Iran urges dialogue and diplomatic solution to Yemen conflict, according to Al Jazeera

The transmission channel that matters is not Yemen itself but the Houthi campaign against Red Sea and Gulf shipping: the premium in crude and products in past episodes has tracked attacks on tonnage, war-risk insurance rates and carrier rerouting around the Cape rather than official statements. The distinction worth drawing is between rhetorical de-escalation, which has historically faded within sessions absent confirmation, and a verified halt in strikes or an Omani or UN-brokered track, which is what has durably compressed the freight and insurance component of the risk premium. Tehran's prior form is to pair conciliatory public language with continued material support to proxies, so the tell is whether Houthi operational tempo actually falls. Follow-ons worth noting are any confirmation from Sanaa or Riyadh, shipping advisories, and insurance quotes, which have been the more reliable signal than headline diplomacy.