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  • 7 hours ago
Iran has officially reopened the Strait of Hormuz to commercial traffic. The move comes as ceasefires between Iran, the US and Israel begin to take hold. While US President Donald Trump indicates that talks could resume this weekend, analysts warn that the situation remains "extremely fragile." Oil prices are expected to retreat from US$100 highs yet the stability of the region hinges on delicate negotiations over Tehran’s nuclear program and the persistent tensions involving Hezbollah in Lebanon.

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00:01A Malta-flagged tanker anchors off Iraq, ready to take on around 2 million barrels of crude.
00:07As recently as February, this would have been a routine stop, but war in the Middle East
00:12has choked off access to the Gulf region's rich oil reserves.
00:16This ship, bound for Vietnam in oil-starved Asia, is one of a few that have made it through.
00:21And it may have an easier time getting back out than expected.
00:25After weeks of severely limiting traffic, Iran says it's reopened the Strait of Hormuz,
00:30the gateway to the Gulf, amid a pause in fighting.
00:34U.S. President Donald Trump says the American blockade of Iranian ports will stay in place
00:39for now, but that he expects an end to weeks of hostilities soon, having earlier said talks
00:44with Iran could resume this weekend.
00:46The two sides have starkly different demands, including about the Strait of Hormuz.
00:51And Iran's foreign ministry said the U.S. blockade violates the ceasefire.
00:56But Trump says he doesn't think this should cause too much trouble.
00:59We're having a big day, we'll see how it all turns out, but it should be good.
01:03We've had some very good discussions, and hopefully that subject that you like to talk
01:08about will be very good.
01:10And we've done a good job, but we'll see.
01:13The talks are going on, it'll go on over the weekend, and a lot of good things are happening.
01:18Analysts say it will take time for oil supplies to recover.
01:22The Strait is still largely deserted, but they foresee prices coming down, having fluctuated
01:27around 100 U.S. dollars a barrel or above for the past month and a half.
01:32So I think what we'll see is more of an oil price that's probably in the 70s, maybe depending
01:39on what's happening geopolitically, it could pop up into the 80s.
01:42But I'm hoping the days of $100 oil are behind us at this point in time.
01:50The ceasefire between Iran and the U.S.-Israeli alliance and the reopening of the Hormuz Strait
01:55aren't the only signs of a chance for peace to prevail.
01:58U.S. ally Israel has also agreed to stop bombing its neighbor Lebanon for 10 days, pausing a
02:04second front in the conflict.
02:07Over a million Lebanese people are displaced, but a few have begun returning home, despite
02:12the destruction awaiting them.
02:14It's a moment of hope, but it could pass quickly, as Israel's enemy in Lebanon, the Iranian proxy
02:20group Hezbollah, remains a sticking point.
02:23Analysts say any shift in the region could break the truce.
02:26The ceasefire between Israel and Lebanon and Hezbollah is extremely fragile.
02:34If the ceasefire with Iran collapses, for instance, Israel would almost feel free to
02:41resume the attacks, and probably Hezbollah too, between them.
02:49And so, despite moments of relief and celebration in places like Lebanon, the question is whether
02:54peace can hold.
02:56Attention now turns to the resumption of U.S.-Iran talks, whether a substantive deal can be agreed
03:01over Tehran's nuclear program, and which side is prepared to make the greater concessions.
03:06Scott Huang and John Van Trieste for Taiwan Plus.
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