[ISW] 이란 업데이트 특별 보고서, 2026년 4월 29일

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핵심 내용 요약:

  • 이란은 향후 며칠 내에 미국에 제시할 다음 제안에서 의미 있는 양보를 할 가능성이 낮습니다. 강경 노선을 고수하며 협상에 임하는 이란 혁명 수비대(IRGC)의 아흐마드 바히디 소장은 호르무즈 해협에 대한 이란의 통제권 및 이란 핵 프로그램에 대해 양보할 의사가 없는 것으로 보입니다.
  • 주류 이란 정치인들은 미국이 이란 항구에 대한 해상 봉쇄를 해제하기 전까지 핵 문제 논의를 피하려는 결정에 집중하고 있습니다. 이는 바히디 소장이 선호하는 정책 결과입니다. 다른 이란 정권 세력들은 바히디 소장의 비타협적인 입장을 실질적으로 제약하지 않는 것으로 보입니다.
  • 이란 정권은 호르무즈 해협을 통과하는 선박에 통행료를 부과하기 위한 계획에 오만을 포함시킴으로써, 호르무즈 해협에 대한 주권을 행사하려는 계획을 수정하고 정당화하려 시도할 가능성이 높습니다. 이를 통해 이란은 어떤 이란의 레드라인도 침해하지 않으면서 미국에 “새로운 제안”을 제시할 수 있습니다. 그러나 오만은 이란의 제안을 거절했습니다.
  • 이란 지도자들은 전쟁 종결에 실패하는 강경 협상 입장으로 인해 발생할 수 있는 다양한 비상 사태 및 위험, 예를 들어 경제적 불안을 야기하는 경제 붕괴, 장기적인 봉쇄 또는 미국-이스라엘의 공습 재개 등을 대비하고 있습니다.
  • 이란은 전쟁, 제재, 봉쇄로 인한 경제적 압력 증가에 대응하여, 아마도 더 포괄적인 내부 보안 계획의 초기 단계로 내부 결속을 강화하고 있습니다.
  • 이란은 미국의 항구 봉쇄를 우회하기 위한 대체 방법들을 모색하고 있는 것으로 알려졌습니다. 이는 경제적 압력을 완화하는 최적의 방법은 아니지만, 미국 상업 선박 또는 이스라엘 관련 선박을 압류하거나, 러시아 및 카스피해와 인접한 다른 국가들과의 무역에 의존하거나, 심지어 후티 반군이 바브엘만데브 해협을 통해 선박을 공격하는 방법 등이 포함됩니다.
  • 이란은 휴전을 이용하여 작전 수준에서 심각하게 저하되었던 미사일 및 드론 부대를 재편성하고 재건했을 가능성이 매우 높습니다.

최신 자료 및 관련 링크:

(참고: 아래 링크들은 정보 제공 목적으로 제시되었으며, 내용의 진실성 및 최신성을 보장하지 않습니다. 실제 자료 확인 및 팩트 체크를 권장합니다.)

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[원문]

Iran is unlikely to make meaningful concessions in its next proposal to the United States, which is expected in the next several days.

April 29, 2026

Data Cutoff: 2:00 PM ET

Adham Fattah, Ben Schmida, Parker Hempel, Will Doran, Nidal Morrison, Avery Borens,

Ria Reddy, Katherine Wells, and Brian Carter

TOPLINES

Iran is unlikely to make meaningful concessions in its next proposal to the United States, which is expected in the next several days. Islamic Revolutionary Guards Corps (IRGC) Major General Ahmad Vahidi, whose hardline position on negotiations the regime has adopted, appears unwilling to concede on Iranian control over the Strait of Hormuz and Iran’s nuclear program. Iran’s delegation told Pakistani mediators on April 27 that it needed to consult Supreme Leader Mojtaba Khamenei before responding with an updated proposal following US President Donald Trump’s dissatisfaction with Iran’s lack of nuclear concessions in its April 26 three-stage plan. Vahidi maintains near-exclusive access to Mojtaba and serves as a gatekeeper who conveys Mojtaba’s approval of decisions made by formal state institutions, according to several senior Iranian sources speaking to Western and anti-regime media in recent days. The regime has adopted Vahidi’s hardline positions on negotiations, which indicates that Vahidi has significantly more power within the regime and influence over the outcome of policy decisions compared to other leaders who are more supportive of negotiations. The extent to which Vahidi or any other regime leader controls the decision making process is unclear, even though Vahidi seems to have significant influence over the outcome.

Mainstream Iranian politicians are consolidating around the decision to avoid discussing the nuclear issue before the United States lifts the naval blockade on Iranian ports, which was Vahidi’s preferred policy outcome. This illustrates that there is some level of political support for Vahidi’s policies within the broader regime, which suggests Iran’s negotiating stance will not soften in the near term. Mojtaba approved these policies in his role as supreme leader, but he lacks the stature of his father and has struggled to behave as a neutral arbiter in internal debates, according to Reuters. Assembly of Experts members and members of parliament have voiced their support for Mojtaba’s directive against discussing the nuclear issue before the US lifts the naval blockade on Iranian ports. These statements reflect the same logic that led Iranian decision makers to withdraw the Iranian negotiators from the April 11 Islamabad negotiations.

Other Iranian regime factions do not appear to materially constrain Vahidi’s uncompromising position. Saeed Jalili — also on the SNSC — and his Stability (Paydari) Front continue to advocate an even more uncompromising stance against negotiations. These ultra-hardliners reinforce Vahidi’s position against concessions in negotiations. Parliamentary Speaker Mohammad Bagher Ghalibaf appears sidelined. Ghalibaf’s recent unity statement, urging loyalty to the supreme leader, followed by an unusual April 29 audio message reiterating support for the supreme leader, suggests he has acquiesced to the dominant hardline position on negotiations. Reformist voices, such as Pezeshkian and former President Hassan Rouhani, who previously called for negotiations to prioritize Iran’s economy, appear absent from the current decision making and information space, further narrowing the range of policy options. The regime-imposed internet shutdown, presumably enforced by the IRGC, is almost certainly contributing to the absence of dissenting views.

KEY TAKEAWAYS

  • Iran is unlikely to make meaningful concessions in its next proposal to the United States, which is expected in the next several days. Islamic Revolutionary Guards Corps (IRGC) Major General Ahmad Vahidi, whose hardline position on negotiations the regime has adopted, appears unwilling to concede on Iranian control over the Strait of Hormuz and Iran’s nuclear program.

  • Mainstream Iranian politicians are consolidating around the decision to avoid discussing the nuclear issue before the United States lifts the naval blockade on Iranian ports, which was Vahidi’s preferred policy outcome. Other Iranian regime factions do not appear to materially constrain Vahidi’s uncompromising position.

  • The Iranian regime is likely attempting to modify and legitimize its plan to exert sovereignty over the Strait of Hormuz by including Oman in a scheme to collect tolls on shipping through the Strait. This would enable Iran to present a “new proposal” to the United States without compromising on any Iranian red lines. Oman rejected Iran’s proposal, however.

  • Iranian leaders are preparing for a variety of contingencies and risks that could result from a hardline negotiating position that fails to end the war, including an economic collapse that triggers economic unrest, a long-term blockade, or a resumption of the US-Israeli air campaign.

  • Iran has responded to growing pressure on the economy caused by the war, sanctions, and the blockade by shoring up internal unity, presumably as an initial step in a more comprehensive internal security plan.

  • Iran is reportedly exploring alternative methods to circumvent the US blockade of its ports, which is a suboptimal way to alleviate some of the economic pressure, including seizing US commercial vessels or Israeli-linked vessels, relying on trade with Russia and other countries bordering the Caspian Sea, or even the Houthis attacking vessels through the Bab el Mandeb Strait.

  • Iran has almost certainly used the ceasefire to reorganize and regenerate its missile and drone forces, which were badly degraded on the operational level prior to the ceasefire.

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