Tehran has set a hard 30-day deadline for the U.S. to lift the naval blockade

Well, Iran just called the White House’s bluff with a thirty-day fuse.

Dozens of nations have joined a frantic call to reopen the oil artery tonight…

The clock is officially ticking on a global energy catastrophe.

Axios leak ties deal to Lebanon ceasefire…

Crude futures stuck at $125…

Traders calling it a floor now…

Shipping lanes thinning out fast…

Insurers refusing coverage on key routes…

Strait of Hormuz still moving oil…

Flow no longer normal…

War risk premiums up ~1,000%…

Tankers pulled quietly from service…

Asia hit first on pricing…

Weaker currencies plus higher crude…

US shale exports near 6 million barrels/day…

Domestic supply soaking demand shock…

Dark fleet activity rising in Gulf of Oman…

Tankers testing passage limits…

One incident resets insurance pricing again…

Markets react to headlines…

Logistics reacts to risk…

$125 oil starting to behave like a floor…

30-day clock driving positioning…

No clean exit forming…

Just tighter flow and slower trade…