appears to have sidelined more pragmatic figures with whom the United States has negotiated.

* The IRGC attacked several commercial vessels and halted traffic in the Strait of Hormuz on April 18, likely in order to both gain leverage over the United States and consolidate the IRGC’s control over Iran’s negotiations policy as part of an internally-motivated maneuver. The IRGC likely aims to secure leverage over the United States by halting traffic and driving up shipping and oil prices to impose economic pressure on the United States. The IRGC’s actions are also likely intended to be an internal demonstration of power designed to exhibit the IRGC’s control within the regime, and in particular, its control over Iran’s negotiations policy.

* The US Navy’s blockade of Iranian ports remains in place as of April 18. US CENTCOM said that it forced two ships to turn around and return to Iran between April 17 and 18. The US Navy has forced 23 ships to turn back since the United States began the blockade. No Iranian vessels have attempted to approach or test the blockade line as of this writing.

18 April 2026

The Islamic Revolutionary Guards Corps (IRGC), which is the Iranian entity that has disrupted shipping in the Strait of Hormuz during the war, outlined specific conditions on April 17 for vessels to transit the strait that amount to Iran retaining control over maritime traffic through the strait. IRGC- and Armed Forces General Staff- affiliated media emphasized that the “temporary opening” of the strait is contingent upon vessels meeting certain conditions. An informed source close to the Supreme National Security Council (SNSC) told IRGC-affiliated Fars News that Iran’s conditions include:

1. Only commercial vessels can transit the strait, and military vessels are prohibited from doing so. Vessels and the cargo they carry cannot “be related to belligerent countries.”
2. Ships must pass through the Iranian-approved transit route, which forces vessels to transit the strait through Iranian territorial waters.
3. Vessels must coordinate their passage through the strait with Iranian forces, particularly the IRGC Navy.

These conditions indicate that the IRGC seeks to retain operational control over transit through the strait, likely to continue to use the strait as a point of leverage to try to extract concessions from the United States. The source close to the SNSC added that Iran will “close” the strait again if the naval blockade continues. Iranian forces have not conducted an attack on international shipping since April 7. Ten non-Iranian-linked vessels transited along the Omani coast outside the Iranian-approved transit route on April 17, and CTP-ISW has not observed any reports of the IRGC attempting to disrupt these vessels’ movements.
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* The Islamic Revolutionary Guards Corps (IRGC), which is the Iranian entity that has disrupted shipping in the Strait of Hormuz during the war, outlined specific conditions on April 17 for vessels to transit the strait that amount to Iran retaining control over maritime traffic through the strait. These conditions include: 1) only commercial vessels not “related to belligerent countries” may transit the strait, 2) vessels must transit the strait via Iran’s approved transit route through Iranian territorial waters, and 3) vessels must coordinate their passage through the strait with Iranian forces. These conditions indicate that the IRGC seeks to retain operational control over transit through the strait, likely to continue to use the strait as a point of leverage to try to extract concessions from the United States.

* The IRGC harshly criticized Iranian Foreign Affairs Minister Abbas Araghchi after Araghchi announced on X that the Strait of Hormuz is “completely open.” The IRGC’s criticism of Araghchi is reflective of broader divisions within the Iranian regime, which CTP-ISW has consistently reported on in recent weeks.

* Commercially available maritime data shows that no Iranian-linked vessels approached the US blockade line on April 17, and US officials have stated that US forces will engage Iranian-linked vessels beyond this line. CENTCOM announced on April 17 that 19 vessels have complied with US direction to turn around and that zero vessels have successfully breached the blockade. Commercially available maritime data shows that some non-Iranian-linked vessels have approached the US blockade line to exit the strait. These ships do not fall under the US blockade and are able to freely transit in and out of the strait.

* There continue to be significant gaps between the US and Iranian negotiating positions, and the status of the negotiations remains unclear. The two sides disagree on several core issues, according to US, Iranian, and other officials and sources on April 16 and 17.

* Some Iranian regime officials seek a preliminary agreement to extend the ceasefire to continue negotiations for a more comprehensive agreement. CTP-ISW previously noted that Iran is exploiting the current ceasefire to reorganize and regenerate its ballistic missile force, and Iran would almost certainly continue to do so if the United States and Iran agreed to a preliminary agreement and extended the ceasefire.

17 April 2026

Iran is leveraging its position over the Strait of Hormuz to extract concessions while maintaining its claim to control access to the waterway. Reuters reported on April 15 that Iran has proposed allowing ships to transit through the Omani side of the Strait of Hormuz without interference if the United States agrees to conditions that prevent renewed conflict and meet Iranian demands. Iran has linked increased maritime access to broader negotiations, including demands to unfreeze Iranian funds, and a permanent end to US and Israeli strikes both in this war and for posterity. The implication of Iran’s “concession” is that it could threaten ships to discourage them from transiting the Omani side of the Strait unless the United States grants Iran significant concessions. Agreeing to Iranian demands along these lines would show Iran that it can coerce the United States using the Strait of Hormuz both now and in the future.

The main sticking point in current US-Iran negotiations is reportedly Iran’s enrichment of uranium and its highly enriched uranium stockpile. The United States has proposed a 20-year pause to enrichment, while the Iranians offered a 3- to 5-year pause, according to Iranian sources speaking to Reuters. The United States wants Iran to remove all of the highly enriched uranium from Iran, whereas Iran has proposed down-blending it or only moving part of its highly enriched uranium to another country, but not all of it, according to Iranian sources speaking to Western media in recent days. Iran could still enrich the remaining stockpile relatively quickly if it retained some highly enriched uranium, and it could use a 5-year pause to improve centrifuges and build or repair them. A Western diplomat told Reuters on April 16 that the nuclear issue “remains a core obstacle.” An unspecified source also told Reuters that a Pakistani mediator had made a breakthrough on “sticky issues,” but the negotiating parties have not resolved issues over Iran’s nuclear ‌program. An Iranian source told Reuters on April 16 that Iran is not ready to send all of its highly enriched uranium stockpile abroad, but it could send “part of it” to a third-party country. The source claimed that Iran needed to retain some of the stockpile because Iran needs the remaining stockpile for medical purposes at a research reactor in Tehran. This research reactor runs on only a few tens of kilograms (kg) of 20 percent enriched uranium instead of 10,000kg of Iran’s total enriched uranium stockpile, according to nuclear expert David Albright. Only a small portion—roughly 400kg—of the 10,000kg Albright references is highly enriched uranium (60%). US objectives appear to remain at zero enrichment on Iranian soil, however. Israeli Prime Minister Netanyahu stated on April 15 that Israeli and US objectives in Iran are identical and include the removal of Iranian highly enriched uranium, the “dismantling” of Iran’s nuclear enrichment capabilities, and “reinstating” a nuclear deal.

Iran appears not to have compromised on its stance over the Strait of Hormuz and its nuclear program, despite Iranian sources attempting to illustrate that Iran has compromised and the two sides have made progress in negotiations, however. Islamic Revolutionary Guards Corps (IRGC) affiliated media on April 16 denied all recent Reuters reporting citing Iranian sources. The same IRGC-affiliated outlet had cast doubt on progress in future US-Iran talks, due to Iran‘s distrust of the United States and US “excessive demands” earlier on April 16. These conflicting reports on Iranian stances in these negotiations corroborate CTP-ISW’s continued observation that the Iranian negotiating council is not unified. This disunity will make it harder for Iran to make decisions and implement decisions throughout this negotiating process.
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* The main sticking point in current US-Iran negotiations is reportedly Iran’s enrichment of uranium and its highly enriched uranium stockpile. The IRGC appears to be playing an outsized role in Iranian decision-making in these negotiations, traditionally meant for civilian leadership.

* Iran appears to have not compromised on its stance over the Strait of Hormuz and its nuclear program, despite Iranian sources attempting to illustrate that Iran has compromised and the two sides have made progress in negotiations, however. Iran is leveraging its position over the Strait of Hormuz to extract concessions while maintaining its claim to control access to the waterway.

* US President Donald Trump stated on April 16 that the United States is “very close” to reaching a deal with Iran. Trump stated that Iran “has agreed to almost everything” and added that Iran has agreed to hand over its enriched uranium stockpile. Iran has not publicly confirmed Trump’s remarks at the time of this writing.

* The United States is targeting materiel support to Iran’s armed forces and military capabilities through the blockade. The blockade also continues to impose economic costs on Iran.

* The Iranian missile force is exploiting the current ceasefire to reconstitute its tactical and operational-level units, but rebuilding the industrial facilities and other components that sustain the missile force at the strategic level will be extremely challenging.

* US President Donald Trump announced that Lebanon and Israel have agreed to a 10-day ceasefire beginning at 5:00 PM ET on April 16. Netanyahu stated that Lebanon must disarm Hezbollah and establish a ”lasting peace agreement” with Israel.

16 April 2026

US naval forces continued to enforce the blockade on Iranian ports. US Central Command (CENTCOM) reported on April 15 that no vessels had breached the blockade on Iranian ports during the first 48 hours of enforcement. CENTCOM stated that nine vessels complied with the US direction to turn around and return to Iranian ports or coastal areas. CENTCOM added that US forces have halted economic maritime trade to and from Iran and are prepared to act against any vessels attempting to violate the blockade. Additional CENTCOM reporting indicates that the US forces redirected at least one Iranian-flagged cargo vessel after it departed Bandar Abbas, Hormozgan Province.

The United States has reportedly set two preconditions for another round of negotiations: first, Iran must fully “reopen” the Strait of Hormuz, and second, the Iranian negotiating delegation must have “full authority” to finalize a deal. Iran has not conducted any kinetic activity targeting international shipping since April 7. Iran does not need to conduct attacks against vessels to maintain the threat to international shipping, however. The decision for vessels to transit the strait is for the shipping companies, which will likely be hesitant to move vessels through the Strait until Iran provides reassurance that it does not pose a threat to their vessels and cargo.

The second precondition, which demands that Iran‘s delegation have “full authority“ from Iran’s senior leadership (including the Islamic Revolutionary Guards Corps (IRGC)) to finalize a deal, corroborates ISW-CTP’s assessment that the United States is negotiating with a divided council of hardliners and pragmatists rather than a singular, unified authority. US Vice President JD Vance stated on April 14 that he believed that the Iranian negotiators in Islamabad wanted to make a deal, which implies that he assesses that the hardliners in Tehran were responsible for Iran’s reticence to make a deal. Anti-regime media separately reported on April 14 that Iranian Supreme National Security Council (SNSC) Secretary General Mohammad Bagher Zolghadr was furious when Iranian Foreign Affairs Minister Abbas Araghchi allegedly appeared open to compromising on halting Iranian funding for the Axis of Resistance at the US-Iran negotiations in Islamabad on April 11. Zolghadr then reportedly briefed Araghchi’s “deviation” to senior leadership, including by sending messages to IRGC officials and Supreme Leader Mojtaba Khamenei’s close affiliate Hossein Taeb, which resulted in the leadership ordering the delegation to leave after 21 hours of negotiations. Zolghadr was one of the founding members of the IRGC Quds Force and helped establish some of the groups that now comprise the Axis of Resistance. Unspecified mediators speaking to the Wall Street Journal on April 15 confirmed that Zolghadr has been “highly influential” in Iranian decision-making in US-Iran negotiations. These reports follow previous anti-regime media reports on April 10 that IRGC Commander and key decisionmaker Major General Ahmad Vahidi pushed to get Zolghadr on the Iranian delegation to Islamabad, but the delegation leaders Araghchi and Parliament Speaker Mohammad Bagher Ghalibaf pushed back due to Zolghadr’s lack of diplomatic experience. The senior leadership’s response to withdraw the delegation after Araghchi’s reported openness to discussing Iran’s support for the Axis of Resistance shows how unwilling the hardliners are to compromise on Iranian positions and how much sway they have over Iranian decision-making.
*
* US naval forces continued to enforce the blockade on Iranian ports. US Central Command (CENTCOM) reported on April 15 that no vessels had breached the blockade on Iranian ports during the first 48 hours of enforcement.

* The United States has reportedly set two preconditions for another round of negotiations: first, Iran must fully “reopen” the Strait of Hormuz, and second, the Iranian negotiating delegation must have “full authority” to finalize a deal. The second precondition comes amid reports of intra-regime conflict and corroborates ISW-CTP’s assessment that the United States is negotiating with a divided council of hardliners and pragmatists rather than a singular, unified authority.

* Some Iranian officials have signaled different levels of willingness to compromise on Iran’s nuclear program in negotiations with the United States. These statements, at least to some extent, reflect internal disagreement over Iran’s negotiating position.

* Israeli Defense Minister Israel Katz stated on April 14 that the United States and Israel have decided that removing the enriched uranium from Iran is a “threshold condition” for ending the US-Israeli campaign.

* The US Treasury sanctioned 29 targets, including three individuals, 17 companies, and nine vessels on April 15, which are tied to Iranian oil smuggling and associated financing networks as part of the United States’ broader economic pressure campaign on Iran.

* Pakistan is reportedly pushing the United States and Iran to extend the ceasefire by 45 days. US President Donald Trump told ABC News on April 14 that he is not considering extending the ceasefire that ends on April 22.

* Iran is exploiting the current ceasefire to reorganize and regenerate its ballistic missile forces program on the tactical level by attempting to reopen tunnel entrances at missile bases.

* Iran reportedly utilized an advanced reconnaissance satellite purchased from the People’s Republic of China (PRC) in 2024 to target US military assets and bases across the Middle East during the war.

* The Israeli Security Cabinet reportedly held a meeting on April 15 to discuss a possible ceasefire in Lebanon, amid recent direct talks between Israel and Lebanon under US auspices. Israeli officials have not announced the outcome of the security cabinet meeting at the time of this writing, however.

15 April 2026

US Central Command (CENTCOM) announced that no vessels have breached the US blockade on Iranian ports since CENTCOM implemented the blockade on April 13. CENTCOM implemented a blockade on April 13 against all vessels transiting to or from Iranian ports. The US blockade on Iranian ports does not have a defined geographic boundary, and the United States can interdict vessels almost anywhere in international waters until they arrive at their final port. US forces have previously demonstrated their ability to interdict vessels in international waters. US officials told the Wall Street Journal on April 14 that US forces will likely attempt to intercept or “quarantine” any vessels that violate the blockade in the Arabian Sea to limit the threat of attacks from the Iranian coast. Vessels transiting the Strait of Hormuz are therefore not automatically breaching the US blockade. Commercially available maritime data indicates that at least eight vessels departed the Strait of Hormuz, including six Iranian or Iranian-linked vessels, on April 14. One of the vessels, the US-sanctioned Rich Starry oil tanker, departed from Amjan Port in the United Arab Emirates (UAE) on April 13. Other Iranian or Iranian-linked vessels, including the Elpis and Christianna, also left the strait after departing Iranian ports. Commercially available maritime data also indicates that at least nine vessels entered the Strait of Hormuz, including three Iranian or Iranian-linked ships. One of the entering vessels was the Ocean Energy cargo ship, which docked at Iran’s Bandar Abbas Port on April 13. It is unclear whether this vessel was exempted from the blockade. Reuters reported that a US military notice sent to mariners exempts humanitarian shipments to Iran from the US blockade. CENTCOM also announced that six merchant vessels complied with the US direction to return to an Iranian port in the Gulf of Oman. CENTCOM has not interdicted any vessels at the time of this writing.

The United States’ decision not to renew a 30-day sanctions waiver for Iranian oil exports, which is set to expire on April 19, will further constrain Iran’s ability to export oil in addition to the US blockade on Iranian ports. Two US officials told Reuters on April 14 that the US Treasury Department will enforce sanctions on Iranian oil after April 19. US Treasury Secretary Scott Bessent also told reporters on April 14 that the US blockade on Iranian ports will ensure that no vessels from the People’s Republic of China (PRC) are “able to get their [Iranian] oil.” The PRC purchases more than 90 percent of Iran’s oil exports. A sanctions-focused US analyst estimated on April 13 that a successful blockade on Iranian ports would cost the regime around $435 million USD per day, leaving Iran with few alternatives to export and import goods.
*
* US Central Command (CENTCOM) announced that no vessels have breached the US blockade on Iranian ports since CENTCOM implemented its blockade on April 13. The US blockade on Iranian ports does not have a defined geographic boundary, and the United States can interdict vessels almost anywhere in international waters until they arrive at their final port. It is unclear whether any of the vessels that left Iranian ports on April 14 were authorized to do so under CENTCOM’s “limited grade period.”

* The United States’ decision not to renew a 30-day sanctions waiver for Iranian oil exports, which is set to expire on April 19, will further constrain Iran’s ability to export oil in addition to the US blockade on Iranian ports. Two US officials told Reuters on April 14 that the US Treasury Department will enforce sanctions on Iranian oil after April 19.

* Iran is reportedly considering temporarily pausing shipments to avoid testing the US blockade on Iranian ports and raising tensions ahead of possible talks, according to a person familiar with Iranian decision-making on the Strait of Hormuz speaking to Bloomberg on April 14. Iran would only be able to pause shipments for a limited period of time before it would start to run out of room to store oil. Iran could also pursue several other courses of action in response to the US blockade, including agreeing to a deal acceptable to the United States, attempting to run the blockade, or resuming the war.

* Iranian Supreme Leader Adviser Mohammad Mokhber warned that Iran will “open new fronts” and “increase economic pressures” on US allies and regional countries in response to the US blockade on Iranian ports, likely to try to coerce the United States to end its blockade. Mokhber may have been referring to the Houthis, which has not conducted attacks on international shipping in the Red Sea during the war thus far. Arab officials told the Wall Street Journal on April 14 that Iran is pressuring the Houthis to “close” the Bab al Mandeb Strait.

* US President Donald Trump stated on April 14 that the United States and Iran may hold another round of talks in Islamabad, Pakistan, “over [the] next two days.” A senior Iranian source told Western media on April 14 that the United States and Iran are keeping April 17 through 19 open for possible talks, but that no date has been confirmed.

14 April 2026

Iranian-backed Iraqi militias are likely responsible for at least some of the recent drone attacks against Gulf states. The Bahrain Defense Force reported that it intercepted seven “Iranian” drones on April 13. Bahrain did not specify from where the drones were launched. Iranian-backed Iraqi militias use some of the same types of drones as Iranian forces do because the Islamic Revolutionary Guards Corps (IRGC) supplies drones to its Iraqi militia partners. It is therefore possible that the Bahrain Defense Force’s use of the term “Iranian” drones refers to Iranian drones used by Iraqi militias. Bahrain’s Foreign Ministry also summoned the Iraqi charge d’affaires on April 13 in response to “continued” Iraqi militia drone attacks targeting Bahrain and other Gulf Cooperation Council states. Saudi Arabia similarly summoned the Iraqi ambassador to Saudi Arabia on April 12 for the same reason. Iranian-backed Iraqi militia front groups have claimed multiple drone attacks targeting US bases in Saudi Arabia, Bahrain, and Kuwait since the start of the war.

It is very unlikely that Iranian-backed Iraqi militias would conduct drone attacks against regional states if the Iranian regime opposed such attacks, which suggests that Iran has not ordered its militia partners to cease attacking regional states. Many Iranian-backed Iraqi militias answer to the IRGC, which provides guidance and support for their attacks. The IRGC has previously demonstrated its ability to force Iraqi militias to halt their attacks, such as when IRGC Quds Force Commander Brigadier General Esmail Ghaani directed Iranian-backed Iraqi militias to halt their attacks against US forces in January 2024. The fact that Iraqi militias continue to attack the Gulf states, therefore, suggests that Iran has not directed the militias to halt these attacks.

Some Iranian-backed Iraqi militias have continued to attack regional states despite the Shia Coordination Framework’s efforts to push the militias to agree to a “truce.” An informed source told Iraqi media on April 5 that the framework authorized Iranian-backed Badr Organization head Hadi al Ameri to negotiate a “temporary truce” with the militias. The source stated that Ameri’s negotiations focused on Iranian-backed Iraqi militias Kataib Hezbollah and Harakat Hezbollah al Nujaba, both of which are more loyal to Iran and are less responsive to domestic pressure than other Iraqi militias. Framework member Amer al Fayez told Iraqi media on April 12 that Ameri’s committee successfully negotiated a “conditional truce” with the militias. Fayez stated that the truce stipulated that Iranian-backed Iraqi militias would halt attacks on US interests and diplomatic facilities in exchange for a commitment from the United States and Israel to stop striking Popular Mobilization Forces (PMF) and militia bases in Iraq. It is unclear whether the truce required the militias to halt attacks against US interests across the region, or only in Iraq. Iranian-backed Iraqi militias control multiple brigades within the PMF. It is unclear which militias agreed to this truce.
*
* Iranian-backed Iraqi militias are likely responsible for at least some of the recent drone attacks against Gulf states. It is very unlikely that Iranian-backed Iraqi militias would conduct drone attacks against regional states if the Iranian regime opposed such attacks, which suggests that Iran has not ordered its militia partners to cease attacking regional states.

* The US negotiating delegation demanded a 20-year moratorium on uranium enrichment, the removal of Iran’s highly enriched uranium (HEU) stockpile from Iran, and unfettered freedom of navigation through the Strait of Hormuz during the negotiations in Pakistan. Iran countered the 20-year moratorium on uranium enrichment with a “single-digit” number of years and offered to downblend its HEU instead of handing over its HEU stockpile. It is unclear whether the three US demands and the Iranian counterproposal represent the full scope of each side’s demands.

* US Central Command (CENTCOM) is simultaneously imposing a blockade on Iranian ports and vessels while taking steps to open the official transit route through the Strait of Hormuz for vessels transiting to or from non-Iranian ports. CENTCOM implemented its blockade on Iranian ports and vessels at 10:00 AM ET on April 13.

* Iranian and Iranian-approved vessels continued to use the Iranian-approved transit route to cross the Strait of Hormuz before the blockade went into effect on April 13, but more vessels transited outside this route near the Omani coast than on April 12. At least two oil tankers destined for China via the Iranian-approved transit route turned around after CENTCOM began blockading Iranian and Iranian-approved shipping.

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13 April 2026

TOPLINES
The US Navy is attempting to prevent Iranian and Iranian-approved vessels from entering and exiting the Strait, while Iran prevents all other vessels from entering and exiting the Strait. The only vessels moving through the Strait at this time are Iranian and Iranian-approved vessels. These Iranian-approved vessels are acceding to Iran’s protection racket and using Iran’s unilaterally imposed traffic separation scheme that forces vessels into Iranian territorial waters. Very few ships are transiting the Strait other than the ships moving through Iran’s territorial waters. Only one ship transited the Strait on April 12 and did not use the Iranian-approved shipping lanes by skirting the southern edge of the Iran-declared hazardous area. US President Donald Trump said on April 12 that the US Navy will “interdict every vessel” that has paid Iran for passage and indicated that enforcement of the blockade will begin soon. Iran has used threats of attacks and a limited number of mines to declare a “hazardous area” across the entire Strait of Hormuz except for Iranian territorial waters, where Iran then imposes fees. The US Navy has deployed ships to clear the remaining naval mines and restore freedom of navigation. Some Gulf countries are also supporting mine-clearing efforts, according to Trump. Two US Navy destroyers transited the Strait on April 11 to set conditions for clearing mines in the Strait of Hormuz. The Islamic Revolutionary Guard Corps (IRGC) Navy threatened the destroyers but did not attack them. The IRGC Navy has threatened that any military vessels in the Strait will be subject to a “decisive response.”

The United States and Iran did not reach an agreement during talks in Islamabad, Pakistan, on April 11 and 12. Two Iranian officials speaking to the New York Times on April 12 stated that US-Iran talks failed to reach an agreement over Iran’s stockpile of highly enriched uranium (HEU), Iran’s “control” over the Strait of Hormuz, and Iran’s demand that $27 billion in frozen revenues held abroad be released. The two officials stated that the United States demanded that Iran immediately open the Strait of Hormuz to maritime traffic, but Iran countered that it would only allow unfettered traffic in the Strait after a final peace deal. The lack of a public, mutually agreed-upon document establishing the ceasefire requirements makes adherence to the ceasefire difficult to establish, but US officials said after the two-week ceasefire agreement that the ceasefire required Iran to reopen the Strait. The officials added that the US delegation demanded that Iran “hand over or sell” its entire HEU stockpile, to which Iran made an unspecified counterproposal that the United States did not accept. The officials stated that the US side refused Iran’s requests for war reparations from frozen oil revenue in various countries. US President Donald Trump emphasized on April 12 that Iran’s delegation did not make compromises on its nuclear program, but that he believed Iran would return to negotiations. Iranian Parliament Speaker Mohammad Bagher Ghalibaf, who was the head of the Iranian delegation and has accumulated substantial power within the Iranian system in the last year, blamed the US side for the failure of the negotiations and stated that the United States must “earn” Iran’s trust, however
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* The US Navy is attempting to prevent Iranian and Iranian-approved vessels from entering and exiting the Strait, while Iran prevents all other vessels from entering and exiting the Strait. The only vessels moving through the Strait at this time are Iranian and Iranian-approved vessels. Very few ships are transiting the Strait other than the ships moving through Iran’s territorial waters.

* The United States and Iran did not reach an agreement during talks in Islamabad, Pakistan, on April 11 and 12. US President Donald Trump emphasized on April 12 that Iran’s delegation did not make compromises on its nuclear program, but that he believed Iran would return to negotiations.

* Iran sought an all-encompassing agreement that would have transformed US-Iran relations in fundamental ways, while the United States appeared focused on specific issues related to freedom of navigation in the Strait of Hormuz and Iran’s nuclear program. The multiple competing Iranian factions with divergent priorities and objectives in negotiations that were part of the Iranian delegation also likely made reaching an agreement exceptionally difficult.

* Iran has not fired any munitions targeting the Gulf states since ISW-CTP’s last data cut off on April 11. Iranian fired a declining rate of missiles and drones targeting Gulf states since the ceasefire went into effect on April 8.

12 April 2026

Iran and the United States have fundamentally different interpretations of the ongoing negotiations, which will generate friction. Iran seeks an all-encompassing agreement that will end the threat of war with the United States, while the United States seeks a much narrower agreement centered on the current war. The US delegation, led by US Vice President JD Vance and including US Special Envoy to the Middle East Steve Witkoff and Jared Kushner, appears to be pursuing a narrow, issue-specific negotiation focused on de-escalatory mechanisms around the Strait of Hormuz, and reportedly secondary matters like detainees. The Iranian delegation is explicitly framing the talks as leverage for a broader reset in the US-Iran relationship. Iranian demands include sovereignty claims over the Strait of Hormuz, compensation for war damages, the release of frozen Iranian assets, and a region-wide ceasefire across the “Axis of Resistance,” which creates an imbalance in expectations that sets the talks up for deadlock. Two people briefed on negotiations told the Financial Times that the April 11 negotiations have reached a ”stalemate” over the main sticking point — the status of the Strait of Hormuz.

The composition of Iran’s at least 70-person delegation, headed by Iranian Parliament Speaker Mohammad Bagher Ghalibaf and Foreign Affairs Minister Abbas Araghchi, underscores Iran’s wide-ranging negotiating intentions. The large and heavily securitized team blends diplomats, parliamentarians, Islamic Revolutionary Guards Corps (IRGC)-adjacent figures, and high-level economic technocrats, indicating that Iran is pressing a long list of demands across a range of issue areas. The inclusion of the Central Bank Governor Abdolnaser Hemmati and economic specialists points to a focus on sanctions architecture, frozen assets, and alternative financial mechanisms, suggesting preparation for prolonged economic and strategic bargaining rather than confidence-building compromise.

The unusually large size of the Iranian delegation likely also reflects internal divisions and deep mutual distrust among regime power centers, rather than a unified negotiating strategy. There was reportedly infighting between the regime factions before the negotiations. Ghalibaf and Araghchi reportedly clashed with IRGC Commander Major General Ahmad Vahidi over Vahidi’s effort to insert longtime IRGC affiliate and Supreme National Security Council Secretary Mohammad Bagher Zolghadr into the talks, despite Zolghadr’s lack of experience with diplomatic negotiations. An IRGC-affiliated media outlet reported on their English language X account that Zolghadr was in the delegation in Islamabad, along with Defense Council Secretary IRGC Rear Admiral Ali Akbar Ahmadian, but Iranian Persian-language media did not disclose if Zolghadr was present. The presence of overlapping political, security, and economic actors suggests a need for constant internal monitoring.
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* Iran and the United States have fundamentally different interpretations of the ongoing negotiations, which will generate friction. Iran seeks an all-encompassing agreement that will end the threat of war with the United States, while the United States seeks a much narrower agreement centered on the current war. The US delegation, led by US Vice President JD Vance and including US Special Envoy to the Middle East Steve Witkoff and Jared Kushner, appears to be pursuing a narrow, issue-specific negotiation focused on de-escalatory mechanisms around the Strait of Hormuz, and reportedly secondary matters like detainees.

* Iran is using the existence of an unknown number of naval mines it laid in the Strait of Hormuz to force ships to use Iranian territorial waters to traverse the Strait, which enables Iran to shakedown these ships for fees while the ships are in Iranian territorial waters. This protection racket is illegal under the United Nations Convention on the Law of the Sea. Iran likely designed its threatening behavior and its shakedowns to disrupt the global economy, which Iran calculates will enable it to extract concessions from the United States.Iran warned merchant ships that mines could exist in a “hazardous area” that covers 1,394 sq km of the Strait, including the normal traffic separation scheme (shipping lanes) that ships use to transit the Strait.

* The current ceasefire will provide Iran an opportunity to reorganize its missile force and recover from the temporary disruption wrought to the missile force during constant US and Israeli operations. Consistent US and Israeli operations over Iran had suppressed Iran’s missile force by preventing Iran from digging out launchers, disrupting command-and-control, and creating pervasive fear in military units that made them unwilling or unable to conduct attacks, as ISW-CTP has previously assessed.

* Iranian Supreme Leader Mojtaba Khamenei continues to recover from severe facial and leg injuries that he sustained in the February 28 strike on the supreme leader’s compound in Tehran Province. Three unspecified individuals close to Mojtaba’s inner circle told Reuters on April 11 that the strike disfigured Mojtaba’s face and injured one or both of his legs.

* The People’s Republic of China (PRC) may be helping Iran to reconstitute some of its degraded air defense capabilities during the current ceasefire. The PRC is preparing to deliver man-portable air-defense systems (MANPADS) to Iran within the coming weeks, according to three sources familiar with recent US intelligence assessments.

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