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Part of: Iran Oil Shock

Iran War Reshapes Oil Markets and Global Energy Routes

The Strait of Hormuz blockade has reached unprecedented supply disruption, zero tanker crossings on record, oil inventories burning at record speed, and Aramco reporting 26% profit gains despite export hits. Panama Canal revenues surging 15% as traders reroute, while geopolitical risk reshapes long-term energy infrastructure permanently.

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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.