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Geopolitical Supply Risk confidence 62/100

Iran Claims Authority to Restrict Hormuz Transit to Designated Lanes, Defying UNCLOS Norms

Tehran's unilateral lane declaration threatens ~20M bbl/day of oil flows; echoes 2011-2019 posturing but enforcement status and link to any US deal remain unverified.

ndtv-profit-business · 6/28/2026, 1:45:21 PM · Ask about this →