Iran has officially distanced itself from the 15-point peace plan presented by Donald Trump’s administration. The document, intended to serve as a foundation for a Middle East ceasefire, was delivered to the Iranian side via Pakistani diplomatic channels. Although the full text remains classified, analysts suggest that Washington demanded a total shutdown of the nuclear program, the return of IAEA inspectors, and guaranteed freedom of navigation. In exchange, the U.S. and Israel were to halt military operations and partially ease restrictions on Iranian energy exports.
The „Energy Gift” and Iran’s Firm Stance
In the context of the negotiations, Donald Trump alluded to a mysterious „great energy gift,” which likely refers to a tacit approval of Iranian crude oil sales to India. However, Tehran is not backing down. Iranian authorities emphasize that they will end the conflict only on their own terms. Instead of a fragile ceasefire, they are demanding:
- Payment of war reparations.
- A total withdrawal of U.S. forces from the Middle East.
- The definitive lifting of all economic sanctions.
Escalation Despite „Restraint”
The situation is growing increasingly tense—an Iranian nuclear power plant was reportedly attacked on Tuesday. This incident proves that despite official rhetoric regarding „restraint,” Iran’s critical infrastructure remains a target. If Tehran does not accept Trump’s conditions within the specified timeframe, the region faces the risk of a full-scale conflict.
Fuel Market Reaction
Political tensions are effectively preventing a drop in oil prices. Even though U.S. crude inventories rose by nearly 7 million barrels, the market did not see a price correction.
- WTI crude is consolidating above $88.
- Brent crude maintains a valuation exceeding $95.
Investors are largely ignoring inventory data, focusing instead on the lack of any clear signals of de-escalation.
