Trump claims a superior Iran deal is underway. Odds of agreeing to Iranian oil sanction relief in April are at 41.5% YES, down from 62% yesterday.
The Iranian oil sanction relief market dropped sharply after Trump’s statement, which suggests a hardline stance against compromising with Iran. Actual USDC traded was $6,018, with $816 required to move the price by 5 percentage points, meaning the market is thin and sensitive to large trades.
Odds for Iran surrendering its enriched uranium by April 30 fell to 28.1% YES. Traders appear to read Trump’s demands as too stringent for Iran to accept quickly. The term structure shows a steep 27-point increase between April 30 and June 30, which suggests traders expect a major development in that window.
Across related markets, $24,072 in actual USDC traded. The largest single price move was a 12-point drop in the enriched uranium market, driven by Trump’s rhetoric about securing a better deal than the JCPOA.
Trump’s maximalist approach reduces the likelihood of a rapid diplomatic resolution. At 41.5¢, a YES share on oil sanctions relief pays $1 if resolved, so traders need to judge whether Trump’s demands can realistically be met within the month.
Watch for White House announcements on concessions or shifts in negotiation tactics. Statements by Vice President Vance or key Iranian officials on bargaining positions would likely move these markets.
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What Will The Us Agree To| Contract | Odds | Δ since publish | Volume 24h | |
|---|---|---|---|---|
| April | 41.5% | — | — | Trade → |
| Contract | Odds | Δ since publish | Volume 24h | |
|---|---|---|---|---|
| April 30 | 28.1% | — | — | Trade → |
| December 31 | 63% | — | — | Trade → |
| June 30 | 45.5% | — | — | Trade → |
| Contract | Odds | Δ since publish | Volume 24h | |
|---|---|---|---|---|
| June 30 | 2.8% | — | — | Trade → |