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Following yesterday's "good news from the delivery room," another optimistic signal emerged, with Iran and Oman conducting fruitful negotiations In my opinion, Oman's previously proposed plan for joint management of the Strait of Hormuz should be recommended. The key is whether Iran will continue to charge ships passing through the strait; as long as there is no charge, the chances of this plan passing are very high Going forward, Iran can assert sovereignty over part of the Strait of Hormuz without restricting ship access. Ships from countries with conflicts with Iran can choose to detour through the Strait of Oman, as long as there is no charge, which the U.S. can accept This news signals further confirmation following Qatar's resumption of air traffic on the 26th yesterday. Once both sides begin active communication, it means the US-Iran situation will return to the technical negotiation stage, with the negotiation window gradually opening The further decline in national crude oil prices has helped ease the weekend's geopolitical concerns. Next, attention should be paid to the stance of the U.S. and Trump, as well as clearer and more optimistic signals from the Gulf countries Once the U.S. and Iran resolve the strait issue, aside from falling energy prices, the situation before the U.S. midterm elections should ease relatively well. Both sides will focus on technical negotiations, and before the November midterm election results, the U.S. and Iran will enter an optimistic window Right now, my main concern is whether Iran can really give up its toll rights over the strait, because toll rights = absolute management rights = a secure moat. #美军暂停对伊空袭, negotiations on the opening of the strait made progress