Ceasefire Extension Lifts Hormuz Recovery to 24%; Mine Wall Holds
The Hormuz end-of-June recovery contract reached 24% Friday after Trump's ceasefire extension spurred YES buying; mine-clearance timelines and $1M-per-ship tolls cap the upside.
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The Strait of Hormuz end-of-June traffic-normalization contract reached 24% at 10:13 UTC Friday, up 16.5 percentage points from its 7.5% session open Thursday, after Trump's June 11 declaration of a 60-day ceasefire extension drew fresh YES buying. As Orakll reported at 19.5% earlier this morning, the contract has more than tripled since Thursday's open — yet structural bottlenecks keep it well below a coin-flip. The market resolves YES only if IMF Portwatch publishes a 7-day moving average of Strait transit calls at or above 60 before June 30.
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