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#夏日创作营 #美伊暂停互袭# The Strait of Hormuz sees new variables again.
Iran intercepted six ships trying to pass through the Strait of Hormuz, and sent five of them back.
This means the impact of the situation in the Middle East is no longer just at the level of information—it has begun to affect actual shipping.
The Strait of Hormuz handles about one-fifth of the world’s crude oil transportation. Once passage continues to be obstructed, oil prices, inflation expectations, and global risk assets could all be affected.
The key focus for the market next is not what someone said, but whether transportation through the Strait of Hormuz can return to normal.
As long as shipping risk remains, oil prices and market volatility will be hard to truly calm down.