The USA and Iran have agreed on a framework agreement to end the conflict that has been ongoing since the end of February. The memorandum is set to be signed on Friday, June 19, 2026, in Switzerland.For logistics, one point is especially important: The Strait of Hormuz is to be reopened to commercial vessels after the signing. US President Donald Trump speaks of toll-free passage. Iran has also stated that commercial ships will be allowed to pass again.The news immediately brought relief to the markets. The price of Brent crude oil temporarily fell by around 5 percent. This illustrates how critical the strait is for the global oil and gas supply.However, maritime traffic is still not running entirely normally. Shipping companies and maritime associations remain cautious. It must first be clear that the route is genuinely safe. Issues regarding mines, insurance, and military risks continue to be a concern.As a result, Maersk has not yet announced any changes to its Middle East services. Other shipping companies are also waiting for concrete details and security approvals. Experts expect that traffic will only gradually normalize.The agreement also does not resolve all outstanding issues. The Iranian nuclear program, sanctions, and other political disputes are to be negotiated during the next 60 days.For freight forwarders and shippers, the news is still a significant relief. If Hormuz remains permanently open, energy prices, tanker traffic, insurance, and transport in the Gulf region can slowly stabilize.It is important to delineate: The opening of Hormuz does not automatically mean that the Red Sea and the Suez route will immediately return to normal use. The security situation regarding Houthi attacks remains a separate issue.