Trump Pulls Back from Iran Strikes, Eyes Hormuz Reopening Deal

The first move is a decisive statement: U.S. President Donald Trump has withdrawn plans for new strikes against Iran, announcing that Middle Eastern allies have drafted a deal to reopen the Strait of Hormuz.

Strategic Pivot: The Future of Hormuz

■Iran and U.S. tensions shift from escalation to concession.

■Israel joins the effort, aligning with U.S. commitments.

■The strait handles about 1.5 million tonnes of maritime traffic daily, accounting for roughly 10% of global oil flow.

Israel’s Commitment to the Accord

■Defense Minister Yoav Gallant’s remarks highlight the military and energy balance in the Middle East.

■The nation pledges to fortify security and logistics infrastructure alongside U.S..

Energy Markets: Short‑Term Turbulence

■Crude prices face a risk of falling below $78.

■A new OPEC+ and U.S. agreement is expected to stabilize flow.

■The reestablishment of short‑term supply‑demand equilibrium could directly impact India and European markets.

Expert Insight

Gökberk Uçar: Reopening the Strait of Hormuz will ease short‑term price volatility and compel air freight operators to re‑evaluate route optimization processes, potentially lowering short‑term costs by 2‑3%. However, ongoing geopolitical uncertainty necessitates a robust risk management framework.