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The Final Push Toward A Deal And Why I'm Now Fully Invested

Geopolitics & WarTransportation & LogisticsSanctions & Export ControlsEnergy Markets & Prices

Commercial traffic through the Strait of Hormuz resumed on April 17, but passage still requires Iranian coordination and safe-lane restrictions remain in place. The U.S. blockade of Iran-bound traffic is still active, leaving the situation geopolitically tense despite signs the Middle East crisis may be entering its final phase.

Analysis

Commercial traffic through the Strait of Hormuz resumed on April 17, but passage still requires Iranian coordination and safe-lane restrictions remain in place. The U.S. blockade of Iran-bound traffic is still active, leaving the situation geopolitically tense despite signs the Middle East crisis may be entering its final phase.

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