Tehran Mayor says countries such as the UAE and Saudi Arabia, are trying to get closer to Iran and receive security guarantees; US guarantees have not been able to provide a credible response to maintain their security and sustainability, Mehr reports

Remarks sourced to a municipal official rather than the foreign ministry or the Supreme National Security Council carry limited weight on Iranian strategic messaging; in past episodes of this kind, substantive signals on Gulf relations have come from named diplomats, security officials, or state news agency readouts of actual contacts, not from city government. The underlying theme, that Gulf states hedge their US security relationship by engaging Tehran, has been a recurring feature of the regional picture and has periodically involved back-channel or publicly brokered rapprochement, with Riyadh and Abu Dhabi having previously restored formal ties with Iran while maintaining their US defence posture rather than replacing it. The distinction worth drawing is between diplomatic de-escalation, which compresses the geopolitical risk premium embedded in crude, and an actual restructuring of security guarantees, which has no real precedent and would be a far larger event. For oil, episodes of Iran-Gulf thaw have tended to ease the tail-risk premium on Strait of Hormuz disruption, freight and war-risk insurance, rather than shifting balances directly, since Iranian export volumes remain a sanctions question separate from neighbourly diplomacy. The tells are whether Mehr or other state media amplify the claim, whether Riyadh or Abu Dhabi respond, and whether any official-level engagement follows. Absent confirmation from either capital, this reads as Tehran narrative-shaping rather than a documented shift.