President Donald Trump declared that Iran has delayed negotiations for too long and will now face consequences, signaling a hardening stance in the stalled peace process.

The remarks, first reported by Axios and subsequently confirmed by Bloomberg, underscore the fragility of diplomatic efforts to end the two-month conflict involving the United States and Israel.

The president's comments come as internal resistance within his own party grows regarding a proposed framework that would grant Tehran sanctions relief in exchange for de-escalation.

This political friction complicates the administration's ability to secure a rapid resolution, leaving markets exposed to prolonged geopolitical tailwinds for risk assets.

Energy and shipping sectors remain the primary beneficiaries of this uncertainty.

With no clear path to a ceasefire, tanker routes through the Strait of Hormuz continue to face elevated insurance premiums and operational delays.