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On April 9, the WSJ reported that under the U.S.-Iran ceasefire framework, Iran is reinforcing its actual control over the Strait of Hormuz by limiting the number of vessels allowed to pass to about 12 per day and requiring prior coordination for fees and passage permits. Reports indicate that all vessels must be approved by the Islamic Revolutionary Guard Corps to transit. Data shows that since April, as few as 4 vessels have been permitted to pass in a single day, while the pre-war daily average exceeded 100 vessels. Iran is pushing to establish a tiered fee system: vessels carrying Iranian goods can pass for free, while those from friendly nations must pay fees, and vessels related to the U.S. or Israel may face restrictions. Industry insiders state that the passage fee for a supertanker could reach up to $2 million. If such arrangements are implemented long-term, they could give Iran critical control over about 20% of global oil supplies. Currently, the U.S. maintains its stance on freedom of navigation in the strait, but there are no signs of Iran easing its control. Analysts believe this move has become a key bargaining chip for Iran in ceasefire negotiations and will continue to disrupt global energy and shipping markets.

[WSJ: Iran Strengthens Control Over Hormuz Strait Amid Ceasefire, Limiting Daily Ship Traffic to About 12 Vessels and Charging Fees]On April 9, the WSJ reported that under the U.S.-Iran ceasefire framework, Iran is reinforcing its actual control over the Strait of Hormuz by limiting the number of vessels allowed to pass to about 12 per day and requiring prior coordination for fees and passage permits. Reports indicate that all vessels must be approved by the Islamic Revolutionary Guard Corps to transit. Data shows that since April, as few as 4 vessels have been permitted to pass in a single day, while the pre-war daily average exceeded 100 vessels. Iran is pushing to establish a tiered fee system: vessels carrying Iranian goods can pass for free, while those from friendly nations must pay fees, and vessels related to the U.S. or Israel may face restrictions. Industry insiders state that the passage fee for a supertanker could reach up to $2 million. If such arrangements are implemented long-term, they could give Iran critical control over about 20% of global oil supplies. Currently, the U.S. maintains its stance on freedom of navigation in the strait, but there are no signs of Iran easing its control. Analysts believe this move has become a key bargaining chip for Iran in ceasefire negotiations and will continue to disrupt global energy and shipping markets.

WSJ: Iran Strengthens Control Over Hormuz Strait Amid Ceasefire, Limiting Daily Ship Traffic to About 12 Vessels and Charging Fees

On April 9, spot gold fell below $4,700 per ounce, decreasing by 0.42% during the day. (Zhitong Finance)

[Spot Gold Falls Below $4,700/oz, Drops 0.42% on the Day]On April 9, spot gold fell below $4,700 per ounce, decreasing by 0.42% during the day. (Zhitong Finance)

Spot Gold Falls Below $4,700/oz, Drops 0.42% on the Day

On April 9, Nick Timiraos, known as the 'voice of the Fed', analyzed that expectations for a Federal Reserve rate cut are rapidly cooling, and changes in the Middle East situation are no longer a key variable. The latest FOMC meeting minutes indicate that, against a backdrop of stagnant inflation and a robust labor market, the Fed has maintained interest rates in the 3.5%–3.75% range, with a cautious policy path. Most officials believe that the impacts of tariffs, energy price transmission, and rising inflation expectations may slow the process of inflation decline more than anticipated. Analysis suggests that even if a ceasefire is achieved, it may not become an opportunity for rate cuts. On the contrary, a de-escalation of conflict could weaken economic downside risks, making inflation issues more prominent and thereby extending the duration of high interest rates. Fed Chairman Powell also warned that the Fed is currently facing multiple overlapping supply shocks, with a risk of losing control over inflation expectations. Some officials have hinted that if inflation continues to exceed targets, the possibility of reconsidering rate hikes cannot be ruled out. Overall, market optimism regarding rate cuts within the year is cooling, and the timeline for a shift in Fed policy is being pushed further back.

[Fed's 'Voice': Rate Cut Prospects Dim Regardless of Ceasefire]On April 9, Nick Timiraos, known as the 'voice of the Fed', analyzed that expectations for a Federal Reserve rate cut are rapidly cooling, and changes in the Middle East situation are no longer a key variable. The latest FOMC meeting minutes indicate that, against a backdrop of stagnant inflation and a robust labor market, the Fed has maintained interest rates in the 3.5%–3.75% range, with a cautious policy path. Most officials believe that the impacts of tariffs, energy price transmission, and rising inflation expectations may slow the process of inflation decline more than anticipated. Analysis suggests that even if a ceasefire is achieved, it may not become an opportunity for rate cuts. On the contrary, a de-escalation of conflict could weaken economic downside risks, making inflation issues more prominent and thereby extending the duration of high interest rates. Fed Chairman Powell also warned that the Fed is currently facing multiple overlapping supply shocks, with a risk of losing control over inflation expectations. Some officials have hinted that if inflation continues to exceed targets, the possibility of reconsidering rate hikes cannot be ruled out. Overall, market optimism regarding rate cuts within the year is cooling, and the timeline for a shift in Fed policy is being pushed further back.

Fed's 'Voice': Rate Cut Prospects Dim Regardless of Ceasefire

On April 9, OpenAI's Chief Revenue Officer, Danise Dresser, stated that based on strong growth in consumer business, enterprise business currently accounts for over 40% of OpenAI's revenue and is expected to equal consumer business by the end of 2026. The weekly active users of Codex have just surpassed 3 million.

[OpenAI Chief Revenue Officer: Enterprise Business Revenue Exceeds 40%]On April 9, OpenAI's Chief Revenue Officer, Danise Dresser, stated that based on strong growth in consumer business, enterprise business currently accounts for over 40% of OpenAI's revenue and is expected to equal consumer business by the end of 2026. The weekly active users of Codex have just surpassed 3 million.

OpenAI Chief Revenue Officer: Enterprise Business Revenue Exceeds 40%

On April 9, according to the Iranian Students' News Agency, the Islamic Revolutionary Guard Corps Navy stated that due to recent conflicts, there may be anti-ship mines in the main traffic area of the Strait of Hormuz. Vessels planning to pass through the strait should coordinate with the Revolutionary Guard Navy and follow the alternative routes set by them to avoid triggering the mines. (CCTV International News)

[Iran Announces Safe Passage Route in the Strait of Hormuz]On April 9, according to the Iranian Students' News Agency, the Islamic Revolutionary Guard Corps Navy stated that due to recent conflicts, there may be anti-ship mines in the main traffic area of the Strait of Hormuz. Vessels planning to pass through the strait should coordinate with the Revolutionary Guard Navy and follow the alternative routes set by them to avoid triggering the mines. (CCTV International News)

Iran Announces Safe Passage Route in the Strait of Hormuz

On April 9, The Wall Street Journal reported that Arab mediators revealed Iran has notified them that it will limit the number of vessels passing through the Strait of Hormuz to about 12 per day and will charge tolls. This requirement is based on the ceasefire agreement reached by Trump, indicating Tehran's intention to strengthen its control over this globally critical energy shipping route. According to Iran's Press TV, the Strait of Hormuz has been fully closed, forcing tankers to turn back. The Wall Street Journal noted that Arab mediators stated that passing vessels must coordinate with the Islamic Revolutionary Guard Corps, a powerful paramilitary force designated as a terrorist organization by the U.S. and the EU. Data from S&P Global Market Intelligence indicated that only four vessels were allowed to pass on Wednesday, the lowest number since April, whereas over 100 vessels passed daily before the conflict. Mediators and ship brokers reported that Iran requires vessels to agree on fee arrangements in advance. These demands from Iran demonstrate how it is leveraging the war to create a new pressure point and potentially gain new revenue sources. During the conflict, Iran seized control of the waterway by targeting vessels attempting to pass without its permission. With the U.S. and Iran reaching a two-week ceasefire agreement on Tuesday, this arrangement is now being solidified. The prospect of Iran's permanent involvement in the management of this waterway has shocked Gulf oil-producing countries that rely on the strait for most of their energy exports, as well as European and Asian consumer nations dependent on these energy supplies. The U.S. continues to publicly advocate for freedom and openness in the strait, but Iran has shown no willingness to relax its control. According to a recording shared by a crew member with The Wall Street Journal, on Wednesday morning, Iran broadcast via ship VHF radio in the waterway that vessels passing without permission from the Revolutionary Guard Navy would face the risk of destruction. This message was directed to all ships in the Persian Gulf and the Gulf of Oman.

[WSJ: Iran Tightens Control Over Hormuz Strait Post-Ceasefire, Allowing Only 12 Ships Daily with Fees]On April 9, The Wall Street Journal reported that Arab mediators revealed Iran has notified them that it will limit the number of vessels passing through the Strait of Hormuz to about 12 per day and will charge tolls. This requirement is based on the ceasefire agreement reached by Trump, indicating Tehran's intention to strengthen its control over this globally critical energy shipping route. According to Iran's Press TV, the Strait of Hormuz has been fully closed, forcing tankers to turn back. The Wall Street Journal noted that Arab mediators stated that passing vessels must coordinate with the Islamic Revolutionary Guard Corps, a powerful paramilitary force designated as a terrorist organization by the U.S. and the EU. Data from S&P Global Market Intelligence indicated that only four vessels were allowed to pass on Wednesday, the lowest number since April, whereas over 100 vessels passed daily before the conflict. Mediators and ship brokers reported that Iran requires vessels to agree on fee arrangements in advance. These demands from Iran demonstrate how it is leveraging the war to create a new pressure point and potentially gain new revenue sources. During the conflict, Iran seized control of the waterway by targeting vessels attempting to pass without its permission. With the U.S. and Iran reaching a two-week ceasefire agreement on Tuesday, this arrangement is now being solidified. The prospect of Iran's permanent involvement in the management of this waterway has shocked Gulf oil-producing countries that rely on the strait for most of their energy exports, as well as European and Asian consumer nations dependent on these energy supplies. The U.S. continues to publicly advocate for freedom and openness in the strait, but Iran has shown no willingness to relax its control. According to a recording shared by a crew member with The Wall Street Journal, on Wednesday morning, Iran broadcast via ship VHF radio in the waterway that vessels passing without permission from the Revolutionary Guard Navy would face the risk of destruction. This message was directed to all ships in the Persian Gulf and the Gulf of Oman.

WSJ: Iran Tightens Control Over Hormuz Strait Post-Ceasefire, Allowing Only 12 Ships Daily with Fees

On April 9, Iran stated that multiple terms of the ceasefire agreement reached with the United States have been violated, highlighting market vulnerabilities. US stock index futures fluctuated, and oil prices retraced some of their losses from Wednesday. As the market opened on Thursday, sentiment remained cautious, with S&P 500 futures down 0.1%. Iranian Parliament Speaker Mohammad Baqer Qalibaf noted that three terms of the ceasefire plan have been violated to date. On Wednesday, global stock markets rose broadly, driven by optimism that the US-Iran ceasefire agreement could ease crude oil transportation and support economic growth.

[Iran Claims Ceasefire Agreement Violated, US Futures Fluctuate]On April 9, Iran stated that multiple terms of the ceasefire agreement reached with the United States have been violated, highlighting market vulnerabilities. US stock index futures fluctuated, and oil prices retraced some of their losses from Wednesday. As the market opened on Thursday, sentiment remained cautious, with S&P 500 futures down 0.1%. Iranian Parliament Speaker Mohammad Baqer Qalibaf noted that three terms of the ceasefire plan have been violated to date. On Wednesday, global stock markets rose broadly, driven by optimism that the US-Iran ceasefire agreement could ease crude oil transportation and support economic growth.

Iran Claims Ceasefire Agreement Violated, US Futures Fluctuate

On April 9, the Iranian Revolutionary Guard stated that the passage in the Strait of Hormuz has been disrupted due to Israel's violation of the ceasefire agreement in Lebanon.

[Iran: Disruption of Passage in the Strait of Hormuz Due to Israel's Violation of Ceasefire Agreement in Lebanon]On April 9, the Iranian Revolutionary Guard stated that the passage in the Strait of Hormuz has been disrupted due to Israel's violation of the ceasefire agreement in Lebanon.

Iran: Disruption of Passage in the Strait of Hormuz Due to Israel's Violation of Ceasefire Agreement in Lebanon

According to Golden Eagle News, on April 9, U.S. President Trump's Iran peace plan is facing resistance from a key group: the oil industry. An industry consultant stated that oil company executives are reaching out to the White House, Secretary of State Rubio, and Vice President Vance to protest allowing Iran to collect tolls through the Strait of Hormuz as a condition for peace negotiations. When asked if the executives had contacted the White House to protest the toll measures in the Strait of Hormuz, the individual replied, 'Of course! We never had to do this before — and I believe we have already won the war. Whenever there is an opportunity to engage with government departments, you ask, ‘What are you thinking?’' (Politico)

[Market News: Oil Industry Resists Trump's Iran Peace Plan]According to Golden Eagle News, on April 9, U.S. President Trump's Iran peace plan is facing resistance from a key group: the oil industry. An industry consultant stated that oil company executives are reaching out to the White House, Secretary of State Rubio, and Vice President Vance to protest allowing Iran to collect tolls through the Strait of Hormuz as a condition for peace negotiations. When asked if the executives had contacted the White House to protest the toll measures in the Strait of Hormuz, the individual replied, 'Of course! We never had to do this before — and I believe we have already won the war. Whenever there is an opportunity to engage with government departments, you ask, ‘What are you thinking?’' (Politico)

Market News: Oil Industry Resists Trump's Iran Peace Plan

HTX data showed that BTC fell below 87000  USDT and is now at 86998.0 USDT, with a decrease of 0.95% in 24H.

[BTC fell below 87000  USDT] HTX data showed that BTC fell below 87000  USDT and is now at 86998.0 USDT, with a decrease of 0.95% in 24H.

BTC fell below 87000  USDT

Article

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U.S. Vice President Vance: Iran Has Agreed to Open the Strait of Hormuz

Trump: US Can Easily Resume Military Action Against Iran if Negotiations Fail

US Vice President: Trump Has Lost Patience on Iran, Iran Agrees to Open Strait of Hormuz

Trump Announces Son-in-Law Kushner and Envoy Greenblatt to Negotiate in Iran

BTC fell below 87000 USDT

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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