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Regarding the US-Iran situation, at this current stage, it is best to ignore all messages from both sides that are unrelated to the negotiation timeline. With political premises in place, the closer it gets to the Strait agreement, the more Iran will be verbally tough, as it will inevitably not allow ships to pass under the new shipping rules. For the US, it also needs to maintain its military dominance as much as possible, so apart from news about the follow-up negotiations of the key agreement, most other information from both sides can basically be ignored as noise. The possibility of a Strait plan between Iran and Oman is very high; otherwise, Iran would have already refuted the agreement. The US is the same—it cannot be unaware. If the plan were truly unfavorable to the current situation, Trump would have acted rather than just talk. Therefore, the focus going forward is on key news about the Strait between Iran and Oman, as this is currently the critical point. The market often provides the most truthful pricing. International crude oil and US oil have basically maintained a steady decline amid the information noise, indicating that the market still holds an optimistic expectation! #临时通航协议待落地，油价风险尚未反转