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Adam Smith's avatar

Sound analysis however the use of AI throughout 'genuinely' undermines its integrity.

Sovereign Wealth Intelligence's avatar

Thank you for the feedback on the content and writing style. While it remains an anonymous blog, I hope that you continue to find value in the arguments it lays out.

Jason Freeborn's avatar

Excellent and helpful analysis from SWoN. Thank you for your insights.

The Straits of Hormuz are, in fact, open if... Your ship is not associated with US, Israeli or other interests; the ship has been given its 'official' clearance because; you have paid the IRGC between USD 1m and USD 5m in ransom fees to transit through an international waterway.

Cassian Greene's avatar

Given this was no surprise it can hardly be called a true black swan event. Unpleasant, yes but the SWFs have been quietly hedging for this possibility just as the Gulf States themselves have.

Hopefully a true black swan is not around the corner and the Gulf will be positioned to take advantage of the new realities.