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UK-based Windward ship-tracking data on the 3rd show six Saudi tankers are sailing around the Cape of Good Hope, avoiding the Bab el-Mandeb and Red Sea to mitigate security risks from Yemen’s Houthi militants to Saudi-linked vessels. Windward said the Cape route adds roughly 6–7 days for some US-bound tankers versus direct transit through the Suez Canal and Bab el-Mandeb. All six vessels chose to reroute on ballast legs, which Windward says may reflect a Saudi operational policy to keep its ships out of the area rather than a temporary, cargo-specific measure.

關於美伊達成協議的可能性，中東研究所的艾倫·艾爾表示：“我不覺得一定會談成。但如果真能成，可能阿曼和海合會那些國家會同意伊朗對過霍爾木茲海峽收一筆象徵性的費用，至少短期內先這樣。而美國這邊，特朗普政府只想止損脫身，所以可能會同意。”艾爾說，特朗普到時候會說伊朗承諾不發展核武器了，然後從戰爭裏撤出，去忙別的事。最好的、也是最現實的情況，就是作爲伊朗跟阿曼和海合會國家之間協議的一部分，伊朗至少在短期內拿到海峽的行政控制權。