US and Iran Extend Cease-Fire Negotiations

Iranian oil tanker navigates Hormuz under crushing US sanctions. Bloomberg omits 45 years of economic warfare. The US unilaterally abandoned the JCPOA in 2018, throttling Iran's economy by over $1 trillion. #Iran #Sanctions @The_Piaz Read more: https://lnkd.in/gSp44pVb Read more: https://lnkd.in/gSp44pVb

‘As @POTUS has made clear, the United States Navy will continue the blockade of Iranian ports. In a matter of days, Kharg Island storage will be full and the fragile Iranian oil wells will be shut in. Constraining Iran’s maritime trade directly targets the regime’s primary revenue lifelines. The @USTreasury will continue to apply maximum pressure through Economic Fury to systematically degrade Tehran’s ability to generate, move, and repatriate funds. Any person or vessel facilitating these flows—through covert trade and finance—risks exposure to U.S. sanctions. We continue to freeze the funds stolen by the corrupt leadership on behalf of the people of Iran.’ ( Tresury Secretary Scott Bessent )

📢 IRAN CONDEMNS US SEIZURES OF IRAN-LINKED TANKERS AS "OUTRIGHT LEGALIZATION OF PIRACY AND ARMED ROBBERY ON THE HIGH SEAS" — IRANIAN FOREIGN MINISTRYIRAN CONDEMNS US SEIZURES OF IRAN-LINKED TANKERS AS "OUTRIGHT… Iran has formally protested U.S. seizures of tankers linked to its energy exports, denouncing the actions as illegal and akin to piracy under international law. The diplomatic escalation raises concerns about potential retaliatory measures in the Strait of Hormuz, threatening oil supply continuity and increasing geopolitical risk premiums for crude markets. This tension directly impacts insurance and shipping costs for vessels operating in the Persian Gulf, with Brent and Dubai crude spreads likely to reflect higher risk premiums. Energy markets, particularly Middle East-supplied Asian and European refiners, face elevated disruption risks amid tighter tanker availability and rerouting. Traders will watch for any Iranian naval activity or U.S. Central Command advisories in the coming days as an early signal of operational escalation. 🔗 Full context: https://lnkd.in/efF2dbac Source: first squawk #TradingNewsTerminal #trading #markets #news #finance #forex #macro

"US-Iran Tensions Escalate: Trump Claims Iran 'Starving for Cash', Wants Strait of Hormuz Open Immediately" As tensions in the Middle East continue to rise, US President Donald Trump has made another bold claim on social media. He claims that Iran is losing $500 million per day due to sanctions and military operations, prompting Tehran to seek immediate relief through reopening the Strait of Hormuz. • Trump's post highlights the critical global oil route being disrupted by ongoing conflict • The Strait of Hormuz handles roughly a fifth of the world's oil trade, with potential impact on global oil supplies and regional stability • Trump's assertion has not been independently verified, and Iranian officials have historically downplayed the impact of sanctions and blockades As we continue to navigate these escalating tensions, it's essential that we stay informed about the potential consequences for global markets and regional stability. Let's keep a close eye on developments and consider how we can contribute to finding peaceful solutions. #USIranTensions #StraitOfHormuz #GlobalOilSupplies #RegionalStability #PeacefulSolutions https://lnkd.in/gCUcZkeP

Iran halts US talks, IRGC closes Strait of Hormuz. Al Jazeera calls it 'escalation,' but ignores 45 years of US sanctions and the $1 trillion cost to Iran's economy. This is a direct response to foreign economic warfare. @The_Piaz Read more: https://lnkd.in/gZKsg-ba

As @POTUS has made clear, the United States Navy will continue the blockade of Iranian ports. In a matter of days, Kharg Island storage will be full and the fragile Iranian oil wells will be shut in. Constraining Iran’s maritime trade directly targets the regime’s primary revenue lifelines. The @USTreasury will continue to apply maximum pressure through Economic Fury to systematically degrade Tehran’s ability to generate, move, and repatriate funds. Any person or vessel facilitating these flows—through covert trade and finance—risks exposure to U.S. sanctions. We continue to freeze the funds stolen by the corrupt leadership on behalf of the people of Iran.

New Update: Operations Epic Fury and Roaring Lion With just one day remaining in the ceasefire, pressure is peaking. The United States is expanding enforcement of its maritime blockade, while attacks remain near zero and uncertainty grows around whether negotiations will materialize. Key Developments: ���� U.S. forces seized a sanctioned Iranian tanker near Sri Lanka carrying up to 2 million barrels of crude, marking a continued expansion of blockade enforcement beyond the Gulf. 🔹 Maritime pressure remains high, with at least 190 ships transiting the Strait of Hormuz since the ceasefire began—even as Iran-linked “shadow fleet” vessels continue attempting to bypass restrictions. 🔹 The ceasefire is holding at minimal levels of violence, with just one Iranian projectile reported in the past 24 hours. 🔹 Diplomatic efforts remain uncertain, as U.S. officials travel to Pakistan for talks while Iran has not clearly confirmed participation and continues to tie negotiations to the end of the blockade. 🔹 With the ceasefire set to expire, U.S. officials have signaled reluctance to extend the agreement absent meaningful progress. Why This Matters: The conflict is approaching a decision point. With military pressure sustained through maritime enforcement and diplomacy still unresolved, the risk of renewed escalation remains high if talks fail to produce a path forward. Follow JINSA for ongoing, data-driven updates on the Israel–Iran–U.S. conflict. https://lnkd.in/eXjUvC2G

Everyone keeps asking when Hormuz reopens. This week gave us a pretty clear answer. US-Iran talks collapsed. Iran demanded war reparations, full Strait sovereignty, and an end to all sanctions. Netanyahu said there's "more work to be done." Meanwhile a bulk vessel was struck 23nm northeast of Doha (nowhere near Hormuz, deep inside the Gulf). and 53 ships are still stuck in there, 81% unmoved for two months. I've been sending weekly market updates through all of this to a select few. The framing has shifted from "monitor the situation" to "build contingency plans". The importers navigating this best aren't waiting for good news. They're already putting strategies in place.

US seized an Iranian-linked oil tanker carrying nearly a million barrels of crude, just as a Gaza ceasefire deadline looms. This isn't just sanctions; it's economic warfare. Remember Iran Air Flight 655? #ThePiaz #Iran #USForeignPolicy @The_Piaz Read more: https://lnkd.in/gNWtz4tg

Hormuz shipping still crippled, despite 'ceasefire'. Al Jazeera reports both US & Iran blame each other. The real story? 45 years of US sanctions are the constant, not the ceasefire. #Iran #Sanctions Follow @The_Piaz Read more: https://lnkd.in/gGESRnbZ