Monday, May 04, 2026

I Remember The Reagan Era, When The Market Knew Best

And could not be wrong:
Comment/Assessment: Strait of Hormuz

- Due to Iranian attempts since the start of the nominal ceasefire to champion an alternative transit framework for the Strait of Hormuz, that both strategically and financially benefits themselves, it’s HIGHLY LIKELY that Iran is seeking to undermine the newly announced Project Freedom framework by reintroducing the active threat to the strait.

- As seen during the Houthi strike campaign against commercial and naval shipping in the Red Sea and Bab el Mandeb Strait, Iran understands that it does not have to maintain a high tempo of strikes to reintroduce doubt for seafarers looking to transit the strait.

Due to this, it’s LIKELY that the recently announced Project Freedom framework will be met with reticence by both insurance companies and nations looking to push traffic through the contested thoroughfare if the U.S. is unable to mitigate the threat of Iranian fires to commercial shipping.

No comments:

Post a Comment