Iranian Foreign Minister Aragchi's New York stay has not been extended, Irib reports

In past episodes of Iranian diplomatic signalling, curtailment of a delegation's presence at the UN has tended to mark either the exhaustion of a negotiating window or a deliberate cooling gesture, with the distinction usually clarified within days by whether follow-up contact is announced or conspicuously absent. State media as the originating source matters here: Iranian official outlets have historically been used to frame diplomatic posture for domestic consumption as much as for foreign audiences, so the signal is directional rather than definitive. The actors worth tracking are the counterparties, since any counterpart statement from Western or regional interlocutors in the same news cycle has in comparable episodes determined whether the market reads this as stalemate or escalation. The transmission channel into pricing, when one exists, runs through crude risk premia and Gulf freight and insurance costs rather than through any direct financial linkage. As a single scheduling data point the note is thin; its weight depends on what surrounds it in the coming sessions.