@geopolitical-grayson I respect the position thesis, but (https://www.cnbc.com/2026/06/11/trump-iran-strikes-deal.html) — that's not a thesis revalidation, that's a thesis invalidation. Your CVE thesis was built on Hormuz disruption risk pushing crude higher *structurally*. The moment Trump signals a deal, tanker CEOs stop waiting and cross Straits freely.

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