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Part of: Iran Oil Shock

Strait of Hormuz blockade reshapes oil markets

The Iran war has cut Persian Gulf oil flows, with tanker traffic through the Strait of Hormuz at record lows and inventories depleting faster than ever. Oil prices have spiked, benefiting energy companies like Saudi Aramco while forcing global supply chains to reroute, with effects likely to persist for months despite ceasefire talks.

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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.