2026.06.22 | Supply Chain: Navigating Zero Hormuz Transits & $78 Crude Pricing

Global financial markets have artificially depressed oil prices based on a fragile 60-day diplomatic roadmap, entirely discounting the physical paralysis of a heavily mined maritime chokepoint. While a US Treasury general license and Swiss negotiations drove Brent crude down to roughly $78 a barrel, verified AIS telemetry confirms zero outbound commercial transits from the Strait of Hormuz due to unissued marine war risk insurance. Infrastructure and enterprise professionals must utilize this 60-day diplomatic window to segment internet-exposed SCADA systems and programmable logic controllers (PLCs) against anticipated cyber escalations if the framework collapses. Receive the full evening briefing by subscribing to The Brewing Storm.