Originally, I had slowly gotten used to Iran's toll requirements for the Strait of Hormuz and felt that the U.S.'s organization of Iran's toll was a kind of "justice." As a result, when Trump announced that the U.S. would charge a 20% fee for ships helping to pass through the Strait of Hormuz in order to stop Iran's toll, my mind went blank for a moment. It's like preparing to drive away an evil root that is harassing a little girl, and then not only does he himself take advantage of the girl but also robs her in the name of protection.

I can only describe this behavior as shameless; having followed the U.S. and Iran’s war for such a long time, although the U.S. always strikes first, it often finds seemingly reasonable justifications. But this time, it is completely brazen. I think even Iran may never have considered charging a 20% fee; Iran must be bewildered.

This move by the U.S. to confront Iran has a more severe impact on oil prices. If it were just a war, the market might expect oil prices to return to normal levels after the fighting, but now, regardless of whether there is fighting, the U.S. will charge a 20% toll, and it seems prepared to pocket Hormuz's revenues. This means they aim to charge fees for a lifetime. So I slightly adjusted the price for shorting WTI and will observe the situation for a bit before making further decisions.

Additionally, today’s decline may be a hedge against Wednesday's CPI data. From market predictions, the U.S. CPI for June should be lower than that of May. However, because of the U.S. situation, even if inflation goes down now, it is possible that August's inflation will rise again, which could make this month’s inflation drop completely meaningless.

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