FINWIRES · TerminalLIVE
FINWIRES

Trump Authorizes Hormuz Strait Reopening, Immediate End to US Naval Blockade on Iran Ports

By

US President Donald Trump said he was authorizing the toll-free opening of the Strait of Hormuz in a social media post on Sunday, when in fact it was Iran who closed the strait and introduced payments for safe passage of vessels.

Trump also called for the "immediate removal" of the US Naval blockade, while an Iranian official said that it had agreed with the US that the latter would have up to 30 days to end the blockade.

"The Deal with the Islamic Republic of Iran is now complete. Congratulations to all! I hereby fully authorize the toll free opening of the Strait of Hormuz, and, simultaneously herewith, authorize the immediate removal of the United States Naval blockade. Ships of the World, start your engines. Let the oil flow!," he said.

The final draft of the memorandum of understanding between the US and Iran contains provisions regarding the reopening of the Strait of Hormuz, others on Iran's nuclear work along with waivers on US oil sanctions, a senior Iranian official told Reuters, according to an article published on Sunday.

On the Strait of Hormuz, the official said the draft calls on Iran to immediately reopen the strait to all commercial shipping and for the US to end its naval blockade on Iranian ports.

The article says that the US would begin lifting its blockade and complete this within 30 days. It did not elaborate on what this means and why something that would appear to be achievable instantaneously, would need time.

It said that the US has agreed not to impose new sanctions on Iran until a final deal is reached, something the draft provides 60 a day period to achieve, following the signing of the draft scheduled for this Friday in Switzerland, according to other media reports.

Once a full and final agreement is in place, all US and United Nations sanctions on Iran would begin to be lifted, according to a pre-established timetable.

It also said that the U.S. will waive oil sanctions on Iran for a specified time, enabling Tehran to sell and ship its crude in the interim. The article did not say how the time-limited lifting of sanctions on oil can be reconciled with the earlier idea of a timetable for the permanent lifting of sanctions.

Another provision is that the US would unfreeze $25 billion of frozen Iranian assets, returning some via direct cash transfers and cooperation with countries in the Middle East or through financial credit lines.

The US would draw up a reconstruction and development plan for Iran which would be negotiated and agreed with Tehran within 60 days. It was not clear whether this was specifically related to repairs from damage by US strikes, which Iran previously said it would demand reparations for.

Regarding Iran's nuclear ambitions, the draft says that Tehran agrees to neither produce or acquire nuclear weapons.

Iran would "maintain the current status of its nuclear programme," the Reuters article said, refraining from any more uranium enrichment or the expansion of nuclear facilities for such work.

The article said that the US would "allow Iran to dilute its stockpile of highly enriched uranium" on Iranian soil, once a future comprehensive agreement has been established.

Finally, the senior official said that Iran's nuclear programme, enrichment work and procedures for handling its stockpile of highly enriched uranium would need to be negotiated within 60 days of the signing of the memorandum with decisions to be included in the final peace agreement.

Related Articles

Oil & Energy

Crude Posts Weekly Loss on Middle East Ceasefire Progress, US-Iran Peace Signals

Global oil benchmarks fell on Friday as volatile swings tied to Middle East ceasefire talks and an imminent peace deal continued to erase geopolitical risk premiums.West Texas Intermediate settled at $84.29 per barrel, down from $90.25/bbl the previous week, while Brent closed at $86.85/bbl, down from $93.03/bbl a week earlier.Brent crude futures fell 6.70% for the week, while West Texas Intermediate futures declined 6.25% over the week.On Monday, early 5% gains were completely pared back following an announcement from Iran's military that its first wave of strikes against Israel had concluded, which coincided with claims from US President Donald Trump that both sides were actively pursuing an immediate ceasefire.Despite subsequent stark warnings from Tehran of harsher retaliation if Israel struck Lebanon, Trump insisted that peace negotiations were moving quickly, even though a US naval blockade remained in place.By Tuesday, global oil prices bottomed out at a more than one-week low as geopolitical tensions eased, further supported by reports that Israeli Prime Minister Benjamin Netanyahu confirmed the country would hold its fire against Iran for the time being.Demand indicators painted a mixed picture. Data from India's oil ministry showed fuel consumption fell to 19.93 million metric tons in May from 21.31 million metric tons during the same period last year, although it marked an increase from April.Concurrently, Kpler strategists highlighted that US crude exports hit a record 5.6 million barrels per day in May, driven by Strategic Petroleum Reserve releases and heavy Gulf of Mexico output, though a June slowdown is anticipated.The downward trajectory temporarily reversed on Wednesday, with crude futures climbing over 1% as a renewed rhetorical escalation between the US and Iran cast doubt on any imminent peace.On the supply front, the American Petroleum Institute reported a sharp 9.12-million-barrel draw in US inventories.Meanwhile, the Energy Information Administration released its June Short-Term Energy Outlook, trimming its 2026 global demand forecast by 1.1 million b/d due to high retail fuel prices.The agency modeled that restricted shipping through the Strait of Hormuz would incrementally resume in Q3 2026, though full normalization could stretch into early 2027.Prices climbed further on Thursday, propelled by President Trump's sudden threats of imminent military strikes against Iran and a reported seizure of the Kharg Island infrastructure, offsetting a bearish demand forecast from OPEC, which lowered its 2026 growth outlook to 1 million b/d.The upward momentum was also reinforced by official EIA data confirming a 7.2-million-barrel drop in US crude oil inventories to 426.5 million barrels.However, on Friday oil benchmarks slumped below $90/bbl after Trump posted on Truth Social that he had canceled the scheduled Thursday night strikes.Later, during an Oval Office interaction Trump said that Washington had reached a "great settlement" to end the war with Iran.On Friday, conflicting claims emerged over media reports of the draft memorandum of understanding between the US and Iran.Trump said in a Truth Social post that Iran had inaccurately portrayed the terms discussed between the two sides, adding that the terms "have nothing to do with the terms that were agreed to, in writing."Shortly after, Iranian Foreign Minister Seyed Abbas Araghchi responded to growing media speculation and separately signaled progress in negotiations on the proposed Islamabad Memorandum of Understanding in a post on X, which Trump later reposted on Truth Social."The Islamabad Memorandum of Understanding has never been closer," Araghchi said, adding that media should refrain from speculation until finalization.Pakistan, acting as a key mediator, said an "incessant misinformation campaign" was underway to sabotage the deal, with Prime Minister Shehbaz Sharif stating that a final agreed text had been reached and Islamabad was working with both sides on next steps."Peace has never been this close as it is now," he posted on X.The Islamabad MoU is reportedly expected to be signed on Sunday in Geneva.Market analysts at ING expressed skepticism about the deal's stability, warning that seasonally stronger demand could still push prices to $120/bbl-$130/bbl by late July if the Strait of Hormuz does not officially reopen.Meanwhile, the US oil rig count rose by two from 431 the previous week to 433, in the week ending June 12, according to data from Baker Hughes (BKR) released Friday.The US had 439 oil rigs in operation a year earlier. The consolidated North American oil and gas rig count, a key early indicator of future production levels, rose by 10 to 742 from 732 the previous week.Money managers in the WTI crude futures and options markets maintained their net long positions in the week ended June 9, according to the Commodity Futures Trading Commission's latest Commitments of Traders report released on Friday.The data showed that money managers reported 215,237 long positions, down 6,434 from June 2, while short positions were also down 5,382 to 92,030.

$BKR
Oil & Energy

US Oil Update: Futures Drop as Markets Await Clarity on US-Iran Deal Prospects

Crude oil futures settled lower in after-hours trading on Friday as markets weighed conflicting messages from the US and Iran over the prospects for a peace deal that could ease the ongoing Middle East conflict and restore oil flows through the Strait of Hormuz.Front-month West Texas Intermediate crude futures plunged 3.96% to $84.24 per barrel, and Brent futures retreated by 3.99% to $86.79/bbl.Soojin Kim, research analyst at MUFG, said oil prices extended losses after President Trump said a peace deal with Iran could be signed as soon as the weekend.The US and Iran could sign a deal that includes reopening the Hormuz and taking steps to dismantle Iran's nuclear program in the "next few days," according to media reports.However, a Trump administration official reportedly said that the US is not 100% confident that the agreement they reached will be signed at all. The administration official expects an 80% chance that the US and Iran will sign an agreement in the coming days.Pakistan's Prime Minister Shehbaz Sharif said on Friday that a final, agreed text of a peace deal between the US and Iran had been reached.Pakistan's Prime Minister Sharif, in a social media post on X, confirmed that a final, agreed-upon text of the peace deal has been reached and that Pakistan is working closely with both sides to finalize the next steps.On Thursday, Trump said that the US had "just made a great settlement of the war with Iran," subject to the "finalization of documents."However, the US President, in a Truth Social post on Friday, rejected media reports on the Iranian text of the deal.Iranian Foreign Minister Seyed Abbas Araghchi, in response, said in a social media post that a memorandum of understanding between the US and Iran "has never been closer.""Pending its finalization, the media should refrain from entering speculation about its content," Araghchi said. "In line with our responsible and transparent approach, all details will be shared with the public in due course."Araghchi said that the Hormuz would no longer be administered before the war, adding that Tehran would charge service fees and maintain a deterrent posture over the strategic waterway.On the supply side, Energy Secretary Chris Wright reportedly said that about 7 million barrels per day of oil are leaving the Persian Gulf with the help of the US military. Secretary Wright said that about half of the crude that has been stuck in Hormuz since the outbreak of the Middle East conflict.OPEC lowered its forecast for global crude demand growth in 2026 to 970,000 barrels per day, according to the producer group's monthly report published on Thursday. The current forecast reduced the expected oil demand growth in 2026 from 1.17 million b/d.

Oil & Energy

Araghchi Details Next Steps Following Islamabad MOU

Iran's Foreign Minister Seyed Abbas Araghchi said Friday that the US-Iran peace agreement, known as the Islamabad Memorandum of Understanding, ends the war on all fronts, including in Lebanon, and commits the parties to avoiding renewed conflict.In a post on Telegram, Araghchi said that the framework also covers the Strait of Hormuz, sanctions relief, economic reconstruction and development, and a mechanism for the release of blocked Iranian funds.The minister said negotiators will use the next phase of talks to finalize implementation details before publishing the full agreement.A 60-day negotiation period will follow the MOU as the parties work toward a broader, more comprehensive accord, Araghchi said.Addressing concerns about implementation guarantees, Araghchi said progress toward a broader agreement depends on both sides fulfilling the commitments outlined in the memorandum, with negotiations on a final accord proceeding only if those provisions are implemented.Iran's actions during the 12-day conflict, the subsequent confrontation and resistance during the US naval blockade, and the demonstration of capabilities that would discourage future attacks and strengthen the agreement's security foundation, he added.Araghchi described the Strait of Hormuz as one of Iran's key deterrence tools and said recent developments enhanced its strategic leverage in the region.Araghchi said Iran remains committed to Lebanon and Hezbollah, adding that both supported the Iranian people during the conflict and would not be abandoned.