An Israeli source says "we do not see a real chance of reaching an agreement between the United States and Iran", Al Hadath reports

Israeli sources in particular have a track record of signalling pessimism about any US-Iran track at moments when talks show momentum, since an agreement that eases sanctions or de-escalates tensions runs counter to the preferred Israeli line; prior episodes have repeatedly seen such comments followed by continued or resumed contacts. The transmission channel in comparable episodes has been crude and gold, where a lower probability of a deal trims the expected return of Iranian supply and sustains a geopolitical risk premium in WTI and Brent, with secondary support for haven currencies against the dollar's broad complex. The distinction that has mattered in the past is between rhetorical pessimism and an actual breakdown: talks collapsing, delegations leaving, or sanctions action tends to hold the risk premium, while anonymous negative soundings alone have tended to fade within sessions. What is worth watching next is confirmation or denial from the US or Iranian side, any change in the schedule of the next negotiating round, and movement on the sanctions or enforcement front, since those are the tells that separate posturing from a genuine shift in trajectory.