S6/10Geopolitical
Hormuz closure threatens renewed oil supply crunch
Also in today’s newsletter: New York’s data centre crackdown and the new era of critical mineral diplomacy
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⚠️ A model estimate of cascade risk — not a guarantee and not buy/sell. Calibration uses resolved outcomes only; monitor confirmation indicators below.
A
Эскалация— 37% model probability
Forecast derived from cascade analysis. Watch confirmation indicators below.
Horizon: 7–30 days