The CITIC Construction Investment Research Report said that the Strait of Hormuz stalemate will be difficult to fundamentally resolve in the short term. The US side's “quick military victory” plan has already failed, and its policy on Iraq is shifting from a high-intensity military attack to a tug-of-war game of “applying pressure while negotiating.” Iran will not easily abandon the Strait of Hormuz as an important countermeasure against the US. In the short term, the strait continues to be blocked to benefit the oil and gas extraction and energy sector, and to benefit energy companies such as aviation and shipping; the mid-term trend depends on the progress of negotiations between the US and Iran and the resumption of actual navigation in the strait, and geographical uncertainty will still dominate oil price fluctuations.

The CITIC Construction Investment Research Report said that the Strait of Hormuz stalemate will be difficult to fundamentally resolve in the short term. The US side's “quick military victory” plan has already failed, and its policy on Iraq is shifting from a high-intensity military attack to a tug-of-war game of “applying pressure while negotiating.” Iran will not easily abandon the Strait of Hormuz as an important countermeasure against the US. In the short term, the strait continues to be blocked to benefit the oil and gas extraction and energy sector, and to benefit energy companies such as aviation and shipping; the mid-term trend depends on the progress of negotiations between the US and Iran and the resumption of actual navigation in the strait, and geographical uncertainty will still dominate oil price fluctuations.