"Iranian delegation to LIKELY arrive in Islamabad tonight which will be lead by Iran’s Foreign Minister", journalist Mallick reports; US logistics team is already in Islamabad, signals the 2nd round of talks to go through.

The arrival of the Iranian delegation, led by the Foreign Minister, signals the commencement of the second round of talks in Islamabad.

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[MARKET UPDATE] Risk-on seen amid reports Pakistan could announce resumption of US/Iran talks today, Iranian delegation is likely to arrive in Islamabad tonight, US logistics team there; stocks, gold & USTs gain, while energy & USD sell off

"Iranian delegation to LIKELY arrive in Islamabad tonight which will be lead by Iran’s Foreign Minister", journalist Mallick reports; US logistics team is already in Islamabad, signals the 2nd round of talks to go through.

Pakistan could announce the resumption of US and Iran talks today, Al Arabiya reports; Pakistan may become the guarantor regarding some sticking points between Iran and America

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This development is particularly significant as it indicates potential progress in diplomatic relations that could impact regional stability and energy markets, especially WTI prices through shifts in supply dynamics and geopolitical risk assessments. Market participants will want to monitor the outcomes of these discussions closely, as they could lead to a reassessment of trade and energy flows in the region.

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