Reports Tagged: Iran

April 20, 2026

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

April 08, 2026

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.

April 06, 2026

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

March 30, 2026

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

March 12, 2026

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

March 09, 2026

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

March 07, 2026

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,

January 12, 2026

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

June 22, 2025

On Saturday evening, slightly before 8 p.m. Eastern time, US President Donald Trump sent a tweet informing the American people that, as we had warned was imminent last Tuesday, the

June 17, 2025

We find it highly implausible that Israel will refrain from attacks on Iran’s underground Fordow enrichment facility to allow nuclear negotiations to resume between the Islamic Republic and United States,

June 16, 2025

The course of the war between Israel and Iran is impossible to predict with any degree of confidence from here – including, perhaps most importantly, how literally Israel’s Prime Minister

May 15, 2025

Oil prices are down modestly on rising prospects of a nuclear agreement between the United States and the Islamic Republic of Iran. Analysts and markets have taken note in particular

August 12, 2024

After three secret phone calls with Iran’s moderate former Foreign Minister, Mohammad Javad Zarif, China’s top diplomat Wang Yi spoke by telephone on Sunday, local time, with Iran’s current acting

June 08, 2023

Crude oil futures dropped about 5% on reports from a London-based news agency that there has been progress made in direct discussions between the United States and Iran for a

March 07, 2022

Iranian officials negotiating in Vienna to limit the country’s nuclear program in exchange for a lifting of sanctions, including on its critical oil exports, have struck an optimistic tone on

January 20, 2022

Among the series of meetings that were held by China’s State Councilor and Foreign Minister Wang Yi with the foreign ministers of numerous middle eastern countries between January 10 and

January 19, 2022

China’s National Development and Reform Commission (NDRC) submitted its 2022 crude oil and refined oil product import, export, and output goals to the State Council in late December. These NDRC

October 01, 2021

US Secretary of State Tony Blinken warned yesterday that “there is a limited runway” for a return by Iran to the Joint Comprehensive Plan of Action (JCPOA) nuclear accord that

January 10, 2020

The United States and Iran stood at the brink of all-out war barely 72 hours ago — and blinked. *** But we understand the decision to stand down by both

January 03, 2020

On the heels of the precision strike on Baghdad International Airport personally authorized by US President Donald Trump last night that killed Major-General Qasem Soleimani, Iran’s Revolutionary Guard Corps Quds