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Iranian delegation 'DID NOT LEAVE VENUE' — expected to CONTINUE TALKS with US 'THROUGH THE NIGHT' — senior US diplomat Claims progress on Lebanon ceasefire enforcement & ensuring Hormuz remains 'FULLY OPEN'

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⚡️🇺🇸🇮🇷🇮🇱BREAKING: Iran–U.S. Talks in Islamabad as Israel Escalates in Lebanon Rejecting Ceasefire despite Washington Talks. Israeli forces are raiding Nabatieh and attempting ground control in Bint Jbeil, southern Lebanon as the U.S and Iran arrive in Islamabad to hold talks. Iran’s FM Abbas Araghchi says Iran is entering negotiations with “complete distrust,” blaming repeated U.S. failures to uphold commitments, and calling for immediate international action to stop Israeli attacks on Lebanon. He stressed Iran will defend its interests fully. An Iranian delegation led by Araghchi and Parliament Speaker Mohammad Bagher Ghalibaf arrived in Islamabad and met Pakistan’s army chief Asim Munir. Tehran protested U.S. ceasefire violations, noting it agreed to talks on two conditions, release of frozen assets and a Lebanon ceasefire, both reportedly accepted via Pakistani mediation but not yet implemented. Iran has also maintained restrictions on oil tanker passage through the Strait of Hormuz. Talks are set for one day, with possible extension. Reuters, citing a senior Iranian source, reports the U.S. agreed to release frozen Iranian assets, which Tehran sees as a test of good faith and linked to safe passage in Hormuz before any permanent deal however a senior U.S. official told CBS News that Washington has not agreed to release any frozen Iranian assets, denying earlier reports. A Pakistani source told Al Jazeera efforts are ongoing for direct U.S.–Iran talks; otherwise, indirect talks will proceed within the same timeframe. Iran rejects separating Israel from the U.S., holding Washington fully responsible. Meanwhile, Israel says it will not discuss a ceasefire with Hezbollah in upcoming Washington meetings and continues operations in Lebanon. Sources: AlJazeera, Reuters, FarsNews, ISNA.

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BREAKING: The ceasefire just ate itself. The Head of Iran’s Parliamentary National Security and Foreign Policy Committee just stated: after the Israeli aggression on Lebanon, all plans to open the Strait of Hormuz must immediately cease until there are assurances that Lebanon is included in the ceasefire. There is either a ceasefire on all fronts, or a ceasefire nowhere at all. The entire premise of the deal was Hormuz reopening. Trump’s condition was complete, immediate, and safe opening of the strait. Iran accepted. The ceasefire was built on that single exchange: pause the bombs, open the water. Brent crashed 13 percent. The S&P surged. The market priced peace. Now Iran is threatening to reverse the only thing the ceasefire achieved because of something the ceasefire never included. Three contradictions in 24 hours. Pakistan announced the ceasefire covers everywhere including Lebanon. Netanyahu said it does not include Lebanon and launched the largest IDF strike since Roaring Lion began: 100 Hezbollah targets in 10 minutes. Now Iran says Hormuz stays closed unless Lebanon is covered. The deal’s architect says it includes Lebanon. The deal’s beneficiary says it excludes Lebanon. And now the deal’s other signatory says the core deliverable is revoked unless the excluded front is reinstated. This is what happens when a ceasefire is brokered through intermediaries who need both sides to say yes more than they need both sides to agree. Pakistan shuttled drafts between Washington and Tehran through five mediating channels in one chaotic day. Egypt bridged language. Turkey provided backchannels. China urged an off-ramp. The framework was drafted with sufficient ambiguity that Iran could tell Hezbollah it was covered and Israel could tell its public it was not. That ambiguity held for exactly 18 hours before the IDF’s 100-target strike forced Iran to choose between Hezbollah solidarity and Hormuz revenue. Iran chose Hezbollah. The implications cascade immediately. If Iran follows through and halts Hormuz reopening, the 15 to 20 vessels currently transiting under IRGC clearance codes stop. The yuan toll revenue that was funding reconstruction stops. The ceasefire’s only tangible achievement, the strait reopening that crashed oil prices, reverses. And Trump’s conditional two-week suspension, which was explicitly revocable if Hormuz did not open immediately and safely, faces its trigger event on day one. Trump has three options. Accept Lebanon inclusion, which means pressuring Netanyahu to halt strikes against Hezbollah, which Israel has refused. Reject Lebanon inclusion, which means Iran re-closes Hormuz, which voids the ceasefire’s premise. Or ignore the threat and continue as if the 15 ships passing through a yuan toll booth constitute an open strait, which means the Islamabad talks on Friday begin over a deal that both parties are publicly threatening to revoke. The molecule crisis does not pause for diplomatic fractures. The crackers are rubble. The pipeline bypass just took a drone. The fertiliser is trapped behind the gate. The centrifuges are spinning. And the strait that was supposed to reopen as the war’s first peace dividend is now being held hostage to a front that was never agreed upon, by a parliament that legislated tolls on March 31, in a country whose supreme leader has not been seen in 39 days. One ceasefire. Three interpretations. Zero days before collapse. Full analysis on Substack.
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BREAKING: The ceasefire just ate itself. The Head of Iran’s Parliamentary National Security and Foreign Policy Committee just stated: after the Israeli aggression on Lebanon, all plans to open the Strait of Hormuz must immediately cease until there are assurances that Lebanon is included in the ceasefire. There is either a ceasefire on all fronts, or a ceasefire nowhere at all. The entire premise of the deal was Hormuz reopening. Trump’s condition was complete, immediate, and safe opening of the strait. Iran accepted. The ceasefire was built on that single exchange: pause the bombs, open the water. Brent crashed 13 percent. The S&P surged. The market priced peace. Now Iran is threatening to reverse the only thing the ceasefire achieved because of something the ceasefire never included. Three contradictions in 24 hours. Pakistan announced the ceasefire covers everywhere including Lebanon. Netanyahu said it does not include Lebanon and launched the largest IDF strike since Roaring Lion began: 100 Hezbollah targets in 10 minutes. Now Iran says Hormuz stays closed unless Lebanon is covered. The deal’s architect says it includes Lebanon. The deal’s beneficiary says it excludes Lebanon. And now the deal’s other signatory says the core deliverable is revoked unless the excluded front is reinstated. This is what happens when a ceasefire is brokered through intermediaries who need both sides to say yes more than they need both sides to agree. Pakistan shuttled drafts between Washington and Tehran through five mediating channels in one chaotic day. Egypt bridged language. Turkey provided backchannels. China urged an off-ramp. The framework was drafted with sufficient ambiguity that Iran could tell Hezbollah it was covered and Israel could tell its public it was not. That ambiguity held for exactly 18 hours before the IDF’s 100-target strike forced Iran to choose between Hezbollah solidarity and Hormuz revenue. Iran chose Hezbollah. The implications cascade immediately. If Iran follows through and halts Hormuz reopening, the 15 to 20 vessels currently transiting under IRGC clearance codes stop. The yuan toll revenue that was funding reconstruction stops. The ceasefire’s only tangible achievement, the strait reopening that crashed oil prices, reverses. And Trump’s conditional two-week suspension, which was explicitly revocable if Hormuz did not open immediately and safely, faces its trigger event on day one. Trump has three options. Accept Lebanon inclusion, which means pressuring Netanyahu to halt strikes against Hezbollah, which Israel has refused. Reject Lebanon inclusion, which means Iran re-closes Hormuz, which voids the ceasefire’s premise. Or ignore the threat and continue as if the 15 ships passing through a yuan toll booth constitute an open strait, which means the Islamabad talks on Friday begin over a deal that both parties are publicly threatening to revoke. The molecule crisis does not pause for diplomatic fractures. The crackers are rubble. The pipeline bypass just took a drone. The fertiliser is trapped behind the gate. The centrifuges are spinning. And the strait that was supposed to reopen as the war’s first peace dividend is now being held hostage to a front that was never agreed upon, by a parliament that legislated tolls on March 31, in a country whose supreme leader has not been seen in 39 days. One ceasefire. Three interpretations. Zero days before collapse. Full analysis on Substack.

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❗️🇺🇸🇮🇷 An Iranian senior official told Reuters that, following a warning from United States Central Command (CENTCOM), the naval forces of Iran’s Islamic Revolutionary Guard Corps (IRGC) do not intend to conduct military exercises in the Strait of Hormuz. ❗️video is for visualization See the latest updates with us: NSTRIKE
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❗️🇺🇸🇮🇷 An Iranian senior official told Reuters that, following a warning from United States Central Command (CENTCOM), the naval forces of Iran’s Islamic Revolutionary Guard Corps (IRGC) do not intend to conduct military exercises in the Strait of Hormuz. ❗️video is for visualization See the latest updates with us: NSTRIKE

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