Strait of Hormuz Featured Ceasefire on Hold, Markets on Hope... Markets rally on ceasefire hope — but the Pentagon keeps the strike option warm.
Strait of Hormuz Featured TRUCE IN NAME ONLY-The Ceasefire is Holding on Paper. The Strait of Hormuz is not... Three months into the most consequential energy supply shock since the 1970s, the Gulf is operating under a paradox: a ceasefire that everyone claims is in force and nobody is fully honouring.
Abu Dhabi Featured OPEC Exit — Abu Dhabi Breaks Free... The UAE dropped its bombshell on Tuesday: effective May 1, Abu Dhabi exits both OPEC and OPEC+, ending a membership that dates back to 1967 — four years before the federation itself was formed.
War Featured CEASEFIRE- A Fragile Truce Buys Two Weeks — but the Terms Remain Fiercely Contested Less than two hours before Trump's deadline for Iran to reopen the Strait of Hormuz, the United States and Iran agreed to a two-week ceasefire — announced via a Truth Social post and brokered by Pakistani Prime Minister Shehbaz Sharif and Field Marshal Asim Munir.
Oil Prices Featured GLOBAL SHOCKWAVES — THE HORMUZ CHOKEPOINT REDEFINES RISK The IEA warned the Hormuz closure — chokepoint for ~20% of global petroleum and 25% of LNG — could become the largest oil supply disruption on record, with global output expected to fall 8mn bpd in March (~8% of world demand.
