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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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Kpler Arbitrage | The Arb View: Brent Dubai EFS widens on US-Iran geopolitical risk
February 23, 2026
Market Update
Kpler Arbitrage | The Arb View: Brent Dubai EFS widens on US-Iran geopolitical risk
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Renewables extend CWE correction as German wind keeps volatility alive
February 23, 2026
Market Update
Renewables extend CWE correction as German wind keeps volatility alive
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Hormuz escalation puts middle distillates at the center of supply risk
February 23, 2026
Market Update
Hormuz escalation puts middle distillates at the center of supply risk
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Strong US stock draw reinforces bullish narrative
February 23, 2026
Market Update
Strong US stock draw reinforces bullish narrative
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What Kpler data shows about two new Egyptian terminals: RSCT Sokhna and Damietta Alliance
February 19, 2026
Shipping & Logistics
What Kpler data shows about two new Egyptian terminals: RSCT Sokhna and Damietta Alliance
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How to find profitable crude arbitrage opportunities: Your guide to smarter trading
February 19, 2026
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How to find profitable crude arbitrage opportunities: Your guide to smarter trading
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What’s sustaining the strength in US refinery runs?
February 18, 2026
Market Update
What’s sustaining the strength in US refinery runs?
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Kpler Arbitrage | The Arb View: Eastbound arbs open as heavy sour diffs slide
February 16, 2026
Market Update
Kpler Arbitrage | The Arb View: Eastbound arbs open as heavy sour diffs slide
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US–India trade deal reshapes India’s crude buying pattern
February 12, 2026
Market Update
US–India trade deal reshapes India’s crude buying pattern
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EIA Digest: US gasoline stocks continue to reach multi-year highs
February 11, 2026
Market Update
EIA Digest: US gasoline stocks continue to reach multi-year highs
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Czechia’s coal phase-out roadmap and long-term nuclear outlook
February 10, 2026
Market Update
Czechia’s coal phase-out roadmap and long-term nuclear outlook
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Nuclear modulation insights: Volumes and units behaviours
February 10, 2026
Market Update
Nuclear modulation insights: Volumes and units behaviours
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Softer gasoil/diesel values drag refining margins lower in the US and Asia
February 9, 2026
Market Update
Softer gasoil/diesel values drag refining margins lower in the US and Asia
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Oil prices fly on geopolitics, but fundamental risks lurk beneath
February 6, 2026
Market Update
Oil prices fly on geopolitics, but fundamental risks lurk beneath
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India–US trade deal to reshape marginal crude flows, not displace Russian barrels
February 4, 2026
Market Update
India–US trade deal to reshape marginal crude flows, not displace Russian barrels
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