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Iranian Lawmaker Comments on Nuclear Treaty as Geopolitical Tensions Impact Markets

Remarks from an Iranian parliamentary committee member regarding the Non-Proliferation Treaty coincided with wider market volatility across energy and crypto assets.

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Mohammadreza Mohseni-Sani, a member of the Iranian parliament's National Security and Foreign Policy Committee, stated on September 12, 2026, that Iran no longer considers the 1968 Nuclear Non-Proliferation Treaty binding. The statement followed the resumption of U.S. strikes on September 2 and occurred amid heightened regional military tensions.

The rhetoric coincided with price movements across several asset classes. Bitcoin closed at $77,231 on September 12, receding from an intraday high of $79,852 recorded the previous day. Concurrently, Brent crude gained $13.49 per barrel between September 1 and September 9 to reach $109.51, supported by longstanding shipping risk premiums around the Strait of Hormuz, while gold was recorded at $4,318.89 an ounce.

The report notes that the lawmaker's assertion has not been accompanied by an official withdrawal notice filed with treaty depositaries in Washington, London, or Moscow, nor by formal confirmation from the Iranian Foreign Ministry. Analysts emphasize that while committee rhetoric reflects escalating geopolitical strain, only formal diplomatic filings would represent an official change in state nuclear policy.

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