Trump says US could sign agreements with Iran if it behaves well

Trump's linkage of potential agreements with Iran to good behavior, paired with his assertion that oil is still flowing through the Strait of Hormuz, frames the Gulf risk premium as conditional rather than resolved. The mention of funding and support discussed with Netanyahu signals that any diplomatic opening is being weighed alongside continued alignment with Israel, which matters for how regional escalation risk is priced. Whether the Hormuz flow and the prospect of agreements hold together, or diverge, is the open question for energy and shipping exposure.