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Part of: Iran Oil Shock

Iran War Throttles Oil Supply, Reshapes Routes

The Strait of Hormuz blockade is draining global oil inventories at record pace after 10+ weeks of conflict with no quick resolution. Aramco, energy executives, and traders warn structural supply gaps will persist for months, forcing rerouting through Panama and other routes. This is reshaping long-term energy market geography and margins.

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Iran Oil Shock: Tracking the Middle East Supply Risk Trade

Live coverage of the Iran conflict, Persian Gulf oil supply disruption, OPEC reaction and the cross-asset trades pricing it.