RE: LeoThread 2026-04-02 13-19

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Data matters:

20% of global oil flows through the Strait of Hormuz

Iran has already signalled:

Tolls, yuan settlement, alternative rails

What matters now?

Not just who controls the oil…



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But how it's paid for when the Strait reopens — the focus will be on payment arrangements

Uhmm, that's quite unclear. petrodollar could still remain dominant

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