The '15th Five-Year Plan for Coal Industry Development' has been issued.

Cailian Press, August 10 — The National Development and Reform Commission and the National Energy Administration have issued the "15th Five-Year Plan for Coal Industry Development." It states that by 2030, coal will further strengthen its role as a foundational guarantee for energy security, with continued optimization of production and development layouts, a higher share of high-quality and advanced capacity, and a more robust nationwide production-supply-storage-sales system. The share of capacity from large-scale modern coal mines nationwide will rise to 87%. Safety, green development, and clean, efficient utilization will significantly improve, and intelligent transformation across the entire system will be further advanced, raising the share of intelligent coal mine capacity to 75%. A diversified coal-based industrial structure will take shape at an accelerated pace, coal consumption will peak, and dynamic balance between supply and demand will be achieved.

cls.cn16:09

Iran and Oman have clarified the overall framework of their agreement, while Iran is considering banning vessels linked to the U.S. and Israel from passing through its waters; however, Trump stated that negotiations have 'made progress.'

U.S. officials recently stated that the United States would lift its blockade on Iranian ports once an agreement to restore unimpeded commercial shipping is announced. Senior Iranian officials said that if Gulf states fail to persuade Trump to halt military actions against Iran and instead resolve the conflict through negotiations, Iran would strike critical infrastructure—including oil, electricity, and water supply systems—in those countries.

wallstreetcnAug 8 05:53

Express News | U.S. officials stated that talks between Oman and Iran regarding the Strait of Hormuz have made progress, with an agreement expected soon.

BreakingsAug 8 03:08

Express News | Iran Plans to Tighten Transit Rules in the Strait of Hormuz

BreakingsAug 7 00:00

Why Did Trump TACO Again? Analyzing the Ultimate Outcome in the Strait of Hormuz

Winning the election is critically important; Trump cannot afford a prolonged conflict. Iran has gained de facto control over the Strait, and there are two proposed tolling schemes that would save Trump's face—securing a ceasefire from the Houthis would not be difficult.

Xue Tao's Macro NotesAug 6 08:51

Iran has disclosed for the first time its new proposal regarding Hormuz, stating that the United States had proactively sought talks, but mere compliance with obligations is insufficient to reopen the Strait.

Iran’s Deputy Foreign Minister stated that arrangements regarding the Strait should be decided solely through consultations between Iran and Oman, and Iran will under no circumstances accept interference from any external power. Under the new arrangement, the current temporary shipping lanes within the Strait will be closed, and a large volume of vessel traffic will henceforth be rerouted through Iranian territorial waters. According to reports, the proposed agreement with Oman grants Iran control over vessels entering the Strait of Hormuz—a significant concession obtained by Tehran to date. Iran plans to levy a fee of 5%–7% of cargo value on ships, while Oman has proposed a rate of approximately 3%. The United States opposes any such charges.

wallstreetcnAug 6 05:23