Regarding the US-Iran situation, at this stage, all information from both sides outside the negotiation period should be ignored
With political premise, the closer Iran gets to the Straits Agreement, the harder Iran will become, and for the sake of new shipping rules, it will inevitably refuse to allow ships to pass
For the U.S., it also needs to maintain its military hegemony as much as possible. Therefore, apart from news about subsequent negotiations on key agreements, the two sides can basically ignore some of the noise
The possibility of a strait proposal between Iran and Oman is very high; otherwise, Iran would have long opposed the agreement, and the U.S. is no exception. Without knowing this, if the plan truly harmed the current situation, Trump would have already acted rather than just talking
Therefore, next, the focus will be on key news about the strait between Iran and Oman, which is the key issue right now
The market often gives the most realistic pricing. International crude oil and US crude oil have generally steadily declined amid information noise, indicating that the market remains optimistic! #临时通航协议待落地, oil price risks have not yet reversed
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