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Strait of Hormuz Crisis: Reshaping Global Supply Chains in 2026
The February 2026 Strait of Hormuz closure removed 20% of global oil supply, spiking prices to $138/barrel and disrupting fertilizers, helium, and aluminium. A fragile April...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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The Hormuz Shock: Strait Closure Reshapes Global Trade & Energy Security 2026
The Strait of Hormuz closure in 2026 has cut global oil supply by 10 million bpd, sent prices up 24%, and slowed trade growth to 1.5-2.5%. Fertilizer surges threaten 45 million...
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 emergency reserve release in history....
Strait of Hormuz Shock: 65% Oil Surge Reshapes Global Trade in 2026
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 million b/d. This article analyzes the...
Strait of Hormuz Closure: 2026 Energy Shock Reshapes Global Order
The February 2026 Strait of Hormuz closure triggered the largest oil supply disruption in history, removing 20% of global supplies and driving energy prices up 24%. The World...
Hormuz Crisis: How the 2026 Strait Closure Reshapes Global Energy, Food
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 propagating through fertilizer chains,...