Insurance Wall and Mine Backlog Hold Hormuz Recovery at 26.5%
The Hormuz traffic-recovery contract holds at 26.5% as of 02:00 UTC Monday, up 6pp on Iran deal news but anchored by mine-clearance timelines that stretch well past June 30.
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The Strait of Hormuz traffic-recovery contract is pricing YES at 26.5% as of 02:00 UTC Monday, June 15 — up 6 percentage points over the prior 24 hours as the Iran peace deal lifted sentiment. As covered last night, deal-driven optimism briefly carried the contract above 30% before structural shipping barriers reasserted themselves against the June 30 resolution deadline.
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