狮山巡礼
投资杂谈
Vice PresidentJD Vancesaid early ?on Sunday in Pakistan that ?U.S. officials ?are leaving peace talks after the Iranian delegation refused to agree not to develop a nuclear weapon.
We have been at it now for 21 hours, and weve had a number of substantive discussions with the Iranians. Thats the good news, he said in a press conference following the talks. The bad news is that we have not reached an agreement.
The key sticking point, Vance said, was on the issue of Irans unwillingness to give up its pursuit of nuclear weapons.
We need to see an affirmative commitment that they will not seek a nuclear weapon, and they will not seek the tools that would enable them to quickly achieve a nuclear weapon, he said, noting it is the core goal that PresidentDonald Trumphoped to achieve with the negotiations. They have chosen not to accept our terms.
The vice president said he spoke with Trump a half dozen times, a dozen times, over the past 21 hours, as well as with Secretary of StateMarco Rubio, Treasury SecretaryScott Bessentand Adm.Brad Cooper, head of theU.S. Central Command.
We were constantly in communication with the team because we were negotiating in good faith, Vance said, speaking at a podium alongside special envoySteve WitkoffandTrumps son-in-law,Jared Kushner.
We leave here with a very simple proposal, a method of understanding that is our final and best offer. Well see if the Iranians accept it, he said. A short time later, the vice president waved goodbye from the top of the stairs as he boarded Air Force Two in Islamabad.
Various Iranian state media reports cited stark differences in negotiations for the breakdown in the talks, including the removal of nuclear materials from the country and the reopening of theStrait of Hormuz.Irans Tasnim news agency said that excessive U.S. demands had hindered efforts to reach an agreement.
The Iranian government said in a post on X that the talks will continue for another roundafter a pause on Sunday.
The historic talks ended days after the fragile, two-weekceasefirewas announced. Vances comments did not indicate what would happen after that period expired or whether the ceasefire would remain in place.
The Iranian delegation, led by Parliament Speaker Mohammad Bagher Qalibaf, discussed with their U.S. and Pakistani counterparts how to advance the ceasefire already threatened by deep disagreements and Israels continued attacks against the Iranian-backed Hezbollah in Lebanon, whose health ministry said the death toll has surpassed 2,000.
The ?Iranian delegation arrived dressed in black in mourning for late Supreme Leader AyatollahAli Khameneiand others killed in the war. They carried shoes and bags of some students killed during theU.S.bombing of a school next to a military compound, the Iranian government said. The Pentagon has said the strike is under investigation.
There were mood swings from the two sides and the temperature went up and down during the meeting, one Pakistani source told Reuters in reference to the first round of talks.
For theU.S.-Irantalks,Islamabad, a city of more than 2 million people, was locked down with thousands of paramilitary personnel and army troops on the streets.
U.S. destroyers transit the Strait of Hormuz
The peace talks took place as two American warships transited through the Strait of Hormuz for the first time since the start of the conflict. The U.S. Central Command said the warships were taking part in a mission to clear the waterway of sea mines put in place by Iran.
The ceasefire between the U.S. and Iran that began Tuesday has come under strain as Iran continues to block most shipping traffic through the strait, the worlds most critical chokepoint for oil and gas supplies.
U.S. Central Command said that forces began setting conditions for clearing mines in the strait, as two U.S. Navy guided-missile destroyers conducted operations. The USS Frank E. Peterson and the USS Michael Murphy transited the strait and operated in the Arabian Gulf as part of a broader mission to clear sea mines previously laid by Irans Islamic Revolutionary Guards Corps, Defense Secretary Pete Hegseth said in apost on X.
Today, we began the process of establishing a new passage and we will share this safe pathway with the maritime industry soon to encourage the free flow of commerce, Adm. Brad Cooper, commander of CENTCOM, said in a statement.
Were sweeping the strait. Whether we make a deal or not makes no difference to me, U.S. PresidentDonald Trumptold journalists as high-stakes talks continued into the night and the time approached2 a.m. in Pakistan.
Irans state media, however, earlier saidIranforced aU.S.military ship that was attempting to cross the strait to turn around. MS Now later reported that commercial maritime traffic systems showing the USS Michael Murphy crossing the Strait of Hormuz into the Persian Gulf werent reliable.
Late Saturday, IransIslamic ?Revolutionary Guard Corps ?warned ?that ?any attempt by ?military vessels to ?transit theStrait of Hormuzwould be met with a ?strong response. Only non-military ?vessels would be allowed to pass ?under specific regulations, the ?IRGC ?said in a statement ?carried by Iranian media.
Separately, a senior Iranian source told Reuters theU.S.had agreed to release frozen assets held in ?Qatar and other foreign banks, but a U.S. official immediately denied the report.
Tankers exit the Gulf via the strait
Three supertankers passed through theStrait of Hormuz on Saturday, shipping data showed, marking what appeared to be the ?first vessels ?to exit the ?Gulf since theU.S.-Iranceasefire deal.
Tehransblockade of ?the strait, a chokepoint for about ?20% of global oil and liquefied natural gas shipments, since the start of theIranwar at the end of February, has disrupted global energy supplies and sent oil prices soaring.
TheLiberia-flagged Very ?Large Crude Carrier (VLCC) Serifos andChina-flagged VLCCs Cospearl Lakeand HeRong Hai, entered and exited the Hormuz Passagetrial anchorage that ?bypassesIransLarak Islandon Saturday, LSEG data showed.
Each vessel is capable of carrying 2 million barrels of oil.
Serifos, carrying crude loaded fromSaudi Arabiaand theUnited Arab Emiratesin early ?March, is expected to arrive atMalaysiasMalacca ?port onApril 21, data from ?LSEG and analytics firm Kpler showed.
Cospearl Lakeis laden with Iraqi oil and He ?Rong Hai is carrying Saudi crude, the same data showed.
Both VLCCs are chartered by Unipec, the trading arm of Chinese energy giantSinopec, according to the data.
Trumps frustration with Iran
Trump has expressed frustration with Iran continuing to block most shipping traffic through theStrait of Hormuz.
In anannouncementTuesday evening, Trump said that the U.S. would agree to a two-week suspension of hostilities subject to Iran agreeing to a complete and immediate reopening of the Strait of Hormuz.
But since then, vessel traffic through the strait remains nearly as tightly throttled as it has been since the war began on Feb. 28.
In a Truth Socialposton Thursday evening, Trump fumed, There are reports that Iran is charging fees to tankers going through the Hormuz Strait They better not be and, if they are, they better stop now!
Iran is doing a very poor job, dishonorable some would say, of allowing Oil to go through the Strait of Hormuz, the president wrote in a follow-up post. That is not the agreement we have!
Israel and Lebanon will have direct negotiations
Negotiations between Israel and Lebanon are expected to begin Tuesday in Washington, Lebanese President Joseph Aouns office said Friday, after Israels surprise announcement authorizing talks despite the countries lack of official relations.
But thousands in Lebanon protested the planned negotiations, and Prime Minister Nawaf Salam said he had postponed a planned trip to Washington in light of the current internal circumstances. It was not immediately clear what that meant for the talks.
