HOR/MUZ News

Hormuz Tanker Transits Fall to Single Digits as Strait of Hormuz Crisis Deepens

Tanker transits through the Strait of Hormuz have collapsed to single digits, threatening the 20% of global oil supply that normally flows through the critical chokepoint.

Sep 25, 2026

Brent Crude Pulls Back to $106 After 7% Rally as US-Iran Explore Hormuz Deal

Brent crude retreated to around $106 per barrel after a 7% two-day surge, as reports emerged of US-Iran exploratory talks on a phased Strait of Hormuz reopening.

Sep 25, 2026

EU Markets Open Lower as Hormuz Closure Threat and Fed Hike Bets Drive Yield Surge

IRGC Navy declared the Strait of Hormuz closed and under its control

Sep 15, 2026

Brent Surges Past $91/Barrel as US-Iran Strikes Reignite Hormuz Oil Supply Fears

Brent crude surged past $91/barrel on Monday after US strikes on an Iranian island in the Strait of Hormuz reignited supply disruption fears

Aug 31, 2026

Crude Oil Surges Past $90 as US-Iran Strikes Dim Hormuz Peace Hopes

Brent crude surged past $90/barrel (+2.3%) and WTI rose to ~$85 (+2%) after US strikes on Iranian targets near the Strait of Hormuz

Aug 31, 2026

Sensex and Nifty Fall in Early Trade as Strait of Hormuz Tensions Drive Crude Oil Prices Higher

Sensex and Nifty declined in early August 11 trade as Strait of Hormuz geopolitical tensions drove crude oil higher, threatening India's inflation trajectory and RBI easing path.

Aug 11, 2026

Iran Missiles Target UAE Tanker in Hormuz Despite Active Deal Negotiations, Reports FT

Iran's missile strike on a UAE tanker in Hormuz — while simultaneously claiming proximity to a transit deal — signals hardliner control over military operations and sharply reprices energy market risk.

Aug 9, 2026

Iran Says Hormuz Deal Is Very Close — But Insists Its Conditions Must Be Met First

Iran says it is 'very close' to a Hormuz transit deal with Oman — but its conditions must be met first, keeping energy market risk premium alive and setting up a binary event for oil prices and emerging market inflation.

Aug 9, 2026

Trump Predicted Iran War Would Crash Markets 20-25% — US Equities Have Defied the Forecast

Trump's 20-25% market crash forecast from the Iran conflict has not materialized — but if the Strait of Hormuz is disrupted, the deferred correction risk he anticipated could still arrive with force in Q3.

Aug 9, 2026

UK GDP Forecast Cut to 0.8% as EY Flags Hormuz Disruption Inflation Surge and 2026 Recession Risk

EY cut its UK 2026 GDP growth forecast to 0.8%, contingent on the Strait of Hormuz reopening by September, versus its 1.2% base case for 2027 — with slower reopening implying recessionary risk.

Aug 3, 2026

Brent Crude Surges 4% Past $95 to Six-Week High as US-Iran Conflict Threatens Key Oil Transit Routes

Jul 23, 2026

Goldman Sachs Warns Oil Could Surge Past $120 if Strait of Hormuz Disruptions Persist

Jul 23, 2026

China Crude Imports Fall to Decade Low as Hormuz Crisis Disrupts Middle East Supply Flows

China's crude oil import volumes fell to their lowest level in a decade as escalating US-Iran tensions disrupted Persian Gulf shipping and the Strait of Hormuz, cutting off or delaying Middle East crude flows that China depends on for a substantial portion of its energy needs.

Jul 15, 2026

Oil Tanker Earnings Plunge $200,000 Per Day as Ships Return to Strait of Hormuz on Easing Risk

Oil tanker daily earnings fell approximately $200,000 as ships returned to the Strait of Hormuz after elevated risk premiums eased, with lower freight rates benefiting Indian crude oil importers (IOC, BPCL, HPCL) while pressuring tanker sector earnings.

Jun 27, 2026

Trump Signs Iran Nuclear Deal; Oil Tumbles, Hormuz Reopens, Global Markets Surge

President Trump signed the US-Iran nuclear deal, sending oil prices lower and sparking a global markets rally as the Hormuz Strait reopening prospect ended months of supply disruption fears across energy and commodity sectors.

Jun 17, 2026