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Karen Gibson
Academy Securities Geopolitical Intelligence Group (advisor; retired Lieutenant General)
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She argues Iran's leadership sees this as existential and can absorb pain, its drone capability is cheap and hard to eliminate, and that commercial shippers and insurers, not governments, decide when the strait is effectively open: 'Iran doesn't have to do much at all to raise the perception of risk. And that will be a very difficult matter to resolve' @12:39.
“And so continuing to attack these assets that are being used to affect shipping is probably not going to be enough to change Iran's strategic calculus.”
WTI crude since this was said: ▲ +2.4% · 84.91 → 86.95 · as of 2026-07-22
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