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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,...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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Hormuz Shock: 95% Chokepoint Collapse Reshapes Global Energy Security
Strait of Hormuz transits collapsed 95% in March 2026, cutting off 20% of global oil supply and sending Brent above $100. Trade growth projected to fall from 4.7% to 1.5%....
Strait of Hormuz Shock: Why Energy Security Demands Renewables Rethink
The February 2026 Strait of Hormuz closure removed 20% of global oil supply, sending Brent crude up 65% and threatening 2.9% GDP loss. Despite renewables being cheaper than...
Strait of Hormuz Crisis: 90% Energy Collapse Risks 2026 Recession
The Strait of Hormuz crisis has collapsed global energy flows by 90%, removing 20% of oil supply. Brent crude surged to $118/bbl. UNCTAD warns trade growth could fall to 1.5%....
Strait of Hormuz Closure: Reshaping Global Energy Security in 2026
The Strait of Hormuz closure since Feb 2026 has removed 13% of global oil supply, sending Brent above $135/bbl. EIA projects recovery by late 2026. Learn how this crisis is...
Energy Shock 2026: Middle East Crisis Reshapes Global Commodity Markets
Middle East conflict triggers largest oil supply shock on record. Brent crude to average $86/bbl in 2026, energy prices up 24%, fertilizer up 31%. Trade growth halves....