qinbafrank
qinbafrank|Jun 29, 2026 00:09
The market should start accepting the increasing possibility of tolls for passage through the Strait of Hormuz. The small conflict between the United States and Iran in the Strait of Hormuz over the weekend was reported early in the morning, and it was announced that the United States and Iran had agreed to stop mutual attacks and planned to hold a meeting in Doha, the capital of Qatar, on Tuesday. Watching the opening of various markets in the morning, I panicked for 20 minutes, and all the fluctuations were concentrated in the first 20 minutes after the opening. Within just 20 minutes of the opening, both bulls and bears quickly priced the "weekend conflict" and "reports on the Doha meeting" cards. The market for the remaining time is likely to evolve along the axis of "emotional repair led, waiting for the Doha meeting on Tuesday". However, as we discussed before, 'there should still be fluctuations and disturbances in the future, but the situation in Iran and the Middle East will become less and less of a major factor affecting the market.'. The core of this conflict over the weekend is the struggle for control of the Strait of Hormuz. From a personal perspective, the oil tanker that was hit by Iran off the coast of Oman may not have been driven by the captain's own courage, but may have received some kind of suggestion to gradually break through Iran's control of the Strait of Hormuz in this way. The Iranian side naturally cannot tolerate this situation and will retaliate as soon as possible. Last Friday, Oman informed European officials that the Strait of Hormuz cannot return to its pre war state and transit vessels may need to pay certain fees. From a personal perspective, this news should be underestimated. Previously, the issue of charges in the Strait of Hormuz was mainly raised by Iran. On Friday, Oman should have made a clear statement on charges in the strait for the first time in my memory. As an Arab country, Oman's statement may not be a casual remark, but it should have also been communicated with Iran, the United States, and other countries in the Persian Gulf. So now looking at 60 days later, the possibility of tolls for passage through the Strait of Hormuz is increasing, and of course, it will not be as high as the earliest Iranian plan. Hierarchical charging is certain, and Türkiye's charging standards and models for ships passing through Bosporus Strait and Dardanelles Strait may be a reference object. This article is sponsored by @ bitget_zh, titled 'Bitget Buying US Stocks: Instant Entry, Smooth Trading'
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