Tag: Hormuz

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Morning Briefing — Thursday, April 23, 2026 · 9:42 AM EST · ~1,150 words

Colin Henderson

Today’s environment is dominated by a single structural thread: the Iran ceasefire is holding — barely — while the conditions for its collapse are accumulating in real time. The IMF’s Spring Outlook published this week puts hard numbers on the damage already done. UK domestic politics has its own destabilising drama that is eroding what was left of Starmer’s authority. The AI governance picture is hardening on both sides of the Atlantic, with more institutional scaffolding than actual constraint. 1. Top Stories — What Changed Iran ceasefire extended without deadline; Hormuz seizures continue (Day 55)Trump extended the two-week truce on … Continue reading Morning Briefing — Thursday, April 23, 2026 · 9:42 AM EST · ~1,150 words

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Iran Offers Europe a Hormuz Lifeline — and the Price Could Be the Dollar

Colin Henderson

“Iran Offers Europe a Hormuz Lifeline — and the Price Could Be the Dollar” — IBTimes UK, April 4, 2026 https://www.ibtimes.co.uk/iran-strait-hormuz-transit-negotiations-1790190 Worth reading because it connects the immediate Hormuz transit negotiation to the structural BRICS-dollar question: non-dollar energy settlement mechanisms, the US national debt crossing $39 trillion mid-war, and the emerging pattern of European nations negotiating separately with Iran. One of the cleaner structural pieces published this week amid a lot of operational noise. ———————————————- Iran’s proposal to negotiate transit access through the Strait of Hormuz could reshape global energy dynamics and challenge the petrodollar system. Bernadette B. TixonPublished 04 April … Continue reading Iran Offers Europe a Hormuz Lifeline — and the Price Could Be the Dollar