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The Context
The accord marks the first formal U.S.-Iran détente in four decades, with Tehran regaining access to global energy markets and Washington securing freedom of navigation through the Strait of Hormuz—the artery for 30 percent of seaborne crude.
The Takeaway
CFOs at energy importers and logistics firms should reposition supply chains now: Iranian crude rejoins spot markets within weeks, and freight costs through Hormuz will compress sharply as military risk premiums evaporate.
Source: The Guardian