Former US President Donald Trump has indicated that a potential agreement with Iran could be imminent, suggesting that negotiations aimed at ending the ongoing conflict may be nearing a breakthrough, even as major disagreements over nuclear material continue to stall progress.
Trump said a deal with Iran could be close but acknowledged that critical issues remain unresolved, particularly over Iran’s enriched uranium stockpile. While he suggested that the material might be recovered and possibly transferred under a broader agreement, Iranian officials have firmly rejected any such possibility, escalating diplomatic tensions.
Iran’s Foreign Ministry spokesperson Esmail Baghaei stated that enriched uranium is considered a national asset and will not be moved under any circumstances. Tehran’s position directly contradicts US claims that Iran had agreed to suspend its nuclear programme and hand over or neutralise key stockpiles, underscoring the deep mistrust between the two sides.
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The dispute over nuclear material remains central to efforts aimed at ending the wider conflict, which has already resulted in heavy casualties and disrupted global energy routes. The situation is closely tied to stability in the Middle East, particularly maritime security in the Persian Gulf and surrounding strategic corridors.
Trump also suggested that military pressure could resume if the current ceasefire framework collapses, warning that strikes on Iran could restart after the ceasefire window expires. His remarks highlight the fragility of the diplomatic process, even as both sides signal willingness to continue indirect engagement.
Despite optimism from some officials and market reactions indicating easing tensions, analysts remain cautious. Observers note that any potential agreement is likely to be limited in scope and vulnerable to breakdown, given unresolved issues around sanctions, frozen assets, and nuclear oversight.
The ongoing uncertainty has had a direct impact on global energy markets, with oil prices fluctuating amid speculation over whether shipping routes through key maritime chokepoints will fully reopen. While some commercial vessels have resumed cautious movement, others have altered course due to continued uncertainty over security conditions in the region.
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