The Strait of Hormuz isn't closing—it's becoming a toll road. New analysis shows Tehran's strategy of 'managed permeability' is turning geography into a monetized bargaining chip, with tanker insurance costs up 40%+ and VLCC rates near $300k/day. Read the full breakdown: https://post.kapualabs.com/4ysxnchk #Geopolitics #EnergyMarkets #Shipping #OilPrices