霍尔木兹海峡，突发！原油，巨震！

Core Viewpoint - The international oil market has experienced significant volatility, with WTI crude oil prices dropping nearly 19% and Brent crude oil falling about 18% in a single trading session, primarily driven by policy signals from the Trump administration and discussions among the G7 to release 300 to 400 million barrels of oil reserves [1][4]. Group 1: Market Reactions - WTI crude oil futures fell to $83.45 per barrel, marking an 11.94% decline, while Brent crude settled at $87.80 per barrel after a drop below $81.20 [2]. - The volatility in oil prices is attributed to the potential de-escalation of tensions with Iran, as indicated by Trump's statements suggesting a willingness to dialogue and the possibility of lifting some oil-related sanctions [4][9]. Group 2: Geopolitical Factors - The U.S. military engaged 16 Iranian minesweeping vessels in the Strait of Hormuz, and the Trump administration has requested Israel to halt further airstrikes on Iranian oil infrastructure [6][7]. - The situation in the Strait of Hormuz is critical, with reports indicating a significant reduction in oil tanker traffic, dropping from approximately 50 vessels per day in February to just 1-2 vessels currently [10]. Group 3: Supply and Production Insights - Iraq's oil production has decreased to 1.2 million barrels per day, as efforts are made to restore supply from the Kirkuk region [5]. - The International Energy Agency (IEA) is convening a special meeting to assess the current oil supply security situation, reflecting the urgency of the market's response to geopolitical developments [4].