Tag
#Strait of Hormuz
Treasury yields fall as Iran deal cuts Fed hike odds
Treasury yields fell as the Iran deal cut oil-shock fears, lowered December Fed hike odds and pushed traders back into duration.
Oil surges 5.1pc to $93 as US strikes Iran for second night; stock futures slide
Oil surged 5.1 per cent to $93.15 a barrel and US stock futures fell after the American military launched a second consecutive night of strikes on Iran, putting further strain on a fragile ceasefire.
The petrochemical bottleneck making electronics inflation sticky
The Jubail petrochemical shutdown knocked out ~70% of the world's high-purity PPE resin, sending PCB prices up 40% in a month. The Iran supply shock has reached electronics.
OPEC quota hike looks symbolic as Hormuz traps oil
OPEC quota hike adds 188,000 bpd for July, but Hormuz disruption means much of the extra crude may not reach buyers.
Oil inventories thin out, raising Hormuz shock risk
Oil inventories are thin enough that another Hormuz setback could hit fuel prices, inflation and risk assets harder than futures imply.
Oil falls as Lebanon ceasefire trims crude war premium
Oil falls as Brent drops to $97.03 and WTI to $95.32, with traders trimming war premium but keeping Hormuz risk in view.
Hormuz LNG trade goes dark as Iran war rewrites routes
Hormuz LNG trade is moving through dark transits as war-risk premiums surge and US-guided passages redraw shipping rules.
Hormuz reopening doubts challenge oil relief trade
Hormuz reopening doubts are exposing a gap between oil’s relief trade, Kalshi odds and shipowners still waiting for clear transit rules.
Real wages shrink in developed countries as inflation rises
Real wages shrink in developed countries as oil-driven inflation outpaces pay, squeezing households and leaving central banks less room to cut.
Oil prices mixed as U.S. strikes cloud Iran peace talks
Oil prices mixed after U.S. strikes hit Iranian targets, complicating bets on a Hormuz reopening that had been easing crude and shipping fears.
India oil imports shift after Hormuz as Africa and LatAm gain
India oil imports are shifting after the Hormuz disruption as refiners pull more crude from Africa and Latin America to replace riskier Gulf barrels.
Renminbi oil trade 2026: Iran war reroutes Hormuz flows
Renminbi oil trade is getting a live stress test as the Iran war reroutes crude flows, lifts CIPS volumes and exposes the yuan's limits.
Australia LNG Reservation Extended to Existing Export Contracts
Australia is extending its LNG domestic reservation requirement to cover existing export contracts, escalating government intervention in energy markets as the Iran war keeps global supply fears at the top of policy agendas.
Strait of Hormuz reopening may not cool oil or freight
Strait of Hormuz reopening may still leave oil, LNG and freight markets jammed as a 1,500-ship backlog, mine clearing and war-risk premiums linger.
Singapore Warns Economic Outlook Dims Despite First Quarter Beat
Singapore's first quarter GDP grew 6 per cent year-on-year, beating consensus, but the trade ministry warned the outlook has weakened as the Strait of Hormuz disruption clouds global trade.
IEA warns oil market could enter 'red zone' without Hormuz reopening
The IEA's warning points to a midsummer risk: reserve releases can cushion the first Hormuz shock, but not an extended squeeze into peak demand.
Asia energy shock is turning into a currency and growth test
Asia energy shock is pushing oil-importing economies into weaker currencies, higher inflation and tougher subsidy choices as growth slows.
Naphtha shortage hits Asia factories as Hormuz shock spreads
Naphtha shortage is hitting factories in Japan and South Korea, turning the Hormuz blockade from an oil shock into a broader inflation risk.
Iran deal could reopen Hormuz and ease oil pressure
Trump's claim that an Iran deal would reopen the Strait of Hormuz gives oil traders a clearer test of whether sanctions relief and tanker access can pull the war premium out of crude.
LNG tanker exits Hormuz for India in first post-war cargo
An LNG tanker carrying a cargo for India cleared the Strait of Hormuz, the first such Gulf shipment since the Iran war began, offering an early test of whether energy traffic is resuming.
Hormuz reopening nears as Iran offers uranium concession
Hormuz reopening moved closer after Iran signaled it could surrender enriched uranium for sanctions relief under a 60-day framework.
US debt interest bill rises as Iran war lifts yields
US debt interest costs are rising as Iran-war-driven Treasury yields add about $8bn this fiscal year and push mortgage rates back toward 7%.
US fuel prices may stay high after any Iran ceasefire
US fuel prices may stay high after any Iran ceasefire, with gasoline near $4.55 a gallon as inventories, refining and travel demand stay tight.
U.S.-Iran ceasefire extension nears as Hormuz may reopen
U.S.-Iran ceasefire extension talks point to a 60-day deal and phased Hormuz reopening, giving oil and tanker markets a new de-escalation signal.
Oil demand destruction is turning into a shipping trade
Oil demand destruction is capping crude upside, but longer rerouted voyages are still lifting tanker and dry bulk shipping earnings.
