Iran is shouting that the Strait of Hormuz cannot return to pre-war conditions, claiming they want to control the shipping lanes, and at the same time reviewing responses from the United States. They also say they want to end the conflict within 30 days, indicating that neither side has completely torn apart their relationship, and the intensity of the conflict is unlikely to escalate.

The US side has directly revealed its cards: announcing escort for commercial ships passing through the strait, and anyone who dares to block will be dealt with directly and firmly. Iran’s claims of blocking ships and collecting tolls are basically empty talk in the face of US military escort, and the possibility of large-scale blockade of the shipping lanes is gone.
The panic about supply disruptions that the market previously added is now in the phase of tide receding. Moreover, this rally has already accumulated a lot of long-term profits, and once everyone starts rushing to exit, the decline will only accelerate.