Commodities April 27, 2026 01:45 PM

White House Says Trump Held Talks on New Iranian Offer, Emphasizes Existing Demands

Press secretary says proposal discussed included opening the Strait of Hormuz and deferring nuclear talks, while U.S. demands remain unchanged

By Derek Hwang
White House Says Trump Held Talks on New Iranian Offer, Emphasizes Existing Demands

White House press secretary Karoline Leavitt said President Donald Trump consulted with senior national security aides about a new proposal from Iran that would open the Strait of Hormuz and postpone discussion of Iran's nuclear program. Leavitt did not endorse the proposal and reiterated the administration's unchanged conditions that the waterway remain open and that Iran surrender its enriched uranium.

Key Points

  • President Trump discussed a new Iranian proposal with top national security aides on Monday. - Sectors impacted: government, defense.
  • The proposal reportedly would open the Strait of Hormuz and postpone discussion of Iran’s nuclear program. - Sectors impacted: energy, shipping, global oil markets.
  • White House press secretary Karoline Leavitt said Trump’s bottom line demands remain unchanged: the Strait of Hormuz must be open and Iran must hand over its enriched uranium. - Sectors impacted: energy, defense, international diplomacy.

WASHINGTON, April 27 - President Donald Trump conferred with his top national security advisers on Monday about a fresh Iranian proposal aimed at resolving the conflict with Tehran, White House press secretary Karoline Leavitt told reporters.

Leavitt characterized the proposal as one in which the Strait of Hormuz would be opened, with Iran's nuclear program to be addressed at a later stage. She did not offer her own view on the plan during the briefing and said the administration's fundamental demands have not changed.

According to Leavitt, the president's core conditions remain that the Strait of Hormuz - the oil transit waterway - be open, and that Iran hand over its enriched uranium. She cautioned against drawing conclusions from the morning discussion and said the public will hear directly from the president on the matter.

"I wouldn’t say they’re considering it. I would just say that there was a discussion this morning that I don’t want to get ahead of, and you’ll hear directly from the president, I’m sure, on this topic," Leavitt told reporters.

The exchange at the briefing underscored that the administration had received and discussed an Iranian proposal that includes timing changes for nuclear talks in exchange for reopening a critical shipping route. Details beyond the basic elements described by Leavitt were not provided during the briefing.

Officials did not offer additional specifics about the content of Iran's proposal or any follow-up steps decided during the meeting. Leavitt framed the event as a discussion among senior national security officials and the president rather than as an indication of imminent policy change.


For now, the administration's publicly stated position remains focused on two explicit objectives: keeping the Strait of Hormuz open for oil transit and securing Iran's enriched uranium. Leavitt's remarks left open the timing and next steps, with an explicit suggestion that further comment would come from the president.

Risks

  • Uncertainty over whether the Iranian proposal will be accepted or advanced, since officials described only a discussion without indicating a decision. - Affects: government policy, diplomatic relations.
  • Potential for continued ambiguity around control and access to the Strait of Hormuz if no agreement is reached, which could influence oil transit and related markets. - Affects: energy and shipping sectors.
  • Limited public details and the administration’s indication that further statements will come from the president create short-term informational uncertainty for markets and stakeholders. - Affects: financial markets and energy market participants.

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