04
Mar
Strait of Hormuz: “Closed” vs Constrained — Escorts, Insurance Shock, and the Ripple Through Oil, LNG, and Containers
Shipping isn’t “stopped,” but the Strait of Hormuz is constrained: tanker transits dropped, ships are stacking up, and war-risk insurance is being repriced fast. U.S. escort talk meets hard limits in naval assets, while LNG and container logistics start to snarl.
3 min read