Hormuz June Recovery at 21.5% as Physical Bottleneck Overrides Ceasefire
June Hormuz recovery at 21.5% as of 02:00 UTC Tuesday, down 6 points, as a physical shipping bottleneck offsets ceasefire momentum.
Market data temporarily unavailable
- Contract
- Condition
The June Hormuz recovery contract holds at 21.5% as of 02:00 UTC Tuesday, down 6 points from the 27.5% session open, extending a week-long slide from the 33.5¢ level where Orakll first mapped the logistics gap on May 30. A holding ceasefire and a functioning 95-ship-per-day shipping corridor are two very different things.
¶Why now
Orakll Subscriber
The rest of this story is for subscribers
The tape reads, the counter-view, and the priced-in math are for subscribers. Subscribe to read on.
Quant Dashboard
See where liquidity is positioning
Screener, order-book depth, correlation heatmap, and whale concentration — live.
Agent tokens
Wire your trading agent in 30 seconds
One URL + Bearer token into Claude Code, Cursor, or ChatGPT. Seventeen read tools.
Full articles
Read every story in full
The complete tape read, counter-view, and priced-in math on every report.
Read next
Economics Mine Backlog and War-Risk Premiums Anchor Hormuz June Contract at 15.5%
The Hormuz June-end recovery contract holds at 15.5% as of 22:11 UTC Thursday, with PortWatch recording just 10 daily transits against a 60-transit resolution bar.
Filed June 5, 2026
Economics Mine Backlog and Stranded Fleet Anchor Hormuz June Recovery at 21.5¢
The June-end Hormuz recovery contract holds at 21.5% on Tuesday evening as mines, stranded vessels, and insurance gaps defy the ceasefire.
Filed June 2, 2026
Economics Pentagon's Six-Month Estimate Anchors Hormuz June Recovery at 17.5%
The Hormuz June recovery contract held at 17.5% as of 19:54 UTC Tuesday, down 4 percentage points from Monday's session open.
Filed June 16, 2026
Economics Hormuz June Contract Hits 16.5% Low as Mine-Clock Math Holds
Hormuz's end-of-June contract is at 17.5% at 08:25 UTC Tuesday, down 13 pp from Monday's open, as mine-clearance timelines block any June 30 YES.
Filed June 16, 2026
Economics Hormuz June Contract at 15.5% as Transits Trail Resolution Bar by 6×
The Hormuz June-end contract drifted to 15.5% Thursday as daily transits held at 11% of pre-crisis baseline, far below the 60-call resolution bar.
Filed June 4, 2026
Economics Vessel Backlog and 4,000× Insurance Premiums Hold Hormuz June Contract at 15.5%
The June-end Hormuz recovery contract sat at 15.5% at 08:34 UTC Thursday, down 5pp from its session open, as ~412 trapped vessels and prohibitive war-risk costs block normalization.
Filed June 4, 2026