Horizon Brief: Dire Straits

02 May 2026: Dire Straits, The Strait That Won’t Reopen; System Insights

In this edition: signal; on the radar; systemic insights; what I am reading; and one last thing.

Signal

Dire Straits: The Strait That Won’t Reopen

Despite the ceasefire framework agreed in early April, the world’s most critical maritime chokepoint, the Strait of Hormuz, remained severely disrupted and highly abnormal for commercial shipping this week, kee…