Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
European Tech Sovereignty
10JUN

Pakistan confirms talks; Ghalibaf denies

2 min read
10:31UTC
TechnologyDeveloping

Pakistan Foreign Minister Ishaq Dar confirmed on 26 March that Pakistan is facilitating indirect talks between the US and Iran, relaying a 15-point American proposal that Tehran is reviewing. 1 Dar stated publicly that 'the United States has shared 15 points, being deliberated upon by Iran.' The White House would not confirm any scheduled meeting, stating 'nothing official until announced by White House.' Vice President JD Vance has been proposed as the US interlocutor; Parliamentary Speaker Ghalibaf as the Iranian counterpart .

The Pakistan confirmation is the first time a third-party intermediary has publicly confirmed the existence of a channel, distinct from Iran's prior denial of any negotiations . India, Pakistan, Iraq, Malaysia, and China had previously negotiated directly with Tehran on bilateral transit arrangements , establishing Pakistan's credibility as an interlocutor with access to the Iranian government.

The contradiction at the centre of this development is Ghalibaf himself. On the same day Pakistan confirmed the talks and secured his removal from the joint targeting list, Ghalibaf called Trump's claim of Iranian peace overtures an attempt to 'escape the quagmire.' 2 He also threatened an unnamed regional neighbour, widely understood to be the UAE, with 'continuous and relentless attacks' on vital infrastructure if it assists in a Kharg Island operation. 3

Iran's proposed peace envoy is publicly threatening to destroy Gulf infrastructure on the day his protective status is confirmed. This is either sophisticated negotiating posture (arrive at the table having demonstrated willingness to burn it) or evidence that the talks have no Iranian institutional backing and Ghalibaf is performing for a domestic audience rather than engaging with the diplomatic framework Pakistan has built.

Deep Analysis

In plain English

Pakistan's foreign minister announced publicly that Pakistan is passing messages between the US and Iran, and that the US has sent Iran a list of 15 proposals for ending the war. On the same day, the Iranian official who was supposed to sit across from the US vice-president in Islamabad called the whole thing an attempt by Trump to 'escape the quagmire' and threatened to attack Gulf states. Whether that is Iran playing hardball before sitting down, or Iran signalling it has no intention of talking, is the central question nobody can answer yet.

Deep Analysis
Root Causes

The structural tension is between domestic political positioning and diplomatic flexibility. Ghalibaf represents the hardline parliamentary faction and calculates that demonstrating strength domestically is more valuable than demonstrating flexibility internationally.

Pakistan's incentive to publicise the channel differs from Iran's incentive to keep it quiet. The mediator's credibility requirements conflict with the parties' secrecy requirements.

First Reported In

Update #49 · Hormuz toll into law; Tangsiri killed

Arab News / Wall Street Journal· 27 Mar 2026
Read original
Different Perspectives
European cloud and open-source industry
European cloud and open-source industry
European cloud providers gain a binding procurement mandate from CADA, confirmed by Gartner's $12.6bn sovereign-cloud figure for 2026. The $40bn Pax Silica commitment signals Brussels will not extend sovereignty discipline to the silicon layer, and the missing €350m Sovereign Tech Fund leaves open-source maintenance infrastructure unfunded beneath those same clouds.
United Kingdom
United Kingdom
Science Secretary Kendall's £1.1bn Hardware Plan on 8 June chose demand-side instruments, advancing £150m to British chip startups via the British Business Bank, where Brussels chose supply-side alliance membership. Britain joined Pax Silica before the EU and has no collective EU procurement leverage; the Hardware Plan is the bilateral answer to the same silicon gap.
United States
United States
Pax Silica, a State Department initiative launched in December 2025, secured EU membership the same afternoon Brussels adopted its cloud sovereignty law. Ambassador Puzder had named CADA a red line against the EU-US trade framework; the narrowed CADA scope and the $40bn chip commitment together represent the settlement Washington sought.
France
France
France was the only EU state to oppose Pax Silica accession at COREPER on 3 June, asking the Commission to clarify the Council's steering role inside the alliance. Paris backed CADA and hosts Mistral AI; a $40bn US-chip commitment contractually narrows the commercial space for the sovereign AI model that France is trying to scale.
European Commission
European Commission
Von der Leyen framed CADA on 3 June as keeping 'most of our market open to like-minded partners', and the Commission's EVP Virkkunen simultaneously required majority-European ownership for the €4.12bn AI Gigafactories call. Brussels is managing rather than resolving the silicon dependency by asserting regulatory control at the cloud layer while formalising the chip relationship through Pax Silica.
European Central Bank
European Central Bank
The ECB's digital euro pilot drew more than 50 PSP applications and is naming 10 to 30 participants in July, advancing on its own monetary mandate without requiring a Commission act. Its trajectory this week is the inverse of CAIDA's: the sovereignty instrument that restricts no US firm is the only one keeping its published calendar.