The US, Iran, and Russia are taking frequent actions, actively promoting positive developments in the situation!
1. Iran has disclosed for the first time the specific structure of the temporary route. The new temporary channel is 7 miles wide, with the section entering the Persian Gulf passing through Iranian waters, and the exit part of the route also passing through Iranian waters. The new route is basically under Iran's main control.
2. The US has begun to restore the dispatch of diplomatic personnel to the Middle East. Diplomats from Middle Eastern countries and their families can return to the region, which can be seen as a military de-escalation.
3. Russian sources say that the US and Iran have reached a consensus on a ceasefire agreement. This news alone is not highly credible, but combined with another report that the CIA director secretly visited Russia yesterday, during which Ukraine temporarily stopped attacks on Russia.
Combining these two pieces of news greatly increases the credibility of the Russian information. Next, it depends on the specific dynamics between the US and Iran.
Stage summary:
The energy market has already accelerated pricing based on the current positive developments. International crude oil and US oil have further fallen to critical points. Going forward, it remains to be seen whether the US and Iran will issue official announcements to confirm Russia's statements.
It is worth mentioning that, according to data websites, although the situation has improved, the navigation data for the Strait of Hormuz yesterday is still not ideal. The temporary strait between Iran and Oman is basically under Iran's main control, which may increase the difficulty of US recognition and may also cause continued disputes over the strait between the two sides. #美扩大对伊制裁,海峡复航谈判推进
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