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TODAY: Gulf shipping disruptions spill into developed markets
What we’re tracking this morning regionally and around the world
Could Iran’s total Hormuz blockade give way to selective gatekeeping?
Despite the selective openings, any enemy-linked vessels remain strictly barred
What replaces Gulf crude when the barrels go missing?
Emergency reserves can buy time, but they cannot rebuild lost Gulf flows
Hormuz risks are turning LNG market strain into a structural crisis
The true cost spike for consumers will not hit hot until June 2026
War risk premiums up tenfold for vessels transiting Hormuz
When it comes to war risk contracts, every quote is bespoke
TODAY: More industries, supply chains affected by Hormuz action
What we’re tracking this morning regionally and around the world
Iranian fire shakes regional energy infrastructure, rattles markets
Iran is doubling down on its promise to “not let a drop of oil leave the strait,” shifting between tanker…
Trump earmarks USD 20 bn to ensure safe passage through Hormuz, but maritime specialists are skeptical
Protecting the high volume of tankers transiting the region is viewed as impractical, as it would require a massive deployment…
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