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Donald Trump said on Truth Social on Nov 13 (local time) that the US will keep the Strait of Hormuz open, charge a 20% fee on cargo passing through, and reinstate a blockade targeting only Iranian vessels and Iranian customers. Roughly a fifth of global oil flows through Hormuz, so a transit levy would raise shipping and crude delivery costs, pressuring Brent and WTI higher and feeding into inflation expectations and UST yields. This is a social-media proposal with no legal mechanism or timeline confirmed, so watch for formal US policy action and Iran's response before pricing a sustained oil-supply risk premium.
As a Macro signal, watch whether it changes price action, volatility, or flows around CL=F, BZ=F, NG=F.
Original Source: 블록미디어
This page is market information analysis, not investment advice.
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