💼 Business 6h ago · Erik Bethel, Ami Daniel

The Strait of Hormuz is a data problem, not just a military one

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The Strait of Hormuz is a data problem, not just a military one
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Since the first tanker pushed through it, the Strait of Hormuz has been treated as a static math problem. You tallied the hulls, weighed the warheads and assumed you knew the score. If you could map the Fifth Fleet’s tonnage against the IRGC’s mine density, you had a working theory on who held the leverage and what a barrel of crude ought to cost. For decades, we looked at those 21 miles of water and saw a cage made of steel.



That logic is now an artifact. The “grey hull&#82

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