Analysts also noted that the Strait of Hormuz remains the main concern for energy markets. The strategic waterway handles around one-fifth of global oil and liquefied natural gas shipments. Since the war began, Iran has severely restricted non-Iranian shipping through the Strait, creating fears of supply disruptions. Reports suggested that under a possible agreement, Iran could remove mines from the area within 30 days and allow ships from all countries to move freely again. Recent ship-tracking data already showed some LNG tankers and oil carriers successfully passing through the route toward Asia.

At the same time, military tensions continue to create uncertainty. Recent U.S. strikes reportedly targeted ships carrying mines and missile launch sites in southern Iran, signaling that the conflict is far from over. Although negotiators from both countries are discussing a temporary agreement that could pause the war for 60 days while final talks continue, investors remain worried that negotiations could collapse at any moment, similar to previous failed attempts.

Experts from major financial institutions believe that even if a peace agreement is reached, the recovery in oil supply could happen slowly. According to analysts, the reopening of shipping routes and normalization of supply conditions may take several months. As a result, the market could continue facing tight supply conditions, which may keep energy prices supported in the near term.

From an investment perspective, traders should continue monitoring headlines related to the U.S.-Iran negotiations and developments around the Strait of Hormuz. If tensions ease and shipping routes reopen successfully, oil prices could stabilize at lower levels. However, if military actions continue or negotiations fail, Brent and WTI crude prices may rise again due to growing concerns about global supply disruptions.