This post was originally published on this site.Any credible signal that Iran might reconsider its non-nuclear posture adds a new layer of geopolitical risk premium to oil markets already pricing in Strait of Hormuz disruption and an active blockade. Coming from the secretary of Iran’s Supreme National Security Council rather than a peripheral commentator, the remarks carry more institutional weight than earlier statements from hardline figures and could sharpen market attention on any future move by Tehran to restrict IAEA access or accelerate enrichment activity. The timing, alongside Washington’s escalating economic pressure campaign, suggests Tehran may be using nuclear ambiguity...

This post was originally published on this site.The near standstill in Strait of Hormuz shipping keeps a geopolitical risk premium embedded in oil prices, with traders likely to stay cautious heading into Monday’s sanctions announcement from Washington. Iran’s parliament advancing a bill to charge navigation, environmental, fueling, insurance and safety fees on transiting vessels suggests Tehran is moving toward formalised, monetised control of the waterway rather than a purely war-linked disruption, raising the odds this becomes a semi-permanent cost layered onto Gulf shipping rather than something that unwinds once the conflict does. Any sign that China, the largest buyer of...