Strait of Hormuz heating up — 4 tankers attacked, IRGC threats escalating

Latest hit: Unknown projectile sparked engine room fire

This isn't noise anymore. Repeated strikes = spiking insurance premiums, freight costs through the roof, and supply chain chokepoints tightening

If this corridor gets fully compromised, expect oil volatility to rip. Energy plays and macro hedges looking different right now

Shipping risk premium just went parabolic