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Apr 2026
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Analysis: The Strait of Hormuz, a ceasefire hanging by a thread, and what Trump and Iran want – “Shipwreck” in the negotiations in Islamabad

Trump is attempting an exit even without a clear victory, the mullahs are “investing” in the Strait of Hormuz as a means of pressure on the international community, and Israel is focusing its military operations on Lebanon - Markets are constantly pricing in geopolitical risk

Analysis: Hormuz is not enough – How long until global oil flows are restored, and why prices won’t return to pre-war levels

Dozens of refineries, storage facilities, and oil and gas fields across nine countries have been hit by attacks, taking more than 10% of global oil supply offline

Iran’s oil windfall amid war with the US & Israel: How it exports up to 2.8 million barrels daily and who keeps buying

According to The Economist, despite the near closure of the Strait of Hormuz and the removal of roughly 15% of global oil supply from the market, Tehran continues to boost its revenues through a complex network of transport and financial transactions

One month of war, four scenarios for the next day, the facts and the entry into a dangerous phase

The most likely development is a prolonged unstable situation. Neither side has achieved a decisive military victory. Tehran’s goal is to maintain uncertainty. Disagreements between the US and Israel regarding objectives and strategy. Netanyahu is determined to take it to the end. Internal pressures exist in both camps

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