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.
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.
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