Weekend Transit Record Fires Hormuz July YES to Session-High 53.5%
The Hormuz July-31 contract climbed to 53.5% at 10:41 UTC Thursday on record post-accord weekend tanker traffic, with central-channel mines the remaining wildcard.

The Strait of Hormuz July-31 recovery contract hit a session high of 53.5% as of 10:41 UTC Thursday, up 11 percentage points from Wednesday's 42.5% session open and through the 48.5% ceiling it held earlier Thursday morning. The gap between the Iran peace deal and this recovery contract encodes not diplomatic risk but an operational one: mines still in the central channel, daily transit counts still shy of the 60-ship resolution trigger.
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