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European Oil Markets
18JUN

US-Iran talks pencilled for late July

2 min read
12:45UTC

Pakistani government sources told Anadolu Agency that direct US-Iran talks are expected in Doha in the third week of July, once the Khamenei funeral concludes on 9 July.

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Key takeaway

Direct US-Iran talks are pencilled for Doha in late July, pending the funeral's close.

Pakistani government sources told Anadolu Agency that direct US-Iran talks are expected in Doha in the third week of July, contingent on the funeral concluding on 9 July. 1 The agenda centres on Lebanon and the Strait of Hormuz, and Iran's response to the timing was described as "positive."

No agreement has been reached; the sourcing fixes only a probable window for a channel that stalled for the funeral. It advances the pause Qatar confirmed on 1 July and the contested 14-point framework that Tehran and Washington read back differently .

Deep Analysis

In plain English

Pakistan has been the main go-between for the US and Iran throughout this conflict, carrying messages neither side will deliver directly to the other. Pakistani government sources now say the two countries are expected to hold direct talks in Doha, Qatar's capital, in the third week of July. The catch is that these talks depend on Ali Khamenei's funeral finishing first, on 9 July, and the agenda would cover Lebanon and the Strait of Hormuz, the shipping route both sides have clashed over for months. Nothing is confirmed yet by Washington or Tehran themselves, only by Pakistani officials speaking to a Turkish news agency.

What could happen next?
  • Precedent

    A Doha date sourced through Pakistan rather than confirmed by Washington or Tehran directly repeats the pattern that produced three contradicting accounts of the 1 July round from a US official, Iran's Baqaei and Qatar's al-Ansari (ID:4652).

  • Risk

    Any incident during the funeral period, including the threat Israel's defence minister made against Mojtaba Khamenei (ID:4701), could push the contingent late-July date back or collapse it entirely.

First Reported In

Update #144 · Syria, Lebanon join a US defence table

Middle East Monitor (via Anadolu Agency)· 3 Jul 2026
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