2026-07-19 Multiple sources show low tanker transits in Hormuz and slowing Gulf shipments despite higher exports, highlighting supply risks.
2026-07-22 Houthi escalation risks Saudi oil flows; muted market response but un-priced crisis, refining recovery threatened
2026-07-23 Saudi Arabia reroutes oil via Suez Canal as Hormuz and Bab el-Mandeb disrupted, raising costs
2026-07-28 US and Iran paused strikes over the weekend, Brent and WTI front-month contracts saw their biggest one-day drop in two months on Monday, as markets bet on diplomatic resolution and Hormuz reopening.
2026-07-29 US pauses strikes on Iran and confirms talks, raising hopes for Hormuz reopening; Brent falls then rebounds on supply tightness.
2026-07-29 Iranian attacks on US base and US missile interception heighten supply risk, oil jumps
2026-07-29 Despite escalation, tanker traffic persists, oil gives up some gains
2026-07-31 Recovery in Hormuz flows to 30-35% of pre-war levels eases supply concerns, prices fall Friday
2026-07-31 Iran stops two vessels exiting Hormuz while traffic recovers, prices swing on mixed supply signals
2026-08-03 OPEC+ approves 188k bpd September hike, completes voluntary cut rollback, war premium lifts shale profits
2026-08-05 Iran-Oman talks and US-Iran peace deal hopes rise, yet July Gulf exports remain 40% below pre-war
2026-08-14 US threatens indefinite naval blockade of Iran, combined with tanker attacks and oil spill, sustaining supply disruption risks in the Strait of Hormuz
Hormuz Supply Uncertainty Persists, Oil Rises for Fourth Day
Conflicting US-Iran signals on Hormuz plus lower Russian exports support prices
D1 +3.9% · +5d -7.1%
›7 waves of this story
2026-07-23 Houthi attacks on tankers near Saudi Arabia force Red Sea rerouting, fueling supply fears
2026-07-24 Oil topped $100 Thursday then fell below Friday; Houthi tanker strikes and US-Iran tensions keep supply risks elevated
2026-07-27 US and Iran paused strikes over weekend; oil fell >5% in a day, Brent back below $90, largest drop in two months.
2026-08-10 Iran says deal with Oman on new shipping lanes in final stages but US must meet other conditions; doubts persist on reopening
2026-08-12 Multiple reports indicate US-Iran talks are at an impasse, with ongoing ship attacks in the Middle East fueling supply disruption concerns and supporting oil prices
2026-08-13 US energy secretary claims ~9M bpd crossed Hormuz last week, but market skeptical; Oman spill adds supply worries
2026-08-19 Conflicting US-Iran signals on Hormuz plus lower Russian exports support prices
17 earlier events›
OtherBear
US Crude Inventories Rise 4.4M Barrels, Third Straight Build
Stock builds may offset supply concerns, but focus remains on geopolitics
D1 +0.4% · since +2.8%
OtherBull
Two Oil Slicks Appear in Iranian Waters, Major Spill Threatens Environment Near Hormuz
Satellite imagery confirms two slicks in Iranian waters; tit-for-tat tanker attacks raise environmental disaster concerns and supply disruption risks
D1 +1.8% · +5d +6.2%
AnalystBear
OPEC Cuts Global Oil Demand Growth Forecast on Hormuz Talks Stalemate
Lower demand forecasts and 17.4M-barrel crude build pressure oil prices
D1 -0.5% · +5d +3.2%
›2 waves of this story
2026-08-12 OPEC again lowered its global oil demand growth forecast for this year due to stalled Hormuz reopening talks and prolonged Red Sea risks
2026-07-14 Third straight night of US attacks on Iran and renewed blockade of Strait of Hormuz push oil to one-month high
2026-07-14 Third straight night of US strikes on Iran and renewed naval blockade lift Brent to one-month high, heightening supply risk.
2026-07-15 US launches new strikes on Iranian military and energy targets, reinstates naval blockade of Iranian ports, heightening Strait of Hormuz supply disruption fears.
2026-07-16 Fresh US strikes on Iranian military sites heighten supply-disruption fears, lifting oil for a fourth straight day.
2026-07-19 Multiple sources show low tanker transits in Hormuz and slowing Gulf shipments despite higher exports, highlighting supply risks.
2026-07-22 Houthi escalation risks Saudi oil flows; muted market response but un-priced crisis, refining recovery threatened
2026-07-23 Saudi Arabia reroutes oil via Suez Canal as Hormuz and Bab el-Mandeb disrupted, raising costs
2026-07-28 US and Iran paused strikes over the weekend, Brent and WTI front-month contracts saw their biggest one-day drop in two months on Monday, as markets bet on diplomatic resolution and Hormuz reopening.
2026-07-29 US pauses strikes on Iran and confirms talks, raising hopes for Hormuz reopening; Brent falls then rebounds on supply tightness.
2026-07-29 Iranian attacks on US base and US missile interception heighten supply risk, oil jumps
2026-07-29 Despite escalation, tanker traffic persists, oil gives up some gains
2026-07-31 Recovery in Hormuz flows to 30-35% of pre-war levels eases supply concerns, prices fall Friday
2026-07-31 Iran stops two vessels exiting Hormuz while traffic recovers, prices swing on mixed supply signals
2026-08-03 OPEC+ approves 188k bpd September hike, completes voluntary cut rollback, war premium lifts shale profits
2026-08-05 Iran-Oman talks and US-Iran peace deal hopes rise, yet July Gulf exports remain 40% below pre-war
2026-08-14 US threatens indefinite naval blockade of Iran, combined with tanker attacks and oil spill, sustaining supply disruption risks in the Strait of Hormuz
Hormuz Supply Uncertainty Persists, Oil Rises for Fourth Day
Conflicting US-Iran signals on Hormuz plus lower Russian exports support prices
D1 +3.9% · +5d -7.1%
›7 waves of this story
2026-07-23 Houthi attacks on tankers near Saudi Arabia force Red Sea rerouting, fueling supply fears
2026-07-24 Oil topped $100 Thursday then fell below Friday; Houthi tanker strikes and US-Iran tensions keep supply risks elevated
2026-07-27 US and Iran paused strikes over weekend; oil fell >5% in a day, Brent back below $90, largest drop in two months.
2026-08-10 Iran says deal with Oman on new shipping lanes in final stages but US must meet other conditions; doubts persist on reopening
2026-08-12 Multiple reports indicate US-Iran talks are at an impasse, with ongoing ship attacks in the Middle East fueling supply disruption concerns and supporting oil prices
2026-08-13 US energy secretary claims ~9M bpd crossed Hormuz last week, but market skeptical; Oman spill adds supply worries
2026-08-19 Conflicting US-Iran signals on Hormuz plus lower Russian exports support prices
OtherBear
US Crude Inventories Rise 4.4M Barrels, Third Straight Build
Stock builds may offset supply concerns, but focus remains on geopolitics
D1 +0.4% · since +2.8%
OtherBull
Two Oil Slicks Appear in Iranian Waters, Major Spill Threatens Environment Near Hormuz
Satellite imagery confirms two slicks in Iranian waters; tit-for-tat tanker attacks raise environmental disaster concerns and supply disruption risks
D1 +1.8% · +5d +6.2%
AnalystBear
OPEC Cuts Global Oil Demand Growth Forecast on Hormuz Talks Stalemate
Lower demand forecasts and 17.4M-barrel crude build pressure oil prices
D1 -0.5% · +5d +3.2%
›2 waves of this story
2026-08-12 OPEC again lowered its global oil demand growth forecast for this year due to stalled Hormuz reopening talks and prolonged Red Sea risks
2026-07-14 Third straight night of US attacks on Iran and renewed blockade of Strait of Hormuz push oil to one-month high
2026-07-14 Third straight night of US strikes on Iran and renewed naval blockade lift Brent to one-month high, heightening supply risk.
2026-07-15 US launches new strikes on Iranian military and energy targets, reinstates naval blockade of Iranian ports, heightening Strait of Hormuz supply disruption fears.
2026-07-16 Fresh US strikes on Iranian military sites heighten supply-disruption fears, lifting oil for a fourth straight day.
