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#USIranTalksProgress U.S. and Iranian representatives have held indirect talks through mediators at the United Nations, with the Strait of Hormuz and an end to hostilities among the main issues. The discussions appear to be a diplomatic opening, but both sides still disagree on sanctions, shipping access and the sequence of any agreement. Markets have reacted positively to signs of progress, particularly through lower oil prices. However, the situation remains fragile because even a single military incident could reverse the mood. My view is that energy traders should watch whether shipping through Hormuz actually improves. Diplomatic language is encouraging, but a durable market impact requires verified changes on the ground.