據Kpler分析師Amena Bakr：關於霍爾木茲海峽，約118艘滿載石油的油輪（共裝載約7500萬桶原油）目前滯留在海灣內，一旦海峽重新開放，它們將立即啓程。

Economists say even if an Iran agreement is implemented, normalising shipping through the Strait of Hormuz and gas prices returning to pre‑conflict levels could take time. US inflation accelerated in May to the fastest pace in more than three years, but the rise likely has peaked. Andrew Hollenhorst, Citigroup’s chief US economist, cautioned that short‑term energy and oil market forecasts are difficult but that the broader trajectory appears downward. News of a provisional Iran‑US agreement pushed oil prices lower and lifted equities; Stephen Stanley, chief US economist at Santander US Capital Markets, said markets are treating the deal as done and largely reverting toward pre‑conflict conditions.

Tesla (TSLA.O) shares fell 1.5% in pre-market trading, reversing a three-session rally.