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Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View

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Market Update

Iran war and the strait of Hormuz: Oil market implications six weeks in

Six weeks into the Iran war, the Strait of Hormuz remains the critical chokepoint. Here's what the supply shock means for crude prices, trade flows, and energy security.

by
Reid I'Anson
-
April 7, 2026
Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View
April 20, 2026
Market Update
Hormuz reopening optimism shifts sentiment, but flows stay constrained | The Arb View
European margins turn negative, raising run cut risks
April 17, 2026
Market Update
European margins turn negative, raising run cut risks
Strong CTA selling amplifies energy sell-off on Hormuz announcement
April 17, 2026
Market Update
Strong CTA selling amplifies energy sell-off on Hormuz announcement
Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
April 15, 2026
Market Update
Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
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Sweeping EU sanctions risk destabilising an already-fragile gasoil/diesel market
July 22, 2025
Market Update
Sweeping EU sanctions risk destabilising an already-fragile gasoil/diesel market
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Strong gasoil/diesel values continue to dominate the headlines
July 16, 2025
Market Update
Strong gasoil/diesel values continue to dominate the headlines
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US copper tariffs - near-term covered, no self-sufficiency before 2035
July 16, 2025
Market Update
US copper tariffs - near-term covered, no self-sufficiency before 2035
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EFS Squeezes west-to-east crude arb as Trump tariffs add new uncertainty
July 16, 2025
Market Update
EFS Squeezes west-to-east crude arb as Trump tariffs add new uncertainty
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Dry bulk earnings diverge as Capesize weakens and smaller segments hit multi-month highs
July 9, 2025
Market Update
Dry bulk earnings diverge as Capesize weakens and smaller segments hit multi-month highs
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Fundamentals to diverge cross regions
July 9, 2025
Market Update
Fundamentals to diverge cross regions
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Crude spectrum splinters: light and heavy grades tighten, medium crudes face structural headwinds
July 9, 2025
Market Update
Crude spectrum splinters: light and heavy grades tighten, medium crudes face structural headwinds
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Hormuz flows remain constrained, but signs point to near-term recovery
July 1, 2025
Market Update
Hormuz flows remain constrained, but signs point to near-term recovery
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TMX crude exports decline for third straight month on supply tightness
July 1, 2025
Market Update
TMX crude exports decline for third straight month on supply tightness
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Record midwest runs and inventory draws squeeze WTI-brent spread
July 1, 2025
Market Update
Record midwest runs and inventory draws squeeze WTI-brent spread
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From risk to readiness - navigating chartering amid global trade policy shifts
July 1, 2025
Product
From risk to readiness - navigating chartering amid global trade policy shifts
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When will Saudi Arabia’s utilities ditch oil?
June 6, 2025
Market Update
When will Saudi Arabia’s utilities ditch oil?
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Kpler Refinery Monthly Report for May 2025
May 15, 2025
Market Update
Kpler Refinery Monthly Report for May 2025
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China’s ethane demand back on track, but upside to US prices capped
May 6, 2025
Market Update
China’s ethane demand back on track, but upside to US prices capped
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Iron ore price weakness, coal trade shifts, and agri supply outlook
May 6, 2025
Market Update
Iron ore price weakness, coal trade shifts, and agri supply outlook
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