“All four pillars co-locate around a single macro-event—the Strait of Hormuz closure—yet describe it from different time-horizons and vantage points. Mechanics and machine agree that Russia enjoys a short-term windfall, while machine flags that the benefit is fleeting. Map accepts the physical constraint (energy consumption must fall). Mood captures U.S. political turbulence rather than contesting the physical or economic assessments. Because the pillars do not contradict one another, the residual divergence collapses into a sequencing issue (short-term sugar-high vs. long-term insufficiency). Net posture: Elevated but non-critical risk; expect continued volatility in energy prices and political narratives, but no immediate systemic break.”