The United States and Iran reach an interim diplomatic agreement based on mediator proposals.
Qatari and regional mediators presented a formula to resolve shipping lane insecurity and broader conflict. A formal bilateral or mediated pact would fulfill this statement.
Across 6 frontier models answering independently, the panel thinks this is unlikely: the median is 18%.
They broadly agree, 23 points between GPT at 31% and Gemini at 8%.
Nothing is settled until 9 Feb 2027, when the outcome is checked against sources and every number above gets a permanent score.
What each one said
-
GPTOpenAI
It turns on whether Tehran and Washington accept limited de-escalation without first resolving nuclear and sanctions disputes.
- Qatar or Oman can broker talks, but any pact needs White House, Iranian leadership, and likely Israeli-security buy-in by February 2027.
- Past indirect U.S.-Iran understandings have occurred, but durable written interim deals usually stall on sanctions relief and verification.
- A sustained Strait of Hormuz crisis or release-for-restraint package would sharply raise the odds.
31% -
DeepSeekDeepSeek
Only a US-Iran deal trading sanctions relief for nuclear/shipping limits counts, and neither side has shown it will sign before February.
- Mediators (Qatar, Oman) have floated formulas since 2025, but Washington demands uranium enrichment caps and Tehran demands sanctions relief first.
- The 2023 Qatar-brokered prisoner swap and 2015 JCPOA took 2+ years of talks; a full interim pact in under 3 months is far above that base rate.
- A verified IAEA inspection breakthrough or a US sanctions waiver would most change my mind, but no such step is scheduled before February 2027.
22% -
GrokxAI
US and Iranian leaders must both accept a Qatari-mediated formula in under 90 days.
- Neither capital has closed a formal pact since the 2015 JCPOA; talks routinely stall for years on verification and sanctions.
- The 90-day window to 9 Feb 2027 sits far below the historical pace of even interim nuclear or maritime deals.
- A sudden Hormuz blockade or new US administration mandate could force speed, but no such trigger is visible now.
18% -
ClaudeAnthropic
Depends on whether Washington and Tehran both soften enough to sign any mediated interim text by Feb 2027.
- US-Iran talks have repeatedly stalled since 2025 over enrichment limits, sanctions relief sequencing, and domestic political constraints on both sides.
- Base rate for formal US-Iran agreements historically is low given decades of distrust, though Qatari/Omani mediation has produced partial deals before (e.g. 2023…
- A major shift like a new shipping crisis escalation forcing urgent de-escalation, or a political reshuffle in Tehran/Washington, would most change this estimate.
17% -
QwenAlibaba
Three months is short for a formal US-Iran pact even at interim level; domestic politics on both sides are the binding constraint.
- Base rate is stark: since JCPOA collapse in 2018, only the Sept 2023 prisoner swap qualifies as a mediated US-Iran arrangement, and that took months of back-channeling…
- A Trump administration faces congressional and ideological resistance to any concession to Iran; Khamenei's office has repeatedly rejected negotiations under maximum…
- The one development that would shift this sharply upward: a major shipping-lane escalation (e.g., Hormuz closure threat) forcing both sides to accept a narrow…
14% -
GeminiGoogle
A three-month window is too narrow for Washington and Tehran to finalize even an interim pact amid ongoing regional proxy friction.
- Interim deals between Washington and Tehran historically require 6 to 18 months of technical talks, far exceeding this 90-day horizon.
- Iran requires front-loaded sanctions relief that the US administration cannot easily deliver without extensive congressional pushback.
- A coordinated de-escalation by Houthi and Iraqi militias verified by US intelligence would be the only catalyst to alter this timeline.
8%
6 of 6 models answered · 23 points between the highest and lowest. None was shown the market price.
Question sourced from a news sweep on 11 Nov 2026. Forecast by google/gemini-3.8-flash, anthropic/claude-sonnet-5, openai/gpt-5.6-terra, x-ai/grok-4.6, deepseek/deepseek-v4.1-flash, qwen/qwen3.8-max-0902 via OpenRouter.