*SH*T* IRAN TALKS JUST COLLAPSED

TL;DR

US-Iran nuclear talks in Pakistan collapsed after 21 hours with no deal, as Iran demanded uranium enrichment rights and Strait of Hormuz control.

Key Points

• 1.Iran's demands went far beyond pre-war conditions. Iran demanded control over the Strait of Hormuz, war reparations or transit tolls, and the right to enrich uranium — none of which it held before the conflict.
• 2.JD Vance left Pakistan without a deal after 21 hours of negotiations. He announced a 'best and final offer' requiring zero nuclear enrichment and no Hormuz tolls — essentially the same starting position as before the ceasefire.
• 3.Hormuz traffic has been cut nearly in half. Ships transiting the strait dropped from 140–150 per week to roughly 70, with vessels detouring around a suspected minefield and paying Iran extortion fees or being Iranian allies.
• 4.Iran's nuclear stance is framed as a religious right. Iran's foreign minister accused the US of 'maximalist and unlawful demands,' arguing uranium enrichment is a god-given right, making any enrichment limits a non-starter for Tehran.
• 5.The host rates the collapse worse than his 40% disappointment scenario. No framework or outline was produced — unlike typical Trump-style negotiations — and Iran believes it now holds more leverage post-war than it did before.