Indian business press; tracks Iran-US talks through India's oil import exposure
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BusinessToday India · India · 多哈会谈以"积极进展"收官，核议题缺席，霍尔木兹缓和期7月4-5日到期
Highlights the lack of a breakthrough, noting Indian refiners who increased Iranian crude purchases after the MoU are watching Hormuz closely. Reports the $6 billion asset question involves goods delivery, not cash, mirroring elements of the 2023 JCPOA-adjacent deal. The next round is delayed by at minimum 10 days given the Khamenei funeral timeline (ceremonies July 4-6, burial in Mashhad July 9).
“No breakthrough; next round delayed by Khamenei funeral; $6 billion in assets to be delivered as goods, not cash.”