guerraeeuueira

I. Introduction: The Heart of Global Trade🛑
The Strait of Hormuz isn't just a geographical feature; it's the main bottleneck of the global economy. At this point, where between 20% and 30% of the world's oil consumption flows, a battle of interests is unfolding that could redefine asset values in 2026. The current tension between the U.S. and Iran has slashed crude flow from around ~20 mb/d to a severe reduction of just ~3.8 mb/d, creating an unprecedented supply shock.