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Hormuz disruption driving energy shock

April 3, 2026Kalshi, *Walter Bloomberg, The Kobeissi Letter

Kalshi says the US and Iran are discussing a ceasefire tied to opening Hormuz, while Walter Bloomberg and The Kobeissi Letter amplify risks of closure and Asia's heavy dependence on the strait.

US and Iran reportedly discussing a deal involving ceasefire in exchange for opening Hormuz
IRAN'S MILITARY SPOKESMAN SHEKARCHI: STRAIT OF HORMUZ WILL BE CLOSED LONG-TERM TO US & ISRAEL
Asia's energy crisis is intensifying:
~45% of all crude oil and condensate imported by Asia flowed through the Strait of Hormuz in 2025
Kalshi
*Walter Bloomberg
The Kobeissi Letter
Mohamed A. El-Erian
oilgeopoliticsshipping

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