I don't know if the story is true
From what I understand, the Iran documents are from 1995-2003 and the argument is that Iran had a nuclear weapons program and it lied about it. They also saved the research they did during that time. I don't think that's a big revelation but I'm not sure I care as a trader.
I think the point is that this is a pretext for the US to leave the Iran nuclear deal, and it might be a pretext to do even more. Now, it could be that Israel and the US are working together in a bit of propaganda offensive, but this could also be a last-ditch effort by Israel to turn European opinion against the Iran nuclear deal because it certainly sounds like France and Germany don't want it torn up.
In a sense, markets are a quest for truth but a better description might be that they're a quest for what's going to happen next.
The lesson here is that sanction (or more) are more likely than they were a few hours ago. That's going to curb Iran oil investment, exports and production -- at the very least.
Whatever the question, the future or the truth... oil climbing above $70 will answer it. Either that or Trump's twitter.
