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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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EU LNG imports reach all-time highs in December and 2022
January 4, 2023
Market Update
EU LNG imports reach all-time highs in December and 2022
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European clean product flows are changing, but the clock is ticking
December 21, 2022
Market Update
European clean product flows are changing, but the clock is ticking
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While Norwegian crude output is ramped-up, Russian supply is declining
December 16, 2022
Market Update
While Norwegian crude output is ramped-up, Russian supply is declining
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MRs lured East by record-high Chinese clean product exports will keep rates elevated
December 8, 2022
Market Update
MRs lured East by record-high Chinese clean product exports will keep rates elevated
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Norway’s Equinor invests to boost gas production
December 2, 2022
Market Update
Norway’s Equinor invests to boost gas production
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US crude exports hit daily record amid inclement weather – with further challenges ahead
December 1, 2022
Market Update
US crude exports hit daily record amid inclement weather – with further challenges ahead
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Russia’s Nord Stream 1 pipeline outage extended until April
November 28, 2022
Market Update
Russia’s Nord Stream 1 pipeline outage extended until April
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Hedge funds dump gasoil, but curve structure remains intact
November 21, 2022
Market Update
Hedge funds dump gasoil, but curve structure remains intact
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Crude ton-miles to finish the year on a high
November 10, 2022
Market Update
Crude ton-miles to finish the year on a high
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Oil markets face volatile sessions ahead until China clarifies zero-covid policy
November 7, 2022
Market Update
Oil markets face volatile sessions ahead until China clarifies zero-covid policy
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Continued activity observed via the Black Sea Grain initiative
October 31, 2022
Market Update
Continued activity observed via the Black Sea Grain initiative
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Robust Mobility Tells an Encouraging Demand Story
October 25, 2022
Market Update
Robust Mobility Tells an Encouraging Demand Story
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Kpler Grains Interesting Moves - What’s going on in the Black Sea?
October 13, 2022
Market Update
Kpler Grains Interesting Moves - What’s going on in the Black Sea?
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German seaborne imports reach all-time highs as crude flows reshuffle
October 11, 2022
Market Update
German seaborne imports reach all-time highs as crude flows reshuffle
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Australian refined products import surge as demand sees recovery
October 3, 2022
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Australian refined products import surge as demand sees recovery
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