The Strait of Hormuz is not closed

The Strait of Hormuz is not closed. The Strait of Hormuz is not closed. The Strait of Hormuz is not closed. The Strait of Hormuz is not closed. The Strait of Hormuz is not closed. The Strait of Hormuz is not closed. And this time they sent an analyst to the Strait of Hormuz to see whether the official narrative that the Strait is closed actually matches that the Strait is not matches that the Strait of Hormuz to see whether the official narrative that the Strait is closed actually matches that the Strait is not closed. And this time they sent an analyst to the Strait of Hormuz to see whether the official narrative that the Strait is closed actually matches that the Strait is not closed. And this time they sent an analyst to the Strait of Hormuz to see whether the official narrative that the Strait is closed actually matches that the Strait is not closed. And this time they sent an analyst opened and mechanically managed for those who are willing to play along. Ships waiting cues, contact middlemen and brokers, submit flag details, ownship structures and prove no alignment to the US. If they pass diligence process, there's another confirmation that lets them pass through the street safe. Many nations are actually using established diplomatic channels and are offering to unfreeze Iranian assets locked up in foreign bank accounts to pay for their passage. What's most shocking is that US allies are actually negotiating terms independently. Ships from France Greece, India, Malaysia, Japan have all been confirmed to pass through the street. But Sardinia is an investment firm, so they also talk about macro market impact. Starting with how energy and shipping has been mispriced because the market thinks that the street is closed based on bad information and supply is actually much higher than people think. But this market fear of complete closure would lead to exploding oil prices, high inflation and the Fed raising rates to manage. So the news that the street is actually partially open cools down the system of it. Supply chains are card. Even if the straight opens tomorrow, it'll take almost a year for global supply chains to completely re-synchronize. And most shockingly again is this change in global political dynamics. As the article predicts countries to start seeking energy sovereignty moving forward. Sathrani mentioned specific trade they've made in positions they're taking like lending Norway for energy independence or Japan because they've shown diplomatic flexibility to actually pay the bill and pass the straight. Shorting countries like Australia who are exposed to this Pacific disruption. The article actually includes a whole list of trades If you're interested in learning more