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OIL | Iran-U.S. Truce Eases Risk Premium, but Strait Control Remains in Focus

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2026-07-28 03:24:43
Oil risk premiums fell after Iran and the United States paused attacks, but Iran may find it difficult to give up control of the strait, and logistics and downstream supply remain tight. According to Jin10, unless the peace agreement makes major progress, oil losses are likely to be quickly recovered by a new escalation.
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