Iran Says It’s No Longer Bound by the Nuclear Treaty. What That Does to Oil, Gold, and Bitcoin

Iranian MP Mohseni-Sani declared the NPT no longer binding on Tehran, driving Brent crude from $96 to $110 a barrel in eight days.

Gold fell to $4,319 an ounce during an active conflict, signaling dollar strength and real yields are overpowering the traditional safe-haven bid.

Bitcoin closed at $77,231 with the VIX at 18, as markets treat a single lawmaker's remark as noise until a formal NPT withdrawal is filed.

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Mohammadreza Mohseni-Sani, a member of the Iranian parliament's National Security and Foreign Policy Committee, said on September 12, 2026, that Tehran no longer regards the Nuclear Non-Proliferation Treaty as binding. US strikes on Iran resumed on September 2.

Bitcoin (CRYPTO:BTC) closed at $77,231 on September 12, 2026, down from a $79,852 intraday high the day before. Oil is reacting to the conflict, and gold is falling when a war should lift it. So does an Iranian lawmaker's line reach Bitcoin in any measurable way?

Mohseni-Sani told the Tehran outlet Didban Iran that Tehran no longer treats the Nuclear Non-Proliferation Treaty as binding, "whether by remaining in it or leaving it." His committee handles nuclear policy, and he said in March 2026 that a withdrawal bill could pass with strong support. The treaty, signed in 1968, commits non-nuclear-weapon states to refrain from building the bomb in exchange for civilian nuclear technology, and Iran has been a signatory since 1970.

No formal notice of withdrawal has been filed with the treaty's depositaries in Washington, London or Moscow, and the Iranian Foreign Ministry has not published a matching statement. That distinction counts, because oil markets have reacted to Iranian rhetoric before and a committee member's position is not a cabinet decision.

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The remark still carries weight because Tehran's rhetoric hardens when the strikes are active, and it came ten days into the current round. But Brent had already added $13 a barrel by then, so his line arrived into a market repricing the conflict rather than starting one.