The ongoing war involving Iran, the U.S., and Israel has resulted in stalled diplomatic efforts and ineffective...
Geopolitical Events
The Strait remains effectively closed or severely restricted to international LNG traffic due to the ongoing Iran...
The strait has been effectively closed or severely restricted to international maritime LNG traffic (especially Qatari exports,...
LNG exporters and buyers have rerouted cargoes away from the Persian Gulf, with Qatari and UAE‑linked exports...
The Strait of Hormuz is not expected to fully reopen until the second half of 2026,...
The reopening of the Strait of Hormuz to all LNG traffic by May 31, 2026, is unlikely...
The Strait of Hormuz has been effectively closed or severely restricted to commercial LNG (and other) traffic...
Six Iranian oil tankers were forced back by US blockade, with only seven ships transiting in the...
The existing economic and geopolitical factors create a structural floor, particularly given Saudi Arabia's fiscal needs, leading...
As of April 24, 2026, no full armistice or comprehensive ceasefire covering the entire front has been...
