【中東情勢】
こちらはあくまで「イラン当局側の」主張なので真偽の程は…??という部分はありますが、本当なら米側の明らかな敗北。
金曜日に合意(ということになっている)なので、今週は合意内容について双方から色々飛び出してきそうな雰囲気です。
ヘッドラインと、それに踊らされるマーケットの急騰急落には気をつけたいですね。
今週もよろしくお願いします。
BREAKING: Iran says the US has agreed to permanently hand over the Strait of Hormuz to Iran under their full sovereign authority, with Iran collecting tolls called "service fees" from all commercial ships after a 60-day waiver period. The opening is planned for Friday, after the signing, per Fars.
With pre-war Hormuz traffic at 30,000 vessels and 7.6 billion barrels of oil per year, this could generate $10 billion in annual revenue for Iran, and comes on top of the $300 billion in reconstruction funds directly sent to Iran.
This also directly contradicts Trump's claim of a "toll free opening of the Strait of Hormuz" under no fees.