Iranian Foreign Ministry spokesperson Baghaei says withdrawal from the NPT remains under discussion, but Iran remains committed to the treaty, and denies that exporting 60%-enriched uranium to a third country was discussed in Doha, Naya reports

Iranian Foreign Ministry spokesperson Baghaei says withdrawal from the NPT remains under discussion, but Iran remains committed to the treaty, and denies that exporting 60%-enriched uranium to a third country was discussed in Doha, Naya reports.

Threats of NPT withdrawal have been a recurring instrument of Iranian leverage rather than a precursor to action; in past episodes of this kind the threat has surfaced during periods of pressure and been walked back once talks or sanctions relief became available, which the simultaneous reaffirmation of commitment here fits. The denial that relocating the 60% stockpile to a third country was discussed is the more substantive line, since transfer or dilution of that material has been the most credible off-ramp mooted in prior negotiating rounds, and its rejection keeps the breakout timeline arithmetic unchanged. The split message, withdrawal floated while denying a de-escalatory concession, reads as positioning ahead of further contact rather than a shift in posture, a pattern Tehran has used before to widen its perceived options at the table. Transmission has historically run through the crude risk premium and tanker and insurance costs on Gulf routes, which tend to reprice on escalation in the nuclear file well before any change in physical flows. What matters next is whether the NPT language is repeated by more senior figures and whether mediation channels confirm or deny that stockpile removal remains on the agenda.