Unverified as the report is, it adds to a pattern of Iranian sign-off remaining the key unresolved variable, and arrives against the backdrop of Trump having announced an Iran deal on numerous prior occasions without lasting follow-through. Markets that rallied hard on Thursday’s de-escalation news may want to treat any signing claims with some caution until confirmed at the highest level in Tehran.
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Conservative Iranian outlets report new Supreme Leader Mojtaba Khamenei has not approved the proposed US deal, with sources saying Speaker Ghalibaf and FM Araghchi committed to signing without his blessing. Unverified, but underscores ongoing uncertainty over Iran’s position.
SUMMARY
Source: Conservative Iranian media reports, sources (unnamed!) said to be “close to the matter”
- Reports say new Supreme Leader Mojtaba Khamenei has not agreed to the proposed US peace deal
- If accurate, this would suggest Iran’s negotiating team has not been fully transparent with mediators
- Sources say the decision to indicate the deal would be signed was made by Speaker Ghalibaf and Foreign Minister Araghchi
- That decision is reported to have been made without Khamenei’s blessing
- Reports remain unverified and sourced to conservative outlets and unnamed sources
Fresh reports from conservative Iranian media outlets suggest the country’s new Supreme Leader, Mojtaba Khamenei, has not given his approval to the peace deal reportedly agreed with the United States, raising questions over whether Iran’s negotiating team has been fully transparent with mediators throughout the process.
According to sources close to the matter, the decision to signal that a deal would be signed was made by Parliament Speaker Mohammad Bagher Ghalibaf and Foreign Minister Abbas Araghchi, reportedly without Khamenei’s blessing.
The reports remain unverified, sourced to conservative outlets and unnamed individuals, and should be treated with appropriate caution. Iran’s domestic political dynamics are notoriously difficult to read from outside, and conservative media in particular may have their own incentives in how such stories are framed.
Still, the report fits a broader pattern. By some counts, Thursday’s announcement marks roughly the 40th time Trump has declared an Iran deal reached or imminent, with previous iterations failing to materialise into a finalised, signed agreement. Combined with Tehran’s own mixed messaging and the disputed status of the Strait of Hormuz, the situation underscores that nobody, markets included, can say with confidence what Iran’s leadership will ultimately do
