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WASHINGTON, D.C. — President Trump has announced that an Iran deal is imminent, a breakthrough that is expected to reopen the Strait of Hormuz** and significantly impact global **oil prices** following a covert military operation to maintain energy flow during the blockade.
In a recent post on Truth Social, the president confirmed that discussions and final points of the agreement have been approved in both concept and great detail by all involved parties, which reportedly includes the U.S., Israel, Iran, and other Gulf states. The president indicated that the Strait will officially open as soon as the deal is signed, potentially over the weekend in Europe. However, he emphasized that the naval blockade will remain in full force until the transaction is completely finalized.
A critical component of the administration’s strategy has been a covert operation to bypass the blockade and stabilize global energy markets. Over the past month, the U.S. has quietly moved a massive supply of oil tankers through the Strait at night. By turning off the ships’ lights and bombing Iranian radar systems, the military successfully transited roughly 200 ships, moving approximately 100 million barrels of oil. This equates to about 3 million barrels per day. Administration sources indicate that the operation is accelerating, with a dozen ships moving per night, which could yield an additional 180 million barrels this month. This influx of 6 million barrels per day is actively reducing the 20-million-barrel global shortfall, driving down energy costs and providing a silver lining for inflation.
The impending agreement requires Iran to commit to complete denuclearization. The White House states that the regime has agreed it will not purchase, develop, or possess a nuclear weapon in any shape or form. The deal also includes a strict inspection regime, under which the U.S. will receive enriched material. Pakistan’s Prime Minister has publicly confirmed that a final, agreed-upon text has been reached and that his country is working with both sides to finalize the next steps.
Despite the optimism, administration officials and market analysts maintain a “trust but verify” approach, noting that compliance and enforceability remain significant challenges. Nevertheless, the markets are reacting positively to the news of a potential resolution. Oil prices have already dropped to $84 a barrel, the lowest point since mid-April. This stabilization is further supported by China reducing its oil exports by 40% and the U.S. maintaining record domestic crude production at approximately 13.8 million barrels per day. As the diplomatic and military strategies converge, the administration remains focused on ensuring that no financial relief is given to Iran until their behavior is verifiably changed.