Iran agrees to end enrichment of uranium by June 30? ↗

Price rose 7.0pp from 29.5% to 36.5% over 20.0h (steady), then reversed. Now at 34.5%, down 2.0pp from peak, 4.0h after the peak. [Prior context: 24h ago: 29.5%, 72h range: 29.5%-41.5%]

Semantic Polarity: YES = Iran explicitly agrees to end uranium enrichment by June 30 (deal/commitment language); NO = talks stall, preconditions harden, or only pressure/no agreement. Trend is UP, pricing in the YES-World. 
Momentum check: E=2, D=3, L=0 (R=0 unverified); status-quo pressure (e.g., blockade) collapsed as one D per cessation rules. 
Incremental only: E=2, D=3 (priced-in: E=1, D=1).
Self-check: no change.
Theta direction: DOWN
Price move direction: UP (from 30% to 36%)
Alignment: OPPOSITE
Theta: DOWN — opposed
The move is divergent, not strong (D=3 opposing the rise), since fresh signals mostly impede rather than advance an agreement. Specifically, positives are process-only: the U.S. says talks with Iran include “nuclear fuel removal” and is willing to continue negotiations by phone; but negatives include canceling the Witkoff–Kushner Islamabad trip, Trump ruling out in‑person talks (“call us”), and the continued naval blockade — all blockers that do not satisfy the settlement criterion of Iran agreeing to end enrichment. Given no resolution-level commitment and mixed-to-negative process signals, a 7pp climb looks partially unsupported and likely to mean-revert modestly.