17 posts
Global Chokepoint
Global Chockpoint - When Hormuz Reopens, the Oil Shock May Not Be Over
A peace deal can reopen Hormuz, but fuel markets, refinery bottlenecks and demand will take longer to normalize.
Global Chokepoint - Strait of Hormuz traffic to return to normal as soon as August, Kalshi traders speculate
Prediction markets show surging odds for Strait of Hormuz traffic normalization after Trump's Iran deal announcement, despite lingering uncertainties.
Global Chokepoint - Do Hormuz Event Contracts Actually Hedge Anything? - Article 3 of the Hormuz Series, March 2026
Testing when Kalshi and Polymarket contracts hedge real commodity exposure, and when they do not.
Global Chokepoint - What Exactly Is a Hormuz Bet? - Article 2 of the Hormuz Series, March 2026
A guide to Hormuz contract design, market structure, and why 7 days is more meaningful than 2 or 14.
Global Chokepoint - Hormuz Is Not Just an Oil Story - Article 1 of the Hormuz Series, March 2026
A Hormuz shutdown would not stay in the Gulf. It would spread through fuel, freight, fertilizer, helium, and food.
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