On Friday, June 12, Mohammad Bagher Ghalibaf (Speaker of the Iranian Parliament, chief negotiator with the US, and special envoy for China) updated China’s leadership on the latest negotiations with

We are not in the business of chasing or responding to rumors or news clips, but oil and risk markets moved sharply some minutes ago on reports out of the Middle East that Iran

There are subtle but important signs that the Islamic Republic of Iran (IRI), or at least Tehran’s civilian leadership, is bending to US President Donald Trump’s most important red lines

The specifics of Iran’s response to US President Donald Trump’s 15-point plan that was delivered by Foreign Minister Abbas Araghchi through Pakistan over the weekend, as reported by the Wall

The visit by Iran’s Foreign Minister Abbas Araghchi this week to China took place against the backdrop of both the US and Iran seeking China’s mediation and exchanging truce proposals

The Washington Post, CNN, and various other news outlets are running with reports that Iran has imposed new rules for passage of ships through the Strait of Hormuz. These reports,

Oil markets have plunged, and risk markets soared this morning on a report by Axios that Tehran was considering a 14–point memorandum of understanding presented by the US to end

As the “good cop-bad cop” narrative and the tirelessly predictable stalling negotiation tactics are played out by Tehran, US President Donald Trump is faced with two options – to maintain

Even as US President Donald Trump dispatched Vice President JD Vance on the long flight to Islamabad this morning for a second round of talks with Iranian counterparts, messaging out

With limited visibility beyond public rhetoric into the Islamic Republic of Iran’s thinking we have been focused on third party intermediaries to help handicap its leadership’s key actions and positions.

There have been intensive efforts recently by Beijing and Moscow to persuade Washington and Tehran to cease hostilities and return to the negotiating table. This resulted among other things in

Over US President Donald Trump has laid the clear groundwork for currently ongoing talks with Iranian officials hosted by Pakistan and facilitated by Turkey and Egypt to extricate from the

Our message to clients and in reports has been that even as threats and attacks from Iran on the region escalate, the administration of President Donald Trump will be laser focused on

We attempted in meetings with clients last week to distinguish, to the extent it is possible, between a potential end game for the internal conflict in Iran – which could

With the aircraft carrier USS Gerald Ford positioned off the coast of Israel, the futility of nuclear negotiations with Iran clear for all not engaged in self-serving denial to see,

Over the past days, with anti-regime riots escalating and spreading across Iran, I have been asked by some clients for my thoughts, starting with, “is this the one?”  For those