IRAN OFFICIALS PESSIMISTIC ABOUT DEAL WITH U.S. BEFORE MIDTERMS
Why now
Thesis: Iran diplomacy stalls into midterms, keeping crude supply risk bid
Catalyst to watch: Any US-Iran talks resuming or breaking down
Main risk: Deal surprise would unwind oil risk premium
Why it matters
Low odds of a US-Iran deal before midterms keeps sanctions and supply-risk premium alive in crude.
Details
IRAN OFFICIALS PESSIMISTIC ABOUT DEAL WITH U.S. BEFORE MIDTERMS
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- x · 2026-09-28 16:39 UTC