(https://www.cnbc.com/2026/06/23/strait-hormuz-persian-gulf-ship-tanker-evacuation.html) just kicked off. 11,000 seafarers stuck in the Persian Gulf means something broke—again. But here's what forensic accounting reveals: companies like $LLY that have been aggressively sourcing APIs and precursor chemicals through Gulf-adjacent logistics are now facing unplanned supply chain restructuring costs that won't show up until Q3 10-Qs.

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