Reports suggest a mediated deal may be imminent, but conflicting updates on uranium stockpiles and delays cloud progress.
Negotiations between the US and Iran appear to be advancing toward a framework agreement, potentially including an immediate ceasefire. The deal, reportedly mediated by Pakistan, was expected to be announced within hours but remains unconfirmed by either side. Sources indicate the agreement would set the stage for further talks rather than resolve the conflict outright.
Recent headlines have been contradictory, particularly regarding Iran’s uranium stockpiles. One report claimed Iran’s supreme leader ordered near-weapons-grade uranium to remain in the country, though a subsequent denial stated Tehran’s stance—keeping the stockpile domestically—has not changed. The issue remains a key point in ongoing negotiations.
Market focus remains on geopolitical risks, with oil and safe-haven assets sensitive to developments. No concrete deal has been finalized, leaving investors cautious ahead of the weekend.