Hormuz closure should have caused a price catastrophe. China’s demand cuts and record reserve releases changed everything.
Browsing: supply
Despite the largest oil supply disruption in history, prices remain calm. Demand-side responses, not just supply, explain why.
The energy supply cliff means empty pumps, not expensive fuel — and nine economies will fall over it by late summer 2026.
The Strait of Hormuz reopening masks market shifts as geopolitical risk forces LNG buyers to accept that business will never return to pre-crisis normalcy.
The Iran-Israel War is disrupting Russia’s military supply chains. This analysis reveals three key vulnerabilities Moscow cannot ignore.
Shifting geopolitics have exposed the severe limits of Global LNG supply, forcing a pivotal rethink of energy flexibility and market stability.