As I correctly explained, there would be no attacks on Iran today, contrary to what was heavily suggested by the U.S. administration

I would like to be clear that I don't believe this is the end of the conflict.

It's also a question of how long the ceasefire will last for, given the historical tendency of its violation by the offensive parties.

Additionally, don't expect oil prices to return to the levels seen at the start of the year anytime soon. Prepare for volatility on that side. It's also becoming evidently clear that the legal regime of Straight of Hormuz won't return to its pre-war state, which further supports the longer-term upward price pressure on the commodities that transit through it, including crude oil, natural gas and fertilizers.