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U.S. Gas Prices Fall Below $4 After U.S.-Iran Memorandum

This signals market optimism that a U.S.-Iran memorandum to reopen the Strait of Hormuz could lower the wartime supply premium.

Overview

  • The national average price slipped to about $3.999 per gallon on Thursday, according to AAA, marking the first sustained move under $4 since March.
  • Traders pushed global crude prices down toward $78–$80 a barrel after reports of the U.S.-Iran agreement to end hostilities and reopen the Strait of Hormuz.
  • Analysts say the decline is largely sentiment driven because tanker routes, damaged facilities and halted production will take months to restore.
  • Prices remain well above year-ago and pre-war levels and vary widely by state, with California averaging about $5.64 per gallon and Indiana near $3.39.
  • Lower pump prices ease household costs and could ease inflationary pressure ahead of the midterms, but markets warn the trend could quickly reverse if the deal stalls or disruptions resume.