October 27, 2026

Military

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 570
Recent Uptick vs. Normalcy: Late September 2026 reports in gCaptain and other trade publications indicate a slight...
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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 439
Current Price (as of September 15, 2026): trading around $105–107 per barrel (Trading Economics CFD 105.25; other...
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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/
5 minutes read

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

Jeremy Lichtman September 3, 2026 176
Geopolitical volatility, such as potential escalations in US-Iran or Israeli-Iranian relations, remains a significant uncertainty. Conditional risks...
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