The Trump administration extended its ceasefire with Iran while simultaneously organizing a 30-country military coalition to secure the Strait of Hormuz, one of the world's most critical oil shipping lanes. The U.S. Treasury Secretary confirmed that an existing blockade is already cutting into Iran's revenue. The dual-track approach — diplomacy plus military positioning — signals Washington is keeping maximum pressure on Tehran while avoiding open conflict.
The Strait of Hormuz is the single most important chokepoint for global oil flows — roughly 20% of the world's crude passes through it daily. A 30-nation military operation signals that major powers are taking the risk of disruption seriously enough to act, which alone tends to put a floor under oil prices. Energy stocks and defense contractors typically benefit in this environment, while sectors sensitive to fuel costs — airlines, trucking, consumer goods — face margin pressure.
Ongoing: U.S.-Iran ceasefire terms and any extension or breakdown announcements. Weekly: U.S. EIA crude oil inventory reports (Wednesdays) for supply signals. Watch for official statements from the 30-nation coalition on operational details or activation of the Hormuz security force.
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