Recently, news about the Strait of Hormuz can be described as an increasingly chaotic mix of information~


On one hand, Trump is leading a fleet of naval ships saying he wants to escort tankers, and the scene sounds quite impressive; on the other hand, Iran is "selectively allowing passage" for tankers other than those from the US and Israel, making the situation even more complicated. There's a lot of news and multiple positions, but the core logic is actually simple: the game is still ongoing~
The key to the problem lies in the geographic structure of the Strait of Hormuz itself.
The narrowest part of this waterway is only tens of kilometers wide, with concentrated shipping lanes and narrow terrain, which is naturally not very suitable for large-scale escort systems to operate. In theory, escorting sounds very dominant, but the practical execution difficulty is quite high—once tensions rise, any minor friction could be rapidly amplified.
For Iran, the Strait of Hormuz itself is a strategic trump card.
As long as this place maintains a certain level of uncertainty, the global energy market will remain tense, which is also one of its most powerful chips~
So although the information the market is seeing now is chaotic, one thing is very clear:
As long as the uncertainty in the Strait of Hormuz persists, oil prices and financial markets will find it difficult to truly settle down~
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