Global Crude Featured The Cost of Coming Back... The strait is moving. The bill isn't. Hormuz transits recovered to around 60 vessels on 25 September, the most since early July.
Strait of Hormuz Featured The Second Chokepoint... Houthi forces took the Red Sea port of Mocha on 10 September, moving closer to Bab el-Mandeb. Hormuz remains blocked, with war-risk insurance adding close to $8 a barrel.
Strait of Hormuz Featured The Cost of a Closed Strait On the 18th of August, the UAE suspended all trade, commercial exchanges and financial transactions with Iran until further notice, after Iranian ballistic missiles landed in Emirati waters and UAE-owned tankers were attacked.
ADNOC Featured Fifteen Attacks Didn't Move the Market. Did Sixteen? This is the 16th such strike on an ADNOC vessel since the war began on February 28, a campaign that has now killed one crew member and injured 20 others across the run of incidents.
Strait of Hormuz Featured Hormuz, Round Two — Oil Reclaims the Century Mark... A ceasefire lull is over: Brent tops $100 for the first time since May as Iran, the US, and now the Houthis, escalate in parallel.
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.
