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@ii.kk222: Huh🦢'#foryou #kalar #foryoupage #avtive #foryoupage

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Wednesday 19 August 2026 14:44:05 GMT
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Iran doesn't have to close the Strait to control the price of oil. They just have to prove they can. That changes the math permanently, and war risk premiums have tripled. Major shippers have suspended transits. 400 tankers holding 200 million barrels are sitting at anchor right now. A ceasefire doesn't reverse that. The market spent 50 years assuming Hormuz was open and safe. Now that assumption is gone. The risk premium it created doesn't disappear when the headlines calm down. Comment LETTER for the full breakdown in the Crown Macro Letter.
Iran doesn't have to close the Strait to control the price of oil. They just have to prove they can. That changes the math permanently, and war risk premiums have tripled. Major shippers have suspended transits. 400 tankers holding 200 million barrels are sitting at anchor right now. A ceasefire doesn't reverse that. The market spent 50 years assuming Hormuz was open and safe. Now that assumption is gone. The risk premium it created doesn't disappear when the headlines calm down. Comment LETTER for the full breakdown in the Crown Macro Letter.
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