The Strait of Hormuz: A Fragile Chokehold (Persian Gulf Aftermath: Peace, but at what cost? part I)

The war in the Gulf is at a turning point, but the markets are dangerously optimistic. While many hope for a swift return to ‘normal,’ my latest analysis of the Strait of Hormuz suggests we are facing a year-long recovery process fraught with drifting mines and ecological risks.

I’ve just published a deep dive into why the 0.5% inflation premium is here to stay and what the $58 billion repair bill means for global energy. You can read the full, detailed breakdown of the first part of my new series on Substack.