Insurance — Strait of Hormuz Blockade Threatens Marine and Energy Insurance Markets as Hedge Funds Reshape Reinsurance Capital Structure

Insurance · 2026-04-13

TODAY'S SIGNAL — The insurance industry faces a convergence of geopolitical, structural, and climate pressures today. The most immediate threat is the U.S. blockade of the Strait of Hormuz following collapsed Iran negotiations, which will stress marine cargo, war risk, energy, and trade credit lines simultaneously — oil tankers are already diverting. This is not a hypothetical: the blockade…