Short Comment on Shipping in Hormuz Strait
Despite bullish factors, bearish factors remain strong. What's the net outcome?
Source: Kpler, 2025
Iran cannot close the Hormuz Strait, which is wide, shared with Oman, and protected by the US, UK, French, and Indian navies, along with a 34-country coalition ensuring the security of regional navigation.
Iran has no interest in disrupting the Hormuz Strait, as most of its imports and exports pass through it, with 83% of Gulf oil and 87% of LNG going to Asia, with tiny amount going to the US and nothing to Israel.
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