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

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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
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Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities
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Kpler achieves SOC 2 Type II certification
December 18, 2025
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Kpler achieves SOC 2 Type II certification
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European natural gas outlook 2026
December 16, 2025
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European natural gas outlook 2026
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US pressure clouds Venezuelan crude exports to China, but spot supply remains ample
December 16, 2025
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US pressure clouds Venezuelan crude exports to China, but spot supply remains ample
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Abandoning the price cap would expand the Shadow Fleet and reshape tanker markets
December 16, 2025
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Abandoning the price cap would expand the Shadow Fleet and reshape tanker markets
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Kpler announces acquisition of Bridgeton Research Group, expanding capabilities in systematic trading insight
December 15, 2025
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Kpler announces acquisition of Bridgeton Research Group, expanding capabilities in systematic trading insight
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How Kpler solves for missing data in European Power
December 15, 2025
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How Kpler solves for missing data in European Power
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Russian oil flows under sanctions: an update two weeks on
December 10, 2025
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Russian oil flows under sanctions: an update two weeks on
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Producers cut prices to defend market share as fundamentals soften
December 10, 2025
Market Update
Producers cut prices to defend market share as fundamentals soften
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The French power supply glut
December 8, 2025
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The French power supply glut
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Dry Bulk Wrapped: Kpler 2025 forecast hits the mark across commodities
December 4, 2025
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Dry Bulk Wrapped: Kpler 2025 forecast hits the mark across commodities
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Ukraine’s evolving drone campaign against Russian refining infrastructure
December 2, 2025
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Ukraine’s evolving drone campaign against Russian refining infrastructure
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Venezuelan supply and export scenarios under a US military intervention
December 2, 2025
Market Update
Venezuelan supply and export scenarios under a US military intervention
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Rosneft and Lukoil sanctions are live: how India, China and Turkey adapt rather than exit
December 2, 2025
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Rosneft and Lukoil sanctions are live: how India, China and Turkey adapt rather than exit
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Crude diffs buoyed by Russia sanctions deadline and Venezuela upgrader disruption
November 25, 2025
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Crude diffs buoyed by Russia sanctions deadline and Venezuela upgrader disruption
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ICE confirms EU sanctions implementation rules in gasoil contract
November 25, 2025
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ICE confirms EU sanctions implementation rules in gasoil contract
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