U.S. Senator Marco Rubio stated that Iran’s clerics possess an apocalyptic worldview that makes them unfit to hold nuclear weapons, calling for preventive measures to ensure Iran never acquires such capabilities. The International Atomic Energy Agency (IAEA) has reported challenges in verifying Iran’s enriched uranium stockpiles, leading to the case being referred to the UN Security Council. Rubio’s comments align with a hardline stance against Iran’s nuclear ambitions and decrease the likelihood of a U.S.-Iran deal. Market pricing for a U.S.-Iran deal in 2026 reflects a reduced probability, with activity supporting a NO outcome and potential impact on markets related to Iran’s nuclear capabilities and diplomatic resolutions.
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