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Part of: Iran Oil Shock

Strait of Hormuz blockade reshapes global energy flows

Iran war has created unprecedented oil supply disruption with zero tanker crossings in the Strait of Hormuz, forcing a permanent reroute of global crude and LNG flows through Panama Canal and longer sea routes. Oil companies report record profits, but the financial derivatives market has grown to 83x physical oil values, creating systemic risk as inventories deplete at record pace.

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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.