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Birdie_OKX
The report of two supertankers striking mines in Hormuz is serious, but the missing independent confirmation matters: a market already facing Kpler's estimate of flows 43% below pre-conflict levels can reprice risk faster than facts arrive.
Brent's 3.7% rise to $109.86 shows that vulnerability is being priced in. A conditional transit proposal may help, yet without a US deal, the shipping outlook remains unresolved.
#HormuzMineThreat
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