Iran responds to "proposal to lift oil sanctions within 30 days," Trump says "completely unacceptable," Netanyahu: "US and Israeli military operations against Iran are not yet over"
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After Iran submitted a response to the U.S. proposal to end the war, the outlook for negotiations sharply deteriorated. Trump publicly expressed strong dissatisfaction, oil prices soared, and market concerns about renewed tensions in the Middle East intensified significantly.
According to Xinhua International, Iran has responded to the U.S. proposal to end the war and conveyed it to Pakistan. IRNA, citing informed sources, reported that Iran has officially submitted its response to the latest U.S. plan aimed at ending the war to the Pakistani mediators.
According to Xinhua News Agency, in its proposal to the U.S., Iran demanded that the U.S. Treasury Department's Office of Foreign Assets Control lift sanctions related to Iranian oil sales within 30 days. In response, CCTV News reported that Trump publicly denounced the proposal as "completely unacceptable," accusing Iran of long-standing delays and toying with the U.S. in negotiations.
It is reported that Iran's latest response did not address the U.S. demand for Tehran to make prior commitments regarding its nuclear program and the fate of its highly enriched uranium stockpile. Instead, Iran proposed to end the fighting first and to gradually reopen the Strait of Hormuz to commercial shipping as the U.S. lifts its blockade of Iranian ships and ports.
Amid escalating U.S.-Iran differences, Israeli Prime Minister Netanyahu issued a tough warning. According to CCTV News, Israeli Prime Minister Netanyahu, in an interview, said that U.S.-Israeli military actions against Iran are not yet over. He made it clear that Iran's highly enriched uranium must be removed and relevant facilities dismantled, keeping the potential risk of further military or "physical" action high.
As Washington and Tehran have failed to reach consensus on ceasefire conditions and the reopening of the Strait of Hormuz, the current fragile truce is facing a severe test.
The risk of negotiation breakdown and escalation of geopolitical conflict has prompted energy market traders to rapidly reassess the risk of oil supply disruptions from the region. Brent crude oil once rose more than 3%, reaching $104.80 per barrel before retreating; U.S. benchmark West Texas Intermediate crude oil rose in tandem.
Core Disagreement: Iran Demands Sanctions Relief, U.S. Responds Strongly
According to Xinhua News Agency, Iran has officially submitted its response to the U.S. ceasefire proposal through the Pakistani mediators, with current talks focused entirely on halting hostile actions in the region.
Iran's proposal emphasizes the need to immediately end the war, demands the U.S. Treasury’s Office of Foreign Assets Control lift sanctions related to Iranian oil sales within 30 days, and unfreeze its overseas assets during this period.
In addition, Iran calls for an end to the "war on all fronts" (referring to Israeli airstrikes in Lebanon), lifting of U.S. blockade on imports and exports at Iranian southern port cities, and establishing “Iranian control over the Strait of Hormuz.” Notably, the response did not mention any proposals related to the nuclear issue.
There are reports citing informed sources that nuclear issues will be negotiated in the following 30 days. Iran proposes to dilute part of its highly enriched uranium and transfer the rest to a third country. Iran also demands assurances that if negotiations fail or the U.S. withdraws from the agreement later, the transferred uranium should be returned to Iran. Iran expresses willingness to suspend uranium enrichment activities but for a shorter period than the 20 years the U.S. proposed, and refuses to dismantle its nuclear facilities. However, semi-official Iranian news agency Tasnim, quoting sources, reported that the above statements on Iran's nuclear material proposals were not accurate.
According to Xinhua News Agency, Iranian sources emphasized that Tehran will only create plans to protect the rights of its people and will not compromise to please the U.S.
Regarding Iran's proposal, Trump resolutely rejected it on his social media platform. He said he just read Iran’s response and found it "completely unacceptable." Trump then accused Iran of repeatedly delaying and "toying" with the U.S. for decades, while also fiercely criticizing the Iran policies of former Presidents Obama and Biden.
Bleak Prospects for Ceasefire Push Up International Oil Prices
The sharp confrontation between the U.S. and Iran over core terms has triggered a direct reaction in the financial markets to a possible escalation of Middle East conflict.
Influenced by warnings from U.S. officials that talks could collapse and hostile actions resume, international benchmark Brent crude oil prices once rose more than 3% to $104.80 per barrel before pulling back. U.S. benchmark West Texas Intermediate (WTI) crude also climbed.
Market analysts pointed out that traders are pricing in official signals of stalled negotiations.
Kevin Book, head of research at ClearView Energy Partners, said Trump’s "completely unacceptable" comment generated a certain degree of bullish sentiment. He warned that if the situation slides further toward real military conflict and talks fail to resume, international oil prices could rise even more sharply.
Israel Emphasizes Military Action Against Iran Is Not Over
Aside from the U.S.-Iran standoff, continued pressure from Israel has added further complexity to the regional situation.
According to CCTV News, Israeli Prime Minister Netanyahu stated in an interview that U.S.-Israeli military operations against Iran are not over. He emphasized that while most of the strikes have been completed, there is still work to be done.
Netanyahu pointed out that Iran's current stock of enriched uranium must be removed, enrichment facilities dismantled, and Iran-backed proxies still possess missiles. He said removing highly enriched uranium is crucial, suggesting it could be achieved by "physical means," but refused to disclose whether it would involve military action or provide a timetable.
Furthermore, according to Israeli officials, Netanyahu had a phone call with Trump to exchange views on Iran's response to the U.S. ceasefire proposal. Trump described the call as "very pleasant," and said that U.S.-Iran negotiations were a matter he needed to handle personally.
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