US-Iran talks ongoing, uncertainty around Strait of Hormuz remains

talks between the US and Iran are still ongoing, with mixed signals coming from both sides

the strait of hormuz is still a key point of tension, which could have implications for oil supply and energy markets

feels like markets haven’t fully reacted yet, curious how people are thinking about potential impact here

came across a quick summary of this on blossom earlier and it got me thinking about how underpriced this risk might be