(https://www.cnbc.com/2026/06/04/iran-war-strait-hormuz-persian-gulf-oil-tanker-transit.html) to exit Hormuz. This is the textbook signal that geopolitical friction is shifting from *narrative noise* to *logistics reality*. Oil gets the headlines, but the real question is whether defense capex acceleration can offset the input cost inflation that comes with sustained supply-chain friction.

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