Black Fort Strategic Intelligence Brief · Edition 62
Black Fort Strategic Intelligence Brief — Edition 62 · May 25, 2026
A deal that reopens Hormuz to 20% of world oil supply in a 60-day negotiating window is the single most consequential near-term decision in global energy markets, great-power relations, and the nuclear proliferation sequence simultaneously — and it is not yet signed.
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- 10-Day Watch (by June 4)
- 30-Day Structural Risks
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Black Fort LLC is a U.S. geopolitical intelligence firm.
Not investment, legal, or security advice.