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Market Overwhelmingly Decides: Strait of Hormuz Traffic Cannot Return to Normal by End of June
The "No (Cannot Restore)" odds are only 1.05x, corresponding to a mere 5% probability for "Yes (Normalization)," with odds as high as 18.52x. The mainstream consensus of capital is that the Strait shipping disruption will persist until the end of June, and a full return to normal before month-end is an extremely low-probability event.