Hormuz Recovery Holds Near Coin Flip as Ceasefire Leaves Shipping Stranded
The July-31 Hormuz traffic-normalization contract sits at 48.5% as of 13:05 UTC Sunday, down 7 points from its 0.555 session open as the May MOU deadline expires unsigned.

The July-31 Strait of Hormuz traffic-normalization contract stands at 48.5% as of its 13:05 UTC price point Sunday — down 7 percentage points from a 0.555 session open — as the May ceasefire deadline passes without a formally signed MOU. Prior Orakll coverage tracked the contract at 47.5¢ earlier Sunday before a modest bounce; the 24-hour range runs from a 0.465 floor to the 0.555 open.
¶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. Start a 7-day free trial to read on.
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. Four search tools.
Read next
Economics June Hormuz Recovery Holds at 21.5% as Logistics Gap Defies Ceasefire
At 21.5% as of 04:03 UTC Tuesday, the June-end Hormuz recovery contract has shed 6pp in 24 hours, pricing a structural logistics collapse that a ceasefire alone cannot fix.
22¢implied▼−3.0 ptsFiled 10h ago
Politics Hormuz June Recovery Collapses to 32.5% as Shipping Physics Diverge from Diplomacy
The end-of-June Strait traffic-recovery contract sits at 32.5% as of 13:07 UTC May 28 — down 17pp from its May 24 coinflip and 11pp in the last 24 hours alone.