Strait of Hormuz Shock: How the 2026 Crisis Redraws Global Supply Chains
The February 2026 Strait of Hormuz closure removed 20% of global oil supply, sending Brent above $120/bbl and triggering the largest IEA...
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The February 2026 Strait of Hormuz closure removed 20% of global oil supply, sending Brent above $120/bbl and triggering the largest IEA...
Conflict in the Strait of Hormuz triggered a 65% oil price surge in March 2026, the largest in history. Global supply fell by 10.1...
The February 2026 Strait of Hormuz closure triggered the largest oil supply disruption in history, removing 20% of global supplies and...
The February 2026 Strait of Hormuz closure cut ~10 mb/d of oil supply, surging Brent above $90/bbl and urea prices 80%. The crisis is...
AI-driven data centers are overwhelming global grids in 2026, with U.S. power demand hitting record highs. Capacity prices in PJM have...
AI data centers could consume 945 TWh by 2030, but grid upgrades take 4-5 years while data centers are built in months. This mismatch...
Strait of Hormuz transits collapsed 95% in March 2026, cutting off 20% of global oil supply and sending Brent above $100. Trade growth...
The February 2026 Strait of Hormuz closure removed 20% of global oil supply, sending Brent crude up 65% and threatening 2.9% GDP loss....
The Strait of Hormuz crisis has collapsed global energy flows by 90%, removing 20% of oil supply. Brent crude surged to $118/bbl. UNCTAD...
Global AI data centers will consume 1,000 TWh in 2026, equal to Japan's energy use, as grid connection delays of 4-10 years become the...
China's 2026 export controls on rare earths, tungsten, and antimony have caused sixfold price spikes and slashed licensing approvals for...
The Strait of Hormuz closure since Feb 2026 has removed 13% of global oil supply, sending Brent above $135/bbl. EIA projects recovery by...