US military surveillance has documented nearly 1,000 commercial vessel transits through the Strait of Hormuz in the roughly two months since the US-Iran ceasefire took effect on April 8, 2026. The figure, shared by an official familiar with US Central Command operations, exceeds private-sector estimates that rely primarily on ship transponders (AIS data). Military analysts […]
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We had a great discussion, and the global oil and gas markets have been changed permanently. “ Iran will have permanent control over the Strait of Hormuz. As though that necessarily, in and of itself, is bullish for oil prices. I would argue that, in fact, it isn’t. “ Doomberg, Substack Author, Energy Analyst This […]
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The Strait of Hormuz has long been the world’s most critical energy chokepoint—handling roughly 20 million barrels per day (b/d) of oil and a significant share of global LNG before the 2026 crisis. But Iran’s de facto closure of the strait since late February 2026, amid escalating conflict, has forced a permanent rethink. Even if […]
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As the Strait of Hormuz remains effectively closed amid the ongoing U.S.-Israeli conflict with Iran, Iraq is racing to reroute its crude exports northward. The Iraqi government has approved an urgent plan to nearly triple pipeline shipments of crude oil from the Kurdistan region to Turkey’s Mediterranean port of Ceyhan, aiming to ease the severe […]
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We have 8 huge stories, and David Blackmon, Forbes, Daily Caller, and Substack Author stopped by. There are a lot of moving parts in the Energy Markets right now, and we bring the 8 biggest stories. We talk about the right way to do data centers, and the implications of the Iran War. […]
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In a sharp escalation of the ongoing 2026 Iran conflict, Iranian drones and missiles struck Kuwait International Airport overnight on June 2-3, hitting Terminal One and causing significant material damage. Kuwaiti authorities reported at least one fatality and dozens of injuries (with some sources citing up to 63 wounded), prompting the immediate suspension of all […]
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In a stark warning delivered at S&P Global’s Middle East Petroleum & Gas Conference in London, Vitol board member Tom Baker pulled no punches: “In Europe and I think in the US, everyone is kind of asleep at the wheel and just carrying on life as normal.” Vitol, one of the world’s largest independent oil […]
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The global LNG market, once prized for its transparency and reliability, is rapidly adopting the opaque tactics of the shadow oil trade. As the Iran conflict—sparked by U.S. and Israeli strikes in late February—continues to throttle flows through the Strait of Hormuz, major Gulf producers like Qatar and the UAE are turning off AIS transponders […]
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In a breaking maritime incident that has sent ripples through global shipping and energy markets, a Panama-flagged vessel was struck by an unknown projectile, triggering a large explosion in the Arabian Gulf. The event occurred just hours after Iran announced it was suspending talks with the US until the IDF withdraws from Lebanon, raising fresh […]
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In a sharp escalation reported today, Iran has signaled its willingness to simultaneously blockade the Strait of Hormuz and the Bab el-Mandeb Strait. According to Iran’s state outlet Tasnim, Tehran is halting indirect talks with the United States amid tensions over Lebanon and is preparing to “completely block” the Strait of Hormuz while activating other […]
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