WS #10344
US and Iran begin direct talks in Switzerland with a 60-day roadmap, countering the Strait of Hormuz crisis and bearish oil thesis. Ukraine strikes Tyumen oil refinery 2,000km inside Russia, disrupting Russian oil supply and spiking gasoline prices in Moscow. Trump warns Iran to stop Hezbollah or face renewed US strikes, partially offsetting the de-escalation narrative.
US-Iran Peace Talks De-escalation
US and Iran begin direct talks in Switzerland with a 60-day roadmap, countering the Strait of Hormuz crisis and bearish oil thesis.
Ukraine strikes Tyumen oil refinery 2,000km inside Russia, disrupting Russian oil supply and spiking gasoline prices in Moscow.
Trump warns Iran to stop Hezbollah or face renewed US strikes, partially offsetting the de-escalation narrative.