金色财经|Jun 25, 2026 11:32
[Analyst: Whether the Strait Charges Fees Is No Longer Important, Strict Control Over Passage Is Key]
Golden Finance reported on June 25 that Oman reiterated that future arrangements for the Strait of Hormuz do not involve passage fees. Justin Low, an analyst from the U.S. financial website InvestingLive, stated that the market is currently in a calm state and needs some time to assess the so-called reopening of the Strait of Hormuz. As of now, the waterway remains under strict control by Iran. However, according to ship tracking data, conditions have at least improved compared to previous weeks.
Estimates from institutions such as Kpler, ASXMarine, and Windward AI indicate that approximately 30 to 40 vessels passed through the strait daily on Monday and Tuesday. As of now, at least seven Qatari LNG carriers are transiting the strait, along with several large oil tankers and commercial vessels. However, the Strait of Hormuz tracking system showed that no crude oil tankers (via AIS system) exited the strait on Tuesday. Most of the tankers crossing the strait this week belong to Iran, as sanctions have been lifted.
Therefore, whether the strait charges fees is actually not important. The key issue is that passage remains strictly controlled, which is the only thing that matters. Currently, there is still essentially no free navigation, far from the level claimed by Trump. However, he cannot be blamed for putting on a show. All of this is merely to maintain an illusion and continue to buy time.
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