Trump: Hormuz will create “huge wealth,” and there is already a “strong framework” for reaching a long-term agreement.

After a two-week ceasefire deal between Iran and the U.S. was reached, Trump quickly shifted the strategic narrative from military strikes to economic rebuilding, claiming the Strait of Hormuz would become a wealth engine and that the Middle East’s “golden age” was about to begin. At the same time, the outside world has been paying close attention to the real terms behind the ceasefire and the reshaping of the regional geopolitical landscape.

According to Xinhua News Agency, U.S. President Trump said on the 8th that the United States would help address the Strait of Hormuz’s “shipping congestion” problem, “and there will be many positive actions, and enormous wealth will be created.” Trump wrote on social media: “Iran can begin the rebuilding process. We will ship all kinds of supplies, and ‘stay there’ to make sure everything goes smoothly.” Trump also claimed that this would be “the golden age of the Middle East.”

These remarks represent the strongest description of Trump’s economic vision for Iran since he announced the ceasefire.

Meanwhile, in an interview with Agence France-Presse, Trump claimed that a long-term agreement on the Iran issue has “a strong framework,” and insisted that any peace agreement would cover issues related to nuclear materials. He said Iran’s uranium enrichment problem will be “handled perfectly,” and he characterized the two-week ceasefire as a “complete and total victory” for the United States.

The above statements signal the White House’s optimistic expectations regarding U.S.-Iran negotiations, but the details of the agreement are still unclear, and differences in positions on nuclear issues remain a key variable. According to Reuters, a source with knowledge of the talks warned that the U.S. side is concerned Iran may use this to buy time, and that this ceasefire is more like “an attempt to build mutual trust.”

Optimistic on the framework, but differences remain on nuclear issues

According to Xinhua News Agency, on April 7, after trading hours in U.S. Eastern Time, Trump posted on social media, announcing that he had agreed to pause U.S. bombing and attack operations against Iran for two weeks.

Iran’s foreign minister, Abbas Araqchi, subsequently said that if attacks on Iran are stopped, Tehran will stop retaliating and provide safe passage for past vessels.

Iran’s Supreme National Security Council also issued a statement in the early hours of the 8th, announcing acceptance of a ceasefire proposal put forward by Pakistan. Pakistan played a key role in the mediation, with Army Chief of Staff Asim Munir and Prime Minister Shehbaz Sharif both taking part. Sharif said on social media that he had invited representatives from the U.S. and Iran to hold talks in Islamabad on Friday.

In an interview with Agence France-Presse, Trump characterized the ceasefire as a “complete and total victory” for the U.S. side, saying: “No doubt, one hundred percent.”

Iran’s Supreme National Security Council, for its part, described the agreement as a victory for its side, claiming that Trump accepted the ceasefire conditions proposed by Iran—there is a clear disagreement between the two sides’ descriptions of the nature of the agreement.

On nuclear issues, Trump refused to disclose whether, if the deal fell apart, he would restart the threats he had made earlier—namely, destroying Iran’s civilian power plants and bridges. He insisted that any peace agreement must cover matters related to nuclear materials, but did not provide details on specific terms.

According to Xinhua, Iranian media reported that the Iranian side has submitted ten ceasefire terms to the U.S., clearly including acceptance of Iran’s uranium enrichment activities. This still shows a clear difference from Trump’s emphasized position on the nuclear materials issue.

A Hormuz toll plan emerges

CCTV News, citing anonymous officials in the region, said that one key term in the ceasefire agreement involves charging transit fees for vessels passing through the Strait of Hormuz, led jointly by Iran and Oman, and the current use of the funds Oman will receive remains unclear.

The Strait of Hormuz is located at the Persian Gulf exit, and has long been regarded by the international community as an international waterway; before this, transit vessels had never been charged tolls.

If this clause is implemented, it will have a direct cost impact on global oil tanker operators, energy traders, and related insurance markets, and may trigger widespread controversy at the legal and diplomatic levels.

But for now, reopening prospects for the Strait of Hormuz carry significant positive meaning for the global energy market.

Reuters, citing data from data analytics firm Kpler, reported that currently about 130 million barrels of crude oil and 46 million barrels of refined oil are afloat in the region on roughly 200 oil tankers. Since the outbreak of the conflict, these cargoes have been stuck within the Persian Gulf. A ceasefire and the reopening of the strait will allow Middle East exporters to ship large volumes of stockpiled oil and gas resources to international markets.

Ceasefire continuity remains in doubt

The implementation of the ceasefire agreement has not eliminated all uncertainties.

On the implementation level, Reuters reported that more than an hour after the ceasefire was announced, the Israeli military still said it detected missile launches from Iran, and interception explosion sounds could be heard over Tel Aviv.

The Israeli prime minister’s office clearly said that the ceasefire does not apply to the Lebanon front, contradicting the claim by Pakistan’s Prime Minister Sharif earlier that the agreement covers a ceasefire in Lebanon. The Islamic Resistance in Iraq said it will pause operations in Iraq and across the entire region for two weeks.

As U.S. midterm election campaign activity intensifies, Trump’s approval rating has fallen to the lowest level in history, putting his Republican Party at risk of losing its slim majority in Congress. Polls show that a considerable number of Americans oppose the war and are frustrated by rising gasoline prices.

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