In the third episode of The Assessment, Charlie Edwards, Emile Hokayem and Elliot Hentov probe an AI forecast suggesting that it is unlikely that major carriers will announce a full resumption of services through the Strait of Hormuz before the end of the year.
They explore Iran's 17 August fee deadline, the insurance and mine-clearance bottlenecks and what a semi-permanent Cape detour would mean for global trade.
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