Commodities June 7, 2026 04:12 PM

Iran Rejects Proposal to Use Its Frozen Assets to Compensate Gulf Allies

Deputy foreign minister warns seizure would constitute an international wrong and signals Tehran may respond if assets are reallocated without consent

By Maya Rios
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Iran’s deputy foreign minister responded firmly to reports that the United States could make frozen Iranian assets available to Gulf states for reconstruction and compensation linked to the war. He said regional governments could not legitimately demand reparations and that any seizure or allocation of Iran’s funds without Tehran’s agreement would be a new internationally wrongful act, potentially prompting a response from Iran. The dispute occurs amid missile and drone strikes across the Gulf and an estimate that energy-related infrastructure repairs could cost up to $58 billion.

Iran Rejects Proposal to Use Its Frozen Assets to Compensate Gulf Allies
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Key Points

  • Iran’s deputy foreign minister publicly rejected reports that the U.S. might use frozen Iranian assets to compensate Gulf allies, saying such action would be unlawful without Tehran’s consent - impacts finance and sovereign asset management.
  • A U.S. plan under review reportedly includes assessing costs for past damage, with Treasury Secretary Scott Bessent said to have directed a team to quantify harm - relevant to government finance and legal claims.
  • Ongoing missile and drone strikes in the region and an industry estimate of up to $58 billion in energy-linked infrastructure repair costs highlight material exposure for the energy sector and associated supply chain risks.

June 7 - Iran’s Deputy Foreign Minister Kazem Gharibabadi publicly rejected reports suggesting that Washington could deploy frozen Iranian assets to compensate regional allies for war-related damage, saying on social media that regional governments were "not in a position to demand reparations".

Gharibabadi said Iran’s funds were "neither war spoils for Washington nor a payment fund for its allies," characterizing any unilateral seizure, transfer or allocation of those assets as "a new internationally wrongful act" that would render the United States responsible. He warned such measures would draw "an appropriate response" from Iran, though he did not provide further detail on what that response might entail.

The comments came after a report, citing an individual familiar with the matter, indicated that the United States planned to make Iranian assets available to Gulf partners to support rebuilding and to help cover repairs for future damage attributed to Iran. The same source said the United States would also consider using the funds to address repairs for damage already inflicted, and that U.S. Treasury Secretary Scott Bessent had tasked a team with assessing the cost of harm that Iran has caused Gulf allies to date.


Conflict developments in the Gulf have included missile and drone strikes that Tehran says targeted U.S. and Israeli interests in the region. On Saturday Iran reported it had launched ballistic missiles at U.S. bases in Kuwait and Bahrain. The U.S. military conveyed that six missiles were intercepted and a seventh failed to reach its target. Kuwait reported material damage but no casualties, while Bahrain urged residents to seek shelter.

Those hostilities coincide with a recent industry estimate assessing the toll on regional energy infrastructure. A report by research firm Rystad Energy, published in April, said the Middle East conflict could leave the region facing as much as $58 billion in repair costs for energy-linked infrastructure alone.


Gharibabadi criticized those regional governments that, in his words, had placed their territory and facilities "at the service of aggression against Iran," arguing they therefore were not in a position to demand reparations. He added that those governments instead must compensate Iran fully for harm inflicted on it.

The dispute over frozen funds overlaps with wider, stated Iranian negotiating positions aimed at ending the war. Tehran has been seeking the release of billions of dollars in frozen assets, the easing of U.S. and international sanctions and formal recognition of its influence over the Strait of Hormuz as part of its demands.

Gharibabadi framed unilateral reallocation of assets as inconsistent with Washington’s stated interest in negotiation and dialogue with Tehran, saying that taking such steps would amount to an internationally wrongful act by the United States. He emphasized that any action on frozen assets without Iran’s consent would create U.S. responsibility for that wrongful act.

The development adds another layer to already complex discussions about accountability, reconstruction and financial remedies in a conflict that has featured strikes across Gulf states and drawn attention to the vulnerability of energy-related infrastructure in the region.

Risks

  • Seizure or allocation of Iranian assets without Tehran’s agreement could be considered an internationally wrongful act, raising legal and diplomatic risk between the U.S. and Iran - impacting sovereign finance and diplomatic relations.
  • Continued military strikes and retaliatory actions have produced material damage in Gulf states and create uncertainty for energy infrastructure, with potential implications for energy markets and regional investment.
  • Unclear outcomes from U.S.-Iran negotiations over frozen assets and Tehran’s demands for release of billions, sanction relief and recognition of influence over the Strait of Hormuz introduce policy and market uncertainty for financial institutions and energy firms.

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