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Posts by Institute for the Study of War

4/ The US Navy interdicted the sanctioned Botswana-flagged tanker TIFANI in the INDOPAC area of responsibility overnight on April 20 & 21. The US sanctioned TIFANI in July 2025 for transporting illicit Iranian oil. The vessel has previously taken trips to Qinzhou, China, a hub for Iranian imports.

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3/ The Iranian delegation may attempt to secure a ceasefire extension. The ceasefire is set to expire in the evening Washington time on April 22, according to US President Donald Trump. Trump has repeatedly stated that he does not want to extend the ceasefire.

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2/ Ghalibaf & those defending negotiations remain under significant pressure because the IRGC continues to reject negotiations with the US & several stated US demands. An unnamed source told Axios that Supreme Leader Khamenei issued formal approval for Iran’s participation in a 2nd round of talks.

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NEW | An Iranian delegation, including Parliament Speaker Mohammad Bagher Ghalibaf, will likely go to Islamabad, Pakistan for negotiations with the US on April 22. Ghalibaf seems to prefer negotiations and has publicly defended the negotiations against IRGC backlash.

More Key Takeaways ⬇️ (1/4)

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Iran Update Special Report, April 20, 2026 US and Iranian delegations will reportedly meet in Islamabad, Pakistan, for a second round of talks in the coming days.

3/ US and Iranian delegations will reportedly meet in Islamabad, Pakistan, for a second round of talks in the coming days. US and Iranian demands appear to have largely stayed the same, however.

w/ @criticalthreats.bsky.social: isw.pub/IranUpdate04...

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2/ Vahidi is reportedly the only Iranian official with direct access to Supreme Leader Mojtaba Khamenei and is serving as a conduit for relaying key decisions to other regime officials, according to Israeli media on April 19.

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NEW: Iranian Parliament Speaker Ghalibaf appears to be engaged in a serious intra-regime debate with IRGC Commander Major General Ahmad Vahidi and other senior regime officials opposed to negotiations with the US. Vahidi appears to have the upper hand at the moment. 🧵(1/3) isw.pub/IranUpdate04...

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3/ Ukraine continues to expand its cooperation with Gulf States.

Ukrainian forces recently advanced in the Borova direction and western Zaporizhia Oblast.

Russian forces recently advanced in northern Sumy Oblast and in the Kostyantynivka-Druzhkivka and Dobropillya tactical areas.

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2/ Russian forces continue to struggle to defend Russian infrastructure against repeated Ukrainian strikes.

Russian forces attempted to use long-range one-way strike drones to assassinate Serhiy “Flash” Beskrestnov, a Ukrainian Ministry of Defense (MoD) advisor on defense technology.

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NEW: Swedish intelligence assessments are consistent with ISW’s longstanding assessments about the significant challenges the Russian economy is facing and the Kremlin’s efforts to conceal these issues to falsely present Russia as able to sustain its war indefinitely. 🧵(1/3) isw.pub/UkrWar042026

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12/ ISW-CTP will provide further analysis on the negotiations and ceasefire in its April 20 Iran Update.

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11/ The US Navy has likely forced two Iranian-linked and US-sanctioned vessels to turn around near the blockade line since ISW-CTP's last data cutoff on April 19, according to commercially available shipping data.

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10/ US Central Command confirmed that the US Navy has turned back 27 vessels attempting to enter or exit Iranian ports since the start of the blockade.

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9/ The Iranian regime shipping subsidiary that operates Touska previously transported 1,000 tons of sodium perchlorate from China to Iran in 2025, according to the Wall Street Journal.

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8/ The director of a maritime transparency project, @GordianKnotRay, noted that the Touska traveled to Zhuhai Port in China twice in March. Zhuhai Port is considered a loading port for chemicals, including missile fuel precursor sodium perchlorate, according to the Washington Post.

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7/ The Iranian Khatam ol Anbia Central Headquarters spokesperson condemned the US Navy’s seizure of the Iranian-owned cargo ship, Touska, on April 19, describing it as a ceasefire violation.

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6/ US President Trump told Bloomberg that it’s “highly unlikely" that he’d extend the ceasefire if Iran and the United States do not reach a deal before the ceasefire ends..

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5/ ISW-CTp previously assessed that IRGC Commander Ahmad Vahidi and members of his inner circle, not Ghalibaf, are likely driving decision-making in Tehran, however.

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4/ Ghalibaf’s messaging may have been in response to recent criticism from Iranian hardliners about Iran’s participation in negotiations. Ghalibaf may be attempting to secure a ceasefire extension. The ceasefire is set to expire in the evening Washington time on April 22, according to Trump.

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3/ Iranian Parliament Speaker Mohammad Bagher Ghalibaf, who was part of the Iranian delegation in the first round of negotiations in Islamabad, defended Iran’s participation in negotiations as a means to secure Iranian objectives in an interview with Iranian state media on April 18.

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2/ Iran has yet to confirm whether it will send an Iranian delegation to Islamabad. The Iranian Foreign Affairs Ministry spokesperson stated that Iran is still reviewing the US proposal that Pakistani Army Chief Asim Munir conveyed to Iran during his visit to Tehran last week.

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NEW | US President Donald Trump stated that Vice President JD Vance, US Special Envoy to the Middle East Steve Witkoff, and Jared Kushner are “heading over [to Islamabad, Pakistan] now” for a second round of negotiations with Iran. (1/12)

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6/ A statement released by Iranian-backed Iraqi militia Kataib Hezbollah on April 18 appears to confirm that IRGC Quds Force Commander Brigadier General Esmail Ghaani discussed preparations for renewed conflict with the US and Israel during his meetings with Iraqi militia leaders in Baghdad.

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5/ Incomplete reporting about the damage that the US-Israeli combined force inflicted on Iran’s ballistic missile and drone programs precludes the development of a quantitative assessment about the threat that Iranian missiles and drones still pose.

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4/ JD Vance, Steve Witkoff, and Jared Kushner are expected to travel to Islamabad, Pakistan, to engage in negotiations with Iran on April 21. ISW-CTP has not observed any Iranian sources confirming Iran’s participation in the negotiations as of 6:00 PM ET on April 19, however.

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3/ US forces seized an Iranian-flagged container ship for the first time during the war. Commercially available shipping data indicates that the US Navy also forced at least three Iranian or Iranian-linked ships to change course toward Iranian ports on April 19.

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2/ More Key Takeaways:
Iran is trying to establish a protection racket in the strait by granting priority transit to vessels that pay fees and comply with IRGC protocols to try to consolidate control over the strait. Iran continued to prevent non-Iranian-linked vessels from transiting the strait.

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NEW: A US settlement/resolution that enables Iran to control traffic through the strait would represent a major US defeat and set a precedent w/ implications for global trade, given the strait’s role as an energy chokepoint. (1/6)

Iran Update Special Report, April 19, 2026: isw.pub/IranUpdate04...

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3/ Ukrainian forces recently advanced in the Kostyantynivka direction. Russian forces recently advanced in Kursk Oblast.

Russian forces launched 236 drones against Ukraine. Ukrainian forces struck the Atlant Aero drone development and production plant in Taganrog, Rostov Oblast.

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2/ The USF used a USV-launched interceptor drone to intercept a RU Shahed long-range strike drone for the 1st time & are creating USF naval drone battalions.

RU defense industrial enterprise director criticized how the RU govt’s policies overcooled the economy, hurting import substitution efforts.

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