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Strait of Hormuz traffic remains limited despite peace-deal talks

Commercial vessel traffic through the crucial Strait of Hormuz appeared to remain limited over the past day, amid uncertainty over prospects for a U.S.-Iran peace deal.  Just two inbound commercial transits were observed on Tuesday morning, following two outbound ships on Monday, according to ship-tracking data compiled by Bloomberg.  Shipowners had recently become more optimistic about a […]

What Happens to Oil if Iran Permanently Taxes Hormuz Traffic?

What would the implications be for the oil market if Iran decided to permanently tax/toll traffic through the Strait of Hormuz? According to Howard Shatz, a senior economist at RAND and a professor of policy analysis at the RAND School of Public Policy, if the U.S.-Iran conflict led to a permanent tax or toll in […]

ICIS analyst warns physical oil tightness could persist months after Iran war resolution

Global oil markets could remain physically tight for months even if a diplomatic resolution to the Iran war is reached soon, according to Kojo Orgle, oil, gas and NGL analyst at ICIS, who said prolonged disruptions tied to the Strait of Hormuz are increasingly pressuring inventories, shipping flows and refinery supply chains.