Russia and Iran Discuss Gas Pipeline Route and Pricing

The talks matter less for what they settled than for what they signal: two heavily sanctioned energy exporters coordinating on infrastructure that would reroute gas flows outside Western markets. Pricing and route are the two hardest pieces to align, so discussing them together suggests the political framework is further along than the commercial one. Whether volumes and timelines follow is the open question; until they do, this remains a statement of intent rather than a shift in global gas supply.