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Oliepriser dykker på forlydender om 60 dages våbenhvile med åbning af Homuz

Morten W. Langer

torsdag 28. maj 2026 kl. 16:49

Uddrag fra Axios, Al Hadath, og andre medier:

  • Per Axios: “U.S. and Iranian negotiators have reached an agreement on a 60-day memorandum of understanding to extend the ceasefire and launch negotiations on Iran’s nuclear program, but President Trump has yet to give it his final approval.”
  • Saudi state media reports Pakistan is seeking to convince Washington to allow transfer of Iran’s highly enriched uranium to China (Al Hadath).
  • Iran launches ballistic missile on US base in Kuwait, which was reportedly intercepted by Kuwaiti forces.
  • Fresh launch is retaliation for prior evening’s skirmish involving US intercepting Iranian drones, and targeting coastal launch location.
  • Stalled talks still stuck on nuclear issue: Iran insists it will keep its enriched uranium as a matter of national soveriegnty.
US x Iran permanent peace deal by June 30, 2026?
Yes 42% · No 59%
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*  *  *

Oil Tumbles on Reported MOU Breakthrough

Per Barak Ravid: “U.S. and Iranian negotiators have reached an agreement on a 60-day memorandum of understanding to extend the ceasefire and launch negotiations on Iran’s nuclear program, but President Trump has yet to give it his final approval,” two US officials have told Axios. This could be the hugest diplomatic breakthrough yet, after weeks of stalled talks, but it awaits President Trump’s.

“U.S. officials said the deal terms were mostly agreed as of Tuesday, but both sides still needed to get approval from senior leadership,” Axios notes by way of caveat. According to some emerging details from the report:

  • The U.S. officials claimed the Iranians later came back and said they had the necessary approvals and were prepared to sign. Iran has not confirmed that.
  • The U.S. negotiators briefed Trump on the details of the final deal and he asked to take a few days to think about it.
  • “The president relayed to the mediators that he wants a couple of days to think about it,” a U.S. official said.

Key question: is Iran’s high enriched nuclear material part of the MOU? This could put it in jeopardy.

Oil tumbles on the headline…

Uranium Transfer to China?

According to Saudi state-funded Al Hadath, Pakistan will present to the US the “transfer of Iranian uranium to Beijing under international supervision.”

The report seems unlikely, given it is also worded in such a way as to suggest the scheme originates with Pakistan, as a desperate attempt to keep stalled talks alive. Tehran has never indicated it would contemplate sending its enriched uranium stockpile abroad, even to a ‘friendly’ nation.

Iranian Launch on Kuwait

The government of Kuwait on Thursday has made clear it retains all rights to take measures to preserve its security, following a overnight Iranian missile strike. Kuwait’s Foreign Ministry further condemned the fresh missile ⁠and drone ⁠attacks on its territory as ‌a serious escalation and “blatant violation of sovereignty and ⁠security.” The Iranian launch, which Tehran says targeted a US base in Kuwait, came in response to US bombardment of an Iranian drone base near the southern city of Bandar Abbas which occurred just prior.

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