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Asset Unfreezing, Sanctions Waivers, Resumption of Exports: US-Iran Negotiations Enter "Accounting Mode"
As negotiations reach the final stage, they often no longer discuss principles.
Instead, they focus on interests.
This is exactly the case with the current US-Iran talks.
Both sides are no longer debating whether to continue negotiations.
They are discussing specific exchange conditions.
Iran hopes to gain more economic benefits.
The US wants to see more concrete actions.
Essentially, this is a game of interest exchange.
Who concedes more, who gains more leverage.
For the market, the most important factor is the scope of sanctions waivers.
Because this directly determines how much oil Iran can export in the future.
The more exports, the greater the supply pressure.
Fewer exports, the less impact.
Therefore, investors' current focus has shifted from "whether there is an agreement" to "how strong the agreement is."
And this is also a key variable for future oil price trends.
#美伊谈判博弈