The Strait Reopens—But the Clock Is Ticking Iran has agreed to reopen the Strait of Hormuz. Sounds like good news. It’s not. This is not stability. This is a pause. A 14-day window. A temporary truce in a critical artery that moves nearly 20% of the world’s oil. That’s not peace. That’s leverage. And when one chokepoint controls that much energy, the people in charge don’t just give it up. They use it. They price it. They squeeze it. Supply Chains Don’t Magically Heal Let’s get one thing straight: supply chains don’t reset overnight. Five weeks of disruption doesn’t disappear in two weeks of “coordinated passage.” Ships are backed up. Routes are scrambled. Infrastructure is damaged. Energy production is still…
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