Tag
#Strait of Hormuz
The Iran war is draining the old petrodollar cushion
Petrodollar recycling is weakening as the Iran war keeps oil high, lifts Treasury yields and removes a familiar Gulf cushion for global demand.
Hormuz tolls keep oil risk alive as U.S.-Iran talks advance
Qatar-backed diplomacy reduced the odds of renewed fighting, but unresolved Hormuz tolls and uranium terms kept oil and shipping risk alive.
Oil stockpiles draw down at record 8.7M barrels a day: Goldman Sachs
Oil stockpiles are drawing down at a record 8.7 million barrels a day, Goldman Sachs said, as the Iran war keeps Strait of Hormuz flows at 5% of normal.
Hormuz Blockade and El Niño Converge Into a Commodity Super-Inflation Storm, Citi Warns
Citi Research issued its most severe commodity inflation warning to date, arguing the simultaneous Hormuz blockade and emerging super El Niño could push Brent crude past $150 a barrel while squeezing global food supplies through fertilizer disruption and drought in the same growing season.
Oil drops as Trump delays Iran strike, easing Hormuz fears
Crude fell after Donald Trump said he had postponed a planned strike on Iran, easing immediate fears of a supply shock through the Strait of Hormuz.
Nifty 50 drops 1.3% as oil surge hits rupee, Indian shares
Nifty 50 drops 1.3% as Brent tops $111, weakening the rupee and showing how a Middle East oil shock is hitting Indian equities.
Trump ends Russian oil waiver as Hormuz risk tightens crude market
Washington let a one-month waiver on some Russian seaborne crude purchases lapse just as Strait of Hormuz disruptions made marginal barrels more valuable.
Equinor's Hormuz warning shows where its priorities now sit
Equinor oil outlook 2026 now hinges on how long Hormuz stays shut, with gas risk, tighter cash discipline and a slower transition shaping strategy.
Gulf freight rates jump as shippers reroute cargo onto trucks
Shipping disruptions are pushing Gulf cargo from ports to roads, lifting freight bills, stretching delivery times and creating a fresh supply-chain cost channel for markets.
Capital Economics' $150 oil case turns Hormuz risk into a macro test
Capital Economics' extreme oil scenario is less a commodity call than a map of how Hormuz risk could spread into inflation, yields and the wider equity market.
Currie cools on gold but keeps broader commodity bull case
Jeff Currie sees near-term downside for gold from higher yields and a firmer dollar even as supply risk keeps his broader commodity bull case intact.
China and US use supply channels to contain Middle East oil shock
China's 3.6 million bpd import cut and a 3.5 million bpd U.S. export surge blunted the Gulf shock, easing pressure on oil, inflation and yields.
Trump gas-tax holiday would barely offset an oil shock at the pump
A federal gas-tax holiday could trim only pennies from a $4.50 gallon while an Iran-driven oil shock keeps the bigger price pressures in crude, freight and refining.
Iran war oil shock separates exporter winners from importer losers
The crude spike tied to the Iran conflict is becoming a fiscal sorting mechanism. Export routes, sanctions and import dependence are deciding who actually pockets the windfall.
Strait of Hormuz oil disruption: Stockpile squeeze deepens
Strait of Hormuz oil disruption: UBS, JPMorgan and the IEA warn stockpiles could hit record lows if the closure persists, shifting risk from prices to scarcity.
Gold and silver slide as oil jumps on Hormuz fears
Gold and silver fell while crude pushed higher and Treasury yields rose, as traders treated the Hormuz shock as an inflation problem across commodities.
Oil surges 8% to $109 after Trump rejects Iran peace offer
Brent crude surged 8 per cent to $109.74 a barrel after President Trump rejected Iran's peace proposal as unacceptable, extinguishing weeks of cautious optimism that diplomacy could reopen the Strait of Hormuz.
Oil pushes higher, gold erases gains after US and Iran trade weekend threats
Oil prices pushed higher and gold surrendered its recent gains after Washington and Tehran traded threats over the weekend, the latest blow to a seven-week-old ceasefire that had briefly raised expectations the Strait of Hormuz would reopen.
Bitcoin touches $80,000 as Project Freedom shifts Iran war sentiment
Bitcoin touched $80,000 in overnight trading, its highest since late January, as President Trump announced Project Freedom to secure safe passage through the Strait of Hormuz. The cryptocurrency has gained roughly 20 per cent since the US-Iran conflict began, outperforming equities and gold.
Wirth says physical oil shortages near, calls Hormuz disruption 1970s-scale
Chevron CEO Mike Wirth told the Milken Institute Global Conference on Monday that physical oil shortages will surface globally and that economies will have to slow, comparing the Strait of Hormuz closure to the 1970s oil crises.
