Analyst: It is not important whether Taiwan charges are charged or not. The key is that traffic is still strictly controlled

On June 25, Oman reiterated that future arrangements in the Strait of Hormuz would not involve tolls. Justin Low, an analyst at U.S. financial website investinglive, said that the market is currently calm and it will take some time to evaluate the so-called reopening of the Strait of Hormuz. As it stands, the waterway remains under strict Iranian control. But based on ship tracking data, there is at least an improvement from previous weeks. Agencies such as Kpler, ASXMarine and Windward AI estimate that about 30 to 40 ships pass through the strait every day on Monday and Tuesday. So far, at least seven Qatar LNG carriers are passing through the Strait, including several large oil tankers and commercial ships. However, the Strait of Hormuz tracking system showed no crude oil tankers (via the AIS system) left the strait on Tuesday. Most of the oil tankers crossing the Strait this week belonged to Iran because sanctions have been lifted. Therefore, it is not actually important whether the Strait charges charges. The key is that access is still strictly controlled, and that is the only important thing. There is still basically no free navigation to speak of, far from what Trump claims. However, this cannot be blamed for his superficial efforts. All this is just to maintain the illusion and continue to stall for time.