Rubio: Oil Flow Through Strait of Hormuz Near Pre-War Levels

The signal here is rhetorical rather than data-driven: a senior US official asserting normalization in the world's most critical oil chokepoint without figures or a timeline leaves markets to verify the claim independently. That matters for tanker operators, insurers and refiners who price Hormuz risk into freight and coverage, and for anyone holding energy exposure tied to Gulf flows. The open question is whether observed transit volumes and insurance costs corroborate the statement, since a headline-level reassurance without supporting detail carries limited weight until the underlying shipping data catches up.