Iranian Foreign Minister Araqchi's move in dealing with Witkov was done without coordination with the relevant authorities, according to Tasnim, citing sources

The pattern in past Iranian negotiating rounds is that parallel power centres, the foreign ministry versus the security establishment, brief against each other precisely when back-channel contacts advance, and such leaks have historically preceded either a reassertion of red lines or a sidelining of the official involved. The operative distinction for the tape is whether this represents genuine disavowal, which would undercut the credibility of any understandings reached, or managed ambiguity that preserves deniability while talks continue. The channel to crude is through the probability attached to sanctions relief and to escalation risk premia, with freight and insurance pricing the tail. The follow-ons are whether the foreign ministry or the supreme leader's office confirms or contradicts the account, and whether the counterpart channel stays open.