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THIS: "Even if the ceasefire holds, the strategic landscape has shifted in ways that cannot be undone. Iran’s months‑long blockade shattered a decades‑old taboo and demonstrated its ability to weaponise the strait at will." www.lloydslist.com/LL1157463/A-...
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A 60‑day US–Iran ceasefire promises to re-open the Strait of Hormuz, triggering rapid market reactions, but the maritime sector remains cautious amid unclear rules, unresolved nuclear negotiations and fears of reclosure
www.lloydslist.com
A fragile thaw in Hormuz but timing and sequence now matter
Caitlin Talmadge