The tentative US-Iran MoU, still awaiting Trump's formal signing, would require Iran to remove all mines from the Strait within 30 days and guarantee unrestricted commercial shipping, per an Axios report. Gulf producers are already beginning preliminary export recovery planning. KPC's CEO has guided a 3-4 month timeline to restore full Kuwaiti production capacity. QatarEnergy's European customer Edison projected two-thirds of contracted LNG volumes could resume within 30-45 days of a deal.