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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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How low can it go: US shale price scenarios
October 28, 2025
How low can it go: US shale price scenarios
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The EU clarifies on the 18th sanctions package: Reliance to gain, STAR to lose
October 28, 2025
Market Update
The EU clarifies on the 18th sanctions package: Reliance to gain, STAR to lose
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US sanctions on Rosneft and Lukoil to cause short-term disruptions, not structural change
October 28, 2025
Market Update
US sanctions on Rosneft and Lukoil to cause short-term disruptions, not structural change
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Why have most Iranian oil vessels turned their AIS signal back on?
October 21, 2025
Market Update
Why have most Iranian oil vessels turned their AIS signal back on?
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Assessing the impact of sanctions on Russia’s shadow fleet
October 21, 2025
Market Update
Assessing the impact of sanctions on Russia’s shadow fleet
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India unlikely to rapidly drop Russian oil, despite Trump remarks
October 21, 2025
Market Update
India unlikely to rapidly drop Russian oil, despite Trump remarks
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Stable global price outlook for next week: TTF to remain stable as higher global supply caps cold snap demand gains in Europe. Asian LNG and HH follow suit.
October 15, 2025
Market Update
Stable global price outlook for next week: TTF to remain stable as higher global supply caps cold snap demand gains in Europe. Asian LNG and HH follow suit.
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Record US supply meets unusually robust demand
October 15, 2025
Market Update
Record US supply meets unusually robust demand
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Crude prices hit multi-month lows amid US tariff threat
October 15, 2025
Market Update
Crude prices hit multi-month lows amid US tariff threat
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Freeport declares force majeure at Grasberg
October 1, 2025
Market Update
Freeport declares force majeure at Grasberg
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Russian gasoline exports dry up, limited but welcome upside for European refiners
October 1, 2025
Market Update
Russian gasoline exports dry up, limited but welcome upside for European refiners
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Chinese refiners start drawing from inventories amid high flat prices
October 1, 2025
Market Update
Chinese refiners start drawing from inventories amid high flat prices
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Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes
September 24, 2025
Market Update
Assessing the impact on Russian energy infrastructure from renewed Ukrainian drone strikes
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Stable TTF as increasing Norwegian supply balances colder temperatures; Asian LNG pressured by ample LNG inventories and weaker Thai demand
September 24, 2025
Market Update
Stable TTF as increasing Norwegian supply balances colder temperatures; Asian LNG pressured by ample LNG inventories and weaker Thai demand
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US jet fuel demand rebounds into fall as refiners keep yields high
September 24, 2025
Market Update
US jet fuel demand rebounds into fall as refiners keep yields high
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