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US Iran

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Iran’s Hormuz toll was roughly $1 per barrel.

Jul 16, 2026

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Hormuz threat level

This week in energy

A loaded LNG carrier caught fire near Hormuz on Tuesday. By Wednesday, Trump had declared the ceasefire over at the NATO summit, the US had struck more than 80 Iranian targets, Iran had targeted US military facilities in Bahrain and Kuwait, maritime threat levels had been raised and Brent was back near $78.

Jul 9, 2026

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Hormuz bypass

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That is the share of Qatar’s LNG exports that transit the Strait of Hormuz, according to the IEA.

Jul 9, 2026

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Emergency stock release

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That is the cumulative oil supply loss from Middle East producers since the start of the Hormuz crisis, according to the IEA. It is the number sitting behind this week’s quieter Brent price.

Jul 2, 2026

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That is how many vessels US CENTCOM said transited the Strait of Hormuz on 21 June 2026 – one day after Iran’s Revolutionary Guard declared the waterway closed again.

Jun 25, 2026

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That is the widely reported estimate for the Strait of Hormuz to reopen physically. The MOU itself guarantees toll-free passage for 60 days – but the physical constraints that 30 days cannot resolve are a different question entirely.

Jun 18, 2026

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The share of the global fleet Mercuria warns could be idled if marine fuel shortages continue. Most energy crises are measured in barrels. This one may also need to be measured in ships.

Jun 11, 2026

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Energy radar

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That is how much crude China held in above-ground storage at its early-May peak – one of the largest oil buffers ever assembled by a single country.

Jun 4, 2026

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Most demand destruction happens because consumers choose to use less. Petrochemical demand is breaking differently: the plants that convert oil feedstock into chemicals, plastics and industrial inputs simply cannot run at normal rates. Asian utilisation has fallen from 83% in February to an expected 57% in May.

May 28, 2026

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That is how much oil demand the global electric vehicle fleet displaced in 2024 – not a forecast, not a net-zero scenario, but existing electric vehicles already running on existing roads.

May 21, 2026

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Energy radar

This week in energy

The week nothing resolved

May 14, 2026

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2 min read

Energy radar

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The planting window for nitrogen fertiliser closes in approximately six weeks. Across the Northern Hemisphere.Whatever goes into the ground before then determines this year’s harvest. Whatever doesn’t, doesn’t.

May 14, 2026

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2 min read

Energy radar

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The number of seafarers currently in the Persian Gulf on ships that cannot leave, on routes that no longer exist, in a waterway that has been converted from a global commons into a managed corridor.

May 7, 2026

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Apr 30, 2026

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Geography premium

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The oil market doesn’t break at the wellhead. It breaks at the refinery. This section explains the step between “oil isn't flowing through Hormuz” and “there's no diesel in Manila”.

Apr 23, 2026

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Demand destruction

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The oil market doesn’t break at the wellhead. It breaks at the refinery. This section explains the step between “oil isn't flowing through Hormuz” and “there's no diesel in Manila”.

Apr 16, 2026

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2 min read

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This week in energy

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Global Energy Dynamics