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Proposed Hormuz deal would give Iran control of inbound vessels
New Control Model
The article said a proposed deal would give Tehran control over ships entering the Gulf through the Strait of Hormuz. That points to a reopening model that is not simply a return to the old status quo, but a new operating framework.
Why It Matters
This matters because shipping firms care not just about whether the route is technically open, but whether passage is predictable, insured, and safe. A more conditional reopening could delay a full rebound even after a political announcement.
Phased Reopening
The report implies that any recovery in traffic may come in phases. First may come limited or managed transits, followed by broader commercial normalization only after the market gains confidence.
Timing Signal
For the question of timing, this article suggests that a month-by-month prediction is still speculative. The more important signal is whether the deal creates enough certainty for shipowners to increase sailings.