Commodities Report: Brent crude oil futures | 2026-04-10 23:10 UTC [QDXM] | Bullish | loosening

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1. https://www.oilandgas360.com/aramco-totalenergies-assess-damage-at-satorp-refinery-after-overnight-incident/#utm_source=rss&utm_medium=rss&utm_campaign=aramco-totalenergies-assess-damage-at-satorp-refinery-after-overnight-incident - * TotalEnergies reported damage at the SATORP refinery in Saudi Arabia following overnight incidents during April 7–8. * One of the refinery’s two processing trains was shut down as a precaution. * No casualties were reported, and an assessment of damage is ongoing. * The timeline for restarting the affected train is not disclosed. * The incident could impact regional product supply depending on outage duration.
2. https://cryptobriefing.com/adam-rozencwajg-the-global-oil-market-is-tighter-than-believed-geopolitical-tensions-are-causing-unprecedented-disruptions-and-us-shale-production-is-reshaping-energy-independence-macro-voices/ - * The global oil market is tighter than many believe, suggesting potential price increases. * Disruptions in energy markets are unprecedented, with impacts not fully realised. * Iranian control of the Strait of Hormuz significantly affects oil transit. * US shale production has reduced reliance on Middle Eastern oil. * Disruptions are affecting global supply chains and are structurally different from past crises.
3. https://philnews.ph/2026/04/10/department-of-energy-secures-165-million-liters-of-oil/ - * The Department of Energy (DOE) in the Philippines secured about 165.7 million litres of diesel. * The volume will be delivered in phases through April to ensure stable fuel availability. * The shipments, part of the Emergency Energy Security Program, involve sources from Japan, Malaysia, Singapore, North Asia, India, and Oman. * The first batch arrived with 142,000 barrels, about 22.6 million litres. * The country currently has 50 days' worth of oil in stock, subject to change based on consumption.
4. https://gcaptain.com/saudi-arabia-maintains-oil-exports-from-key-red-sea-port-for-now/ - * Saudi Arabia’s oil exports via the Red Sea are currently holding steady despite a drone attack on a pipeline. * The attack damaged one of 11 pumping stations, reducing throughput by 700,000 barrels a day. * It will take several days for the reduced flow to impact exports at Yanbu. * Saudi Arabia has increased crude shipments from its Red Sea terminals to about 4 million barrels a day since late February. * The pipeline has a capacity of 7 million barrels per day and is crucial for exporting Gulf crude.
5. https://www.bicmagazine.com/industry/refining-petrochem/iran-war-raises-demand-for-us-fuel/ - * Disruptions to Middle Eastern oil flows due to Iran war increase demand for U.S. fuel exports. * U.S. Gulf Coast refiners experience strong margins and high utilisation rates. * US refined product exports hit record levels in March, improving refining margins. * Diesel and jet fuel markets are most affected, with premiums increasing significantly. * Rising crude costs impact refiners like Phillips 66, but they benefit from high product prices.
6. https://oilprice.com/Energy/Crude-Oil/Oil-Ignores-Escalation-Logs-Biggest-Weekly-Drop-Since-2025.html - * Oil prices are set for the largest weekly loss since July 2025, despite ongoing Middle East conflicts. * Straits of Hormuz remains closed with Iranian transit dominating, affecting supply. * Saudi Arabia reports substantial damage to its oil infrastructure from recent attacks. * OPEC+ reduced production by 8.11 million b/d in March, mainly due to Strait closures. * China permits state refiners to draw from strategic reserves, allowing 1 million b/d drawdowns. * Japan releases strategic reserves to maintain domestic supply amid global uncertainties. * Brazil plans to appeal a court ruling suspending its crude oil export tax. * Shell aims to develop Venezuelan offshore gas fields by 2027. * China grants additional import quotas to private refiners, aiming for high run rates. * Mexico considers approving fracking to reduce US gas dependency. * US Department of Energy offers 30 million barrels from SPR for market testing. * Libya discovers three new oil and gas fields amidst exploration efforts. * Indonesia defers LNG exports to address domestic supply shortages. * Japan’s Kashiwazaki-Kariwa nuclear reactor expected to restart, reducing LNG dependence.
7. https://oilprice.com/Latest-Energy-News/World-News/Novorossiysk-Restarts-Oil-Loadings-at-Reduced-Capacity-After-Drone-Strike.html - * Russia has resumed limited operations at Novorossiysk port following a drone attack that halted full operations. * The restart involves one berth and an expected cargo of about 80,000 tonnes, far below normal capacity. * Damage included fires and damage to infrastructure affecting oil and fuel shipments. * The port is a key outlet for Russian and Kazakh crude exports, linked to the Caspian Pipeline Consortium. * Capacity remains constrained, with some export flows restored but operating at reduced rates.
8. https://euromaidanpress.com/2026/04/10/russias-black-sea-oil-hub-resumes-loading/ - * Russia’s largest Black Sea oil export hub, the Sheskharis terminal in Novorossiysk, partially resumed operations on 9 April after Ukrainian drone strikes on 5–6 April disrupted fuel loadings and caused fires. * The terminal can handle up to 700,000 barrels of crude per day and handles approximately 20% of Russia's seaborne crude shipments. * Only one berth is operational, with an expected cargo of 80,000 tonnes; full capacity recovery is uncertain. * Ukrainian strikes targeted the terminal and related infrastructure to disrupt Russian oil exports and revenue, with further strikes on inland pipeline routes in Krasnodar Krai. * The campaign aims to weaken Russia’s fuel supply chain and financing for the war, impacting energy logistics and export revenues.
9. https://www.essahafa.tn/2026/04/10/%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D9%8A%D8%B5%D8%B9%D8%AF-%D8%B9%D9%82%D8%A8-%D9%87%D8%AC%D9%85%D8%A7%D8%AA-%D8%B9%D9%84%D9%89-%D9%85%D9%86%D8%B4%D8%A2%D8%AA-%D8%B7%D8%A7%D9%82%D8%A9-%D8%B3%D8%B9%D9%88/ - * Oil prices increased in early trading on Friday due to concerns over supply from Saudi Arabia after attacks on energy infrastructure. * The attacks affect infrastructure in Saudi Arabia, prompting fears over oil supply. * The movement of tankers through the Strait of Hormuz remains largely halted. * Oil prices are currently trending towards a loss amid decreasing tensions between the US and Iran and diplomatic developments involving Israel and Lebanon.
10. https://oilprice.com/Energy/Crude-Oil/Oil-Ignores-Escalation-Logs-Biggest-Weekly-Drop-Since-2025.html - * Despite ongoing escalation in the Middle East, crude oil prices dropped significantly, with the largest weekly loss since July 2025. * The Strait of Hormuz remains closed, with Iran controlling commercial navigation. * Saudi Arabia reported substantial damage to oil fields from recent attacks. * OPEC+ production dropped by 8.11 million b/d in March due to geopolitical tensions. * China allowed refiners to draw from strategic reserves; Japan released oil reserves; Brazil challenged new oil export taxes. * Shell announced plans for Venezuelan gas developments; China granted additional import quotas. * Mexico considered allowing fracking; US offered 30 million barrels from SPR; Libya discovered new oil fields. * Indonesia diverted LNG for domestic use; Japan’s nuclear reactor to restart boosting LNG imports.
11. https://www.shaledirectories.com/blog-1/facts-rumors-newsletter-637-april-11-2026/ - * U.S. crude oil exports are projected to reach record levels in April and May due to increased demand from Asian countries following the Iran war, with exports potentially hitting 5.2 million barrels per day in April and 5 million barrels per day in May.* * U.S. crude oil stockpiles increased for seven consecutive weeks, with stocks exceeding the five-year average.* * West Texas oil production hit a record 13 million barrels in 2025, helping stabilise U.S. supply amidst global market pressures.* * The U.S. completed its first $500 million sale of Venezuelan oil, with plans for more exports.* * The Federal Energy Regulatory Commission (FERC) is reviewing requests to resume and consider environmental impacts of the Constitution pipeline project.*
12. https://www.thehindubusinessline.com/companies/india-to-continue-buying-russian-crude-oil/article70848087.ece - * Indian refiners will maintain Russian crude purchases despite expiry of US sanctions waiver, citing supply uncertainty from West Asia.
13. https://www.mees.com/2026/4/10/opec/historic-opec-output-decline-on-hormuz-closure/90b7a390-34e4-11f1-bd78-ef5f2df7912d - * OPEC's monthly crude oil production fell by 7.50 million barrels per day in March, the largest decline in its history. * The decline was due to Iran closing the Strait of Hormuz to most non-Iranian shipping following US-Israeli strikes on 28 February. * Production averaged 21.90 million b/d in March, the lowest since June 2020. * Despite a ceasefire announced on 7 April, further declines are expected in the near term.
14. https://oilprice.com/Latest-Energy-News/World-News/Novorossiysk-Restarts-Oil-Loadings-at-Reduced-Capacity-After-Drone-Strike.html - * Russia's Novorossiysk port resumed limited operations after a drone attack that caused a full suspension earlier in the week. * Only one berth is active, and about 80,000 tons are expected to depart, below normal capacity. * The attack damaged loading infrastructure, leading to partial restart of oil and fuel loadings. * The port remains important for Russian and Kazakh exports, including the Caspian Pipeline system. * Infrastructure damage and drone attacks have constrained operational capacity at Russian and neighbouring ports.
15. https://news.day.az/world/1827150.html - * Пекин разрешил нефтеперерабатывающим заводам использовать коммерческие запасы нефти для стабилизации внутреннего рынка. * В доступ к резервам получили Sinopec и China National Petroleum Corporation. * Аналитики подсчитали, что Китай может выделять миллион баррелей в сутки с апреля по июнь. * Общий объем резервов оценивается в 1,4 миллиарда баррелей. * Импорт нефти Китая составляет около 11 миллионов баррелей в сутки, резервов хватит примерно на 2,5 месяца при полном использовании запасов.
16. https://washingtonstand.com/article/economic-uncertainty-reigns-in-wake-of-iran-war - • Oil prices fell 15% after US-Iran ceasefire but long-term energy impacts may last years. • US Q4 2025 growth was 0.5%, with full-year growth at 2.1%, indicating sluggish recovery. • Economists cite high inflation, interest rates, and national debt — reaching $39 trillion — as key concerns. • Tariffs and global geopolitical tensions add to economic uncertainties. • Long-term US growth is hampered by interest payments and high debt, impacting future economic prospects.
17. https://www.fxstreet.com/analysis/usd-gbp-volatility-to-continue-as-geopolitical-strains-cloud-outlooks-202604101618 - * USD/GBP has experienced volatility in 2026, influenced by geopolitical tensions and energy prices. * The conflict in Iran, energy price fluctuations, and US interest rate prospects impact currency movements. * US jobs data and energy resilience may support the dollar, while peace prospects could influence sterling. * The pair's outlook depends on Middle East peace negotiations and energy market recovery. * The article discusses demand trends and consumption forecasts from major oil importing regions, affecting global oil prices and currency dynamics.
18. https://investinglive.com/news/iran-does-not-offer-any-goodwill-gestures-on-strait-of-hormuz-crossing-ahead-of-talks-20260410/ - * Limited shipping activity reported in the past 24 hours along the Strait of Hormuz. * Four dry-bulk ships and four tankers, including three Iran-linked vessels, sailed through the strait. * One sanctioned gas tanker and one dry-bulk ship are in the process of sailing out. * Overall vessel movement remains below ten, with Iran favouring ships linked to allies. * Iran's actions signal continued control and leverage ahead of negotiations with the US.
19. https://www.newarab.com/news/are-ships-able-pass-through-strait-hormuz-yet - * Shipping through the Strait of Hormuz remains severely restricted, with only 10 ships transiting since the ceasefire, far below normal levels. * Diplomatic agreements have yet to translate into operational realisation; most ships are waiting or avoiding the area due to high risk. * Iran continues to control the strait, linking its actions to ongoing conflicts in Lebanon, with limited and managed transit. * Iran’s IRGC has announced alternative routes amid threats from mines, making passage potentially dangerous. * International efforts to reopen the strait, including mine-clearing and naval escorts, are ongoing but face complexities due to security concerns and diverging international positions.
20. https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabias-SATORP-Refinery-Shut-Down-After-Attack.html - * SATORP refinery, jointly owned by Aramco and TotalEnergies, was shut down following damage to one refining unit caused by incidents during the night of April 7 to 8. * The damage affected one of two processing trains at the refinery, which has a capacity of 460,000 barrels per day, located in Jubail, Saudi Arabia. * Multiple energy facilities in Saudi Arabia, including SATORP, were halted due to recent attacks, impacting oil, gas, and refining infrastructure. * The attacks resulted in the loss of approximately 700,000 barrels per day in throughput via the East-West Pipeline, a key export route since the Strait of Hormuz blockade. * Attacks extend to multiple refining facilities, affecting Saudi exports and highlighting risks at critical shipping routes and strategic chokepoints, with Iran in control of the Strait of Hormuz during ongoing tensions.
21. https://www.thehindubusinessline.com/economy/west-asia-conflict-lpg-usage-at-21-month-low-in-march/article70847661.ece - * LPG consumption in India fell by 16% m-o-m and 13% y-o-y to 2.38 million tonnes in March 2026, reaching a 21-month low. * Diesel and petrol consumption hit record highs in March 2026, at 8.73 mt and 3.78 mt respectively, driven by panic buying amid West Asia conflict. * India’s LPG imports decreased sharply to around 1.1 mt due to the closure of the Strait of Hormuz, affecting supply chain. * Despite import declines, India’s cumulative LPG consumption increased by 6% y-o-y to 33.21 mt in FY26. * The conflict has caused disruption at a critical energy chokepoint, impacting overall energy imports.
22. https://www.mees.com/2026/4/10/op-ed-documents/the-2026-gulf-war-and-its-implications-for-energy-markets-and-the-region/0e984dd0-34e7-11f1-bda6-b57c4acee224 - * The Gulf War initiated in February 2026 with US and Israeli attacks on Iran, affecting Middle East stability and energy supplies. * The conflict disrupted approximately 12 million barrels per day of crude oil passage through the Strait of Hormuz, impacting global oil and hydrocarbon supplies. * Crude exports from Iraq, Kuwait, Qatar, the UAE, and Saudi Arabia declined significantly, leading to a rise in energy prices. * Qatar’s gas and LNG exports were mainly halted due to targeting of Ras Laffan facilities, affecting global LNG trade. * International storage and rerouting efforts by Saudi Aramco and other entities partially mitigated supply disruptions, but prices still surged. * The impact varies across countries, with Asia being most vulnerable; the crisis may reshape energy security and market dynamics.
23. https://www.mees.com/2026/4/10/opec/historic-opec-output-decline-on-hormuz-closure/90b7a390-34e4-11f1-bd78-ef5f2df7912d - * Opec’s monthly crude oil production decreased by 7.50 million barrels per day in March, the largest decline in history. * The decline was caused by Iran's closure of the Strait of Hormuz to most non-Iranian shipping following US-Israeli strikes. * Production averaged 21.90 million barrels per day in March, the lowest since June 2020. * Despite a ceasefire announcement on 7 April, production is expected to decrease further this month.
24. https://united24media.com/latest-news/eu-spends-eur288-billion-on-russian-yamal-lng-as-qatari-supplies-dry-up-17821 - * European Union countries increased imports from Russia’s Yamal LNG project in the first quarter of the year, spending €2.88 billion ($3.38 billion). * The surge is driven by disruptions in Middle Eastern LNG supplies due to damage in infrastructure and geopolitical tensions, notably in the Strait of Hormuz. * The Strait of Hormuz is a critical maritime chokepoint, accounting for around 20% of global LNG trade, primarily from Qatar and the UAE. * The EU accounted for 97% of all Yamal LNG cargoes during the period, with little appetite to cease Russian LNG imports before the planned 2027 embargo. * The increase in European reliance on Russian LNG exposes vulnerabilities in EU sanctions strategy and benefits Moscow financially amid Middle East conflicts.
25. https://www.whalesbook.com/news/English/economy/West-Asia-Conflict-Sparks-Broad-Economic-Shock-for-India-Beyond-Oil/69d91b92e0ea10058db8343f - * The West Asia conflict impacts India's economy through disruptions to LNG supply, trade routes, and remittances.* Qatar's LNG export capacity is reduced by about 17%, with repairs expected to take three to five years.* The Strait of Hormuz, a key route for Asian oil and LNG shipments, faces restrictions, increasing supply chain risks.* Higher freight and insurance costs are pushing up inflation, affecting manufacturing and agriculture.* India’s GDP growth forecast for FY27 has been revised downward, and the rupee is under pressure due to higher import costs.* Critical sectors like fertilisers, chemicals, manufacturing, and transport are directly affected.* The crisis exposes India’s dependence on regional energy trade and underscores structural weaknesses in energy diversification and supply chains.
26. https://www.cairo24.com/2403654 - * Oil prices experience significant weekly decline, with the largest since June 2025. * US and Brent crude futures rise marginally, but overall prices fall around 12% this week. * Tensions between Iran and the US, and reduced shipments through the Strait of Hormuz, impact supply. * Iran controls the Strait, with most recent tanker movements linked to Iran. * Saudi Arabia's oil output drops by approximately 1.3 million barrels daily due to attacks and pipeline issues.
27. https://markets.financialcontent.com/stocks/article/marketminute-2026-4-10-delta-air-lines-and-the-iran-conflict-navigating-the-2026-fuel-crisis - * Delta Air Lines signals a strategic shift towards capacity rationalization amid geopolitical tensions and rising fuel prices. * The Iran conflict has led to increased fuel costs, detours affecting flight times, and operational challenges. * Delta owns the Trainer refinery, which is expected to provide a $300 million benefit in Q2 from higher crack spreads. * Industry-wise, satellite airlines are facing route cancellations and route shifts, with some carriers suspending high-exposure routes. * The situation is prompting a global reshaping of flight patterns and influencing aircraft demand, especially fuel-efficient models. * The future depends on diplomatic efforts to reopen the Strait of Hormuz and stabilise fuel prices.
28. https://www.theguardian.com/world/2026/apr/10/european-airports-jet-fuel-shortages-flights-iran - * European airports warn of jet fuel shortages if oil supplies do not resume through the Strait of Hormuz within three weeks. * The warning was issued by Airports Council International (ACI) Europe to the EU transport commissioner. * Oil prices, including Brent crude, remain high amid geopolitical tensions and disruptions related to Iran. * Europe sources over 60% of its jet fuel from Gulf refineries, with more than 40% transiting through the Strait of Hormuz. * Airlines, including Ryanair, have started adjusting flight plans and raising fares due to higher fuel costs, risking economic impact and travel disruptions.
29. https://www.mees.com/2026/4/10/op-ed-documents/the-2026-gulf-war-and-its-implications-for-energy-markets-and-the-region/0e984dd0-34e7-11f1-bda6-b57c4acee224 - * The war began with US and Israeli attacks on Iran on February 28, 2026, escalating throughout the Arabian Gulf. * The conflict disrupted around 12 million barrels per day of oil through the Strait of Hormuz, affecting 12% of global oil supply. * Crude oil production in affected Gulf countries fell from 21mn b/d in January 2026 to 14.0mn b/d in March. * Qatar’s gas and LNG exports, along with helium and refined products, were significantly impacted. * Prices of crude, jet fuel, and gas increased notably due to supply disruptions. * Saudi Arabia rerouted exports via the East-West Pipeline, mitigating some impacts. * The crisis caused a substantial rise in global energy prices and food costs, affecting markets and economies, especially in Asia. * Past conflicts like 1973 and 1990s invasions led to supply disruptions but did not cause closed straits or such widespread impacts. * Emergency oil stocks and strategic reserves played roles in managing the crisis, but stocks were insufficient for the scale of disruption. * Recovery and long-term market effects remain uncertain, with pessimistic outlooks from economists and analysts.
30. https://investmacro.com/2026/04/oil-prices-have-once-again-approached-100-dollars-per-barrel/ - ['*Oil prices rise near $100 per barrel due to unrest in the Strait of Hormuz and concerns over potential blockade.', '*OPEC+ reaffirms its commitment to production cuts, supporting market stability.', '*US crude inventories decline unexpectedly, contributing to increased market volatility.', '*Iran-US ceasefire tensions escalate, affecting global energy supplies and market sentiment.', '*Australia’s dollar hits a three-week high, reflecting increased risk appetite amidst Middle East instability.']
31. https://www.alchempro.com/news/chemicals-news/technip-energies-wins-vietnam-petrochemical-upgrade-contract-309612-newsdetails.htm - * Technip Energies awarded a contract by Long Son Petrochemicals for the Long Son Petrochemicals Enhancement project in Vietnam. * The project involves upgrading a steam cracker from naphtha to ethane feedstock, using proprietary ethylene technologies. * The project aims to improve efficiency, reduce costs, lower carbon footprint, and increase feedstock flexibility. * It is among the first worldwide to convert a naphtha-based steam cracker to ethane. * The project builds on Technip Energies' previous work on the plant's cracker unit (2018-2023).
32. https://www.bairdmaritime.com/shipping/tankers/japan-to-release-20-days-worth-of-oil-reserves-starting-in-may - * Japan plans to release 20 days' worth of oil reserves starting in May. * The release aims to ensure stable domestic supply amid regional conflicts. * Japan is dependent on Middle Eastern oil for 95 per cent of its supply. * The releases follow an initial unilateral act on 16 March and are part of a strategy to last 50 days.
33. https://www.skynewsarabia.com/business/1863519-%D8%A8%D8%B1%D9%86%D8%AA-%D8%A7%D9%84%D9%81%D9%88%D8%B1%D9%8A-%D9%8A%D9%83%D8%B4%D9%81-%D8%A3%D8%B2%D9%85%D8%A9-%D8%AE%D9%81%D9%8A%D8%A9-%D8%B3%D9%88%D9%82-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%A7%D9%84%D8%B9%D8%A7%D9%84%D9%85%D9%8A%D8%A9 - * Sharp fluctuations in Brent dated price raise concerns over ongoing supply tightness in physical oil markets. * Brent dated hit $131.97, up over 7% from the previous session, amid instability in the Strait of Hormuz. * The gap between the physical Brent dated and futures contracts indicates persistent physical supply shortages. * Market estimates suggest real-world supply is becoming more scarce, reflecting in higher spot prices. * Experts warn disruptions in Strait of Hormuz could worsen global energy supply and prices. * Industry analysts highlight mismatches in oil pricing due to geopolitical risks and market conditions.
34. https://www.orissapost.com/adb-ups-indias-fy27-gdp-projections-to-6-9-flags-prolonged-middle-east-conflict-risk-for-asia/ - * ADB projects India’s GDP growth at 6.9% in FY27, up from 6.6% previously. * Growth driven by strong domestic demand, policy reforms, and favourable external environment. * Risks stem from prolonged Middle East conflict impacting energy and food prices. * Inflation forecast to rise to 4.5% in FY26, then ease to 4% in FY28. * External challenges and global oil prices may affect growth and inflation.
35. https://www.ilfattoquotidiano.it/2026/04/10/export-petrolio-usa-guerra-iran-notizie/8351585/ - * US crude oil exports sono cresciute in aprile del 30%, raggiungendo 5,2 milioni di barili al giorno, rispetto a 3,9 milioni di marzo. * La crescita è dovuta alla riorganizzazione dei flussi globali e all'aumento dei convoy di petroliere verso gli Stati Uniti, soprattutto in Asia. * Lo Stretto di Hormuz rimane una zona di contesa con solo 15 navi transitate dopo la tregua di due settimane, contro una media di 140 prima del conflitto. * Circa 800 navi sono restate bloccate nel Golfo, con traffico limitato, condizioni di navigazione ristrette e aumentato rischio operativo. * La restrizione nello Stretto di Hormuz ha causato un aumento dei prezzi del petrolio e volatilità di mercato, influendo sulle economie mondiali.
36. https://www.contacto.lu/mundo/petroleiro-nao-iraniano-passa-pela-primeira-vez-o-estreito-de-ormuz-apos-cessar-fogo/145535533.html - * A Gabon-flagged oil tanker was the first non-Iranian vessel to cross the Strait of Hormuz since the ceasefire between the US and Iran came into effect. * The tanker MSG, carrying 6,941 tonnes of fuel oil, departed from Sharjah, UAE, and was heading to India. * Since the ceasefire, three Iranian and six bulk carrier ships have crossed the strait. * The crossings followed the route near Larak Island, guided by the Iranian Revolutionary Guard. * Traffic through the strait remains below average, and some ships attempted to cross but did not confirm the transit.
37. https://www.contacto.lu/fronteiras/trafego-maritimo-paralisado-no-porto-de-antuerpia-devido-a-derrame-de-petroleo/145551170.html - * The maritime traffic at the Belgian port of Antwerp was paralysed on Friday due to an oil spill. * The spill occurred during a refuelling operation on Thursday night at the Deurganck dock. * The spill contaminated the river Escalda, causing traffic disruption and closure of several lock gates. * The disruption is expected to last "perhaps several days". * The port authority expressed regret and is working to minimise operational and ecological damage.
38. https://www.disruptionbanking.com/2026/04/10/why-chevron-may-be-the-biggest-oil-winner-of-the-iran-conflict/ - * U.S. military actions in Venezuela and Iran have disrupted global oil flows, impacting prices and markets in 2026. * The Strait of Hormuz remains effectively closed, causing delays and increased profits for oil majors like Chevron. * Chevron's upstream earnings are expected to rise up to $2.2 billion in Q1 due to oil price surges. * Chevron gains from limited exposure to Middle East, poised to expand Venezuelan operations following new law allowing private companies to operate oil assets. * The company is nearing an agreement to expand its project in Venezuela's Orinoco Belt, potentially becoming the largest private producer in the region.
39. https://www.fxstreet.com/news/oil-physical-tightness-and-supply-shocks-reshape-pricing-bny-202604101146 - * North Sea Forties Blend reached nearly $147/bbl, Dated Brent up 7% to $131.96, above futures at $97.20, reflecting physical market tightness. * Iran’s control of the Strait of Hormuz has reduced flows to 8% of normal levels, constraining a key global supply route. * Talks in Pakistan focus on shipping resolutions and extending ceasefire in the region; Iran floated a $1/bbl toll fee, eliciting a warning from Trump. * Nine ships cleared the Strait, but traffic remains restricted. * Brent contracts for difference exceeded $30, halting trading; Saudi output capacity fell by 600,000 b/d, pipeline disruptions cut a further 700,000 b/d. * Fears of prolonged shortages, especially in Asia, supported Brent, WTI, and Omani Crude amid energy shortages, despite WTI futures falling 10% within the week.
40. https://www.dimokratia.gr/oikonomia/679758/jpmorgan-to-petrelaio-quot-apeilei-quot-na-aggixei-xana-ta-ypsila-toy-polemoy-an/ - • JPMorgan forecasts oil prices could rise by 15-20 dollars per barrel if Strait of Hormuz reopening occurs gradually rather than quickly. • The market anticipates 50% of normal flows returning by May and full recovery by June. • Oil prices hovered just below 100 dollars per barrel, with potential rise to 120 dollars amid delays. • The Strait of Hormuz remains closed due to the Middle East conflict, affecting a third of global oil production. • US and Iran talks are scheduled, focusing on the Strait and ongoing maritime risks.
41. https://londonlovesbusiness.com/oil-edges-higher-as-supply-concerns-remain/ - * Oil prices edged higher on Friday due to persistent supply concerns. * Markets remain on track for weekly decline after a ceasefire in the Middle East. * Saudi production capacity was impacted during recent tensions. * Strait of Hormuz remains largely closed, constraining global shipments. * geopolitical developments and infrastructure recovery will influence future prices.
42. https://foxwilmington.com/hormuz-choke-point-persists-as-iran-halts-oil-traffic-despite-trump-ceasefire/?utm_source=rss&utm_medium=rss&utm_campaign=hormuz-choke-point-persists-as-iran-halts-oil-traffic-despite-trump-ceasefire - * Oil traffic through the Strait of Hormuz remains halted despite a U.S.-backed ceasefire, raising questions about Iran's compliance. * Approximately 3,200 vessels, including 800 tankers and cargo ships, are backlogged west of the strait. * No oil tankers have risked passing recently; ships are transiting near Iran’s Larak Island rather than standard lanes. * Cargo is rerouted through Oman and UAE ports, increasing voyage times and costs. * Iran demands a toll of $1 per barrel paid in cryptocurrency, citing continued conflicts as reasons for strait closure. * Ongoing US-Iran talks scheduled for Saturday in Pakistan aim to secure a permanent ceasefire.
43. https://www.lidovky.cz/byznys/hormuz-pruliv-tanker-ropa.A260410_111522_ln_ekonomika_lsva#utm_source=rss&utm_medium=feed&utm_campaign=ln_lidovky&utm_content=main - * Japanese supertankers, including Majasan and Jakumosan, entered the region near Ras Tanura, Saudi Arabia, on Thursday. * These vessels are part of the Very Large Crude Carrier (VLCC) category and can carry approximately 2 million barrels of oil. * The ships were originally in place since mid-March and are now moving east towards Hormuz. * Approximately 100 vessels have been stuck since late February following US and Israeli strikes. Many are now repositioning closer to Hormuz. * Shipping conditions remain unclear, with Iran allegedly charging passage fees, which some crews oppose. * Three Chinese VLCC tankers also arrived in the area on Thursday.
44. https://www.nakedcapitalism.com/2026/04/iran-war-ceasefire-negotiations-a-ruse-to-buy-time-for-ground-attack-as-hormuz-stays-closed-hezbollah-hits-israel-hard-after-savage-bombing-saudis-move-back-syria-against-israel.html - ['* The Iran war is unlikely to see progress despite pending negotiations, with the Strait of Hormuz remaining effectively closed, impacting oil shipments.', '* Iran has increased strikes against Saudi facilities, reducing oil output; US force levels in the region continue to rise.', '* Israel plans to hold direct negotiations with Lebanon, though its motives and strategic intentions remain unclear, with ongoing conflict in Lebanon.', '* Saudi Arabia faces significant disruptions in oil production due to Iranian attacks, affecting global oil supplies.', '* The US and its allies are deploying large military assets, including transport planes and missiles, indicating preparations for possible ground operations.']
45. https://www.marineinsight.com/iran-allows-only-15-ships-to-cross-strait-of-hormuz-daily-per-the-ceasefire-agreement/?utm_source=rss&utm_medium=rss&utm_campaign=iran-allows-only-15-ships-to-cross-strait-of-hormuz-daily-per-the-ceasefire-agreement - * Iran limits passage to no more than 15 ships per day through the Strait of Hormuz, compared to around 140 before the conflict. * In the last 24 hours, one oil tanker and five dry bulk carriers crossed; two Iranian-flagged tankers also passed. * Iran requires ships to seek approval from military and authorities before crossing, citing technical and safety reasons. * The restricted access affects global energy flows, with oil prices rising over 3% to around $98 per barrel. * The ceasefire is temporary, lasting two weeks, with ongoing talks and proposals for future control and fees for passage.
46. https://losangelesweeklytimes.com/what-this-real-world-oil-price-says-about-market-stress/ - * The fluctuating price of physical Brent crude indicates ongoing market stress, with a notable gap between physical spot prices and futures. * Dated Brent reached $144.42, reflecting scarcity of real barrels, despite a temporary ceasefire in the Middle East. * Strait of Hormuz remains almost entirely blocked, with experts predicting prolonged disruption. * Physical market prices suggest supply tightness, while Brent futures show less immediate concern. * Market dislocation highlights operational risks exceeding perceived geopolitical risks.
47. https://virginiabusiness.com/oil-largest-weekly-loss-strict-of-hormuz-tensions/ - * Oil prices are set for the biggest weekly decline since June, with futures near $100 a barrel due to supply concerns. * The week’s loss is about 12%, following an agreement on a two-week ceasefire, but fighting and restricted Strait of Hormuz flows persist. * Saudi Arabia's attacks reduced oil capacity by 600,000 barrels per day; the Strait remains heavily restricted, with less than 10% of normal traffic. * Iran is asserting control over the strait, warns ships to stay within territorial waters, and seeks fees for passage, opposing Western pushback. * The conflict involving the US, Israel, and Iran has significantly constrained oil flows, impacting global supply and pricing.
48. https://www.theborneopost.com/2026/04/10/one-malaysian-ship-safely-clears-strait-of-hormuz-six-awaiting-passage-says-anwar/ - * One of seven stranded ships in the Strait of Hormuz safely passes through and heads to Malaysia. * Six more ships await passage after receiving approval. * The Strait of Hormuz is a crucial trade route through which 20 per cent of the world's crude oil and gas pass. * Disruptions caused by US and Israeli attacks on Iranian facilities have caused fuel shortages and increased oil prices. * Malaysian Prime Minister Anwar Ibrahim discusses measures to manage fuel prices and energy supply concerns.
49. https://thearabianpost.com/saudi-oil-network-hit-by-twin-shocks/ - * Attacks on Saudi energy facilities cut about 600,000 barrels per day from oil production and disrupted the East-West Pipeline by roughly 700,000 bpd. * The attacks also damaged oilfields and refinery facilities, affecting both upstream and downstream operations. * Brent crude prices rose, reflecting market concerns over supply disruptions and transport constraints. * Saudi Arabia produces approximately 11% of global oil output, with the disruption impacting regional and international oil flows. * Saudi Aramco is planning for partial resumption of exports, indicating contingency measures amid ongoing uncertainties.
50. https://boereport.com/2026/04/10/trump-warns-iran-on-hormuz-tolls-as-energy-crunch-prompts-japan-to-release-more-oil/ - * U.S. President Donald Trump warned Iran against charging tolls on ships crossing the Strait of Hormuz amid a global energy crisis. * Iran’s Islamic Revolutionary Guard Corps announced a special route to avoid mines, warning vessels to sail through Iranian waters. * Japan plans to release an additional 20 days’ worth of oil reserves from May due to dependency on Gulf oil and disruption of usual routes. * Saudi Arabia reports reduced oil production and flow due to Iranian attacks; other Gulf producers prepare for cargo loadings. * Iranian crude exports are trading at premiums to Brent, with some refiners paying higher prices amid the conflict.
51. https://boereport.com/2026/04/10/iran-linked-ships-drive-traffic-through-strait-of-hormuz-ship-tracking-data-shows/ - * The majority of ships that sailed through the Strait of Hormuz in the past day were linked to Iran. * Data from ship tracking platforms showed some vessels delayed voyages despite a ceasefire between Tehran and Washington. * Three tankers, including a crude supertanker, a bunkering tanker, and smaller oil ship, left Iranian waters in the past 24 hours. * Four dry bulk ships, including one loaded with iron ore from Iran bound for China, also sailed recently.
52. https://www.luxtimes.lu/europeanunion/belgian-port-of-antwerp-blocked-to-vessels-due-to-oil-spill/145553182.html - * Belgium’s port of Antwerp has been blocked following an oil spill during a bunkering operation. * No large vessels can enter or leave the port, causing significant disruption. * The spill affects a major European port used for container handling and vehicle trade. * Oil refineries operated by ExxonMobil and TotalEnergies are located in Antwerp, with oil product movement continuing via a canal. * ExxonMobil confirmed its operations are unaffected.
53. https://hannity.com/media-room/strait-to-the-point-trump-threatens-action-as-tankers-stall-in-hormuz-stop-now/ - * President Donald Trump criticises Iran over reports of charging oil tankers to pass through the Strait of Hormuz. * Iran has proposed charging a fee equivalent to $1 per barrel during a ceasefire, framed as a condition for maintaining the halt in hostilities. * Oil traffic through the strait has slowed significantly, with about 3,200 vessels backlog and only three ships transited recently. * The situation is a potential flashpoint, affecting global markets amid tensions and stalled oil shipments.
54. https://newtalk.tw/news/view/2026-04-10/1029182 - * Asia oil refiners and traders, including Glencore and CPC Corporation, Taiwan, have leased oil tankers to load Middle Eastern crude oil, preparing for the potential reopening of the Strait of Hormuz. * Iran's blockade of the strait has caused global energy prices to surge; a two-week US-Iran ceasefire has heightened hopes for reopening. * Saudi Aramco has requested customers to submit May oil loading plans from Yanbu and Ras Tanura ports, contingent on the port's operational status. * Saudi Arabia's oil facilities were hit by attacks reducing daily output by approximately 600,000 barrels; pipeline transport has decreased by around 700,000 barrels. * Kuwait's KPC and Iraq's SOMO have submitted or requested oil loading schedules, with Iraq exempted from the strait's restrictions, according to media reports.
55. https://25h.app/2026/04/10/%D8%A8%D8%B1%D9%86%D8%AA-%D8%A7%D9%84%D9%81%D9%88%D8%B1%D9%8A-%D9%8A%D9%83%D8%B4%D9%81-%D8%A3%D8%B2%D9%85%D8%A9-%D8%AE%D9%81%D9%8A%D8%A9-%D9%81%D9%8A-%D8%B3%D9%88%D9%82-%D8%A7%D9%84%D9%86%D9%81%D8%B7/ - • The global oil market faces increasing supply pressures despite a temporary ceasefire in the Middle East. • Disruptions in Strait of Hormuz shipping heighten concerns over sustainable supplies. • The spot price of Brent crude rises to $131.97 per barrel amid rising demand and geopolitical risks. • Futures contracts show slight increases, indicating market anticipation of further supply scarcity. • Authorities call for full reopening of maritime navigation in Hormuz, warning of economic impacts.
56. https://www.independent.co.uk/tv/news/map-strait-hormuz-standstill-ceasfire-iran-us-trump-b2955311.html - * MarineTraffic.com's AIS data indicates the Strait of Hormuz has been stationary for over 48 hours following a ceasefire announcement by President Donald Trump. * The waterway has been effectively blocked since late February due to Iran-US tensions. * Approximately 20% of global oil passes through the strait, impacting oil prices and energy costs. * The incident pertains to maritime chokepoint disruptions related to geopolitical conflict.
57. https://www.express.co.uk/news/world/2192498/fed-up-starmer-trump-iran - • Sir Keir Starmer urged US President Trump to agree on a plan to resume traffic through the Strait of Hormuz following a ceasefire. • The Strait usually handles 120-140 transits daily, carrying about one-fifth of global oil and LNG supplies. • Since the ceasefire, limited vessels have crossed, with only five on Wednesday. • Trump criticised Iran's handling of oil transit, threatening to audit allies and reconsider US forces deployment. • Starmer called for EU support, criticised energy bills linked to external conflicts, and discussed Gulf regional peace talks.
58. https://www.trend.az/business/energy/4173473.html - * Disrupted Gulf oil supply could return in weeks if safe passage is secured, with full recovery taking months, according to Wood Mackenzie. * Approximately 11 million barrels per day of oil production are currently curtailed. * Over 120 million barrels of crude on tankers at sea could re-enter the market within weeks of stabilisation. * LNG markets are also disrupted, with 77 million tonnes per annum offline; Qatar's LNG recovery may take years for full capacity. * Gulf refineries continue operating at reduced levels, with potential to ramp up within weeks. * Brent crude prices are expected to average $89/bbl in Q2, decreasing to below $70/bbl by early 2027, but remaining above pre-war forecasts.
59. https://www.fxstreet.com/news/oil-physical-tightness-and-supply-shocks-reshape-pricing-bny-202604101146 - * North Sea Forties Blend reached $147/bbl and Dated Brent rose 7% to $131.96, above futures, indicating physical market dislocation. * Iran’s control of the Strait of Hormuz has reduced oil flows to 8%, impacting global supply. * Saudi Arabia's output capacity fell by 600,000 b/d, with pipeline disruptions cutting 700,000 b/d, raising fears of shortages. * Brent contracts for difference exceeded $30, breaching limits and halting trading. * WTI futures prices fell 10% on the week amid supply disruptions and physical tightness.
60. https://londonlovesbusiness.com/oil-edges-higher-as-supply-concerns-remain/ - * Oil prices increased supported by persistent supply concerns. * Market was on track for weekly decline following Middle East ceasefire. * Saudi production capacity reportedly impacted during recent tensions. * Strait of Hormuz remains largely closed, constraining shipments. * Prices likely to stay elevated due to geopolitical and infrastructure recovery uncertainties.
61. https://www.24newshd.tv/10-Apr-2026/totalenergies-says-saudi-refinery-offline-strikes - * TotalEnergies announced the shutdown of the SATORP refinery in Saudi Arabia after it was damaged during recent attacks. * The incidents occurred during the night of April 7 to 8 and caused damage to one of the refinery's two processing trains. * The Saudi energy ministry reported attacks by Iran, killing one person and disrupting several production operations. * The attacks impacted multiple facilities, including a pumping station and the Manifa production site, resulting in significant oil production cuts. * The disruptions have contributed to rising oil prices, with global economic implications.
62. https://www.riotimesonline.com/petroperu-venezuelan-oil-purchase-first-2009/ - * Petroperú bought two cargoes of Venezuelan Merey 16 and US WTI crude via Trafigura for April–May delivery. * The purchase is the first Venezuelan oil import by Peru since 2009. * Petroperú also contracted nearly 500,000 barrels of Bayou Choctaw crude from the US Strategic Petroleum Reserve. * The transactions reflect global crude supply disruptions due to war and shipping route issues. * Petroperú's supply strategies have shifted due to conflict-related disruptions and geopolitical factors.
63. https://losangelesweeklytimes.com/what-this-real-world-oil-price-says-about-market-stress/ - * The fluctuating price of dated Brent indicates physical oil market stress, with prices reaching a record high of $144.42 per barrel before declining to $131.97. * The physical spot market shows supply scarcity, while futures prices for Brent remain lower. * Ongoing Strait of Hormuz disruptions and fragile ceasefire in the Middle East maintain physical market tightness. * Experts warn that physical market stress persists despite easing geopolitical risks, with supply constraints influencing prices. * Market dislocation suggests physical Brent prices are more sensitive to operational risks than futures contracts.
64. https://thearabianpost.com/saudi-oil-network-hit-by-twin-shocks/ - * Attacks on Saudi energy facilities have caused a loss of about 600,000 barrels per day and disrupted pipeline operations, including damage to oilfields and pipelines. * The attacks impacted the East-West Pipeline, Saudi Arabia’s principal export route, hindering crude exports and refinery operations. * Brent crude prices increased, reflecting market concerns over supply disruptions amidst ongoing geopolitical tensions. * Disruption affected both upstream production and refining assets, including major facilities such as SATORP, Ras Tanura, SAMREF, and the Riyadh refinery. * Saudi Aramco has requested shipments to resume in May, indicating some level of contingency planning for future exports.
65. https://jornaldebrasilia.com.br/noticias/mundo/totalenergies-suspende-operacoes-em-refinaria-na-arabia-saudita-danificada-em-bombardeio/ - * TotalEnergies announced suspension of operations at the Satorp refinery in Saudi Arabia on 10 April.* * The refinery was damaged during attacks on the night of 7-8 April.* * No casualties occurred.* * TotalEnergies holds a 37.5% stake, with Aramco holding 62.5%.* * The Saudi Ministry of Energy reported multiple attacks on vital energy facilities, including this refinery.*
66. https://blockonomi.com/stock-futures-hold-steady-as-traders-eye-cpi-data-and-middle-east-peace-negotiations/ - * Equity futures showed minimal movement as traders anticipated March CPI inflation figures. * Nasdaq positioned for its eighth consecutive session in the green, longest since August 2024. * Geopolitical tensions persisted in the Middle East; Israeli officials declared ‘there is no ceasefire in Lebanon’. * Crude oil markets rallied, with Brent futures up 2% to $97.81 per barrel. * Market analysts forecast March consumer prices rose 0.9% monthly, 3.3% annually. * Oil prices surged amid Middle East tensions; Brent and WTI increased approximately 2%. * Gold fell 0.9%, but remained positive for the week; US dollar index strengthened slightly. * Treasury yields rose to 4.30%, reflecting market anticipation of CPI data.
67. https://25h.app/2026/04/10/%D8%A8%D8%B1%D9%86%D8%AA-%D8%A7%D9%84%D9%81%D9%88%D8%B1%D9%8A-%D9%8A%D9%83%D8%B4%D9%81-%D8%A3%D8%B2%D9%85%D8%A9-%D8%AE%D9%81%D9%8A%D8%A9-%D9%81%D9%8A-%D8%B3%D9%88%D9%82-%D8%A7%D9%84%D9%86%D9%81%D8%B7/ - * Global oil market faces increasing supply pressures despite a temporary ceasefire in the Middle East. * Tensions in shipping through the Strait of Hormuz persist, raising concerns over supply sustainability. * Brent crude price reaches 131.97 USD per barrel amid rising demand and geopolitical risks. * Futures trading shows a slight increase of up to 0.6%, indicating market uncertainty. * Authorities call for reopening navigation in the Strait of Hormuz to prevent wider economic impacts.
68. https://chemindigest.com/syensqo-and-shell-chemicals-europe-partner-to-advance-low-carbon-ethylene-oxide-eo-solutions/ - * Syensqo and Shell Chemicals Europe B.V. entered into a strategic collaboration to develop low-carbon ethylene oxide. * The initiative aims to improve sustainability and reduce carbon footprint in ethylene oxide production. * Focuses on innovation in production processes and feedstock integration for lower-emission manufacturing. * Targets industry sectors including detergents, plastics, and industrial chemicals. * The partnership supports industry efforts toward decarbonisation and circularity, with downstream impacts on multiple sectors. * Reflects a broader chemical industry shift towards emissions reduction and sustainable value chains.
69. https://www.fxstreet.com/news/oil-physical-tightness-and-supply-shocks-reshape-pricing-bny-202604101146 - * North Sea Forties Blend nears $147/bbl; Dated Brent rises 7% to $131.96, above futures at $97.20, indicating physical market stress. * Disruption due to Iran controlling Strait of Hormuz, reducing flows to 8%, impacting 20% of global supply. * Brent contracts for difference exceed $30, causing trading halts. * Saudi Arabia reduces output capacity by 600,000 b/d; pipeline disruptions cut a further 700,000 b/d, raising fears of shortages, mainly in Asia. * WTI futures fall 10% on the week amid physical delivery shocks and energy shortages.
70. https://www.riotimesonline.com/petroperu-venezuelan-oil-purchase-first-2009/ - * Petroperú bought two cargoes of Venezuelan Merey 16 and US WTI crude via Trafigura for April–May delivery. * The purchase marks Peru’s first Venezuelan oil import since 2009. * Separately, Petroperú acquired nearly 500,000 barrels of Bayou Choctaw crude from the US Strategic Petroleum Reserve. * The transactions were driven by war-related disruptions to Gulf supply routes. * The Venezuelan-US blended cargoes were routed through Curaçao, reflecting global supply scramble.
71. https://thegamingboardroom.com/2026/04/10/trump-warns-iran-against-hormuz-tolls-as-ceasefire-strains-threaten-global-oil-flows/ - * Former US President Donald Trump warned Iran to cease plans to impose transit fees on vessels through the Strait of Hormuz. * Reports indicate Iran may charge about $1 per barrel, paid in cryptocurrency or Chinese yuan. * Proposed transit procedures include cargo pre-registration, inspections, and instant digital payments; some ships reported warnings about unapproved transit. * Iran's Islamic Revolutionary Guard Corps is believed to enforce the tolls, raising security issues. * Oman rejected the toll idea; international law supports free passage through Hormuz. * The Strait handles nearly 20% of global oil and LNG; disruptions could impact energy markets. * US-Iran talks in Islamabad will test ceasefire durability regarding shipping rights.
72. https://www.maritimeprofessional.com/news/spill-forces-partial-shipping-halt-417863 - * A partial halt in shipping traffic at the Port of Antwerp due to an oil spill spreading into the river Scheldt.* The spill occurred during a bunkering operation at Deurganckdock.* The source of the spill has been stopped and contained.* Antwerp port handles 60 to 80 ships daily and is part of the Port of Antwerp-Bruges, Europe's second-largest port by cargo tonnage.* The duration of the halt is unknown.
73. https://gcaptain.com/oil-spill-shuts-key-access-to-antwerp-port-cleanup-under-way/ - * An oil spill at Deurganckdock in Antwerp has led to the closure of a section of the River Scheldt, causing disruption to port traffic and affecting maritime operations.* The incident occurred during a bunkering operation on Friday, with source containment efforts ongoing.* Oil spread into the Scheldt, prompting vessel movement halts at critical access points, including the Zandvliet and Berendrecht locks.* Environmental concerns have been raised due to proximity to ecologically sensitive areas, with cleanup crews deploying booms and skimmers.* Authorities are managing the response and assessing when it will be safe for navigation to resume.
74. https://thegamingboardroom.com/2026/04/10/trump-warns-iran-against-hormuz-tolls-as-ceasefire-strains-threaten-global-oil-flows/ - - Former US President Donald Trump publicly warned Iran against imposing transit fees on vessels using the Strait of Hormuz. - Reports suggest Iran may levy about $1 per barrel using cryptocurrency or Chinese yuan to bypass sanctions. - Proposed procedures include pre-registration, inspections, and immediate digital payments; some ships reported warnings about transit without approval. - The Islamic Revolutionary Guard Corps appears involved, raising security and insurance concerns. - Oman rejected the toll idea; the Strait handles nearly 20% of global oil and LNG flows; disruptions could impact energy markets. - US-Iran discussions in Islamabad will test the viability of the ceasefire in preventing shipping restrictions.
75. https://www.azernews.az/region/256852.html - * US President Donald Trump called on Iran to stop charging fees to tankers passing through the Strait of Hormuz. * Reports indicate Iran may require a $1 per barrel duty paid in cryptocurrency. * Iran's supreme leader Khamenei has stated plans to escalate control over the Strait and seek compensation for damages. * The Strait of Hormuz is a critical energy passage for approximately 20% of global oil and 25% of LNG exports. * The waterway separates Iran from Oman and is vital for international trade and energy security.
76. https://bimabazaar.com/2026-insurance-times/general-insurance-news-for-april-2026 - ['* IRDAI approved Allianz Jio Reinsurance and Kiwi General Insurance to operate in India, aiming to increase market competition.', '* GIC Re withdrew marine hull war risk coverage in high-risk zones due to escalating regional tensions, affecting global shipping routes.', '* The move is expected to raise insurance premiums and disrupt trade, especially through vital routes like the Strait of Hormuz.', '* India is exploring a domestic P&I insurance framework and a maritime reinsurance facility to mitigate rising war-risk costs.', '* Insurers and the government seek to enhance sector transparency through the transition to Ind AS 117 accounting standards.']
77. https://news.google.com/rss/articles/CBMijAFBVV95cUxPZHJWay1ISFdwTEJuYnMyWGdJVlM5NUlmbWtxSzJUSXhBcE5oMUZjTGJZQTI2NmVUVDQ2c2txR2ZUWFJQUzNpWDBvdTlROHdFazEyd09ibXFtS1hQTFhoWUlNZlVZQ016RU5XVkNSYWJXRlppbUlQLXJCQU1kcE1VempPeWZpR3gwaVk5ONIBkgFBVV95cUxQN0RTV29meWRzeTN4d04tS3FQcmNLZWc3bkpkcXNTM1BSa3lZSjZxOTJmakUxUVl3SnZrZEhGa0V0SFU2cjFGNDlQUXRvOUFUVV9aYW9sRkppTFBER3gzd051MFZjaEY2YzNpRmhPQktNRF9keUluU2dUbkNvOFVfRGc3TzZDY282LUtDVENhTENvUQ?oc=5&hl=en-US&gl=US&ceid=US:en - * Reports suggest Iran may impose transit charges up to $2 million for vessels crossing the Strait of Hormuz. * India has not paid any toll and calls for free navigation, maintaining that access should remain open. * The Strait of Hormuz is a key shipping route for global oil and gas, vital for India’s energy imports. * Recent hostilities and ongoing tensions in West Asia have disrupted maritime activity, adding uncertainty. * Legal frameworks under international law have unclear applicability, as Iran and the US have not ratified the UN Convention on the Law of the Sea. * Currently, India does not face transit fees, but future charges may be possible depending on geopolitical developments.
78. https://investorsking.com/2026/04/10/brent-crude-oil-nears-100-amid-middle-east-tensions-and-supply-constraints/ - * Brent crude oil prices are approaching $100 per barrel due to escalating Middle East tensions and supply disruptions. * Market concerns focus on the security of shipping routes, especially around the Strait of Hormuz. * Disruptions to production and refining in the region have led to tighter physical markets and rising spot prices. * Futures markets show volatility, but physical markets remain tight, affecting global inventories. * Upside risks to oil prices are flagged by financial institutions, with potential for a price surge if disruptions persist. * The price movement signals a shift in market sentiment with macroeconomic implications such as inflation risks.
79. https://www.scmp.com/week-asia/economics/article/3349686/irans-hormuz-toll-threat-lays-bare-asias-energy-vulnerability?utm_source=rss_feed - ['* Iran threatens to impose tolls on vessels passing through the Strait of Hormuz, raising concerns over maritime security.', '* The threat emerges after a ceasefire agreement between Washington and Tehran.', "* Nearly a fifth of the world's oil passes through the Strait, affecting Asia's energy supplies.", '* The UN’s International Maritime Organization warns that tolling could set a dangerous precedent.', '* US President Donald Trump warns Tehran against charging fees.']
80. https://investorsking.com/2026/04/10/brent-crude-oil-nears-100-amid-middle-east-tensions-and-supply-constraints/ - * Brent crude oil prices approach $100 per barrel due to tensions in the Middle East and supply disruptions. * Supply constraints intensified by production and refining disruptions in the region. * Market conditions tightened, supported by geopolitical risks and firm demand. * Divergence between futures and physical market indicates tangible supply tightness. * Upside risks to oil prices persist if disruptions continue or escalate.
81. https://www.eldia.com/nota/2026-4-10-1-7-49-la-guerra-agravara-el-hambre-a-nivel-mundial-el-mundo - * The conflict in Iran threatens to deepen the global crisis and push millions into food insecurity, with 45 million at risk if tensions persist. * The IMF forecast a slowdown in global growth due to impacts on energy markets, with petroleum, gas, and fertiliser prices rising. * Disruptions in supply could increase the number of hungry people worldwide to over 360 million. * IMF Director Kristalina Georgieva highlighted potential scenarios from quick stabilisation to prolonged inflation and low growth, especially affecting energy-dependent and poorer nations. * The situation is jeopardising global economic recovery as tensions continue.
82. https://www.bbc.com/news/articles/c3w39lg84w2o - * By 10:00 BST on 10 April, only 15 ships had been tracked passing through the Strait of Hormuz since the ceasefire. * Four of these ships were tankers carrying oil, gas, or chemicals. * The original average was 138 ships daily before the conflict started on 28 February. * The data was obtained from MarineTraffic and BBC Verify analysis of ship-tracking information. * The decrease is linked to tensions and threats in the region following the US-Iran conflict escalation.
83. https://www.ecoticias.com/en/just-a-few-days-ago-an-average-of-95-ships-passed-through-the-strait-of-hormuz-each-day-including-about-55-oil-tankers-but-now-the-sharp-drop-in-traffic-threatens-to-turn-a-distant-crisis-into-a-ve/30572/ - * Traffic through the Strait of Hormuz has sharply decreased from 95 ships daily to fewer than 10 since conflict began. * Hormuz is a key global energy route, with 20% of oil and 19% of LNG passing through it. * Disruptions increase shipping costs, cause delays, and ripple through supply chains affecting prices. * Researchers and insurers are monitoring and modelling the impacts of chokepoint disruption. * The article highlights the economic stakes, with estimates of trillions of dollars at risk annually.
84. https://www.seatrade-maritime.com/tankers/strait-of-hormuz-control-key-to-iran-s-deterrence-strategy - * The article discusses the ongoing situation in the Arabian Gulf following a tentative US-Iran deal, with the Strait of Hormuz remaining under Iranian control. * It highlights claims of Iranian control over the Strait and the coordination required for vessel transits, including toll payments in yuan or cryptocurrency. * The article reports on the presence of 175 vessels with 150 million barrels still in the Gulf, with confusion over logistical instructions affecting shipping movements. * It notes that control of Hormuz is likely a key Iranian deterrence strategy and that the Strait's closure impacts oil supply flows. * It discusses the shift of oil flows from the Gulf east to Asia and the resulting westward movement into the Atlantic Basin, affecting global markets. * The article forecasts potential tightness in tanker availability and oil prices rising due to reduced supplies and refinery runs, comparing the current situation to the Covid pandemic market impacts.
85. https://www.leaders-mena.com/trump-slams-iran-over-oil-flow-disruptions-as-ceasefire-falters/ - * US President Donald Trump accuses Iran of restricting oil flow through the Strait of Hormuz, undermining a ceasefire. * Since the ceasefire took effect, only 10 vessels have transited the strait. * Iran may impose tolls on passing ships, further affecting maritime traffic. * Trump warned Iran to stop charging fees and vowed oil would flow with or without Iran's help. * Diplomatic talks involving US officials are planned with Iranian counterparts in Islamabad. * The fragile ceasefire faces renewed tension after Israel's strikes on Lebanon. * The US calls for continued negotiations for Middle East peace.
86. https://www.thehindubusinessline.com/news/world/global-growth-to-slow-to-32-in-2026-amid-largest-energy-shock-on-record-due-to-west-asia-crisis-sp/article70846704.ece - * Global economic growth is expected to slow to 3.2 per cent in 2026 from 3.4 per cent in 2025, due to the West Asia conflict. * The conflict causes the largest energy shock on record, affecting shipping, energy supply, trade, and infrastructure. * Disruptions include limited passage through the Strait of Hormuz and damage to key infrastructure, including Qatar's LNG facility. * Risks to growth are largely on the downside, especially if energy disruptions worsen. * Oil prices are forecasted to average USD 92 per barrel in Q2 2026, with potential upside if infrastructure damage intensifies.
87. https://www.thehindubusinessline.com/news/world/global-growth-to-slow-to-32-in-2026-amid-largest-energy-shock-on-record-due-to-west-asia-crisis-sp/article70846704.ece - * Global economic growth is expected to fall to 3.2% in 2026 from 3.4% in 2025 due to the West Asia conflict. * The conflict is causing the largest energy shock on record, impacting global shipping and energy supply. * Disruptions include restricted passage through the Strait of Hormuz and damage to key infrastructure, including LNG facilities. * Oil prices are forecasted to average USD 92 per barrel in Q2 2026, with risks of higher prices if disruptions worsen. * Energy costs are expected to disproportionately impact net energy-importing regions, affecting global trade and growth.
88. https://www.thehindubusinessline.com/economy/india-must-rethink-west-asia-energy-reliance-after-biggest-shock-in-decades-says-ongc-chief/article70846855.ece - * India, heavily dependent on West Asia for oil, gas, and LPG imports, faces energy supply risks following the six-week shutdown of the Strait. * ONGC Chairman Arun Kumar Singh highlights the need for India to build strategic storage and boost domestic exploration. * Singh warns of geopolitical tensions and a shifting global order undermining energy security and estimates a paradigm shift in energy geopolitics. * India has increased domestic LPG production from 30% to 60%, and advocates prioritising piped natural gas. * Singh calls for diversification in energy sources and supply chains to mitigate risks. * The global market volatility has led to unpredictable refining economics and resource nationalism among producer nations.
89. https://www.fsxbusiness.com/saudi-oil-output-capacity - • Saudi Arabia's oil production capacity decreased by about 600,000 barrels per day after attacks on energy infrastructure. • Disruption to the East-West Pipeline resulted in a decline of approximately 700,000 barrels per day. • Attacks occurred across multiple facilities, impacting oil, gas, refining, petrochemical, and electricity sites. • The disruptions influenced global markets, with Brent crude futures increasing by 1.2%. • The attack highlights regional tensions and vulnerability of global energy supply chains.
90. https://www.qcintel.com/article/china-taps-commercial-oil-stocks-as-middle-east-squeeze-persists-62518.html - * China authorises state-owned oil companies to draw from commercial crude inventories. * Development occurs during a six-week conflict in the Middle East. * The conflict continues to tighten oil supply conditions. * The article pertains to oil inventories and supply management in the energy sector.
91. https://oilprice.com/Latest-Energy-News/World-News/North-Sea-Crude-Soars-to-Record-High-as-Hormuz-Shock-Rips-Through-Spot-Markets.html - * The physical price of North Sea crude surges to a record $147 per barrel on Thursday. * The surge is driven by a supply shock caused by about 10 million barrels per day trapped in the Strait of Hormuz. * The physical crude price is $50 per barrel higher than Brent futures, trading at around $97. * Despite a US-Iran ceasefire, the Strait remains closed, limiting vessel movement. * Analysts say prices will stay high until the Strait reopens, highlighting a near-term supply disruption.
92. https://www.fsxbusiness.com/saudi-oil-output-capacity - * Saudi Arabia’s oil production capacity fell by about 600,000 barrels per day following attacks on energy infrastructure. * Throughput on the East-West Pipeline declined by roughly 700,000 barrels per day. * Attacks have affected multiple facilities across the kingdom, disrupting operations at oil, gas, refining, petrochemical and electricity sites. * Saudi authorities did not identify those responsible but linked incidents to regional tensions involving Iran. * Oil markets responded with Brent crude futures rising, signalling potential supply tightening.
93. https://economictimes.indiatimes.com/news/international/world-news/hormuz-traffic-crawls-despite-ceasefire-trump-says-iran-doing-poor-job-of-allowing-oil-through/videoshow/130162367.cms - * The Strait of Hormuz experienced minimal traffic on April 10, despite a ceasefire between the US and Iran. * Data from MarineTraffic indicated continued disruption and Iran's near-total blockade of the strait. * The ceasefire, a fragile two-week agreement, came amidst US accusations of Iran breaching promises. * Iran's blockade has caused the worst-ever disruption to global energy supplies. * Tensions involve US, Iran, and Israel, with upcoming negotiations scheduled in Pakistan.
94. https://petroleumaustralia.com.au/news_article/middle-east-disruption-could-slash-global-oil-and-gas-demand-by-2050/ - * Disruption to Middle East energy supplies is forecast to cause a 20% reduction in global oil demand by 2050. * Analysts suggest a long-term shift towards energy independence, reducing dependence on imports. * Global dependence on oil and gas imports is expected to halve over the next 25 years. * Oil and gas demand decline is coupled with a 40% increase in nuclear power generation. * Short-term emissions may rise due to delayed coal plant retirements amidst supply constraints. * Disrupted supply lines and shipping logistics are major bottlenecks, particularly affecting Asian refiners. * The Strait of Hormuz’s reopening is uncertain; Iran’s control over transit remains a risk. * Qatar’s Ras Laffan LNG facility may not resume full capacity until late August, prolonging the energy crunch.
95. https://caliber.az/en/post/bloomberg-russian-flagged-supertanker-transits-strait-of-hormuz - * A Russian-flagged supertanker, Arhimeda, transited the Strait of Hormuz into the Persian Gulf late on April 9, 2026. * The vessel was sailing without cargo and indicated Iran’s Kharg Island as its destination before switching to 'for orders.' * The tanker was reflagged to Russia and renamed in January 2026, previously operating under the Cameroonian flag. * It has been involved in transporting oil linked to Iran and Venezuela, though cargo details remain unverified. * The transit marks a rare passage by a vessel linked to Russia in the region amid geopolitical tensions.
96. https://www.unita.it/2026/04/10/pedaggio-hormuz-guerra-iran-stretto-trump-accordo/ - * Lo Stretto di Hormuz, vitale per il traffico di petrolio e gas, è ancora quasi del tutto bloccato dopo la guerra. * Teheran ha introdotto un pedaggio di un dollaro al barile, da pagare in criptovalute, rafforzando il suo controllo. * Circa il 58% delle navi che attraversano lo stretto sono passate dal 28 febbraio, con oltre 800 navi commerciali bloccate nel Golfo Persico. * Trump ha criticato la gestione iraniana del transito e ha avvertito che si stanno facendo passi verso un accordo sui pedaggi. * La situazione nel Medio Oriente resta instabile, con tensioni tra Israele, Iran, e altre nazioni della regione, influenzando i prezzi del petrolio.
97. https://investinglive.com/commodities/oil-prices-consolidate-ahead-of-the-us-iran-peace-talks-in-islamabad-whats-next-20260410/ - * Oil prices dived after US and Iran announced a two-week ceasefire and began peace negotiations in Islamabad. * The Strait of Hormuz remains mostly closed, limiting ship crossings due to Iranian reticence. * Market uncertainty persists, with potential for oil prices to surge if conflict resumes or decline if peace is achieved. * Technical analysis shows crude oil support at $93.00, with potential for a drop to $78.00. * Upcoming US CPI report and consumer sentiment survey may influence market direction.
98. https://www.ndtv.com/world-news/iran-us-israel-war-hardest-situation-ever-seafarers-stranded-near-strait-of-hormuz-grapple-with-stress-middle-east-conflict-11337286#publisher=newsstand - - An oil tanker worker mentions being stranded for six weeks in the Gulf region near the Strait of Hormuz. - Around 20,000 seafarers are trapped due to tensions involving Iran and attacks in the area. - Ships, including oil tankers, are anchored off the coast of the UAE, with no clear timeline for departure. - Attacks such as the Kuwaiti tanker set on fire by Iranian missiles have increased fear among crew. - Mental health issues, including breakdowns and resignations, are affecting crew members due to safety threats and uncertainty.
99. https://www.ibanet.org/International-trade-Irans-response-to-US-Israeli-strikes-paralyses-Strait-of-Hormuz - * The US and Israel launched military strikes on Iran starting 28 February, leading to Tehran’s de facto closure of the Strait of Hormuz. * Transit through the strait has fallen 95%, with at least 22 vessels struck by attacks, causing a crisis in shipping, oil, and insurance sectors. * Global oil markets face a historic supply disruption, with oil prices rising by 50% in three weeks and Gulf oil refining capacity damaged. * Insurance premiums for Gulf transits have surged, threatening global shipping operations and legal arrangements. * The Strait’s closure has caused global economic impacts, including increased energy and fertiliser prices, potential food crises, and risk of stagflation.
100. https://www.rigzone.com/news/wire/tanker_with_russian_flag_transits_hormuz-10-apr-2026-183419-article/?rss=true - * A Russian-flagged supertanker, Arhimeda, transited the Strait of Hormuz into the Persian Gulf. * The vessel, with its last cargo from Venezuela last August, switched to the Russian flag in January. * The transit occurred during a period of conflict involving the US, Israel, and Iran, impacting maritime traffic. * US sanctions on related entities and vessels seeking protection under the Russian flag are highlighted. * The transit is notable against a backdrop of US strikes on Iran, although oil flows in Hormuz continue as normal.
101. https://tippinsights.com/strait-closure-keeps-oil-markets-on-edge/ - * Oil prices exceed $100 due to ongoing disruptions in the Strait of Hormuz. * Disruptions persist despite a U.S.-Iran ceasefire, affecting tanker traffic. * Iran warns against imposing conditions on shipping; the Strait remains effectively closed. * Alternative coastal routes are being used at higher costs. * Iranian strikes on Saudi infrastructure have reduced oil output, intensifying supply constraints. * Markets may rely on reserves and alternative routes for weeks.
102. https://tippinsights.com/strait-closure-keeps-oil-markets-on-edge/ - * Oil prices rose above $100 amid ongoing disruptions in the Strait of Hormuz. * Disruptions persist despite a U.S.-Iran ceasefire, affecting tanker traffic. * Iran's actions and threats increase supply concerns; alternative routes are being used. * Iranian strikes on Saudi infrastructure worsen supply constraints. * Goldman Sachs forecasts markets may rely on reserves and alternative routes for weeks.
103. https://www.ndtv.com/world-news/iran-us-israel-war-hardest-situation-ever-seafarers-stranded-near-strait-of-hormuz-grapple-with-stress-middle-east-conflict-11337286#publisher=newsstand - * An oil tanker worker stranded in the Gulf region for six weeks described the mental toll of the situation. * Approximately 20,000 seafarers are trapped near the Strait of Hormuz due to tensions involving Iran. * Ships, including oil tankers, are anchored near the UAE with no clear timeline for departure. * Incidents include a Kuwaiti oil tanker attacked by Iranian missiles, ongoing missile interceptions, drone attacks, and underwater mines. * Crew members have resigned due to safety concerns; mental health issues like breakdowns are reported. * Helplines are available, but experts emphasise the need to remove seafarers from the situation.
104. https://www.rigzone.com/news/wire/tanker_with_russian_flag_transits_hormuz-10-apr-2026-183419-article/?rss=true - * A Russian-flagged supertanker, Arhimeda, transited the Strait of Hormuz into the Persian Gulf, a rare occurrence. * The vessel, built in 2000, was unloaded and had Iran's Kharg Island as its destination. * The passage occurred as US, Israel, and Iran tensions influence marine traffic and energy supplies. * Arhimeda switched to the Russian flag in January amid US sanctions and blockades affecting Venezuelan and Iranian oil trade. * US-Iran conflict and US strikes on military targets have impacted oil tanker movements in the region.
105. https://www.cairo24.com/2403550 - • شركة توتال إنرجيز توقف وحدات مصفاة ساتورب في الجبيل السعودية بعد أضرار ناجمة عن حوادث خلال الليل. • تقييم الأضرار ومتابعة السلامة من قبل الشركة، مع عدم تسجيل إصابات. • مصفاة ساتورب واحدة من أكبر منشآت التكرير عالمياً بطاقة معالجة 465 ألف برميل يومياً. • انخفاض القدرة الإنتاجية للنفط فى السعودية بنحو 600 ألف برميل يومياً نتيجة الهجمات. • تراجع التدفقات عبر خط الأنابيب الرابط بين الشرق والغرب بنحو 700 ألف برميل يومياً، وهو المنفذ الرئيسي لتصدير النفط.
106. https://www.litefinance.org/blog/analysts-opinions/eurusd-forecast-and-price-prediction/euro-walks-into-a-trap-forecast-as-of-10042026/ - * Investors rushed into EUR/USD on hopes of peace in the Middle East, but the decline in oil prices is misleading, with the Strait of Hormuz still closed and oil supply disruptions ongoing. * The IMF urges central banks to keep rates unchanged, and US inflation remains high, influencing monetary policy. * US inflation is expected to rise, with the PCE index increasing 0.4% MoM and 2.8% YoY, likely preventing the Fed from cutting rates. * The EUR/USD may decline if the Fed and ECB maintain similar policies and oil prices stabilise, with targets at 1.164 and 1.162.
107. https://mpost.io/strait-tensions-ai-cyber-threat-and-inflation-data-top-market-risks-binance-research-warns/ - * Iran reportedly imposes transit fees on oil tankers passing through the Strait of Hormuz, seeking a structural shift in energy costs and shipping risk premiums. * Concerns raised over AI system 'Mythos' developed by Anthropic, prompting an emergency meeting involving US Treasury Secretary and Federal Reserve Chair over cybersecurity vulnerabilities. * Crypto markets remain range-bound amid geopolitical and macroeconomic uncertainties, with Bitcoin trading sideways and the Fear and Greed Index in Extreme Fear. * US equity markets show diverging trends, with energy sector outperforming, reflecting uneven risk absorption across asset classes. * Upcoming US macroeconomic data, notably CPI, will influence market momentum and risk appetite amid ongoing geopolitical risks and economic uncertainties.
108. https://londonlovesbusiness.com/oil-prices-are-likely-to-remain-elevated-for-the-remainder-of-the-year/ - * Oil prices expected to hover around $100 a barrel despite Iran ceasefire, due to global supply disruptions. * Iran currently allows only 15 ships per day through the Strait of Hormuz, causing a bottleneck. * Damaged infrastructure and security concerns may delay normalisation of exports for months. * Brent crude briefly dipped below $95 but has since rebounded amid ongoing supply anxiety. * The geopolitical situation impacts worldwide consumers, with UK petrol and diesel prices expected to stay high. * Market risks include potential flare-ups or disruptions triggering sharp price spikes.
109. https://internewscast.com/news/tony-abbott-urges-pm-albanese-to-increase-efforts-in-middle-east-affairs/ - * Tony Abbott criticises Prime Minister Albanese's approach to the Middle Eastern conflict, advocating for more support alongside the US. * Abbott emphasises the strategic importance of the Strait of Hormuz, disrupted by Iran, affecting global oil supplies. * Australia has previously supported the US, including deploying a Wedgetail plane to the UAE. * Albanese signs a deal with Singapore to secure energy supplies amid fuel shortages caused by Middle Eastern conflict. * The article discusses international shipping routes, oil supply disruptions, and energy security strategies.
110. https://www.france24.com/en/tv-shows/middle-east-matters/20260410-ceasefire-holds-but-strait-of-hormuz-remains-at-a-standstill - * A ceasefire is in place, but maritime traffic through the Strait of Hormuz remains blocked. * Iran’s Revolutionary Guard is suspected of laying mines in the Strait. * The move aims to deter shipping companies from using the waterway. * The situation affects regional maritime logistics and shipping routes. * France 24 reports on the ongoing standstill and potential disruptions.
111. https://bitcoinethereumnews.com/finance/brent-geopolitics-keep-risk-premium-elevated-rabobank/?utm_source=rss&utm_medium=rss&utm_campaign=brent-geopolitics-keep-risk-premium-elevated-rabobank - • Rabobank notes Brent crude has risen due to geopolitical tensions in the Strait of Hormuz. • The US-Iran ceasefire and threat of disruption in the waterway contribute to risk premium. • Shipping flows are constrained, with Iran effectively controlling the waterway. • Iran limits ship passage, with only 15 ships allowed per day under the ceasefire. • Disruption and security concerns imply ongoing risks for oil markets.
112. https://www.thesouthafrican.com/news/fuel-price-forecast-for-may-gets-better-by-the-day-but/ - * A fragile ceasefire between the United States and Iran has temporarily eased global oil market concerns. * Oil prices surged above $100 per barrel during heightened tensions, especially affecting shipping through the Strait of Hormuz. * Market fears of disruptions may persist despite the ceasefire, affecting oil supply chains and shipping operations. * South Africa's fuel prices are sensitive to global oil prices and exchange rate fluctuations; potential increases of petrol 93 (325 cents), petrol 95 (363 cents), diesel (between 1,080 and 1,084 cents), and illuminating paraffin (854 cents) are forecasted. * Final prices will be confirmed later in May, with new prices effective from 5 May.
113. https://www.insurancejournal.com/news/international/2026/04/10/865177.htm - * Oil prices increased on Friday due to strikes on Saudi energy facilities and disruptions at the Strait of Hormuz.
114. https://www.lrt.lt/naujienos/verslo-pozicija/692/2894197/indre-genyte-pikciene-naftos-kainu-uzkalbeti-nepavyko-nafta-ir-degalai-greitai-nepigs - * Naftos ir dujų kainos stipriai kyla pasaulinėse rinkose, artėja prie 100 dolerių už barelį. * Brentanės naftos kainos artėja prie 100 dolerių, o Forties Blend pasiekė 147 dolerius už barelį. * Pasiūlos sutrikimai, įskaitant Hormuzo sąsiaurio paralyžių ir konfliktus Artimuosiuose Rytuose, įtakoja rinkas. * Sankcijos ir konflikto žalos energetikos infrastruktūrai kelia ilgalaikius disbalansus. * Geopolitiniai įvykiai ir logistikos trikdžiai išlieka pagrindinės rinkos rizikos, nepaisant trumpalaikio optimizmo.
115. https://www.xeneta.com/blog/the-operations-leaders-guide-to-navigating-red-sea-disruption - ['* The article discusses how Houthi attacks on Red Sea shipping lanes have caused disruptions, extended transit times, and increased costs, affecting logistics and supply chain operations.', '* It provides practical strategies for assessing exposure to impacted lanes, understanding rerouting costs, monitoring carrier reliability, tracking cargo, and reporting effectively during disruption.', '* Emphasises the importance of market data, real-time tracking, and internal communication for managing risks associated with the crisis.', '* Highlights the need for operational transparency and data-driven decision-making to adapt to volatile shipping conditions.']
116. https://londonlovesbusiness.com/oil-prices-are-likely-to-remain-elevated-for-the-remainder-of-the-year/ - * Oil prices are projected to remain around $100 per barrel despite Iran ceasefire. * Disruptions to global supply expected to last months, mainly due to strait constraints. * Iranian authorities are allowing 15 ships per day passage, creating bottlenecks. * Damage from fighting and security concerns hinder oil exports, keeping prices high. * Brent crude briefly dipped below $95 but has since recovered amid supply fears. * Consumers may face sustained high petrol and diesel prices in the UK. * Industry warns tensions in the Middle East are not resolved, risking price spikes.
117. https://www.rt.com/africa/637931-nigerian-general-killed-islamic-states-militant-attack/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * A military headquarters in Benisheikh, Borno State, was attacked on Thursday by Boko Haram and ISWAP militants. * An army general, Brigadier General Oseni Omoh Braimah, and several soldiers were killed in the raid. * The attack occurred at the 29 Task Force Brigade headquarters around 12:30 AM local time. * Nigerian President Bola Tinubu expressed condolences and confirmed the general’s death. * The incident is part of ongoing insurgencies in northeast Nigeria, with multiple recent attacks and high casualties.
118. https://www.france24.com/en/tv-shows/middle-east-matters/20260410-ceasefire-holds-but-strait-of-hormuz-remains-at-a-standstill - * A ceasefire is in place, but maritime traffic through the Strait of Hormuz remains at a standstill. * Evidence suggests Iran’s Revolutionary Guard has laid mines in the waterway. * The move is likely aimed at deterring shipping companies. * The situation affects oil shipping and maritime security in the Middle East. * The article discusses implications for energy and transport routes.
119. https://www.cairo24.com/2403550 - * شركة توتال إنيرجيز تعلن عن توقف مصفاة ساتورب في الجبيل بسبب أضرار ناجمة عن حوادث بين ليل الثلاثاء والأربعاء. * بدأت الشركة تقييم الآثار وذكرت عدم تسجيل إصابات. * مصفاة ساتورب من أكبر منشآت التكرير عالمياً، بطاقة معالجة 465 ألف برميل يوميًا. * أفادت تقارير بانخفاض إنتاج النفط السعودي بنحو 600 ألف برميل يوميًا نتيجة الهجمات. * تراجع حجم التدفقات عبر خط أنابيب الشرق والغرب بنحو 700 ألف برميل يوميًا، وهو المنفذ الرئيسي لتصدير النفط.
120. https://www.africaninsider.com/world/jihadists-kill-top-nigerian-general-attack-base/ - * Jihadists killed Brigadier General Oseni Omoh Braimah and several troops in an attack on a military base in northeast Nigeria, near Maiduguri. * The attack occurred in Benisheikh, about 75 km from Maiduguri, and resulted in the death of at least 18 soldiers. * President Bola Tinubu praised the soldiers' bravery and highlighted ongoing violence since Boko Haram's insurgency began in 2009. * Recent violence has surged, with at least 90 deaths from attacks by jihadist groups, including Boko Haram, ISWAP, and Al-Qaeda affiliates. * US authorities advised non-essential government staff to leave Nigeria due to the deteriorating security situation.
121. https://surgezirc.co.za/business/imf-warns-of-slower-global-growth/ - * The IMF has cautioned that global economic growth is likely to remain subdued due to conflict in the Middle East driving up oil and energy prices. * The IMF advises policymakers to adopt a cautious approach and avoid unsustainable relief measures. * The institution warns of supply disruptions linked to tensions involving the US, Israel and Iran. * The IMF indicates a possible downgrade to global growth projections and highlights risks including inflation and food insecurity. * It recommends targeted fiscal measures and vigilance on inflation risks, with central banks prepared for rate hikes if necessary.
122. https://www.moneytimes.com.br/petroleo-sobe-e-volta-a-bater-em-us-100-com-ataques-a-instalacoes-sauditas-ormuz-quase-paralisado-fets/ - * Oil prices rose on 10th May, driven by concerns over Saudi Arabia's supply and restrictions in the Strait of Ormuz. * Prices initially increased, then showed a decline amid decreasing tensions between the US and Iran. * Saudi attacks reduced oil production by approximately 600,000 barrels per day; the flow on the East-West pipeline decreased by about 700,000 barrels daily. * Strait of Ormuz traffic was below 10% of normal volumes amid ongoing conflict, with Iran reinforcing control. * Experts suggest prices could reach US$ 190 if disruptions in Ormuz persist, with potential for moderate prices if flows increase.
123. https://pragativadi.com/us-navy-mq-4c-triton-drone-disappears-over-strait-of-hormuz-after-mid-air-emergency-alert/ - * A US Navy surveillance drone, MQ-4C Triton, issued an emergency signal and went missing over the Strait of Hormuz. * The incident occurred after nearly three hours of surveillance over the Persian Gulf. * The drone transmitted a “7700” emergency code before losing altitude and radar contact. * Officials have not confirmed whether it was shot down or crashed due to a malfunction. * The drone was en route to Naval Air Station Sigonella in Italy when the emergency was issued. * The MQ-4C Triton is a high-value, long-endurance surveillance system used for maritime monitoring, valued over $200 million. * The Strait of Hormuz is a critical oil transit chokepoint, emphasising its strategic importance. * The incident highlights the fragile security and ongoing tensions in the region, amid US-Iran tensions and recent ceasefire efforts.
124. https://www.businesstoday.in/bt-tv/whats-hot/video/timelapse-shows-tankers-crawling-through-strait-of-hormuz-as-oil-route-bottleneck-deepens-525029-2026-04-10?utm_source=rssfeed - * A timelapse visualises marine traffic in the Strait of Hormuz, showing congestion and slowdown in oil tanker movement. * Data from 9 to 10 April indicates increased congestion at this key energy chokepoint. * The situation occurs amid heightened tensions in West Asia and concerns over global crude supply disruptions. * U.S. President Donald Trump accused Iran of mismanaging oil shipment access through the strait. * The congestion highlights regional security issues and the critical nature of this maritime route.
125. https://www.moneytimes.com.br/petroleo-sobe-e-volta-a-bater-em-us-100-com-ataques-a-instalacoes-sauditas-ormuz-quase-paralisado-fets/ - * Os preços do petróleo subiram impulsionados por ataques às instalações sauditas e pela quase paralisação do tráfego no estreito de Ormuz. * Os contratos futuros do Brent e do WTI aumentaram cerca de 1,8%, com os preços a atingirem US$ 97,73 e US$ 99,61 por barril, respectivamente. * Ataques reduziram a capacidade de produção da Arábia Saudita em cerca de 600 mil barris por dia e o fluxo no oleoduto Leste-Oeste em cerca de 700 mil barris por dia. * O tráfego de navios pelo estreito de Ormuz ficou abaixo de 10% dos volumes normais devido ao conflito e às advertências do Irã. * Analistas estimam que o preço do petróleo pode chegar a US$ 190 se os fluxos permanecerem limitados.
126. https://www.shetlandtimes.co.uk/news/isolationism-and-nationalism-are-luxuries-we-cannot-afford-432103/ - * The UK's Ministry of Defence revealed a campaign of overt action against Russian vessels in the North Sea. * British personnel, aircraft, and ships have been deployed to deter Russian submarines engaging in nefarious activities near critical offshore infrastructure. * Russian submarines have been operating near subsea cables, pipelines, and other infrastructure around Scottish waters. * The MoD tracked a Russian attack submarine entering the High North several weeks ago. * The UK collaborates with allies, including Norway, to monitor Russian naval activities in the area.
127. https://hathalyoum.net/articles/4132677 - * Oil-producing countries in the Middle East, including Iraq, have instructed Asian refineries to prepare for oil exports in April and May, following a ceasefire agreement between Iran and the US. * The ceasefire raises hopes of reopening the Strait of Hormuz, a key route for 20% of global oil and gas shipments. * Saudi Aramco requested its clients to submit oil loading requests from Yanbu and Ras Tanura ports for May, contingent on reopening the Ras Tanura port. * Attacks on energy facilities in Saudi Arabia have reduced production by around 600,000 barrels per day. * Iraq's SOMO asked its clients for loading schedules, and Asian refineries are seeking tankers to load Gulf oil shipments. * Kuwait has scheduled April oil exports, with shipments to be determined based on client capacity.
128. https://mezha.net/eng/bukvy/mass_power_outages/ - • Widespread power outages occurred in Yevpatoriya and Saki, Crimea, due to heavy load on the energy grid caused by military facilities and EW systems. • Outages began on April 3-4, with partial restoration later, but some areas experienced further outages. • Explosions heard on April 2 left parts of Crimea and neighbouring regions without electricity. • Authorities attribute outages to technological issues, but reports indicate military activity and EW are factors. • The situation remains unstable with ongoing outages and potential for further disruptions.
129. https://www.logisticsinsider.in/trump-warns-iran-against-hormuz-tolls-as-ceasefire-strains-threaten-global-oil-flows/ - * Donald Trump warned Iran to stop imposing transit fees on vessels passing through the Strait of Hormuz. * Reports indicate Iran is considering a toll mechanism charging around $1 per barrel, payable in cryptocurrency or Chinese yuan. * Iran’s Islamic Revolutionary Guard Corps may enforce these measures, raising risks for shipowners. * Oman rejected Iran’s proposal for tolls, reaffirming maritime law supports unhindered passage. * The Strait of Hormuz handles nearly 20% of the world's oil and gas, with disruptions impacting energy markets. * Ongoing US-Iran talks in Islamabad highlight the importance of transit rights for energy security.
130. https://united24media.com/latest-news/ukraine-turns-russias-black-sea-fleet-into-a-sitting-target-with-relentless-drone-strikes-17796 - * Ukrainian drones struck a Russian frigate, Admiral Essen, in Novorossiysk port, damaged vessels and oil infrastructure. * The attack occurred on April 5, with drones evading Russian missile defenses. * Russia relocated much of the Black Sea Fleet to Novorossiysk, which has increased vulnerabilities. * Ukrainian unmanned systems, including surface, underwater, and aerial drones, threaten Russian fleet assets. * Russian submarines are operating in confined port spaces, increasing risks. * Russia faces strategic dilemmas about port operations due to vulnerability to drone attacks.
131. https://www.bairdmaritime.com/offshore/refining-processing/iran-war-disruptions-send-us-refining-margins-to-multi-year-highs - * US Gulf Coast refiners enjoy strong margins due to disruptions in Middle Eastern oil flows from Iran. * Middle Eastern crude exports drop as Iran's blockade of the Strait of Hormuz impacts Asian and European refiners. * US President Donald Trump announced a two-week ceasefire with Iran, conditional on reopening the Strait. * US refineries benefit from global fuel shortfalls and maximise exports from the Gulf Coast. * US has about 18 million barrels per day of refining capacity, largely on the Gulf Coast export hub.
132. https://www.standartnews.com/biznes/petrolniyat-shok-se-zadalbochava-sauditska-arabiya-gubi-klyuchov-kapacitet-629775.html - * Attacks on Saudi Arabia's energy facilities have reduced oil production capacity by approximately 600,000 barrels per day and pipe throughput by about 700,000 barrels daily, according to official sources. * Targeted infrastructure includes oil and gas extraction sites, refineries, chemicals plants, and power generation facilities. * The attacks particularly impacted the East-West pipeline, a key export route, with damage to pump stations. * Total decline in oil output from targeted fields and facilities is around 600,000 barrels daily. * The conflict escalation involves missile and drone attacks linked to the broader regional conflict, increasing global supply risks.
133. https://www.bairdmaritime.com/offshore/refining-processing/iran-war-disruptions-send-us-refining-margins-to-multi-year-highs - ['* US Gulf Coast refiners experience strongest margins in years due to Middle Eastern oil disruptions.', "* Middle Eastern crude exports slump because of Iran's blockade of the Strait of Hormuz, affecting Asian and European refiners.", '* US President Donald Trump announced a two-week ceasefire with Iran, conditional on reopening the Strait, though tanker traffic remains limited.', '* US refiners are positioned to benefit from global fuel shortfalls by exporting from the Gulf Coast export hub.']
134. https://hathalyoum.net/articles/4132677 - * Oil-producing countries in the Middle East, including Iraq, are preparing to restart oil exports through the Hormuz Strait in April and May following a ceasefire agreement between Iran and the US. * Companies like Aramco and Iraq's SOMO are coordinating shipments, contingent on the reopening of the Strait. * US and Iran ceasefire has raised hopes for reopening the Strait, which previously accounted for about 20% of global oil and gas supply. * Saudi Arabia’s Aramco requested clients to prepare for May shipments, dependent on port reopenings. * Iraq's oil exports and shipment planning proceed, with some disruptions reported due to recent attacks on energy infrastructure.
135. https://25h.app/2026/04/10/%D8%A7%D9%84%D9%8A%D8%A7%D8%A8%D8%A7%D9%86-%D8%B3%D8%AA%D8%B3%D8%AD%D8%A8-%D9%85%D9%86-%D9%85%D8%AE%D8%B2%D9%88%D9%86%D8%A7%D8%AA%D9%87%D8%A7-%D8%A7%D9%84%D9%86%D9%81%D8%B7%D9%8A%D8%A9-%D9%83%D9%85/ - * Japan will withdraw additional quantities from its strategic oil reserves for twenty days, starting from early May, as announced by Prime Minister Sanayi Takaichi. * The decision responds to ongoing developments and tensions in the Middle East, impacting Japan's oil supply. * Japan began using its extensive strategic oil reserves last month to ensure stability. * Japan relies on approximately 95% of its oil imports from the Middle East. * The move aims to protect Japan’s economy from market disruptions and potential shortages.
136. https://customnews.pk/2026/04/10/pakistan-steps-in-as-mediator-between-us-and-iran-launches-emergency-shipping-plan/ - * Pakistan acts as mediator between US and Iran amid regional tensions. * The country starts emergency transshipment procedures due to disruptions in the Strait of Hormuz. * Key ports including QICT, KGTL, and KICT are shifting transshipment containers to off-dock terminals. * Challenges at SAPT port due to overload will be addressed with new policy. * Pakistan aims to become a major hub for global transshipment and benefit economically. * The initiative is under direct instruction from Pakistan’s military chief, Field Marshal Asim Munir.
137. https://energia.rp.pl/ropa/art44131991-ponad-400-tankowcow-utknelo-przed-ciesnina-ormuz-ropa-nadal-drozeje - * Oil prices increased slightly, with WTI at $98.5 and Brent at nearly $97, amid concerns over Iran-US talks and supply disruptions. * Iran's attacks on Saudi infrastructure reduced Saudi oil production by approx. 600,000 barrels per day and limited pipeline throughput. * Over 400 tankers remain anchored in the Gulf awaiting transit, amid legal and operational uncertainties. * US and Iran reached a temporary ceasefire, but control over the Strait of Hormuz remains uncertain. * Saudi Arabia's dependence on the East-West pipeline for exports is under threat, impacting supply routes and outlooks.
138. https://hungarytoday.hu/mol-is-diversifying-oil-purchases-russian-crude-still-the-long-term-solution/ - * MOL purchased approximately 510,000 barrels of US crude oil for around $500 million, covering about one month of refining.* * The deal aligns with MOL’s strategy to diversify sources, including Libya, Kazakhstan, Norway, and Saudi Arabia.* * The company faces challenges with the Adria pipeline capacity and refinery capacity at Százhalombatta.* * A fire last year reduced refinery processing capacity by half, with full restoration expected by Q3 2026.* * MOL notes risks in sourcing crude from multiple suppliers due to differing physical and chemical properties.*
139. https://en.interfax.com.ua/news/general/1158233.html - * The attack targeted port infrastructure in Odesa region, damaging oil storage tanks and an administrative building. * No casualties reported as per Ukrainian Sea Ports Authority (USPA). * Transport infrastructure and energy facilities also damaged by drones, causing disruptions. * An assessment of the damage is ongoing. * The attack occurred during an air raid alert, with no fires recorded.
140. https://astanatimes.com/2026/04/kazakhstan-not-winning-from-hormuz-crisis-as-capacity-hits-limit-expert-says/ - * The closure of the Strait of Hormuz led to increased crude prices and disrupted oil markets. * Kazakhstan's oil sector is unable to capitalise on the crisis due to production limits and regional bottlenecks. * Experts warn that Kazakhstan is operating at peak capacity, with potential decline in oil output. * Rising tanker freight and insurance costs hinder Kazakhstan's export options. * OPEC+ members agreed to new production cuts in response to global disruptions. * The impact of regional tensions and damage to energy infrastructure affects global supply management.
141. https://www.seanews.com.tr/article/latest-situation-in-hormuz-traffic-disrupted-despite-mnsm8lk5 - * Ship traffic in the Strait of Hormuz remains disrupted two weeks after a ceasefire between the US and Iran. * Since the ceasefire, only 5 vessels passed through on Wednesday, with 7 on Thursday. * Pre-war, daily traffic was between 120 and 140 vessels; current levels are symbolic. * Over 600 ships, including 325 tankers, are stranded in the Persian Gulf. * Market predictions suggest safe passage limited to 10-15 ships per day even if the ceasefire holds.
142. https://www.dostor.org/5499712 - * Japanese Prime Minister Sanae Takaichi announced plans to withdraw additional oil from national reserves next month to ensure supply stability. * The government aims to source oil from alternative sources beyond the Strait of Hormuz. * Japan will withdraw enough oil to last 20 days starting from early May. * The country relies on the Middle East for over 90% of its oil imports, and there are concerns about supply disruptions following the blockade of the Strait of Hormuz after attacks on Iran. * The decision comes amidst rising fears over oil export disruptions due to geopolitical tensions.
143. https://thearabianpost.com/china-unlocks-oil-stocks-as-war-strains-supply/ - * China has approved state oil refiners to draw on commercial crude reserves due to disrupted Middle East supply. * The move follows recent market shifts and supply concerns linked to the Iran conflict and Strait of Hormuz disruption. * China’s decision aims to mitigate fuel stability and refinery operation issues amid global oil market volatility. * Conditions deteriorated after Saudi energy infrastructure attacks reduced output and exports. * China’s stock release reflects a tactical response to supply dislocation and domestic economic needs.
144. https://www.dostor.org/5499712 - * Japanese Prime Minister Sanae Takaichi announced the government plans to withdraw more oil from national reserves in May. * The aim is to secure oil supplies and ensure stability. * Takaichi mentioned efforts to source oil from alternative sources outside the Strait of Hormuz. * Japan will draw enough oil reserves for 20 days starting from early May. * Concerns rise over supply disruptions following Iran’s closure of the Strait of Hormuz after attacks by the US and Israel.
145. https://nairametrics.com/2026/04/10/naira-strengthens-to-n1365-as-dollar-heads-for-weekly-loss/ - * The Naira appreciated to N1,365/$ amid a broader decline in the US dollar. * The US dollar index fell by 1.3% this week following a ceasefire in the Gulf. * Nigeria’s external reserves decreased slightly to $48.89 billion. * Major currencies such as the euro and Australian dollar posted weekly gains against the dollar. * The dollar's weakening is linked to easing geopolitical tensions and improved oil flows.
146. https://bitcoinworld.co.in/forex-market-volatility-us-inflation/ - * Global forex markets experienced reduced volatility as traders focus on upcoming US inflation report. * Major currency pairs showed more restrained movements, with the US Dollar Index (DXY) trading within a narrow range. * Investors anticipate the US CPI data, projecting a 0.3% monthly and 3.4% yearly increase. * The inflation report is expected to influence Federal Reserve policy decisions and currency valuations. * Technical levels identified for EUR/USD, GBP/USD, and USD/JPY suggest potential support and resistance zones. * Market sentiment indicators show reduced speculative positioning and stable liquidity conditions. * The US inflation data will shape expectations for monetary policy adjustments globally, including ECB and Bank of England. * Traders employ range-bound and option strategies in low-volatility conditions ahead of major data releases.
147. https://bitcoinworld.co.in/fed-policy-oil-shock-inflation-risks/ - * Global financial markets in 2025 focus on the Federal Reserve’s potential responses to an oil price shock and inflation risks, which could impact US dollar trajectories. * The Fed faces a dilemma balancing inflation control with economic growth, especially amid external supply shocks and geopolitical tensions. * An oil shock could lead to direct cost-push inflation and reduced consumer spending, creating stagflationary conditions. * The US dollar may strengthen as a safe-haven during global turmoil, influenced by Fed policy and geopolitical factors. * Emerging markets could face currency depreciation, higher import costs, and increased borrowing costs, amid interconnected global risks.
148. https://bitcoinworld.co.in/us-dollar-index-cpi-data-forecast-2/ - * The US Dollar Index (DXY) consolidates near 99.00 as markets await the US CPI inflation report. * The index demonstrates resilience, supported by economic strength and geopolitical tensions. * The upcoming CPI data is expected to influence Federal Reserve policy, affecting currency valuations. * Market analysts highlight the potential for the DXY to move between 97.50 and 100.50 based on CPI surprises. * The stability of the DXY impacts major currency pairs and global financial markets.
149. https://bitcoinworld.co.in/us-cpi-inflation-march-2025-surge/ - * The US Consumer Price Index increased by 0.6% month-over-month in March 2025, with year-over-year rising to 3.8%, exceeding expectations. * The rebound was driven mainly by energy prices, shelter costs, and services inflation. * The data interrupts a sustained downward disinflation trend that began in early 2023, following Federal Reserve rate hikes. * The March surge influences Federal Reserve policy expectations, reducing prospects for near-term rate cuts and increasing hawkish messaging. * Financial markets reacted with treasury yield increases, stock market volatility, and a stronger US dollar.
150. https://www.maritimegateway.com/shipowners-eye-limited-ceasefire-window-to-move-trapped-fleet-in-hormuz/ - * Shipowners are analysing a narrow ceasefire window in the Strait of Hormuz following a US-Iran agreement. * Over 800 vessels are reportedly trapped due to tensions, attacks, and threats. * The ceasefire aims to allow safe transit, with Iran signalling a two-week window and the US discussing full opening. * Key concerns include timing, escort arrangements, vessel restrictions, and insurance coverage. * The disruption has prompted rerouting, market volatility, and risk management reassessment. * The outcome depends on ceasefire stability, alternative routes, and insurer premiums.
151. https://www.marinelink.com/news/middle-east-producers-gear-hormuz-export-537907 - * Producers in the Middle East have asked Asian refiners to submit crude loading programmes for April and May in anticipation of resuming shipping through the Strait of Hormuz.* The US and Iran announced a two-week ceasefire deal, increasing hopes for reopening the maritime route.* No signs yet of Iran lifting its blockade, which has increased energy prices.* Saudi Aramco and Kuwait Petroleum Corp have provided loading schedules, subject to export resumption.* Attacks on Saudi facilities have reduced oil production capacity.* Iraq has asked customers to submit loading schedules, following Iran's exemption from restrictions.* Asian refiners are seeking tankers for Middle Eastern and Iraqi crude loadings following the ceasefire.
152. https://www.riotimesonline.com/global-economy-briefing-gdp-miss-hormuz-not-open-pce/ - * ADNOC CEO confirms the Strait of Hormuz is 'not open' and access is 'restricted, conditioned, and controlled' by Iran.* * WTI surged above $100 intraday before settling at $97.87, with concerns over shipping disruptions due to Iran's control.* * The article discusses the ongoing impact of Iran's restrictions on maritime navigation through the Strait, despite a ceasefire.* * Market forecasts for oil prices are being revised downwards due to these shipping constraints.* * The article also highlights broader geopolitical tensions affecting critical maritime chokepoints and transportation of crude oil.
153. https://www.dailymail.co.uk/news/article-15721333/Oil-tanker-crews-stuck-Strait-Hormuz-suffer-mental-breakdowns-refuse-sail-opens-six-weeks-stuck-Gulf.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Oil tanker crews stuck in the Strait of Hormuz for six weeks face mental health breakdowns and refuse to sail, even if the waterway reopens. * Iran retains control of the strait, warning vessels of possible destruction and tolls up to $2 million. * About 2,000 ships and 20,000 seafarers are trapped in the Gulf since the start of the conflict, affecting global oil supplies. * Iran's threats and mined areas in the strait have escalated fears of violence among maritime crews. * Experts expect continued avoidance of the strait by oil tankers despite a ceasefire, keeping oil prices volatile.
154. https://thearabianpost.com/china-unlocks-oil-stocks-as-war-strains-supply/ - * China has authorised state oil refiners to draw on commercial crude reserves due to the Middle East conflict. * The move comes as flows through the Strait of Hormuz have sharply declined, creating significant supply disruptions. * The policy shift signals Beijing's willingness to use stockpiles to stabilise domestic supplies amidst market volatility. * Attacks on Saudi energy infrastructure and reduced pipeline throughput have worsened supply conditions. * China is balancing geopolitical tensions and domestic fuel stability during the crisis.
155. https://www.koreatimes.co.kr/foreignaffairs/20260410/relief-but-no-escape-yet-korean-seafarers-still-trapped-off-hormuz?utm_source=rss - * Despite a ceasefire intended to reopen the Strait of Hormuz, Korean ships and crew members remain trapped, with no ship movement observed. * The Korean Seafarers’ Union (FKSU) monitors the situation and reports no shortage of supplies on their vessels. * The FKSU urges the government to take a proactive role and demands compensation for crew members in the war-risk zone. * The Ministry of Foreign Affairs appointed a special envoy to Iran to negotiate the safe passage of Korean vessels and citizens. * The two-week ceasefire has raised hopes of reopening the strait, but insurers and shipping companies still view it as effectively shut.
156. https://www.dimokratia.gr/kosmos/679631/saoydiki-aravia-i-megali-epithesi-ston-agogo-east-west-odigei-se-apoleia/ - * Επιβεβαιώθηκε σοβαρή επίθεση σε πετρελαϊκές υποδομές της Σαουδικής Αραβίας στις 8 Απριλίου. * Σε στόχους τέθηκαν ο αγωγός East-West και η μονάδα επεξεργασίας στο Abqaiq. * Η επίθεση επέφερε μείωση στην ημερήσια μεταφορά κατά 700.000 βαρέλια. * Η παραγωγική ικανότητα του Βασιλείου μειώθηκε περίπου κατά 600.000 βαρέλια ημερησίως. * Οι τιμές πετρελαίου αυξήθηκαν, με το Brent να πλησιάζει τα 97 δολάρια ανά βαρέλι.
157. https://www.theyeshivaworld.com/news/israel-news/2533963/ceasefire-on-shaky-ground-trump-slams-iran-over-very-poor-job-allowing-oil-through-strait-of-hormuz.html - • President Trump criticised Iran for failing to reopen the Strait of Hormuz post-ceasefire agreement. • Trump warned Iran against charging fees to tankers transiting the waterway. • The ceasefire was announced after military operations against Iran, and its implementation depends on reopening the Strait. • UK Prime Minister Starmer engaged in diplomatic efforts to restore free navigation through the Strait. • The Strait of Hormuz, which carries about one-fifth of the world’s oil, remains a key geopolitical energy security hotspot.
158. https://www.businesswire.com/news/home/20260410942202/en/Impact-of-Middle-East-Conflict-on-TotalEnergies-Activities?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * The SATORP site was affected by incidents during the night of April 7 to 8, causing damage to one of its two processing trains.
159. https://www.globaltrademag.com/strait-of-hormuz-tolls-and-ceasefire-reshape-global-shipping-and-oil-prices/ - * Oman and Iran propose permanent tolls for vessels transiting the Strait of Hormuz, potentially adding one dollar per barrel of oil. * The proposal follows a recent two-week ceasefire between the United States and Iran, with limited shipping activity. * Oil prices fluctuated around 110 and 90 dollars per barrel following the ceasefire announcement. * Vessel traffic increased, but no inbound or outbound container transits have been confirmed since the ceasefire. * Shipping rerouting and increased costs are affecting trade, with higher prices and slower movement expected. * The UN Security Council resolution to reopen the waterway was vetoed by Russia and China. * The US ports face potential delays and congestion affecting traffic to the United States. * The Federal Maritime Commission rejected requests to waive emergency fuel surcharges, influencing operational costs.
160. https://www.riotimesonline.com/global-economy-briefing-gdp-miss-hormuz-not-open-pce/ - * ADNOC’s CEO declares Strait of Hormuz ‘not open’, citing Iranian restrictions, despite ceasefire. * Oil prices surged with WTI settling at $97.87 (+3.6%) and Brent at $95.92 (+1.2%). * Gulf cooperation on oil transit limited; Iran maintains control over access. * WTI forecasts downgraded by Goldman Sachs to $87 for Q2. * U.S. and global markets react to geopolitical tensions and economic data, with signs of stagflation and confidence collapse.
161. https://www.businesswire.com/news/home/20260410942202/en/Impact-of-Middle-East-Conflict-on-TotalEnergies-Activities?feedref=JjAwJuNHiystnCoBq_hl-bV7DTIYheT0D-1vT4_bKFzt_EW40VMdK6eG-WLfRGUE1fJraLPL1g6AeUGJlCTYs7Oafol48Kkc8KJgZoTHgMu0w8LYSbRdYOj2VdwnuKwa - * The SATORP refinery was damaged during incidents on April 7-8, causing shutdowns. * No casualties reported, and assessments of operational impact are ongoing. * TotalEnergies is monitoring the situation amid ongoing Middle East conflict. * SATORP is jointly owned by Aramco (62.5%) and TotalEnergies (37.5%). * The impact on TotalEnergies activities is publicly updated on their investors website.
162. https://www.dailymail.co.uk/news/article-15721333/Oil-tanker-crews-stuck-Strait-Hormuz-suffer-mental-breakdowns-refuse-sail-opens-six-weeks-stuck-Gulf.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Oil tanker crews stranded in the Strait of Hormuz are experiencing mental breakdowns and refusing to sail even after Iran retains control over the passage. * The waterway, crucial for 20% of global oil trade, has been effectively shut by Iran for six weeks amid threats and mined areas. * Iranian regime has threatened destruction of vessels trying to transit without permission, demanding tolls and cryptocurrency payments. * Approximately 2,000 ships and 20,000 seafarers are trapped; crew members have been traumatised by missile attacks and witnessing ship fires. * The situation has impacted global oil prices, with fears of ongoing disruption despite a ceasefire announced by the US and Iran.
163. https://tradebrains.in/crudes-fear-premium-returns-short-covering-drives-0-8-gain-amid-middle-east-volatility/ - * Crude oil rose 0.81% to Rs 8,933 amid Israeli strikes on Lebanon and Strait of Hormuz disruptions. * Renewed Israeli strikes threaten US-Iran ceasefire, increasing geopolitical risks. * Strait of Hormuz, a key global oil chokepoint, faces heavy tanker disruptions. * Ongoing proxy conflict adds to supply risk and maintains a 'fear premium' in crude prices. * US crude inventories increased, fuel demand remains steady, supporting prices. * Open interest decreased slightly, indicating short covering as a primary driver. * Immediate support at Rs 8,675; resistance at Rs 9,384, with potential for prices to rise further.
164. https://thearabianpost.com/seoul-widens-iran-diplomacy-over-trapped-hormuz-fleet/ - * South Korea is sending a special envoy to Iran to secure passage for 26 vessels stranded around the Strait of Hormuz. * The envoy, appointed by South Korea's foreign ministry, aims to discuss safe transit and the broader Middle East situation. * Traffic through Hormuz has fallen to a fraction of normal levels, with Iran asserting control over passage. * South Korea seeks alternative supply routes and has engaged Gulf states for energy stability. * The wider geopolitical situation remains volatile, with limited progress despite a US-Iran ceasefire.
165. https://thearabianpost.com/china-unlocks-oil-stocks-as-war-strains-supply/ - * China has authorised state oil refiners to draw on commercial crude reserves amid ongoing Middle East war.
166. https://www.dailymail.co.uk/news/article-15721333/Oil-tanker-crews-stuck-Strait-Hormuz-suffer-mental-breakdowns-refuse-sail-opens-six-weeks-stuck-Gulf.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Oil tanker crews stranded in the Strait of Hormuz for six weeks are experiencing mental breakdowns and refusing to sail. * Iranian control has led to fears and mental health impacts among seafarers, with some refusing to transit despite reopening. * Iran continues to block and threaten tolls of up to $2 million, with areas mined by Iranian forces and threats of destruction for unauthorized transit. * The conflict has trapped approximately 2,000 ships and 20,000 seafarers, causing disruptions in global oil supplies and soaring prices. * Experts predict continued avoidance of the Strait by oil tankers despite a ceasefire, prolonging global economic and energy impacts.
167. https://thearabianpost.com/china-unlocks-oil-stocks-as-war-strains-supply/ - * China authorised state oil refiners to draw on commercial crude reserves amid ongoing Middle East war. * Move follows disruptions to flows through the Strait of Hormuz, the critical energy chokepoint. * China’s policy shift from building inventories to utilising stocks indicates concern over supply security. * Attacks on Saudi energy infrastructure have further reduced oil output and transport routes. * Rising crude costs and tight markets have stressed Asian refiners, prompting strategic reserve use.
168. https://tradebrains.in/crudes-fear-premium-returns-short-covering-drives-0-8-gain-amid-middle-east-volatility/ - * Crude oil increased by 0.81% to Rs 8,933 following geopolitical tensions in the Middle East. * Israeli strikes on Lebanon and Strait of Hormuz disruptions heightened supply risks. * Short covering drove the slight decline in open interest by 0.01%, indicating market participants covered short positions. * Geopolitical instability and regional escalation maintain a 'fear premium' in crude futures. * US crude inventories rose, supporting fuel demand amid supply concerns.
169. https://thearabianpost.com/china-unlocks-oil-stocks-as-war-strains-supply/ - * China has authorised state oil refiners to draw on commercial crude reserves due to Middle East war disruptions, entering its sixth week. * The move is a policy shift from previous reports indicating reserves had been denied access. * The supply disruption is linked to conflict around Iran affecting flows through the Strait of Hormuz. * Attacks on Saudi energy infrastructure have reduced output and export routes, exacerbating supply constraints. * China’s reserve release aims to buffer domestic refineries amidst turbulence in global oil markets. * The decision aligns with Beijing's efforts to stabilise fuel supply and navigate geopolitical tensions.
170. https://www.sarahanews.net/1314824-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%AA%D8%B1%D8%AA%D9%81%D8%B9-%D8%A8%D8%B9%D8%AF-%D9%87%D8%AC%D9%85%D8%A7%D8%AA-%D8%B9%D9%84%D9%89-%D9%85%D9%86%D8%B4%D8%A2%D8%AA-%D8%A7/ - * Oil prices increased following attacks on energy infrastructure in Saudi Arabia. * Saudi Arabia's oil production declined by approximately 600,000 barrels daily. * The attack caused a temporary reduction in crude flow through the east-west pipeline by 700,000 barrels daily. * Nearly 50 infrastructure facilities in the Gulf sustained damage over six weeks of attacks. * The attacks affected around 2.4 million barrels per day of refining capacity.
171. https://www.dimokratia.gr/kosmos/679631/saoydiki-aravia-i-megali-epithesi-ston-agogo-east-west-odigei-se-apoleia/ - - Επιβεβαιώθηκε επίθεση σε στρατηγικές πετρελαικές υποδομές στη Σαουδική Αραβία, με το πλήγμα να σημειώθηκε στις 8 Απριλίου. - ΄Το κράτος επλήγη στον αγωγό East-West και την εγκατάσταση στο Abqaiq, προκαλώντας θανάτους και τραυματισμούς. - Ο αγωγός, μήκους 1.200 km, αποτελεί εναλλακτική των Στενών του Ορμούζ. - Η ημερήσια ροή μειώθηκε κατά 700.000 βαρέλια. - Η παραγωγή μειώθηκε κατά περίπου 600.000 βαρέλια ημερησίως λόγω ζημιών σε άλλες εγκαταστάσεις. - Οι τιμές των πετρελαίων αυξάνονται, με το Brent να πλησιάζει τα 97 δολάρια ανά βαρέλι.
172. https://www.fxstreet.com/news/dxy-limited-haven-response-to-oil-shock-dbs-202604100656 - * Philip Wee at DBS Group Research reports that the US Dollar Index (DXY) remained within its 96–101 band despite Brent crude oil rising to USD 100–120 in Q1 2026. * The muted DXY response is attributed to the Federal Reserve's less urgent stance, tighter policy, and fading enthusiasm for the Trump Trade. * The DXY was less reactive compared to previous energy shocks, despite the oil price spike. * The Federal Reserve's cautious approach during this period contrasts with 2022, reducing the USD's haven appeal amid inflation concerns.
173. https://www.business-standard.com/world-news/west-asia-conflict-us-iran-ceasefire-israel-lebanon-attacks-hormuz-ships-126041000155_1.html - * Two-week ceasefire between Iran and the US faces pressure amid regional tensions. * US President Trump accuses Iran of blocking oil shipments through the Strait of Hormuz. * Iran’s parliament speaker warns of 'explicit costs' for Israeli attacks on Hezbollah in Lebanon. * Israel commits to continuing military operations against Hezbollah in Lebanon. * Saudi Arabia reports damage to energy infrastructure, reducing oil output. * Kuwait accuses Iran of drone attacks despite ceasefire. * India discusses energy security measures amid disruptions in Gulf region.
174. https://www.abc.net.au/news/2026-04-10/iran-war-fuel-crisis-set-to-worsen/106550214 - - The conflict in Iran has led to the closure of the Strait of Hormuz, disrupting oil exports. - Oil prices have risen sharply, with futures reaching $US115 per barrel and spot prices peaking at $US141 per barrel. - Global reserves are being depleted, and shipments of fuel are delayed, increasing the risk of a full-scale crisis. - Diesel shortages are worsening, with potential significant impacts on Australia's economy. - The conflict's economic effects are expected to extend into late 2026, with oil supply disruptions causing inflationary pressures worldwide.
175. https://www.cotidianul.ro/de-ce-traficul-prin-stramtoarea-ormuz-va-ramane-inghetat/ - * Trump a declarat că încetarea focului depinde de deschiderea sigură a strâmtorii. * Iranul condiționează reluarea traficului de coordonare şi limitări tehnice. * Traficul prin strâmtoarea nu a înregistrat o revenire semnificativă, cu doar patru nave tranzitând. * Navele folosesc ruta modificată din vestul insulei Larak, peste 400 de petroliere aşteaptă să traverseze. * Navele îşi opresc transponderele pentru a evita atacuri, legile pentru traversare nu sunt clar stabilite. * Hapag-Lloyd se abţine de la tranzitarea strâmtorii, revenirea la normal se estimează în câteva săptămâni. * Situatia din Marea Roşie indică o revenire lentă, similară cu cea din Golful Persic. * Preţurile petrolului au scăzut după armistiţiu, dar rămân ridicate faţă de nivelurile pre-conflict. * Analiştii avertizează că preţurile petrolului vor rămâne ridicate, iar costurile de transport şi asigurare sunt mai mari.
176. https://www.dimokratia.gr/kosmos/679652/stena-toy-ormoyz-nees-odigies-toy-iran-gia-ti-naysiplo-a/ - • Το IRGC εκδίδει νέες αυστηρές οδηγίες για τη διέλευση στα Στενά του Ορμούζ, επιβάλλοντας πλήρη έλεγχο και δήλωση στοιχείων από εμπορικά πλοία. • Οι οδηγίες περιλαμβάνουν υποχρεωτική δήλωση θέσης και προορισμού, χρήση εναλλακτικών διαδρομών, και προειδοποιήσεις για πιθανή ύπαρξη ναρκών. • Το καθεστώς διαχείρισης περιλαμβάνει συνεχή συντονισμό με το Ιρανικό Ναυτικό και προτίμηση για συγκεκριμένες περιοχές. • Αν και το στενό παραμένει ανοικτό, η εμπορική δραστηριότητα σε αυτόν τον τομέα παραμένει σε χαμηλά επίπεδα λόγω αβεβαιότητας και αυστηρών ελέγχων.
177. https://www.kathimerini.gr/economy/international/564169879/megala-kerdi-ipa-rosias-apo-tis-poliseis-petrelaioy/ - * The war in Iran and the closure of the Strait of Hormuz caused significant disruption to global oil supply, impacting prices and trade routes. * The US and Russia are emerging as major exporters, with US oil exports expected to reach a record 5.2 million barrels per day in April. * US oil exports to Asia have surged by 82%, boosting prices and economic gains for the US. * US crude oil prices hit four-year highs, with a 40% increase since the start of the conflict. * Russia’s oil export revenues are at their highest since the start of the Ukraine war, with prices exceeding $116 per barrel despite attacks on export ports.
178. https://www.marinelink.com/news/middle-east-producers-gear-hormuz-export-537907 - • Producers in the Middle East asked Asian refiners for crude loading programmes in April and May, anticipating the resumption of shipping through the Strait of Hormuz. • The US-Iran ceasefire aims to reopen the waterway, which is crucial for global energy supplies. • Saudi Aramco has requested cargo nominations from Yanbu and Ras Tanura ports, contingent on export resumption. • Attacks on Saudi energy facilities have reduced oil production capacity by around 600,000 barrels per day. • Kuwait and Iraq have also provided crude export schedules following recent restrictions. • Asian refiners and traders are seeking tankers for Middle Eastern oil loading activities.
179. https://www.volkskrant.nl/buitenland/olieproductie-saoedi-arabie-getroffen-na-aanvallen-op-installaties~b8dfaf7b/ - * The oil production capacity of Saudi Arabia decreased by about 600 thousand barrels per day following Iranian attacks on installations, refineries, and pipelines. * The reduction was reported by the Saudi Ministry of Energy through the state news agency SPA. * The throughput capacity of the east-west pipeline decreased by approximately 700 thousand barrels per day after a pump station was hit. * The pipeline transports between 5 and 7 million barrels daily. * The attacks caused damage to liquefied natural gas (LNG) facilities, resulted in one death, and injured seven workers. * The east-west pipeline was built during the Iran-Iraq war to avoid blockage of the Strait of Hormuz.
180. https://spacedaily.com/sd-w-kuwait-drone-strike-accusation-puts-us-iran-islamabad-talks-on-a-knifes-edge/ - * Kuwait accuses Iran of carrying out a drone strike in Kuwaiti territory, threatening to derail diplomatic negotiations. * Kuwait's government blamed Iran and its proxies, with no details on targets or casualties. * Iran denied involvement, but the pattern of proxy operations complicates attribution. * The incident heightens tensions over regional stability and oil supply routes, especially the Strait of Hormuz. * The outcome depends on physical evidence and could impact the diplomatic framework between the US and Iran.
181. https://www.sarahanews.net/1314824-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%AA%D8%B1%D8%AA%D9%81%D8%B9-%D8%A8%D8%B9%D8%AF-%D9%87%D8%AC%D9%85%D8%A7%D8%AA-%D8%B9%D9%84%D9%89-%D9%85%D9%86%D8%B4%D8%A2%D8%AA-%D8%A7/ - * Oil prices increased following attacks on energy infrastructure in Saudi Arabia. * The attacks caused a reduction of approximately 600,000 barrels daily in Saudi oil production. * The disruptions impacted oil flow via the east-west pipeline, reducing 700,000 barrels daily. * Around 50 facilities in the Gulf sustained damage over six weeks of attacks, impairing 2.4 million barrels per day of refining capacity. * Oil market reacts to risk factors including ongoing turmoil in the Gulf and the blockade of the Strait of Hormuz.
182. https://www.abc.net.au/news/2026-04-10/iran-war-fuel-crisis-set-to-worsen/106550214 - * The Iran conflict continues with limited resolution, impacting the Strait of Hormuz and global oil supply. * Oil prices surged, with futures contracts reaching around US$115 per barrel, and spot prices up to US$141. * The effective shutdown of the Strait of Hormuz disrupts oil exports, with shortages expected to intensify. * Analysts warn that the crisis may last for months, with fuel prices expected to rise further. * Diesel shortages in Australia threaten economic impacts, with global maritime disruptions complicating supply chains.
183. https://www.volkskrant.nl/buitenland/olieproductie-saoedi-arabie-getroffen-na-aanvallen-op-installaties~b8dfaf7b/ - • Saoedi-Arabië’s olieproductiecapaciteit is met ongeveer 600 duizend vaten per dag gedaald na Iraanse aanvallen op installaties, raffinaderijen en pijpleidingen. • De doorvoercapaciteit van de oost-west-pijpleiding is ook verminderd met ongeveer 700 duizend vaten per dag. • Aanvallen zorgden voor schade aan olie- en gasinstallaties en leidde tot één dode en zeven gewonde werknemers. • De aanvallen gebeurden in de context van Iraanse agressie en hebben impact op de olie-exploitatie in de regio.
184. https://www.sarahanews.net/1314824-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%AA%D8%B1%D8%AA%D9%81%D8%B9-%D8%A8%D8%B9%D8%AF-%D9%87%D8%AC%D9%85%D8%A7%D8%AA-%D8%B9%D9%84%D9%89-%D9%85%D9%86%D8%B4%D8%A2%D8%AA-%D8%A7/ - * Oil prices increased following attacks on energy infrastructure in Saudi Arabia. * The attacks caused an estimated reduction of 600,000 barrels per day in Saudi production. * The disruption impacted oil flow through the east-west pipeline by 700,000 barrels daily. * The situation was influenced by ongoing attacks over six weeks on approximately 50 infrastructure sites in the Gulf. * Oil futures for Brent and WTI increased by around 0.87% and 1.06%, respectively.
185. https://www.business-standard.com/world-news/west-asia-conflict-us-iran-ceasefire-israel-lebanon-attacks-hormuz-ships-126041000155_1.html - *Two-week ceasefire between Iran and US faces pressure with new military activity and regional tensions.* *Iran's parliament speaker warns of strong responses to Israeli strikes on Hezbollah in Lebanon.* *Israel continues military operations in Lebanon, killing over 250 people.* *Saudi Arabia reports damage to oil facilities from recent attacks, affecting oil output.* *Kuwait accuses Iran of drone attacks despite ceasefire.* *India’s energy security initiatives amid disruptions in Gulf energy supplies.*
186. https://regtechtimes.com/iran-conflict-drives-higher-oil-prices-and-bond/ - * The recent conflict in the Middle East led to disruptions in major energy supply routes, affecting global markets. * Oil prices are nearly 35% above pre-conflict levels, with ongoing concerns over infrastructure damage and supply trust. * Bond yields across the US and Europe increased by over 0.4-0.5 percentage points, reflecting higher risk premiums. * Market confidence in US dollar and government bonds has weakened slightly, prompting diversification into other regions. * European markets faced more significant declines due to dependence on imported energy and economic challenges. * The conflict's effects have created 'scar tissue' in financial markets, impacting investor perceptions of risk and stability.
187. https://spacedaily.com/sd-w-kuwait-drone-strike-accusation-puts-us-iran-islamabad-talks-on-a-knifes-edge/ - * Kuwait accuses Iran of carrying out a drone strike on Kuwaiti territory, threatening to disrupt US-Iran negotiations in Islamabad. * Kuwait's government explicitly blames Iran and its proxies, with no qualifiers. * Iran denies launching attacks but may be involved via proxies operating with Iranian support. * The incident raises regional security and oil supply concerns, as the Strait of Hormuz is a key energy transit route. * The diplomatic momentum of the Islamabad talks depends on whether evidence traces back to Iran or remains ambiguous. * The incident alters the negotiating landscape and regional stability considerations.
188. https://www.sarahanews.net/1314824-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%AA%D8%B1%D8%AA%D9%81%D8%B9-%D8%A8%D8%B9%D8%AF-%D9%87%D8%AC%D9%85%D8%A7%D8%AA-%D8%B9%D9%84%D9%89-%D9%85%D9%86%D8%B4%D8%A2%D8%AA-%D8%A7/ - * Oil prices increased following attacks on energy infrastructure in Saudi Arabia.* The attacks prompted a reduction of about 600,000 barrels per day in Saudi oil production and a decrease of 700,000 barrels per day in oil flow via the east-west pipeline.* Damage to around 50 Gulf infrastructure facilities occurred over six weeks of drone and missile attacks.* About 2.4 million barrels per day of refining capacity was disrupted.* The market assesses risks due to ongoing threats and the Strait of Hormuz closure.
189. https://www.abc.net.au/news/2026-04-10/iran-war-fuel-crisis-set-to-worsen/106550214 - * The conflict between Iran, the US, and Israel continues, with Iran conditionally lifting its blockade but the Strait of Hormuz remains shut or restricted. * Oil exports from the Middle East are severely affected, with global fuel shortages and rising prices. * Oil prices surged to around US$115 per barrel and up to US$141 for spot prices, with supply sources dwindling. * Experts warn of worsening crises as reserves diminish and shipping bottlenecks persist. * Diesel shortages threaten the Australian economy, with prices expected to stay high for months. * The conflict has increased Iran's influence over the global economy, including a toll from passing ships.
190. https://www.dimokratia.gr/kosmos/679631/saoydiki-aravia-i-megali-epithesi-ston-agogo-east-west-odigei-se-apoleia/ - * Σύμφωνα με το Ριάντ, η επίθεση σε στρατηγική υποδομή στη Σαουδική Αραβία, στις 8 Απριλίου, οδήγησε σε μείωση της ροής πετρελαίου κατά 700.000 βαρέλια ημερησίως.* * Έγινε στόχος ο αγωγός East-West και η μονάδα επεξεργασίας στο Abqaiq.* * Η παραγωγική ικανότητα του Βασιλείου μειώθηκε περίπου κατά 600.000 βαρέλια ημερησίως λόγω ζημιών σε άλλες εγκαταστάσεις.* * Η τιμή του Brent αυξήθηκε κοντά στα 97 δολάρια ανά βαρέλι, επηρεασμένη από τις ανησυχίες για τις προμήθειες.*
191. https://oilprice.com/Latest-Energy-News/World-News/Japan-to-Release-More-Oil-Amid-Supply-Crunch.html - * Japan will release additional volumes of crude oil next month, as announced by Prime Minister Sanae Takaichi. * Japan plans to release a total of 80 million barrels from stockpiles, including 54 million barrels of crude and 26 million of oil products. * The release is part of the International Energy Agency’s 400-million-barrel release from OECD stocks to address shortages. * Japan is seeking alternatives to Middle Eastern oil, with plans to secure half of its imports from non-Middle Eastern suppliers by next month. * U.S. is the largest alternative supplier, with imports expected to be four times higher than a year earlier in May.
192. https://www.investing.com/news/economy-news/us-consumer-inflation-expected-to-have-surged-in-march-amid-iran-war-4607045 - * US consumer prices probably increased by 0.9% in March, the largest since June 2022, driven by oil prices and tariffs.
193. https://www.naftemporiki.gr/kosmos/2096745/saoydiki-aravia-epivevaionei-ischyro-pligma-ston-agogo-east-west-enas-nekros-kai-apoleia-700-000-varelion-petrelaioy-imerisios/?utm_source=rss&utm_medium=rss&utm_campaign=saoydiki-aravia-epivevaionei-ischyro-pligma-ston-agogo-east-west-enas-nekros-kai-apoleia-700-000-varelion-petrelaioy-imerisios - * On 8 April, Saudi Arabia confirmed an attack on critical energy infrastructure, including the East-West pipeline. * The attack resulted in one death, injuries, and a halt in operations, leading to a loss of 700,000 barrels of oil per day. * The East-West pipeline, about 1,200 km long, is a crucial alternative route for Saudi oil exports. * The attack occurred amid ongoing geopolitical tensions and a fragile ceasefire between the US, Iran, and Israel. * The incident heightens concerns over energy supply disruptions and market stability.
194. https://www.naftemporiki.gr/kosmos/2096745/saoydiki-aravia-epivevaionei-ischyro-pligma-ston-agogo-east-west-enas-nekros-kai-apoleia-700-000-varelion-petrelaioy-imerisios/?utm_source=rss&utm_medium=rss&utm_campaign=saoydiki-aravia-epivevaionei-ischyro-pligma-ston-agogo-east-west-enas-nekros-kai-apoleia-700-000-varelion-petrelaioy-imerisios - • Η επίθεση σε εγκαταστάσεις πετρελαίου και φυσικού αερίου στη Σαουδική Αραβία συμπεριλαμβάνει τον αγωγό East-West, που διασχίζει 1.200 χιλιόμετρα. • Το επεισόδιο σημειώθηκε στις 8 Απριλίου, προκαλώντας θάνατο ενός ανθρώπου και τραυματισμούς. • Η επίθεση σταμάτησε τις λειτουργίες του αγωγού και προκάλεσε απώλεια 700.000 βαρελιών πετρελαίου ημερησίως. • Η εγκατάσταση στη Abqaiq, που επεξεργάζεται περίπου το 5% της παγκόσμιας προσφοράς πετρελαίου, επλήγη και προκάλεσε πυρκαγιά. • Η επίθεση συνέβη κατά την περίοδο γεωπολιτικής έντασης και μετά από δίμηρη εκεχειρία στις ΗΠΑ, Ισραήλ, και Ιράν.
195. https://bimabazaar.com/journal-books/insurance-articles/west-asia-war-what-it-means-for-exporters-importers-and-marine-insurance - * The conflict involving Iran, Israel, and the US affects global oil trade and maritime routes, causing cargo delays, insurance withdrawals, and rising freight costs. * Marine insurance mainly covers physical damage from war, excluding voyage frustration; this impacts coverage when ships divert or discharge cargo mid-route. * Cargo owners face operational scenarios such as vessels sailing into conflict zones, discharging at safe ports, returning to ports of origin, or diverting to alternative destinations, with insurance implications for each. * Shipments not yet sailed may be halted or cancelled, requiring cargo owners to notify insurers for continued coverage. * Businesses are advised to assess risks carefully, communicate with supply chain participants, and understand policy limits amid geopolitical instability.
196. https://www.farmanddairy.com/columns/middle-east-war-oil-prices-agricultural-tariffs/910835.html - * Last year’s ag story—tariffs—was overtaken by Middle East war, fuel, and fertiliser price hikes, and farm aid packages. * February: Trump announced a 10% tariff on almost all US imports, following a Supreme Court ruling. * US tariffs on Chinese goods now average 47.5%, up from 10%. * China announced investigations into US trade practices; potential meetings between Trump and Xi Jinping may be delayed. * Middle East conflicts, Iran drone strikes, and disruptions in the Strait of Hormuz hinder oil supply. * Damage to Qatar energy infrastructure could take 3-5 years to repair; 10% of global oil flows through the strait. * Oil disruptions match or exceed 1973 embargo levels, causing record price increases; analysts consider prices might surge to $200 per barrel. * US dependency on Middle Eastern oil persists despite longstanding concerns and missed opportunities to reduce reliance.
197. https://www.farmanddairy.com/columns/middle-east-war-oil-prices-agricultural-tariffs/910835.html - * Last year's U.S. tariffs, including a 10% blanket tariff announced by President Trump, have contributed to ongoing trade tensions with China. * China announced investigations into U.S. trade practices amidst the trade disputes. * Current Middle East conflicts, particularly Iranian drone strikes, have disrupted energy infrastructure and increased crude oil prices. * Approximately 10% of the world's oil supply flows through the Strait of Hormuz, with disruptions comparable to the 1973 Arab oil embargo. * Experts warn oil prices could surge to $200 per barrel due to ongoing geopolitical tensions and supply disruptions. * There has been little progress in reducing dependency on fossil fuels despite decades of conflict and crisis.
198. https://streamlinefeed.co.ke/news/physical-oil-reality-reveals-cracks-behind-iran-ceasefire-optimism - * The physical oil market continues to show tight supply conditions despite a ceasefire in Iran. * Divergence between futures prices and physical supply indicates structural tightness. * Factors such as inventory depletion, logistical bottlenecks, refining capacity issues, and OPEC+ output cuts contribute to high physical prices. * Kenya faces elevated fuel costs due to high physical premiums and currency volatility. * The global energy system is fragile, with physical supply constraints persisting beyond geopolitical developments.
199. https://www.azernews.az/analysis/256765.html - * The India-Middle East-Europe Economic Corridor (IMEC) faces delays due to conflicts in Gaza and Iran, impacting its momentum. * The Trans-Caspian International Transport Route, or Middle Corridor, is expanding, with 76,900 TEUs in 2025, growing 36% over 2024. * The corridor offers a safer alternative to maritime routes threatened by conflicts, especially due to Iran's war and attacks on ports like Haifa. * The corridor's Western leg is non-operational due to conflict zones; the Eastern leg is functional with investments upgrading infrastructure. * Azerbaijan plays a crucial role; peace agreements have stabilised the South Caucasus, making the route a strategic and safer corridor for trade.
200. https://bimabazaar.com/journal-books/insurance-articles/west-asia-war-what-it-means-for-exporters-importers-and-marine-insurance - * The conflict involving Iran, Israel, and the United States is affecting maritime routes and global oil trade. * Insurers are withdrawing or raising premiums for war risk cover, impacting cargo owners and shipping lines. * The article explains how war risks are covered by marine insurance, highlighting exclusions such as voyage frustration. * Cargo in transit faces different scenarios, including discharge at safe ports, return, or diversion, with insurance implications. * Delays and disruptions in cargo shipping are unlikely to be covered by insurance, requiring risk management and commercial response. * Cargo remaining at ports faces potential cancellation of shipping contracts and increased logistical delays.
201. https://www.express.co.uk/news/world/2192386/trump-slams-iran-ceasefire - * Donald Trump criticised Iran's management of oil flows through the Strait of Hormuz, casting doubt on the ceasefire agreed between the US and Iran. * The ceasefire, announced after a two-week pause in fighting, has seen limited vessel transits, with only five vessels crossing on Wednesday. * Data from Kpler and Lloyd's List Intelligence show a significant decrease in transit activity and over 600 vessels stranded in the Gulf. * Trump claimed the ceasefire is a victory and stated Iran will never have a nuclear weapon. * The Strait of Hormuz usually handles 120-140 transits daily, and current capacity is constrained to 10–15 passages if the ceasefire holds.
202. https://www.almaghribtoday.net/41/025507-%D8%AA%D8%B1%D8%A7%D9%85%D8%A8-%D9%8A%D9%87%D8%A7%D8%AC%D9%85-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D9%88%D9%8A%D8%B5%D9%81-%D8%B3%D9%84%D9%88%D9%83%D9%87%D8%A7-%D9%81%D9%8A-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D8%A8%D9%80-%D8%A7%D9%84%D9%85%D8%AE%D8%B2%D9%8A-%D8%A8%D8%B4%D8%A3%D9%86-%D8%A7%D9%84%D8%B3%D9%85%D8%A7%D8%AD-%D8%A8%D9%85%D8%B1%D9%88%D8%B1 - * Donald Trump condemns Iran's handling of oil passage through the Hormuz Strait, calling it 'very bad and shameful'. * Trump's comments follow Iran's top leader warning of a 'new phase' in Hormuz Strait management. * The Strait has experienced the worst energy supply disruption since conflict started in February 2026, with significant impacts on global oil and gas transit. * Iran's Revolutionary Guard proposes alternative routes near Kharg Island, requiring coordination with the Iranian navy. * Negotiations between Washington and Tehran are scheduled in Islamabad on 10 April, with US Deputy President Gi D Fance expected to attend.
203. https://www.express.co.uk/news/world/2192386/trump-slams-iran-ceasefire - * Donald Trump criticised Iran's handling of oil transit through the Strait of Hormuz, casting doubt on the US-Iran ceasefire announced two weeks prior.* * Only five vessels transited the Strait on Wednesday, down from 11 the previous day, despite the ceasefire.* * More than 600 vessels remain stranded in the Gulf due to the blockage of the Strait.* * Trump claimed the ceasefire was a victory and asserted Iran will never have a nuclear weapon.* * The Strait of Hormuz usually handles 120-140 transits daily, carrying about one-fifth of global oil and LNG supplies.*
204. https://www.businesstoday.com.my/2026/04/10/japan-to-release-20-more-days-of-oil-reserve-from-may-says-pm-takaichi/?utm_source=rss&utm_medium=rss&utm_campaign=japan-to-release-20-more-days-of-oil-reserve-from-may-says-pm-takaichi - * Japan plans to release 20 days’ worth of oil reserves from May, according to Prime Minister Sanae Takaichi. * The plan is part of ongoing measures that started in mid-March following Middle East conflicts. * Japan began releasing approximately 50 days’ reserves on March 16 amid uncertainty over safe passage through the Strait of Hormuz. * The government aims to secure alternative routes that do not include the Strait of Hormuz, which accounts for over 90% of Japan's crude oil imports. * The situation is influenced by US-Iran ceasefire talks and ongoing Middle East conflict impacts.
205. https://www.arabtimesonline.com/news/kuwait-saudi-arabia-targeted-in-attacks-irans-revolutionary-guard-rejects-accusations/ - * Kuwait condemned drone attacks targeting its facilities on April 9, blaming Iran and its militias.* The attacks violated Kuwait’s sovereignty and breached international law.* Kuwait called for Iran and proxies to cease hostile activities and reaffirmed its right to self-defence.* Iran’s IRGC denied involvement, suggesting external actors like Israel or the US may be responsible.* Kuwait expressed support for Saudi Arabia following an attack on energy facilities in the kingdom.
206. https://www.goodreturns.in/news/fire-in-the-strait-trumps-war-netanyahus-dream-and-a-world-holding-its-breath-1501311.html - * A joint US-Israel strike in February 2026 escalated into a 40-day conflict involving Iran, resulting in over 3,400 deaths and shutting the Strait of Hormuz. * The conflict occurred amidst shifting US justifications, with President Trump bypassing Congress to launch the war. * Benjamin Netanyahu aimed for US involvement in Iran conflict for decades; Iran remains under threat. * The UN Security Council failed to intervene due to vetoes and geopolitical divisions. * Oil markets experienced significant volatility, with Brent crude exceeding $120 per barrel. * The US has conducted numerous bombings globally during Trump’s presidency, with Iran’s regime still influential. * The recent ceasefire is temporary; future conflict remains likely.
207. https://fortune.com/2026/04/10/what-will-world-economy-look-like-after-iran-war-china-russia-win/ - * The Iran conflict is causing long-term structural shifts in supply chains, alliances, and global economic power. * The war has heightened tensions around oil supply, with the Strait of Hormuz as a key chokepoint, raising prices and risking recession. * US economic dominance is being challenged, with Russia and China gaining relative advantages. * The conflict impacts energy infrastructure, including Qatar's LNG and sulphur supplies, further disrupting global markets. * Experts warn of potential stagflation and severe economic downturns in the US and globally. * The war has damaged US reputation and shifted South and BRICS alliances towards China.
208. https://www.nation.com.pk/10-Apr-2026/iran-says-israeli-strikes-hezbollah-make-negotiations-meaningless - * Iran states Israeli attacks on Hezbollah in Lebanon make US peace talks meaningless. * Israeli strikes across Lebanon killed over 200 people; toll in Lebanon rises to 303. * Iran claims the Strait of Hormuz remains closed despite ceasefire, with limited maritime traffic. * US President Trump and Netanyahu discussed scaling back attacks to prevent ceasefire collapse. * A non-Iranian oil tanker passed through the Strait of Hormuz since the ceasefire.
209. https://www.vietnamplus.vn/nhieu-ha-tang-nang-luong-trong-yeu-cua-saudi-arabia-bi-thiet-hai-nang-post1104093.vnp - ['* On 9 April, Saudi Arabia announced that recent Iranian attacks caused severe damage to its energy infrastructure and resulted in at least one death.', '* Attacks targeted oil production, transportation, refining facilities, and power plants in Riyadh, Eastern Province, and Yanbu.', "* The Petroline pipeline's capacity was reduced by 700,000 barrels per day due to a bomb attack, obstructing energy supply as Iran's blockade of the Strait of Hormuz persists.", '* Saudi oil production declined by 600,000 barrels per day, affecting key sites including Manifa and Khurais.', '* Attacks also impacted refining plants in Jubail, Ras Tanura, Yanbu, and Riyadh, threatening global oil exports and supply stability.']
210. https://www.vietnamplus.vn/nhieu-ha-tang-nang-luong-trong-yeu-cua-saudi-arabia-bi-thiet-hai-nang-post1104093.vnp - • Saudi Arabia states recent Iran-led attacks caused heavy damage to energy infrastructure and affected oil production. • Attack on Petroline pipeline reduced transport capacity by 700,000 barrels per day. • Oil facilities including Manifa, Khurais, Jubail, Ras Tanura, Yanbu, and Riyadh were targeted, decreasing output. • The attacks resulted in at least one death and seven injuries. • Saudi Arabia, a leading oil exporter with over 10 million barrels daily, experienced disruptions impacting global energy supply. • OPEC+ expresses concern about market volatility and future supply risks due to such attacks.
211. http://www.adaderana.lk/news.php?nid=121004 - ["*Trump criticised Iran's management of oil transit through the Strait of Hormuz on social media.", '*He claimed Iran is not honouring an existing agreement and is charging fees on ships.', '*The White House supports reopening the strait as part of a ceasefire deal; Trump opposes Iran charging tolls.', "*Iran's control of the waterway remains a point of tension."]
212. http://www.adaderana.lk/news.php?nid=121018 - * The price of global oil remains high ahead of negotiations between the US and Iran in Pakistan this weekend. * The Strait of Hormuz remains closed, influencing oil prices. * Brent crude was priced at $96.75 a barrel on Friday morning. * The price has been edging back towards the $100 milestone. * Iran’s Supreme Leader indicated management of the Strait of Hormuz will change. * Trump criticised Iran for allowing oil through the strait and warned against fee charges.
213. https://caliber.az/en/post/strait-of-hormuz-traffic-collapses-as-maritime-threat-level-stays-critical - * Maritime security conditions across the Arabian Gulf, Strait of Hormuz, and Gulf of Oman remain at a critical level. * Shipping volumes have sharply reduced amid disruption, navigation interference, and attacks. * Vessel transits through the Strait of Hormuz declined from a daily average of 138 to only 12 on 7 April and 6 on 8 April. * Over 30 maritime incidents reported since 28 February, with increased attack pattern broad-based rather than targeted. * Ports face congestion and electronic interference, including GNSS disruption, adding navigational uncertainty.
214. https://www.bloomberg.com/news/videos/2026-04-10/oil-futures-set-for-biggest-weekly-loss-since-june-video - * Oil rose a second day following Saudi Arabia's announcement of production capacity reduction due to attacks on energy infrastructure. * The country's production capacity has been cut by around 600,000 barrels a day. * Futures remain on track for their biggest weekly loss since June. * The news was reported by Saudi Arabia’s press agency and analysed by Bloomberg's Anthony di Paola.
215. http://www.adaderana.lk/news.php?nid=121005 - * Kuwait's National Guard and vital facilities targeted by 'hostile' drones. * Damage caused to one site, no casualties reported. * Kuwaiti authorities responded with security measures. * Air defenses intercepted drone breaches threatening multiple facilities. * Regional tensions escalated after US and Israel launched attack on Iran and Iran's retaliatory strikes.
216. https://caliber.az/en/post/strait-of-hormuz-traffic-collapses-as-maritime-threat-level-stays-critical - * Maritime security conditions across the Arabian Gulf, Strait of Hormuz, and Gulf of Oman remain critical, with sharply reduced shipping volumes. * Despite a United States-Iran ceasefire announced on 8 April, commercial traffic has not recovered significantly. * Data shows a drastic decline from an average of 138 vessels daily to only 12 on 7 April and 6 on 8 April. * Over 30 maritime incidents reported since 28 February, affecting commercial shipping and offshore infrastructure. * Ports, including Khalifa Bin Salman, face congestion and operational disruptions due to threats and electronic interference. * Threat level outside the conflict zone remains moderate in Bab el-Mandeb Strait and Gulf of Aden.
217. https://caliber.az/en/post/strait-of-hormuz-traffic-collapses-as-maritime-threat-level-stays-critical - * Maritime security conditions in the Arabian Gulf, Strait of Hormuz, and Gulf of Oman stay at a critical level. * Shipping volumes decrease sharply, with vessel transits dropping from an average of 138 to 12 on 7 April and 6 on 8 April. * Over 30 maritime incidents reported since 28 February, involving commercial shipping and offshore infrastructure. * Ports face congestion, electronic interference, and navigational hazards, including GNSS disruption. * No vessel attacks confirmed in the last 48 hours, but threats persist outside the core conflict zone.
218. https://www.aljazeera.com/news/2026/4/10/iran-war-what-is-happening-on-day-42-of-us-israeli-attacks?traffic_source=rss - * A ceasefire between the US and Iran brokered by Pakistan is underway, but its scope is causing regional tensions. * Israel’s Prime Minister Netanyahu has ordered negotiations with Lebanon and faces mounting criticism from northern Israeli communities. * Iran’s leadership comments express a desire for peace but also a stance to defend its rights, amid sanctions relief efforts. * Escalations include Iranian attacks affecting energy infrastructure in Saudi Arabia and ongoing Israeli military operations in Lebanon. * Diplomatic efforts continue, with upcoming US-Iran talks hosted in Pakistan and planned Israel-Lebanon negotiations in Washington.
219. https://www.maritimegateway.com/iran-sets-alternative-routes-in-strait-of-hormuz-amid-mine-threat/ - * Iran announced new navigational routes in the Strait of Hormuz due to sea mine risks during a two-week ceasefire. * The move follows Iran’s partial reopening of the strait and is communicated by the Revolutionary Guards. * Iran warns parts of the original channel are dangerous and provides detailed instructions and maps for new routes. * The announcement impacts global oil shipping, with around a fifth of world oil passing through Hormuz. * Shipping operators, insurers, and stakeholders face increased complexity in voyage planning during ongoing security concerns.
220. https://www.sentinelassam.com/more-news/editorial/a-fragile-ceasefire-in-west-asia - * A two-week ceasefire between the United States and Iran has been announced, brokered through diplomacy. * The ceasefire includes conditions such as reopening the Strait of Hormuz, influencing global oil prices. * The truce offers temporary strategic, economic, and humanitarian relief but is considered fragile. * The crisis involves regional actors, notably Iran, the US, Israel, and international mediators. * The outcome will influence regional stability, energy markets, and international diplomatic efforts.
221. https://asiatimes.com/2026/04/the-deal-to-reopen-hormuz-is-nowhere-near-done/ - * The ceasefire by Iran and the US did not lead to significant resumption of shipping through the Strait of Hormuz. * Iran announced it would effectively close the strait following Israel’s attacks on Lebanon. * Most vessels remain deterred due to the risk of attack; Iranian capabilities and threats have reduced daily transits from around 130 to a few. * International efforts for reassurance, such as naval escorts and surveillance, are necessary to rebuild confidence. * Iran's potential attempt to impose tolls on transit would violate international law and face economic sanctions. * The strait remains largely unsafe for commercial shipping until threats diminish and international security measures are established.
222. https://scroll.in/latest/1092005/top-updates-israel-says-it-will-hold-talks-with-beirut-lebanon-toll-rises?utm_source=rss&utm_medium=public - * Israel announces plans to begin direct negotiations with Lebanon regarding disarmament and peaceful relations, citing Lebanon’s requests. * The conflict in West Asia continues with Israeli air strikes in Lebanon resulting in over 303 deaths and more than 1,100 injuries since the ceasefire. * Israeli military targeted structures linked to Hezbollah in Beirut, Beqaa, and southern Lebanon. * Iran’s new Supreme Leader Mojtaba Khamenei states Iran will protect its rights without seeking war, amid Israeli-US attacks. * US President Donald Trump criticises Iran’s handling of oil transit through the Strait of Hormuz, amid ongoing regional tensions and armed conflict.
223. https://www.maritimegateway.com/iran-sets-alternative-routes-in-strait-of-hormuz-amid-mine-threat/ - • Iran announced alternative shipping routes in the Strait of Hormuz due to sea mine risks amid ongoing tensions. • The move follows a two-week ceasefire agreement with the United States and a partial reopening of the strait. • Iran’s Revolutionary Guards circulated instructions and maps for revised navigation corridors. • The announcement affects global oil trade, with potential impacts on shipping routes, insurance, and security planning. • The security environment in the region remains uncertain with risks of escalation after the ceasefire period.
224. https://www.albawaba.com/news/drone-strikes-hit-gulf-energy-sites-1625269 - * Coordinated drone attacks struck energy installations in Saudi Arabia, Kuwait, and UAE on Thursday. * Saudi Arabia's oil production capacity decreased by nearly 600,000 barrels per day. * Sites affected include oil, gas, petrochemical, refinery facilities, pipelines, and power infrastructure. * Attacks caused casualties and significant disruption to oil supply and export infrastructure. * Iran denied involvement; blame was suspected to be from Israel or the US. * The escalation occurred during Pakistan-brokered ceasefire talks between US and Iran, risking regional stability and global oil markets.
225. https://tvpworld.com/92556752/us-iran-ceasefire-deal-shows-strain-ahead-of-talks-with-oil-flows-squeezed - • No sign Iran was lifting its blockade of the Strait of Hormuz, causing global energy supply disruption. • US President Donald Trump criticised Iran's handling of oil flow through the strait. • Only a limited number of ships passed through during the ceasefire period. • Attacks in Lebanon and Israel's military actions escalated tensions in the region.
226. https://www.actionforex.com/action-insight/market-overview/636316-us-cpi-surge-expected-but-pass-through-speed-and-inflation-expectations-key-for-fed/ - * A sharp rise in US CPI is expected, with March inflation forecasted to increase from 2.4% to 3.4% year-on-year, mainly driven by oil and energy shocks. * Core CPI is projected to rise from 2.5% to 2.7%, with a focus on whether pass-through effects accelerate inflation transmission. * Inflation expectations in March increased for one-year outlook from 3.4% to 3.8%, but five-year expectations slightly declined to 3.2%, hinting at maintained long-term credibility. * The Federal Reserve's stance will depend on whether second-round effects and inflation psychology shift above thresholds, particularly if one-year expectations surpass 4%. * Geopolitical tensions and oil prices significantly influence US inflation outlook and Fed policy, with market expectations leaning towards a temporary shock scenario if conflicts de-escalate.
227. https://investinglive.com/commodities/japan-to-release-more-oil-reserves-shift-supply-away-from-hormuz-routes-20260410/ - - Japan plans to release an additional 20 days of oil reserves from May, complementing earlier releases. - Total reserves amount to approximately 230 days of consumption. - Japan aims to source over 50% of its oil imports outside Hormuz routes by diversifying to US, Latin America, Africa, and Asia. - The strategy includes prioritising critical sectors' fuel needs and reducing reliance on Middle Eastern crude, which makes up around 95% of imports. - Move signals Japan's energy security focus amid Middle East conflicts and disruptions to shipping flows.
228. https://www.albawaba.com/news/drone-strikes-hit-gulf-energy-sites-1625269 - * Coordinated drone attacks struck energy installations across Saudi Arabia, Kuwait, and UAE, causing disruption to oil production and export infrastructure.* Attacks targeted facilities including oil, gas, petrochemical, and power infrastructure. * Saudi Arabia suffered the most, with a loss of nearly 600,000 barrels per day in oil capacity.* The attacks caused deaths, injuries, and fires at multiple sites, including refineries and pipelines.* The attacks coincided with ceasefire talks brokered by Pakistan between the US and Iran, raising regional instability concerns.
229. https://www.counterpunch.org/2026/04/10/energy-as-war-from-oil-fields-to-cobalt-mines/ - * The article discusses how ongoing conflicts, including those involving Iran, Qatar, Russia, and Ukraine, impact global energy supplies, particularly oil and LNG.* * It highlights attacks on energy infrastructure in the Middle East and the disruptions caused at Ras Laffan Industrial City and Russian oil exports.* * The blockade of the Strait of Hormuz affects oil and fertiliser exports, prompting shifts to coal and Russian oil in Asia.* * The global energy transition involves resource extraction for EV batteries, with cobalt mining in Congo linked to health and geopolitical concerns.* * The article emphasizes how resource wars, environmental issues, and geopolitical tensions threaten future energy supplies and conflicts.
230. https://tvpworld.com/92556752/us-iran-ceasefire-deal-shows-strain-ahead-of-talks-with-oil-flows-squeezed - * Iran maintains near-total blockade of the Strait of Hormuz, disrupting global energy supplies. * US President Donald Trump criticises Iran's handling of oil flow through the strait. * Only one oil products tanker and five dry bulk carriers crossed the strait in the first 24 hours of ceasefire. * Iran cited Israeli attacks on Lebanon, including strikes on military targets, as reasons for the ongoing disruptions. * Regional military activity, including Israeli strikes in Lebanon and Hezbollah missile launches, escalates tensions.
231. https://www.wort.lu/wirtschaft/staaten-greifen-auf-strategische-oelreserven-zurueck/145530559.html - * The US and Iran announced a ceasefire, impacting oil market stability. * Saudi Arabia reduced oil production by approximately 600,000 barrels per day due to attacks. * Attacks on the Ost-West pipeline and key infrastructure have disrupted oil exports. * Countries like Japan and the US have begun tapping strategic reserves to manage supply disruptions. * Oil prices fluctuate by over nine dollars daily since the conflict began, with ongoing risks to supply chains.
232. https://tvpworld.com/92556752/us-iran-ceasefire-deal-shows-strain-ahead-of-talks-with-oil-flows-squeezed - * There was no sign Iran was lifting its blockade of the strait, affecting global energy supplies. * Tehran cited Israel's attacks on Lebanon as a key sticking point. * US President Trump stated Iran was doing a "very poor job" of allowing oil through the strait. * Only a few ships sailed through the strait within 24 hours of the ceasefire. * Israel's military conducted strikes in Lebanon and intercepted a missile launched by Hezbollah towards Israel.
233. https://www.wort.lu/wirtschaft/staaten-greifen-auf-strategische-oelreserven-zurueck/145530559.html - • Die Ölpreise steigen im Handelskonflikt um etwa 1,2 % auf rund 96 USD (Brent) und 98 USD (WTI). • Saudi-Arabien kürzt Förderkapazitäten um 600.000 Barrel pro Tag; Angriffe auf Infrastruktur beeinträchtigen Ölexporte. • Angriffe auf Pipeline und Raffinerien führen dazu, dass Länder ihre Vorräte anzapfen, inklusive USA und Japan. • Die USA bieten bis zu 30 Millionen Barrel aus strategischer Reserve an, um die Versorgung im Nahen Osten auszugleichen. • Spannungen um die Straße von Hormus erhöhen die Volatilität an den Öl-Märkten.
234. https://investinglive.com/news/australia-seeks-fuel-security-in-singapore-as-hormuz-disruption-hits-supply-20260410/ - * PM Anthony Albanese visits Singapore to secure fuel supply amid Hormuz disruption. * Singapore supplies approximately 55% of Australia's petrol imports. * Australia imports about 84% of its refined fuel, with domestic capacity declining. * Domestic diesel shortages impact mining and agriculture sectors. * Singapore refining hub under strain due to crude supply disruptions. * Australia supplies around one-third of Singapore's LNG, indicating mutual dependence. * Regional coordination efforts aim to diversify supply sources amid energy security concerns.
235. https://www.albawaba.com/news/drone-strikes-hit-gulf-energy-sites-1625269 - * Coordinated drone attacks targeted energy installations in Saudi Arabia, Kuwait, and the UAE, impairing oil production and export infrastructure. * Saudi Arabia's oil capacity reduced by nearly 600,000 barrels per day; sites affected include pipelines, refineries, and gas operations. * Attacks occurred during ongoing US-Iran ceasefire talks in Islamabad, with suspected involvement of Iran, Israel, or the US. * The attacks threaten regional energy stability and could impact global oil markets amid a delicate ceasefire process.
236. https://www.cnbc.com/2026/04/10/cnbc-daily-open-truce-tested-ahead-of-ceasefire-talks-icnbc-daily-open-truce-tested-ahead-of-ceasefire-talks-in-pakistann-pakistan.html - * The fragile ceasefire between the US and Iran is under stress due to Iran's attacks on Saudi Arabia's pipeline and restrictions on the Strait of Hormuz. * Saudi Arabia's pipeline to the Red Sea was attacked, reducing oil throughput by 700,000 barrels per day. * Shipping through the Strait of Hormuz remains severely restricted, affecting global oil supply. * US and Iranian negotiators are arriving in Pakistan for weekend talks to discuss a ceasefire plan. * Global energy markets are affected, with rising oil prices, inflation in China, and delayed US Federal Reserve hearings.
237. https://www.wort.lu/wirtschaft/staaten-greifen-auf-strategische-oelreserven-zurueck/145530559.html - • Brent-Preis steigt auf rund 96 US-Dollar, WTI bei knapp 98 US-Dollar. • Saudi-Arabien kürzt Förderkapazität um 600.000 Barrel täglich wegen Angriffen auf Energieinfrastruktur. • Angriffe auf Pipeline- und Anlagen in Saudi-Arabien und Kuwait verursachen Versorgungsrisiken. • USA und Indien greifen strategische Ölreserven zur Stabilisierung des Marktes. • Spannungen um die Straße von Hormus beeinflussen globale Ölversorgung und Preise.
238. https://timeskuwait.com/kuwait-denounces-drone-attacks-by-iran-and-proxies-urges-immediate-halt/ - * Kuwait's Ministry of Foreign Affairs condemns drone attacks by Iran and its proxies targeting Kuwaiti facilities. * Attacks occurred on Thursday evening, violating Kuwait’s sovereignty and international law. * Kuwait urges Iran and proxies to cease all hostile acts immediately, referencing UN Resolution 2817 of 2026. * Kuwait affirms its right to self-defence per UN Article 51. * The statement highlights regional security concerns and violation of international norms.
239. https://www.aljazeera.com/economy/2026/4/10/energy-prices-may-take-months-to-normalise-despite-ceasefire-analysts?traffic_source=rss - * The article discusses the impact of the ceasefire between Iran, the US, and Israel on critical shipping routes, notably the Strait of Hormuz. * Oil and gas prices are unlikely to return to pre-war levels quickly due to disruptions and logistical challenges. * Crossings through the Strait of Hormuz have significantly decreased, with only five vessels on Wednesday compared to 120-140 before the conflict. * Iran may impose toll fees, and rising insurance costs could contribute to sustained high oil prices; however, experts suggest tolls are not the primary driver. * The reopening of the strait shows signs of strain, with some countries shutting down production, which could take weeks or months to return to normal. * Global economic growth is expected to slow, with IMF forecasts downgraded; Russia benefits economically, while China’s ships continue to pass through. * US sanctions on Russian and Chinese energy exports remain complex, influencing global oil markets and prices.
240. https://www.india.com/news/world/iran-news-mojtaba-khamenei-strait-of-hormuz-new-phase-strategy-revenge-warning-us-israel-tensions-global-oil-supply-crisis-middle-east-conflict-8375260/ - * Iran’s Supreme Leader Mojtaba Khamenei vowed revenge for his father’s killing, condemning US and Israeli airstrikes. * Khamenei announced Iran will enter a "new phase" regarding shipping traffic through the Strait of Hormuz. * Iran has threatened to potentially close the Strait of Hormuz, a key oil transportation route. * The US warns that closing the strait “will not be tolerated”. * Iran claimed victory in the conflict but reiterated willingness for peace, warning neighbours against involvement.
241. https://www.indiastrategic.in/theaterisation-plan-to-be-submitted-to-defence-ministry-soon-cds-general-anil-chauhan/ - • US, Israel, and allies conduct widespread military strikes on Iran’s leadership and infrastructure, including missile strikes and targeted killings. • Iran responds with missile attacks across Gulf and Jordan, widening the conflict. • US defends the escalation, emphasising nuclear non-proliferation and control of Iranian skies. • Multiple Iranian military and Islamic leaders killed; Iran widens missile strikes. • The conflict involves Iran’s oil infrastructure and international security concerns, with significant military activity in the Gulf region.
242. https://thechronicle.com.gh/ships-remain-cautious-approaching-strait-of-hormuz-amid-fragile-ceasefire/ - * The Strait of Hormuz is a focal point of the US-Israel war with Iran and has been affected by a ceasefire. * A two-week ceasefire guarantees 'safe passage', but ships remain cautious due to threats. * Disruption since the conflict began five weeks ago has impacted global energy prices and supply chains. * Few ships have crossed since the ceasefire started, with only eleven ships passing on 9 April. * Analysts warn crossings will be minimal and primarily involve stranded, cargo-loaded ships.
243. https://www.aljazeera.com/economy/2026/4/10/energy-prices-may-take-months-to-normalise-despite-ceasefire-analysts?traffic_source=rss - * Oil and gas prices are expected to remain high for months despite a ceasefire between Iran, the US, and Israel. * Disruption in the Strait of Hormuz has caused sharp declines in shipping traffic, impacting global oil markets. * Iran charged toll fees for ships passing through, but experts say these are not the primary factor in rising oil prices. * The reopening of the strait shows signs of strain, and some countries have shut down production, delaying market normalisation. * IMF predicts slower global economic growth, with uncertainties around oil supplies and regional conflicts affecting forecasts.
244. https://www.indiastrategic.in/theaterisation-plan-to-be-submitted-to-defence-ministry-soon-cds-general-anil-chauhan/ - * US and Israeli military conducted large-scale strikes targeting Iran’s top military and political leaders, including Ali Khamenei, amid ongoing Gulf tensions. * Strikes involved approximately 200 jets, with targeted missile attacks on Iran’s military sites, avoiding civilian areas. * Iran responds with missile strikes across Gulf and Jordan, widening the conflict. * US postpones attacks on Iran’s energy infrastructure for five days as peace talks progress. * Iran’s leader, Ali Khamenei, and other officials are reported dead following a series of targeted missile strikes. * US Secretary of Defence states Iran will not have nuclear capability and war will not be endless.
245. https://timesofindia.indiatimes.com/world/middle-east/will-advance-management-of-strait-of-hormuz-to-new-stage-irans-mojatba-khamenei-flags-shift-amid-fragile-truce-with-us-israel/articleshow/130156775.cms - * Iran's Supreme Leader Mojtaba Khamenei warns of advancing Iran's management of the Strait of Hormuz to a 'new stage'. * Khamenei states Iran will seek compensation for wartime losses and refuse to let the US and Israel escape punishment. * He claims victory in West Asia conflict and urges continued mobilisation despite a temporary ceasefire. * The Strait of Hormuz remains a key global oil route with ongoing tensions and accusations of violations by both US and Iran. * Diplomatic efforts continue as the ceasefire remains fragile and disputes over its scope persist.
246. https://www.cnbc.com/2026/04/10/oil-prices-dated-brent-energy-iran-war-ceasefire-strait-of-hormuz.html - • The fluctuating price of dated Brent, a physical oil benchmark, indicates stress in the crude market. • Dated Brent reached $131.97 per barrel, up over 7% from the previous session, and peaked at $144.42. • Prices are influenced by tensions in the Middle East and shipping disruptions through the Strait of Hormuz. • The gap between physical oil prices and futures suggests ongoing tight supplies. • Market signals point to actual scarcity rather than just risk.
247. https://www.channelnewsasia.com/business/asia-markets-stocks-shares-shaky-israel-lebanon-attacks-shake-iran-ceasefire-6048111 - * Asian stocks rose modestly on April 10, constrained by concerns over US-Iran ceasefire stability and Israeli-Lebanese tensions. * The US dollar index increased slightly, while US Treasury yields rose, reflecting mixed economic signals. * Oil prices surged to US$96.83 per barrel following missile attacks and Strait of Hormuz disruptions. * Market expectations for the Federal Reserve's rate cut moved forward to April 2027, with a shift in easing probabilities. * The US dollar, Bitcoin, and Ether showed mixed performance, with the former strengthening slightly and cryptocurrencies falling.
248. https://bitcoinethereumnews.com/finance/gold-edges-lower-as-inflation-fears-fed-bets-support-usd-before-us-cpi/?utm_source=rss&utm_medium=rss&utm_campaign=gold-edges-lower-as-inflation-fears-fed-bets-support-usd-before-us-cpi - * Gold (XAU/USD) declines to the $4,738-$4,737 region amid anticipation of US CPI data. * US CPI report expected to show further inflation in March, influenced by oil prices. * Federal Reserve (Fed) signals no rush to cut interest rates due to inflation risks. * Tensions in the Strait of Hormuz and US-Iran negotiations support USD and pressure Gold. * Technical analysis indicates a neutral-to-slightly bearish trend with key resistance near $4,883 and support at $4,751.70.
249. https://finimize.com/content/hormuz-chokepoint-keeps-oil-near-97-and-markets-jittery - ['* Oil remains near $97 a barrel as shipping through the Strait of Hormuz is heavily restricted.', '* Disruption has reduced traffic from about 20% to well under 10% of normal levels.', '* Increased transport risk and shortages are being priced into the market.', '* Tensions involve physical threats and Iranian approval requirements, drawing US criticism.', '* Governments, including Japan, are starting to reach for buffers.']
250. https://inews.co.uk/news/emboldened-putin-humiliating-uk-doorstep-trumps-oil-waiver-blame-4344841 - * Over 10 days, UK naval vessels monitored Russian ships and submarines operating in UK waters, including in the North Sea and English Channel. * The activity involved mapping UK undersea cables and transporting oil, with the UK observing but not intervening. * UK Defence Secretary John Healey described the operation as a success in exposing Russian covert activities. * Russia continued to loiter over critical undersea cables and transport oil, testing UK resolve. * US sanctions easing on Russian oil, along with America's potential control over the Strait of Hormuz, increases maritime risks and strategic tensions.
251. https://sana.sy/economy/2446956/ - * The US dollar is heading for its largest weekly loss since January amid global market optimism. * The decline is driven by improved currency performance, optimism about Gulf region ceasefire, and resumed oil shipments. * Markets are awaiting US-Iran talks scheduled in Islamabad, with potential economic impacts. * The dollar's temporary gains in March were linked to escalated US-Israeli-Iranian tensions, affecting oil prices, stocks, gold, and bond markets.
252. https://africaports.co.za/2026/04/10/africa-ports-ships-maritime-news-7-april-2026/ - * Multiple reports of security incidents at oil facilities, including pipeline theft, sabotage, and military activity, affecting oil supply and shipping routes. * Incidents include fuel theft in South Africa, ship hijackings, mines laid in the Strait of Hormuz, and naval deployments in response. * The conflict and security disruptions threaten global energy supply chains, port operations, and marine safety. * Naval and maritime security agencies engaged in countermeasures, training, and diplomatic efforts to maintain safe shipping corridors. * The implications involve increased risks to oil exports, shipping routes, and regional stability in oil-producing regions.
253. https://businessviewpointmagazine.com/world-bank-raises-indias-growth/ - * The World Bank increased India’s FY27 growth forecast to 6.6% due to strong domestic demand. * Geopolitical tensions in West Asia pose risks of higher inflation and slower growth. * The outlook for India’s economy was revised upward from earlier estimates, driven by robust domestic consumption. * Risks from Middle East conflict could weigh on growth and increase inflation, with oil prices rising. * Potential fiscal pressures and slower investment growth are highlighted as factors that could limit economic momentum.
254. https://businesspost.ng/economy/oil-inches-up-as-fragile-ceasefire-keeps-lid-on-prices/ - * Oil prices rose by about 1 per cent on Thursday due to volatile trading amid a fragile ceasefire in the Middle East. * Brent crude futures increased to $95.92 and US WTI crude futures to $97.87 per barrel. * Concerns about the ceasefire between the US and Iran, and restrictions on the Strait of Hormuz, affected the market. * Iran warned vessels in the Strait of Hormuz, reducing ship traffic and pushing oil prices to new highs. * Saudi Arabia, Kuwait, Bahrain, and the UAE reported missile and drone attacks by Iran, impacting regional supply. * Goldman Sachs forecasted oil prices to average around $90–$87 in 2024 but suggested potential increases to over $100 if restrictions persist.
255. https://plo.vn/lanh-tu-toi-cao-iran-ra-tuyen-bo-sau-thoa-thuan-ngung-ban-voi-my-de-cap-giai-doan-moi-o-eo-bien-hormuz-post903514.html - * Iran's Supreme Leader Mojtaba Khamenei declares victory over US and Israel, mentions 'new phase' in managing the Hormuz Strait. * The announcement follows a ceasefire agreement between Iran and the US. * Iran's leadership criticises recent Israeli and US military actions and demands justice. * US President Donald Trump warns Iran against charging tolls to oil ships passing through the Strait. * Saudi Arabia reports recent attacks on energy infrastructure attributed to Iran, impacting oil production.
256. https://plo.vn/lanh-tu-toi-cao-iran-ra-tuyen-bo-sau-thoa-thuan-ngung-ban-voi-my-de-cap-giai-doan-moi-o-eo-bien-hormuz-post903514.html - * Iran's Supreme Leader Mojtaba Khamenei claims victory against US and Israel, announcing a new management phase for the Hormuz Strait. * The announcement follows a ceasefire agreement between Iran and the US. * Khamenei states Iran will not give up its rights and calls for neighbouring countries to support Iran. * The US, through President Trump, warns Iran against charging tolls on ships passing Hormuz. * Saudi Arabia reports attacks on energy infrastructure attributed to Iran, impacting oil production.
257. https://news.abplive.com/news/world/us-iran-ceasefire-trump-warns-iran-hormuz-toll-they-better-stop-now-mojtaba-khamenei-hints-new-stage-in-strait-s-management-1835641 - * President Donald Trump warns Iran against charging tolls on ships in the Strait of Hormuz, urging them to cease immediately. * Maritime traffic through the Strait remains minimal, with only 10 vessels passing since the ceasefire. * Iran's Supreme Leader Khamenei announces a 'new stage' in managing the waterways and vows retaliation for recent attacks. * The two-week ceasefire faces strain amid renewed regional hostilities and ongoing disruptions in the Strait. * Regional tensions persist despite the temporary truce, with concerns over global oil supply security.
258. https://news.abplive.com/news/world/us-iran-ceasefire-trump-warns-iran-hormuz-toll-they-better-stop-now-mojtaba-khamenei-hints-new-stage-in-strait-s-management-1835641 - * US President Donald Trump warned Iran against charging tolls on ships passing through the Strait of Hormuz. * Minimal shipping activity continues despite a two-week ceasefire. * Iran’s Supreme Leader Mojtaba Khamenei indicated a new stage in managing the Strait. * The fragile ceasefire faces strain amid renewed regional hostilities, including attacks on Iran. * The Strait of Hormuz remains a key geopolitical and energy security concern.
259. https://finimize.com/content/hormuz-chokepoint-keeps-oil-near-97-and-markets-jittery - * Oil prices hover near $97 per barrel due to restrictions on shipping through the Strait of Hormuz. * Shipping traffic has fallen to well under 10% of normal, causing concerns over shortages and transportation risks. * The restrictions involve physical threats and approval issues, with tensions involving Iran and the US. * Governments, including Japan, are taking measures to buffer against disruptions. * The geopolitical situation affects oil supply and market stability.
260. https://finimize.com/content/hormuz-chokepoint-keeps-oil-near-97-and-markets-jittery - * Oil remains near $97 per barrel due to restrictions on shipping through the Strait of Hormuz. * Shipping disruption reduces traffic to under 10% of normal, increasing perceived supply shortages. * Political tensions involve US and Iran, affecting shipping approvals. * Governments, including Japan, are seeking buffers amid market uncertainty. * The event causes market jitters related to global oil supply and geopolitical risks.
261. https://sana.sy/international/2446994/ - * Kuwait condemns Iranian attacks on Saudi energy infrastructure. * The attack occurred the previous night, with Kuwait calling it a violation of international law. * Saudi Arabia reported operational disruptions reducing production by 600,000 barrels daily. * The damage involved facilities in Minafiya and Khurais, each reducing output by 300,000 barrels daily. * The incident increases regional tensions amid international efforts to de-escalate.
262. https://www.cronica.com.ar/mundo/donald-trump-acuso-a-iran-de-incumplir-el-acuerdo-sobre-el-paso-de-petroleo-en-ormuz/ - * Donald Trump acusa a Irán de interferir en el libre tránsito del Estrecho de Ormuz y de cobrar tarifas a petroleros. * La situación en la región sigue inestable tras semanas de tensión y un frágil cese al fuego. * Analistas internacionales consideran que la imposición de peajes por Irán contraviene normas del comercio global. * Trump expresó optimismo respecto a un acuerdo de paz tras una tregua de dos semanas, con advertencias sobre posibles consecuencias si no se llega a un acuerdo.
263. https://www.walesonline.co.uk/news/wales-news/fuel-stocks-hit-three-year-33744179 - * Fuel reserves at UK petrol stations dropped to their lowest since December 2022, hitting a three-year low at the end of March. * Areas in Wales including Cardiff, Vale of Glamorgan, experienced the largest shortages. * The shortage is attributed to increased demand, despite ongoing supply chain resilience. * Heightened global oil disruptions caused by Middle East conflict, including strikes and attacks affecting oil shipments. * Fuel prices have risen sharply, with diesel surpassing £2 per litre and increased average fill-up costs. * Fuel deliveries to UK forecourts increased in March despite shortages. * Industry officials and government agencies report normal fuel supply levels despite the shortages.
264. https://www.malaymail.com/news/malaysia/2026/04/10/malaysia-pet-plastic-prices-up-40pc-as-shortage-hits-packaging-supply-chain/215762 - * Malaysia experiences a PET resin shortage and price increase of up to 40% due to supply chain disruptions linked to West Asia conflict. * PET production, dependent on crude oil, faces reductions as crude flows are disrupted. * Manufacturers raise plastic prices between 15% and 40%, affecting supply chain and retail availability. * Retailers report difficulty sourcing packaged goods; consumers notice gaps in products. * Dairy producer Farm Fresh shifts to alternative packaging formats amid industry-wide impact. * Experts warn that prolonged disruption could raise costs further and impact more segments. * Rising packaging costs are contributing to higher food prices, prompting calls for adaptation.
265. https://textalks.com/chinas-textile-hubs-face-a-new-margin-squeeze-as-oil-linked-inputs-rise-and-orders-weaken/ - * Textile manufacturers in eastern China, especially Zhejiang, face margin pressure from rising petrochemical input costs, weak demand, and limited order visibility. * The trigger is energy and petrochemical supply disruptions linked to Iran and the Strait of Hormuz conflict, pushing crude prices above $110 a barrel in April. * Higher oil-related input costs, including PTA and ethylene glycol, are affecting polyester and acrylic-based raw materials imported into China. * Manufacturers report sharp price increases since the conflict began, with some raw material costs doubling, and a trend of more frequent repricing. * With falling orders, limited inventories, and narrow margins, mills may cut utilisation if market conditions do not improve by mid-April.
266. https://www.energymagazine.com.au/queensland-bets-on-new-oil-field-to-mitigate-fuel-crisis/ - * Australia faces a fuel crisis with decreasing refining capacity due to refinery closures, increasing reliance on imports.* The Queensland Government plans to develop the Taroom Trough, an oil and gas field in central Queensland.* Shell produces 200 barrels of crude oil daily from the region, converted into diesel at Eromanga refinery.* The government aims to fast-track development and gain approval for the Taroom Trough as a project of national interest.* The initiative seeks to streamline approvals under the EPBC Act, despite recent reforms restricting fossil fuel projects.
267. https://bhaskarlive.in/trump-warns-iran-over-hormuz-shipping/ - - US President Donald Trump accuses Iran of violating ceasefire by restricting oil shipments through the Strait of Hormuz. - Trump warns Iran against charging transit fees and signals rising friction despite the ceasefire. - Iran states transit remains possible under certain conditions; the ceasefire's implementation remains uncertain. - The Strait of Hormuz is a critical chokepoint for global oil supplies, impacting energy markets. - India's energy security could be affected by disruption in Hormuz traffic.
268. https://www.washingtontimes.com/news/2026/apr/9/houthis-hold-bab-al-mandab-strait-next-chokepoint-iran-ceasefire/ - ['* The two-week ceasefire between the US and Iran cracked on the first day, with Israel launching a large strike on Lebanon.', '* The Strait of Hormuz remains largely closed; peace talks are scheduled in Islamabad.', '* The Yemen-based Houthis have not acknowledged the ceasefire publicly and are screening ships in the Red Sea, considering closing Bab al-Mandab.', "* Saudi Arabia rerouted oil exports through Yemen's Red Sea port of Yanbu due to the closure of Hormuz.", '* The EU naval mission Aspides monitors Red Sea shipping lanes and assesses Houthi military capabilities as substantial, with risks of attacks on commercial shipping.']
269. https://bhaskarlive.in/trump-warns-iran-over-hormuz-shipping/ - • US President Donald Trump accused Iran of violating a ceasefire by restricting oil shipments through the Strait of Hormuz. • Trump warned Iran against imposing transit fees on tankers passing through the Strait. • Iran stated that transit would be allowed under certain conditions. • Trump claimed victory over Iran’s nuclear programme and suggested oil would flow regardless of Iran’s actions. • The Strait of Hormuz remains a critical route for global oil supplies, impacting energy markets and economies such as India.
270. https://pragativadi.com/donald-trump-accuses-iran-of-violating-strait-of-hormuz-oil-transit-agreement/ - * Donald Trump criticises Iran for failing to uphold commitments regarding oil transit through the Strait of Hormuz. * The Strait of Hormuz is a critical energy route carrying a significant share of global oil supply. * Shipping through the strait faces delays and uncertainty amid tensions and a fragile ceasefire. * Disruptions have contributed to increased oil prices and market uncertainty. * Diplomatic efforts aim to ensure safe passage, with escalation risking global trade impacts.
271. https://www.washingtontimes.com/news/2026/apr/9/houthis-hold-bab-al-mandab-strait-next-chokepoint-iran-ceasefire/ - * The ceasefire between the US and Iran cracked on the first day, with Israel launching a major strike on Lebanon and Iran's Strait of Hormuz largely closed. * The Houthis, Iranian proxies based in Yemen, have not publicly acknowledged the ceasefire, and have begun screening ships through the Red Sea, focusing on Hodeidah port. * The Houthis have launched missile strikes on Israel and coordinated attacks with Iran and Hezbollah, but have not caused casualties. * The group has threatened closing Bab al-Mandab, a critical chokepoint connecting the Red Sea to the Gulf of Aden. * Saudi Arabia rerouted oil exports to bypass the Strait of Hormuz, increasing reliance on the Red Sea and Hodeidah port; international monitoring has ceased at Hodeidah. * The EU’s naval mission Aspides continues escorting vessels but risks escalate if Houthi attacks resume, potentially impacting global energy supplies. * Conflict escalation could threaten shipping routes and oil exports, with economic and geopolitical implications.
272. https://pragativadi.com/donald-trump-accuses-iran-of-violating-strait-of-hormuz-oil-transit-agreement/ - * Donald Trump criticised Iran for not upholding commitments related to oil transit through the Strait of Hormuz. * Trump made the statement on Truth Social, citing that Iran's actions are dishonourable. * The Strait of Hormuz is a vital energy route with significant global oil supply. * Shipping through the strait remains limited, with delays and uncertainty affecting vessels. * The situation raises concerns over global energy security and markets. * Tensions persist despite a ceasefire between the US and Iran, with ongoing disputes over waterway access.
273. https://www.businesstoday.in/world/story/iran-limits-strait-of-hormuz-traffic-to-15-ships-daily-under-new-rules-report-524977-2026-04-10?utm_source=rssfeed - * Iran imposes a cap of 15 vessels per day through the Strait of Hormuz under a ceasefire with the US. * The new limit is a significant reduction from the approximately 140 vessels that moved daily pre-war. * Iran’s ceasefire terms include vessel clearance from the IRGC and a fee payable in cryptocurrency. * The Strait is a key waterway for global oil trade, carrying about a fifth of world oil. * Iran’s restrictions followed military tensions with Israel and US sanctions discussions.
274. https://www.businesstoday.in/latest/economy/story/even-in-our-most-hopeful-scenario-imf-flags-global-growth-downgrade-524981-2026-04-10?utm_source=rssfeed - * IMF Managing Director Kristalina Georgieva warns of a global growth downgrade during the IMF-World Bank spring meetings in 2026. * Global oil and gas flows are significantly affected by the Middle East conflict, driving up prices and straining supply chains. * Surging Brent crude oil prices and supply shortages impact transportation, trade, food security, and inflation. * Three channels of shock transmission include higher input costs, rising inflation expectations, and tightening financial conditions. * Vulnerable oil-importing economies face acute pressures, with calls for coordinated, targeted policy responses.
275. https://www.benzinga.com/news/politics/26/04/51747450/trump-iran-strait-of-hormuz-oil-spikes-dow-futures-slip - * President Donald Trump accused Iran of doing 'a very poor job' in allowing oil transit through the Strait of Hormuz. * Oil prices surged above $98 per barrel amid rising geopolitical tensions. * The U.S. stock futures declined slightly as oil and commodities prices jumped. * Trump warned Iran against imposing oil transit fees. * Israeli Prime Minister Benjamin Netanyahu discussed potential talks with Lebanon on security issues and Hezbollah disarmament. * The Strait of Hormuz remains a critical energy shipping chokepoint, with recent Iranian activity potentially impacting global markets.
276. https://www.gandul.ro/emisiuni/marius-tuca-show/valentin-stan-iranul-continua-sa-isi-vanda-petrolul-in-timp-ce-statele-vecine-stau-cu-petrolul-in-rezerva-pentru-ca-nu-pot-trece-prin-ormuz-20853732 - ['* Valentin Stan discussed the economic and legal implications of the Strait of Hormuz blockades during a live broadcast.', '* He explained that a United Nations Security Council resolution would have provided a legal framework for international intervention.', '* The resolution would have legitimised actions under the UN Charter for the affected Gulf states, particularly for their energy infrastructure.', '* Stan noted the imbalance created, with neighbouring states prohibited from exporting oil while Iran continues to do so.', "* The situation impacts Gulf countries' economies while Iran persists with its exports."]
277. https://www.gandul.ro/international/ractia-dura-a-lui-trump-dupa-presupusele-taxele-impuse-de-iran-petrolierelelor-in-ormuz-ar-fi-bine-sa-inceteze-imediat-20857848 - * Președintele Donald Trump reacționează dur la informațiile despre taxele iraniene impuse petrolierele în Ormuz. * Iranul percepe taxe în criptomonede pentru navele care tranzitează strâmtoarea, până la 1 dolar pe baril. * Autoritățile iraniene transmit recomandări navelor comerciale privind rutele și condițiile de siguranță. * Tensiunile din regiune rămân ridicate, cu avertismente despre posibilitatea atacurilor asupra navelor fără aprobare. * Numărul recent de nave care tranzitează strâmtoarea este similar cu cel din zilele precedente.
278. http://www.ecns.cn/world/2026-04-10/detail-ihfcmemi3024210.shtml - • US and Iran accused each other of violating the two-week ceasefire in the Middle East. • Israel intensified its bombardment of Lebanon, causing over 250 deaths. • Iran exercised full control over the Strait of Hormuz, placing sea mines along the corridor. • Several countries, including China, Pakistan, and European nations, condemned the Israeli strikes. • US and Iran are set to hold talks in Pakistan on Friday amid regional tensions.
279. https://qazinform.com/news/trump-threatens-iran-over-tanker-transit-fees-in-strait-of-hormuz-e3e417 - * Trump criticises Iran for charging fees to tankers in Strait of Hormuz. * Trump considers establishing a joint venture to charge tolls on vessels passing through the waterway. * Iran demands a toll of 1 US dollar per barrel for passing through the strait. * Marine traffic in the strait remains low, with only two non-Iranian oil tankers crossing. * Trump announces a two-week suspension of bombing and attack plans against Iran.
280. https://www.businesstoday.in/latest/economy/story/even-in-our-most-hopeful-scenario-imf-flags-global-growth-downgrade-524981-2026-04-10?utm_source=rssfeed - *The IMF warns of a global economic slowdown even under optimistic scenarios, cited during the 2026 IMF-World Bank meetings.* *Georgieva highlights a global energy shock from Middle East conflict affecting oil supplies and prices.* *Disruptions are causing shortages in fuels and rising costs impacting trade, food security, and inflation.* *The economic impact disproportionately affects oil-importing vulnerable regions, with spillovers affecting energy exporters.* *Policymakers are urged to implement targeted support and avoid protectionism to manage the downturn.*
281. https://www.washingtontimes.com/news/2026/apr/9/houthis-hold-bab-al-mandab-strait-next-chokepoint-iran-ceasefire/ - * The ceasefire between US and Iran cracked on the first day; Israel launched its largest strike on Lebanon since the war began, killing over 250 people. * The Strait of Hormuz remains largely closed; peace talks are scheduled in Islamabad. * Houthis, Iranian proxies in Yemen, have not acknowledged the ceasefire and threaten to close Bab al-Mandab, a key Red Sea chokepoint. * The Houthis have launched missile and drone attacks against Israel; these do not violate the US-Iran ceasefire but signal ongoing conflict. * Iran has rerouted its oil exports through Yemen's Red Sea ports due to limited access through Hormuz, with Saudi Arabia and the EU monitoring regional tensions and threats to shipping. * The UN’s monitoring of Hodeidah port has ceased, raising concerns over unmonitored shipment and weapons movement. * Analysts suggest Houthis may escalate maritime activities, impacting global energy supplies more than the Strait of Hormuz closure.
282. https://www.peoplenews.tw/articles/hot-news/25915 - * 伊朗攻擊沙烏地阿拉伯能源設施，導致原油每日輸送量減少約70萬桶，日產能下降60萬桶 * 美國與伊朗達成暫時停火協議，但荷莫茲海峽局勢未明，伊朗高層宣稱增強海峽管理 * 沙烏地能源基礎設施相繼遭襲，原油管線與油田受損，全球供應進一步受挫 * 中國及印度進口NGL與LPG受阻，進口量顯著下降，引發市場緊張 * 高盛警告短期內能源市場難以穩定，供應不足影響全球油市
283. https://www.peoplenews.tw/articles/hot-news/25915 - * 伊朗對沙烏地阿拉伯能源設施發動攻擊，導致原油供應受挫，每日減少約70萬桶。 * 相關攻擊包括沙國輸油管泵站和多個煉油廠。 * 最高领导人穆吉塔巴宣布將提昇荷莫茲海峽管理，並表示不會放棄相關權利。 * 川普警告伊朗，若對油輪收費，可能破壞停火協議。 * 中國和印度的能源進口受到嚴重影響，市場緊張升溫。
284. https://www.openpr.com/news/4463539/petrochemicals-market-industrial-backbone-strengthened - * The petrochemicals market was valued at USD 669.19 billion in 2025 and is projected to reach USD 1,149.8 billion by 2033, with a CAGR of 7%. * Demand from packaging and industrial sectors supports market growth, especially in Asia-Pacific and North America. * Petrochemicals are essential for products like plastics, resins, and chemicals used across industries including packaging, automotive, construction, textiles, and electronics. * Industry is shifting towards sustainable practices, including recycling, bio-based alternatives, and digital process optimisation. * Market challenges include crude oil price volatility and environmental regulation pressures.
285. https://indianexpress.com/article/explained/west-asia-conflict-energy-market-turmoil-could-linger-for-months-10628545/ - * After a US-Iran ceasefire, oil prices dropped but remain volatile amid ongoing hostilities in West Asia. * Straits of Hormuz, a crucial global oil chokepoint, remains under threat, causing supply disruptions and elevated prices. * Experts warn that normalisation of oil flows from West Asia could take months or years, keeping prices higher for longer. * Oil and LNG supply disruptions have significantly impacted Asia, especially India, with higher import bills and supply rationing. * Production shut-ins in Gulf states could persist into late 2026, with ongoing risks to global energy markets.
286. https://en.globes.co.il/en/article-israel-can-be-a-window-to-the-mediterranean-1001539807#utm_source=RSS - * Yossi Abu, CEO of NewMed Energy, discusses energy opportunities for Israel following Iran's attack on Gulf states, including infrastructure and regional relations. * The war impacts global oil and natural gas markets, especially LNG production, with disruptions affecting Asian economies. * Israel aims to become a regional energy hub, connecting gas and oil exports via pipelines and infrastructure projects in the Mediterranean and Egypt. * The conflict influences regional diplomacy, including cooperation with Arab countries and shifts in energy dependencies. * Oil and gas exploration in Israel continues amid geopolitical tensions and regional diplomacy efforts.
287. https://www.independent.co.uk/news/world/americas/iran-donald-trump-benjamin-netanyahu-kuwait-strait-of-hormuz-b2955018.html - * Kuwait accused Iran and its proxies of launching drone attacks on Thursday despite a ceasefire.
288. https://indianexpress.com/article/explained/west-asia-conflict-energy-market-turmoil-could-linger-for-months-10628545/ - * After a US and Iran ceasefire, oil prices fluctuated due to threats over the Strait of Hormuz. * The Strait's closure caused a surge in oil prices by over 50% in March and severe disruptions to supply. * Experts predict trade normalisation will take months, with prices remaining elevated. * Oil production shut-ins in West Asia could rise to 9.1 million barrels per day (bpd) in April, with gradual return expected towards late 2026. * India faces heightened energy import costs and supply shortages, relying significantly on West Asian oil and gas.
289. https://indianexpress.com/article/explained/explained-global/iran-strait-hormuz-blockade-history-plans-10628870/ - * Iran has temporarily limited passage through the Strait of Hormuz as retaliation against US-Israeli strikes, imposing a $2 million transit fee for ships from certain nations. * The region remains unstable despite a ceasefire, affecting global trade. * The Strait of Hormuz has historically been a vital trade route, facilitating around 20% of global oil and a third of LNG flows. * Iran has utilised legal loopholes and asymmetric military strategies since the 1980s, including sea mines and missile batteries. * Tehran plans to permanently institutionalise transit taxes and restrict passage using new maritime maps and digital payments, aiming to control global energy transit.
290. https://economynext.com/us-iran-conflict-credit-risks-remain-elevated-despite-ceasefire-fitch-ratings/-/266932/ - * Fitch Ratings states that US-Iran conflict credit risks remain high despite a two-week ceasefire in the Gulf. * The ceasefire is under strain, and uncertainty persists around the outcome of negotiations and regional security. * If the ceasefire holds, escalation risks decrease, reducing the likelihood of disruptions to energy flows, such as the Strait of Hormuz closure. * Escalation could significantly damage Iranian and Gulf energy production, raising global oil prices above USD130 in 2026. * Risks include prolonged high energy prices and disruptions, potentially affecting credit profiles in the region.
291. https://indianexpress.com/article/explained/explained-global/iran-strait-hormuz-blockade-history-plans-10628870/ - * Iran has reportedly charged a $2 million transit fee to ships from certain friendly nations amid ongoing tensions. * Iran has restricted passage through the Strait of Hormuz, insisting ships require its permission. * The Strait of Hormuz has historically been a strategic trade route, vital for global oil and LNG shipments. * Iran's legal basis for restricting passage is based on the older 1958 Geneva Convention, not UNCLOS. * Iran has invested in asymmetric warfare capabilities since the 1980s to control the strait. * Current and future threats include militarisation, toll tolls, and potential permanent control of the strait.
292. https://www.independentsentinel.com/president-trump-calls-out-iran/ - * President Trump criticises Iran for not adhering to agreement regarding oil transit through Strait of Hormuz. * Trump claims Iran is charging fees to tankers in the Strait. * Trump states US military will remain in the region until a fully compliant agreement is reached. * Trump warns of potential military action if Iran does not comply. * The context involves US-Iran tensions and strategic control over key shipping routes.
293. https://www.livemint.com/news/world/irans-irgc-denies-attacking-gulf-states-as-kuwait-condemns-aggression-saudi-arabia-reports-damage-to-oil-facilities-11775789436002.html - * Iran's Islamic Revolutionary Guards Corps (IRGC) denies targeting Persian Gulf states during a ceasefire. * Kuwait reports drone attacks causing material damage to vital facilities but no casualties. * Kuwait condemns Iran and its proxies for violations of sovereignty. * Saudi Arabia reports Iranian drone attacks on oil and gas infrastructure, reducing oil production capacity. * US-Iran negotiations scheduled in Islamabad amid ongoing ceasefire discussions.
294. https://www.livemint.com/news/world/irans-irgc-denies-attacking-gulf-states-as-kuwait-condemns-aggression-saudi-arabia-reports-damage-to-oil-facilities-11775789436002.html - * Iran's IRGC denies launching attacks against Persian Gulf states during a reported ceasefire. * Kuwait accuses Tehran of targeting its facilities with drones, causing material damage. * Saudi Arabia reports attacks on oil and gas infrastructure, reducing crude production capacity. * The incidents occur amid a two-week US-Iran ceasefire and scheduled talks in Islamabad focusing on regional security and sanctions. * Kuwait and Saudi Arabia condemn the attacks as violations of sovereignty and international law.
295. https://africasustainabilitymatters.com/eu-proposes-carbon-market-reform-to-stabilise-ets-with-implications-for-africas-trade-and-climate-financing/ - * The European Commission proposed reforms to the EU Emissions Trading System (EU ETS) aiming to stabilise carbon prices by adjusting the Market Stability Reserve. * The reform seeks to retain surplus allowances within the system instead of cancelling them, increasing flexibility while keeping the overall emissions cap unchanged. * The EU ETS is a major carbon pricing system, contributing to a 39% reduction in domestic emissions from 1990 to 2024. * The reforms aim to address energy market volatility, energy costs, and industrial competitiveness concerns. * Implications for African economies include potential impacts on sectors integrated into European supply chains and future policy alignment.
296. https://www.thehindubusinessline.com/markets/commodities/brent-crude-futures-edge-up-on-hormuz-disruptions-saudi-attack-reports/article70845910.ece - * Brent crude futures increased marginally following disruptions in the Strait of Hormuz and reports of attacks on Saudi Arabia’s oil infrastructure. * The US President commented on Iran’s handling of oil transportation through Hormuz. * Saudi Arabia reported attacks on multiple energy facilities, reducing its oil production capacity by approximately 600,000 barrels per day. * The disruption and attacks occurred in the context of geopolitical tensions and potential impacts on oil transportation and supply.
297. https://www.newfortunetimes.com/war-disruptions-trigger-packaging-shortage-across-asia/ - • Disruptions linked to the Middle East conflict tighten supplies of glass bottles, aluminium cans, and plastic resin across Asia. • In India, European alcohol firms request import duty relief amid rising costs and supply constraints. • Malaysia faces shortages of polyethylene terephthalate, impacting plastic bottle production. • Shipping route disruptions through the Strait of Hormuz and energy constraints worsen material shortages. • Companies explore alternative sourcing and face rising costs, potentially raising consumer prices and altering consumer behaviour.
298. https://www.cnbc.com/2026/04/10/oil-price-wti-brent-saudi-pipeline-attack-middle-east-war.html - * Oil prices increased slightly in choppy trading on Friday amid tensions around the Strait of Hormuz. * The shipping lane remains largely closed despite a ceasefire deal between the U.S. and Iran. * U.S. President Donald Trump warned Iran to stop charging tankers to transit the strait. * The Strait of Hormuz handled about 20% of global oil supply before the conflict. * Attacks on Saudi energy infrastructure have decreased oil output capacity by around 600,000 barrels a day.
299. https://www.cnbc.com/2026/04/10/oil-price-wti-brent-saudi-pipeline-attack-middle-east-war.html - - Oil prices rose amid increased tensions around the Strait of Hormuz, which remains largely closed despite a ceasefire between the U.S. and Iran. - West Texas Intermediate crude increased by 0.39% to $98.28 per barrel, and Brent crude gained 0.5% to $96.40 per barrel. - U.S. President Trump warned Iran about charging tankers for transit, risking the ceasefire deal. - Shipping through the Strait of Hormuz, a critical route handling about 20% of global oil supply pre-war, remains severely restricted. - Attacks on Saudi energy infrastructure have reduced oil output capacity and flows.
300. https://www.thehindubusinessline.com/markets/commodities/brent-crude-futures-edge-up-on-hormuz-disruptions-saudi-attack-reports/article70845910.ece - * Brent crude oil futures increased by 0.19% to $96.10 following disruptions in oil tanker movement through the Strait of Hormuz and reports of attacks on Saudi Arabia’s oil infrastructure. * Saudi Arabia's energy facilities, including oil and gas production, transportation, refining, and petrochemical facilities, were subjected to multiple attacks involving pipeline and production targets. * The attacks resulted in a total reduction of approximately 600,000 barrels per day in Saudi Arabia’s oil production capacity. * US President Donald Trump made social media posts about Iran charging fees for tanker passage through Hormuz and potential impacts on oil flow. * The events impact global oil supply and prices, highlighting regional security concerns.
301. https://www.thehindubusinessline.com/markets/commodities/brent-crude-futures-edge-up-on-hormuz-disruptions-saudi-attack-reports/article70845910.ece - * Brent crude oil futures increased marginally following oil tanker disruptions in the Strait of Hormuz and reports of attacks on Saudi Arabia’s oil infrastructure. * Saudi Arabia's energy facilities, including pipelines and production sites, experienced multiple attacks, resulting in a combined reduction of approximately 600,000 barrels per day in production capacity. * The disruptions and attacks caused concerns over global oil supplies and market stability. * US President Donald Trump commented on Iran’s role in tankers passing through Hormuz and its nuclear ambitions. * Oil price changes were observed across Brent, WTI, and MCX crude futures, amid geopolitical tensions.
302. https://www.globalbankingandfinance.com/morning-bid-agreement-we/ - * Strait of Hormuz conflict causes oil price surge and disrupts global energy supply. * Iranian and US tensions, Israeli attacks, and Hezbollah retaliation influence regional stability. * Oil shipments through the strait drop below 10%, affecting global markets. * Oil prices increase, with Brent crude rising 0.7% to $96.57 a barrel. * Chinese factory-gate prices rise for the first time in three and a half years. * Stock markets in Japan and Europe show gains amid geopolitical tensions.
303. https://www.globalbankingandfinance.com/morning-bid-agreement-we/ - * Tensions in the Strait of Hormuz have led to a sharp decline in shipping traffic, affecting global oil supply. * Oil prices surged, with Brent crude rising 0.7% to $96.57 per barrel amid supply fears. * Political tensions increased between U.S., Iran, Israel, and Lebanon, affecting regional stability. * Factory-gate prices in China rose for the first time in over three years, reflecting broader economic pressure. * Stock markets experienced gains, with Japanese Nikkei rising 1.6% and European futures up modestly.
304. https://www.thehindubusinessline.com/markets/commodities/brent-crude-futures-edge-up-on-hormuz-disruptions-saudi-attack-reports/article70845910.ece - * Brent crude oil futures increased marginally following disruptions in the Strait of Hormuz and reports of attacks on Saudi Arabia’s oil infrastructure. * US President Donald Trump highlighted Iran's charges related to tanker fees and Iran's oil flow issues. * Saudi Arabia’s Energy Ministry reported attacks on key facilities, causing reductions of approximately 600,000 barrels per day in capacity. * The attacks impacted oil production, transportation, and refining facilities in Saudi Arabia, notably in the Eastern Province, Yanbu, and targeted pipelines.
305. https://www.alarabiya.net/arab-and-world/2026/04/10/%D8%A8%D9%8A%D8%A7%D9%86%D8%A7%D8%AA-%D9%85%D9%84%D8%A7%D8%AD%D9%8A%D8%A9-6-%D8%B3%D9%81%D9%86-%D8%B9%D8%A8%D8%B1%D8%AA-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%8A%D9%88%D9%85-%D8%A7%D9%84%D8%AE%D9%85%D9%8A%D8%B3- - ● Recent maritime data indicates a decline in ship movements through the Strait of Hormuz, with only six ships crossing on Thursday. ● The crossing included two oil, chemical, or LNG carriers, three cargo ships, and one supply vessel. ● The previous day, Wednesday, saw five ships crossing, without any oil or chemical carriers. ● On Tuesday, 11 ships crossed after a ceasefire was announced, including nine oil, chemical, or LNG carriers. ● Since 28 February, at least 212 ships have transited the Strait, representing 58% of total traffic in that period.
306. https://www.thisdaylive.com/2026/04/10/hormuz-still-blocked-as-us-iran-begin-negotiations-today/ - * Ship traffic through the Strait of Hormuz remains below 10% of normal levels despite a US-Iran ceasefire. * Iran warned ships to report to its authorities and told vessels to sail around Larak Island to avoid mines. * Global oil supply has been disrupted, with crude prices rising over 3% amid ongoing concerns. * Iran and US negotiations are set to begin in Islamabad, based on Tehran’s 10-point proposal. * US considers withdrawing some troops from Europe due to tensions over the Strait of Hormuz.
307. https://abc13.com/post/wage-growth-slowing-us-despite-cost-goods-continuing-rise/18863061/ - * US Bureau of Labor Statistics reports non-supervisory workers' average hourly pay increase at 3.4%, lower than previous years' near 4%. * Wage growth is slowing while the cost of goods, such as gas, continues to rise. * Gas prices in Houston increased from $2.79 last year to $3.86 currently. * Economists express concern about inflation rising again, impacting real wages. * Data from the US Federal Reserve indicates pay rises are still marginally outpacing rising prices.
308. https://www.bloomberg.com/news/articles/2026-04-10/japanese-tankers-head-toward-hormuz-strait-as-more-ships-gather - * Two Japanese crude tankers, Mayasan and Yakumosan, travel east along Persian Gulf towards Hormuz Strait. * The vessels are part of a growing group gathering during a US-Iran ceasefire. * The Mayasan and Yakumosan each carry around 2 million barrels of crude. * The tankers began sailing east from waters off Ras Tanura in Saudi Arabia. * Greek-flagged tanker Sea Condor also moves east towards Hormuz. * The event occurs as US-Iran tensions affect traffic in the region.
309. https://www.heygotrade.com/en/news/gotrade-daily-stocks-extend-gains-as-traders-watch-ceasefire/ - * US stocks closed higher, extending recent gains as investors monitored developments around the US-Iran ceasefire and regional negotiations. * Oil prices rebounded from a sharp drop, with WTI crude above $102 before settling below $100, reflecting partial market stabilisation. * Tech stocks led gains, with Amazon increasing over 5% and Intel announcing a chip deal with Google. * Investors absorbed inflation data, with the Fed’s PCE index aligning with expectations, influencing policy outlook. * ARK Invest added to Tesla shares despite recent declines; Oracle seeks to offload $14 billion data center debt; Valero Energy's refinery experienced an explosion disrupting operations.
310. https://www.thisdaylive.com/2026/04/10/hormuz-still-blocked-as-us-iran-begin-negotiations-today/ - * Ship traffic through the Strait of Hormuz remains below 10% of normal volumes amid a US-Iran ceasefire. * Iran agreed to a two-week ceasefire, with talks set to begin in Islamabad. * Oil prices rose over 3% due to ongoing restrictions and geopolitical tensions. * Iran told vessels to navigate around Larak Island to avoid naval mines. * US considers withdrawing some troops from Europe over security concerns at the Strait of Hormuz.
311. https://www.bostonglobe.com/2026/04/10/nation/us-iran-war-live-updates/ - * The announcement follows regional conflict developments, including Israel’s attack on Beirut and negotiations in Washington. * Israel’s Prime Minister Netanyahu approved direct talks with Lebanon, but Lebanon has not responded. * US President Trump expressed doubt over the cease-fire while Iran and its proxies reportedly launched drone attacks on Kuwait. * Iran reportedly heard air defense fire and explosions in Tehran, without official acknowledgment. * Japan announced plans to release additional oil reserves to address supply concerns related to the Middle East conflict. * Japan aims to diversify oil import routes away from the Strait of Hormuz.
312. https://redstate.com/nick-arama/2026/04/09/trump-remarks-about-ceasefire-and-strait-n2201145 - * The ceasefire in the Strait of Hormuz is fragile and reportedly violated by Iran. * Iran is accused of charging fees to tankers, violating the ceasefire agreement. * President Donald Trump publicly criticised Iran's actions, demanding they stop charging fees. * The UN declares the Strait an international waterway, prohibiting Iran’s control. * Historical context includes US military interventions in the Strait, such as in the 1980s Tanker War and sanctions in 2008 and 2012. * Iran has a history of harassing vessels and threatening closure of the Strait. * The article discusses potential escalation and the importance of international enforcement.
313. https://www.thisdaylive.com/2026/04/10/goldman-sachs-lowers-q2-2026-brent-oil-price-forecast-to-90/ - * Goldman Sachs has revised its Q2 2026 forecast for Brent crude oil to $90 per barrel, down from $99, after US-Iran ceasefire. * Prices for Brent have declined over 11% this week due to hopes of Strait of Hormuz reopening and supply concerns. * Goldman maintains its Q3 and Q4 forecasts, with potential upside risks if disruptions persist. * ExxonMobil briefed Nigerian authorities on plans for investments in deep-water projects, including the Erha, Usan, and Owowo fields. * ExxonMobil expects FID for Owowo as early as next year and anticipates attracting $15-16 billion in the Bosi field development.
314. https://filipinotimes.net/global-news/2026/04/10/attacks-on-saudi-energy-sites-cut-oil-output-threaten-global-supply/ - * Attacks on Saudi energy facilities reduced oil production by approximately 600,000 barrels per day.* The attacks disrupted operations at multiple major oil, gas, refining, petrochemical, and power facilities in Riyadh, Eastern Province, and Yanbu.* A pumping station along the East-West pipeline and the Manifa oilfield were among the sites hit, with reductions of about 700,000 and 300,000 barrels per day respectively.* Fires and disruptions impacted liquefied petroleum gas export and natural gas liquids.* The attacks increased concerns over global oil supply tightness and price rises, highlighting risks to energy security for dependent countries.
315. https://www.dimokratia.gr/oikonomia/679441/dnt-sima-kindynoy-gia-tin-pagkosmia-oikonomia-ayximeni-zitisi-gia-daneia-kai/ - * The IMF revises its global economic growth forecast downward due to the ongoing conflict in the Middle East and energy supply disruptions. * The organisation predicts an increase in demand for financial support from member states by 20 to 50 billion USD. * Energy markets, including oil and LNG, faced significant declines in supply and sharp price rises. * Global energy prices are expected to remain high with complicated recovery prospects, affecting trade, tourism, and transportation. * The IMF warns against unilateral government actions and calls for preparedness among central banks for potential interest rate hikes.
316. https://www.thetechedvocate.org/central-banks-confront-stagflation-challenges-amidst-the-iran-wars-economic-impact/?utm_source=rss&utm_medium=rss&utm_campaign=central-banks-confront-stagflation-challenges-amidst-the-iran-wars-economic-impact - * The Iran war in late February 2026 has disrupted the global economy, causing inflation and stagnant growth. * Japan is experiencing inflation after decades of deflation, with the Bank of Japan raising interest rates. * South Korea faces import cost inflation due to a weakened won and rising housing prices, with potential rate hikes. * The US Federal Reserve is responding to rising oil prices and inflation, balancing rate hikes against growth concerns. * Central banks are considering interest rate adjustments and monitoring geopolitical developments to manage economic stability.
317. https://www.cnbc.com/2026/04/10/china-cpi-ppi-march-iran-oil-chock-consumer-inflation-manufacturing-.html - ["* China's producer prices increased by 0.5% year-on-year in March, ending a long deflationary period.", '* Consumer price index rose by 1% in March, missing forecast and slowing from February.', '* Factory-gate prices rose for the first time in over three years, influenced by rising oil prices due to the Iran war.', '* Brent crude was at $96.7 per barrel, up 33%; WTI at $98.5, up 47%, since the war began on Feb 28.', '* China, as the largest oil importer, faces inflation risks despite strategic stockpiling; oil prices may impact GDP growth.']
318. https://www.livemint.com/news/world/iran-limits-strait-of-hormuz-transit-to-15-ships-daily-under-us-ceasefire-deal-report-11775747284389.html - * Iran will permit no more than 15 vessels per day to pass through the Strait of Hormuz under its ceasefire with the US. * Transit restrictions require ships to coordinate with Iran’s military; technical restraints include possible mines. * Shipping activity remains near standstill, with only 6 vessels passing through in 24 hours, compared to 140 pre-conflict. * Over 800 vessels are stranded in the Persian Gulf amid transit uncertainties. * Disruption risks global energy markets, with oil prices rebounding; tolls of up to $2 million imposed per vessel. * International Maritime Organization criticised unilateral control measures; ceasefire between US and Iran remains fragile.
319. https://www.businessreport.com/article/big-oils-war-windfall-undercut-by-supply-shocks-and-shutdowns - * Oil prices surged due to the Iran conflict, impacting major energy companies. * ExxonMobil and Chevron experienced a 6% reduction in global production in Q1. * Shell’s gas output declined as shipping routes through the Strait of Hormuz were shut down. * Price spikes led to billions in accounting losses related to hedging. * Infrastructure damage and trade bottlenecks in the Middle East increased operational risks. * Near-term outlook remains volatile amid ongoing geopolitical instability.
320. https://brusselsmorning.com/strait-of-hormuz-iran-limits-passage/96752/ - * Iran announces a maximum of 15 vessels allowed to pass through the Strait of Hormuz daily, citing a fragile ceasefire with the US. * Restrictions require ships to seek prior approval from Iran’s IRGC and are granted selectively based on nations' relations. * The policy affects oil tankers and cargo ships, with potential transit fees up to $2 million in various currencies. * A backlog of approximately 800-1,000 ships in the Persian Gulf is causing logistical delays and affecting global oil markets. * The move underscores Iran’s strategic leverage over a key global energy chokepoint, with implications for energy security and shipping costs.
321. https://www.ibtimes.com.au/oil-prices-tumble-below-100-after-us-iran-ceasefire-eases-mideast-supply-fears-1865960 - * World oil prices declined sharply following a US-brokered ceasefire between the US, Israel, and Iran, reducing geopolitical risk premiums. * Brent crude dropped below $100 per barrel, trading around $96.84 on April 9, after previous spikes above $110. * The ceasefire hinges on Iran's commitment to reopen the Strait of Hormuz, a key shipping chokepoint for global oil supplies. * Immediate relief was seen in energy markets, but underlying risks and a baseline risk premium remain. * Analysts note that the event was among the largest single-day drops since early COVID-19 pandemic months, driven by rapid removal of panic premiums.
322. https://iraqidinarchat.net/oil-price-two-chinese-oil-tankers-one-carrying-iraqi-oil-leave-the-strait-of-hormuz/ - * Two Chinese oil tankers carrying Iraqi and Saudi crude oil stopped at the entrance of the Strait of Hormuz, indicating testing of navigation conditions. * The tankers' movement follows a US-Iran ceasefire announcement and potential easing of restrictions. * Despite the ceasefire, Iran controls the strait and requires approval for passage, with continued manoeuvres observed. * Maersk stated limited information on transit safety and conditions, highlighting ongoing uncertainties. * Iran maintains influence over waterway operations during ceasefire negotiations.
323. https://investinglive.com/commodities/trump-warns-iran-over-hormuz-transit-fees-as-shipping-tensions-escalate-20260409/ - * Trump warns Iran against charging transit fees in the Strait of Hormuz. * Reports suggest vessels may already be paying significant tolls. * Move challenges international law on free passage amid fragile ceasefire. * Iran’s leverage over the strategic chokepoint grows, risking escalation. * Shipping flows remain disrupted, affecting global energy security. * Market implications include potential for increased oil prices and volatility.
324. https://www.middleeastmonitor.com/20260409-uae-oil-giant-says-hormuz-still-closed-despite-truce-230-loaded-oil-vessels-waiting-to-sail/ - * The head of Abu Dhabi National Oil Company (ADNOC) reports the Strait of Hormuz remains effectively closed despite a ceasefire. * Iranian restrictions continue blocking energy exports; around 230 oil vessels are waiting to sail. * ADNOC CEO Sultan Al Jaber states access is restricted and calls for full, unconditional reopening. * Iran has announced alternative routes to reduce collision risks, including designated corridors. * About one-fifth of global oil and LNG shipments pass through the strait, posing a risk to energy markets.
325. https://www.dinarupdates.com/blog/?p=35711&utm_source=rss&utm_medium=rss&utm_campaign=iran-announces-two-alternative-routes-to-the-strait-of-hormuz-due-to-the-possibility-of-mines - - Iran’s Revolutionary Guard Navy issues a notice for ships passing through the Strait of Hormuz to take two alternative routes near Larak Island. - The announcement is made due to the threat of mines on the usual route. - The decision aims to protect ships from possible mine collisions. - The notice is effective until further notice.
326. https://ca.investing.com/news/economy-news/saudi-arabia-loses-600000-barrels-daily-in-attacks-on-oil-sites-93CH-4557823 - * Saudi Arabia's oil production capacity reduced by nearly 600,000 barrels per day following attacks on energy facilities, pipelines, and refineries. * The attacks resulted in one death. * The reduction accounts for less than one-tenth of normal exports. * Saudi output was previously reduced due to Iran’s blockade of the Strait of Hormuz. * An alternate pipeline used by Saudi Arabia was also attacked, reducing throughput by 700,000 barrels per day.
327. https://www.al-monitor.com/originals/2026/04/strait-hormuz-traffic-remains-becalmed-despite-ceasefire - * Since the ceasefire took effect, only 10 vessels have passed through the Strait of Hormuz, with traffic remaining at historically low levels. * Iran and the US announced the ceasefire; however, the strait remains largely closed with little change from pre-ceasefire traffic. * Iran's IRGC announced alternative routes due to landmine risks, with ships needing Iranian navy collaboration to pass. * About 800 ships are stuck in the region, and shipping industry experts advise caution. * No new attacks on ships have been reported since the ceasefire, but three attacks were claimed by IRGC earlier in the week.
328. https://www.24newshd.tv/09-Apr-2026/first-non-iranian-tanker-transits-strait-hormuz-since-ceasefire - * The first non-Iranian oil tanker, flagged by Gabon, passed through the Strait of Hormuz on Thursday since the ceasefire was announced. * The tanker carried around 7,000 tonnes of Emirati fuel oil en route to India. * Since the ceasefire, only a few vessels, mostly Iranian, have transited the strait. * Total daily capacity remains constrained at 10-15 passages, with most traffic linked to Iran. * Iran restricted access after US-Israeli attacks started on February 28, affecting over 315 crossings in early 2023.
329. https://japantoday.com/category/business/mitsui-o.s.k.-awaits-safety-clarity-government-guidance-to-move-vessels-from-the-gulf-ceo-says1 - * Mitsui O.S.K. Lines (MOL) aims to move stranded vessels near the Strait of Hormuz once safe passage is confirmed and government guidance is received. * The company is awaiting safety clarity amid ongoing conflict, despite a ceasefire agreement. * Three MOL ships crossed the strait earlier this month; multiple vessels remain in the Gulf. * MOL plans to revise its annual profit outlook later this month. * The conflict could impact supply chains and manufacturing, with potential long-term shipping benefits from supply chain reassessments.
330. https://www.nbcpalmsprings.com/2026/04/09/shipping-still-stalled-in-strait-of-hormuz-despite-ceasefire-raising-global-oil-concerns - * Shipping traffic through the Strait of Hormuz remains largely stalled despite a fragile ceasefire in the Middle East. * Very little movement has occurred since the ceasefire, with safety and uncertainty concerns cited. * Industry leaders await security assurances before resuming normal operations. * The slowdown is impacting global markets, with oil prices climbing and US gas prices rising. * Additional costs for passing ships may further affect shipping activities and energy markets.
331. https://www.macrobusiness.com.au/2026/04/no-oil-for-you/ - * The crisis in the Middle East affects traffic through the Strait of Hormuz, with limited movement. * Oil continues to flow from the Persian Gulf to Asia, despite the crisis. * India has made deals with Tehran for safe passage of tankers and LNG carriers. * The Indian Navy is prepared to escort ships through the Gulf of Oman. * China continues to receive Iranian crude largely unimpeded since the start of the war.
332. https://www.rigzone.com/news/wire/crude_climbs_as_hormuz_disruptions_persist-09-apr-2026-183418-article/?rss=true - * Oil prices increased amid ongoing tensions in the Middle East and disruptions to flows through the Strait of Hormuz. * Saudi Arabia cut oil production capacity by about 600,000 barrels a day due to attacks on infrastructure. * Kuwait intercepted drone attacks targeting vital facilities. * Flows through the Strait of Hormuz remain severely curtailed, causing supply disruptions. * Oil prices rallied with WTI near $98 and Brent close to $96, driven by geopolitical tensions. * US and Iran are scheduled to hold discussions in Pakistan, but disruptions continue. * Transport through Hormuz is limited, with potential for gradual return, impacted by damages and military activity. * The physical crude market shows strength, with North Sea cargo bids pushing Dated Brent near $132 a barrel.
333. https://www.navylookout.com/royal-navy-monitors-shadow-fleet-vessels-but-russian-naval-escort-complicates-boarding-dilemma/ - * Royal Navy warships and aircraft have monitored Russian naval activity in UK waters, including the Channel and North Sea, with increased traffic since March-April 2023. * HMS Mersey tracked Russian vessels such as the RFS Admiral Grigorovich, RFS Aleksandr Shabalin, and RFS Krasnodar, with coordination involving allied aircraft. * Russian vessels, including oil tankers escorted by navy ships, operate near international boundaries, complicating enforcement efforts. * Russian warships, including RFS Severomorsk and RFS Kama, escorted tankers through UK waters, providing armed overwatch. * Operations are limited by the number of escorts and global commitments, with current focus on observation and deterrence.
334. https://www.seattletimes.com/nation-world/what-to-know-about-the-strait-of-hormuz-under-the-ceasefire/?utm_source=RSS&utm_medium=Referral&utm_campaign=RSS_all - * Hundreds of tankers await passage through the Strait of Hormuz as the waterway, a key conduit for one-fifth of the world’s oil and gas, remains partially blocked due to military and political tensions. * The ceasefire between the US and Iran is fragile; Iran has violated the agreement by attacking vessels and planting mines, affecting the safety and normalisation of shipping. * Only a few vessels have passed through recently, with ongoing fears about mines and Iran’s control over the waterway, necessitating coordination and potential toll payments. * Governments, including India, Pakistan, Thailand, and European nations, are working to ensure navigation, with US considerations for joint control, though Iran’s capacity to manage traffic is limited. * Shipping companies may pay tolls to Iran to circumvent risks, but sanctions and legal risks complicate the situation, and insurance costs remain unstable due to the ceasefire’s fragility.
335. https://www.islamtimes.com/en/news/1273790/oil-jumps-as-us-iran-ceasefire-faces-uncertainty - * Oil prices increased following doubts over the US–Iran ceasefire and the continued closure of the Strait of Hormuz.* * Brent crude futures rose by 2.74% to $97.35 per barrel, and US WTI increased by 3.2% to $97.43 per barrel.* * The Strait of Hormuz was fully closed after attacks in Lebanon and Israel’s actions, stalling tanker traffic.* * Iran warned that either there is a ceasefire on all fronts or there is no ceasefire.* * Analysts warn continued disruption could push Brent prices to $115 or even $200 in worst-case scenarios.*
336. https://www.breitbart.com/economy/2026/04/09/trump-warns-iran-over-strait-of-hormuz-tanker-fees/ - * President Donald Trump warned Iran against charging fees on tanker traffic through the Strait of Hormuz. * Reports indicate Iran has demanded up to $2 million from large tankers for passage, with some payments discussed in yuan or cryptocurrencies. * Iran notified the International Maritime Organization that vessels from non-hostile countries could transit if they cooperate with Iranian authorities. * Iran’s parliament has approved a bill to formalise fees on transit, awaiting full approval. * The International Maritime Organization stated imposing tolls would set a dangerous precedent and violate the principle of free transit. * The dispute has caused a severe reduction in maritime traffic through the strait, with less than a dozen ships crossing recently.
337. https://www.breitbart.com/middle-east/2026/04/09/shipping-remains-slow-at-strait-of-hormuz-despite-ceasefire/ - * Traffic through the Strait of Hormuz remains at less than ten percent of normal levels, despite Iran’s ceasefire agreement with the US and Israel. * Iran closed the strait after Operation Epic Fury began, trapping hundreds of ships, and cut the oil supply by about 20 percent. * Only seven ships passed through the strait in 24 hours, with one oil tanker, amid threats of tolls and ongoing risks. * Ship tracking data shows the waterway remains effectively closed, with few vessels risking passage. * Emirati officials demand Iran fully open the Strait without conditions to restore energy exports and global stability.
338. https://www.devdiscourse.com/article/headlines/3868733-tensions-surge-over-strait-of-hormuz-control - * Iran maintains control of the Strait of Hormuz, with recent increased tensions. * A Botswana-flagged LNG tanker, Nidi, altered its course following guidance from Iran's Revolutionary Guard. * Ship-tracking shows limited vessel movements through the strait, significantly fewer than normal. * US President Donald Trump criticises the ceasefire and highlights Iran's alleged fees on passing ships.
339. https://oilprice.com/Energy/Crude-Oil/Standard-Chartered-Oil-Price-Correction-Is-Likely-Overdone.html - * Oil prices declined sharply since late February, attributed to US-Iran ceasefire and Middle East conflict. * Analysts suggest oil prices could rebound, supported by strategic reserves purchases and logistical disruptions. * Strait of Hormuz remains risky for vessels, with Iran exerting control over oil transport routes. * US LNG exports are expected to offset Middle Eastern gas supply disruptions, with significant capacity expansions planned. * Oil and gas tanker stranded at Strait of Hormuz include 426 tankers, with US LNG exports rising by 13% in 2026.
340. https://www.businesstoday.com.my/2026/04/10/oil-holds-gain-after-attacks-lower-saudi-production-capacity/?utm_source=rss&utm_medium=rss&utm_campaign=oil-holds-gain-after-attacks-lower-saudi-production-capacity - * Oil rose for the second consecutive day, with Brent climbing 1% to US$96.83 per barrel, amid Saudi Arabia’s production capacity cut due to attacks. * Saudi Arabia’s oil production capacity has been reduced by around 600,000 barrels daily, affecting roughly 10% of exports. * Strikes on a pumping station on the East-West pipeline further reduced throughput by 700,000 barrels weekly. * The attacks and Saudi production cuts have increased supply risks and crimped crude availability in Asia. * Market focus now shifts to the Strait of Hormuz, which remains disrupted, affecting a fifth of global oil flows.
341. https://oilprice.com/Latest-Energy-News/World-News/Oil-Prices-Climb-Toward-100-as-Iran-Ceasefire-Doubts-Deepen.html - ['* Oil prices approach $100 as regional tensions and attacks impact supply, with WTI at $99.17 and Brent at $96.80.', '* Saudi Arabia reports production cuts of approximately 600,000 barrels per day due to recent attacks.', '* Kuwait reports drone attacks on infrastructure; Iran denies missile attacks.', '* Ceasefire between the US and Iran remains fragile, with disruptions in Strait of Hormuz transit.', '* Ongoing regional conflicts and diplomatic tensions are affecting shipping routes and oil supply.']
342. https://www.scmp.com/news/asia/southeast-asia/article/3349591/asian-economies-face-formidable-test-middle-east-conflict-drags-adb?utm_source=rss_feed - * Asian economic growth is likely to slow, even if oil prices stabilise.* The slowdown is due to the impact of the Middle East conflict on industries including manufacturing and tourism.* The Asian Development Bank projects Asia’s GDP growth to moderating to 5.1% in 2025 from 5.4% in 2024.* The region could lose about 1.3 percentage points of growth over 2026 and 2027 if the conflict continues for a year.* Major economies affected include China, with growth forecasted at 4.6%, and the region comprises 43 economies excluding some Pacific nations.
343. https://www.business-standard.com/blueprint-defence-magazine/opinion/the-west-asia-crisis-hits-home-126040700560_1.html - * The 2026 war against Iran began on February 28 with US and Israeli airstrikes targeting Iranian leadership and infrastructure. * The conflict has resulted in thousands of casualties on Iran, damage to Gulf energy infrastructure, and disruptions in shipping through the Strait of Hormuz. * Oil prices surged, with Brent crude reaching near $120 per barrel; full blockage of Hormuz could spike prices above $150. * India’s economy faces risks due to reliance on Gulf hydrocarbon imports, notably through the Strait of Hormuz, affecting fuel, food, and fertiliser sectors. * Geopolitical scenarios include possible outcomes such as a US-Israeli victory, Iranian resistance, regime change, or civil war, each affecting India’s regional relations and strategic interests.
344. https://www.business-standard.com/world-news/limited-tanker-movement-seen-in-strait-of-hormuz-amid-iran-s-tight-control-126041000079_1.html - * Iran maintains control of the Strait of Hormuz, with limited tanker movements reported. * A Botswana-flagged LNG tanker attempted to exit but turned back early Friday. * Since the ceasefire, at least 12 ships have passed through, compared to over 100 daily in peacetime. * US President Donald Trump expressed concern over Iran's restrictions on oil flow through the strait. * The US supports reopening the strait, but Iran continues to control the waterway and may charge tolls.
345. https://www.fxstreet.com/news/wti-holds-steady-above-9200-as-strait-of-hormuz-remains-closed-bulls-seem-hesitant-202604100116 - * WTI trades with a mild positive bias above $92, up around 0.25% on Friday. * Tensions in the Strait of Hormuz and Iran’s response to Israeli attacks support oil prices. * Israeli Prime Minister Netanyahu to start direct negotiations with Lebanon, while attacks on Hezbollah continue. * US President Trump criticises Iran’s handling of oil traffic through Hormuz and warns of renewed strikes. * Market awaits US consumer inflation data, which may influence Fed policy and US Dollar, affecting oil prices. * Despite gains, WTI faces heavy weekly losses amid geopolitical risks.
346. https://bfsi.economictimes.indiatimes.com/articles/macro-buffers-to-help-india-tide-over-gulf-crisis-world-bank/130157990 - * The World Bank forecasts India's growth of 6.6% for FY27, with downside risks from the Gulf conflict. * India's economy is expected to remain among the fastest-growing major economies. * Growth for FY27 is affected by higher global energy prices due to Middle East conflict, with an expected average of 7.1% in FY28-29. * The World Bank assumes oil prices at $90-100 per barrel for FY27. * External risks are present, but macroeconomic strength and policy measures are expected to provide insulation.
347. https://www.nzz.ch/international/piraten-und-kolonialherren-wie-die-strasse-von-hormuz-zu-einem-nadeloehr-der-weltwirtschaft-wurde-ld.1932481 - * The article details the historical significance of the Strait of Hormuz as a crucial maritime route from ancient times to the present. * It describes Iran's recent preparations for potential blockage of the strait, emphasising its strategic importance for global oil and gas supplies. * The piece highlights Iran's geopolitical stance, historical control of the region, and recent tensions regarding maritime navigation. * It discusses the potential risks of military conflict in the region and the economic implications of a blockade or closure. * The article was published on 10 April 2026 by Toby Matthiesen, a Swiss Middle East expert.
348. https://www.oneindia.com/india/crude-oil-price-today-april-10-brent-crude-latest-wti-russian-urals-opec-basket-dubai-oil-8053361.html - * Global crude oil prices showed signs of cooling on April 10, easing towards $96 per barrel after a volatile week. * Oil prices surged near $100 due to supply route uncertainties caused by tensions in West Asia and Iran's restrictions through the Strait of Hormuz. * US President Donald Trump announced a two-week ceasefire deal, offering some market relief. * Brent crude was trading at $96.58, up marginally, while WTI was at $98.71, both showing slight increases early on April 10. * Broader energy markets reflected mixed trends amid ongoing geopolitical uncertainties. * Market volatility is expected to continue, with potential for the worst weekly performance since June 2025.
349. https://newtalk.tw/news/view/2026-04-10/1028999 - * US President Donald Trump called for Iran to immediately cease charging tolls to ships passing through the Strait of Hormuz, threatening action if necessary. * The statement was made amidst ongoing tensions after the US and Israel launched large-scale strikes against Iran, leading to disruptions in oil shipping. * Iran had indicated plans to require payments in cryptocurrency during a two-week ceasefire period. * The conflict has led to a significant drop in maritime traffic through the Strait, which is a critical route for approximately 20% of global oil and LNG transportation. * The war has resulted in a global energy crisis, with soaring oil prices and widespread casualties and displacement.
350. https://www.bloomberg.com/news/articles/2026-04-10/japanese-tankers-head-toward-hormuz-strait-as-more-ships-gather - * Two Japanese crude tankers, Mayasan and Yakumosan, are heading east towards the Strait of Hormuz from the Persian Gulf. * The vessels are adding to the growing number of ships gathered at the waterway's entrance. * The ships are during a US-Iran ceasefire, with President Donald Trump criticising, and traffic remains limited. * Mayasan and Yakumosan are each carrying around 2 million barrels of crude. * The movement followed their departure from waters off Ras Tanura in Saudi Arabia and Kuwait, respectively.
351. https://businessday.ng/energy/oilandgas/article/petroleum-sector-reforms-spark-over-10bn-upstream-investment-windfall-nuprc-boss/ - * Nigeria's Petroleum Industry Act and new regulatory framework attract over $10bn in upstream investment, announced by NUPRC chief executive Oritsemeyiwa Eyesan. * Reforms include 19 gazetted regulations, enabling digital oilfields and strengthening energy security. * Major projects such as Bonga North, Ubeta, and HI have benefited from the reforms. * Nigeria aims for production targets of 2m barrels per day and 10bn cubic feet of gas by 2027, reaching 3m bpd and 12bn cubic feet by 2030. * NUPRC emphasises reservoir analysis and improved recovery techniques to meet production goals. * NMDPRA plans to launch 'Project NEXUS' to coordinate Nigeria’s energy development and focus on sustainability and blue hydrogen. * Industry expert Nwaechel highlights the importance of digital innovation and adaptive regulation amid global capital competition.
352. https://www.mitrade.com/au/insights/news/live-news/article-1-1622708-20260410 - * The NZD/USD pair is trading near 0.5860, having climbed for four days, supported by US dollar demand due to geopolitical tensions and Federal Reserve outlook. * Global tensions including US-Iran communication breakdown and Strait of Hormuz uncertainty support safe-haven USD, weakening risk-sensitive currencies like NZD. * US economic data suggests resilience despite higher jobless claims, with inflation concerns driven by rising oil prices maintaining the Fed’s cautious, ‘higher-for-longer’ rate outlook. * The Reserve Bank of New Zealand remains cautious amid inflation slightly above target and fragile domestic economy, limiting NZD gains. * Technical analysis shows NZD/USD supported above key SMAs with resistance at 0.5868 and 0.5907, but the RSI indicates overbought conditions.
353. https://www.indiavision.com/business/iran-attacks-on-crucial-saudi-pipeline-and-production-facilities-slash-kingdoms-oil-output/601377/ - * Saudi Arabia's oil output has been significantly reduced due to attacks on infrastructure. * The attacks targeted key pipeline networks and production facilities. * The damage raises concerns for global energy markets and regional stability. * The incidents follow prior regional tensions and maritime disruptions in the Strait of Hormuz. * Market reactions are expected to include increased oil prices and volatility.
354. https://www.breitbart.com/middle-east/2026/04/09/shipping-remains-slow-at-strait-of-hormuz-despite-ceasefire/ - * Ship traffic through the Strait of Hormuz remains at less than ten percent of its normal level, despite Iran's ceasefire promise. * Iran closed the strait after Operation Epic Fury began on February 28, affecting oil supplies and global markets. * Only seven ships passed through the strait in the previous 24 hours, with one being an oil tanker. * Iran has threatened to charge tolls for safe passage, but few ships are risking passage. * UAE oil company ADNOC demands Iran open the strait without conditions for energy security.
355. https://www.cnbctv18.com/market/commodities/crude-oil-prices-gain-for-second-day-but-set-for-worst-week-since-june-details-here-19884350.htm - * Oil prices increased in Asia trading on 10 April, marking the second day of gains. * Prices are on track for their worst weekly decline since June last year. * US crude futures trade between $98 and $100, while Brent nears $96. * Prices fell earlier in the week after US President Trump announced a ceasefire. * Supply concerns increased following attacks on Saudi Arabia's energy infrastructure, reducing capacity by around 600,000 barrels per day. * Strikes on the East-West pipeline impacted Saudi exports, affecting crude availability in Asia. * US Vice President JD Vance headed to discuss Strait of Hormuz tensions with Iranian officials.
356. https://www.brecorder.com/news/40415720/iran-to-let-no-more-than-15-vessels-a-day-to-pass-strait - * Iran will permit no more than 15 vessels daily to pass through the Strait of Hormuz, according to an unnamed Iranian source.
357. https://bitcoinworld.co.in/usd-cad-ema-support-iran-talks/ - * The USD/CAD pair maintains support at the 20-day Exponential Moving Average around 1.3650. * The markets are cautious ahead of ongoing US-Iran diplomatic talks, with key milestones approaching. * Technical levels such as the 50-day SMA at 1.3580 and resistance near 1.3750 are monitored. * Oil prices at around $78 per barrel influence USD/CAD, with a strong inverse correlation. * Fundamental factors include US and Canadian economic data, central bank policy divergence, and geopolitical risks. * Market participation shows increased positioning in CAD longs and USD puts, with liquidity patterns affecting trading strategies. * Technical scenarios suggest potential breakouts or breakdowns aligned with geopolitical developments and technical support/resistance levels. * Elevated implied volatility indicates heightened risk, requiring cautious risk management.
358. https://www.tradingview.com/news/te_news:540727:0-oil-set-for-sharp-weekly-drop/ - * WTI crude futures rose above $98 per barrel on Friday, but prices are on track to decline over 10% for the week. * Geopolitical tensions involving Israel, Lebanon, Iran, and US sanctions strained oil supply stability. * US and Iran agreed to a two-week ceasefire, with negotiations scheduled next week. * Saudi Arabia reported a reduction of roughly 600,000 barrels per day in oil production following facility attacks. * Attacks on a major pipeline designed to bypass the Strait of Hormuz were also reported.
359. https://www.channelnewsasia.com/world/saudi-arabia-iran-attacks-affected-oil-production-6047926 - * Saudi Arabia announced that recent attacks by Iran have damaged energy infrastructure and reduced oil production capacity. * The attacks targeted facilities in Riyadh, the Eastern Province, Yanbu, Jubail, Ras Tanura, and other locations. * One Saudi national was killed, and seven others injured; multiple production facilities were disrupted. * The attack on a pipeline station decreased pumping capacity by 700,000 barrels per day. * Overall, Saudi Arabia's production capacity was cut by 1.3 million barrels per day, impacting global oil supply.
360. https://maritime-executive.com/article/after-ceasefire-attacks-on-saudi-pipelines-and-oilfields-cut-production - * Iranian drone strikes caused damage to Saudi oil and gas facilities, reducing oil production by 600,000 barrels per day, and affected refineries in Jubail, Ras Tanura, Yanbu and Riyadh. * The North Dome LNG facilities in Qatar were hit, with two trains taken out of commission for up to five years, impacting about 20% of global LNG supply. * Restart timelines for Qatar's facilities range from one month to 6-9 months, depending on damage severity and ongoing geopolitical negotiations. * The attacks are part of recent hostilities impacting critical oil and gas infrastructure in the Gulf region.
361. https://www.babypips.com/news/daily-forex-financial-market-news-recap-2026-04-09 - * Markets maintained risk-on posture with S&P 500 extending a seven-day winning streak. * US economic data indicated stagflationary signals, weighing on the US dollar. * Oil prices experienced volatility, with WTI crude fluctuating between $89.84 and $95.10. * Gold traded with a bullish bias, settling near $4,769.7, up approximately 1.07%. * US dollar weakened against most major currencies, supported slightly by Japanese yen. * Equities and gold supported by geopolitical and macroeconomic factors; oil prices sensitive to Strait of Hormuz developments. * Market participants awaited upcoming US CPI data, expected to impact Fed policy outlook.
362. https://www.devdiscourse.com/article/headlines/3868733-tensions-surge-over-strait-of-hormuz-control - * Iran's influence on the Strait of Hormuz persists, with a Botswana-flagged LNG tanker changing course under Revolutionary Guard guidance. * Data shows only a small number of ships (12) passing through despite a ceasefire, fewer than the usual daily average. * US President Donald Trump raises concerns about Iran's fees on tankers and the importance of free passage. * The situation reflects ongoing tensions and extractive control issues in the region.
363. https://www.investing.com/news/commodities-news/oil-prices-rise-after-strikes-on-saudi-oil-facilities-4607023 - * Oil prices rose after strikes on Saudi energy infrastructure and ongoing Strait of Hormuz closure. * Brent crude rose 0.87%, and West Texas Intermediate increased 1.06%. * Attacks have reduced Saudi output by 600,000 barrels per day and impaired refining capacity. * Markets remain concerned about supply disruptions amid US-Iran tensions and peace talks in Pakistan. * The conflict started on February 28 with US and Israel air strikes on Iran.
364. https://www.jungewelt.de/artikel/520648.iran-krieg-kein-aufatmen.html - * Proteste in Irland gegen gestiegene Kraftstoffpreise infolge des Iran-Kriegs, mit Einsatz der Armee in Cork und Galway. * Frühe Fischereibeschränkungen in Hongkong aufgrund erhöhter Preise für Fischereibutakel. * Rohstoffpreise wie LDPE steigen deutlich, Bereitstellungsfähigkeit bleibt stabil. * Iran attackiert saudische petrochemische Anlagen nach israelischem Angriff auf iranschen Komplex. * Iranische Revolutionsgarden greifen saudische Industrieanlagen mit Raketen und Drohnen an, beschädigen die Anlagen der petrochemischen Industrie. * Unsicherheiten an den Märkten hinsichtlich künftiger Produktionskapazitäten.
365. https://investinglive.com/commodities/trump-touts-oil-recovery-but-hormuz-chaos-tells-another-story-20260409/ - * Trump stated that oil will 'very quickly' start flowing again, suggesting a near-term normalisation. * Shipping through the Strait of Hormuz remains below normal levels, indicating ongoing disruptions. * Reports of US–Iran talks in Islamabad emerged and were subsequently denied by Iranian media. * Iran's Revolutionary Guard reported no missile launches during the ceasefire period. * Overall, the geopolitical environment remains uncertain with conflicting narratives and fragile ceasefire.
366. https://omanet.om/en/news/economy/stocks-slip-middle-east-oil/ - * Global share markets declined due to Gulf conflict tensions and fractured truce, impacting oil prices and inflation. * Brent crude surged 2.5% to $97.28, US WTI rose 3.3% to $97.55, driven by Middle East developments. * Iranian control over Strait of Hormuz and US military presence escalated conflict risks. * Oil prices remain about 40% above pre-conflict levels, impacting inflation forecasts. * Oman’s economy, reliant on oil exports, faces increased volatility and inflation risk amid geopolitical unrest.
367. https://www.devdiscourse.com/article/headlines/3868733-tensions-surge-over-strait-of-hormuz-control - * Iran's control over the Strait of Hormuz remains firm, with a Botswana-flagged LNG tanker, Nidi, changing course on guidance from the Revolutionary Guard. * Data indicates four tankers and three bulk carriers recently traversed the strait; overall fewer ships are passing compared to peacetime averages. * Over 12 ships have been counted, with some undisclosed vessels potentially making passage. * U.S. President Donald Trump expressed skepticism about the ceasefire's effectiveness and highlighted reports of Iran's alleged fees on passing ships.
368. https://www.businesstoday.com.my/2026/04/10/february-inflation-data-could-see-fed-holding-rates-longer/?utm_source=rss&utm_medium=rss&utm_campaign=february-inflation-data-could-see-fed-holding-rates-longer - - U.S. inflation increased in February, with the PCE Price Index rising by +2.8% year-on-year, potentially influencing the Federal Reserve to keep interest rates steady. - Core PCE inflation declined slightly to +3.0% year-on-year but remains above the Fed’s target, indicating sustained inflation concerns. - Consumer spending grew by +0.5% month-on-month, driven by higher expenditures on goods and services. - The U.S. economy moderated in 4QCY25 at an annualised rate of +0.5%, with a resilient labour market despite signs of economic slowdown. - Rising Middle East tensions are expected to fuel inflation, with some Fed members considering further rate hikes, diminishing prospects for a near-term rate cut.
369. https://www.investing.com/news/commodities-news/oil-prices-rise-after-strikes-on-saudi-oil-facilities-4607023 - * Oil prices increased following attacks on Saudi Arabia's energy infrastructure and ongoing Strait of Hormuz closure. * Brent crude gained 0.87%, WTI rose 1.06%, with prices approaching $97 and $99 per barrel respectively. * Attacks have reduced Saudi output by approximately 600,000 barrels per day. * Market analysts highlight potential for prices to reach $190 a barrel if flow disruptions persist. * Tensions involve US-Iran conflict, peace negotiations in Pakistan, and Iran's possible fees for shipping through the strait.
370. https://www.universalcargo.com/strait-of-hormuz-is-open-but/ - * Iran has declared the Strait of Hormuz open following a two-week ceasefire with the US, but shipping traffic remains below 10% of normal volumes.*" + "* Iran warns of potential mines and demands permission for ships to transit, threatening attack if unauthorized.*" + "* Iran proposes a toll system for passage, suggesting it would charge vessels $2 million and split the fee with Oman.*" + "* Carriers are monitoring transit activity and assessing the situation for future routing and operations.*" + "* Oil prices fell below $100 per barrel after the ceasefire, but freight rates increased due to carriers' surcharges and premiums.
371. https://oilprice.com/Energy/Crude-Oil/Standard-Chartered-Oil-Price-Correction-Is-Likely-Overdone.html - * Oil prices declined significantly since February due to Middle East conflict and Strait of Hormuz disruptions. * Analysts at Standard Chartered believe the correction may be excessive, with potential for prices to spike on escalation reports. * Brent crude is in backwardation; prices are expected to stay $10-20/bbl above pre-conflict levels. * Strait of Hormuz transit remains risky, with ongoing uncertainties over passage fees and safety. * US LNG exports are set to rise, offsetting Middle Eastern gas supply disruptions.
372. https://www.realtor.com/news/real-estate-news/federal-reserve-fomc-minutes-march-2026/ - * Federal Reserve officials discussed the economic impact of the U.S.-Iran war, with concerns about inflation and growth. * The minutes cover the last interest rate meeting of March 17-18, amid the conflict in the Middle East. * Policymakers highlighted risks to inflation and employment, with potential for rate hikes or cuts. * The Fed has kept interest rates in the range of 3.5% to 3.75% since December. * Mortgage rates saw fluctuations, reaching 6.46% last week, influenced by inflation and oil prices.
373. https://www.investing.com/news/economy-news/dollar-set-for-weekly-drop-ahead-of-usiran-peace-talks-4607028 - * The US dollar was set for its largest weekly drop since January amid optimism over a Gulf ceasefire and resumed oil shipping. * Markets are awaiting outcome of US-Iran talks in Islamabad, with potential impacts on the dollar. * The dollar had strengthened in March due to US and Israeli tensions with Iran, but has since begun to unwind. * The euro, Australian dollar, and New Zealand dollar have gained against the dollar this week. * China's yuan has reached its strongest levels since 2023, despite China's status as a major oil importer.
374. https://www.businesstoday.com.my/2026/04/10/oil-holds-gain-after-attacks-lower-saudi-production-capacity/?utm_source=rss&utm_medium=rss&utm_campaign=oil-holds-gain-after-attacks-lower-saudi-production-capacity - * Oil prices rose for a second day amid attacks on energy infrastructure in Saudi Arabia. * Saudi Arabia’s oil production capacity was cut by approximately 600,000 barrels a day. * Attacks on pipeline facilities affected crude export throughput. * The attacks occurred amid geopolitical tensions involving Iran, the US, and Middle East region. * Market focus remains on Strait of Hormuz disruptions affecting global oil flows.
375. https://oilprice.com/Energy/Crude-Oil/Standard-Chartered-Oil-Price-Correction-Is-Likely-Overdone.html - * Oil prices declined significantly since late February due to Middle East conflict, with Brent crude at $95.57/bbl and WTI at $96.99/bbl. * U.S.-Iran ceasefire and ongoing negotiations are influencing prices, with analysts predicting a potential spike. * Oil prices expected to remain $10-20/bbl higher than pre-conflict levels, supported by strategic reserves and logistical issues. * Iran's control over Strait of Hormuz continues to disrupt global oil flow, with stranded vessels and uncertain transit conditions. * LNG markets are coping well, with US export capacity set to more than double by 2028, offsetting Middle East gas supply disruptions.
376. https://elcomercio.pe/mundo/oriente-medio/iran-ataques-de-teheran-redujeron-capacidad-de-produccion-de-arabia-saudita-en-600000-barriles-diarios-estados-unidos-donald-trump-ultimas-noticia/ - * Iranian retaliatory attacks on Saudi Arabian energy facilities cause a reduction of 600,000 barrels per day in Saudi oil output. * The attacks targeted the Manifa and Khurais oil plants, reducing capacity by 300,000 barrels each. * An oil pipeline station attack causes a loss of approximately 700,000 barrels per day. * Several vital energy facilities, including plants and refineries, were targeted, impacting global market supplies. * The attacks resulted in the death of one Saudi citizen and injuries to seven others, affecting export and supply chains.
377. https://www.cnbc.com/2026/04/10/investors-positive-despite-disagreement-over-strait-of-hormuz.html - * Oil surged above $100 due to restricted access through the Strait of Hormuz, despite a US-Iran ceasefire. * The CEO of Abu Dhabi National Oil Co. confirmed the Strait remains closed to shipping traffic. * Iran reportedly plans to charge tolls in cryptocurrency for passage, prompting US criticism. * A Saudi Arabian pipeline to the Red Sea was reportedly attacked by Iran, causing additional oil disruptions. * Governments, including Japan, are considering releasing oil reserves in response. * Geopolitical tensions involve Iran, the US, Israel, Lebanon, and Saudi Arabia. * Separately, major tech companies announced new AI models and initiatives.
378. https://en.yna.co.kr/view/AEN20260410005000315 - *Foreign Minister Cho Hyun met with officials from major South Korean oil refiners in Seoul.* *Discussions focused on replacing Middle East oil supplies due to Strait of Hormuz blockage amid Middle East conflict.* *Refiners proposed government support for diplomatic efforts and real-time market regulation information.* *Cho stated overseas diplomatic efforts are ongoing to secure oil exports.*
379. https://crypto.news/us-inflation-march-cpi-could-be-worst-since-2024/ - * The US Bureau of Labor Statistics to release March CPI data on April 10, forecasting a sharp increase driven by energy prices. * Economists predict a monthly CPI rise of around 0.9% and a year-over-year increase above 3%, influenced by the Iran war. * The report could mark the largest one-month fuel cost jump since at least 1957 and signal potential inflation regime change. * Federal Reserve is expected to hold interest rates steady at 3.50-3.75%, but rising inflation could influence future policy. * The energy-driven inflation surge affects transportation, manufacturing, and utility costs, impacting consumer budgets and financial markets.
380. https://www.fxstreet.com/news/wti-holds-steady-above-9200-as-strait-of-hormuz-remains-closed-bulls-seem-hesitant-202604100116 - * West Texas Intermediate (WTI) trades above $92, with a 0.25% increase, amid tensions in the Strait of Hormuz. * Israeli Prime Minister Netanyahu plans direct negotiations with Lebanon, while Israeli attacks continue targeting Hezbollah. * Iran halts shipping through the Strait of Hormuz in response to Israeli strikes, escalating tensions. * US President Trump criticises Iran’s handling of oil transit and warns of renewed strikes if the Iran deal fails. * Market focus shifts to US inflation data and Federal Reserve policy expectations, influencing oil prices and the US dollar. * Despite stability above $92, WTI faces potential weekly losses due to geopolitical risks.
381. https://ekbis.sindonews.com/read/1694859/34/raksasa-migas-as-tumbang-rugi-miliaran-dolar-akibat-perang-iran-produksi-anjlok-1775779467 - * ExxonMobil and Chevron report significant declines in oil and gas production due to conflicts in the Middle East. * ExxonMobil warns of potential losses up to USD 6.5 billion and a 6% decline in global production in Q1 2026. * Main causes include attacks on energy facilities in Qatar and the UAE, where Exxon holds significant stakes. * Damage to LNG facilities in Qatar contributes to operational disruptions. * The conflicts involve US and Israel against Iran, impacting assets linked to Western countries.
382. https://www.asiaone.com/money/imfs-georgieva-expects-war-trigger-demand-64b-fund-support?utm_source=a1home&utm_medium=referral&utm_campaign=utm_checking&utm_content=col01 - * IMF chief Georgieva forecasts demand for IMF financial support to rise to between US$20 billion and US$50 billion due to spillovers from the Middle East war.* The war, which started on 28 February, has caused a supply shock with oil and liquefied natural gas prices soaring, impacting global energy markets.* The conflict has led the IMF to cut its global growth forecast, citing slower growth and increased risks for member countries.* Disruptions include oil refinery shutdowns, supply shortages, food insecurity affecting over 360 million people, and supply chain issues.* The IMF plans to release new global economic scenarios next week and has increased inflation forecasts, while emphasising the importance of coordinated global response.
383. https://www.visiontimes.com/2026/04/09/iran-claims-strait-of-hormuz-closure-as-white-house-rejects-report.html - * Iranian state media reported Iran decided to close the Strait of Hormuz due to Israeli strikes against Hezbollah in Lebanon on April 8. * White House officials dismissed the claim, stating traffic through the strait has increased and calling the Iranian statement untrue. * Iranian media claimed oil tankers had stopped transiting the strait; maritime warnings were issued by IRGC Navy. * Iran submitted a revised negotiation proposal, rejected its initial 10-point plan, and stated the US did not accept Iran’s conditions. * Disagreements exist over the scope of a ceasefire in Lebanon, with Trump stating Israel’s strikes are separate from the ceasefire agreement.
384. https://thesun.ng/24bn-exxonmobil-investment-to-rejuvenate-nigerias-deepwater-sector/ - * ExxonMobil plans to invest up to $24 billion into Nigeria’s deepwater oil and gas sector. * The investments include the Owowo project, valued between $7 billion and $8 billion, with a final decision expected next year. * Potential new wells in the Usan field and development of the Bosi oil and gas field could attract an additional $15–$16 billion. * The announcement was made during a visit to the Nigerian Upstream Petroleum Regulatory Commission in Abuja. * ExxonMobil's commitment signals a renewed focus on Nigeria’s deepwater sector and long-term development.
385. https://www.visiontimes.com/2026/04/09/general-dan-caine-says-us-forces-remain-on-highest-alert-in-gulf-region.html - * U.S. military forces in the Persian Gulf are at the highest readiness level, with no reductions despite a ceasefire with Iran. * Caine claimed U.S. tactical victories against Iran, including destruction of air defence and naval assets. * Disputes over Strait of Hormuz navigation rights remain unresolved, with Iran proposing a transit fee bill. * Iran has carried out attacks on Saudi Arabia’s oil infrastructure, despite ceasefire efforts. * The US continues increasing troop deployment in the Middle East, with over 50,000 troops stationed and new deployments ongoing. * The remarks emphasise US military preparedness and strategic dominance in the region.
386. https://www.business-standard.com/blueprint-defence-magazine/photostory/conflict-zone-us-israel-iran-126040900800_1.html - * The conflict involves the United States, Israel, and Iran, escalating into a war across West Asia. * The US Navy transferred a beyond-visual-range air-to-air missile on the USS Gerald R Ford. * The operation is directed against Iran from an undisclosed location. * The conflict features modern weaponry, including artificial intelligence-powered drones and precision-strike missiles. * Technology innovation plays a key role in the conflict's evolution.
387. https://pmnewsnigeria.com/2026/04/10/how-we-unlocked-10bn-upstream-investment-nuprc-boss-eyesan/ - * Nigerian Upstream Petroleum Regulatory Commission (NUPRC) explained how reforms unlocked over $10 billion in upstream investment.* The reforms included gazetting 19 regulations, streamlining licensing, and implementing fiscal incentives.* Key projects like Bonga North, Ubeta, and HI developments advanced due to these reforms.* Digitalisation and innovative technologies improved efficiency and transparency.* The reforms aimed to enhance Nigeria's oil and gas sector competitiveness and investor confidence.
388. https://www.business-standard.com/blueprint-defence-magazine/opinion/the-west-asia-crisis-hits-home-126040700560_1.html - * The 2026 war against Iran began on February 28 with US and Israel joint airstrikes targeting Iranian leadership and infrastructure. * Key Iranian leadership, including Ayatollah Khamenei, was killed; subsequent strikes targeted other senior officials. * The conflict involves retaliation, proxy escalations, and threats to Gulf states, with casualties in the thousands on Iran's side. * The war has significantly impacted global energy security, especially through disruption of the Strait of Hormuz. * India faces strategic vulnerabilities due to dependence on Gulf energy and potential economic impacts from the conflict.
389. https://www.business-standard.com/world-news/saudi-arabia-acknowledges-widespread-damage-to-energy-sector-during-war-126041000038_1.html - * Saudi Arabia's energy sector suffered damage to oil output and exports, with strikes on production, transport, refining sites, and petrochemical facilities in Riyadh, Eastern Province, and Yanbu. * The attacks targeted sites including the East-West Pipeline, Manifa, Khurais, and major refineries like SATORP, Ras Tanura, and SAMREF. * The damages reduced oil throughput by approximately 1.3 million barrels per day and disrupted exports of liquefied petroleum gas and natural gas liquids. * Saudi casualties included one citizen killed and seven wounded. * The statement did not specify when the attacks occurred or attribute responsibility.
390. https://www.actionforex.com/contributors/fundamental-analysis/636295-us-cpi-preview-us-dollar-index-dxy-at-a-critical-crossroads-ahead-of-looming-cpi-spike/ - * The US Dollar Index (DXY) is at a technical crossroads, with a potential retest of support and resistance levels. * Market anticipates a 1.0% surge in March CPI, driven mainly by energy prices, with a two-year high forecasted. * The ongoing geopolitical tension, especially the Strait of Hormuz closure, presents upside risks to inflation. * Technical indicators suggest a possible trend reversal if the DXY closes below support levels. * Inflation data and CPI release may influence USD trajectory amid risk-off/risk-on sentiment dynamics.
391. https://www.business-standard.com/world-news/iran-s-irgc-denies-attacking-persian-gulf-states-blames-us-israel-126041000077_1.html - • Iran's Revolutionary Guard denies launching attacks on Persian Gulf states, attributing media reports to US and Israel. • Kuwait accuses Iran and proxies of drone attacks despite Iran's denial. • Saudi Arabia reports damage to a key pipeline from a recent attack. • The incidents occur ahead of planned US-Iran talks on Saturday in Islamabad. • The Iran war involves attacks on civilian targets and threats to vital oil infrastructure.
392. https://www.business-standard.com/world-news/they-better-stop-trump-warns-iran-on-charging-tankers-passing-via-hormuz-126041000054_1.html - - US President Donald Trump warned Iran against charging fees to tankers passing through the Strait of Hormuz, citing reports and tensions. - The warning indicates concerns over Iran's actions and their impact on oil transit and regional stability. - The geopolitical dispute contributes to fragile ceasefire agreements and ongoing diplomatic tensions in the Middle East. - Israeli Prime Minister Benjamin Netanyahu declared there is 'no ceasefire in Lebanon' and outlined plans for negotiations and disarmament efforts against Hezbollah. - The events reflect heightened tensions and complex diplomatic disputes involving Iran, Israel, Lebanon, and the US.
393. https://businessday.ng/news/article/terrorists-kill-army-general-24-others-in-renewed-attacks-on-kebbi-borno/ - * Nigerian Army Brigadier General and at least 24 others killed in coordinated terrorist attacks in Borno and Kebbi states. * A military engagement in Borno involved insurgents overpowering a military installation and setting hardware ablaze. * Suspected Mamudawa terror group launched a pre-dawn raid on Debe community in Kebbi State, killing civilians and destroying property. * Attackers targeted religious and social groups, burning the Catholic church and several shops, with many residents fleeing. * Security forces deployed to restore calm and prevent further attacks across affected communities.
394. https://www.visiontimes.com/2026/04/09/iran-claims-strait-of-hormuz-closure-as-white-house-rejects-report.html - * Iran state media reports that Iran decided to close the Strait of Hormuz due to Israel's strikes against Hezbollah in Lebanon. * US White House officials deny the closure, stating traffic through the strait has increased. * Iranian media claims oil tankers stopped transiting the strait; IRGC Navy issues warnings to vessels. * Iran submitted a revised negotiation proposal, rejected by the US which maintains its own conditions. * Disagreements over Lebanon ceasefire scope; Trump states Israel's strikes are not part of the ceasefire deal.
395. https://www.business-standard.com/blueprint-defence-magazine/opinion/the-west-asia-crisis-hits-home-126040700560_1.html - * The 2026 war against Iran began on February 28 with US and Israeli airstrikes targeting Iranian leadership and facilities. * The conflict involves intense US-Israeli strikes, Iranian missile retaliations, proxy escalations, and threats to Gulf states. * Energy sector disruption includes damage to Iranian energy infrastructure and threats to the Strait of Hormuz, affecting global oil supplies. * India faces significant economic impact due to dependence on Gulf oil and natural gas, with risks of higher fuel costs and economic slowdown. * The geopolitical fallout could reshape West Asia, influencing regional stability, security, and India's strategic relationships.
396. https://www.business-standard.com/world-news/saudi-arabia-acknowledges-widespread-damage-to-energy-sector-during-war-126041000038_1.html - * Saudi Arabia's energy ministry reports damage to oil output and exports due to strikes on production, transport, and refining sites. * Damage includes hits on facilities in Riyadh, Eastern Province, Yanbu, and pipelines, reducing oil throughput. * Outages at Manifa and Khurais decreased output by 1.3 million barrels per day. * Fires disrupted exports of liquefied petroleum gas and natural gas liquids at major refineries such as Ju'aymah. * No responsibility was attributed for the attacks, and timing remains unspecified.
397. https://www.business-standard.com/world-news/iran-s-irgc-denies-attacking-persian-gulf-states-blames-us-israel-126041000077_1.html - * Iran's Revolutionary Guard denies launching attacks on Persian Gulf states. * Kuwait accuses Iran and proxies of drone attacks, despite ceasefire. * Saudi Arabia reports damage to key pipeline from recent attack. * Incidents occur amidst upcoming US-Iran talks in Islamabad. * Iran blames Israel and the US for media reports of attacks.
398. https://www.business-standard.com/world-news/they-better-stop-trump-warns-iran-on-charging-tankers-passing-via-hormuz-126041000054_1.html - * US President Donald Trump warned Iran against charging fees to tankers passing through the Strait of Hormuz. * Trump made the statement on Truth Social, citing reports and criticising Iran's handling of oil shipments. * The warning risks jeopardising the fragile ceasefire amid ongoing diplomatic tensions between the US, Iran, and Lebanon. * The situation involves broader regional security concerns, with Israel and Lebanon also engaged in conflict dynamics. * The incident affects the security and stability of strategic oil transit routes in the Gulf region.
399. https://www.business-standard.com/world-news/kuwait-claims-attack-by-iran-saudi-says-pipeline-damaged-despite-ceasefire-126041000069_1.html - * Kuwait's foreign ministry accused Iran and proxies of launching drone attacks targeting vital Kuwaiti facilities. * Saudi Arabia reported damage to its East-West pipeline caused by recent attacks. * Attacks occurred despite a two-week ceasefire in the Iran war. * Israel and Lebanon were in negotiations facilitated by the US to disarm Hezbollah. * US President Trump expressed concerns over Iran's actions in the Strait of Hormuz. * The ceasefire has halted Iran's missile and drone attacks on Gulf Arab neighbours and Israel. * Israel and Lebanon's planned peace talks are aimed at addressing long-standing hostilities and Hezbollah presence.
400. https://www.business-standard.com/world-news/limited-tanker-movement-seen-in-strait-of-hormuz-amid-iran-s-tight-control-126041000079_1.html - • Iran's control of the Strait of Hormuz limits tanker movement, with a liquified natural gas tanker turning back after attempting to pass. • Since the ceasefire, at least 12 ships have crossed the strait, though fewer than pre-conflict levels. • US President Donald Trump questioned Iran's actions and the effectiveness of the ceasefire, criticising Iran for charging tolls and controlling the waterway. • The White House supports reopening the strait under the ceasefire deal, opposing Iran's toll charges.
401. https://bitcoinworld.co.in/pound-sterling-slips-us-dollar-rally/ - * The Pound Sterling faced significant downside pressure due to increased market risk aversion and a surge in US dollar demand. * Sterling fell over 0.8% against the USD, touching a three-week low, amid risk-off sentiment driven by Chinese economic data, geopolitical tensions, and Federal Reserve rhetoric. * The US Dollar Index rose by 0.7% to a one-month high; its strength is attributed to US economic resilience, monetary policy divergence, and a safe-haven demand. * Technical analysis shows GBP/USD broke below the 50-day moving average, with key support near 1.2500, indicating a potential bearish shift. * Future UK and US economic data, including inflation and payrolls, will influence currency trajectories and policy outlooks.
402. https://www.business-standard.com/world-news/kuwait-claims-attack-by-iran-saudi-says-pipeline-damaged-despite-ceasefire-126041000069_1.html - * Kuwait's foreign ministry accused Iran and proxies of launching drone attacks targeting vital facilities Thursday night. * Saudi Arabia reported damages to its East-West pipeline, which carries oil to the Red Sea. * The attacks occurred despite a ceasefire in the Iran war, with tensions over the Strait of Hormuz. * Israel authorised direct negotiations with Lebanon to disarm Hezbollah, with talks expected in Washington. * US President Trump criticised Iran's handling of the Strait of Hormuz and doubted the ceasefire's effectiveness. * The ceasefire temporarily halted Iran's missile and drone attacks, with no new launches reported. * Iran stated that accepting the ceasefire is to solidify its victories amid ongoing tensions and disputes.
403. https://www.trend.az/iran/4173147.html - * Iranian Parliament Speaker Mohammad Bagher Ghalibaf and Foreign Minister Abbas Araghchi arrived in Islamabad for talks with the United States. * The negotiations are scheduled for April 11, with the American delegation expected to be led by Vice President J.D. Vance. * The article also reports recent US-Israel military strikes on Iran and Iran's retaliatory missile attacks across multiple Middle Eastern countries. * The conflict has threatened regional energy infrastructure and maritime shipping, leading to a rise in global oil prices due to security tensions in the Strait of Hormuz.
404. https://zn.ua/usa/eto-ne-to-o-chem-my-dohovarivalis-tramp-snova-uhrozhaet-iranu.html - * Trump demands Iran cease levying fees on ships in the Strait of Hormuz, accusing Tehran of breaching a two-week ceasefire agreement. * Trump warns Iran to stop imposing charges, citing violations of transit conditions. * He criticises Iran’s handling of oil passage, calling it 'shameful' and urges quick resumption of oil shipments. * Iran previously threatened movement restrictions in the Strait in response to Israeli strikes. * US seeks European support for maritime security in the Strait post-Iranian conflict.
405. https://www.fxstreet.com/news/wti-holds-steady-above-9200-as-strait-of-hormuz-remains-closed-bulls-seem-hesitant-202604100116 - * WTI – the US Crude Oil benchmark – trades just above $92, with a modest upward bias, amid ongoing Middle East tensions and diplomatic developments. * Israeli Prime Minister Netanyahu announces plans to initiate direct negotiations with Lebanon, while continuing attacks on Hezbollah. * Iran halts shipping in the Strait of Hormuz following Israeli actions in Lebanon, raising supply concerns. * US President Trump criticises Iran’s handling of the Strait and warns of renewed strikes, increasing escalation risks. * Crude prices are on track for significant weekly losses despite geopolitical tensions and imminent US inflation data.
406. https://www.viva.co.id/bisnis/1890970-harga-minyak-dunia-naik-lagi-tembus-us98-per-barel-gegara-ketegangan-selat-hormuz-memanas - * Global oil prices increased on 10 April 2026 amid rising tensions between US and Iran around the Strait of Hormuz. * The Strait of Hormuz, which transports around 20% of global oil consumption, remains disrupted despite a ceasefire agreement. * US President Donald Trump warned Iran against hindering tanker traffic, threatening military action if necessary. * Attacks on Saudi energy infrastructure decreased daily oil production by approximately 1.3 million barrels. * Supply disruptions added to market concerns over global oil availability.
407. https://filipinotimes.net/global-news/2026/04/10/attacks-on-saudi-energy-sites-cut-oil-output-threaten-global-supply/ - * Attacks on energy facilities in Saudi Arabia reduced oil production by around 600,000 barrels per day and pipeline flow by about 700,000 barrels per day, according to the Saudi energy ministry. * Strikes disrupted operations at major oil, gas, refining, petrochemical, and power facilities in Riyadh, Eastern Province, and Yanbu. * One security force member was killed, and seven employees wounded; responsible actors unidentified. * Attacks targeted key sites including the East-West pipeline, Manifa oilfield, Khurais oil field, and major refineries. * The disruption heightens fears of tighter global oil supplies and rising prices, risking increased volatility in energy markets.
408. https://www.dailyfinland.fi/worldwide/48721/Iran-warns-US-against-letting-Netanyahu-kill-diplomacy - * Iranian Foreign Minister Seyed Abbas Araghchi warned the US against letting Netanyahu 'kill diplomacy'.* * Iran's Parliament Speaker Qalibaf stated Lebanon is part of the ceasefire. * Fighting continues in Lebanon with Israeli strikes causing over 300 deaths. * US threatened Iran over tanker transit fees through the Strait of Hormuz. * Iran declared a 'decisive victory' in the war against US and Israel, planning to control Strait of Hormuz. * Attacks have halted operations at Saudi energy facilities. * The conflict involves multiple nations and impacts regional and global energy security.
409. https://www.dailyfinland.fi/worldwide/48726/US-issues-%C2%B4ultimatum%C2%B4-to-European-allies-over-Hormuz - * US demands European commitments to deploying military capabilities to Strait of Hormuz within days.* NATO Secretary-General Rutte conveyed Washington's expectations during a visit to Washington.* Trump expressed disappointment with NATO allies over Iran conflict and seeks coalition escorting vessels.* Germany states it will contribute to ensuring free navigation but distances itself from military intervention.* Trump is categorising European allies based on support for US Iran war, with possible troop withdrawals.* The conflict in Iran and the Strait of Hormuz affects global oil flows and prices.
410. https://japan-forward.com/release-extra-oil-reserves-may-takaichi/ - * Japan plans to release additional oil reserves equivalent to about 20 days' supply in early May, due to ongoing Middle East disruptions. * The initial release began in mid-March, covering approximately 50 days' supply, including national reserves, private stocks, and joint stockpiling. * Japan expects its oil supply to remain secure through early 2027 and aims to diversify procurement sources, increasing imports from the US and Middle Eastern suppliers outside Strait of Hormuz routes. * The announcement was made following a ministerial meeting on Middle East tensions, with concerns about the Strait of Hormuz impacting oil supply stability.
411. https://newtalk.tw/news/view/2026-04-10/1028999 - * US President Donald Trump calls for Iran to cease collecting fees from oil tankers passing through the Strait of Hormuz, citing potential economic benefits. * Iran's oil and gas industry suggests demanding payments in cryptocurrencies during a two-week ceasefire. * The Strait of Hormuz is a critical global energy route, cut off by ongoing conflicts and military actions. * Recent attacks by the US and Israel on Iran have led to significant global energy disruptions and oil price surges. * The Strait's shipping activity remains well below normal levels due to war and strategic tensions.
412. https://www.nzz.ch/pro/energie-als-geopolitische-waffe-erneut-wird-deutlich-wie-verletzlich-europa-ist-ld.1931825 - * European refineries are heavily dependent on Middle Eastern oil, particularly for jet fuel. * Disruptions in Middle Eastern oil supply, such as conflicts in the Gulf region, impact European fuel availability. * Complex refineries process specific oil types; switching between oil grades involves extensive modifications. * The reduction in European refinery capacity complicates response to supply interruptions. * Regional conflicts and damaged infrastructure in the Middle East pose risks to global oil markets.
413. https://newtalk.tw/news/view/2026-04-10/1029040 - * Iran launched an attack on Saudi Arabia's vital oil transportation infrastructure hours before a ceasefire agreement, causing a loss of about 700,000 barrels of crude oil per day and a decrease of approximately 600,000 barrels in daily production.
414. https://thefrontierpost.com/kuwait-accuses-iran-and-proxies-of-drone-attacks-despite-a-two-week-ceasefire/ - * Kuwait accused Iran and its proxies of launching drone attacks on vital facilities despite a two-week ceasefire. * The drone attacks struck Kuwaiti facilities on Thursday night. * Kuwait's Foreign Ministry highlighted ongoing attacks amid planned US-Iran talks. * Bahrain’s Defense Force reported Iranian terrorist attacks with 191 missiles and 515 drones launched since February 28. * UAE’s air defences detected no attacks on the day described, intercepting numerous missiles and drones since February 28. * The attacks have resulted in 10 deaths and 224 injuries since February 28.
415. https://filipinotimes.net/global-news/2026/04/10/attacks-on-saudi-energy-sites-cut-oil-output-threaten-global-supply/ - * Attacks on key energy facilities in Saudi Arabia reduced oil production by around 600,000 barrels per day and pipelines by about 700,000 barrels per day. * Disrupted operations at major oil, gas, refining, petrochemical, and power facilities in Riyadh, Eastern Province, and Yanbu. * A Saudi energy worker was killed, and seven wounded; attacks followed escalations related to Iran. * Damage included a pumping station and oil fields, impacting exports and production. * The attacks increased fears of tighter global oil supplies and rising prices, risking energy security.
416. https://blockonomi.com/crude-oil-surges-past-100-amid-hormuz-strait-closure-and-crumbling-us-iran-truce/ - * Oil prices surged above $100 for WTI and near $99 for Brent following signals of ceasefire breakdown between US and Iran. * Only four vessels passed through the Strait of Hormuz on Wednesday, below normal levels, due to Iranian toll implementation. * Iran announced restrictions and tolls, transforming the Strait into a regulated toll passage, impacting global oil supply. * US officials threatened military response if the blockade continues, with potential for prices to rise further. * Market projections anticipate a gradual normalisation of energy shipments within a month, with significant upside risks if escalation persists.
417. https://newtalk.tw/news/view/2026-04-10/1028999 - * US and Israel launched large-scale airstrikes against Iran on February 28th. * Iran may seek to charge tolls on ships passing through Hormuz Strait, with plans to accept cryptocurrency payments. * US President Donald Trump urged Iran to immediately stop collecting fees, indicating a temporary pause in attacks. * The conflict has caused a significant disruption in global energy supplies, with oil prices soaring. * Hormuz Strait remains heavily restricted, with shipping volume below 10% of normal amid war and ceasefire efforts.
418. https://oilprice.com/Latest-Energy-News/World-News/Traders-and-Refiners-Book-Ships-to-Load-Middle-East-Oil-on-Hormuz-Hope.html - * The Taiwanese state refiner CPC has booked a tanker to load 2 million barrels of crude from the Middle East and bring it to Taiwan. * Glencore has booked the Asian Lion supertanker to travel to the Middle East and load crude. * The bookings indicate hopes for re-opening of the Strait of Hormuz after the US-Iran ceasefire announcement. * The Strait of Hormuz is reported to be closed again following attacks on Lebanon, but US officials deny this. * Maritime authorities state the Strait remains in a supervised pause with no confirmed reopening.
419. https://newtalk.tw/news/view/2026-04-10/1029040 - * Iran launched attacks causing damage to key Saudi oil facilities, disrupting daily oil output by approximately 700,000 barrels and reducing total production by 600,000 barrels. * The attack led to the shutdown of the last oil transit route connecting the Persian Gulf and Red Sea, a critical alternative route with a capacity of 7 million barrels per day. * Israel conducted airstrikes on the China-backed China-Iran railway, a strategic project set to open in June 2025, aimed at transporting Iranian oil directly to China. * Iran condemned Israel’s actions, responded with drone attacks on Saudi energy facilities, and suspended Hormuz Strait shipping amid ongoing conflict. * Qatar announced a suspension of its LNG contracts until May 2026 due to force majeure, affecting multiple countries including China. * Iran warned of retaliatory measures against Israel in Lebanon, escalating regional tensions and impact on energy markets.
420. https://thefrontierpost.com/trump-says-iran-doing-very-poor-job-of-allowing-oil-through-the-strait-of-hormuz/ - * US President Donald Trump stated Iran is doing a poor job of allowing oil passage through the Strait of Hormuz. * He criticised Iran for charging fees to tankers and warned of potential US action. * Israel and Lebanon are engaging in direct negotiations to disarm Hezbollah and establish relations. * The ceasefire between Iran and the US has halted missile and drone attacks, though tensions remain. * Iran's government claims the ceasefire is to reinforce their victories; Iran's parliament warns of retaliation against Israeli attacks.
421. https://virginiabusiness.com/oil-prices-rise-middle-east-ceasefire-hormuz-risks/ - * Oil prices rose over 3% on Thursday, with Brent crude up 3.6% to $98.16 a barrel and WTI crude up 5% to $99.15 a barrel. * The increase followed doubts over a fragile two-week ceasefire and concerns about supply disruptions through the Strait of Hormuz. * The Strait of Hormuz, carrying about 20% of global oil and gas supply, remains under threat, with limited recent ship movement despite the ceasefire. * Iran has issued maps to guide ships around mines, but regional threats persist, affecting shipping and insurance premiums. * Goldman Sachs lowered its oil price forecasts for Q2 2026 to $90 (Brent) and $87 (WTI).
422. https://blockonomi.com/crude-oil-surges-past-100-amid-hormuz-strait-closure-and-crumbling-us-iran-truce/ - * Crude prices, Brent at approximately $99 and WTI over $100, surged following signals that US-Iran ceasefire is unraveling. * Only four vessels passed through the Strait of Hormuz on Wednesday, below normal levels. * Iran declared it will limit daily crossings and implement tolls, transforming the Strait into a regulated channel. * Iran accused the US of breaching ceasefire terms; Israel conducted over 100 strikes in Lebanon. * US threatened military response if the strait remains closed; estimates suggest prolonged closure could significantly raise prices. * Major banks forecast Brent at $80 by Q4, with potential upside if blockade persists or fails to resolve.
423. https://www.marketbeat.com/instant-alerts/exxon-mobil-nysexom-given-new-17000-price-target-at-jpmorgan-chase-co-2026-04-09/ - * JPMorgan Chase & Co. increased its price target on Exxon Mobil from $140 to $170. * Several other brokerages also raised their price targets and maintained positive ratings. * Exxon Mobil's stock traded down $1.23 to $154.99 amid recent market activity. * The company plans scheduled refinery overhauls at Beaumont, TX, this spring and year-end. * Market reactions included declines on oil-price expectations and operational impacts from Middle East conflicts.
424. https://www.businessreport.com/article/big-oils-war-windfall-undercut-by-supply-shocks-and-shutdowns - * Surging oil prices tied to the Iran conflict impact major energy companies. * ExxonMobil and Chevron experienced a 6% drop in global production in Q1. * Shell’s gas output declined amid shipping route shutdowns through the Strait of Hormuz. * Oil price spikes caused billions in accounting losses related to hedging. * Infrastructure damage and trade bottlenecks increased operational complexity. * Industry faces volatility amid geopolitical shocks and ongoing instability in the Middle East.
425. https://www.notiziegeopolitiche.net/arabia-saudita-interrotte-attivita-in-diversi-impianti-energetici-a-seguito-dei-recenti-attacchi/?utm_source=rss&utm_medium=rss&utm_campaign=arabia-saudita-interrotte-attivita-in-diversi-impianti-energetici-a-seguito-dei-recenti-attacchi - • Official sources in Saudi Arabia's Ministry of Energy reported attacks on key energy infrastructure. • Attacks targeted oil and gas production, transport, refining, and electrical sectors in Riyadh, Yanbu, and other regions. • Interruption of processes at major facilities, including the East-West oil pipeline and refineries at Manifa, Khurais, Jubail, Ras Tanura, and Yanbu. • Loss of approximately 700,000 barrels per day (bpd) from the oil pipeline and 600,000 bpd total reduction in refinery capacity. • Impact on global crude supply, export capacity, and increased market volatility. • Incidents caused fatalities and injuries among Saudi workers, affecting global energy supplies.
426. https://www.brusselstimes.com/eu-affairs/2070022/eu-weighs-middle-east-crisis-risks-as-oil-markets-face-uncertain-future - * Representatives from the European Commission, EU countries, and industry review the EU’s oil supply amid ongoing Middle East crisis disruptions. * Oil supplies remain stable, but prices fluctuate globally, with ongoing uncertainties about the conflict's duration. * EU energy ministers held an extraordinary meeting on 31 March to discuss oil stocks and market conditions. * The European Commission plans to develop a "Toolbox" to address supply disruptions and continue market assessments.
427. https://timeskuwait.com/attacks-on-saudi-energy-facilities-disrupt-output-leave-one-dead/ - • Multiple attacks on Saudi energy facilities target oil, gas, transportation, refining, petrochemical, and electricity infrastructure in Riyadh, Eastern Province, and Yanbu. • One Saudi national employee was killed, seven injured. • Attacks disrupted operational processes, including the East-West pipeline, reducing global market supply by approximately 700,000 barrels per day. • Manifa oil field output decreased by about 300,000 barrels per day, Khurais oil field by 300,000 barrels per day, totaling a 600,000 barrels per day reduction. • Refining facilities including SATORP, Ras Tanura, and Riyadh refinery were targeted, affecting LPG exports. • Continued attacks threaten supply shortages and increase oil market volatility.
428. https://www.indiavision.com/business/iran-attacks-on-crucial-saudi-pipeline-and-production-facilities-slash-kingdoms-oil-output/601377/ - * Saudi Arabia experiences a significant reduction in oil production following attacks on infrastructure * Critical pipeline and processing facilities sustain damage, impacting output * Attacks occur amid regional tensions and previous maritime incidents * Saudi authorities assess damage and aim to restore supply; markets anticipate rising prices * Immediate implications include supply tightening and market volatility
429. https://boereport.com/2026/04/09/us-solicits-proposals-for-30-million-barrels-of-spr-oil/ - * The US Government announced a proposal to loan up to 30 million barrels of crude oil from the West Hackberry SPR site. * The offer is part of the third solicitation since fuel prices spiked due to the US-Israeli conflict with Iran. * Proposals are accepted until 11 a.m. Central Time on 13 April. * The US is releasing oil following an agreement with 32 countries in the International Energy Agency to release a total of 400 million barrels. * The release is in the form of loans with a future return of extra barrels, aimed at market stability and without cost to taxpayers.
430. https://www.rigzone.com/news/wire/crude_climbs_as_hormuz_disruptions_persist-09-apr-2026-183418-article/?rss=true - * Oil prices rose amid fears of continued disruptions in Middle Eastern flows due to attacks on infrastructure and Strait of Hormuz closures. * Saudi Arabia and Kuwait reported reduced oil output linked to attacks and drone interceptions. * Oil benchmarks increased by approximately $2, with WTI near $98 and Brent just below $96. * The Strait of Hormuz remains largely blocked, causing the largest-ever oil market supply disruption. * Physical market prices for crude in the North Sea reached nearly $132 a barrel amid ongoing tensions.
431. https://investinglive.com/commodities/massive-dos-bocas-fire-adds-refining-risk-mexicos-flagship-refinery-stays-below-capacity-20260409/ - * A major fire occurred at Mexico’s Dos Bocas refinery, a key Pemex asset, raising refining and fuel-security concerns. * The refinery's capacity is about 340,000 bpd, but recent throughput has been around 205,000 bpd. * The fire impacts regional fuel supply and refining margins, without significantly affecting global crude supply. * The incident highlights vulnerabilities in Mexico's refining capacity amid ongoing geopolitical energy risks. * Dos Bocas, also known as Olmeca refinery, is central to Mexico’s goal of fuel self-sufficiency, but has struggled to operate at full capacity.
432. https://www.cnbctv18.com/market/commodities/crude-oil-prices-gain-for-second-day-but-set-for-worst-week-since-june-details-here-19884350.htm - * Oil prices gained for the second consecutive day on 10 April, but are on track for their worst week since June last year. * WTI traded between $98 to $100, while Brent closed near $96, briefly testing $100. * Prices fell over 10% for the week following a sharp decline earlier due to US President Trump's ceasefire announcement. * Saudi Arabia's oil production capacity has been cut by around 600,000 barrels per day due to attacks on energy infrastructure. * Strikes on the East-West pipeline affected crude exports and supply routes, increasing supply risks and affecting crude availability in Asia.
433. https://www.viva.co.id/bisnis/1890970-harga-minyak-dunia-naik-lagi-tembus-us98-per-barel-gegara-ketegangan-selat-hormuz-memanas - * Global oil prices increase on 10 April 2026 amid rising tensions between US and Iran over Selat Hormuz. * US and Iran conflict, despite a ceasefire, impacts global supply chains; 20% of world oil passes through Selat Hormuz. * US President Donald Trump warns Iran against blocking tanker traffic; threatens extreme measures. * Attacks on Saudi energy infrastructure reduce oil output and disrupt exports, adding to supply concerns. * Market remains cautious due to geopolitical tensions affecting long-term oil demand and near-term supply.
434. https://energynow.com/2026/04/iran-war-raises-demand-for-us-fuel-boosting-gulf-coast-refining-margins/ - * Disruptions to Middle Eastern oil flows from Iran war increase demand for US fuel exports. * US Gulf Coast refiners see strongest margins in years, benefiting from global fuel shortfalls. * US refiners are less reliant on Middle Eastern crude; major players include Marathon Petroleum, Phillips 66, Valero Energy, and PBF Energy. * US refinery utilisation increased to nearly 92% last month; Gulf Coast above 95%. * US refined products exports hit record in March, boosting refining margins and domestic fuel prices. * Diesel and jet fuel markets most affected due to Middle East key supplier role. * US ultra-low sulfur diesel futures at over $72 per barrel premium; gasoline futures at near $26 premium. * Rising crude costs challenge US refiners despite export-driven profit boost.
435. https://www.investing.com/news/commodities-news/oil-prices-rise-after-strikes-on-saudi-oil-facilities-4607023 - * Oil prices increased following attacks on Saudi energy infrastructure and ongoing Strait of Hormuz closure. * Brent crude rose to $96.75 and WTI to $98.91 per barrel on April 10. * Attacks have cut Saudi output by around 600,000 bpd and reduced throughput on East-West Pipeline by 700,000 bpd. * Damage to Gulf infrastructure assets and offline refining capacity have been reported. * The conflict's escalation shifts market outlook towards a supply shock.
436. https://www.yucatan.com.mx/mexico/2026/04/09/incendio-en-dos-bocas-cuarto-incidente-en-un-mes-pemex-activa-emergencia.html - * Nuevo incendio en la refinería Olmeca Dos Bocas, en Tabasco, ocurrió en una bodega de coque y activó emergencias. * Es el cuarto incidente en 23 días, tras varios derrames y otros incendios. * Personal especializado y brigadas trabajan en el control del fuego; no hay heridos. * El incidente genera preocupación local y nacional, y saca a la luz problemas en la seguridad de Pemex. * Pemex y autoridades mantienen que el incendio está controlado y se investiga la causa.
437. https://filipinotimes.net/global-news/2026/04/10/attacks-on-saudi-energy-sites-cut-oil-output-threaten-global-supply/ - * Attacks on Saudi Arabia's energy facilities reduced oil production by approximately 600,000 barrels per day and disrupted pipeline flow by about 700,000 barrels per day. * The strikes affected major oil, gas, refining, petrochemical, and power facilities across key locations. * A Saudi energy security force member was killed, and seven others wounded in the attacks. * The attacks, linked to the ongoing conflict involving Iran, have increased concerns over global oil supply and prices. * Potential further attacks could exacerbate supply shortages and impact energy security worldwide.
438. https://www.jungewelt.de/artikel/520648.iran-krieg-kein-aufatmen.html - • Protests in Ireland against fuel price hikes caused by Iran war, including road blockades and military intervention. • Fast 80% of Hong Kong fishermen halt operations due to doubled 'Red Oil' prices since start of conflict. • LDPE prices rose nearly 50% between February and March 2026, with 39% of plastics companies refusing price hikes. • Iran and Israel's attacks on Saudi petrochemical infrastructure, including SABIC and joint ventures, in retaliation for Iran's missile strikes. • SABIC, a major petrochemical producer owned mostly by Saudi Aramco, is targeted; markets reflect uncertainty about future capacity.
439. https://bitcoinethereumnews.com/finance/japan-plans-to-release-20-days-worth-of-oil-stock-from-early-may-onwards/?utm_source=rss&utm_medium=rss&utm_campaign=japan-plans-to-release-20-days-worth-of-oil-stock-from-early-may-onwards - * Japan plans to release approximately 20 days’ worth of oil stock starting from early May, as announced by Prime Minister Sanae Takaichi. * The move aims to stabilise domestic energy supplies amid shipping disruptions in the Strait of Hormuz. * The government is weighing the reserve release despite a recent ceasefire between the US and Iran. * Finance Minister Satsuki Katayama stated there are no immediate oil shortage risks and no measures are being discussed. * Reported by Reuters, the policy relates to energy inventory management and market intervention.
440. https://investinglive.com/commodities/massive-dos-bocas-fire-adds-refining-risk-mexicos-flagship-refinery-stays-below-capacity-20260409/ - * A major fire at Mexico’s Dos Bocas refinery impacts refining and regional fuel balances. * The refinery's capacity is around 340,000 bpd but has recently processed about 205,000 bpd, or 60% utilisation. * The fire reinforces refining tightness amid global supply and geopolitical risks. * Past incidents include a deadly fire outside the refinery in March, with operations reportedly unaffected. * The event increases concerns about refining capacity under stress within the global energy system.
441. https://boereport.com/2026/04/09/us-solicits-proposals-for-30-million-barrels-of-spr-oil/ - * The US offers to loan up to 30 million barrels of crude oil from the West Hackberry Strategic Petroleum Reserve. * The offer is part of the third solicitation since fuel prices rose due to the US-Israeli war on Iran. * Proposals can be submitted until 11 a.m. Central Time on April 13. * The US is releasing oil from the SPR as part of an agreement with 32 countries under the IEA to release 400 million barrels. * The release involves loans that will be returned with additional barrels, aimed at market stability at no cost to taxpayers. * The US plans to lend a total of 172 million barrels into 2027 as part of the IEA pact.
442. https://pbn.com/u-s-economy-grew-a-sluggish-0-5-in-fourth-quarter-government-says/ - * The U.S. economy grew by 0.5% in the fourth quarter, down from previous estimates of 0.7%. * Growth was influenced by a government shutdown, reducing federal spending by 16.6%. * Total annual GDP growth for 2025 was 2.1%, slower than in 2024 and 2023. * Business investment increased by 2.4%, likely due to artificial intelligence spending. * Economic outlook for 2026 remains uncertain following recent geopolitical disruptions.
443. https://boereport.com/2026/04/09/attacks-cut-saudi-oil-output-and-east-west-pipeline-flow-state-news-agency-says/ - * Attacks on Saudi energy facilities have cut oil production capacity by approximately 600,000 barrels per day and pipeline throughput by about 700,000 bpd, according to Saudi state news agency SPA. * Multiple facilities, including oil fields, pipelines, and refineries, were targeted, affecting exports to global markets. * One Saudi national was killed, and seven wounded; the attacks have been linked to Iranian missile and drone strikes. * Disruption to Saudi energy infrastructure poses risks to global energy supplies and market prices. * The attacks have depleted operational and emergency inventories, limiting options to offset supply shortfalls.
444. https://www.haberler.com/guncel/suudi-arabistan-enerji-tesislerine-saldirilar-petrol-akisini-etkiledi-19734410-haberi/ - ["* Saldırılar nedeniyle Suudi Arabistan'da enerji tesisleri kısmen durduruldu ve operasyonel faaliyetler azaldı.", '* Doğu-Batı petrol boru hattındaki pompa istasyonunun hasar görmesi sonucu günlük yaklaşık 700 bin varil petrol akışında kayıp yaşandı.', '* Petrol ve enerji altyapılarının hedef alınması sonucu üretim ve rafinasyon tesisleri etkilendi, küresel petrol arzı riske girdi.', '* Saldırılar sonucu toplam günlük petrol üretim kaybı yaklaşık 600 bin varil oldu.', '* Bu saldırıların enerji arz güvenliğini olumsuz etkilediği ve petrol piyasalarında volatilite artışına neden olabileceği belirtiliyor.']
445. https://timeskuwait.com/attacks-on-saudi-energy-facilities-disrupt-output-leave-one-dead/ - * Saudi Arabia’s Ministry of Energy reports recent attacks on vital energy facilities in Riyadh, Eastern Province, and Yanbu Industrial City. * The attacks caused the death of one Saudi national and injuries to seven citizens. * Disruptions include a loss of 700,000 barrels per day at one pipeline station, and a combined reduction of 600,000 barrels per day from the Manifa and Khurais oil fields. * Main refineries, including SATORP, Ras Tanura, and Riyadh, were targeted, affecting LPG exports. * The attacks threaten supply security, risk shortages, and increase oil market volatility.
446. https://mishtalk.com/economics/real-personal-income-declines-in-february-you-lost-money-to-inflation/ - * The BEA reports a decline in personal income (-0.1%) and real personal income (-0.4%) for February 2026. * Real personal income excluding transfers decreased, following a pattern indicating potential recession signals. * The decline comes amid high inflation, peaking at 9.1% CPI in June 2022, and concerns over economic growth. * The article discusses policy implications, including potential rate hikes by the Fed due to inflation pressures caused by war and tariffs. * It critiques the impact of government stimulus measures on inflation and household income.
447. https://easternherald.com/2026/04/09/imf-middle-east-war-global-economy-oil-lng-shock/ - * The IMF warns that the Middle East war has caused a significant energy supply contraction, affecting global markets. * The conflict has reduced daily global oil flows by about 13% and LNG by 20%, impacting economic growth and inflation. * Disruption through the Strait of Hormuz has contributed to rising oil prices and market volatility. * The energy shock is a classic supply-driven crisis, limiting policy responses and increasing costs for households and industries. * The outlook for global economic growth has been downgraded, with risks of stagflation if conflicts persist. * The crisis impacts energy-importing countries, particularly low-income nations, and complicates central bank policy decisions. * Uncertainty over a fragile ceasefire adds to market volatility and economic stress. * Longer-term effects include infrastructure damage, increased debt, and lasting confidence issues.
448. https://investinglive.com/news/imf-warns-iran-war-fuels-inflation-surge-and-global-growth-slowdown-20260409/ - * The IMF warns the Iran war triggers a stagflation shock, causing rising inflation and weaker global growth. * The outlook is uncertain, with scenarios based on ceasefire durability and infrastructure damage. * The impact varies: oil exporters are cushioned; importers and Asian countries face fuel scarcity. * Additional financing needs for vulnerable economies are estimated at $20B–$50B. * Global debt limits governments' ability to respond to economic deterioration.
449. https://www.notiziegeopolitiche.net/arabia-saudita-interrotte-attivita-in-diversi-impianti-energetici-a-seguito-dei-recenti-attacchi/?utm_source=rss&utm_medium=rss&utm_campaign=arabia-saudita-interrotte-attivita-in-diversi-impianti-energetici-a-seguito-dei-recenti-attacchi - * A Saudi Ministry of Energy official reported recent attacks on key energy infrastructure in Saudi Arabia, affecting production, transport, refining, and the electric sector in Riyadh, Yanbu, and Eastern Province. * Attacks resulted in one death and seven injuries among Saudi nationals working for Saudi Energy Company. * An attack on an oil pipeline station led to a loss of approximately 700,000 barrels per day, affecting global supply. * Refinery capacity was reduced by about 300,000 bpd in Manifa and Khurais, lowering total capacity by 600,000 bpd. * Other refinineries, including SATORP, Ras Tanura, SAMREF, and Riyadh, faced impacts, affecting exports. * Fires at Ju’aymah refinery affected LPG and LNG exports, causing supply shortages and market volatility, impacting global economy.
450. https://capitolfax.com/2026/04/09/feds-illinois-economy-grew-to-12-trillion-in-2025/ - * The US Department of Commerce’s Bureau of Economic Analysis announced Illinois's GDP reached $1.2 trillion in 2025. * Illinois added $306 billion to its economy since 2019. * The quarter’s annualised GDP was $1.23 trillion, with potential growth to $1.3 trillion in 2026 if no recession occurs. * Personal income in Illinois grew by 3.9% last quarter, surpassing neighbouring states. * Illinois’s full-year 2025 GDP increased by 1.6%, lagging behind the US but outpacing some neighbouring states.
451. https://www.stvincenttimes.com/former-st-vincent-prime-minister-warns-of-global-recession/ - * Economic forecasting models, including Moody’s Analytics, predict a 49% chance of recession in the US within a year.* The global economy faces stress from volatile energy prices and disrupted oil supplies due to Middle Eastern conflicts.* Crude oil prices have surged past $100 per barrel, raising stagflation concerns.* Saudi Arabia shifts energy pricing to Chinese yuan, affecting US petrodollar stability.* Despite global risks, St Vincent and the Grenadines project up to 3% growth, with record profits and assets growth in local banks.* The local economy shows resilience despite global downturn fears.
452. https://www.skynewsarabia.com/business/1863375-%D9%85%D8%AF%D9%8A%D8%B1%D8%A9-%D8%B5%D9%86%D8%AF%D9%88%D9%82-%D8%A7%D9%84%D9%86%D9%82%D8%AF-%D9%86%D8%AA%D9%88%D9%82%D8%B9-%D8%AA%D8%A4%D8%AF%D9%8A-%D8%A7%D9%84%D8%AD%D8%B1%D8%A8-%D8%B2%D9%8A%D8%A7%D8%AF%D8%A9-%D8%B7%D9%84%D8%A8%D8%A7%D8%AA-%D8%A7%D9%84%D8%AF%D8%B9%D9%85 - * The war has caused a 13% drop in global oil flow and a 20% decrease in LNG supplies, disrupting energy markets. * Kristalina Georgieva, IMF Managing Director, stated the war poses a real test to the global economy. * She highlighted slower growth prospects and potential prolonged energy shortages affecting supply chains. * The IMF plans to release scenario-based economic outlooks next week, considering varied recovery paths. * Support programmes from the IMF are available, with increased requests expected from member countries. * The war has already begun to raise short-term inflation expectations, despite long-term forecasts remaining steady.
453. https://www.eldiario.ec/mundo/el-fmi-determina-que-la-crisis-por-el-conflicto-en-iran-sera-grande-global-y-asimetrica-09042026/ - * The IMF alerts that the Iran conflict is causing a 'large, global, and asymmetric' supply shock, reducing global growth forecasts and increasing inflation pressure. * Oil and gas supplies have decreased by up to 13% and 20%, respectively, affecting global markets. * Vulnerable economies near conflict zones and energy importers face greater impact. * Rising energy prices are affecting inflation expectations in US and EU. * Infrastructure damage in the Gulf, notably Qatar's Ras Laffan GNL complex, may take 3-5 years to recover. * IMF recommends coordinated policies and caution against unilateral measures. * Potential for inflation expectations to destabilise financial conditions and increase market volatility. * The conflict could threaten global food security, risking 45 million more in hunger. * IMF plans to support affected countries with short-term funding of $20-50 billion. * Future economic impact depends on conflict development and ceasefire stability.
454. https://www.okaz.com.sa/economy/na/2243526 - * The IMF announced that the war in the Middle East has decreased global growth expectations. * Kristalina Georgieva, IMF Managing Director, highlighted the impact of the war on food security, with over 360 million people now facing hunger. * The IMF predicts support requests between $20 and $50 billion due to the war in Iran. * The war has caused a 13% decrease in global oil flow and a 20% reduction in gas supplies. * Next week's meetings will focus on ways to overcome the war's shock.
455. https://www.maritimeprofessional.com/news/crude-loadings-continue-yanbu-port-417838 - * Crude loadings at Yanbu port have continued despite an attack on the East-West Pipeline. * The attack occurred on Wednesday, targeting Saudi Arabia's only oil export route. * The port's crude exports are unaffected at present; flow impact being assessed. * In March, Yanbu's crude loadings averaged 3.3 million barrels per day, with a maximum capacity of around 5 million bpd. * Saudi Aramco is directing about 2 million bpd of pipeline flow to refineries in the west.
456. https://news.ssbcrack.com/imf-warns-iran-war-threatens-global-economic-growth-outlook/ - * The IMF is set to revise its global growth forecasts downward due to the ongoing conflict in Iran, as announced by Kristalina Georgieva. * The conflict began on February 28 and has impacted energy prices, supply chains, and economic confidence worldwide. * The IMF previously projected a global growth rate of 3.3%, which is now at risk of being revised lower. * The war has increased oil and natural gas prices and disrupted essential agricultural resources. * Sub-Saharan Africa and small island nations are most vulnerable to energy shocks. * The IMF plans to update its forecasts during the spring meetings next week.
457. https://www.lanacion.com.ar/economia/el-fmi-preve-una-revision-a-la-baja-del-crecimiento-global-por-el-impacto-de-la-guerra-en-medio-nid09042026/ - * The IMF forecasts a downward revision of global GDP growth due to the impact of the Middle East war. * Kristalina Georgieva announced a potential decrease in growth, even if peace is maintained. * The IMF's upcoming 'World Economic Outlook' will include multiple scenarios. * The conflict has caused energy supply disruptions, affecting oil and gas markets, raising prices. * Countries able to export energy without interruption are less affected, while those dependent suffer more.
458. https://www.thehindubusinessline.com/economy/surging-raw-material-costs-hit-pvc-and-packaging-industries-hard/article70843357.ece - * A sharp increase in crude oil prices caused by West Asia conflict led to a 60% rise in raw material costs for PVC and HDPE. * Price hikes have caused shortages and increased production costs, affecting sectors such as packaging, fertilisers, and construction. * PVC and polymer markets are expected to grow significantly, with further price and demand increases forecasted. * Industry experts highlight the need for stabilising the PVC value chain amidst geopolitical disruptions. * Forecasts indicate steep price rises in end products due to raw material cost surges.
459. https://www.jpost.com/middle-east/iran-news/article-892488 - * The Strait of Hormuz remains nearly shut, with traffic at less than 10% of normal volumes due to Iran's warnings. * Iran's IRGC advised ships to pass through waters around Larak Island to avoid mines, affecting usual transit routes. * Only six ships transited the strait in 24 hours, significantly below typical levels of about 140. * Over 180 tankers are stranded in the Gulf, carrying approximately 172 million barrels of crude and products. * Reports suggest Iran may consider charging a toll for passage, with some vessels taking a detour around Larak Island.
460. https://oilprice.com/Energy/Energy-General/Why-Oil-Markets-Remain-on-Edge-Despite-Ceasefire.html - * The US-Iran ceasefire has reduced panic premium but not fully normalised physical market tightness. * Futures prices decreased from $97 to $87 for 2026; physical supply remains constrained. * Market risks include delays in purchasing by refiners and ongoing physical flow constraints at the Strait of Hormuz. * Market indicators show physical premiums and tanker rates stay high despite futures easing. * Longer-term risks relate to potential escalation, vessel safety concerns, and regional supply disruptions.
461. https://coincentral.com/oil-prices-rise-above-100-as-strait-of-hormuz-remains-blocked-after-us-iran-ceasefire/ - * Oil prices jumped sharply following signs of ceasefire breakdown between US and Iran. * Brent crude rose 4% to nearly $99; WTI exceeded $100. * The Strait of Hormuz remains largely closed, with only four ships passing on Wednesday. * Iran plans to control crossings via tolls, charging fees for ships. * US warns of military action if the strait remains blocked. * Gulf countries' response to Iran’s control uncertain, affecting future oil flows.
462. https://entornointeligente.com/eeuu-se-esta-dando-cuenta-que-venezuela-es-un-estado-fallido/ - * Venezuela's refining system processes about 399,000 barrels daily, compared to a capacity of 1.29 million barrels. * Operative capacity has decreased from around 35% to roughly 33%. * Interruptions, mechanical failures, and maintenance delays limit refinery operations. * Key units, especially catalytic cracking units, operate intermittently; the complex of Paraguaná processes only a fraction of its capacity. * Venezuela imports raw materials, such as nafta, under US authorisations, to improve fuel production, but fragility remains, risking fuel shortages.
463. https://energynow.com/2026/04/strait-of-hormuz-is-shut-must-reopen-without-conditions-uae-oil-giant-adnocs-ceo-says/ - * Iran has made passage through the Strait of Hormuz subject to conditions, ADNOC CEO states. * UAE oil output has halved following the Strait’s effective closure. * ADNOC has loaded cargoes and plans to expand production within damage constraints. * Energy facilities in UAE’s neighbouring countries have come under attack. * ADNOC emphasises that the Strait must be reopened fully, unconditionally, and without restrictions. * About 230 ships loaded with oil are waiting to sail, and delays are causing economic impacts.
464. https://www.bworldonline.com/economy/2026/04/09/742031/phl-urged-to-stock-up-on-petroleum-fertilizer-while-strait-of-hormuz-remains-open/ - * Business groups in the Philippines urge the government to obtain stocks of oil and fertiliser during Iran War ceasefire and Strait of Hormuz reopening. * The two-week ceasefire allows cargo ships to transit the Strait of Hormuz, affecting global oil supplies. * The Strait of Hormuz is a key route for nearly 20% of the world's oil and LNG. * The reopening may stabilise oil prices and logistics for a short period but might not reduce volatility in fuel prices and insurance premiums. * Philippines aims to increase fuel stocks and mitigate supply chain disruptions, with government attention to fuel prices and international trade engagement.
465. https://londonlovesbusiness.com/strait-chokehold-keeps-fuel-prices-high-as-iran-rations-tanker-traffic/ - * Iran restricts traffic through the Strait of Hormuz to 15 ships a day, impacting global oil supplies.* * The Strait carries roughly a fifth of the world’s oil, with normal flow above 100 vessels daily.* * The cap was introduced amid a fragile ceasefire, limiting the reopening of the waterway.* * Oil prices remain elevated and volatile due to ongoing disruptions and uncertainties.* * UK fuel prices stay high, with added costs from crude price increases, shipping, and insurance premiums.*
466. https://www.sondakika.com/guncel/haber-iran-israil-savasi-sonrasi-jet-yakiti-fiyatlari-rekor-seviyeye-ulasti-19733129/ - * Iran's restrictions at the Strait of Hormuz cause supply disruptions and record-high jet fuel prices in Europe and globally. * European jet fuel prices increase by approximately 100% since before the conflict, with a weekly rise of 7.1%, reaching USD 209 per barrel. * US and Middle East region face supply challenges; US exports to Europe increase, and US emerges as a significant alternative supplier. * Analysts suggest that despite a US-Iran ceasefire, supply constraints and infrastructure damage will keep prices high for months. * Short-term price increases are expected to reduce demand, potentially stabilising prices over the longer term.
467. https://investinglive.com/technical-analysis/wti-crude-breaks-the-382-retracement-of-the-ceasefire-decline-20260409/ - * May WTI crude oil rises $7.66 to $102.08 amid concerns over supply tightness due to suspension of Strait of Hormuz negotiations and ongoing conflicts. * Market fears that crude supplies will become tighter as the Strait remains closed; officials to meet in Pakistan. * Approximately 13 million barrels per day are being removed from the market, with slow reopening expected and limited surge capacity from OPEC. * December WTI futures trade at $74.68, indicating market expectations of tighter future supply, though not strongly structural. * Short-term crude price increases are not heavily impacting stock markets or Treasury yields, which are slightly rising.
468. https://www.business-standard.com/economy/news/india-caps-refinery-margins-after-windfall-export-tax-to-curb-losses-126040901055_1.html - * India has imposed a windfall export tax on fuel and capped refining margins at USD 15 per barrel. * The government introduced measures to offset losses on domestic fuel sales, including fixing petrol and diesel discounts. * Refinery transfer prices have been slashed through discounts to reduce profits above a certain threshold. * The measures aim to balance profits between refiners and oil marketing companies amid rising global oil prices. * The policy impacts refinery margins, domestic fuel pricing, and the financial burden on oil companies.
469. https://bankingjournal.aba.com/2026/04/aba-databank-u-s-gdp-moderates-in-final-q4-estimate/ - * The third and final estimate from the U.S. Bureau of Economic Analysis reports a 0.5% annual GDP growth in Q4 2025, below market expectations of 0.7%. * The GDP figure is down from 4.4% in Q3 and reflects a downward revision to investment, particularly in wholesale trade. * The annual GDP growth for 2025 was 2.1%. * The U.S. economy expanded at a more moderate pace in Q4 than initially expected, but growth remains positive. * Loan demand could stay healthy despite the downward revision.
470. https://economictimes.indiatimes.com/news/international/us/us-gdp-growth-crashes-to-0-5-in-q4-2025-why-the-us-economy-slowed-sharply-despite-4-4-surge-did-43-day-shutdown-or-iran-war-trigger-recession-fears/articleshow/130144941.cms - * The US GDP growth declined to 0.5% in Q4 2025, down from 4.4% in Q3, reflecting economic weakness. * Consumer spending slowed to 1.9%, with reduced demand for goods and services. * Investment, especially structures and residential, fell sharply, dragging overall growth. * Exports declined 3.2%, influenced by weaker global demand and trade pressures. * The October–November government shutdown significantly reduced GDP by 5.6%, impacting government spending and investment. * Rising geopolitical tensions and oil prices are likely to influence economic prospects in 2026.
471. https://stratnewsglobal.com/indo-pacific/japan/japan-considers-releasing-20-days-worth-of-oil-from-reserves/ - ["*Japan is contemplating a release of about 20 days' worth of oil reserves as early as May, due to uncertainty over the Strait of Hormuz.", '*Japan started releasing oil from its stockpiles on March 16 and has about 50 days’ worth of oil available, with enough reserves for 230 days.', '*The US- Iran ceasefire and potential reopening of the Strait of Hormuz are affecting global oil supply stability.', '*Japanese refineries reduced utilisation rates to 67.7% due to crude oil shortages; measures include seeking non-Middle Eastern barrels, subsidies, and increased coal generation.']
472. https://oilprice.com/Latest-Energy-News/World-News/China-Weighs-Bailout-for-Airlines-Struggling-with-Fuel-Shock.html - * China is exploring financial support measures for its struggling airlines, including loans, subsidies, and tax support. * The support is in response to a fuel and oil supply and price shock due to the Middle East crisis. * Chinese airlines faced profits difficulties post-Covid pandemic and are now impacted by high fuel prices and market tightening. * Fuel surcharges are being increased by Chinese carriers from April 5. * Oil and fuel supplies are constrained at the Strait of Hormuz, affecting Asian refiners and export policies. * The war has dislocated oil supplies, causing jet and diesel premiums to rise significantly, with a recovery expected to take months.
473. https://www.legit.ng/business-economy/energy/1704748-cooking-gas-prices-jump-dangote-refinery-depot-owners-adjust-rates-fast/ - * Nigerian households face a 5% increase in cooking gas prices due to global crude oil price rise. * Prices are affected by geopolitical tensions in the Middle East, raising Brent crude and WTI benchmarks. * Major operators, including Dangote Refinery, have adjusted ex-depot rates, with some prices reaching N1,050 per kg. * The price increase follows a 3.92% rise in Brent crude to $98.46 per barrel on April 8, 2026. * Experts warn that ongoing regional instability will likely sustain premium costs for LPG in Nigeria.
474. https://boereport.com/2026/04/09/european-african-crude-oil-prices-hit-records-on-supply-disruptions-despite-ceasefire/ - * European and African crude oil prices hit records on supply disruptions following a U.S.-Iran ceasefire. * North Sea Forties crude reached an all-time high of $146.43 per barrel. * Physical premiums for crude, including Forties and WTI Midland, also hit record levels. * Disruption caused by Iran’s near-closure of the Strait of Hormuz and attacks on regional energy infrastructure persists. * Traders expect prolonged supply issues with divergence between physical and paper markets continuing.
475. https://bitcoinworld.co.in/us-gdp-q4-2024-growth-slowdown-2/ - * The US economy expanded by 0.5% in Q4 2024, below the consensus forecast of 0.7%. * Consumer spending increased by 1.2%, with declines in durable goods and residential investment. * Business investment declined overall, and government spending grew modestly. * Net exports contributed slightly, while inventory investment subtracted from growth. * The GDP slowdown follows a Federal Reserve rate-hiking cycle, with ongoing global economic uncertainties.*
476. https://www.gurufocus.com/news/8783450/reliance-caps-fuel-purchases-at-1000-rupees-as-supply-disruptions-persist - * Reliance Industries Ltd. has begun capping fuel purchases at around 1,000 rupees at over 2,000 Jio-BP outlets due to supply disruptions. * The move is linked to ongoing disruptions caused by the near-closure of the Strait of Hormuz and regional tensions. * The supply shock affects global oil flows, with India heavily reliant on imports; crude prices remain volatile. * State-run companies are also encountering similar purchase limits, while Nayara Energy raised fuel prices to address losses. * The disruptions may lead to additional supply management measures in India.
477. https://www.theguardian.com/australia-news/2026/apr/09/australia-fuel-crisis-petrol-prices-tracker-shortage-diesel-reserves - ['* Australia faces a fuel crisis with outages and elevated prices following Iran’s closure of the Strait of Hormuz.', '* The federal government released fuel reserves, cut fuel excise taxes, and implemented a national fuel security plan.', '* Data shows fluctuations in outages, with spikes in New South Wales and Victoria on 30 and 31 March.', '* At least six fuel shipments to Australia have been cancelled or deferred; more delays are likely.', '* Tanker port calls declined in February and March; Iran’s Strait of Hormuz saw a collapse in tanker movements in early March.']
478. https://egyptoil-gas.com/news/japan-to-tap-oil-stockpiles-for-additional-20-days-amid-energy-supply-crisis/?utm_source=rss&utm_medium=rss&utm_campaign=japan-to-tap-oil-stockpiles-for-additional-20-days-amid-energy-supply-crisis - * Japan considers an additional release of about 20 days' oil reserves as early as May amid ongoing supply disruptions. * Japan began releasing oil from stockpiles on 16 March, with about 50 days' worth of oil available. * The International Energy Agency (IEA) agreed on 11 March to release 400 million barrels of emergency reserves. * Japan holds reserves for 230 days, dependent on Middle East oil, with the Strait of Hormuz remaining largely closed. * Domestic refineries reduced utilisation to 67.7% in early April due to supply bottlenecks and strategic measures.
479. https://www.theguardian.com/australia-news/2026/apr/09/australia-fuel-crisis-petrol-prices-tracker-shortage-diesel-reserves - * Hundreds of Australian service stations experienced outages from 27 March, with spikes in New South Wales and Victoria on 30 and 31 March.* * Fuel prices across Australia have increased since late February, coinciding with US and Israel’s conflict with Iran.* * At least six fuel shipments to Australia have been cancelled or deferred, with more likely delays.* * The number of tanker port calls to Australia declined in February and March compared to previous years, with a collapse in tankers passing through the Strait of Hormuz in early March.* * Fuel reserves as of April increased since prewar levels, despite rising prices and outages.*
480. https://www.irishmirror.ie/news/irish-news/fuel-protest-petrol-prices-queues-36990123 - * Long queues at petrol stations in Ireland as drivers rush to fill up amid fuel shortage fears. * Nationwide protests have blocked access to key supplies, including Ireland's only oil refinery at Whitegate, Co Cork. * Some stations are limiting fuel spend to €50; reports of stations running out of fuel. * Government urges motorists not to panic; Gardaí set to enforce restrictions on critical infrastructure. * Protestors have blocked Whitegate Oil Refinery and other terminals, prompting government and Defence Forces response.
481. https://www.rivieramm.com/news-content-hub/threatening-mines-iran-claims-new-hormuz-traffic-scheme-vessels-told-strait-closed-88419 - • Iran’s IRGC has halted vessel traffic in the Strait of Hormuz due to war in the Persian Gulf and the threat of mines. • Iran issued new traffic routes, requiring vessels to pass north or south of Larak Island. • Iran's Ports and Maritime Organisation provided a map indicating a 'danger area'. • A senior shipping executive reported the Strait remains 'closed' without IRGC permission. • Vessel transits through the strait are limited, with irregular behaviour observed among vessels, including AIS blackouts. • Most transits involve Iranian-owned vessels, with some ships turned back or using manipulated routing.
482. https://e24.no/boers-og-finans/i/j0vapo/iransk-minister-skip-trenger-tillatelse-for-aa-passere-hormuzstredet - ['* Hormuz Strait has been practically closed to shipping due to the Iran conflict.', '* Iranian vice foreign minister Saeed Khatibzadeh states ships must cooperate with Iran to pass safely.', '* Ships must make agreements with Iranian authorities; technical restrictions such as mines exist.', '* US President Trump links reopening Hormuz to a ceasefire; few ships have passed recently.', '* Shipping through Hormuz is nearly halted, with only four crossings on Wednesday.']
483. https://www.deccanchronicle.com/world/iran-unveils-alternate-shipping-routes-in-strait-of-hormuz-amid-security-concerns-1949465 - * Iran announced alternative routes for ships passing through the Strait of Hormuz due to sea mine risks. * The routes are part of a two-week truce following the Strait's temporary reopening. * The US and Iran agreed to a ceasefire, easing tensions over the vital waterway. * Iran's decision impacts global oil transportation, with potential effects on energy prices. * The main Strait of Hormuz passage remains critical for global crude oil flow.
484. https://www.fodmapeveryday.com/10-warning-signs-the-u-s-economy-is-heading-toward-a-major-crash/ - * US economic data shows signs of fragility despite headline resilience. * Key indicators include inverted yield curve, rising debt, falling home sales, manufacturing slowdown, and increasing layoffs. * The article cites specific data points such as GDP growth, unemployment rate, housing market, and gold prices. * Experts suggest these signs point to an impending economic downturn in 2026. * The article warns investors about ignoring these signals.
485. https://easternherald.com/2026/04/09/130-million-barrels-trapped-oil-crisis-100-hormuz-chaos/ - * Global oil prices surged towards $97-$100 a barrel due to disruptions in shipping routes. * Millions of barrels remain stranded at sea, mainly in the Persian Gulf, causing supply chain bottlenecks. * The Strait of Hormuz operates at reduced capacity, increasing geopolitical tensions. * Market perceptions show both surplus inventories and supply shortages amid logistical disruptions. * The crisis has led to inflation pressures and prompts shifts in energy security strategies.
486. https://www.eenews.net/articles/middle-east-chaos-signals-long-term-energy-restructuring/ - * The ongoing Middle East conflict has impacted global energy markets, with potential demand reductions of 20% for oil and 10% for natural gas by 2050, according to Wood Mackenzie. * The conflict involves the U.S. and Israel against Iran, affecting the Strait of Hormuz, a critical transit point for one-fifth of world oil and gas. * President Trump threatened to obliterate Iran and suggested charging tolls for ships passing through the strait, raising concerns in the oil and gas sector. * A conflict scenario predicts a 9% decrease in near-term global oil demand due to supply outages, with long-term structural shifts encouraging countries to reduce reliance on imports.
487. https://www.sondakika.com/guncel/haber-hurmuz-bogazi-krizi-ve-enerji-piyasalarinda-19732382/ - * Bölgedeki çatışmalar ve İran’ın Hürmüz Boğazı’nın yeniden kapandığını duyurması, bölge ve küresel enerji ticaretini etkiliyor. * Günlük yaklaşık 20 milyon varil petrol ve 250-275 bin ton LNG Hürmüz Boğazı üzerinden taşınıyor. * Kapasitenin sınırlı olması nedeniyle kriz sonrası gemi birikimi hızla eritilemeyecek, teknik ve lojistik zorluklar yaşanıyor. * Petrol fiyatları savaşın ilk günlerinde 119-120 dolar seviyesine çıkarken, ardından 93 dolara geriledi; fiyatlar tekrar 95-100 dolar bandında seyrediyor. * Normalleşme sürecinin 1-3 ay alması bekleniyor; alternatif hatların toplam kapasitesi yaklaşık 10 milyon varili karşılamaya yetmiyor. * Doğalgaz taşımacılığı ve LNG sevkiyatında alternatif hatlar sınırlı, küresel enerji arzında kalıcı riskler oluşabilir.
488. https://www.sondakika.com/guncel/haber-hurmuz-bogazi-nda-ateskes-sonrasi-deniz-19732522/ - ['*Two-week ceasefire between the US and Iran increases expectations for reopening of the Strait of Hormuz, which has been almost fully closed for about a month.', '*Maritime shipping companies, including Maersk and Hapag-Lloyd, adopt cautious approaches due to uncertainties, with normal operations expected to take at least six weeks.', "*US President Donald Trump urges immediate, safe reopening; Iran's Foreign Minister Abbas Arakçi states secure passage is possible if hostilities cease.", '*Regional authorities anticipate transit fees from Iran and Oman; ongoing military coordination and new charges create operational uncertainties.', '*Further comprehensive discussions are planned, maintaining a limited access period and avoiding immediate full reopening.']
489. https://www.startitup.sk/je-hormuzsky-prieliv-naozaj-otvoreny-data-ukazuju-mrtve-ticho-v-najdolezitejsej-tepne-sveta-mapa/ - * Situácia na Hormuzskom prielive ukazuje, že aj po prímerí medzi USA a Iránom je pohyb lodí obmedzený a nie plne obnovený. * Podľa denníka The New York Times sa počet prechádzajúcich lodí znížil z viac ako 130 denne pred vojnou na sedem počas konfliktu, a od začiatku prímeria neprešiel cez prieliv ani jeden tanker s ropou alebo plynom. * Irán obmedzil a koordinuje prechod lodí, používa alternatívne trasy, čo naznačuje, že prieliv je stále v núdzovom režime. * Iránská Revolučná Garda vydala mapu s alternatívnymi trasy pre lodnú dopravu, pričom pohyb plavidiel je riadený iránskymi bezpečnostnými dohodami. * Celková evidencia ukazuje, že normálna prevádzka v najdôležitejšom energetickom prúde je stále narušená, čo môže ovplyvniť globálne energetické toky.
490. https://cnav.news/2026/04/09/accountability/executive/strait-hormuz-iran-world-straitjacket/ - * The Strait of Hormuz is a critical global oil chokepoint affecting the US economy and world markets. * Iran has the ability to disrupt shipping and threaten closure, impacting global oil prices. * The US relies on naval power to secure maritime routes, with allies depending heavily on Gulf energy. * The political balance on war decisions has shifted toward presidential authority, reducing Congressional control. * The ongoing strategic tensions highlight vulnerabilities linked to geography and global markets.
491. https://www.independent.co.uk/news/world/middle-east/strait-of-hormuz-iran-us-ceasefire-shipping-traffic-b2954370.html - * The Strait of Hormuz remains largely closed to commercial shipping despite a ceasefire between the US and Iran. * Very few vessels, mostly linked to Iran, have transited the strait since the ceasefire's announcement. * No LNG has transited the strait since the start of the conflict. * Oil shipments have been minimal, with only one observed transit since April 5. * Market uncertainty persists, with oil prices rising and shipping activity remaining restricted due to threats and military activity.
492. https://www.haberler.com/guncel/iran-hurmuz-bogazi-icin-alternatif-gemis-rotalari-acikladi-19731542-haberi/ - • Iran revealed two alternative routes for ships passing through the Strait of Hormuz due to mine threats in certain sections. • Iran's Revolutionary Guards advised all vessels to use these routes for safety. • The decision follows a two-week ceasefire agreement with the US, which reopened the strait. • The strait is a crucial route for global oil transportation, moving about one-fifth of the world's traded oil. • The move highlights ongoing risks in maritime navigation in the region.
493. https://easternherald.com/2026/04/09/130-million-barrels-trapped-oil-crisis-100-hormuz-chaos/ - * The global oil market faces a crisis with prices approaching $100 per barrel, driven by disruptions at the Strait of Hormuz and stranded oil at sea. * Oil prices surged back towards $97-100 after initial declines post-ceasefire. * The crisis stems from logistical bottlenecks and regional tensions, exposing vulnerabilities at the chokepoint. * Shipping delays and increased insurance costs are causing supply chain disruptions worldwide. * Rising oil prices are fueling inflation and economic instability, prompting energy security reassessments.
494. https://investinglive.com/news/another-case-of-he-said-she-said-for-markets-20260409/ - * Markets have shown signs of caution amid fragile US-Iran truce negotiations. * US and Iran officials provide conflicting updates on peace talks and ceasefire compliance. * Iran's refusal to reopen Strait of Hormuz affects oil tankers and market stability. * Past US-China trade negotiations are cited as a comparison for inconsistent commitments. * Market uncertainty persists as oil and gas tankers remain stationary at the Strait of Hormuz.
495. https://www.xataka.com/magnet/gran-paradoja-guerra-no-que-eeuu-e-iran-se-vean-ganadores-que-terminen-como-socios-negocio-500-mil-millones-dolares - * The Strait of Ormuz is a critical maritime chokepoint where over 20,000 ships, mainly oil tankers, transit annually. * US entered the conflict to ensure navigation freedom, but Iran turned it into a control tool, imposing informal tolls. * Iran requires tanker ships to pay fees, declare sensitive information, and seek military supervision to transit. * Estimated revenues from these tolls could reach up to 500 billion dollars over five years. * There are rumours that the US and Iran are considering a joint company to collect these tolls, according to US President Trump. * The new control system impacts energy markets with higher costs, delays, and increased risk, affecting countries like China, India, Japan, and South Korea. * This system grants Iran unprecedented influence over energy exports and diplomacy. * US and Iran may form a joint venture to manage toll collection, creating a new geopolitical and economic dynamic at Ormuz. * The system may cause increased tensions and potential military escalation, reminiscent of past conflicts over strategic straits.
496. https://ekonomi.republika.co.id/berita/td83ih370/harga-minyak-brent-naik-25-persen-dipicu-ketegangan-di-selat-hormuz - * Brent crude oil prices increased 2.5% to nearly $97 per barrel following reports of Iran and disturbances at the Strait of Hormuz. * The increase comes after a fall of over 16% on Wednesday, reaching a one-month low. * Tensions rose due to reports of Iran potentially withdrawing from a US-supported ceasefire amid attacks and traffic halts at the strait. * Iran's media reported delays for tanker traffic through the Strait of Hormuz after Israeli attacks in Lebanon. * Iranian authorities advised tanker ships to coordinate with the Islamic Revolutionary Guard Corps Naval Force during transit.
497. https://www.rigzone.com/news/wire/china_oil_tankers_join_line_testing_hormuz_and_iran_truce-09-apr-2026-183410-article/?rss=true - * Two fully laden Chinese oil tankers are waiting near the Strait of Hormuz, with a third on its way, following a US-Iran ceasefire announcement. * The tankers, linked to China’s Cosco Shipping Corp., and a Saudi-flagged vessel have moved towards the Gulf, signalling intentions to cross the strait. * The ships' movements occur amidst ongoing tensions, attacks, and unclear ceasefire details. * Shipowners await clarification on safe transit procedures; Iran has indicated need for permission and designated routes. * The vessels carry Iraqi and Saudi crude, with Iran allowing transit for Iraqi cargo under exemptions.
498. https://www.straitstimes.com/asia/mitsui-o-s-k-awaits-safety-clarity-government-guidance-to-move-vessels-from-the-gulf-ceo-says - * Japan's Mitsui O.S.K. Lines (MOL) aims to move vessels stranded near the Strait of Hormuz, pending safety confirmation and government guidance. * The company is awaiting guidance from the Japanese government and safety assurances before proceeding. * Three MOL ships crossed the Strait earlier this month; many vessels remain in the Gulf. * The conflict and blockade have disrupted global energy supplies and supply chains. * MOL plans to revise its profit outlook when announcing its annual results later this month.
499. https://www.perfil.com/noticias/economia/el-petroleo-rebota-3-y-el-mercado-vuelve-a-poner-precio-al-riesgo-geopolitico-en-ormuz-a40.phtml - • The oil price increased nearly 3% on 9 April due to uncertainty over the Strait of Hormuz. • Brent rose to US$97.71 and WTI to US$97.40 amid geopolitical tensions. • Risks persist despite a temporary ceasefire, with key shipping routes blocked or uncertain. • Experts warn Iran could leverage control over transit, impacting global energy markets. • Goldman Sachs anticipates sustained high levels for crude oil amid ongoing geopolitical instability.
500. https://www.dairyglobal.net/industry-and-markets/market-trends/middle-east-conflict-the-ripple-effect-through-the-ag-sector/ - ['* Disruptions in shipping routes, especially the Strait of Hormuz, increase freight costs and delay feed ingredient supplies.', '* The conflict has caused a surge in oil and natural gas prices, affecting global energy supplies and inflation.', '* Rising fuel and fertiliser costs, with urea prices increasing and 20-50% of shipments disrupted, impact global agriculture and livestock feed production.', '* The crisis has affected 4-5% of global grain trade flows through the region, increasing supply chain costs and delaying supplies.', '* The dairy industry faces increased costs due to dependence on energy and feed, leading to higher consumer prices.']