Axios' Ravid on Iran's Secretary of the Supreme State Razaei comments, says he rejects the latest US position on the deal to resume the ceasefire and launch negotiations
Newsquawk Staff ·
Axios' Ravid on Iran's Secretary of the Supreme State Razaei comments, says he rejects the latest US position on the deal to resume the ceasefire and launch negotiations.
What it means
Rejection of a US position by a senior Iranian security figure follows the established rhythm of Iran-US ceasefire diplomacy: positions are typically rejected publicly before being revised privately, and single-source reporting of one official's remarks has historically overstated breakdowns that subsequent rounds quietly repaired. The distinction that matters for crude pricing is between a delay in talks and a collapse of the ceasefire itself; the former has tended to fade within sessions, the latter is what has restored a durable risk premium through freight, insurance, and prompt spreads rather than the flat price alone. It is also worth noting who is speaking: statements from security and military-adjacent figures in Iran have often run ahead of, or harder than, the line ultimately taken by the negotiating track, so the tell is whether the foreign ministry and the actual delegation echo the rejection. Follow-ons to watch are any US response framing, mediator activity, and tanker-market indications of whether physical flows are being treated as at risk. Until physical disruption is priced in shipping rather than headlines, episodes of this kind have tended to retrace.
Sources
- A senior source tells Al Arabiya that the US has informed the Qatari mediator of its approval of the submitted proposal; the mediators are awaiting Iran's response to the proposal after receiving it yesterday.
- Iran has updated its list of targets for retaliatory attacks in response to potential US strikes, RIA sources say
- "Washington has approved the draft memorandum of understanding that the Qatari delegation presented to Iran yesterday", Al-Araby Al-Jadeed reports citing sources close to the mediation team
- US Energy Secretary Wright says overnight strikes on Iran's Qeshm Island have not impacted oil flows; more refined products are coming out of the Arabian Gulf and more will come from India
- US President Trump says they have total control of the Middle East. Israel has been a helper.
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