Analysis
Strait of Hormuz Oil Risk 2026: Brent $120 Scenarios
If Hormuz closes partially, Brent crosses $120 and holds for weeks. Disruption math, spare capacity gaps, trader positioning for the tail scenario.
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If Hormuz closes partially, Brent crosses $120 and holds for weeks. Disruption math, spare capacity gaps, trader positioning for the tail scenario.
Iran has established a de facto toll system at the Strait of Hormuz, allowing select vessels passage in…
Kharg Island processes roughly 90% of Iran's oil exports — about 2.5 million barrels per day. Washington Post…