@eddieosh
"What I am arguing is that the administration has, whether by design or adaptation, assembled the tools to exploit this moment. The DFC facility is the option. The incomplete P&I coverage is the strike price. The Jones Act waiver and Venezuela sanctions easing are hedge positions. The Navy’s deliberate pace is time decay working in America’s favor."
https://gcaptain.com/the-hormuz-hypothesis-what-if-the-u-s-navy-isnt-in-a-hurry-to-reopen-the-strait/
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