US-Iran talks set for Pakistan July 11 as Hormuz traffic recovers

US-Iran talks set for Pakistan on July 11

reported 4-5 Julydiplomatic

Multiple outlets reported the next round of US-Iran negotiations is scheduled for Pakistan on Saturday 11 July, with sanctions relief, frozen Iranian funds and the nuclear file on the agenda. Turkey's President Erdogan said Israel must not be allowed to scupper a US-Iran deal, and Egypt's foreign minister voiced support for facilitating the talks.

SourcesGoogle News — Iran Diplomacy & Nuclear · Reuters — Middle East (via Google News) · Al-Monitor · ISNA — Iranian Students News Agency · Google News — Iran Diplomacy & Nuclear

Israeli intelligence rejects Netanyahu claim on Iran nuclear program

4 Julydiplomatic

Israeli intelligence declined Prime Minister Netanyahu's request to endorse the claim that Iran's nuclear program was completely destroyed, according to a report carried by Google News — Iran Diplomacy & Nuclear. The refusal surfaces days before US-Iran talks reportedly scheduled for 11 July, which include the nuclear file.

SourcesGoogle News — Iran Diplomacy & Nuclear

Hormuz transits quadruple as ceasefire holds

reported 3-4 Julyeconomic

The number of ships passing through the Strait of Hormuz quadrupled over the past week as tankers cautiously returned. Gulf oil exports jumped in June on record UAE flows, and India withdrew domestic gas curbs as Middle East LNG supply resumed. Separately, the CEO of CMA CGM said a container ship struck by a missile in the strait during the conflict may be sent for scrapping.

SourcesFT — Middle East & Africa

Interviewed on this India Erergy Ministry secretary who confirmed the curbs, and shipping data cited by FT.

reported 1 Julyeconomic

The Qatar Investment Authority announced completion of the take-private transaction of asset manager Janus Henderson, per QNA — Qatar News News Ag(Economy). Separately, a survey of sovereign investors managing $29 trillion showed a pivot toward energy assets and flagged concerns over the US dollar.

SourcesQNA — Qatar News Agency (Economy) · Reuters — Middle East (via Google News)

Iran offers 'friendly nations' preferential Hormuz fee treatment

reported 3-5 Julyeconomic

An Iranian envoy said friendly nations will receive special treatment on Hormuz transit fees, cited by Google News — Gulf Arabic. Separately, Iran is exploring oil sales to Japan, with buyers seeking a longer sanctions waiver, per a Reuters exclusive corroborated across two origins.

SourcesGoogle News — Gulf Arabic · Google News — Iran Diplomacy & Nuclear · Google News — Gulf Arabic · Reuters — Middle East (via Google News) · Google News — AFP Gulf & Iran Wire

Saudi non-oil private sector grows at fastest pace in four months

5 Julyeconomic

Saudi Arabia's non-oil private sector expanded in June at its fastest rate in four months, according to the latest PMI, described as the strongest activity since the start of the Iran war. Liquidity in the Saudi equity market rotated selectively out of large-cap leaders into other sectors.

SourcesGoogle News — Iran Diplomacy & Nuclear · Google News — Iran Diplomacy & Nuclear · Google News — Iran Diplomacy & Nuclear · Reuters — Middle East (via Google News)

IRGC appoints new Navy commander amid post-Khamenei succession

4 Julypersonnel

Iran's IRGC appointed Brigadier General Ali Azmaei as its Navy commander, ISNA reported, citing the IRGC. The appointment comes as week-long funeral ceremonies for assassinated Supreme Leader Ayatollah Ali Khamenei drew large crowds in Tehran, with dignitaries from more than 100 nations paying respects.

SourcesISNA — Iranian Students News Agency · Al-Monitor · FT — Middle East & Africa

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