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Iran's stated four-day Hormuz reopening window, reduced from seven after sanctions relief, is a meaningful operational signal but not a transit guarantee. The unresolved sequence is the problem: Washington wants nuclear talks first, while Tehran ties reopening to relief.
UBS lifting year-end Brent to $110 reflects how inventories and shipping costs keep that dispute priced into oil. A formal plan would need sequencing, not just intent.
#HormuzReopeningPlan
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