
U.S. and Iran Agree to Direct Talks in Oman After Naval Confrontations
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U.S.-Iran talks in Oman shave oil risk premium, but upside threats remain
Reports that U.S. and Iranian delegations will meet in Muscat, Oman, triggered a swift retreat in crude benchmarks as traders pared an immediate geopolitical premium. Markets treated the talks as temporary risk relief — useful for lowering near‑term odds of kinetic escalation — but visible force posture, recent maritime incidents and fragile market microstructure mean upside spikes remain possible.

U.S. and Iran Hold Second Nuclear Talks in Geneva as Military Tensions Rise
U.S. and Iranian delegations met in Geneva on Feb. 17, 2026, for a second round of nuclear negotiations even as regional military activity — including stepped-up U.S. carrier movements and reported maritime incidents — raised the risk of a dangerous miscalculation. Diplomats continue to press technical verification and sequencing, while Tehran insists that reversible sanctions relief be part of any substantive trade‑off.




