INTERTWINED THEMES REPORT — Week of June 28 – July 4, 2026

HORMUZ IS CRAWLING BACK OPEN BUT QATAR'S EXPORT MACHINE ISN'T HEALING WITH IT * NYK Line CEO Takaya Soga said Hormuz shipping will run below half of prewar levels for months. Read This: Financial Times * Iran is estimated to have laid about 80 mines in Hormuz'

July 6, 2026

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July 3, 2026

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July 1, 2026

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June 30, 2026

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June 29, 2026

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June 26, 2026

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June 25, 2026

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June 24, 2026

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June 23, 2026

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June 22, 2026

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