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Analysis of the US-Iran situation on August 25: Short-term positive developments in the US-Iran situation, energy market will be tested by price votes. Whether the positive trend will last depends on future observation points! From yesterday until now, there are several key pieces of news to note: 1. Iran's Foreign Ministry denied receiving an official invitation to the Mecca Mutual Defense Agreement, clarifying that it was only an informal contact and treating Iran's accession as a downgrade. 2. Another unknown attack on an oil tanker in the Red Sea caused a deck fire. The facts prove that the feasibility of using the Strait of Hormuz as an alternative route is not high. The Houthis later admitted to the attack. 3. Pakistan's military leader No. 1 Munir discussed a new plan in Tehran. The main theme of the plan is to reopen the Strait of Hormuz and resume US-Iran negotiations. Key figures in regional regulators have begun to clarify their mediation stance, which is a positive signal for the US-Iran situation. Iran subsequently responded without explicitly rejecting the new proposal, pledging to continue implementing the June U.S.-Iran Memorandum of Understanding on the condition that the U.S. honors its commitments. 4. Oman's Foreign Minister visited Tehran, and the Omani Foreign Minister followed Munir for his visit. Combined with Munir's new proposal, this is seen as a further positive signal. 5. After U.S. Secretary of Defense Hagueseth made remarks about economic sanctions against Besent, he indicated that continued military strikes could not be ruled out. In my view, Bescent's comments were soft, so the Department of Defense responded by giving the U.S. a tough diplomatic stance. 6. After Munir concluded his visit to Tehran, Pakistan's Interior Minister stated that the visit had made "significant progress," but according to current open-source information