FCC 1-2 PHI · 50% COL 2-1 DCU · 54% NEW 1-0 CFM · 47% AL- 3-0 AL- · 65% COR 1-1 VIT · 42% SPO 1-2 FCD · 60% ST. 2-1 SAN · 49% ACM 1-1 INT · 42% EST 0-1 LEM · 44% AND 1-2 KVC · 43% SKB 0-2 UNI · 62% BAR 3-0 ALA · 64% AST 1-0 FUL · 46% DEP 0-0 TAL · 37% FCC 1-2 PHI · 50% COL 2-1 DCU · 54% NEW 1-0 CFM · 47% AL- 3-0 AL- · 65% COR 1-1 VIT · 42% SPO 1-2 FCD · 60% ST. 2-1 SAN · 49% ACM 1-1 INT · 42% EST 0-1 LEM · 44% AND 1-2 KVC · 43% SKB 0-2 UNI · 62% BAR 3-0 ALA · 64% AST 1-0 FUL · 46% DEP 0-0 TAL · 37%
Politics · Kalshi · Closes Dec 1, 2026

Will the US agree to a new Iranian nuclear deal this year?

US-Iran nuclear deal?

10 AI models
24% yes

0 lean yes · 10 lean no

Kalshi when AIs voted
7% yes

Now 7%

The AIs are 17 points more bullish than Kalshi.

What each AI says

GPT-5.6 Luna

36% yes

Probably not — as of October 18, the parties have only agreed on guiding principles, with enrichment limits and disposition of Iran’s enriched uranium still unresolved, leaving roughly six weeks before the deadline. The existing framework and 60-day window could still produce a rapid bargain, but the main risk to this call is that negotiators convert the current understanding into a formally accepted, verifiable nuclear-and-sanctions agreement before December 1.

Claude Sonnet 5

16% yes

Probably not — as of mid-October talks have only produced vague 'guiding principles' with Araghchi explicitly denying a deal is imminent, and core nuclear issues (enrichment limits, uranium stockpile disposition) remain unresolved with a 60-day negotiation window just starting. A final signed/accepted written deal with verifiable restrictions and sanctions relief by Dec 1 would require unusually rapid progress; could be wrong if the 60-day window compresses and both sides rush to finalize before the deadline.

Gemini 3.8 Flash

18% yes

Probably not — with only six weeks remaining until the December 1 deadline, talks remain stuck on guiding principles and establishing a 60-day negotiation window, with Iranian officials explicitly stating a deal is not imminent. Major sticking points regarding enrichment limits and uranium stockpiles remain unresolved, making a finalized formal agreement very difficult to achieve in time. However, intense diplomatic momentum or an interim breakthrough officially agreed upon by both governments before December could trigger a YES resolution.

Grok 4.6

22% yes

Probably not — current reporting shows only guiding principles and a 60-day window that starts now, with enrichment stocks, centrifuge limits and other core nuclear restrictions still unresolved and no qualifying written instrument. The June framework explicitly deferred the nuclear file and would not have met the verifiable-restrictions-plus-sanctions test. A last-minute public official acceptance of full terms before 1 Dec remains possible if talks suddenly accelerate, but Iranian preconditions and the remaining gaps make that unlikely.

DeepSeek V4 Pro

30% yes

Probably not — despite the June framework, key nuclear terms remain unresolved as of mid-October, and Iranian officials say no deal is imminent. The 60-day negotiation window could still produce a formal agreement before Dec 1, but unresolved enrichment limits, stockpile disposition, and sanctions relief details make that unlikely. The main risk to this view is a sudden political breakthrough or high-level signing ceremony in November.

Qwen 3.8 Max

18% yes

Probably not — as of October 17, Iran's foreign minister explicitly stated a deal is not imminent, key nuclear issues (enrichment limits, uranium stock disposition) remain unresolved, and only 'guiding principles' have been agreed upon. With just six weeks until the December 1 deadline and the resolution criteria requiring verifiable restrictions plus sanctions relief in a formal written agreement, the timeline appears too tight. A sudden political breakthrough or pressure from both sides could still produce an agreement, but current momentum does not support it.

Mistral Medium 3.5

35% yes

Probably not — The latest reports indicate unresolved nuclear issues and only guiding principles agreed, with a 60-day window for further talks. The main risk to this view is a last-minute breakthrough before December 1.

Kimi K3

18% yes

Probably not — as of today there is no final written deal, only 'guiding principles,' and Iran's own foreign minister says a deal is not imminent. Key sticking points (enriched uranium stocks, enrichment limits, verification) remain unresolved, and the framework only opens a 60-day negotiation window that would push any final agreement past the Dec 1 close. What could prove me wrong: a rapid breakthrough where both governments publicly agree to terms within the next six weeks, which the loose 'agreed to' resolution standard would count even without formal signing.

GLM 5.3

30% yes

Probably not — as of mid-October 2026 only 'guiding principles' are agreed, Araghchi explicitly says a deal is not imminent, and core issues (enrichment limits, disposition of uranium stocks) plus sanctions relief terms remain unresolved with a 60-day negotiation window still running. However, the resolution clarification allows a Yes on official mutual agreement to terms before formal signing, and the June framework shows both sides want an agreement, so a late push before Dec 1 is plausible. A sudden announcement of finalized terms in November would prove me wrong.

MiMo V2.5 Pro

12% yes

Probably not — as of mid-October 2026, the two sides have only reached a preliminary understanding on 'guiding principles,' and the core nuclear issues (enrichment limits, centrifuge caps, enriched uranium stockpile disposition) remain unresolved, with a 60-day negotiation window still ahead. The resolution rules require a formal written agreement with verifiable restrictions on Iran's nuclear program AND sanctions relief, which is a high bar given the reported gaps. What could prove me wrong is if back-channel negotiations accelerate dramatically and a comprehensive deal is finalized before December 1, but the current trajectory suggests that timeline is very tight.

News the AIs read (Oct 18)
- On 2026-10-18, there is **no publicly confirmed final written US-Iran nuclear deal** yet; the most recent reports say talks are ongoing and the nuclear issues remain to be finalized. - On 2026-06-19, the White House said a US-Iran agreement was reached, but the released framework said Iran’s nuclear program would be handled in a later phase of negotiations rather than fully settled then. - On 2026-10-17, reporting said the two sides had reached only an understanding on “guiding principles,” and Iranian Foreign Minister Abbas Araghchi said that did **not** mean a deal was imminent. - On 2026-10-17, reports said the current proposal still leaves key nuclear questions unresolved, including how Iran would relinquish enriched uranium stocks and the exact limits on enrichment. - On 2026-10-17, reports said the existing framework does not itself impose full limits on Iran’s nuclear program and instead sets up a 60-day negotiation window. - On 2026-10-12, Iranian officials said Tehran was still reviewing US proposals and that talks must meet Iran’s preconditions; mediation was reported via Pakistan and Qatar. - Older background: the June 2026 documents said Iran would not seek nuclear weapons and would down-blend enriched uranium under IAEA supervision, but they also left core sticking points unresolved. …
Resolution rules
If the United States has agreed to, signed, or accepted a new Iran-US nuclear deal before Dec 1, 2026, then the market resolves to Yes. An agreement also made with other countries (i.e. multilaterally) is still encompassed if the United States participates. "A new Iran-US nuclear deal" means a formal written agreement signed by authorized representatives of both the United States and Iran that (1) imposes verifiable restrictions on Iran's nuclear program, including limits on uranium enrichment, centrifuge numbers, or nuclear facility operations, AND (2) provides for the lifting, suspension, or modification of at least one US economic sanction on Iran in exchange for Iran's nuclear commitments. Clarification (04/19/26): The Agreement Long rulebook variable defines the nature of the qualifying instrument: it must be a formal written agreement signed by authorized representatives of both governments. It does not impose a precondition that the signing itself must occur before resolution. Because the Payout Criterion is satisfied if the United States has "agreed to, signed, or accepted" such an instrument, both governments publicly and officially agreeing to the terms of what will be a qualifying written agreement is sufficient to resolve the market to Yes, even if the formal signing has not yet taken place. Clarification (06/02/26): A qualifying instrument must impose "verifiable restrictions on Iran's nuclear program." A restriction is "verifiable" only where it establishes a concrete, objectively ascertainable standard (a defined limit, prohibition, quantity, or monitoring provision) against which compliance could in principle be confirmed; a general expression of intent that fixes no such standard is not considered “verifiable” for the purposes of this event. Accordingly, a bare pledge not to develop or pursue nuclear weapons, unaccompanied by any concrete limit on Iran's nuclear materials, activities, or facilities, does not on its own satisfy criterion (1). Conversely, a commitment to completely 'stop' or ‘suspend’ a specific nuclear activity (such as uranium enrichment) establishes a concrete prohibition (an implicit limit of zero) and qualifies as a restriction, whereas a vague promise to 'reduce' activities without a defined metric or monitoring mechanism does not. The enumerated examples (limits on uranium enrichment, centrifuge numbers, or nuclear facility operations) are illustrative and not exhaustive: a formal, verifiable commitment to remove, t...

Market prices: Kalshi. TuringStats is not affiliated with Kalshi.

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