BAHMAN PIER ON IRAN'S QESHM ISLAND TARGETED FOLLOWING AN "EXCHANGE OF FIRE BETWEEN THE IRANIAN ARMED FORCES AND THE ENEMY" -FARS

据新浪报价，离岸人民币兑美元升穿6.8关口，为2023年2月以来首次。

Iran introduced new transit requirements for vessels passing through the Strait of Hormuz, requiring ships to submit detailed information to the newly established Persian Gulf Strait Authority before receiving approval for passage. The move formalizes Tehran’s wartime control over the chokepoint, through which about one-fifth of global oil and LNG flows. Shipping traffic has collapsed, with Lloyd’s List reporting only 40 crossings in the week to May 3 versus a prewar average of 120 daily. Matt Wright of Kpler said “normalization is not achievable” under a long-term Iranian control scenario, estimating transit volumes could remain at only 40%-50% of export capacity.