Iranian President is to speak at the UNGA at 15:30BST/10:30EDT, according to Mehr News

The oil market's sensitivity to these speeches has depended less on the text itself than on whether the tone points toward de-escalation or confrontation: episodes where the rhetoric leaned conciliatory have tended to feed through the sanctions-relief supply channel, raising the prospect of incremental Iranian barrels into an already watched balance, while hawkish framing has typically been absorbed without sustained moves absent follow-through in enforcement or shipping. Worth noting is that Mehr's scheduling of the address places it in the heart of the European session and the US morning, so the headline risk window is defined rather than open-ended. The usual sequence in comparable episodes is an initial translation of key lines on the wire, then cross-referencing against concurrent diplomatic contacts on the sidelines, which in past cycles have mattered more than the speech itself. What separates a market-relevant address from a routine one is direct reference to enrichment, the snapback mechanism or maritime security; the rest tends to be replayed without residual.