Summary
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The U.S.-Iran ceasefire has eased disruption risks around the Strait of Hormuz but conditions remain fragile after a fresh attack on a commercial vessel and U.S. retaliatory strikes. Carriers are preparing July 1 bunker fuel adjustments and additional peak season surcharges, while shippers continue to front-load inventory ahead of potential tariff and route changes. The mixed signals have kept Asia-Europe and transpacific pricing volatile.