Iran confirms U.S. outreach via intermediaries and says it’s willing to listen to proposals.
No official negotiations yet.
First real signal of possible de-escalation.
Markets will read this as as a dip, but gold I affected short term.
Everything reverses fast, if talk fail
Iran isn’t fully closing the Strait of Hormuz, It’s doing something smarter.
Selective blockade.
Enemy ships are blocked
Friendly/neutral ships are allowed (case by case)
The biggest leverage play in the world right now.