Trump Claims Iran War May End Quickly, Global Energy Markets React

U.S. President Donald Trump's recent remarks on the Iran situation have sparked significant attention in global markets. In an interview with CBS, Trump stated that the U.S. military operation against Iran is progressing beyond expectations, far exceeding the original four-to-five-week timeline, and claimed that "the Iran war is basically over" and is expected to come to an end in the short term. He also claimed that Iran has "exhausted all its ammunition," implying that its ability to retaliate is nearing depletion.

These remarks quickly influenced the U.S. stock market, with major indices turning from losses to gains that day, and investor sentiment clearly rebounding. The market generally interpreted this as a signal of easing geopolitical risks, thereby driving a rebound in energy and risk asset prices.

At the same time, the Trump administration is assessing the possibility of implementing strategic control over the Strait of Hormuz. The strait is a crucial chokepoint for about one-third of global oil transportation, and its stability is directly related to international oil prices. According to media reports, the White House is closely coordinating with various departments to study various means, including releasing strategic reserves and coordinating with allies to increase production, to curb soaring oil prices and ensure energy security. According to a CBS reporter's disclosure on X, Trump mentioned his concern about the succession of Iranian high-level power, implying that he may be considering the Iranian political landscape in the post-Khamenei era, but did not reveal specific candidates. In response, Russia also responded, with the Kremlin stating that Putin has proposed a diplomatic plan aimed at quickly resolving the Iranian crisis, showing the international community's widespread concern about the escalation of the situation. Currently, the U.S. government is prioritizing stabilizing the energy market. A White House spokesperson said that the president is reviewing all feasible options to cope with the economic pressure brought about by fluctuations in oil and gas prices.