The Logistics Whiplash: The closure of the Strait of Hormuz, coupled with the mass rerouting of vessels around the Cape of Good Hope, has forced tankers forced into 4,000-mile detours, adding weeks to every journey and depleting global vessel capacity. This is not just a delay; it is a functional reduction of the world’s tanker fleet, driving freight costs to record highs and stranding millions of barrels without a viable path to market.
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