Geopolitical Events Archives

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

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...

Jeremy: Will Strait of Hormuz LNG traffic become de facto unimpeded by the end of 2026? GasLog confirmed that its LNG carrier GasLog Shanghai was involved in an incident on July 31 while departing the Strait of Hormuz. “Everyone onboard is safe and accounted for and the vessel is stable,” the company said in a statement. Source: https://www.gaslogltd.com/

GasLog confirmed that its LNG carrier GasLog Shanghai was involved in an incident on July 31 while departing the Strait of Hormuz. “Everyone onboard is safe and accounted for and the vessel is stable,” the company said in a statement. Source: https://www.gaslogltd.com/

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

Jeremy Lichtman August 6, 2026

Current diplomatic engagements, such as the potential Iran-Oman agreement, spark cautious optimism, but US objections to Iranian...

U.S. Army Soldiers Conduct Operations in the Middle East. U.S. Army paratroopers prepare an M119 howitzer for a fire mission during a field artillery live-fire exercise in the Middle East. The exercise validated capabilities, demonstrating the synchronized lethality required to systematically target and degrade adversaries in multi-domain combat operations. (U.S. Army photo) Source: https://www.centcom.mil/MEDIA/IMAGERY/

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

Phillip Godzin August 6, 2026

Recent LNG movements have been the first in weeks and are characterized as sporadic, single-vessel events requiring...

Jeremy: Will the price of Brent Crude fall below $50 per barrel in 2026? Our Commitment to Sustainability. Cactus Drilling understands the big picture. We play a vital role in the upstream process to bring affordable, abundant, and reliable energy to our region and Nation. We also recognize our responsibility to protect the environment while conducting operations to help deliver that essential energy source.

Our Commitment to Sustainability. Cactus Drilling understands the big picture. We play a vital role in the upstream process to bring affordable, abundant, and reliable energy to our region and Nation. We also recognize our responsibility to protect the environment while conducting operations to help deliver that essential energy source.

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

Jeremy Lichtman August 4, 2026

The likelihood of Brent crude oil prices falling below $50 per barrel from the current level of...

Jeremy: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026? An F-16 on June 25, 2026 over the conflict zone. Source; CENTCOM.

Jeremy: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026?

Jeremy Lichtman July 23, 2026

Analysts believe that once the effective blockade eases, a swift surge in exports could occur by releasing...

Phil: Will the Strait of Hormuz reopen to all LNG traffic before July 31, 2025? LNG Explainer. Source: https://hormuzstraitmonitor.com/lng-explained/

Phil: Will the Strait of Hormuz reopen to all LNG traffic before July 31, 2025?

Phillip Godzin July 24, 2026

The Strait of Hormuz remains severely restricted or effectively closed to normal international maritime LNG traffic as...

Phil: Will the price of Brent Crude fall below $50 per barrel in 2026? SLB OneSubsea Awarded Major Umbilical Contract by Eni for Offshore Indonesia. Published: 07/09/2026. Source: https://www.slb.com/newsroom/press-release/2026/pr-2026-0709-slb-oss-eni-umbilical

SLB OneSubsea Awarded Major Umbilical Contract by Eni for Offshore Indonesia. Published: 07/09/2026. Source: https://www.slb.com/newsroom/press-release/2026/pr-2026-0709-slb-oss-eni-umbilical

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

Phillip Godzin July 21, 2026

Recent volatility and drivers: Brent has risen ~13–14% over the past month and ~27–29% year-over-year as of...

Phil: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026? Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77) sails in the Arabian Sea, May 3, 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)

Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77) sails in the Arabian Sea, May 3, 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)

Phil: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026?

Phillip Godzin July 16, 2026

No authoritative source (e.g., major outlets like Reuters, BBC, Al Jazeera) has declared full reopening as of...

Jeremy: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026? Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77) is deployed to the U.S. 5th Fleet area of operations to support maritime security and stability in the Middle East. (CENTCOM)

Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77) is deployed to the U.S. 5th Fleet area of operations to support maritime security and stability in the Middle East. (CENTCOM)

Jeremy: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026?

Jeremy Lichtman July 16, 2026

Reopening the strait will not immediately stabilize global energy markets due to technical, operational, and geopolitical challenges,...

Geopolitical Events

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 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?

Jeremy: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026?

Phil: Will the Strait of Hormuz reopen to all LNG traffic before July 31, 2025?

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

Phil: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026?

Jeremy: Will the Strait of Hormuz reopen to all LNG traffic before 31st July 2026?

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