Pezeshkian Demands Sanctions Relief Before Any US Talks Resume

ZeroHedge · 2026-10-22

Iranian President Masoud Pezeshkian has introduced an additional condition for returning to negotiations with the United States, insisting that Washington must first roll back economic sanctions. Speaking on social media, Pezeshkian argued that relentless economic warfare is closing diplomatic pathways and that a genuine dialogue requires practical relaxation of pressure. He stated that threats and punitive measures must be dismantled in practice rather than intensified while simultaneously calling for talks. This stance may reflect recent dynamics between the US and Russia, where President Trump waived certain sanctions and facilitated energy deals, fostering direct communication. While ordinary Iranians continue to suffer from soaring inflation and a plunging rial, Iranian leadership maintains the nation can endure years under wartime survival conditions. In contrast, US Central Command chief Brad Cooper recently reported that financial strain on Iran's military has grown severe, with regional militia groups withholding payments to soldiers to funnel funds back to the Islamic Revolutionary Guard Corps.

AI 시장 분석

Iranian President Pezeshkian demanded the practical lifting of Washington-led sanctions as a condition for resuming dialogue with the US. Despite ongoing economic sanctions and the plummeting rial, the Iranian leadership is confronting the US by suggesting it can survive for years. This escalation of geopolitical tensions stimulates global crude oil supply anxiety, acting as a direct volatility factor for related markets.

상승 영향

Crude Oil — As dialogue between the US and Iran reaches a deadlock and sanctions continue, concerns over Middle Eastern crude oil supply disruptions grow, increasing upward pressure on oil prices.

하락 영향

Airlines — Upward pressure on crude oil prices due to geopolitical risks from Iran and sustained sanctions directly leads to increased jet fuel costs, deteriorating profitability.
Consumer Goods — Upward pressure on commodity prices such as crude oil stokes general inflation, inducing margin pressure and reduced demand for consumer goods companies.

DYAX 전담 분석

The deepening conflict between the US and Iran and statements maintaining sanctions are raising concerns about crude oil supply disruptions, directly applying upward pressure on the energy market. Although the US Central Command mentioned financial pressure on Iran's military power, expectations for an immediate easing of supply have diminished.

If Iran's crude oil export blows become visible in the future, oil prices could surge; conversely, a surprise resumption of negotiations is expected to reverse prices downward. Investors must closely monitor crude oil inventory indicators and military movements in the Middle East.

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