The shock has already landed Despite conflicting announcements about whether the Strait of Hormuz may close, vessel traffic remains underwhelming and supply concerns persist. Even if the chokepoint reopens quickly, shipping backlogs would take time to clear, keeping...
Since the outbreak of the Hormuz conflict in early March 2026, media coverage has understandably centered on oil prices and their pass-through to fuel and transportation costs. Less attention has been paid to other commodities transiting the Strait, notably urea and...
To gauge how markets are pricing the durability of the current US-Iran ceasefire, we aggregated conflict resolution probabilities across four prediction market platforms (Polymarket, Kalshi, Metaculus, and Manifold Markets), encompassing over $470 million in total...
Late last night (April 7, 2026), the U.S. and Iran agreed on a two-week ceasefire to allow for diplomacy. During this time, Iran has agreed to coordinate the passage of vessels through the Strait of Hormuz. News of the ceasefire pushed Brent Crude futures back down to...
The closure of the Strait of Hormuz following the US-Israeli strikes on Iran on 28 February 2026 has triggered the largest physical supply disruption in the history of the global oil market. Brent rose from roughly $69 per barrel in February to a peak of $126, before...
Spain headline CPI YoY jumped sharply to 3.3% YoY in March 2026 from 2.3% in February entirely on the back of energy price reversals linked to the Iran conflict and Strait of Hormuz disruption. The market had priced in an even larger shock with consensus standing...
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