Recent market movements reflect ongoing sensitivities to energy transit disruptions in the Persian Gulf, where the Strait of Hormuz continues to account for roughly 21 percent of global petroleum liquids trade according to U.S. Energy Information Administration data. The absence of any announced reopening following the Trump visit to China has amplified concerns over supply chain resilience, echoing patterns observed in prior episodes of regional tension. Official Chinese statements emphasized continued bilateral economic dialogue without referencing specific maritime access commitments, while U.S. policy documents highlight the Strait's designation as a critical chokepoint under longstanding national security assessments. Historical parallels from 2022 demonstrate how even temporary uncertainties around Hormuz transit can contribute to upward pressure on benchmark crude prices and broader inflationary indicators tracked by the Federal Reserve. Multiple perspectives emerge from primary records: Beijing prioritizes stable trade flows to support domestic growth targets, Washington maintains focus on alliance-based security arrangements in the Gulf, and independent energy analyses note that alternative routing options remain limited in the near term. Coverage of the immediate selloff in equities and bonds appears to understate the role of pre-existing inventory data releases from the EIA, which independently signaled tightening supplies prior to the diplomatic summit.