Iran Strikes VLCC Carrying 2.5 Million Barrels in Strait of Hormuz
🛢️ HORMUZ — Tehran just torched the selective tolerance theory. 📌 LOOK CLOSER: This morning's LNG peak post showed Iran tolerating selective transit. A VLCC strike — 2.5 million barrels — ends that reading. Tehran is responding to the third carrier or signaling Doha is dead. For European refiners absorbing $100+ Brent, a VLCC hit triggers war-risk insurance suspension on all tanker routes. The naval surge planned for post-midterms just became the present tense.
