JP Morgan said that even if a peace agreement holds, the Iran conflict will continue to affect market conditions across EMEA (Europe, Middle East and Africa).

A container ship was attacked in the Strait of Hormuz on Friday, prompting some shipowners to re-evaluate withdrawal plans, though two-way traffic continued. Vessel-tracking shows two fully laden tankers exiting the Persian Gulf while four VLCCs in ballast are steaming along the Gulf of Oman coast — the southern route managed by Oman and coordinated with the US. Other vessels are using the northern, Iran-side route. Control of the strait remains a US‑Iran flashpoint. The US this week said Iran must keep the strait open to secure a lasting peace; Secretary of State Rubio warned that if Iran imposes transit fees others may follow, risking wider disruption. Washington is pressing Oman not to establish a joint fee system with Iran. Oman’s position is unclear: a joint Iran‑Oman statement on Tuesday said they would discuss transit management and costs, but Rubio said on Thursday Oman assured him it does not support charging for passage.

国际原子能机构总干事格罗西：我们希望尽快前往伊朗。