US policy on Strait of Hormuz transit fees remains shaped by repeated presidential announcements, rapid reversals, and firm legal objections under international maritime law. President Trump proposed a 20% cargo reimbursement fee in mid-July 2026 while reinstating an Iran-specific naval blockade, then quickly pivoted to Gulf state investment commitments instead. As of mid-September 2026, fresh announcements revived fee language amid renewed tensions, yet no verified collections have occurred. Traders assign low probability to US implementation by year-end due to diplomatic alternatives, industry resistance, and procedural hurdles that would need to be cleared before any payments could be enforced. Ongoing mediation talks, shipping protection operations, and adherence to freedom-of-navigation norms continue to define the outlook through the December 31 resolution window.
若美國政府在所列日期 下午11:59 ET 或之前,向任何航運公司、船舶、外國政府或其他相關實體收取款項,作為通過荷莫茲海峽的費用、通行費或補償,或作為在荷莫茲海峽保護航運的費用、通行費或補償,本市場將判定為「是」。否則,本市場將判定為「否」。 任何付款金額或費率均計入。付款可以是貨幣或實物(例如部分貨物或石油),也可以由美國政府直接收取,或由代表美國政府收款的代理人、承包商或中介機構收取;前提是該付款依據美國徵收的費用或補償安排支付。 僅宣布、簽署或設立收費計畫、行政命令、法規或收款機制並不足以符合條件;截至所列日期 下午11:59 ET,必須至少實際收到一筆付款。 由伊朗或任何其他代表自身行事的一方收取的款項不計入。根據既有義務支付的款項不計入,包括美國關稅、對進口至美國的貨物徵收的關稅,或一般港口費用;除非這些費用是新近作為通過荷莫茲海峽或在該處獲得保護的條件而徵收。 判定依據將包括美國政府的官方公告,以及可信報導所形成的共識。
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