荷莫茲海峽重新開放壓低油價，WTI 回落至 70 美元支撐區

Oil sentiment is pressured as the U.S.-Iran interim peace deal accelerates Strait of Hormuz traffic normalization, rapidly unwinding the geopolitical risk premium. Combined with near-record U.S. shale output and weaker Chinese import demand, major banks are cutting forecasts and warning of a 2027 surplus. A hawkish Fed backdrop and stronger DXY add a macro headwind for USD-priced crude, keeping WTI pinned near $70 support.