SmartX(@SmartXTerminal):A week ago the market had the Iranian blockade ending in August. It does not anymore. Ends by Aug 31 64.5% a week ago, 36.5% now Ends by Sep 30 84.0% a week ago, 59.5% now Ends by Oct 31 88.0% a week ago, 70.0% now Every date on the curve moved down. $11.7M is sitting on this one question. Oil is pricing the same thing. WTI touching $90 in August is up to 40%, and the Strait of Hormuz returning to normal by month end is down to 4.3%.

SmartX

@SmartXTerminal

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가입 February 2026

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SmartX@SmartXTerminal

2026.08.11 14:57

A week ago the market had the Iranian blockade ending in August. It does not anymore. Ends by Aug 31 64.5% a week ago, 36.5% now Ends by Sep 30 84.0% a week ago, 59.5% now Ends by Oct 31 88.0% a week ago, 70.0% now Every date on the curve moved down. $11.7M is sitting on this one question. Oil is pricing the same thing. WTI touching $90 in August is up to 40%, and the Strait of Hormuz returning to normal by month end is down to 4.3%.