4,000x Insurance Wall Anchors July 31 Hormuz at 44.5%, 25pp Above June 30
The July 31 Hormuz recovery contract holds at 44.5% as of 03:12 UTC Friday, 25pp above its June 30 sibling at 19.5%.
As military escalation tripled the June 30 Hormuz contract overnight, the July 31 variant has gained 19pp to 44.5% as of 03:12 UTC Friday — now 25 percentage points above the June 30 contract at 19.5%. That gap is the market's live read on one structural question: can the physical bottlenecks keeping Hormuz shuttered clear in 18 days or 49?
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