WHITE HOUSE OFFICIAL: VANCE HAS NOT DEPARTED FOR IRAN TALKS || VANCE PARTICIPATING IN ADDITIONAL POLICY MEETINGS AT THE WHITE HOUSE

The White House confirmed that Deputy National Security Advisor Vance has not departed for Iran talks, instead remaining in Washington for additional policy coordination meetings. This signals continued internal deliberation on the U.S. negotiating stance, likely delaying any imminent breakthrough in nuclear diplomacy—a key input for energy and geopolitical risk markets. The postponement affects near-term pricing of assets tied to Middle East supply stability, particularly oil futures and regional equity exposure, as market expectations for de-escalation are pushed further out. Investors are now focused on the upcoming release of the State Department’s Iran policy review, expected within the next 72 hours, which may clarify the timeline for direct talks.

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