영상트럼프 ‘3단계 평화안’ 거부···이란, 호르무즈 통행세 계좌 개설

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Peace Negotiations Stall as Strait Passage Fee System Goes Live
Significant diplomatic shifts emerged in the ongoing conflict between Washington and Tehran. A three-phase proposal presented through intermediaries was declined by the White House, prompting the establishment of a multi-currency account system for maritime passage charges through the strategic waterway.
The proposed framework outlined sequential steps: cessation of hostilities with non-aggression guarantees first, followed by discussions on waterway access, and finally addressing nuclear program concerns. Administration officials reviewed the plan but determined it fell short of expectations, with concerns about perception of outcomes influencing the decision.
Following the rejection, parliamentary security committee members confirmed that the central banking authority opened special accounts accepting four major currencies. Revenue from vessel transit fees will flow into these accounts, managed by maritime security forces.
Energy markets responded immediately, with benchmark crude prices climbing to three-week highs above $111 per barrel. Meanwhile, the UAE announced its withdrawal from the decades-old oil producer alliance effective next month, potentially weakening the cartel's price-setting influence.
Opposition Merger Reshapes Political Landscape
In related regional developments, two former prime ministers—one from the right, one from the center—announced the formation of a unified party called "Together." The conservative figure will lead the new organization, which received endorsements from other opposition leaders.
Recent polling suggests the unified opposition bloc could secure over 60 parliamentary seats in October elections, far exceeding the ruling party's projected 25 seats. This consolidation mirrors a previous successful coalition that ended a 12-year administration in 2021.
Battery Giant Raises $7.4 Billion in One Hour
The world's largest EV battery manufacturer completed a massive Hong Kong stock offering representing 38.5% of existing shares. Institutional investors subscribed to the full allocation within 60 minutes despite initial share price declines of 8% on dilution concerns.
Funds will support global production expansion, research initiatives, and carbon-neutral ventures including energy storage systems and battery recycling operations. First-quarter revenue reached approximately $27.9 trillion won with profits of $4.5 trillion won, up 52.5% and 48.5% respectively year-over-year.
Analysts noted that energy price volatility is accelerating electrification transitions, while AI data center growth is driving additional demand for battery storage solutions, positioning the company for sustained long-term expansion.
NYC Cancels AI-Focused School Amid Parent Backlash
Plans for the nation's first artificial intelligence-specialized public high school were abandoned after thousands of parents signed petitions opposing generative AI integration in education. The institution was designed to teach computer science, robotics, and advanced mathematics with AI as a core learning tool, featuring partnerships with elite universities and tech corporations.
Parents expressed concerns that AI-dependent instruction would undermine critical thinking development. Additional objections included inadequate community consultation regarding facility sharing and the replacement of an existing specialized program, plus potential discriminatory impacts of selective admission processes.
Education oversight board officials reported overwhelming opposition to anything AI-related. The cancellation may influence similar initiatives elsewhere, though Boston is proceeding with AI curriculum rollout across all public high schools starting September.
Tech Giant Ends Cloud AI Exclusivity Deal
A major platform provider and its AI partner converted their exclusive arrangement into non-exclusive licensing, enabling enterprise ChatGPT services on competing cloud platforms including AWS and Google Cloud. The restructured agreement allows the original partner to retain IP licenses through 2032 while keeping all revenue from sales on its cloud platform until 2030.
Previously, the AI company shared 20% of model sales revenue with its cloud partner. Under the new structure, that revenue flow is suspended, giving the AI firm predictable costs while enabling legal expansion to rival cloud providers. AWS confirmed the AI models will be available on its Bedrock platform within weeks.
Beijing Blocks Silicon Valley Acquisition of AI Startup
Chinese regulatory authorities formally prohibited foreign acquisition of Manus, a 2022-founded company recognized for developing the world's first general-purpose AI agent. The social media conglomerate had agreed to purchase the firm for approximately $2.95 trillion won last December.
The National Development and Reform Commission initiated security reviews in January and summoned company executives back to China with travel restrictions last month. The decision parallels 2021 actions against a ride-hailing giant whose NYSE listing was blocked over data security concerns.
Japan Holds Rates Steady for Third Consecutive Meeting
The central bank maintained its benchmark rate at 0.75% amid regional instability and elevated energy costs. Three of nine policy board members dissented, advocating for an increase to 1.0% citing inflation risks despite geopolitical uncertainty.
Updated economic projections revealed contrasting trends: consumer price growth forecasts rose from 1.9% to 2.8% for the current year, while GDP growth estimates were halved from 1.0% to 0.5%. Officials warned that prolonged Middle East tensions could severely disrupt petroleum-derived product supply chains and industrial output.
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