Hormuz Block Absorbs 9.1MM bpd: US Stock Draw & Supply Chain Risk
Hormuz block triggered a 9.1MM bbl draw from US crude inventories, exceeding expectations. This reveals a critical disconnect between futures prices and physical reserves.
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Strait
Hormuz Strait Closure: 20% LNG Capacity Contraction
Hormuz Strait closure triggered a 20% LNG capacity contraction, impacting Asia & Europe supply routes. Wood Mackenzie warns of unprecedented energy shock & potential $200/bbl oil.
AP60 Expansion: 13,000 kWh Node Redefines Aluminum Production
Rio Tinto’s AP60 expansion adds 96 furnaces, boosting aluminum production to 220,000 tons annually. A strategic move driven by geopolitical shifts and rising aluminum prices.
Qatar LNG Output Disruption: 17% Impact & Global Ripple Effects
QatarEnergy’s LNG production halted due to Hormuz Strait closure. 17% of Qatar’s LNG output (12.8 mtpa) offline, triggering global supply chain disruption.
Hormuz Blockade: Sulfur Shortage Impacts Copper
Hormuz blockage halts sulfur shipments, triggering a 15% price spike and disrupting copper extraction reliant on sulfuric acid. A critical supply chain bottleneck emerges.
Hormuz Strait Shutdown: A Signal Markets Ignore
Hormuz Strait traffic ceased in Feb 2026. The blockage impacts 20% of global oil & 25% of LNG, creating market pressure. A strategic blockade is underway.
Hormuz Strait: Sulfur Flow & Global Water Risk
48% of global sulfur passes through the Strait of Hormuz, impacting fertilizer production & water security. A disruption poses a critical risk. What’s the 40-day reserve?
CMA CGM Kribi Defies Hormuz Blockade: Geopolitical Shift
CMA CGM Kribi transited the Strait of Hormuz, defying Iran’s blockade. This signals a market’s ability to circumvent political barriers. What does this mean for global trade routes?
Japan’s LNG Crisis: Hormuz Blockade & Coal Power Shift
Hormuz disruptions threaten Japan’s 4 million tons of LNG imports, forcing a potential coal power surge. Assess the strategic and investment risks.
Hormuz Closure: Natural Gas Prices Surge 39%
Hormuz Strait closure drives natural gas prices up 39%, impacting agricultural costs by 22%. A critical disruption to global food supply chains.