Strait of Hormuz "Demolition Operation" has started, who is the real winner?

If Iran truly completes the cleanup within 30 days, who is the happiest person?
Many think it's the United States.
Actually, not necessarily.
The real happy ones might be global shipping companies.
In the past few years, increased risks in the Strait of Hormuz have led to higher insurance costs and transportation expenses.
If shipping stabilizes again, many companies will benefit.
From this perspective, the US-Iran agreement not only impacts the oil market.
It also affects global trade costs.
For energy-importing countries, this is also good news.
Smoother transportation, more stable supplies, and reduced price fluctuations.
Of course, only if the agreement is truly implemented.
Otherwise, the market might go through a cycle of "hope—disappointment—hope again."
That's also why investors, while optimistic about easing tensions, are hesitant to fully bet on it.
Because everyone knows.
There is no absolute certainty in the Middle East.
Only phased certainty.
And the financial markets love environments that have both a story and suspense. #WTI原油失守90美元