The U.S.-Iran negotiations have been chaotic. But the confusion has only grown since the MOU was signed.

The U.S.-Iran negotiations have been chaotic. But the confusion has only grown since the MOU was signed.

Trump administration signed Iran MOU; confusion on timing, Strait of Hormuz opening, oil waivers, and Israeli-Lebanon escalation risk collapse. Geopolitical volatility directly impacts energy costs, semiconductor supply chain, EMEA compliance, and regional data center investments.