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Who Runs Iran?

🇺🇸💬🇮🇷❌🇮🇷 — 🧐 ISW on 𝕏:

"MORE: Ghalibaf publicly defended negotiations on Iranian state television on April 18, arguing that diplomacy with the United States, alongside military power, is necessary to secure Iran’s objectives. Ghalibaf also reportedly criticized hardline officials, including Supreme National Security Council (SNSC) member Saeed Jalili and hardline parliamentarian Amirhossein Sabeti, for their opposition to negotiations during a meeting with advisers, but his criticisms were likely implicitly directed at Vahidi.

US officials separately told Axios on April 20 that the US negotiating delegation thought it was “negotiating with the right people“ in Islamabad on April 11 and 12 but that the IRGC effectively told the Iranian negotiating delegation upon their return to Tehran that they ”don’t speak for” the IRGC. Senior regime officials, including former IRGC Intelligence Organization Chief Hossein Taeb, reportedly called the Iranian negotiating delegation back to Tehran after it surpassed its mandate.

A second US official told Axios that “we aren’t sure who’s in charge and neither do they.” This report is consistent with CTP-ISW‘s assessment that there is a division between Vahidi and his inner circle and members of Iran‘s negotiating team over Iran’s negotiations policy.

This report is also consistent with CTP-ISW’s assessment that Iranian Supreme Leader Mojtaba Khamenei has not played the role of cohering and arbitrating between various factions as his father used to do, which has likely exacerbated intra-regime fighting."

🔗 Institute for the Study of War (@TheStudyofWar)

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Market Report 9/22/26

🌆 Market News Digest
[Sept 22, 2026 EST]

🔥 Top Stories
• Trump says US-Iran talks were “very productive” — White House/mediators signal momentum on a deal; Hormuz reopening and sanctions relief remain central
• Oil swings on Hormuz diplomacy, then settles lower — Brent/$94.59 WTI after ceasefire/deal hopes offset blockade and tanker-risk headlines
• Trump UNGA speech: hard line on Iran, AI, Greenland — urged isolation of Iran, vowed no global AI controls, signed Greenland security deal
• US stocks end mixed; Nasdaq hits fresh record — chip/AI names led, while banks lagged and rates stayed firm

⛽ Oil & Energy
• Hormuz remains the key market risk — Iran alternates between reopening talk and threats; U.S.com/Gulf push de-escalation and alternative flow routes
• Aramco, Libya, Iraq headlines support supply-watch — Aramco eyes gas reorg/listings; Libyan shutdown trims output; Iraq exports top 3 mln bpd

📊 Markets & Macro
• Fed speakers stay hawkish-ish — Collins/Barkin ...

September 21, 2026
Slurs
September 20, 2026
ON THE GROUND

PN I know I disappeared for awhile. I’ve been writing a little but not much. I had a death in my family and it hit hard. I’m trying to get moving but having a hard time.
I want you to know my husband works for one of the largest trucking companies in the country driving heavy haul. He delivers feed to all the chickens out here in the pacific nw. Up and down Wa and Or. He will not be participating in the protest 10/1 due to the fact that he is company and this job was hard to find. He feels diesel is going up in a very bad way. That’s the word with the truckers. If things continue the way they are it may be $8-10 a gallon in ten days. They are trying to break us. His company subsides the diesel through the government so they don’t feel the effect except when seeing the pumps. He feels that they will be affected heavily by the end of the month, the company rigs that is. It’s going to get very nasty and with all this stuff in the middle east with both straits, as you already ...

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