October 19, 2026

Geopolitical Events

Phil: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026? LNG traffic in Hormuz picks up despite US-Iran war. Data from Kpler and LSEG show the return of tankers carrying cargo from Qatar’s Ras Laffan terminal, although some vessels may have traveled with AIS transponders switched off. More liquefied natural gas vessels linked to QatarEnergy have resumed visible transit through the Strait of Hormuz in recent weeks despite the ongoing US-Iran conflict, according to shipping data from Kpler and LSEG. Source: Screenshot from https://en.royanews.tv/news/74262/LNG-traffic-in-Hormuz-picks-up-despite-US-Iran-war.
5 minutes read

Phil: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026?

Phillip Godzin October 1, 2026 473
Recent Uptick vs. Normalcy: Late September 2026 reports in gCaptain and other trade publications indicate a slight...
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Jeremy: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026? LNG Marine Transport's LNG Carrier Alto Acrux operated by NYK Line departing Darwin Harbour after taking on a load of gas from Darwin's Wickham Point Gas Plant. IMO Number: 9343106 MMSI Number: 308592000 Callsign: C6WG2 Length: 274 m Beam: 49 m. Source: https://commons.wikimedia.org/wiki/LNG_carriers#/media/File:LNG_Carrier_Alto_Acrux_Departing_Darwin_February_2010.jpg
6 minutes read

Jeremy: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026?

Jeremy Lichtman September 24, 2026 201
Despite resumed LNG traffic from Qatar, volumes remain below pre-war levels, indicating that the strait is...
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Phil: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026? The tanker El Gaia sits off Oman with smoke and flames visible near the stern following an onboard fire. Photo: Oman Maritime Security Center. Oman Says ‘El Gaia’ Being Towed to Port; Two Crew Missing. Mike Schuler. Source: https://gcaptain.com/oman-says-el-gaia-being-towed-to-port-two-crew-missing/
7 minutes read

Phil: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026?

Phillip Godzin September 17, 2026 758
Current conditions are extremely far from the resolution threshold. As of mid-September 2026, gCaptain reports single-digit daily...
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Phil: Will the price of Brent Crude fall below $50 per barrel in 2026? Editorial team's screen shot of this Aljazeera video: What could stop the Houthis' advance across Yemen? | Inside Story. Yemen’s Houthis say Saudi Arabia launched dozens of air attacks as the prime minister of Yemen’s internationally recognised government accuses the group of killing and displacing civilians during its rapid advance.
7 minutes read

Phil: Will the price of Brent Crude fall below $50 per barrel in 2026?

Phillip Godzin September 15, 2026 386
Current Price (as of September 15, 2026): trading around $105–107 per barrel (Trading Economics CFD 105.25; other...
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