US discusses charging vessels for transit through Strait of Hormuz — Politico

Oil tanker traffic in Strait of Hormuz jumps after U.S. and Iran implement deal to open sea lane

U.S.-Iran deal reopened Strait of Hormuz toll-free for 60 days; 20+ tankers crossed Thursday—highest since June 2 but below prewar 100+ daily transits. Iranian crude supply resumption stabilizes energy costs, reducing data center operational expenses and improving capex forecasting for IT infrastructure.