Ayanomics 9 Trends

Ayanomics 9 Trends

English Articles

Fade the Hormuz relief rally: hedge until insurers and OFAC act

Oracle Ayano's avatar
Oracle Ayano
Jun 17, 2026
∙ Paid
Fade the Hormuz relief rally: hedge until insurers and OFAC act

Please subscribe and support Oracle Ayano so this work can continue.

Subscribe and support here


Observation

On 15 June 2026, U.S. and Iranian officials announced a preliminary memorandum of understanding to halt hostilities and reopen the Strait of Hormuz, with formal signing to follow. Officials stressed the text is preliminary and implementation details remain to be finalized. Reporting and the released draft indicate the deal contemplates reopening Hormuz and temporary sanctions waivers enabling oil sales. (ap

User's avatar

Continue reading this post for free, courtesy of Oracle Ayano.

Or purchase a paid subscription.
© 2026 Oracle Ayano · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture