TWINPAC
I think the Iranians know enough about him now to know that even though he may withdraw, it won't be shamefaced and defeated. THEY will have to be the ones to attribute such attributes to his withdrawal/defeat. Some in the American media will amplify their claims as shipping through the strait returns to normal.
Some of the biggest losers in this will be the oil producers in the Middle East; the Saudi's especially. With Iran and Oman collecting tolls, Middle Eastern oil will become more expensive; especially compared to the Venezuelan oil expected to come online in a few years. Also, the frailty of the Middle Eastern oil supply is going to give a nudge to renewables and encourage the development of alternate sources. Either way, the world is done with dealing with the uncertainly of the oil supply emanating out of the Middle East.
If there is any moment in time that highlights the need to get off of fossil fuels; this is it. There have been signals in the past that went unheeded but now it is inescapable. As Europe reconfigures it's energy infrastructure, instead of looking east for fuel, it should be looking south; to Africa. Spend money there to build out the fossil fuel capabilities of African countries until it can rid itself of its dependence on oil from the middle east and the USA. It will take time but it won't happen if you don't start.