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2026-04-08 19:34:03
[Trump Proposes Joint Venture with Iran in the Strait of Hormuz, While Rejecting Iran's Retention of Uranium Enrichment Capabilities] ⑴ In an interview with ABC News on Wednesday morning, US President Trump stated that following Tuesday's announcement of a two-week ceasefire, the US might seek to establish a joint venture with Iran to secure the Strait of Hormuz. ⑵ When asked whether he would allow Iran to charge tolls for shipping through the strategic waterway, Trump indicated that he was considering operating it as a joint venture, a way to secure the strait and deter threats from other parties. ⑶ Trump also stated that he would not allow Iran to retain any uranium enrichment capabilities, despite Iran's repeated claims that it would not relinquish its freedom to do so. He emphasized that there would be no enrichment activities. ⑷ From a psychological perspective, the joint venture proposal signals a potential shift in US-Iran relations, moving from military confrontation to a framework of commercial cooperation. If implemented, it would significantly reduce the long-term risk premium of the strait. However, fundamental disagreements on uranium enrichment mean that negotiations still face significant obstacles. ⑸ Future focus will be on the specific structural design of the joint venture and the progress of negotiations on toll arrangements and restrictions on nuclear activities. This will determine whether the energy shipping market can form stable medium- to long-term expectations.
