美·이란, 종전 MOU 서명…호르무즈해협 정상화까지 시간 걸릴 듯

The US-Iran ceasefire and reopening of the Hormuz Strait mark a pivotal geopolitical shift with immediate ramifications for global energy markets. Crude oil prices have dropped nearly 3% as over 10 million barrels of previously stalled tankers resume movement, signaling market relief from supply uncertainty. However, logistics challenges and cautious shipping behavior could delay normalization for several months, keeping energy supply constrained through Q4 2026.