Mediated Inspection Compromise
+0.5%
Oman, Qatar or the European Union helps broker a limited access formula that lets Iran claim sovereignty while the IAEA restores partial visibility. This scenario is less likely after the U.S. deal push collapsed, but Tehran has previously used calibrated access to prevent sanctions unity.
What it moves
- Energy−0.9%
- Consumer Services+0.7%
- Market volatility
- Riskier companies' borrowing costs
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