Middle East Producers Build Oil Shuttle System to Bypass Conflict Choke
π’οΈ HORMUZ β Producers aren't waiting for peace; they're rerouting around it. π LOOK CLOSER: Shuttle transshipment β smaller vessels moving cargo past the strait's kill zone β erodes Tehran's chokepoint leverage without reopening Hormuz. For Europe and Asia: supply at a premium, not cutoff. But if this hardens into permanent infrastructure, markets price the blockade as structural β and the de-escalation incentive Tehran's diplomats are banking on evaporates.