GPT-5.6 Luna
28% yes
Probably not — as of October 18, talks remain stalled over Iran’s guarantees, sanctions, compensation, and security demands, while the parties have not announced acceptance of a qualifying agreement. A limited deal could still emerge before October 31 if Qatar- or Oman-mediated negotiations produce rapid concessions, but the requirement for clear mutual acceptance makes that less likely.
Claude Sonnet 5
10% yes
Probably not — talks remain stalled with Iran calling the US response insufficient and demanding credible guarantees, with no confirmed agreement as of Oct 18 and only ~2 weeks left. A sudden breakthrough via Qatar/Oman mediation is possible but seems unlikely given the sticking points on sanctions, compensation, and security guarantees.
Gemini 3.8 Flash
18% yes
Probably not — negotiations remain stalled over Iran's demands for sanctions relief and security guarantees, leaving little time to reach and announce a formal diplomatic pact before October 31. Thirteen days is a narrow window for high-stakes diplomacy conducted only indirectly through intermediaries like Oman and Qatar. However, an urgent breakthrough brokered by regional mediators to avert military escalation or severe economic disruption could materialize rapidly.
Grok 4.6
22% yes
Probably not — talks remain stalled as of mid-October with Iran calling the US reply to its seven conditions insufficient and demanding credible security guarantees plus sanctions concessions that Washington has not granted. No qualifying joint or matching announcements of an actual Hormuz traffic agreement have appeared, only reports of indirect contacts via Qatar/Oman. A last-minute breakthrough is possible if both sides suddenly accept a narrow maritime-only deal, but the remaining political gaps make that unlikely inside two weeks.
DeepSeek V4 Pro
12% yes
Probably not — as of 2026-10-18, no US-Iran Hormuz agreement has been announced, and recent reports describe stalled talks with Iran calling the US response insufficient and demanding credible guarantees. With only about two weeks until the deadline and unresolved conditions on sanctions, compensation, and security guarantees, a concluded and announced deal is unlikely. The main upside risk is a sudden breakthrough in the indirect Qatar/Oman channel leading to a joint announcement before October 31.
Qwen 3.8 Max
15% yes
Probably not — as of October 17-18, talks remain stalled with Iran calling the US response 'insufficient' and major sticking points (sanctions, compensation, security guarantees) unresolved, leaving only ~13 days for a breakthrough. The strict resolution criteria requiring a clear, unambiguous announcement of acceptance further reduce the likelihood. A surprise diplomatic breakthrough mediated through Qatar or Oman is possible but would require a dramatic shift in the current impasse.
Mistral Medium 3.5
25% yes
Probably not — Negotiations are stalled with Iran's seven conditions unmet, and no breakthrough has been reported as of Oct 18. The main risk to this view is a last-minute compromise brokered by Qatar or Oman before Oct 31.
Kimi K3
18% yes
Probably not — as of 2026-10-18 talks remain stalled, with Iran calling the US response to its seven conditions 'insufficient' and no agreement confirmed. With only ~13 days until the deadline and deep sticking points (sanctions relief, compensation, security guarantees), a mutually announced deal is unlikely though not impossible given ongoing Qatar/Oman-mediated contacts. A sudden breakthrough or a limited extension of the June safe-passage memorandum, if formally announced by both sides, could prove this wrong.
GLM 5.3
18% yes
Probably not — talks remain stalled as of mid-October, with Iran calling the US response to its seven conditions 'insufficient' and demanding guarantees, so a fully announced, mutually accepted agreement within ~13 days looks unlikely. Indirect channels via Qatar and Oman keep some momentum, and a June precedent of temporary understandings shows deals can materialize quickly. A sudden US concession on sanctions or security guarantees could produce a surprise announcement before October 31.
MiMo V2.5 Pro
12% yes
Probably not — the latest reports show talks are stalled with Iran calling the US response 'insufficient' and demanding credible guarantees before resuming, with no confirmed agreement as of October 18. With only 13 days remaining and major sticking points unresolved (Iran's seven conditions including sanctions relief and security guarantees), the likelihood of a formal diplomatic agreement being announced is low. The main risk to this view is if backchannel negotiations through Qatar/Oman suddenly produce a breakthrough deal, as both sides remain in indirect contact.
News the AIs read (Oct 18)
- The event is **not yet confirmed as an announced diplomatic agreement**: the latest reports say US-Iran talks over reopening the Strait of Hormuz are still stalled, with Iran saying the US response to its seven conditions was “insufficient” on 2026-10-11 and 2026-10-12.
- On 2026-10-17, Iranian officials again said they were open to renewed talks only if there are “credible guarantees” against new attacks, and that a proposed seven-day path to restore normal maritime traffic has not yet produced an agreement.
- Reported June 2026 understandings were limited and temporary: sources described a June 17 memorandum allowing safe passage of commercial vessels for 60 days, with future administration of the strait left for later talks.
- Another report on 2026-10-17 said the sides remain in indirect contact through Qatar and Oman, but no final deal has been confirmed.
- The latest publicly reported sticking points are Iran’s seven conditions, including US concessions on sanctions, compensation, and security guarantees, while Washington wants broader issues addressed too.
- No confirmed new agreement has been announced as of 2026-10-18; the current facts point to ongoing negotiations rather than a concluded deal. …
Resolution rules
This market will resolve to “Yes” if a diplomatic agreement between the United States and Iran over traffic in the strait of Hormuz is announced by the specified date, 11:59 PM ET.
A diplomatic agreement refers to an official agreement, treaty, deal, or substantially similar diplomatic instrument that establishes agreed actions, policies, obligations, or commitments between the United States and Iran.
A qualifying diplomatic agreement must establish Iranian policies, obligations, or commitments aimed at permitting, restoring, or increasing vessel or shipping traffic through the Strait of Hormuz.
All listed countries must announce their acceptance of the same qualifying diplomatic agreement for the Payout Condition to be met. A joint announcement will qualify, as will separate announcements from each entity of its own acceptance of an agreement which, taken together, directly indicate that all the listed countries accepted the same agreement. Separate announcements of individual policies will not qualify if the policies are not announced as part of a diplomatic agreement.
Each announcement must be a declarative statement that clearly and unambiguously communicates acceptance of an agreement. Statements that reference ongoing negotiations or a prospective agreement, or that allude to or express support for an agreement without confirming acceptance of the agreement, do not qualify. A qualifying announcement need not reference the agreement by name or use specific terminology, provided it clearly communicates acceptance of an agreement.
Whether announcements from the listed countries represent a diplomatic agreement and whether such an agreement qualifies will be primarily determined through the announcements themselves. Where an announcement is made by all listed countries but, based on the announcements, it remains ambiguous whether the announcements represent a qualifying diplomatic agreement between the countries, this market will remain open until either i) definitive confirmation that the announcements represent a qualifying diplomatic agreement between the listed entities is achieved through further announcements from the listed countries or a consensus of credible reporting or ii) 14 calendar days (ET) have passed after the date that the last country made their first potentially qualifying announcement. If, at the end of the fourteenth calendar day, no definitive confirmation has been achieved, this market will resolve based on the totality of...
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