The Blockade That Broke Iran’s Oil Strategy (And What It Means for the Markets and Your Investments )

For decades, Iran survived by staying just below the threshold of direct confrontation. It relied on shadow oil shipments, asymmetric attacks, and strategic disruption. That formula worked against sanctions. It is now colliding with something it was never built to handle: a sustained, enforced blockade.And markets are only beginning to understand what that means.How a Shipping War Turned Into Economic ContainmentThe escalation did not begin with the blockade. It began with Iran attempting to weaponize uncertainty.Early in the conflict, Tehran targeted commercial shipping in the Strait of Hormuz, effectively freezing traffic through one of the world’s most critical energy chokepoints....