2026.06.23 | Supply Chain: Navigating 60-Day Treasury Licenses & Mined Hormuz Lanes

Global energy markets are temporarily stabilizing, yet this administrative relief obscures persistent physical logistics constraints and compounding domestic infrastructure vulnerabilities. While a 60-day US Treasury license has driven Brent crude down to $77 per barrel, NBC News confirms the Strait of Hormuz remains partially mined, converging domestically with severe ERCOT grid strains and active CISA warnings for internet-exposed industrial control systems. Supply chain planners must establish alternative maritime routing ahead of the 60-day diplomatic expiration, while infrastructure operators must rapidly execute CISA isolation frameworks to secure operational technology. Receive the full evening briefing by subscribing to The Brewing Storm.