Iran's Hormuz Leverage Has a Two-Month Expiry, Analyst Warns

🛢️ HORMUZ — Iran is blockading a strait it can't use either. 📌 LOOK CLOSER: Kpler's math reframes the standoff: Iran's oil revenue hits zero within two months if the mutual blockade holds, gutting the IRGC's operational budget and Khamenei's domestic legitimacy simultaneously. Tehran's leverage is real but time-limited — which explains the selective traffic releases and why Araghchi's team hasn't walked away from the MOU table despite hardliner pressure.