FINWIRES · TerminalLIVE
FINWIRES

Vance Says 60-Day Iran MoU Period Begins as Iran, Oman, GCC Plan Hormuz Security Framework

By

About 12.5 million barrels of oil moved through the Strait of Hormuz on Wednesday night, the highest level since the conflict began, as Iran and the US continued implementing the early stages of their agreement, Vice President J D Vance said Thursday.

Vance made the remarks about the newly signed Memorandum of Understanding between the US and Iran during a press briefing broadcast on the White House's social media.

Looking beyond the initial 60-day agreement, Vance said Oman, Iran and the Gulf Cooperation Council will jointly design a long-term security framework for the strait.

"The Omanis, the Iranians, and the Gulf Coast Coalition together will figure out a proper security framework for the straits in the future," Vance said, adding that the goal is to ensure the waterway is "never used as a choke point for the global economy ever again."

Vance also reiterated the administration's opposition to charging ships for passage through the strategic waterway.

"We believe international waterways should be free of tolls," he said, adding that toll-free transit is guaranteed during the first 60 days and must remain part of any final agreement.

Regarding oil prices, Vance said they were declining. "Oil prices are down nearly at their level from the pre-war conflict," Vance said, adding that gasoline prices have fallen below $4 per gallon while the US Central Command has allowed over a dozen vessels to transit the blockade without attacks in the strait.

On the implementation phase of the MoU, Vance said, "I would say the 60-day period officially started today [Thursday]."

Trump, in his presidential address at the G7 Summit in France on Wednesday, had said that the 60-day window for technical discussions on the removal of all enriched material stockpiles in Iran will begin "immediately."

Vance in Thursday's briefing said Iran has upheld its initial commitments under the agreement. "The Iranians, for the second night in a row, did not shoot at any ships in the Strait of Hormuz. So far, they are honoring their end of the commitment," he said.

"Centcom has allowed north of a dozen ships to go through our naval blockade," Vance said, adding that the US has begun implementing its obligations under the accord.

Vance said the administration structured the agreement around reopening the Strait of Hormuz and restoring energy flows. "We're going to lift the blockade, we're going to allow you to sell some of your oil, and they're going to open the Strait of Hormuz," he said, adding that the process is already underway.

Iran's nuclear infrastructure remains dismantled, according to Vance. "Their nuclear program has been completely destroyed," he said, adding that Tehran currently lacks the capacity to build a nuclear weapon and must prove it will not attempt to rebuild that capability.

The vice president said technical negotiations could begin in Switzerland as soon as this weekend. The talks will focus on inspections, enriched uranium stockpiles and verification measures tied to a permanent agreement.

Vance stressed that compliance, not promises, will determine whether Iran receives economic benefits. "We're about verification," he said. "If they do the things that they have promised to do, they have promised not to enrich, they have promised that they would allow inspectors in to destroy that highly enriched stockpile..."

He added that under the agreement, this would require stringent oversight. "That would mean a real inspections regime, that would mean a real enforcement regime."

"They don't get $1 of unfrozen assets until they actually perform under the deal," Vance said, stressing that Iran will not gain access to frozen assets unless it fulfills its obligations.

Vance reiterated that Tehran would not receive meaningful benefits without demonstrating compliance.

"They don't get anything unless they change their behavior," he said.

Additionally, the vice president also said the Gulf countries were in favor of the deal.

"The Gulf Coast coalition loves this deal because they think that it makes Iran weaker," Vance said, adding that regional governments support the agreement because it weakens Tehran rather than empowering it, unlike the 2015 accord during the Obama administration.

If Iran funds terrorism, blocks inspections or attempts to restart its nuclear activities, the US retains multiple forms of leverage, according to Vance.

"If they don't change, we still got all the cards," he said.

Related Articles

Oil & Energy

Trump Signs MoU To End Iran War, White House Tells Reuters

Oil & Energy

US Oil Update: Futures Steady as Markets Await US-Iran Deal Signing

Crude oil futures were little changed in after-hours trading on Wednesday, as markets awaited the signing of a US-Iran framework agreement that could restore oil flows through the Strait of Hormuz amid mounting concerns about oversupply in 2027.Front-month West Texas Intermediate crude futures fell 0.5% to $75.65 per barrel, while Brent futures were down 0.3% to $78.70/bbl.US commercial crude oil inventories decreased by 8.3 million barrels to 418.2 mmbbls in the week ended June 12, the Energy Information Administration said in its weekly report on Wednesday. The EIA said crude inventories are now about 6% below the five-year average for this time of year.Global inventories remain relatively tight, with US crude stockpiles continuing to decline, said Soojin Kim, research analyst at MUFG, while projecting that Brent would remain in the $80-90/bbl range in the near term.On Wednesday, President Trump defended the US-Iran framework agreement, saying it could get signed as soon as Thursday. Earlier in the day, Trump had said that a memorandum of understanding with Iran was not final, and that he could resume a bombing campaign if he did not like it or if Iran did not "behave.""It's a memorandum of understanding. If it doesn't get done in 60 days, that's alright, we go back to bombing," Trump said in a media address at the G7 summit in France. The interim peace deal to end the conflict is set to extend the ceasefire for 60 days and reopen the Hormuz to all commercial vessels.The draft peace agreement reportedly envisions the rapid reopening of the Strait of Hormuz after a months-long closure that sent global energy prices soaring, and immediate sanctions waivers for Iranian oil.On the supply side, the International Energy Agency said the oil market will enter a significant supply overhang in 2027, with global supply set to surge by 8 million barrels per day and demand rising by 2 million b/d.Kpler strategists said that over 90 million barrels of stranded non-Iranian crude and about 70 million barrels of Iranian oil could return to the market as the Hormuz reopens and US restrictions are eased.The International Energy Agency slashed its outlook for oil demand in 2026, forecasting that global consumption will contract by about 1.1 million b/d, a downgrade of about 700,000 b/d from its previous assessment.Oil demand in Q2 is projected to be about 5 million b/d lower than the previous year, led by declines of 1.6 million b/d in China and 1.4 million b/d in OECD countries.The US Federal Reserve held rates steady on Wednesday. Lower interest rates could boost oil demand by reducing borrowing costs for consumers and businesses.

Oil & Energy

Trump Says Iran Deal Nears Completion, Sees Strait of Hormuz Shipping Recovery

US President Donald Trump said Wednesday that Iran is prepared to finalize a nuclear agreement and that a reopening of the Strait of Hormuz could help stabilize global energy markets.Trump made the remarks during a press conference at the G7 Summit in France.Trump signaled that the Memorandum of Understanding may be signed soon, with nuclear negotiations set to continue for another 60-day period."If it doesn't get done in 60 days, that's alright, we go back to bombing," Trump said, adding, "... if they don't honor that, we'll probably go back to bombing them until they honor it."Trump expressed hope that military action would not be necessary.On the Strait of Hormuz, Trump said shipping activity has already started recovering. "Maritime traffic through the Strait of Hormuz has already increased very substantially, and a normal flow of energy will resume in the coming days...," Trump said."On Sunday, we reached an agreement with Iran that achieves everything we set out to accomplish... ending the current conflict, reopening the Strait of Hormuz, and preventing Iran from ever obtaining a nuclear weapon," Trump said.Trump said Iran appears ready to move forward with the agreement. "We're going to most likely sign a deal, they want to sign a deal and they've been acting very appropriately," Trump said.Trump said the agreement would require Iran to permanently forgo nuclear weapons and related activities. He added that Tehran agreed it would "neither produce nor procure a nuclear weapon."He added that technical discussions on the removal of all enriched material stockpiles in Iran will begin "immediately."Trump also noted the decline in oil prices as a key benefit of easing tensions in the Middle East."Oil is dropping like it has never dropped before," Trump said, adding that prices had fallen by as much as $7 to $8 per barrel as concerns about regional disruptions eased.Answering a question about a proposed US$300 billion fund and whether the US would provide financial support to Iran, Trump said Washington would not contribute money directly and that any benefits would depend on Tehran adhering to the agreement. "Only if they're doing things right," Trump said.Trump said the US continues to hold Iranian assets that were frozen under previous restrictions. "We have taken a lot of their money, and we have their money ... It's not our money, it's their money, and we froze it at a certain point in time," Trump said, adding, "I guess we're going to have to give it back."On Israel, Trump a copy of the MoU had been sent over to Israel as well."We have a little dispute over in Lebanon," Trump said, adding, "but I feel very bad for Lebanon."