Analysis: Trump confirms that the U.S. and Iran held talks, implying there may still be a path toward negotiations

BlockBeats message: July 15 — Trump confirmed that the US and Iran held talks on Tuesday, urging Tehran to reach an agreement. US financial website investinglive analyst Eamonn Sheridan said Trump’s remarks (in the interview) indicate that a downgrade in the situation will not occur in the short term. After consolidating recent concerns related to supply through the Strait of Hormuz, the geopolitical risk premium has already been factored into crude oil and diesel prices, and it has now been reinforced.

He revealed that Iran’s energy infrastructure has not yet been hit, suggesting that Washington still has significant options to escalate the situation. This factor could prompt traders to continue pricing tail risks for regional oil supply.

Meanwhile, while continuing strikes and also confirming that talks with Tehran took place, he released contradictory signals, suggesting that even if military pressure remains, there may still be a path to negotiations. Given that energy infrastructure issues are directly tied to actual supply, the market may stay highly sensitive to any changes in wording regarding concerns about energy facilities. (Jin10)