Markets see a temporary shock. Energy infrastructure damage and supply chaos will last months. A reckoning is coming.
Browsing: Oil
Thirteen percent of global oil supply is offline. Strategic reserves run dry by late April. Ration now or face catastrophe.
Iranian militias strike Iraq’s oil fields, targeting US and Chinese firms. Western investment is at risk; Iraq’s energy dependence on Iran may persist.
Iran’s control of Hormuz reshapes oil flows, pricing, and Gulf export strategy despite the ceasefire.
Iran’s Hormuz “leverage” is a myth. The strait is its economic lifeline, not a weapon.
Blockade threatens Asia’s oil lifeline as Iran’s dark fleet defies pressure but faces new escalation risks.
Surging oil prices and relaxed sanctions have funneled billions to Moscow, providing a critical fiscal cushion for Russia’s ongoing military operations.
Rising sulfur costs following the Iran conflict threaten the global energy transition by inflating the production expenses of EVs and solar panels.
“The administration is using Iranian barrels against Iranians, but the strategy has turned adversaries into price-setters.”
The world is currently missing 11% of its crude oil supply as Iran’s “Hormuz blockade” begins to trigger a massive global inflationary wave.