Iran foreign minister Araghchi said US officials' remarks amount to an admission of US non-compliance with the memorandum, calling it clear evidence of US bad faith and of a continued hawkish policy.

Goldman Sachs said in a July 8 report that renewed disruption to Strait of Hormuz shipping could impede restoration of Middle East oil supply. Goldman estimates Persian Gulf crude output in June remained about 10.5 mln bpd below pre-conflict levels. Despite producers beginning to restart shut wells last month, Goldman warned Hormuz interruptions could slow recovery: recent tanker attacks underscore elevated transit risk and, with ceasefire status unclear, shippers may hesitate to transit, weighing on flows. Goldman estimates flows have fallen to roughly 70% of normal after the recent attacks; earlier, within 10 days of the strait’s reopening, flows had climbed to over 80% of pre-conflict levels. Flows and oil prices face two-way risk: if the 60-day talks continue and shippers obtain security guarantees and Iran secures new waivers for sales, flows could recover by end-July; if talks break down and attacks escalate, flows could fall further.

伊拉克方面表示，哈姆林油田的目标是达到14万桶/日的产能，以及平均每天4000万立方英尺的天然气产量。