IRGC: Hormuz Reopening Conditional on US Acceptance, Separate From Oman Talks
⚓ HORMUZ — The IRGC just severed the diplomatic track everyone was trading on. 📌 LOOK CLOSER: Oman's framework assumed corridor terms would unlock passage. The IRGC now says reopening is a US political concession, not a technical negotiation. That splits the process: Oman can't deliver what Tehran's military won't authorize. Markets pricing a deal just lost their mechanism. The variable that shifts next is Brent — sharply upward.
