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.
Market data temporarily unavailable
- Contract
- Condition
The Strait of Hormuz June-end recovery contract held at 21.5% as of 04:03 UTC Tuesday — down from a 24-hour opening of 0.275, with a session low of 0.155 in the rearview — as traders price the structural gap between diplomatic progress and the months-long logistics recovery needed to push IMF Portwatch's 7-day transit average to the 60-call resolution threshold before June 30.
¶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 Clock and Insurance Surge Pin Hormuz Recovery at 29.5%
The Hormuz recovery contract holds at 29.5% Monday, blocked below 30% by mine-clearance timelines and insurance-premium spikes despite the ceasefire.
Filed June 15, 2026
Economics Insurance Wall and Mine Backlog Hold Hormuz Recovery at 8.5%
The Strait of Hormuz recovery contract sits at 8.5% as of Wednesday evening — down 1pp on the session — as 4,000× war-risk premiums and a mine backlog outlast nearly a week of ceasefire.
Filed June 10, 2026
Economics Five Daily Transits and 4,000× Insurance Surge Anchor Hormuz June at 20.5%
Just four daily transits versus a 60-average resolution bar kept the Hormuz June recovery contract at 20.5% Wednesday, down 1pp.