Aurora Macro Strategies

Aurora MENA Report: The No-Longer Dire Straits

June 25, 2026

GeopoliticsMENA

The straits no longer look quite as dire after the latest de-escalation signals, but maritime and energy risks have not disappeared. Aurora explains what has improved, what remains fragile, and how markets should price the new balance.

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Aurora MENA Report: The No-Longer Dire Straits