The Hormuz Note, Four Months On
Five predictions from the April 2026 note, scored against sourced outcomes to 13 September 2026. Aggregate 0.64 out of 1.00, with the spread call recorded as incorrect.
Five predictions from the April 2026 note, scored against sourced outcomes to 13 September 2026. Aggregate 0.64 out of 1.00, with the spread call recorded as incorrect.
A 30-page research note on the structural transformation of oil market architecture triggered by the April 2026 Hormuz crisis. Full version available on request.
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