iran deal
35 articles
Oil Falls to Pre-War Levels as Markets Price a Hormuz Deal
Crude erased its war-risk premium Thursday, falling to pre-conflict levels — a market bet that the Versailles framework delivers a deal before IRGC enforcement resumes.
Iran Requires 48-Hour Advance Request for Strait of Hormuz Transit
Iran's maritime authority is requiring vessels to file passage requests 48 hours before crossing the Strait of Hormuz, Middle East Eye reported Friday — a new post-deal operational rule.
First Post-Deal LNG Tanker Clears Hormuz, Arrives at India's Dahej
The Malta-flagged LNG carrier Disha arrived Friday at India's Dahej terminal — the first liquefied natural gas cargo to transit the Strait of Hormuz since the US-Iran deal was announced last weekend.
Tanker Body Says 80 Mines Still Block Hormuz Center, Delaying Reopening
A tanker owner trade body says the center of the Strait of Hormuz remains blocked by about 80 mines that will take 'some time' to clear, the Guardian reported Thursday.
IRGC Silence, Not Versailles, Holds the Hormuz Reopening
Saudi Aramco's three supertankers crossed the Strait of Hormuz unchallenged Thursday. Iran's naval silence — not the Versailles signature — holds the Friday reopening.
The Freight Tape Has the Final Word on Friday's Hormuz Reopening
The Versailles signature and Brent's slide priced Friday as the base case. The Lloyd's JWC follow-up, the VLCC TCE spread, and the AIS cadence have not run yet.
Trump Says Strait of Hormuz Will Fully Reopen by Friday, Toll-Free
President Trump on Tuesday told reporters the Strait of Hormuz will be fully reopened by Friday and remain toll-free on a permanent basis, per remarks reported by Anadolu.
White House Calls Iran MOU a Framework; Nuclear Talks to Follow
The White House said the proposed US-Iran memorandum of understanding is a framework agreement only, with nuclear talks to begin after Friday's signing.
Lloyd's War-Risk Listing Is the Hormuz Reopening's Quiet Tell
Lloyd's Joint War Committee lists the Persian Gulf as a war zone. Until that listing is amended and additional premiums fall, the Hormuz reopening is not yet a market fact.
What Israel's Silence Inside the Geneva Window Tells Tehran
An Israeli statement inside the Geneva signing window would be read in Tehran as either ratification or sabotage. The shape and timing of that statement — or its absence — is the operative variable.
MOU vs. Treaty: How Geneva's Form Shapes What It Can Do
Why labeling the Geneva framework a memorandum of understanding rather than a treaty changes ratification, enforcement, and the next administration's options on Iran.
Iran Confirms MoU Includes Frozen-Funds Mechanism as Switzerland Offers to Host
Tehran's foreign minister says the proposed US-Iran agreement covers frozen funds and an 'all fronts' war end including Lebanon. Pakistan claims a final text is set; the UAE will release billions; Switzerland offers to host the signing.
Trump Rejects Leaked Iran Terms as Tehran Asserts Hormuz Dominance
President Trump called the leaked draft memorandum "dishonorable" and "totally false" as Iran's army chief claimed Hormuz dominance and Vance ruled out cash. Oil fell anyway.
Hormuz Control Emerges as Friction Point in Draft Iran Deal
Tehran says no final decision has been made on a draft memorandum with Washington, and Iran's state media signals it will not cede control of the Strait of Hormuz. Israel says it was not consulted.
US and Iran Said to Prepare Direct Talks During Ceasefire
Washington and Tehran are reportedly preparing direct negotiations during the announced ceasefire, even as Iran publicly insists no final deal has been reached.
Iran Walks Back Deal as Hormuz Incidents Continue
Hours after Trump declared a 'great settlement' and called off Iran strikes, Tehran said no final decision had been made and Hormuz incidents continued.
Trump Says Iran Deal 'Very Close' on Day 100 of War
Trump told NBC a deal with Iran is 'very close' and that Tehran has 'conceded' on nuclear weapons, hours after Iran formally raised its complaint to the IAEA on day 100 of the war.
Iran Sets Conditions for Accepting Trump Deal
Tehran demands 50 percent of frozen assets released upon signing any MoU with Washington, while the IRGC ties regional calm to Israeli withdrawal from occupied territories.
Trump Blasts Netanyahu, Blocks Israeli Plan to Strike Beirut
Trump sharply criticized Netanyahu in a heated phone call over Israel's Lebanon escalation, accusing him of ingratitude and intervening to stop a planned strike on Beirut, according to Axios.
IAEA Chief Calls Iran Uranium Transfer 'Difficult but Not Impossible'
IAEA Director General Grossi said moving Iran's 440kg of near-weapons-grade uranium out of the country is technically feasible, as Trump predicts a deal within a week and Tehran warns Israeli attacks in Lebanon could end talks.
Trump Sends Iran Deal Back for Revisions as Oil Tops $94
Trump submitted a revised Iran proposal with stricter nuclear and Hormuz provisions as Brent crude topped $94 and the IRGC warned that cooperation with hostile forces near the strait would be treated as a security threat.
Trump's 'Final Determination' Meets Tehran's Denial as Oil Sinks
Trump and Vance signaled an Iran deal is close. Within hours Tehran said no agreement exists. The gap between the two capitals is now the macro story driving oil.
Israeli Hawks Push Back on Trump's 60-Day Iran Framework
Israeli political and security hawks are pressing the Netanyahu government to oppose the White House's 60-day Iran ceasefire-and-deal framework, arguing it freezes rather than dismantles Tehran's nuclear program.
Trump Conditions Iran Deal On Abraham Accords Expansion
President links US-Iran agreement to normalization demands on Muslim-majority capitals, widening the deal beyond bilateral terms and inviting pushback from Tehran.
Iran Says Deal With US 'Not Imminent' as Israel Calls Framework a Failure
Tehran walks back the weekend's deal timeline and rejects linking frozen assets to nuclear talks, while Israeli officials publicly brand the emerging framework a failure.
Oil Slides Below $100 on Iran Deal Hopes, Then US Walks the Timeline Back
Brent fell under $100 on reports of a "pretty solid" US-Iran framework before Rubio, Trump and Tehran all softened the timeline — leaving a paper deal that trails the physical reopening of Hormuz.
Hormuz Reopens in Fact as Washington and Tehran Argue the Terms
Tankers are transiting the Strait of Hormuz, a US official says no mines were found, and Iran has reportedly agreed in principle to reopen the chokepoint — even as the paper deal remains contested.
Trump Tells US Negotiators 'Not to Rush' Iran Deal as Timeline Slips
Hours after announcing a 60-day ceasefire framework, Trump instructed US negotiators not to rush a final agreement, reopening the timeline question after Senate and Israeli pushback.
Bipartisan Senate Pushback Hardens Against Trump Iran Deal Framework
Senate Democrats call the leaked terms 'worse than before' the JCPOA while a bloc of pro-Israel Republicans warns of a 'disastrous mistake' ahead of Sunday's announcement.
Rubio Says Hormuz Can Reopen 'Without Toll' as Insurance Premiums Hold at 5%
Secretary Rubio's 'no toll' line is the U.S. counter to Iran and Oman toll proposals, but war-risk insurance premiums have not budged from five times pre-war levels.
White House Set to Unveil Iran Deal Sunday With 60-Day Ceasefire
Reports describe a US-Iran framework due Sunday: a 60-day ceasefire extension, phased release of frozen Iranian assets tied to nuclear verification, capped enrichment, and IAEA inspections.
Trump Calls Iran Deal 'Largely Negotiated' as Tehran Rejects Framing
Trump says a US-Iran deal is largely negotiated with the Strait of Hormuz reopening; Iran's foreign ministry calls his framing inconsistent with reality and the IRGC dismisses his comments outright.
Trump Warns Iran His Patience Is Running Out, Xi Summit Yields No Deal
Trump said he will not be "much more patient" with Iran as his Beijing summit with Xi Jinping ended without binding commitments on the Hormuz blockade, raising pressure for a negotiated deal.
Brent Crude Drops 8.6% to $106 on Iran Deal Optimism
Brent fell $10 to $106.52/barrel and WTI neared $93 as traders priced out conflict risk on reports of an imminent US-Iran nuclear framework agreement.
Trump Pauses Hormuz Escort Operation, Cites Deal Progress
President Trump halted 'Project Freedom' military escorts through the Strait of Hormuz, saying Iran nuclear talks are making 'great progress' toward a final agreement.