Qatar expects US and Iran to respond to proposal within 36 hours

The absence of any detail on the proposal's substance or the parties' positions leaves markets with a timing signal rather than a directional one, which matters because geopolitical risk premia in energy and risk assets tend to react to de-escalation signals even when the underlying terms are unknown. The immediate read-through is confined to headline-driven positioning, not fundamentals. Whether the 36-hour window produces a substantive response or another round of ambiguity is the open question, and that outcome — not the deadline itself — is what would carry through to broader market sentiment.