3/5 🧵 Bottom line: this piece says the Hormuz crisis is nearing the point where narrative games stop working and material interests take over. China wants stable oil, the U.S. wants the blackmail game finished, and Iran’s room to drag this out is shrinking. Strong thesis, very opinionated, and worth reading with your skepticism switched on. 📎 Source1/5 🧵 Iran’s real weapon here isn’t closing the Strait of Hormuz. It’s keeping everyone unsure whether it could. That ambiguity moves oil, headlines, and politics — but only for so long. The article’s whole thesis is that this bluff is decaying fast, and China may have just signaled the party’s over.
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