Geopolitical Events Archives

Jeremy: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026? A U.S. Air Force F-16 Fighting Falcon aircraft receives fuel from the boom of a U.S. Air Force KC-135 Stratotanker aircraft in the U.S. Central Command area of responsibility June 30, 2026. (U.S. Air Force photo by Tech Sgt Tiffany A. Emery) Source: https://www.centcom.mil/MEDIA/IMAGERY/igphoto/2003960568/

A U.S. Air Force F-16 Fighting Falcon aircraft receives fuel from the boom of a U.S. Air Force KC-135 Stratotanker aircraft in the U.S. Central Command area of responsibility June 30, 2026. (U.S. Air Force photo by Tech Sgt Tiffany A. Emery) Source: https://www.centcom.mil/MEDIA/IMAGERY/igphoto/2003960568/

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

Jeremy Lichtman September 3, 2026

Geopolitical volatility, such as potential escalations in US-Iran or Israeli-Iranian relations, remains a significant uncertainty. Conditional risks...

USS George H.W. Bush (CVN 77) Conducts Night Flight Operations. A U.S. Sailor conducts flight operations aboard Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77), July 29, 2026. George H.W. Bush is deployed to the U.S. 5th Fleet area of operations to support maritime security and stability in the Middle East. (U.S. Central Command photo) Source: https://www.centcom.mil/MEDIA/IMAGERY/igphoto/2003973284/

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

Phillip Godzin September 3, 2026

The current evidence strongly favors a No resolution. LNG traffic has been effectively absent since July, exporters...

HOUSTON, Aug. 24, 2026 — SLB (NYSE: SLB) today launched the ExaCT™ electrical downhole coiled tubing (CT) control system, an advanced intervention platform that introduces real-time electrical control to coiled tubing operations. By replacing pressure-dependent hydraulic actuation with electrical communication, power delivery and telemetry, the ExaCT system gives operators greater visibility, precision and control, helping improve intervention execution and reservoir access. Source: https://www.slb.com/newsroom/press-release/2026/slb-launches-exact-electrical-downhole-ct-control-system

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

Jeremy Lichtman September 1, 2026

The probability of Brent Crude oil prices falling below $50 per barrel in 2026 is very low,...

Phil: Will the price of Brent Crude fall below $50 per barrel in 2026? Innovating oil and gas production: Every producing asset is in decline. The challenge is slowing that decline while controlling operating cost, maintaining production efficiency, and reducing emissions intensity. Source: https://www.slb.com/about/driving-energy-innovation/innovating-in-oil-and-gas

Innovating oil and gas production: Every producing asset is in decline. The challenge is slowing that decline while controlling operating cost, maintaining production efficiency, and reducing emissions intensity. Source: https://www.slb.com/about/driving-energy-innovation/innovating-in-oil-and-gas

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

Phillip Godzin September 1, 2026

Oil has occasionally fallen 40% or more over a few months during severe demand shocks, abrupt geopolitical...

An LNG tanker being positioned alongside a pier by tugboats. Source: Black&Veach https://www.bv.com/en-US/what-we-do/fuels/floating-lng. Black & Veatch’s PRICO® technology delivers on all fronts. With more than 60 years of global LNG experience and dozens of onshore and nearly half of the floating plants in operation globally, Black & Veatch is a trusted leader in delivering bankable, scalable and redeployable LNG solutions.

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

Phillip Godzin August 27, 2026

The current evidence strongly favors No. LNG traffic is not merely below normal; it is described as...

Jeremy: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026? Foreground, an LNG tanker. Source: https://www.strausscenter.org/wp-content/uploads/iStock_lng_tanker2.jpg

Foreground, an LNG tanker. Source: https://www.strausscenter.org/wp-content/uploads/iStock_lng_tanker2.jpg

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

Jeremy Lichtman August 27, 2026

The strait, a crucial global energy transit point, has seen a drastic reduction in shipping traffic due...

Jeremy: Will the price of Brent Crude fall below $50 per barrel in 2026? An International Seaways Crude Oil Tanker Underway

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

Jeremy Lichtman August 25, 2026

As of August 2026, the likelihood of Brent Crude falling below $50 per barrel by the end...

Jeremy: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026? USS George H.W. Bush (CVN 77) Conducts Night Flight Operations U.S. Sailors conduct flight operations aboard Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77), July 29, 2026. George H.W. Bush is deployed to the U.S. 5th Fleet area of operations to support maritime security and stability in the Middle East. (U.S. Navy photo)

USS George H.W. Bush (CVN 77) Conducts Night Flight Operations U.S. Sailors conduct flight operations aboard Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77), July 29, 2026. George H.W. Bush is deployed to the U.S. 5th Fleet area of operations to support maritime security and stability in the Middle East. (U.S. Navy photo)

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

Jeremy Lichtman August 21, 2026

There is a low probability of unimpeded LNG traffic through the Strait of Hormuz by the end...

Precious Shipping has received $10.98 million in war risk insurance payouts for the loss of the bulker Mayuree Naree from an attack in the Strait of Hormuz on 11 March that left three crew dead. The bulker was hit by two projectiles while exiting the Arabian Gulf resulting in a total constructive loss of the vessel. Source: Seatrade Maritime News, https://www.seatrade-maritime.com/dry-bulk/precious-shipping-receives-11m-hormuz-war-risk-payout

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

Phillip Godzin August 13, 2026

LNG traffic through the Strait of Hormuz remains severely restricted or effectively halted at roughly 13% of...

Jeremy: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026? Territorial waters extend at most 12 nautical miles from a country's coast or internal waters. Source: Joint Maritime Information Center, Persian Gulf Strait Authority, Flanders Marine Institute.

Territorial waters extend at most 12 nautical miles from a country's coast or internal waters. Source: Joint Maritime Information Center, Persian Gulf Strait Authority, Flanders Marine Institute.

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

Jeremy Lichtman August 13, 2026

The situation in the Strait of Hormuz is complex, characterized by stalled U.S.-Iran negotiations that hinder a...

Geopolitical Events

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

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

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

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

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

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

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

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

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

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

You may have missed

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

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

David Isenberg’s AI News Briefs of Sept. 3, 2026

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