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Let's set aside whether the memo is real or fake for now.
With a 60-day window period + the lifting of the maritime blockade, if this script really plays out,
the freight rates for oil tankers will have to plunge first.
Previously, the preliminary document disclosed by Iran stated that if a final agreement is reached within 60 days, it could be confirmed in the form of a United Nations Security Council resolution.
The text states that the U.S. side promises to lift the maritime blockade and withdraw some deployments, and Iran will gradually restore commercial vessel passage through the Strait of Hormuz within one month, excluding military vessels, with routes coordinated by Iran and Oman.