Skip to content
You can now search across every topic, entity and event.What's new
European Oil Markets
3JUL

Ghalibaf names three ceasefire breaches

2 min read
10:26UTC

Iranian Parliament Speaker Mohammad Bagher Ghalibaf publicly named three ceasefire violations: Israel's continued strikes on Lebanon, a drone incursion into Iranian airspace, and the US refusal to accept Iran's enrichment rights. He set two preconditions for Saturday's talks to begin.

EconomicDeveloping
Key takeaway

Iran has publicly written its walkout script before the talks begin.

Mohammad Bagher Ghalibaf, speaker of Iran's Parliament, publicly listed three ceasefire violations on Thursday: Israel's continued strikes on Lebanon, a drone incursion into Iranian airspace, and the US refusal to accept Iran's enrichment rights 1. His two preconditions for Saturday's talks beginning are a Lebanon ceasefire and the release of Iran's blocked foreign-exchange assets. This advances the framework rejection he issued two days earlier .

President Masoud Pezeshkian told a cabinet meeting in Tehran this week that continued Israeli strikes on Lebanon would make negotiations "meaningless" 2. Netanyahu has signalled readiness to open Lebanon negotiations through the US State Department next week, Al Jazeera reported, but Trump privately asked him to "low-key it" on Lebanon ahead of Islamabad 3. The Iranian delegation is therefore publicly staking positions Saturday's talks were supposed to resolve but cannot, because the physical violations Iran is citing continue in real time.

Iran arrived in Islamabad via its Parliament speaker, not its foreign minister alone, because Mojtaba Khamenei needs domestic cover . Ghalibaf's three violations give the new Supreme Leader's inner circle a pre-built justification for walking out at any moment. Pakistan's modest success bar, "keep talks going", now reads as a realistic assessment of what the format can actually produce.

Deep Analysis

In plain English

Iran turned up to the Islamabad talks, but before beginning any conversation with the Americans, its delegation publicly announced three ways the other side had already broken the ceasefire — and two conditions that must be met before talks can formally begin. This is a negotiating tactic with a specific domestic purpose: if the talks fail or Iran walks out, Tehran can point to this codified list and say 'we left because the other side broke the deal first'. It is less a negotiating position than a prepared exit narrative.

Deep Analysis
Root Causes

Iran's codified violations list reflects the structural problem the ceasefire created: Mojtaba Khamenei authorised a pause without resolving the fundamental incompatibilities between the two sides' stated terms.

By formalising violations rather than withdrawing from talks, Tehran is managing the tension between the domestic victory narrative — state television called the ceasefire a 'crushing defeat of the United States' — and the reality that none of Iran's core demands (enrichment rights, Lebanon ceasefire, frozen assets) have been met.

The preconditions mechanism also serves a structural function: it shifts the burden of proof for any breakdown from Iran to the parties that continue the violations Iran has named.

First Reported In

Update #65 · Iran lost its own minefield

Al Jazeera· 11 Apr 2026
Read original
Different Perspectives
Greek shipping registries
Greek shipping registries
Flag states dominating the tanker fleet await the EU's 15 July cap-freeze vote. A formula unlock toward $75 would loosen the ceiling squeezing insurance and crewing costs on their registered hulls.
US money managers
US money managers
NYMEX WTI managed-money net long fell 23% to +64,041 in the week to 7 July, trimming length into the rally on doubt the Hormuz premium survives without freight or war-risk confirmation.
European refiners (ARA)
European refiners (ARA)
ARA refiners are capturing an $80/bbl US diesel crack as Russian gasoil loadings collapsed to 234kbd before Novak's 31 July export ban even bites, widening the arbitrage straight into refining margins.
OPEC+
OPEC+
The seven-member group confirmed a fourth consecutive 188kbd August hike on 5 July, defending market share even though Saudi Arabia's $108-111/bbl breakeven means every added barrel costs Riyadh revenue it cannot recoup.
Indian refiners
Indian refiners
Refiners kept lifting discounted Urals as the India/Baltic split widened past $9-10 a barrel on 7 July. A wider Urals-Brent gap means cheaper feedstock locked in against Baltic buyers.
Russia
Russia
Urals traded $48.95-55.12 on 12-13 July, below Moscow's $59 budget floor even as Brent gained $6. Oil and gas fund roughly 30% of federal revenue, and Novak's diesel export ban is rationing a shrinking export base.