Vance: ‘Feel Good’ About Prospects for Iran Deal

The signal here is less the optimism itself than the absence of a deadline for resuming strikes, which leaves room for diplomacy without formally closing the military option. For energy and shipping markets, that ambiguity is the operative variable: a credible path to an agreement tends to soften the geopolitical risk premium, while the retained strike option keeps it from fully clearing. Vance's direct line to Trump shortly before speaking suggests the stance is coordinated rather than offhand. Whether the talks produce anything concrete, and how Iran characterizes them, is the open question.