IRAN INTERNATIONAL: SUPREME NATIONAL SECURITY COUNCIL, CHAIRED BY MOHAMMAD BAGHER ZOLGHADR, HELD A SESSION OVER CONCERNS OF RESUMING PUBLIC PROTESTS; SECURITY INSTITUTIONS WORRIED ABOUT A POTENTIAL CALL BY PRINCE REZA…

Iran's Supreme National Security Council, led by Mohammad Bagher Zolghadr, convened amid growing concerns over the potential resurgence of public protests, reportedly triggered by anticipated statements from exiled Prince Reza Pahlavi. The political risk premium embedded in Iranian asset valuations has risen, with international investors assessing the fragility of internal stability and potential spillover into energy markets. Heightened domestic security measures and preemptive political signaling may temporarily contain unrest, but the underlying structural vulnerabilities—economic stagnation, inflation, and youth discontent—remain key transmission channels for renewed volatility. Markets most exposed include regional energy equities, Gulf sovereign debt, and Brent crude futures, where supply disruption fears could resurface if civil disturbances escalate. Traders will watch for Friday's Friday prayers sermons in Tehran and Isfahan, where clerical messaging may signal state tolerance for dissent or crackdown intent.

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