Latest "Just Trust Me Bro" grade wonk re: Trump saying "Iran told me they are collapsing" is going to be him trading Bridge and Powerplant Day for Coastal Defense and Speedboat - sorry,
fast attack craft (that are incredibly small and speed boat-sized) - Day. Trump will use a supposed request by a party they are negotiating with to assist in opening the strait against "rogue military elements".
(that is: Oh Wow big stronk America, we would love to reopen the strait and get peace talks started again, but part of our mosaiced military refuses to follow stand down orders. Pretty please use your CSGs to Make Hormuz Open Again.)
I cannot find any one talking about this, so very likely to be bullshit but keep an eye on further Trump statements in that direction.
Actual news:
Three ships have transited the Straight of Homoz and exited the gulf today.
Idemitsu Maru is clear of the strait and the US blockade. It was listed as a destination of FOR ORDER (aka we're waiting for a destination while people bid on the cargo) during strait transit then switched to Nagoya, Japan once it was clear of Iranian waters.
The chemical tanker
Starway transited the Strait for Oman. container
Paya Lebar also crossed the Strait of Hormuz destined for India.
None of these ships are Iranian or carrying Iranian cargo.
(no paywall, and unless you care about ship-flagging and specific ports, I've given you the good stuff).
Non-Iranian ships passing through the Straight of Homoz: 3
Ships bound for Iran or carrying Iranian cargo passing through the USN Blockade: 0
Clearly Iran is winning and the blockade is failing.
Newsmax (so take it with a grain of salt since it's heavily Trump-biased) did a segment breaking down how the UAE leaving OPEC could push both it and SA to maximize their oil production in order to compete with each other, which would result in a surplus of 3M more barrels per day than what was being produced prior to the war starting, even with Iran completely cut off, and they have alternate routes to transport it that bypass the Strait.
Again, very

, but the Invisible Hand is what it is.
View attachment 8929219
UAE's East Side facilities are not very large; they could be expanded and maybe this is part of that play, but it won't be an immediate panacea on the current situation. But it might influence some of the futures market vibe trading.
If you want to see the effect such a thing might have, look at oil prices during Iran and KSA's proxy war in Yemen during Trump's first term. Both nations were funding proxies in Syria and Yemen (as well as others) and cranked official and unofficial production to max to fund their slapfight.
Asside:
Hilariously, we might have Obama's gift of 1.7 billion dollars to thank for that.
To tl;dr: Iran used the 1.7 billion dollars in unmarked, untraceable hard currency dropped by their fellow muslim for them to fund Hezbollah and the Houthis. KSA responded by increasing funding for their proxies to counter it, and you had both sides stuck in a "sunk cost ante spiral".
And yet a bunch of cave dwelling goatherders with rusty AK-47's managed to tie our hands for 20 fucking years next door in Afghanistan, and at the end of it they ended up right back in power, having extracted thousands of lives and trillions of dollars. Meanwhile, the brilliant trailer park minds like yours call that a victory. In fact, I'll bet you could drone on for paragraphs about why that was totally a W.
MUH AFGANISTAN!
Ah what a well researched, original, and totally not BRIC sucking cope position.
Please point to what US ground troops IRGC mountain-shitting goatfuckers are shooting with AKs.
Are the IRGC mountain niggers in the room with us right now?