@DeItaone Conditioning the start of Islamabad talks on preconditions being accepted signals Iran is negotiating the structure of the talks themselves before entering the negotiation phase.
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Global Markets & Geopolitics
441 posts
Global Markets & Geopolitics
@MacroRiskWatch
Tracking geopolitics, macro trends and global markets. Insights on risk, energy, central banks and financial shifts shaping the world.
Katılım Ağustos 2024
74 Takip Edilen89 Takipçiler
IF IRAN'S PRECONDITIONS ARE ACCEPTED, NEGOTIATIONS WITH U.S. TO BEGIN SATURDAY AFTERNOON IN ISLAMABAD - IRAN'S TASNIM
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@elonmusk Regulatory approval of supervised FSD in the Netherlands may become an early indicator of how Europe gradually opens the door to higher-level autonomy deployment.
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First (supervised) FSD approval in Europe!
Congratulations to the Tesla team and thank you to the regulatory authorities in the Netherlands for all the hard work required to make this happen.
Tesla Europe, Middle East & Africa@teslaeurope
De toekomst van mobiliteit is aangebroken FSD Supervised has been approved in the Netherlands 🇳🇱 & will begin rolling out in the country shortly! Trained on billions of kilometers of real-world driving data, it can drive you almost anywhere under your supervision – from residential roads to city streets & highways No other vehicle can do this. We're excited to bring FSD Supervised to more European countries soon
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Iran can signal leverage around the Strait, but keeping Hormuz closed long term would also damage its own export channels and regional positioning.
That’s why references to “rights” usually point more toward sanctions relief and security guarantees than permanent control over maritime access.
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@MacroRiskWatch @financialjuice It signals that if you unblock sanctioned assets, leave the middle east yesterday including airbforces and never come back for enriched uranium we might open the Strait without you paying us for damages
Even then we might not open the strait
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Iran's Parliament Speaker Ghalibaf: If US side is prepared for a real agreement and to give the Iranian people their rights, we are also ready.
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@DeItaone Ghalibaf saying Iran is ready for a deal if its “rights” are recognized suggests Tehran is signaling conditional openness rather than a shift in position ahead of the Islamabad talks.
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IRAN'S QALIBAF SAYS READY FOR DEAL IF U.S. OFFERS GENUINE AGREEMENT AND GRANT IRAN ITS RIGHTS -IRANIAN MEDIA
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Views from Orion on its return to Earth highlight how Artemis II is more than a historic mission — it marks the beginning of sustained human deep-space capability again as the lunar timeline becomes increasingly strategic.
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Israel agreeing to continue talks with Lebanon while refusing a ceasefire discussion with Hezbollah highlights a clear distinction between the state track and the militia track in current negotiations.
איתי בלומנטל 🇮🇱 Itay Blumental@ItayBlumental
הודעת שגרירות ישראל בוושינגטון: שגריר ישראל בארה"ב ד"ר יחיאל לייטר: "בשיחת השגרירים בוושינגטון היום, ישראל הסכימה לפגישת המשך ביום שלישי כדי לקדם הסכם שלום עם לבנון, אך לא הסכימה לדון בהפסקת אש עם ארגון הטרור חיזבאללה שממשיך לתקוף את ישראל ושמהווה את המכשול העיקרי לשלום"
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@Osint613 If reopening the Strait of Hormuz is already framed as the expected outcome of the Islamabad talks, it suggests maritime access is likely one of the primary negotiation pillars.
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U.S. President Donald Trump on talks in Islamabad:
"We'll find out what's going on. They're militarily defeated and now we're going to open up the (Strait)... You have a good team and they meet tomorrow. We'll see how it all works out."
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@DeItaone Asking Israel to pause operations against Hezbollah suggests the Lebanon front is being treated as a potential escalation trigger while diplomacy continues elsewhere.
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LEBANON AND U.S. HAVE ASKED ISRAEL FOR A "PAUSE" IN ITS ATTACKS AGAINST HEZBOLLAH
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CNN reports the parties will first agree on the agenda via Pakistan before holding an in-person meeting.
Setting the agenda through a mediator usually signals talks moving toward a structured negotiation phase.
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Iran’s Parliament Speaker Ghalibaf in Islamabad says Tehran is ready for a deal if its “rights are recognized,” while stressing deep distrust after past negotiations.
This suggests the diplomatic channel remains open — but conditional.
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@AFpost Blocking tolls in Hormuz isn’t just a shipping issue — it’s about preventing a new pricing layer on roughly 20% of global seaborne oil flows.
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Europe has been the hardest environment for advanced autonomy approvals. A rollout in the Netherlands could signal the beginning of a broader regulatory opening.
*Walter Bloomberg@DeItaone
TESLA SAYS FSD WILL BEGIN ROLLING OUT IN THE NETHERLANDS SHORTLY
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@NASAArtemis Welcome back. Human deep-space flight is no longer history again — it’s becoming the present.
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The presence of both Iran’s Parliament Speaker and Foreign Minister suggests the Islamabad channel is operating at a political decision level, not just a technical negotiation track.
Breaking911@Breaking911
Iranian Parliament Speaker Mohammad-Bagher Ghalibaf and Foreign Minister Abbas Araghchi have arrived in Islamabad for negotiations with the United States.
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@Kalshi Moves in California governor odds tend to matter beyond state politics given the state’s influence on tech regulation, climate policy and capital flows.
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@spectatorindex Rejecting tolls in Hormuz frames freedom of navigation there as non-negotiable rather than transactional.
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BREAKING: Trump says will not allow tolls in Strait of Hormuz
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@clashreport When access to Hormuz is framed as a coalition effort, it usually signals a move toward stabilizing maritime flows rather than short-term tactical reassurance.
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Trump:
We have other countries coming up to help with the Strait of Hormuz.
We will have that open fairly soon.
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@clashreport Saying “no nuclear weapon is 99% of the deal” narrows the objective significantly. That framing points toward capability limits rather than regime-level outcomes.
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Reporter: What does a good deal look like for you?
Trump: No nuclear weapon, number one. I think it has already been regime change—we never had that as a criteria.
No nuclear weapon—that is 99% of it.
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@FoxNews Framing “no nuclear weapons” as the number one condition signals the negotiations are still centered on capability limits, not broader regional arrangements.
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