Intelligence Briefs
Forecasts we published before the event — and what happened after.
We said ignore the ceasefire.
We called the Hormuz ceasefire three weeks early — and said it would be operationally meaningless. Cape contracts held. Seven forecasts verified after 25 days.
Read the verification →The Hormuz Brief
We modeled what a Hormuz closure triggers: carrier halts, Cape reroutes, port overloads, and a freight spike that hits every continent.
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