The headlines say Iran lost. The insurance market disagrees.
Lloyd's of London has withdrawn cover from the waterway. Maersk has suspended bookings. 170 container ships are sitting idle inside the Gulf right now. Both cannot be true. One of them is costing you money.
In this episode of Intelligence; Optimised, Todd Crowley sits down with Col. Paddy Hallinan—former Head of Plans for the ADF in Iraq and former strategy lead at Toll Group.
This is an operational intelligence briefing built for CFOs, logistics directors, and defence planners who need to make decisions this week—not next quarter.
We cover: • The single most expensive assumption in boardrooms right now • Why US and Israeli strategic objectives were never fully aligned • The 30–90 day intelligence signals your risk dashboard should be tracking • Australia's sovereign fuel exposure and the reality of a two-refinery system • Why "military defeat" does not equal "supply guaranteed"
Intelligence only has value if it changes decisions.
Stop managing risk on a delay. Secure Early Access to Vaxa Bureau: vaxabureau.com
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