The Iranian government has doubled down on its support for Hezbollah, framing the militant group's operations against Israeli troops as a non-negotiable commitment. This shift complicates the delicate, indirect negotiations currently underway between Tehran and the United States, which were intended to de-escalate regional frictions.
Energy markets are already feeling the strain of this hardened posture. Disrupted tanker traffic through the Strait of Hormuz has triggered a sharp rise in global fuel prices, highlighting the vulnerability of international supply chains to the evolving standoff. As Tehran insists that a ceasefire in Lebanon must serve as the precursor to any wider pact with the U.S., the path toward a diplomatic resolution remains increasingly narrow.



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