Reuters reported that the United States and Iran have indeed resumed their first contact in months, but it was not a direct meeting between Foreign Minister Alaghi and Witkov, but rather a shuttle message from Qatar. Iranian officials clarified to Reuters that Alaghi did not have a face-to-face meeting with Witkov; Alaghi met with Qatari Prime Minister Mohammed, who conveyed messages between Iran and US envoys Witkov and Kushner. Previously, some official Iranian media outlets had inaccurate statements about the 'direct meeting'. The core condition proposed by Iran through Qatar is still to end the war on all fronts and stop the "aggressive actions" of the United States. Trump said that this contact was "very effective" and there was significant momentum to reach an agreement, but neither side announced a change in position or accepted each other's conditions. This is the first such contact between the two sides since the rupture of the temporary agreement in July, and it is a diplomatic action that has been implemented; But it's not yet a direct negotiation, let alone a ceasefire or the agreement to resume flights in Hormuz. The UAE's crude oil exports have returned to pre war levels, but the statistical cut-off date, number of barrels, AIS/dark air caliber have not been disclosed, and can only be regarded as a trend conclusion for the time being; Saudi Arabia has sold approximately 60 million barrels, scheduled for delivery off the coast of Oman outside of Hormuz this month and next month. This is a sales/shipping arrangement, not that 60 million barrels have already crossed the strait and completed delivery, or it may completely overlap with the previous Suhar transfer plan; Reuters estimates that about one-third of Gulf crude oil supply has yet to enter the global market, but has not disclosed specific windows and bottom line calculations. This revision will not overturn the previous strategic easing framework, but will lower the intensity of short-term diplomatic breakthroughs - now it is' Qatar shuttle diplomacy has been initiated ', not' direct negotiations between the US and Iran have been initiated '. The market has pushed Brent back below $100, trading on negotiation momentum and Saudi alternative exports, rather than the normal opening of the strait. If there are no direct talks, lifting of port blockades, or execution of navigation texts in the short term, the risk premium of oil prices may still fluctuate; The relief of inflation and interest rate expectations from diesel, freight, and war risk will also lag behind. @BITstocks_CN buys US stocks on BIT, with over 10000 US stocks and ETFs, holding real positions and enjoying dividends.