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Markets · Narrative··Updated 4d ago
Part of: Iran Oil Shock

Iran war reshapes global oil flows and energy markets

The Strait of Hormuz blockade has disrupted 10 weeks of Persian Gulf oil exports and burned through strategic reserves at record pace. Despite tight supplies, Saudi Aramco profits surge 26% and oil tankers are finding alternative routes (east-west pipeline, Panama Canal). Markets are rotating into energy and oil proxies as supply concerns persist.

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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.