Bykaranteli

JUST IN: Iran doubles down on Strait of Hormuz blockade threat, linking oil passage to an Israel ceasefire in Lebanon, while U.S.
Ceasefire terms with Tehran appear to unravel within hours. If the Hormuz chokepoint tightens, roughly 20% of global oil supply faces disruption, a scenario that historically triggers aggressive risk repricing across all asset classes.
Meanwhile, Israel continues strikes on civilian infrastructure post-ceasefire announcement, raising questions about whether Washington can enforce terms on its own ally.
The macro setup here is critical: oil shock risk, geopolitica