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  • 18 hours ago
The ceasefire between the US and Iran, established on April 7-8, has been prolonged until the conclusion of nuclear and political discussions, but its main objective—reinstating commercial shipping through the Strait of Hormuz—has yet to be realized. Shipping firms have mostly declined to return to the strait due to ongoing safety issues and the persistent dual blockade: Iran limiting access for non-registered vessels while the US continues its counter-blockade of Iranian ports. This disruption has sustained upward pressure on global oil and LNG prices for the past three months. France and the UK have suggested creating a multilateral protective escort operation once a durable ceasefire is verified, but such verification has not yet been received.

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00:00The U.S.-Iran ceasefire is still technically in place,
00:03extended until nuclear talks are resolved.
00:06But its central promise, restoring commercial shipping through the Strait of Hormuz,
00:10has not been delivered.
00:12Three months after the April 8th deal,
00:14shipping companies are still refusing to enter the strait.
00:17The reason is straightforward.
00:20The dual blockade hasn't lifted.
00:22Iran continues restricting passage for vessels it hasn't approved.
00:26The U.S. maintains its counter-blockade of Iranian ports.
00:30Safety cannot be guaranteed for commercial crews in between.
00:33The result is that the 25% of the world's oil trade
00:37and 20% of global LNG that normally moves through the strait
00:41is still finding alternative routes, at higher cost.
00:45France and the U.K. have proposed a protective escort mission,
00:49but only once a sustainable ceasefire is confirmed.
00:52That confirmation hasn't arrived.
00:54The energy cost is being paid by consumers around the world,
00:58including Americans at the pump.
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