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taishiro
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Progress toward an agreement could unwind part of the geopolitical risk premium in oil, while a breakdown in negotiations could quickly revive supply fears and push energy prices higher.
My take: The market is trading the possibility of peace, not yet the reality of secure shipping. Until commercial traffic through Hormuz normalizes, any oil price relief remains vulnerable to the next geopolitical headline.
#USIranHormuzTalks
taishiro
胡塞武装对沙特阿拉伯的持续攻击只会增加不确定性。
更大的问题是，重新开放霍尔木兹海峡不仅仅需要政治声明。伊朗和美国必须解决彼此的竞争诉求，同时航运公司需要有信心，确保船只能够安全通过，不会遭受攻击、限制或高昂的保险费用。
对于交易者来说，这造成了两股相互竞争的力量。
#USIranHormuzTalks
