G7 is preparing to take measures to stabilize the energy market; the US Treasury Secretary is optimistic about easing oil price pressures and says the US will regain control of the Strait of Hormuz.

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Amid sustained tensions in the Middle East and heightened volatility in the global energy markets, the United States and other G7 countries have stated that they are ready to take further measures to stabilize the energy market. US Treasury Secretary Besent also optimistically noted that shipping in the Strait of Hormuz is gradually recovering, short-term oil price pressures may see marginal relief, and the US and its allies are planning longer-term strategies to ultimately "retake" control of this key energy channel.

The G7 statement released on Monday, the 30th Eastern Time, said: "We are ready at any time to closely coordinate with our partners and take all necessary measures, including safeguarding the stability and security of the energy market. The central banks of G7 countries are firmly committed to maintaining price stability and ensuring the resilience of the financial system. Monetary policy will continue to be data-dependent. For this purpose, central banks are closely monitoring the pressure from energy and other commodity prices on inflation, inflation expectations, and economic activity."

In an interview with US media that day, Besent said that about 30 ships had passed through the Strait of Hormuz in the past two days, "and the number of ships passing through each day is increasing," a trend that helps ease upward pressure on oil prices. He also mentioned that the global oil market currently "still faces a daily supply gap of about 10 to 12 million barrels," but governments are actively working to fill this gap.

Regarding response measures, Besent mentioned the International Energy Agency (IEA) coordinating its member countries in releasing strategic reserves, and lifting some sanctions on Russian and Iranian oil, seeing these actions as helping the market supply stabilize. Regarding the situation in the Red Sea, he noted the Houthis are currently "rather quiet," and expects this may continue.

Analysts believe Besent's comments essentially provide dual signals to the market for "short-term stability expectations" and "long-term strategic direction": on one hand, easing current oil price pressures through the restoration of shipping and supply releases; on the other hand, paving the way for a future restructuring of global energy security by proposing to "regain control of Hormuz."

For the market, this means oil price trends will no longer be dictated solely by supply and demand, but will be increasingly embedded within geopolitical games.

Shipping Gradually Recovers: Marginal Improvement in Supply, Oil Price Pressure Expected to Ease

Besent stated in media interviews that the number of ships passing through the Strait of Hormuz has recently increased, a change that is having a positive effect on relieving the upward pressure on oil prices.

He pointed out, "Any additional supply helps," and as more oil tankers resume passage, the market is moving toward "returning to normal."

From the perspective of supply and demand structure, the global crude oil market currently still has a supply gap of about 10 to 12 million barrels per day, but with the resumption of transportation and a series of policy actions including the release of strategic oil reserves, this gap is being gradually filled.

Besent detailed the Trump administration’s specific steps to address the oil supply gap. He stated that the IEA-coordinated release of strategic reserves can fill about 4 million barrels of the gap daily, including the US releasing 172 million barrels from its Strategic Petroleum Reserve (SPR). This was part of the IEA’s record-setting plan to release a total of 400 million barrels.

Meanwhile, the Trump administration lifted sanctions on Russian and Iranian oil that was "already being transported at sea." Besent emphasized that this did not generate additional revenue for Russia and Iran; neither government "received any extra funds," and the purpose was to swiftly integrate the in-transit crude into market supply and reduce price pressures.

Besent stated that the global oil market currently is "generally adequately supplied," and that the restoration of shipping is a key factor in stabilizing market expectations.

This judgment echoes recent market movements: previously, the conflict nearly shut down Hormuz, causing oil prices to soar, but with some ships resuming passage, market volatility has subsided somewhat.

Strategic Upgrade: US Plans to 'Gradually Regain Control' of Hormuz

Compared with short-term supply and demand judgments, Besent's remarks on the future control of Hormuz have attracted greater market attention.

He clearly stated that the US plans to "gradually regain control of the Strait of Hormuz," with the aim of ensuring free navigation in this critical shipping lane.

According to media reports, Besent’s vision may be achieved through US-led or multinational joint escort mechanisms, gradually restoring and consolidating security control over this waterway.

This statement signifies that the US strategic positioning of Hormuz has shifted from "crisis response" to "long-term control," reflecting the deep intertwining of energy security and geopolitics.

The Strait of Hormuz carries about 20% of the world’s maritime oil transport, making it truly the "lifeline of global energy."

During the latest conflict, Iran once blockaded this waterway, causing shipping to plummet, oil tankers to be detained en masse, and oil prices to surge to multi-year highs—one of the most severe energy supply shocks since the 1970s.

Even though partial restoration has taken place, the market still faces multiple uncertainties, including supply gaps, soaring insurance costs, and heightened shipping risks.

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