White House Press Secretary says US increasing more leverage over Iran with each strike; talks are continuing and going well, what is said publicly is different from what is said to the US privately

The White House's statements indicate a strategic shift towards leveraging diplomatic channels with Iran, suggesting that private talks have yielded more positive dynamics than public discourse reflects.

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White House Press Secretary says US increasing more leverage over Iran with each strike; talks are continuing and going well, what is said publicly is different from what is said to the US privately

Israel has conveyed to the US admin that whatever Washington decides on the next phase of the war with Iran will be acceptable to Jerusalem, ynet reports citing a senior Israeli political official 

Echoes of explosions have been heard in Bushehr in Iran, via Al Jazeera

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  • Anything Iran tells the US privately will be tested.
  • New Iranian regime appears more reasonable privately.
  • Reiterates Pentagon estimate of 4-6 weeks for Iran war. Iran timeline remains correct right now.
  • Expects to see 20 tankers transit the Strait of Hormuz in the coming days.
  • US does not support Iran tolling Strait of Hormuz shipping.
  • Trump has declined to rule out Iran ground operations.
  • Trump expects Iran regime to make a deal.
  • Iran's best move is to make a deal or face consequences.
  • Trump wants to see a deal before the April 6th deadline.
  • Iran has agreed to some US points in private talks.
  • Iran leadership is very fragmented.
  • Identifying Iran leadership is part of diplomacy.
  • US trying to figure out who is in charge of Iran.
Context

The emerging narrative of a more reasonable Iranian regime, alongside discussions on shipping safety in the Strait of Hormuz, could impact energy markets—potentially stabilizing while keeping geopolitical tensions in focus. As negotiations progress ahead of a key deadline, traders should watch for volatility in oil prices and related equities, particularly in energy and commodities sectors.

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