The Strait of Hormuz is “open” — and almost nobody believes it
Iran declared the Strait of Hormuz fully open yesterday. Stocks surged, oil prices fell, and headlines celebrated. The tankers, however, did not move
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OIL SHIPPING
When flows move before the data does: inside the market that no longer waits for confirmation
In modern energy shipping, markets are increasingly driven by behavior and perceived risk rather than confirmed data, reshaping flows, pricing mechanisms, and strategic positioning before statistics can validate the shift
The strike that shifted the Strait
Security of key maritime routes (Persian Gulf, Gulf of Oman, Strait of Hormuz) is under unprecedented scrutiny after Israel’s pre-emptive strike against Iran on 13 June 2025, raising alarm across the global shipping sector
Global oil shipping market disruptions: Tariffs, trade disputes, and geopolitical risks
The global oil shipping market faces significant disruptions due to shifting tariffs, trade disputes, and geopolitical risks. These factors are reshaping pricing, logistics, and trade flows, leading to increased costs and volatility