Global oil prices have declined following the restoration of maritime traffic through the Strait of Hormuz and the initiation of diplomatic negotiations between the United States and Iran.

隨著霍爾مز海峽恢復航運以及美國與伊朗啟動外交談判，全球油價已有所下跌。

The current stabilization of energy markets is predicated upon a rapprochement between the United States and Iran, formalized via a Memorandum of Understanding on June 17. This agreement established a 60-day window for nuclear program negotiations and subsequent peace talks in Switzerland, which facilitated a partial lifting of sanctions on Iranian petroleum exports. Consequently, maritime intelligence from Kpler and Marisks indicates a significant increase in vessel transit through the Strait of Hormuz, including shipments of crude oil, liquefied natural gas, and fertilizers. While the US Navy has designated a southern route to circumvent mines and Iranian authorities have permitted limited northern passage, current traffic volumes remain below the pre-conflict threshold of 100 vessels per day.

目前能源市場的穩定基於美國與伊朗關係的改善，雙方於6月17日簽署了一份諒解備忘錄。該協議設定了60天的核計畫談判窗口，隨後將在瑞士進行和平談判，這促成了對伊朗石油出口部分制裁的解除。因此，Kpler和Maersk的航運情報顯示，通過霍爾مز海峽的船隻顯著增加，包括原油、液化天然氣和化肥的運輸。儘管美國海軍指定了一條南向路線以避開水雷，且伊朗當局允許有限度的北向通行，但目前的交通量仍低於衝突前每日100艘船的門檻。

Despite the descent of Brent crude prices toward pre-conflict levels—briefly dipping below $72.48 per barrel—a discrepancy persists between wholesale crude costs and retail gasoline prices. In the United States, the average price of regular gasoline has decreased to approximately $3.93 per gallon from an April peak of $4.00, yet remains elevated relative to historical norms. This lag has prompted an executive intervention by President Donald Trump, who has mandated a Department of Justice investigation into energy conglomerates, including Shell, ExxonMobil, BP, and Chevron, alleging price gouging. Conversely, the American Petroleum Institute and Chevron CFO Eimear Bonner maintain that retail prices do not fluctuate in direct correlation with crude costs, citing operational lags and the necessity of production optimization. In the United Kingdom, the competition watchdog reported no systemic evidence of unfair price inflation during the February-March period.

儘管布倫特原油價格已回落至衝突前水平——短暫跌破每桶72.48美元——但批發原油成本與零售汽油價格之間仍存在差異。在美國，普通汽油的平均價格從4月份峰值的4.00美元下降至約3.93美元每加侖，但相對於歷史常態仍處於高位。這種滯後現象促使總統川普採取行政干預，要求司法部調查包括Shell、ExxonMobil、BP和Chevron在內的能源集團，指控其價格欺詐。相反，美國石油協會和Chevron財務長Eimear Bonner則認為，零售價格不會與原油成本直接正相關地波動，理由是營運滯後以及生產優化的必要性。在英國，競爭監管機構報告稱，2月至3月期間並無系統性證據顯示存在不公平的價格通貨膨脹。

Oil prices are currently normalizing as diplomatic channels reopen and shipping routes stabilize, though political tension remains regarding the pace of retail price reductions.

隨著外交管道重新開啟及航運路線穩定，油價目前正趨於正常化，儘管關於零售價格調降速度的政治緊張局勢依然存在。