Peru

Lima, September 23, 2026. From the New York podium of the United Nations General Assembly on Tuesday, Donald Trump said he had to make "a big decision": conclude an agreement allowing the reconstruction of Iran, or "quickly annihilate the Islamic Republic". The Peruvian press has retained more what followed the threat rather than the threat itself. According to Diario Correo, Trump assured shortly after that Washington and Tehran were continuing to discuss, while Secretary of State Marco Rubio indicated that the United States was willing to talk to Iranian representatives on the sidelines of the Assembly, without a meeting being scheduled at the time of his statements.

On Wednesday, this announcement was translated into numbers on the markets. Andina reports that Brent and West Texas Intermediate fell in Asia, to $98.91 (-0.3%) and $89.93 (-0.7%) a barrel, after Trump described as "very good" a three-hour meeting between American and Iranian representatives in New York. The two contracts remain below the symbolic threshold of $100, which has been repeatedly crossed since the outbreak of the conflict in the Middle East in February. Analyst Stephen Innes, quoted by Andina, sees a shift: the market would be moving "from a quote based exclusively on escalation to an authentic diplomatic process, even if a final agreement seems still distant". The file remains blocked on two concrete points: the Strait of Ormuz, which Tehran maintains is closed, and the counter-blockade of Iranian ports to which the United States has been clinging for seven months.

RPP Noticias, covering the opening of the general debate live, situates this episode in a broader climate of doubt about the UN itself: Lula da Silva expressed his "indignation" before an organization that "fails" to protect the most vulnerable, and the President of the Assembly, Khalilur Rahman, warned of the risk of a "great global fracture" if the great powers refuse to admit the limits of their power.

For Lima, where the price of imported fuel directly affects household budgets, the decline in crude oil is worth more than the martial rhetoric heard from the podium: it is a sign that the sequence of threat-then-dialogue, as contradictory as it may be, is already moving global markets.