Iran suspended the Islamabad MoU on July 13, 2026, citing US ceasefire violations. Here is what it means for energy markets and risk assets including

Iran accuses the US of violating the Islamabad MOU, raising tensions. US ending Iranian blockade by August 31, 2026 at 44% YES.

Iran suspends MoU commitments with the US amid renewed sanctions. Final nuclear deal by August 13, 2026 at 2% YES.