Commodities Report: Brent crude oil futures | 2026-04-12 22:10 UTC [ZQPM] | Bullish | tightening

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1. https://dailynigerian.com/oil-output-drops-to-1-51mbpd-in-february-as-nnpc-remits-n1-804trn/ - * Crude oil and condensate production declined to 1.51 million barrels per day in February 2026. * The decrease was due to pipeline outages, startup challenges, and delays at key facilities. * Total revenue increased to N2.68 trillion; remittances surged to N1.804 trillion. * Profit after tax declined from N385 billion in January to N136 billion in February. * The Nigerian government signed an executive order to overhaul revenue remittance practices.
2. https://www.benzinga.com/markets/commodities/26/04/51771022/saudi-arabias-east-west-pipeline-back-at-full-steam-after-iran-disruptions - * Last week, an attack on Saudi Arabia's east-west pipeline was followed by its restoration, impacting crude export routes.* * The pipeline had become key for Saudi crude exports while the Strait of Hormuz was shut.* * Oil prices dropped sharply following the attack and Iran's reopening of the Strait of Hormuz.* * The attack and subsequent repair efforts influenced oil supply stability and market volatility.* * Market reactions included a significant fall in WTI and Brent prices, alongside shifts in equity markets.*
3. https://zn.ua/ECONOMICS/kak-tankery-prokhodjat-cherez-ormuzskij-proliv-kotoryj-iran-fakticheski-zakryl-dlja-vseho-mira.html - * The US administration is examining the possibility of a complete naval blockade of the Strait of Hormuz to cut off Iranian oil exports, potentially affecting 1.7–2 million barrels daily. * The blockade risks increasing global oil prices and disrupting supply to major markets such as China, India, Japan, and South Korea. * Despite the blockade, some ships still pass through the strait, including Iranian and sanctioned vessels,contractual ships, and 'invisible' ships using GPS and AIS signal blockades. * Recent events include three supertankers passing through in one day, carrying a volume equivalent to six million barrels. * Experts view the blockade attempt as an effort to pressure Iran, but recognise high risks of escalation, with potential impacts on oil prices, global supplies, and geopolitical stability.
4. https://www.mediafax.ro/externe/armata-americana-incepe-imediat-blocada-traficului-maritim-din-porturile-iraniene-23719246 - * The US Central Command (CENTCOM) announced the start of a maritime blockade from Iranian ports on 13 April at 10:00 ET. * The blockade applies to all ships entering or leaving Iranian ports, including those in the Persian Gulf and Gulf of Oman. * The US will not impede navigation for non-Iranian vessels transiting the Strait of Hormuz. * Additional information will be provided to commercial navigators via official notifications. * The announcement follows President Donald Trump's order to establish a blockade of the Strait of Hormuz and intercept ships paying taxes to Iran.
5. https://weeklyblitz.net/2026/04/13/us-lng-expansion-accelerates-as-global-supply-shock-reshapes-energy-markets/ - * The US is rapidly expanding its LNG capabilities under the Trump administration, responding to global supply shocks. * Qatar's LNG export hub at Ras Laffan was attacked, disrupting roughly 17% of global LNG production. * QatarEnergy has declared force majeure, with a full recovery expected to take 3-5 years due to technical complexity. * Disruptions in the Strait of Hormuz threaten global energy shipments, adding uncertainty to the market. * US companies like Venture Global LNG and Cheniere Energy are expanding export capacity, with US LNG aiming to double capacity by 2030. * Increasing demand from Asian countries and rising global prices benefit US exporters amid Qatar's supply crisis. * The situation highlights a shift towards the US as a strategic and economic energy partner, influencing global markets.
6. https://en.bloomingbit.io/feed/news/109778 - * President Donald Trump declared a maritime blockade of the Strait of Hormuz after talks with Iran collapsed. * The US military said it will begin enforcing the blockade on April 13 at 11 p.m. Korea Time. * The measure covers Iranian ports across the Persian Gulf and Gulf of Oman, applying to vessels of all nationalities. * Trump criticised Iran for its nuclear ambitions and described its actions as "global extortion." * The move aims to prevent ships paying tolls to Iran and could escalate tensions affecting energy supply chains and markets.
7. https://www.motherjones.com/politics/2026/04/trump-hormuz-blockade-mines-tolls-navy-oil/ - * President Trump announced the US Navy will blockade the Strait of Hormuz, intercepting ships paying Iran’s tolls. * The move aims to replace the US’s inability to remove Iranian mines from the strait. * The US lacks the resources and reliable equipment to clear the mines. * Trump plans to establish an American-managed safe transit route through the strait. * The announcement is likely to increase oil prices and create uncertain transit conditions.
8. https://vm.ru/news/1318088-ssha-poobeshali-nachat-blokadu-iranskogo-morskogo-trafika-13-aprelya - * US Central Command (CENTCOM) to implement a blockade of all maritime traffic entering and leaving Iranian ports on 13 April at 10:00 eastern time (17:00 Moscow time). * The blockade applies to ships of all countries docking at or departing from Iranian ports in the Persian Gulf and Oman Gulf. * US forces will not impede navigation for ships passing through the Strait of Ormuz to and from non-Iranian ports. * US President Donald Trump announced the start of the blockade on 12 April via Truth Social, stating it will include all vessels trying to enter or exit the Strait of Ormuz, with other countries joining soon.
9. https://cryptobriefing.com/iran-blocks-strait-of-hormuz-brent-crude-surpasses-120barrel/ - * Iran’s blockade of the Strait of Hormuz has triggered a global fuel crisis.* Brent crude oil prices have exceeded $120 per barrel.* The market for regime fall in Iran has increased from 8% to 10.5% within 24 hours.* The disruption affects global energy supplies and increases risk of internal instability in Iran.* Market liquidity for regime fall contracts is moderate, with $85,435 traded in USDC.* Prolonged disruptions could destabilise Iran internally, impacting energy markets.
10. https://kevinspoliticalblog.wordpress.com/2026/04/12/outlook-for-the-global-economy-why-the-imfs-2026-curtain-raiser-matters/ - * The IMF’s 2026 outlook highlights global growth at 3.3%, with risks tilted to the downside due to geopolitical shock and energy supply disruptions. * Managing Director Georgieva emphasises the impact of the Middle East war on oil and LNG flows, with potential macroeconomic effects. * Oil prices could rise sharply if conflicts escalate, affecting inflation and supply chains worldwide. * Venezuela’s return to oil markets offers partial relief but does not eliminate strategic vulnerabilities. * The IMF urges targeted fiscal support, policy room to respond to shocks, and preserving central bank credibility.
11. https://nairametrics.com/2026/04/12/imf-to-cut-global-growth-outlook-as-u-s-iran-war-clouds-recovery/ - *The IMF plans to downgrade its global growth forecasts due to escalating US-Iran conflict and associated economic shocks.* *The downturn depends on the duration and speed of recovery from disruptions caused by the conflict.* *US President Donald Trump announced plans for a naval blockade of the Strait of Hormuz, raising energy supply concerns.* *The World Bank also lowered its 2026 growth forecast for Sub-Saharan Africa due to regional economic impacts from the conflict.* *The conflict and geopolitical tensions are hampering economic recovery efforts and prolonging inflation in vulnerable regions.
12. https://rogermontgomery.com/feds-research-risks-a-liquidity-storm/ - * The Federal Reserve published a paper outlining a plan to reduce its balance sheet by US$1.2 trillion to US$2.1 trillion. * Critics, like Michael Howell, warn that shrinking the balance sheet could drain market liquidity and cause asset price drops. * The paper assumes market stability and demand for reserves remain constant, which Howell challenges. * A balance sheet reduction could create liquidity vacuums if the US Treasury does not offset the drain with increased issuance. * Howell warns that the move risks financial instability and a return to pre-2008 market conditions.
13. https://www.abc.net.au/news/2026-04-13/asx-markets-business-news-live-updates/106557140 - * Wall Street's relief rally stalled ahead of US-Iran talks in Pakistan.* Oil prices slipped but remained high, with potential rises if Strait of Hormuz traffic remains blocked.* US inflation data showed a 0.9% CPI increase in March, raising Treasury yields.* The US dollar declined for the worst week since January.* Asian markets, including Japan and Australia, posted gains, although the Australian dollar fell below 70 US cents.* Cryptocurrency markets retreated after peace talk failure.* Gold and copper saw mixed movements amid geopolitical and supply concerns.
14. https://www.lokmattimes.com/international/deadly-whirlpools-irans-revolutionary-guards-warn-us-as-trump-orders-naval-blockade-of-strait-of-hormuz - - Iran's Revolutionary Guards issued a warning to Western forces, stating any aggression would be met with overwhelming force in the Strait of Hormuz. - The US navy was ordered by President Donald Trump to blockade all maritime traffic entering the Strait. - Trump criticised Iran for purportedly raking mines in the water and announced that vessels in international waters paying transit tolls to Tehran would be interdicted. - The move follows a breakdown in negotiations in Islamabad and a reported military threat from Iran. - Iran's Foreign Ministry reiterated its intent to protect its national interests amid rising regional tensions.
15. https://www.gurufocus.com/news/8788787/trump-threatens-blockade-at-strait-of-hormuz-impacting-oil-markets - * U.S. President Donald Trump announced a naval blockade of the Strait of Hormuz, threatening retaliation against Iran. * The announcement follows failed negotiations between the US and Iran in Pakistan. * The blockade aims to prevent vessels from entering or exiting the strait. * Analysts predict the move could lead to rising oil prices and increased demand for safe-haven assets. * The situation has significant implications for Iran's oil exports.
16. https://cargoinsights.co/oil-choke-hormuz-barely-moves-post-ceasefire/ - * Ship traffic through the Strait of Hormuz remains at a near standstill, with only seven vessels passing on Thursday despite a ceasefire. * Total transits since the ceasefire are at least 12, indicating a disruption on record. * US President Trump criticised Iran’s handling of the waterway, citing poor management and concerns over toll fees. * Iran denied reports of ongoing nuclear negotiations and stated negotiations with the US are on hold due to unmet ceasefire commitments and ongoing conflicts.
17. https://www.aol.com/articles/warflation-hit-more-just-gas-182401310.html - * The war in Iran has disrupted the Strait of Hormuz, causing oil prices to spike and affecting global supply chains. * US and Iran brokered a temporary two-week ceasefire, leading to short-term oil price fall. * Rising energy costs, especially diesel and jet fuel, will increase transportation and manufacturing expenses, leading to higher consumer prices. * Elevated oil prices may lead to increased costs for food, plastics, textiles, electronics, and vehicles. * Further disruptions, such as damage to oil infrastructure, risk prolonging inflation and potentially triggering a recession.
18. https://www.goodreturns.in/news/trump-orders-us-navy-hormuz-blockade-after-iran-talks-collapse-011-1501923.html - * Trump announced a US Navy blockade of the Strait of Hormuz following the breakdown of Iran nuclear talks. * The blockade targets vessels paying an 'illegal toll' and aims to restrict energy transport through the vital shipping route. * The Strait of Hormuz is used to move approximately one-fifth of global oil supplies. * The disruption has increased energy prices and impaired Gulf oil and gas exports. * The move occurred during wider US-Israel conflicts, with regional casualties reported in Iran, Lebanon, Israel, and Gulf Arab states.
19. https://news.google.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?oc=5&hl=en-US&gl=US&ceid=US:en - * Ships waiting inside the Gulf include oil tankers, container vessels, and cargo carriers holding fertiliser and refined products. * Early movement after reopening will likely be outbound, with few inbound ships ready to enter. * Market watchers report low confidence among ship operators to pass through the strait. * Quality of inbound and outbound tanker traffic has dropped sharply, affecting Gulf exports. * A ceasefire may temporarily allow cargo to exit but does not address inbound vessel shortages.
20. https://www.jpost.com/business-and-innovation/energy-and-infrastructure/article-892738 - * The IMF warned the Strait of Hormuz might lose most of its traffic due to ongoing regional disruptions. * The warning coincides with increased risks of a potential blockade and decreased oil and gas production in the Gulf region. * The IMF cited the closure of Bab al-Mandeb since October 2023 and delays in Qatar's LNG fields as examples of disrupted supply routes. * US President Donald Trump raised the possibility of a total blockade of the Strait of Hormuz. * Israeli Prime Minister Netanyahu suggested rerouting pipelines towards the Mediterranean as a long-term strategic solution.
21. https://www.gbnews.com/news/world/strait-of-hormuz-ship-captain-donald-trump-blockade - *Captain Raman Kapoor and his crew have been stranded in the Strait of Hormuz since the beginning of the war with Iran.* *The US announced a naval blockade of the Strait following Iran's failure to reopen it.* *Captain Kapoor described the situation as dangerous, with missiles overhead and ships being attacked.* *The crew’s safety concerns and the collapse of peace talks are highlighted.* *The US President confirmed the blockade via social media.*
22. https://www.rawstory.com/iran-war-2676703945/ - • The US announced a naval blockade of the Strait of Hormuz, increasing tensions. • This decision was made after negotiations between Washington and Tehran failed. • The Strait is a critical shipping channel, through which 20% of global oil trade flows. • The blockade is expected to raise energy costs and exacerbate crude shortages. • Karen Young from Columbia University warned about the impact on oil prices.
23. https://pmnewsnigeria.com/2026/04/12/we-will-not-be-involved-in-trumps-strait-of-hormuz-blockade-uk/ - * The UK has announced it will not engage in the US-led blockade of the Strait of Hormuz. * The US ordered a blockade following failed nuclear negotiations with Iran. * The Strait of Hormuz is a critical maritime chokepoint accounting for about 20% of global oil trade. * The UK supports freedom of navigation and is working with France and other partners to protect it. * UK officials clarified that they will not contribute to the American blockade despite having mine-hunting capabilities.
24. https://www.worthynews.com/113630-trump-orders-naval-blockade-of-strait-of-hormuz-after-iran-nuclear-talks-collapse - ['*U.S. President Donald Trump announced a naval blockade of the Strait of Hormuz following failed negotiations with Iran over its nuclear program.', '*The move involves the U.S. Navy and allied nations beginning to block ships entering or leaving the strait, a crucial oil transit chokepoint.', '*Trump ordered enforcement beyond the waterway, including seeking and interdicting vessels paying illegal tolls to Iran, and initiating mine-clearing operations.', '*The escalation heightens tensions in the Middle East and could significantly impact global energy markets and trade.', '*Trump warned Iran that any attacks on U.S. or allied vessels would be met with overwhelming force.']
25. https://www.iltempo.it/esteri/2026/04/12/news/iran-pasdaran-minaccia-trump-blocco-hormuz-attenti-vortice-mortale-47246488/ - * Iranian forces control the Strait of Hormuz, according to Guardiani della rivoluzione. * They warn enemies of the 'deadly vortex' if they make 'wrong calculations'. * The command NAVAL of Pasdaran announced on X that all traffic is under military control. * US President Trump threatened a naval blockade on ships entering and leaving the Strait. * Iran has declared the Strait closed until Washington agrees to a 'reasonable' deal, following failed talks in Islamabad.
26. https://thefrontierpost.com/uk-will-not-join-us-blockade-of-strait-of-hormuz/ - * The UK will not participate in a US blockade of the Strait of Hormuz, according to local media. * UK government supports freedom of navigation through the strait, citing global economic needs. * The UK is working with France and other partners to build a coalition to safeguard navigation. * US President Donald Trump had mentioned the UK sending minesweepers to aid in clearing the strait. * The statement emphasizes opposition to tolling of the strait and support for open shipping routes.
27. https://www.indexbox.io/blog/imf-world-bank-to-assess-economic-fallout-of-us-iran-conflict-in-spring-meetings/ - * Finance ministers and central bankers gather in Washington in April to assess the economic fallout of the U.S.-Iran conflict. * Discussions will focus on diplomatic developments, economic projections, and stability amid geopolitical tensions. * IMF's managing director warns of declining capacity to manage disruptions, revising outlook downward. * Pre-conflict global growth was projected for the US, euro area, and Asian markets, with ongoing concerns about stability. * Continued closure of the Strait of Hormuz could sustain higher oil prices and dampen global growth.
28. https://plus.econvue.com/p/bolt-from-the-blue - * The US announced a naval blockade of Iran's Strait of Hormuz, disrupting oil supplies worldwide.
29. https://wegotthiscovered.com/politics/best-and-sweetest-oil-trump-cant-wait-for-his-favorite-thing-even-if-it-endangers-american-iran-negotiations/ - * The US conducted naval movements through the Strait of Hormuz without Iran's coordination during ongoing negotiations in Islamabad. * President Trump publicly praised US oil resources and tanker movements, indicating a potential energy surge. * Trump suggested that oil tankers are headed to the US to load 'the best and 'sweetest' oil', and downplayed the Strait's closure. * Iranian officials warned that continued US vessel movement could lead to targeted actions, but no ships were reportedly attacked. * The transit occurred as the Strait remains under pressure, influencing global energy markets and diplomatic talks.
30. https://internewscast.com/news/asia/unraveling-market-tensions-what-current-oil-prices-reveal-about-global-economic-stress/ - * Dated Brent hit $131.97 per barrel, up over 7% from the previous session, amid physical market scarcity. * The current physical price exceeds futures prices, indicating real crude oil shortages. * Strait of Hormuz remains almost entirely blocked, with shipping disruptions expected to continue. * Physical Brent prices have shown more volatility than Brent futures, reflecting immediate supply shocks. * Oil market stress is linked to geopolitical tensions and operational risks beyond price risk.
31. https://en.althawranews.net/2026/04/irgc-releases-video-of-us-destroyers-retreat-from-hormuz-strait-after-warning/ - * The IRGC published footage showing US destroyers fleeing the Strait of Hormuz after a warning from Iranian forces. * The incident occurred in the eastern part of the Strait of Hormuz. * The IRGC warned that any military vessel crossing the Strait would be dealt with severely. * Iranian officials denied reports of US vessels passing through or operating in the Strait. * The US CENTCOM claimed to have begun setting conditions for mine clearance, with two US Navy guided-missile destroyers conducting operations.
32. https://internewscast.com/news/asia/unraveling-market-tensions-what-current-oil-prices-reveal-about-global-economic-stress/ - * The price of physical Brent crude has increased above $131 per barrel, indicating market scarcity and stress. * The July Brent futures are trading slightly higher, but physical spot prices remain elevated, reflecting real shortages. * Shipping disruptions through the Strait of Hormuz continue, impacting global oil supply and market dynamics. * Market dislocation observed between physical Brent and Brent futures, highlighting operational and geopolitical risks. * Industry experts emphasise ongoing supply stress despite a ceasefire in the Middle East.
33. https://news.abplive.com/news/world/us-iran-war-news-trump-old-post-on-iran-goes-viral-tehran-trolls-us-president-1836118 - * Iran uses sarcastic social media posts to mock US claims and actions regarding the Strait of Hormuz. * Posts compare past US sanctions and negotiations with current tensions. * Tensions escalate as Trump orders a naval blockade after failed talks in Islamabad. * The Strait is a critical global oil route, and disruption poses economic and military risks. * Iran’s digital campaign aims to shape international perception amid real-world escalation.
34. https://sana.sy/economy/2448934/ - * شركة “Kpler” تحذر من أن نحو 400 ناقلة نفط محملة في الخليج تنتظر الخروج وسط انعدام الثقة بمرور مضيق هرمز، مع وجود حوالي 100 ناقلة فارغة تريد الدخول. * الخبراء يشيرون إلى أن أكثر من 100 ناقلة نفط كانت تعبر مضيق هرمز يومياً، وتأخر الخروج يعيق تدفق النفط والسلع. * من المتوقع أن يستغرق استئناف التدفقات إلى مستويات ما قبل التوقف حتى يوليو، مع تأثيرات قصيرة الأجل على أسعار النفط والسلع. * بيانات “Marine Traffic” تُظهر أن 426 ناقلة نفط و34 ناقلة غاز مسال و19 سفينة غاز طبيعي مسال لا تزال عالقة في المنطقة.
35. https://northiowatoday.com/2026/04/12/iran-fails-to-give-up-nuke-program-forcing-usa-to-meet-world-demand-for-precious-oil/ - * The US Navy has begun a total blockade of the Strait of Hormuz following failed negotiations with Iran over its nuclear program. * The US aims to cut Iranian oil revenue and neutralise its maritime influence. * The US maritime blockade is described as a multi-national effort but primarily enforced by the US Navy. * The US plans to pivot its energy sector to compensate for disruptions caused by the blockade, with increased exports of crude oil and natural gas. * The blockade will remain until Iran’s nuclear ambitions are halted, with military actions including destruction of mines and threats against Iranian forces.
36. https://www.india.com/news/world/iran-ignores-trumps-threats-to-charge-2-million-per-vessel-as-fees-to-use-strait-of-hormuz-sets-daily-limit-tehran-united-states-donald-trump-irgc-abbas-araqchi-islamabad-8378545/ - * Iran has decided to permit 10 vessels daily to pass through the Strait of Hormuz. * Iran set a transit fee of $2 million per vessel. * Permission to transit requires obtaining a permit from Iran. * Iran has established a protocol for vessels following specific routes. * The decision follows a ceasefire and ongoing US-Iran tensions over the Strait.
37. https://internewscast.com/news/asia/unraveling-market-tensions-what-current-oil-prices-reveal-about-global-economic-stress/ - * The spot price of dated Brent increased over 7% to $131.97 per barrel, reflecting physical oil scarcity. * The price peaked at $144.42 before a US-Iran ceasefire, indicating ongoing physical market pressure. * Brent futures for June delivery are trading 0.6% higher at $96.51. * Straits of Hormuz disruption and geopolitical risk continue to constrain oil supplies. * Market dislocation shows physical Brent prices are more volatile than futures, pointing to immediate supply shocks.
38. https://www.bworldonline.com/top-stories/2026/04/13/742265/imf-world-bank-meetings-to-kick-off-with-the-global-economy-under-strain/ - * The IMF and World Bank held their spring meetings in Washington, D.C., focusing on the impact of the Middle East conflict on the global economy. * Central banks are advised to consider rate hikes cautiously due to oil shocks and inflation risks. * The war could reduce global growth by up to 0.4 percentage points and inflate inflation by up to 0.9 percentage points. * The World Bank slashed forecasts for emerging markets' growth and raised inflation estimates in response to the conflict. * The Philippines' GDP growth forecast was reduced to 3.7% for 2026 amid energy emergency concerns.
39. https://diariolatino.net/arabia-saudita-anuncio-la-reparacion-de-estrategico-oleoducto-que-evita-la-ruta-de-ormuz/ - • Saudi Arabia announces full repair of the East-West oil pipeline, operational after Iranian attacks. • The pipeline connects eastern fields to the west, bypassing the Strait of Hormuz. • Reopening supports global oil supply, with a capacity of approximately seven million barrels per day. • Production at the Manifa field returns to near 300,000 barrels daily; Khurais is under repair. • The event occurs amid increased regional tensions and US military actions in the Gulf.
40. https://blog.liquide.life/us-iran-talks-failure-oil-price-impact-nifty-outlook/ - * US–Iran negotiations in Islamabad concluded without resolution after 21 hours on April 12, 2026. * Oil prices are expected to rise sharply, with potential to reach $100 per barrel within 24 to 48 hours. * The Strait of Hormuz, a key global oil transit route, remains a flashpoint following US naval escalation and threats of military action. * Indian stock markets recovered after a six-week decline but face heightened volatility amid geopolitical risks. * Focus shifts to the Q4 FY26 earnings season, influencing stock-specific performance and market volatility.
41. https://malawifreedomnetwork.com/2026/04/12/global-shockwaves-donald-trumps-hormuz-blockade-gamble-sparks-fears-of-economic-chaos/ - * Donald Trump announced a naval blockade targeting the Strait of Hormuz, causing global alarm. * The Strait accounts for about a fifth of global oil supply; the blockade threatens this major route. * Countries like Japan and Gulf states face supply shocks and economic disruptions. * Energy markets react with potential oil prices rising over $300 per barrel, affecting the global economy. * The move could strengthen Iran's position and benefit Russia, with destabilising international impacts.
42. https://imparcialoaxaca.mx/internacional/ee-uu-anuncia-bloqueo-en-ormuz-tras-fracaso-con-iran-y-eleva-tension-global/ - * The U.S. president, Donald Trump, announced a naval blockade in the Strait of Hormuz following failed negotiations with Iran in Islamabad regarding Iran's nuclear programme. * The Strait of Hormuz handles around 20% of global oil and gas, making it a critical energy route. * Iran had recently restricted maritime passage, reducing ship transit after a temporary ceasefire. * The U.S. threatens immediate response to any attack against its forces or civilian ships and plans operations to detect and destroy mines. * Iran’s Revolutionary Guard reaffirmed control over the Strait and warned of military retaliation, increasing conflict risk. * The conflict risks impact on global economy through higher fuel costs and disrupted trade routes.
43. https://nypost.com/2026/04/12/world-news/iran-issues-dire-warning-about-president-trumps-strait-of-hormuz-blockade/ - * Iran warns military vessels approaching the Strait of Hormuz will face a 'strong and forceful response'. * President Trump announced a blockade on the waterway, aiming to stop all ships until unrestricted oil flow. * Iran’s Islamic Revolutionary Guard Corps Navy asserts control of the Strait and states it remains open for non-military vessels. * Iran claims the Strait is open for non-military vessels under specific regulations. * The US reports two Navy destroyers went through the Strait and downed an Iranian drone.
44. https://windward.ai/blog/april-12-maritime-intelligence-daily/ - * Four days after a ceasefire, maritime conditions in the Strait of Hormuz remain restricted, inconsistent, and dependent on permissions. * Transit volumes increased slightly on April 11, with 17 vessels transiting, but overall vessel presence declined sharply. * U.S. forces initiated mine clearance operations and signalled potential enforcement measures, including interdiction and blockade. * Selective crude flows continue, with Iranian exports active, and 172 crude tankers en route to the U.S. Gulf Coast. * Ongoing global disruptions include vessel detention near Sweden and severe spill impacts at the Antwerp-Bruges port.
45. https://diariolatino.net/arabia-saudita-anuncio-la-reparacion-de-estrategico-oleoducto-que-evita-la-ruta-de-ormuz/ - * Saudi Arabia announces full repair and operation of the Este-Oeste oil pipeline after Iranian attacks, reconnecting oil fields to the West without crossing Hormuz. * The pipeline, critical for global oil supply, previously suspended operations due to damage from Iranian hostilities. * The repair enables a capacity of approximately seven million barrels per day, impacting global oil markets. * Concurrently, US announces naval blockade of the Strait of Hormuz in response to Iran's refusal to cease nuclear activities. * The situation heightens geopolitical tensions in the Gulf, with ongoing US and Iran military activities.
46. https://www.washingtontimes.com/news/2026/apr/12/us-navy-moving-blockade-strait-hormuz-allies-expected-help-clear/ - * The U.S. Navy initiated mine-clearing operations in the Strait of Hormuz using aircraft carriers USS Gerald R. Ford and USS Abraham Lincoln. * The operation aims to clear sea mines laid by Iran’s Islamic Revolutionary Guards Corps. * The move coincided with ceasefire negotiations between the U.S. and Iran in Islamabad. * The UK is deploying autonomous mine-hunting drones as part of efforts to clear the strait. * President Trump announced the blockade of the Strait of Hormuz in response to Iranian mines and restrictions on maritime passage.
47. https://triblive.com/news/world/lessons-learned-in-70s-have-made-us-world-economies-less-vulnerable-to-oil-shocks/ - * The world economy faces a renewed oil price surge due to Middle East conflict, threatening inflation and slower growth. * Since the 1970s, countries have improved energy efficiency, diversified energy sources, and reduced dependence on Middle Eastern oil. * The U.S. has increased domestic energy production, becoming a net exporter by 2019, and transitioned away from oil in electricity generation. * Policy measures, energy efficiency laws, and strategic reserves have mitigated the impact of current oil disruptions. * However, continuing reliance on petroleum in transportation and recent policy reversals pose ongoing vulnerabilities.
48. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5261500-%D8%A7%D9%84%D8%AA%D8%B9%D8%A7%D9%81%D9%8A-%D8%A7%D9%84%D8%B3%D8%B1%D9%8A%D8%B9-%D9%84%D9%84%D9%85%D8%B1%D8%A7%D9%81%D9%82-%D8%A7%D9%84%D9%86%D9%81%D8%B7%D9%8A%D8%A9-%D9%8A%D9%83%D8%B1%D9%91%D8%B3-%D9%85%D9%88%D8%AB%D9%88%D9%82%D9%8A%D8%A9-%D8%A7%D9%84%D8%B3%D8%B9%D9%88%D8%AF%D9%8A%D8%A9-%D8%A8%D9%88%D8%B5%D9%81%D9%87%D8%A7-%D9%85%D9%88%D8%B1%D8%AF%D8%A7%D9%8B-%D8%B9%D8%A7%D9%84%D9%85%D9%8A%D8%A7%D9%8B-%D9%84%D9%84%D8%B7%D8%A7%D9%82%D8%A9 - * Saudi Arabia announced the rapid recovery of energy facilities following recent attacks, including the restoration of oil pipeline and Dangote refinery operational capacity. * The Saudi Ministry of Energy confirmed full operation of the east-west pipeline with a capacity of about 7 million barrels per day, and the Mina refinery with 300,000 barrels per day. * Efforts continue to restore full production capacity of the Khurais field, with ongoing assessments of damages. * The east-west pipeline, 1200 km long, is the only export route in light of the closure of the Strait of Hormuz. * Saudi Arabia has activated emergency plans to increase exports via the Red Sea in response to ongoing geopolitical tensions affecting key regional routes.
49. https://greekcitytimes.com/2026/04/13/strait-of-hormuz-mines-us-navy-iran/ - * The US Navy has begun operations to clear naval mines from the Strait of Hormuz due to increasing security threats. * Operations face difficulties due to a lack of comprehensive maps of mine placements and ongoing security threats. * The operation exposes capability gaps as the US and UK struggle with outdated or redeployed minesweeping fleets. * Autonomous mine-clearing drones are being deployed by the UK as a limited support measure. * The situation highlights strategic vulnerabilities in Western mine warfare capabilities and the importance of controlling critical shipping lanes.
50. https://realeconomy.rsmus.com/market-minute-the-cost-of-failed-ceasefire-talks/ - * The failure of talks with Iran over the weekend will lead to a rise in oil prices as markets open in Asia, London, and New York. * A naval blockade announced out of the Persian Gulf will worsen shortages of oil, natural gas, and refined products. * Before the talks, about 10% of the world's oil was constrained; this will tighten as shipments from the Red Sea become crucial. * Energy prices such as oil, diesel, jet fuel, and gasoline are expected to increase. * Safe haven moves will push the US dollar up, bond yields will rise due to stagflation concerns, and inflation expectations will climb. * Dated Brent crude closed at $125.88, with potential to reach $144.46. * Gasoline prices in the US dropped temporarily but are expected to increase again; governments may introduce relief measures.
51. https://news.ltn.com.tw/news/world/breakingnews/5401748 - • 重新開放荷姆茲海峽面臨困難，但全面開放不足以恢復正常供應。 • 船舶等待駛出波斯灣，過去每日100多艘減少到10艘或更少。 • 停火協議脆弱，導致船舶運營商缺乏信心進入海峽。 • 物資短缺及價格高漲預料將持續數月，影響原油、燃料與貨櫃貨物運輸。 • 進出口停滯可能導致肥料及商品產量停滯，整體供應鏈受阻。
52. https://www.business-standard.com/world-news/oil-markets-scramble-for-supplies-as-west-asia-shortfall-drives-prices-126041200896_1.html - * Physical crude prices in North Sea hit over $140 a barrel due to a global shortage, contrasting with the 13% drop in futures prices to about $95 per barrel. * Shortfalls are driven by disruption in West Asian supplies, leading to increased premiums for immediate crude delivery. * Refiners in Europe and Asia are ramping up efforts to secure crude, with Asian refiners sourcing from the US, Canada, and Venezuela. * US crude exports are at record levels, with a premium of nearly $4 per barrel at Houston. * Rising prices are causing refiners to reduce output, increasing shortages of products like diesel and jet fuel, with US inventories at a 16-year low.
53. https://fortune.com/2026/04/12/saudi-arabia-east-west-pipeline-full-capacity-iran-war-attack/ - * Saudi Arabia has restored the full pumping capacity of its East-West pipeline to 7 million barrels per day. * The pipeline rehabilitation follows a strike that damaged a pumping station, reducing throughput by 700,000 barrels a day. * Saudi Aramco has also restored output from the offshore Manifa facility; work is ongoing at Khurais. * The recovery enhances supply reliability to local and global markets. * The events occurred amid tensions in the Iran war and shutdowns at the Strait of Hormuz, affecting crude shipments.
54. https://www.irishexaminer.com/business/economy/arid-41825990.html - * Failed peace talks between US and Iran led to US president Donald Trump ordering a blockade of the Strait of Hormuz. * The talks collapsed after 21 hours of negotiations, ending a two-week ceasefire. * Around 20% of the world's oil supply passes through the Strait of Hormuz, which saw less than 10% of normal traffic last week. * Oil prices dropped below $100 per barrel during the ceasefire but are expected to increase again following the breakdown. * Analysts predict oil prices will rise, equities may slide, and the Strait of Hormuz remains a critical chokepoint.
55. https://menews247.com/commodities-weekly-energy-slumps-but-physical-oil-stress-keeps-the-market-on-edge-saxo-bank/ - * The Bloomberg Commodity Index is forecast to decline by around 3.6% for the week, with a sharp correction in energy, while metals rebound and agriculture moderates. * The energy sector index fell about 9.4% this week amid ongoing disruptions to flows through the Strait of Hormuz and physical market tightness, particularly in the North Sea. * Crude prices remain influenced by physical supply issues despite a broader market correction and geopolitical signals of de-escalation. * Metals, especially gold, silver, and platinum, strengthen supported by macro factors such as a softer dollar and stabilising demand expectations. * Copper shows signs of stabilisation with technical recovery, driven by falling stocks in China and improving demand signals. * Agriculture markets decline modestly as supply outlook improves and energy-driven rallies fade, with factors like increased fertiliser costs influencing prices.
56. https://news.bitcoin.com/us-navy-enters-strait-of-hormuz-to-clear-iranian-mines-bitcoin-falls-2-5/ - * The U.S. Navy deployed USS Frank Peterson and USS Murphy into the Strait of Hormuz to clear Iranian mines. * The deployment occurred in response to Iranian refusal to abandon its nuclear programme and resulting diplomatic breakdown. * Bitcoin price declined by approximately 2.5% following the military announcement, with market reactions linked to geopolitical tensions. * Iran's restrictions in the Strait led to 2,000 vessels being stranded in the Persian Gulf; crude oil markets responded with price spikes above $100 per barrel. * President Trump announced the destruction of all Iran’s mine-laying boats and accused Iran of charging tolls in cryptocurrency for passage.
57. https://www.telegraaf.nl/buitenland/live-trump-amerikaanse-marine-gaat-straat-van-hormuz-blokkeren/145591926.html - * The Iranian Revolutionary Guard (IRGC) threatens to turn the Strait of Hormuz into a 'deadly whirlpool' if enemies make a misstep. * IRGC claims complete control over the strategic waterway and displays imagery of vessels in sight. * The threats follow US President Donald Trump's announcement of plans to block and mine the strait. * The IRGC has historically overseen the coastguard and strategised for control of the strait during past conflicts.
58. https://timesofindia.indiatimes.com/world/middle-east/how-are-china-and-iran-cornering-us-without-firing-a-shot-amid-tensions-in-gulf/articleshow/130211394.cms - * China uses dominance over rare earth minerals to retaliate against US tariffs, restricting exports. * Iran tightens control over the Strait of Hormuz, disrupting global oil flows. * Disruptions lead to higher fuel, fertiliser, aluminium, plastics, and food prices. * US response criticised for lack of preparedness and assessment of energy market impacts. * Countries diversify supply chains and invest in domestic production to reduce reliance on geopolitical rivals.
59. https://tradingqna.com/t/poll-20260413-where-will-nifty-close-this-expiry/193127#post_20 - * Donald Trump states the US Navy will begin blocking ships entering or leaving the Strait of Hormuz. * The blockade aims to interdict vessels paying tolls to Iran and destroy mines laid by Iran. * The US considers Iran's actions as extortion and illegal, with plans to enforce strict measures. * The stance reflects a response to Iran's refusal to give up nuclear ambitions and ongoing tensions. * The statement implies a strategic move to tighten maritime control in the region.
60. https://nairametrics.com/2026/04/12/trump-orders-u-s-navy-to-blockade-strait-of-hormuz-after-iran-talks-collapse/ - * U.S. President Donald Trump ordered the Navy to blockade ships entering or leaving the Strait of Hormuz following Iran talks collapse on April 12. * The order was issued amid failed negotiations between the US and Iran in Islamabad, which broke down over Iran's nuclear ambitions. * Trump stated the blockade was necessary to counter Iran’s actions and described Iran’s conduct as coercive. * The dispute impacted global oil prices, with oil surging to $120 per barrel since late February, but dropping after the announcement of the blockade. * The situation has heightened concerns over maritime security and global oil supply disruptions.
61. https://www.business-standard.com/world-news/oil-markets-scramble-for-supplies-as-west-asia-shortfall-drives-prices-126041200896_1.html - * Global crude oil market experiences shortages due to loss of supplies from West Asia, leading to bids above $140 a barrel in the North Sea. * Immediate supply premiums have soared, while futures prices dropped 13% to around $95 a barrel. * Physical Brent hit a record $144 a barrel before dropping to $126, with high premiums for Nigerian, US, Canadian, and Venezuelan crude. * Asian refiners seek prompt supplies from US, Canada, and Venezuela amid increased premiums and urgency. * US inventories of jet fuel and diesel reach near 16-year lows, amid soaring prices and easing ceasefire talks.
62. https://gcaptain.com/heres-a-list-of-gulf-energy-infrastructure-damaged-in-iran-war/ - * Dozens of refineries, gas plants, oil fields, ports, and energy facilities in the Middle East have been damaged or disrupted due to missile and drone attacks during the Iran conflict. * Major facilities affected include refineries in the UAE, Saudi Arabia, Bahrain, Kuwait, and Iraq, with some operations halted or operational status unclear. * Gas and LNG facilities in Qatar, UAE, and Iran have been hit, causing fires and damage, with Qatar declaring force majeure. * Oil production was affected by drone attacks, reducing flow from pipelines and fields in Saudi Arabia, Iraq, and Iran. * Ports across the Gulf region experienced shutdowns, damage, or operational delays following drone strikes. * Several aluminium plants in the UAE, Bahrain, and Iran suffered damage, with some halting production. * The conflict has severely impacted crude exports and energy market stability in the region.
63. https://news.bitcoin.com/hyperliquid-us-oil-perps-skyrocket-after-jd-vance-fails-to-reach-iran-nuclear-deal-in-islamabad/ - * JD Vance's talks with Iran in Islamabad ended without a deal on April 12, 2026. * Oil-linked perpetual contracts on Hyperliquid spiked to over $130 per barrel amid Strait of Hormuz concerns. * Market researcher Jim Bianco clarified the price spike was on an ETF, not crude oil futures. * Hyperliquid, a decentralised platform, has been central to oil speculation since late February 2026 escalation. * Oil prices surged due to shipping disruptions and geopolitical tensions, with Brent crude reaching over $119 before easing somewhat.
64. https://gcaptain.com/oil-tankers-u-turn-in-hormuz-as-us-iran-talks-break-down/ - * Two empty crude tankers attempted to transit the Strait of Hormuz on Sunday but turned back following failed US-Iran negotiations. * The tankers approached Iran’s Larak island before U-turning just as negotiations in Islamabad failed. * One VLCC successfully made it through the Iranian route into the Persian Gulf. * Additional ships attempting to transit have aborted efforts due to security risks, reflecting ongoing tensions. * The Strait remains a critical energy route affected by ongoing US and Israeli strikes on Iran, with supply disruptions continuing.
65. http://malaysiansmustknowthetruth.blogspot.com/2026/04/australian-pm-to-visit-malaysia-brunei.html - * Australian Prime Minister Anthony Albanese will visit Malaysia and Brunei from April 14 to 17. * The trip aims to reinforce regional partnerships to maintain energy security due to disruptions caused by Iran’s blockade of the Strait of Hormuz. * Australia relies on Malaysia and Brunei for fuel imports, with Malaysia being its third-largest source of refined fuel. * The government has engaged with multiple regional partners including Malaysia, Brunei, China, and South Korea. * Albanese also met with Singapore’s Prime Minister Lawrence Wong to discuss energy security.
66. https://www.zeit.de/politik/ausland/2026-04/usa-iran-strasse-von-hormus-blockade - * Nach Abbruch der Verhandlungen mit dem Iran kündigte US-Präsident Trump eine Seeblockade der Straße von Hormus an. * Die Blockade soll in Kürze beginnen, Schiffe, die illegale Abgaben zahlen, könnten gestoppt werden. * Trump ordnete an, mutmaßliche iranische Minen zu beseitigen und stellt militärische Gegenmaßnahmen bei Angriffen in Aussicht. * Weitere Staaten, darunter Großbritannien, sollen an der Blockade beteiligt werden. * Die Straße ist eine wichtige Route für den globalen Öltransport, die durch Drohungen und Angriffe auf Schiffe beeinträchtigt wurde.
67. https://247wallst.com/investing/2026/04/12/oil-surges-7-on-hormuz-blockade-u-s-gulf-tanker-rush-3-stocks-to-buy-now/ - * President Trump orders a blockade of the Strait of Hormuz, causing Brent crude to rise to $96 per barrel and WTI to $97. * Rerouted tankers are sourcing crude from U.S. Gulf Coast ports, increasing domestic export demand. * Major U.S. oil companies, ConocoPhillips, Chevron, and ExxonMobil, benefit from higher prices and export activity. * The development is driven by geopolitical tensions involving Iran and US diplomatic responses. * Stocks of these companies are positioned to capture the premium from increased domestic production and exports.
68. https://guardian.ng/news/agriculture-manufacturing-should-drive-nigerias-growth-nesg/ - * India's economy is projected to surpass 6% growth during the fiscal year 2024-25, according to recent forecasts. * The forecast indicates a steady recovery following previous slowdown impacts. * The recovery is driven by domestic consumption and investment, amidst global uncertainties. * Economists note that the growth aligns with India’s ongoing structural reforms and digitalisation efforts. * The positive outlook supports increased demand in sectors including energy, manufacturing, and infrastructure.
69. https://www.pakistantoday.com.pk/2026/04/12/middle-east-war-expected-to-overshadow-imf-world-bank-meetings - * Finance officials meeting in Washington discuss economic impacts of Middle East conflict. * IMF and World Bank revise global growth projections downward for 2026. * Emerging markets and developing economies are most exposed to higher energy costs and supply disruptions. * Inflation in these economies projected to rise to 4.9%, potentially reaching 6.7% in worst-case scenario. * Emergency financing needs estimated between $20 billion to $70 billion. * International environment strained by US-China tensions and G20 coordination issues. * Experts warn of increased debt risks and reduced fiscal space in vulnerable countries.
70. https://www.stl.news/strait-of-hormuz-crisis-deepens-military-tensions-oil/ - * The Strait of Hormuz is experiencing increased military activity amid ongoing Iran conflict, disrupting shipping traffic. * US naval presence has been increased to secure the waterway and clear hazards, raising tensions. * Iran has issued warnings against perceived aggression, claiming control over the Strait. * Global markets are reacting to shipping disruptions, with rising oil prices and rerouting efforts. * Diplomatic negotiations have failed, heightening the risk of escalation and global economic impact.
71. https://www.businesstoday.in/world/story/trump-escalates-pressure-on-iran-warns-china-of-50-tariff-over-military-support-525282-2026-04-12 - * Donald Trump escalates rhetoric on Iran conflict, threatening a 50% tariff on China if it provides military assistance to Iran. * Trump claims capability to target Iran’s energy infrastructure within a day. * US plans to blockade the Strait of Hormuz to disrupt global oil shipments, with support from the UK and potentially NATO. * US is deploying minesweeping vessels to clear suspected sea mines in the waterway. * Trump indicates that efforts to secure the Strait may involve multiple nations and could be implemented promptly.
72. https://www.foxnews.com/media/trump-details-sweeping-all-nothing-us-blockade-strait-hormuz-after-failed-iran-talks - * President Donald Trump announced a complete blockade of the Strait of Hormuz following failed talks with Iran in Pakistan. * The policy prohibits any ships from entering or leaving the waterway, with no exceptions for allies. * Trump blamed Iran for obstructing freedom of navigation and declared intentions to destroy mines and interdict vessels. * The move aims to cut Iran's oil profits and impact global oil supply amid current disruptions. * Normal operations in the Strait are suspended while tankers load in the Gulf of America to alleviate market pressures.
73. https://www.foxnews.com/politics/timeline-trumps-escalating-threats-iran-strait-hormuz - * President Donald Trump announced the U.S. Navy will begin a blockade of the Strait of Hormuz, targeting vessels paying tolls to Iran. * The move follows a series of deadlines and threats issued by Trump from March to April, including warnings of strikes on Iranian infrastructure. * The Strait of Hormuz, a critical energy choke point, transports about 20 million barrels of oil daily and accounts for one-fifth of global LNG. * Trump’s warnings and actions increase tensions in an area of strategic importance for global energy supplies. * The U.S. aims to reopen the strait amid ongoing Iran-US tensions, with the last deadline set for April 7, which coincided with a ceasefire call.
74. https://www.stl.news/global-markets-react-war-risk-investors-uncertainty/ - * Financial markets experience increased volatility due to escalating geopolitical tensions in the Middle East. * Oil prices surge over fears of supply disruptions through the Strait of Hormuz. * Safe-haven assets like gold and US Treasury bonds see rising demand. * Stock markets show mixed reactions, with energy and defence stocks benefiting and travel, retail sectors under pressure. * The US dollar strengthens as a preferred safe-haven currency, while emerging market currencies weaken. * Businesses are adjusting strategies, facing higher costs and supply chain concerns. * Growing disconnect observed between market indicators and real economic pressures. * Investors focus on diplomatic efforts, military activity, oil supply strategies, and government responses as key future influences. * Rising risk of rapid escalation in geopolitical tensions heightens investor caution.
75. https://www.stl.news/strait-of-hormuz-crisis-deepens-military-tensions-oil/ - * The Strait of Hormuz experiences increased military activity, disruption of shipping, and heightened tensions, affecting global oil supply. * US naval forces have increased presence; Iran issued warnings amid conflict over control. * Shipping is delayed or cancelled; oil prices are volatile, and supply chains are adjusting. * Diplomatic efforts to ease tensions have failed, raising fears of escalation. * The crisis underscores risks to global energy markets and economic stability.
76. https://m.jiemian.com/article/14229380.html - * Conflict escalation in the Middle East, including Israeli airstrikes and tensions between the US and Iran, has increased security concerns and restricted shipping through the Strait of Hormuz. * Disruptions have caused delays and increased costs for shipping goods from China to Gulf countries, with sea freight rising significantly. * Chinese companies operating in the Middle East face logistical challenges, reduced orders, and rerouted shipments due to delays and safety concerns. * Major projects and consumer demand are slowing, with businesses adopting cautious strategies amid rising costs and uncertain prospects. * Past regional crises suggest potential for recovery and new opportunities once tensions ease.
77. https://www.democrata.es/en/international/us-and-iran-turn-the-strait-of-hormuz-into-a-bottleneck-banned-to-global-merchant-traffic/ - * US President Donald Trump announced a perimeter closure of the Strait of Hormuz, under Iran's control since February 28. * The strait, a key route for international energy trade, is now de facto closed to commercial navigation. * Trump threatened to intercept merchant vessels suspected of paying Iran's tolls in international waters. * The legal dispute involves conflicting claims of territorial waters by Iran and Oman, and questions over international law. * Iran announced plans to impose tolls on ships, which the US and EU oppose, risking disruption of energy trade through this maritime corridor. * The strait normally facilitates the transit of some 20 million barrels of crude oil daily, valued at around 500 billion euros annually.
78. https://www.india.com/news/world/breaking-donald-trump-orders-complete-blockade-of-strait-of-hormuz-us-navy-to-halt-ships-8378416/ - * US President Donald Trump orders a complete blockade of the Strait of Hormuz. * The US Navy will halt ships attempting to enter or exit the Strait immediately. * The order follows failed ceasefire negotiations between the US and Iran in Islamabad. * Trump’s statement includes an effort to prevent Iran from levying tolls on ships. * The Strait of Hormuz is a key maritime route for global energy supply, seized control by Iran in retaliation for attacks by the US and Israel.
79. https://en.tempo.co/read/2097798/strait-of-hormuz-ship-charge-proposal-sparks-pushback - * Iran plans to impose transit fees on ships passing through the Strait of Hormuz, according to The New Arab. * The draft law proposes fees paid in Iranian rial and suggests Iran could control the strait's passage. * The move occurs amid ongoing shipping disruptions and tensions involving the US, Israel, and Iran. * The International Maritime Organization states the plan violates international law and warns of detrimental effects on global trade. * US President Donald Trump and IMO Secretary-General Arsenio Dominguez oppose the charges. * The proposal adds to the strained relations following Iran-US talks in Pakistan ending without agreement.
80. https://www.jfeed.com/middleeast/hormuz-strait-iran-naval-tensions - * The Iranian Revolutionary Guard Navy warns that the Strait of Hormuz would become a 'deadly whirlpool' for foreign forces. * The statement was released as a response to increasing US pressure and talk of a naval blockade. * Tehran signals readiness to use maritime capabilities to challenge restrictions on its access to the shipping lane. * The warning aims to deter US and allied efforts to police or block the strait. * The threat enhances regional security concerns and impacts the global energy market.
81. https://www.express.co.uk/news/world/2193157/iran-issues-chilling-threat-towards-US - * Iran released an audio recording showing Iranian forces issuing a 'last warning' to US Navy ships in the Strait of Hormuz. * The recording included threats of attack if the US vessels did not alter course, with Iranian navy warnings broadcast on 12 April 2026. * US Central Command (CENTCOM) confirmed US Navy guided-missile destroyers were conducting mine clearing in the strait. * Iran declared control of the Strait of Hormuz, stating permission to pass is granted only to non-military vessels and threatened to open fire on military ships. * US President Donald Trump announced plans to begin blocking ships from entering or leaving the strait.
82. https://www.salon.com/2026/04/12/locked-and-loaded-trump-orders-hormuz-blockade/ - ['*After failed negotiations to ceasefire Iran War, US plans naval blockade of the Strait of Hormuz.', '*The move, announced after talks stalled, aims to escalate military pressure on Iran.', '*The Strait of Hormuz is a critical global shipping route through which a significant portion of world oil passes.', '*Iran had previously restricted access to the strait, disrupting maritime traffic.', '*The blockade could lead to economic and geopolitical consequences due to the strategic importance of the chokepoint.']
83. https://www.ibtimes.com.au/strait-hormuz-still-restricted-today-fragile-ceasefire-leaves-vital-oil-route-near-standstill-1866267 - * The Strait of Hormuz, a vital oil route, remains restricted despite a two-week ceasefire between the US and Iran. * Shipping activity is significantly below normal levels, with only a few vessels transiting due to safety and political concerns. * The conflict erupted in February 2026; Iran has laid naval mines and controls passage under military oversight. * Oil prices have risen towards $100 per barrel with ongoing supply disruptions affecting major exporters. * Diplomatic talks in Islamabad have stalled, raising fears of renewed conflict and continued supply chain risks.
84. https://www.indexbox.io/blog/fire-tube-chemical-boiler-market-forecast-points-higher-toward-2035-driven-by-petrochemical-expansion/ - * The global Fire Tube Chemical Boiler market is projected to experience steady expansion through 2035, driven by chemical manufacturing capacity growth, diversification, and replacement demand. * Asia-Pacific will dominate consumption, especially in China and India, with strong growth linked to petrochemical and fertiliser investments. * Growth in other regions like North America, Europe, Middle East, Africa, and Latin America will be driven by retrofit activities, efficiency upgrades, and regional industrial policies. * Challenges include margin pressure, high initial capital costs, regulation compliance costs, and competition from alternative steam generation technologies. * Major participants include ExxonMobil, SABIC, Sinopec, BASF, Dow, Mitsubishi Chemical, and others.
85. https://www.cairo24.com/2404834 - * Gulf stock markets decline following failed Iran-U.S. negotiations in Islamabad. * Negotiations lasted 21 hours, ended with accusations, affecting global economy. * During the conflict, Iran's closure of the Strait of Hormuz led to a sharp rise in oil prices. * Saudi Arabia resumed full capacity of East-West pipeline, benefiting from rising oil revenues. * Three large tankers crossed the Strait of Hormuz post-ceasefire, restoring energy shipping normalcy. * Iran's blockade impacted 20% of global oil and gas supplies, causing price hikes.
86. https://worldoil.com/news/2026/4/12/u-s-loans-8-5-mmbbl-from-spr-in-second-release-amid-iran-war/ - * The U.S. Department of Energy loaned 8.48 MMbbl of crude oil from the Strategic Petroleum Reserve to four companies. * The release is part of the second tranche aimed at stabilising markets during the Iran conflict. * The U.S. plans to release up to 172 MMbbl from the SPR through 2027, with a total global release of approximately 400 MMbbl. * The DOE announced a third offering of 30 MMbbl from Louisiana's West Hackberry storage site. * The releases are loans designed to support market stability without direct cost to taxpayers.
87. https://www.businesstoday.in/world/story/world-extortion-no-safe-passage-for-ships-paying-illegal-toll-at-hormuz-warns-trump-525279-2026-04-12?utm_source=rssfeed - * Former US President Donald Trump warned that vessels paying ‘illegal tolls’ to Iran in the Strait of Hormuz will face interception and deny safe passage. * He announced a broader US naval response, including potential blockade and mine destruction operations. * Trump directed the US Navy to interdict vessels linked to payments and ensure maritime traffic flow. * He warned of retaliation against hostile actions and criticised Iran’s nuclear negotiations. * The Strait of Hormuz is a critical maritime route for global oil exports, with disruptions impacting energy markets.
88. https://arynews.tv/trump-vows-to-blockade-strait-of-hormuz - * President Donald Trump announced the US Navy would begin blockading the Strait of Hormuz, a key global energy chokepoint, in response to Iran's actions and failed talks. * The blockade aims to interdict vessels paying tolls to Iran and destroy mines; authorised immediately. * The talks between the US and Iran, the first in over a decade, failed to produce an agreement, with Iran demanding control of the strait and other regional concessions. * Iran’s demands include control of the Strait of Hormuz, payment of reparations, and ceasefire in Lebanon; Iran denies pursuing nuclear weapons. * Despite the talks, Iranian oil tankers passed through the strait; many vessels remain stranded awaiting the ceasefire period.
89. https://www.dailymail.co.uk/news/article-15726477/Trump-BLOCKADES-Strait-Hormuz-US-Navy-deployed-riddled-powder-keg-Iran-rejected-peace.html - * Donald Trump announced the US will blockade the Strait of Hormuz following collapsed peace talks with Iran. * US Navy forces are setting conditions for mine clearance; two guided-missile destroyers conducting operations. * Trump stated the US will interdict vessels paying Iran tolls and threatened to respond to Iranian aggression. * NATO support was mentioned, with criticism of NATO's engagement; the Strait is a mine-filled waterway within striking distance of missiles. * The maritime situation is tense, with risks of heavy losses if naval actions are taken. * The context involves ongoing US-Iran conflict, nuclear negotiations breakdown, and regional instability.
90. https://internewscast.com/news/au/trump-warns-of-strait-of-hormuz-blockade-amid-ceasefire-negotiation-breakdown/ - * Former US President Donald Trump declared plans to intercept vessels in international waters in the Strait of Hormuz, a key oil route, to undermine Iran’s economic influence. * The US and Iran approached negotiations with differing agendas, with Iran demanding control over the Strait, and the US proposing mechanisms to monitor and reduce Iran’s nuclear activities. * Two US destroyers transited the Strait, the first since the war began, amid conflicting reports of Iran’s response. * Israel continued strikes in Lebanon, with six killed in Maaroub, amid tensions and upcoming negotiations between Israel and Lebanon. * Israel’s strikes in Lebanon have intensified despite a ceasefire, with plans for negotiations in Washington. * The conflict has led to increased violence and casualties in Lebanon, with over 300 dead in an Israeli airstrike on Beirut on the day the ceasefire was announced.
91. https://londonlovesbusiness.com/starmer-urges-restraint-after-collapse-of-us-iran-talks-as-strait-of-hormuz-tensions-flare/ - * Sir Keir Starmer called for both Washington and Tehran to avoid escalation following the failure of Iran–US nuclear talks in Pakistan. * Negotiations lasted 21 hours, ending without an agreement, raising regional security concerns. * The Prime Minister discussed regional security and safe shipping with the Sultan of Oman, thanking Oman for its maritime role. * Iran warned it might respond to foreign military vessels in the Strait of Hormuz, a key oil shipping route. * US Vice President JD Vance said Iran failed to commit to nuclear non-proliferation, and the US described the talks as having reached its red lines. * Iran accused the US of making excessive demands, asserting they negotiated in good faith but could not accept undermining security. * Donald Trump announced efforts to clear the Strait of Hormuz, with Iran warning military vessels could be targeted. * The talks marked rare direct engagement between US and Iranian senior officials and ended without a framework for sanctions or nuclear limits. * Analysts warn that the failed negotiations could destabilise the Gulf region, affecting shipping security and energy markets.
92. https://www.zerohedge.com/energy/saudi-arabias-most-critical-pipeline-restored-after-drone-attack - * A Saudi oil pipeline to the Red Sea was restored on Sunday after an Iranian drone attack last week. * The East-West pipeline is now moving about 7 million barrels per day, restoring energy flow. * Repairs continue at the Khurais onshore complex; Manifa field has been restored. * The attack coincided with US-Israel ceasefire talks; no peace deal was reached. * US Navy began marine mine-clearing operations in the Strait of Hormuz.
93. https://www.presstv.ir/Detail/2026/04/12/766713/Iran-begins-rebuilding-oil-facilities-hit-by-US-Israeli-strikes-targets-80-percent-capacity-in-2-months - * Iran has initiated reconstruction efforts at oil infrastructure sites following US and Israeli strikes. * Damage occurred at facilities including a refinery on Lavan Island and the Rey oil depot. * The Iranian company deployed technical teams immediately after attacks, with partial restoration expected within 10 days. * The attacks were part of a 40-day conflict following the killing of Iran’s Revolutionary Leader in February. * Critical energy infrastructure was targeted, impacting energy supply and economic stability.
94. https://www.cairo24.com/2404834 - * Stock markets in the Gulf region declined after Iran-US negotiations in Islamabad failed, reducing hopes for a lasting settlement. * The negotiations, lasting 21 hours, ended with exchanges of accusations, contributing to global economic instability. * A maritime blockade is ongoing at the Strait of Hormuz, impacting international oil flows and increasing prices. * Saudi Arabia reopened east-west pipeline operations at full capacity, benefiting from rising oil prices. * Recent ship transits through the Strait of Hormuz suggest a potential easing of disruptions despite the overall tension.
95. https://www.theindianpanorama.news/business/middle-east-war-to-cut-global-growth-spike-inflation-despite-truce-world-bank/ - * The war in the Middle East could reduce global growth by up to 1 percentage point and raise inflation by up to 0.9 percentage points if it escalates. * The latest projection has emerging market growth at 3.65% in 2026, with inflation at 4.9%. * Oil prices have increased by 50%, disrupting supplies of energy and goods. * The ceasefire, announced by Trump, is tenuous, with ongoing strikes and stalled negotiations. * The World Bank discusses energy diversification and energy self-sufficiency investments among developing countries.
96. https://metalsandminers.substack.com/p/the-7-trillion-floor-its-50-above - * The Federal Reserve has ended its balance sheet runoff and resumed expansion, indicating a new monetary easing phase. * The balance sheet is over 50% higher than pre-pandemic levels, around $7 trillion. * The shift is part of a recurring pattern where balance sheets never revert to pre-crisis size, embedding currency debasement. * The move underscores the systemic dependence on perpetual monetary expansion. * Implications suggest advancing investment in hard assets and metals to hedge against further dollar debasement.
97. https://www.oilfutures.co.uk/2026/04/us-iran-talks-fail-whats-next-for.html - * US-Iran negotiations in Pakistan ended abruptly without a breakthrough, signalling a dangerous new phase in regional instability. * Talks involved issues over $27 billion in frozen assets, uranium enrichment, missile range, and proxy funding, with disagreements leading to the collapse. * The immediate flashpoint is the Strait of Hormuz, with Iran capable of disrupting shipping via drones and missiles. * US Navy efforts to secure passage continue, but shipping companies remain cautious, raising insurance premiums globally. * The situation heightens risks of conflict affecting energy infrastructure and international oil shipping.
98. https://www.bolnews.com/world/iran-rejects-us-mine-clearing-claims-in-strait-of-hormuz/ - * Iran’s military leadership dismissed US claims about mine-clearing operations in the Strait of Hormuz. * Iran’s IRGC Navy issued a warning that passing military vessels would face a decisive response. * US officials claimed US vessels transited the Strait and conducted operations; Iran denied permission. * A New York Times report cited American officials stating Iran faces challenges managing deployed naval mines. * The situation remains highly volatile, raising concerns over global energy security and maritime stability.
99. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5261436-%D9%86%D8%A7%D9%82%D9%84%D8%A7%D8%AA-%D9%86%D9%81%D8%B7-%D8%BA%D8%A7%D8%AF%D8%B1%D8%AA-%D8%A7%D9%84%D8%AE%D9%84%D9%8A%D8%AC-%D8%B9%D8%A8%D8%B1-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%85%D8%B9-%D8%A8%D8%AF%D8%A1-%D8%A7%D9%84%D9%85%D8%AD%D8%A7%D8%AF%D8%AB%D8%A7%D8%AA-%D8%A8%D9%8A%D9%86-%D8%A3%D9%85%D9%8A%D8%B1%D9%83%D8%A7-%D9%88%D8%A5%D9%8A%D8%B1%D8%A7%D9%86 - * Three large oil tankers transited the Strait of Hormuz on Saturday, marking the first departure since US-Iran ceasefire talks began. * Tehran had imposed a blockade on the Strait, a vital route for around 20% of global oil and LNG shipments, causing energy supply disruptions. * The tanker 'Serifos' is en route to Malaysia, expected to arrive in Melaka on 21 April, carrying Libyan oil loaded from Saudi Arabia and UAE. * Other tankers, including Chinese and Iraqi oil carriers, crossed the Strait, with some heading to China and Malaysia. * Several empty tankers are navigating into the Gulf to load oil amid the ongoing ceasefire and shipping restrictions.
100. https://www.wbap.com/2026/04/12/trump-orders-strait-of-hormuz-blockade/ - * President Donald Trump announces U.S. Navy will start a blockade to stop ships entering or leaving the Strait of Hormuz. * The decision follows failed U.S.-Iran peace talks in Pakistan. * The Strait of Hormuz is crucial for global oil supplies. * Trump instructs the Navy to intercept vessels paying tolls to Iran. * Talks ended after 21 hours, with a two-week ceasefire in doubt.
101. https://www.coindesk.com/markets/2026/04/12/oil-futures-up-7-on-hyperliquid-as-trump-orders-naval-blockade-of-hormuz - * President Donald Trump ordered a naval blockade of the Strait of Hormuz, causing a 7% surge in oil futures. * The move follows Iran's refusal during peace talks in Islamabad. * WTI futures reached $96.40, with trading volume of $1.53 billion. * The Strait of Hormuz is a major global supply chokepoint. * Market implications include potential supply shocks and increased volatility in oil, equities, and crypto markets.
102. https://energia.rp.pl/ropa/art44139611-dobre-wiesci-z-arabii-saudyjskiej-naftociag-eksportowy-pracuje-juz-pelna-moca - * The East-West pipeline, also known as Petroline, begins in Abqaiq and runs across the Arabian Peninsula to Jeddah, built in the 1980s during the Iran-Iraq war. * The pipeline's operation was impacted by drone attacks, which also damaged several Saudi oil, gas, refining, petrochemical, and energy facilities. * On 12 April, Saudi energy ministry announced the pipeline is back to operational capacity, recovering from attack-related disruptions. * The attacks reduced Saudi oil production capacity by about 600,000 barrels per day and pipeline throughput by 700,000 barrels per day. * Saudi Arabia also regained lost production from Manifa oil field and is working to restore full output at Khurais, damaged in attacks. * The pipeline was critical after the Strait of Hormuz blockade, and its recovery aims to ensure reliable supply to markets.
103. https://www.hespress.com/%D8%AA%D8%B1%D8%A7%D9%85%D8%A8-%D9%8A%D8%B9%D9%84%D9%86-%D8%A8%D8%AF%D8%A1-%D8%AD%D8%B5%D8%A7%D8%B1-%D8%A8%D8%AD%D8%B1%D9%8A-%D8%B9%D9%84%D9%89-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-1729937.html - • US President Donald Trump declares a maritime blockade on Iran, effective immediately. • US Navy to intercept, inspect vessels passing through the Strait of Hormuz. • Ships paying fees to Iran or deemed a threat will be prevented from safe passage. • Steps are in response to alleged Iranian threats, including mine-laying in the Strait. • US plans to assist in mine removal and warns of retaliation against attacks on US or civilian ships. • The blockade will involve other unspecified countries and aims to counter Iran's financial and military ambitions.
104. https://www.okaz.com.sa/economy/na/2243821 - * Saudi Arabia confirms its ability to face energy market challenges and stabilise supply. * Rapid recovery of full pump capacity through the East-West pipeline and Minfah field, reaching 7 million barrels daily, in record time. * Demonstrates high operational flexibility and crisis management by Aramco and Saudi energy systems. * Highlights Saudi Arabia's resilience against attempts to disrupt vital infrastructure and oil supplies. * Reinforces Saudi Arabia's role in maintaining global energy stability amid threats.
105. https://www.indiatoday.in/world/story/us-to-shortly-begin-blockading-ships-trying-to-enter-or-leave-hormuz-trump-after-iran-ceasefire-talks-falter-2895162-2026-04-12?utm_source=rss - * US President Donald Trump announced the US would shortly start blockading ships entering or leaving the Strait of Hormuz after talks with Iran failed. * Trump cited Iran's unfulfilled assurances to keep the waterway open and claimed threats of mines deter shipping. * The move follows failed negotiations in Islamabad regarding Iran's nuclear programme. * Trump stated the US will clear mines and target vessels paying illegal tolls to Iran. * He warned Iran of severe retaliation and indicated potential international support for the blockade. * Iran’s military capabilities are claimed to have been significantly degraded by the US.
106. https://www.indiatoday.in/world/story/us-destroyers-transit-strait-of-hormuz-mine-clearing-iran-denies-claims-2895147-2026-04-12?utm_source=rss - * Two US destroyers transited the Strait of Hormuz, marking the first since the war began. * The US military announced the start of mine-clearing work and establishing a new safe passage. * Iran's military denied the closure of the strait. * Additional US forces and underwater drones will join the clearance effort. * Iran and the US proposed different peace plans ahead of negotiations regarding the strait and regional issues.
107. https://wol.com/breaking-blown-to-hell-trump-announces-us-blockade-of-strait-of-hormuz/ - * US President Donald Trump announces naval operation targeting the Strait of Hormuz, a key oil transit chokepoint. * The blockade is effective immediately and includes interdicting vessels paying tolls to Iran. * The operation involves destroying mines laid by Iran and targeting vessels firing at US or peaceful vessels. * Announced after a summit in Islamabad, Pakistan.
108. https://thearabianpost.com/prompt-barrels-drive-oil-alarm/ - - The global crude oil market faces a supply squeeze due to disruptions in shipping routes, notably around the Strait of Hormuz, amid geopolitical tensions and ceasefire tensions. - Physical oil prices have surged, with prompt delivery grades reaching near $150 per barrel and records set in North Sea Forties and Dated Brent, indicating immediate shortages. - The International Energy Agency reports a historic supply disruption, with Gulf output down by at least 10 million barrels daily and overall global supply falling by 8 million barrels per day in March. - Shipping rates for Middle East to China routes more than doubled, and many vessels remain stranded or delayed, stressing freight markets. - Countries and firms are attempting to mitigate the crisis via strategic reserves and export controls, but physical supply remains severely limited and dependent on timely crude deliveries.
109. https://thearabianpost.com/hormuz-jitters-deepen-after-tanker-u-turns/ - • Two empty supertankers headed towards the Persian Gulf reversed course near the Strait of Hormuz, highlighting shipping uncertainty amid diplomatic deadlock. • Talks between Washington and Tehran in Islamabad ended without agreement on navigation and control issues, increasing regional instability. • Disruption to shipping routes affects global oil and LNG flows, lifting freight costs and insurance premiums. • U.S. military efforts include clearing mines and establishing safer navigation, indicating ongoing security concerns. • Industry caution persists, with operators like Maersk limiting regional transit until conditions improve.
110. https://www.indiatoday.in/world/story/us-destroyers-transit-strait-of-hormuz-mine-clearing-iran-denies-claims-2895147-2026-04-12?utm_source=rss - * Two US destroyers transited the Strait of Hormuz ahead of mine-clearing work, a first since the war began. * The US military announced the operation and plans to establish a safe passage for maritime traffic. * Iran's military denied the closure of the strait. * US forces, including underwater drones, are assisting in the clearance effort. * Iran's foreign minister expressed distrust and readiness to retaliate if attacked again.
111. https://www.jpost.com/middle-east/article-892698 - * Countries in the Gulf are monitoring the outcome after US-Iran talks in Islamabad ended without agreement. * Pakistani Foreign Minister Ishaq Dar called for continued ceasefire despite the talks' failure. * Australian Foreign Minister Penny Wong advocated for sustaining the ceasefire and resuming negotiations. * Gulf countries, especially Saudi Arabia and UAE, have been targets of Iranian missile and drone attacks that disrupted energy infrastructure. * Iranian-backed militias in Iraq have conducted numerous attacks, including an attack on US diplomats in April. * The Gulf region experienced disruptions in travel and oil exports, prompting closer US-Gulf defence cooperation.
112. https://www.viva.co.id/berita/dunia/1891442-sempat-kena-serangan-fasilitas-pipa-minyak-arab-saudi-kembali-beroperasi-penuh - * Arab Saudi melaporkan berhasil memulihkan kapasitas penuh saluran pipa Timur-Barat setelah serangan yang sempat mengurangi produksi sekitar 600.000 barel per hari. * Kapasitas penyaluran mencapai sekitar tujuh juta barel per hari, mencapai tingkat sebelumnya. * Produksi dari ladang Manifa juga kembali ke tingkat normal setelah pemulihan sekitar 300.000 barel per hari. * Konflik di Timur Tengah sempat mengganggu operasi fasilitas energi utama Arab Saudi, termasuk kerusakan pada stasiun pompa yang menyebabkan hilangnya sekitar 700.000 barel per hari.
113. https://www.nakedcapitalism.com/2026/04/iran-war-negotiations-fail-us-provokes-with-destroyer-entry-into-strait-perhaps-pointing-to-next-kinetic-moves.html - * The US and Iran negotiations failed after 21 hours, with Iran citing mistrust and procedural issues as reasons for deadlock. * The US sent two destroyers to the Strait of Hormuz during talks, provoking Iran, which issued warnings of attack if the ships did not exit within 30 minutes. * US officials claimed the ships crossed for freedom of navigation, but Iran monitored and warned the ships, suggesting the US's actions were aggressive and in bad faith. * US/Israeli actions and threats, including possible missile responses and military posturing, increased tensions during negotiations. * Iranian officials and media blamed US and Israeli saboteurs for the deadlock, emphasising Iran's conditions such as control of the Strait and cessation of attacks on Lebanon. * Both Iran and US narratives depict ongoing instability, with discussions on military infrastructure, economic sanctions, and regional influence. * The US decommissioned some mine countermeasure ships and replaced them with littoral combat ships, indicating changes in naval capabilities.
114. https://wol.com/breaking-blown-to-hell-trump-announces-us-blockade-of-strait-of-hormuz/ - * US President Donald Trump announces naval operation targeting the Strait of Hormuz, a major oil transit chokepoint. * The US Navy plans to block all ships trying to enter or leave the strait. * The operation includes interdicting vessels paying tolls to Iran and destroying mines laid by Iran. * The announcement follows a summit in Islamabad, Pakistan. * The move threatens security in a key oil supply region.
115. https://thearabianpost.com/hormuz-jitters-deepen-after-tanker-u-turns/ - * Two empty supertankers reversed course near the Strait of Hormuz on Sunday, indicating increased risk perception amid diplomatic breakdowns. * Talks between Washington and Tehran in Islamabad ended without agreement, heightening uncertainty over access to Gulf crude. * US efforts to clear mines and establish safer navigation through the strait are ongoing, with military operations continuing. * Tehran signalled future vessel passage could be subject to tighter regulation amid ongoing disputes over tolls and conditions. * Market impact includes potential disruptions to Gulf exports, freight costs, insurance premiums, and crude prices, especially affecting Asian buyers.
116. https://nypost.com/2026/04/12/us-news/trump-announces-blockade-of-strait-of-hormuz/ - * President Trump announced the US will begin a sweeping blockade of the Strait of Hormuz. * The blockade aims to counter Iran's alleged extortion and missile threats. * The US Navy will start blocking ships attempting to enter or leave the Strait. * Iran has claimed to have placed mines and attempted to charge tolls for oil transit. * Over a fifth of the world's seaborne oil supply passes through the Strait.
117. https://www.clausvistesen.com/alphasources-blog/2026/4/12/global-leading-indicators-march-achinkinthearmor - * The March 2026 global LEI chartbook indicates a broad-based upturn in cyclical activity since late 2024, with signs of weakening at the end of Q1. * Ongoing war in Iran and energy disruption risks threaten the global economic cycle. * Inflation remains elevated post-COVID and Ukraine conflicts, influencing central bank policies. * US Federal Reserve may face conflicting pressures between further easing and inflation control, impacting economic growth forecasts. * The article discusses potential risks of recession and inflation under current geopolitical and monetary policy environments.
118. https://www.ad-hoc-news.de/boerse/news/ueberblick/petrol-d-d-ljubljana-stock-si0031102153-is-its-energy-transition/69131481 - * Petrol d.d., Ljubljana shifts toward renewables, including solar and EV charging networks, supported by EU subsidies, aiming for carbon neutrality by 2040. * The company operates over 400 fuel stations across Slovenia, Croatia, Bosnia, and Serbia, with diversification into LNG, electricity, and convenience stores. * Analysts from European banks regard Petrol as a defensive, undervalued stock with steady dividends and green investments, maintaining hold or buy ratings. * Risks include EU emissions regulation, fuel demand long-term shifts, and geopolitical supply disruptions. * The company’s strong regional focus and green strategy make it relevant for U.S. investors seeking European energy transition exposure.
119. https://www.viva.co.id/berita/dunia/1891442-sempat-kena-serangan-fasilitas-pipa-minyak-arab-saudi-kembali-beroperasi-penuh - * Saudi Arabia's Ministry of Energy announced full recovery of the East-West pipeline capacity, reaching approximately seven million barrels per day, after being temporarily reduced due to an attack. * The pipeline connects oil fields in eastern Saudi Arabia with the Yanbu port on the Red Sea. * Oil production at the Manifa fields has resumed to previous levels, recovering about 300,000 barrels per day. * The conflict in the Middle East had previously disrupted key energy facilities in Saudi Arabia, including pump station damages causing a loss of 700,000 barrels per day. * The report was based on statements from the Saudi Ministry of Energy and SPA, dated April 12, 2026.
120. https://www.naftemporiki.gr/kosmos/2097351/saoydiki-aravia-xana-se-leitoyrgia-o-agogos-anatolis-dysis/?utm_source=rss&utm_medium=rss&utm_campaign=saoydiki-aravia-xana-se-leitoyrgia-o-agogos-anatolis-dysis - * Ο αγωγός ανατολής-δύσης στη Σαουδική Αραβία επανήλθε σε λειτουργία μετά από επιθέσεις. * Η ενεργειακή υποδομή είναι και πάλι σε κατάσταση λειτουργίας, αυξάνοντας την αξιοπιστία του εφοδιασμού. * Επιθέσεις με drone στις 8 Απριλίου είχαν στόχο τον αγωγό Petroline και είχαν προκαλέσει ζημιές. * Στις 9 Απριλίου η κυβέρνηση παραδέχθηκε ότι επιθέσεις από το Ιράν αποκόψαν την παραγωγή πετρελαίου και προκάλεσαν θανάτους. * Η παραγωγή πετρελαίου της χώρας έχει αποκατασταθεί στα περίπου 7 εκατομμύρια βαρέλια ημερησίως, από μειώσεις 700.000 βαρέλια.
121. https://zn.ua/WORLD/saudovskaja-aravija-vozobnovila-rabotu-truboprovoda-kotoryj-postavljaet-neft-v-obkhod-ormuzskoho-proliva.html - * Saudi Arabia restored full capacity of the East-West pipeline to seven million barrels per day, improving oil export through the Red Sea. * The oil pipeline was damaged following an Iranian attack. * Production at Saudi Aramco's Mafa offshore oil facility was also restored, although work on the land-based Hurais complex continues. * The attack reduced capacity by approximately 700,000 barrels per day and occurred shortly after a ceasefire announcement in the US-Iran conflict. * The failure of US-Iran negotiations likely signals further market instability and risks.
122. https://www.southasiamonitor.org/spotlight/strait-leverage-hormuz-new-geometry-power-part-iii-and-last - * Iran's influence over the Strait of Hormuz has reshaped regional power dynamics and challenged Western naval dominance. * The conflict has disrupted oil flows and altered assumptions about energy security and regional stability. * Iran has demonstrated the ability to influence traffic and generate strategic ambiguity, impacting global markets. * Western maritime security, historically underpinned by US presence, faces limitations, with Iran asserting control. * Future negotiations may involve joint control or regional agreements, but trust and stability remain uncertain. * Persistent risks include accidental or deliberate incidents, affecting shipping and insurance costs. * Iran’s expanding strategic influence could increase if sanctions are eased, altering regional power balances. * The Strait’s importance extends beyond crisis, influencing global energy markets, military strategy, and geopolitical rivalries. * Control over the Strait is increasingly contested, symbolising a shifting regional order. * The broader international community must adapt to new geopolitical realities to maintain stability and security.
123. https://zn.ua/WORLD/saudovskaja-aravija-vozobnovila-rabotu-truboprovoda-kotoryj-postavljaet-neft-v-obkhod-ormuzskoho-proliva.html - * Saudi Arabia renewed full capacity of the 'East-West' pipeline to seven million barrels per day, restoring key oil export route via the Red Sea. * Damage caused by an Iranian attack; the pipeline was damaged in an attack following a ceasefire announcement between the US and Iran. * Production at Saudi Aramco's offshore facility in Manifa has been restored; work continues at Huraise onshore site. * The attack reduced capacity by 700,000 barrels per day and affected oil exports. * US-Iran negotiations in Pakistan failed, with disagreements over nuclear disarmament commitments. * Further market disturbances expected due to the failed negotiations.
124. https://24.ae/article/954507/%d8%b3%d9%84%d8%b7%d8%a7%d9%86-%d8%a7%d9%84%d8%ac%d8%a7%d8%a8%d8%b1-%d9%84%d9%85-%d9%8a%d9%83%d9%86-%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%8b-%d9%85%d9%84%d9%83%d8%a7%d9%8b-%d9%84%d8%a5%d9%8a%d8%b1%d8%a7%d9%86-%d9%84%d9%83%d9%8a-%d8%aa%d8%ba%d9%84%d9%82%d9%87 - * الدكتور سلطان أحمد الجابر، وزير الصناعة والتكنولوجيا المتقدمة، يعترض على إغلاق مضيق هرمز من قبل إيران. * ذكر أن منذ 28 فبراير، تم استهداف 22 سفينة واحتراق وتشريد نحو 20,000 بحّار و800 سفينة، بما فيها 400 ناقلة نفط. * أكد أن مضيق هرمز ليس ملكاً لإيران وأن إغلاقه يمثل تهديداً للأمن العالمي للطاقة والغذاء والصحة. * دعا إلى عدم اعتبار إغلاق المضيق مسألة إقليمية فقط، واصفاً إياه بالسلوك غير قانوني وخطير.
125. https://www.dimokratia.gr/oikonomia/paraspondies/680028/dnt-kai-bofa-proeidopoioyn-gia-epivradynsi-tis-oikonomias-logo-energeiakoy-sok/ - * Το ΔΝΤ προειδοποιεί για επιδείνωση των παγκόσμων οικονομικών συνθηκών λόγω ενεργειακού σοκ και πολέμου στο Ιράν. * Η μείωση της παγκόσμιας προσφοράς πετρελαίου και προβλήματα στις εφοδιαστικές αλυσίδες επηρεάζουν το κόστος και την παραγωγή. * Οι πιο ευάλωτες οικονομίες θα πληγούν περισσότερο λόγω περιορισμένων αποθεμάτων. * Η Bank of America υποβάθμισε τις εκτιμήσεις για την ελληνική οικονομία, προβλέποντας ανάπτυξη 1,6% το 2026. * Η Ευρωζώνη αναμένεται να κινηθεί οριακά με ανάπτυξη 0,6% το 2023, αποφεύγοντας την ύφεση.
126. https://news.google.com/rss/articles/CBMirgFBVV95cUxOWUYtdDY2QUkyRHlhcUIyQ0NQc2ZDSXptUVhTNzVvS3lwMXBndW5TWVVnYk04MnRrb2VGak9LMWVfY2doLTdKeHhkdzliSzBuZFJwNHkteDV6LTdWRkdFUHppQzVEb0NJemF1TG1QbWhCekUzcGk1ZWlESlBuY0RkdlZ3by1iOE1uTDRFWmZtTVVYS1Y1cU9NeG9pVThwRU1QQTlHZkg2SEJrVU9VRmc?oc=5&hl=en-US&gl=US&ceid=US:en - * The Indian government is closely observing developments in West Asia, particularly affecting maritime routes such as the Strait of Hormuz. * Measures have been taken to ensure continued energy supply, including LPG, petrol, diesel, and natural gas, despite geopolitical tensions. * Domestic LPG deliveries remain normal with over 52.3 lakh cylinders delivered on 11.04.2026. * Maritime operations and Indian seafarer safety are maintained with no incidents reported. * Collaboration with states involves regular briefings, enforcement, and supply management actions. * Indian missions actively assist nationals, with ongoing flight operations facilitated from the region.
127. https://arstechnica.com/science/2026/04/shock-from-iran-war-has-trumps-vision-for-us-energy-dominance-flailing/ - * President Donald Trump claims US energy dominance remains unaffected by Iran war, citing US oil and gas production.* * US gasoline prices exceed $4 per gallon for the first time in four years, increasing household costs.* * Iran's control over Strait of Hormuz continues to affect global oil supplies despite ceasefire talks.* * US Energy Information Administration states oil prices likely to stay high through year-end; infrastructure damage could persist.* * Energy-dependent countries like China and Europe face shortages and rationing due to the conflict.*
128. https://arstechnica.com/science/2026/04/shock-from-iran-war-has-trumps-vision-for-us-energy-dominance-flailing/ - * President Donald Trump claims the US is well-prepared for energy disruption due to Iran conflict. * Gasoline prices in the US have risen to over $4 per gallon, costing households an additional $8.4 billion over a month. * Most tankers remain blocked in the Strait of Hormuz despite a ceasefire, with Iran maintaining control over 20% of global oil and LNG transit. * The US Energy Information Administration predicts oil prices will stay high through the year, and infrastructure damages could last years. * Energy disruptions have caused gas rationing in Asia, cancellations in Europe, and shortages at US filling stations.
129. https://ttybrandafrica.com/iran-dark-fleet-oil-market-hormuz-crisis/ - * Iran's shadow oil network, known as the dark fleet, continues to export 1.5-1.7 million barrels of oil daily despite reduced official tanker traffic through the Strait of Hormuz. * Over 16 million barrels passed through Hormuz in March via opaque vessels with disguised ownership, operating outside conventional tracking. * Iran has expanded alternative export routes, including the Jask terminal, to bypass Hormuz and maintain supply. * Analysts often underestimate risks due to reliance on visible data, overlooking the fragile, ageing vessels and logistical complexities of the dark fleet. * The covert system creates a dual oil market, complicating sanctions enforcement and increasing instability in global energy markets.
130. https://arstechnica.com/science/2026/04/shock-from-iran-war-has-trumps-vision-for-us-energy-dominance-flailing/ - * President Donald Trump claims the US is in strong position for future energy security amid Iran conflict. * US gasoline prices rise above $4 per gallon, costing households an additional $8.4 billion over a month. * Most Iran tankers remain blocked despite a ceasefire, with Iran maintaining control over the Strait of Hormuz and imposing crossing fees. * US Energy Information Administration predicts oil prices will stay high through the end of the year. * Global energy infrastructure, such as Qatar’s LNG terminal, faces potential long-term damage. * Energy shocks lead to rationing in Asia, flight cancellations and shortages in Europe, and US gasoline price increases, exposing US vulnerabilities amid global market reliance.
131. https://ttybrandafrica.com/iran-dark-fleet-oil-market-hormuz-crisis/ - * Iran's dark fleet continues oil exports despite restrictions and lowered official tanker activity.* * Estimated 1.5 to 1.7 million barrels per day shipped through Hormuz, close to pre-conflict levels.* * The shadow system involves opaque vessels, ship-to-ship transfers, and shell companies, with China a key destination.* * Alternative routes like Jask terminal are expanding Iran’s export capacity.* * The ongoing dual maritime system complicates market stability and sanctions enforcement.*
132. https://www.businesstoday.in/magazine/cover-story/story/what-explains-indias-energy-insecurity-525271-2026-04-12 - * India relies heavily on oil imports, meeting only 12% of its crude needs domestically. * Exploration has been limited to a small percentage of available resources, with many basins remaining unexplored. * Costs, geological complexities, and poor policies hinder increased domestic production. * The government has introduced reforms, including new exploration policies and amendments to the Oilfields Act, to attract private investment. * Geopolitical tensions, such as the West Asia conflict, highlight energy security concerns and the need for strategic reserves. * India is exploring offshore reserves, overseas E&P, and renewable energy investments to diversify and secure energy supplies.
133. https://intellectia.ai/blog/us-inflation-two-year-high-april-2026 - * US inflation increased to 3.3% in March 2026, the highest since early 2024, driven by energy prices due to Iran conflict. * Consumer prices rose 0.9% month-over-month, signalling persistent inflation pressures. * Core CPI increased 2.6% year-over-year, with core services inflation re-accelerating. * Energy prices surged following disruptions to Middle East oil supplies, impacting US utility and fuel costs. * Federal Reserve faces a complex outlook, balancing inflation pressures with slowing economic growth. * Equity markets remained resilient, with sector rotation favouring energy, defensive, and value stocks. * Consumer sentiment declined to record lows, with inflation expectations rising short-term. * Global energy disruptions from the Iran war have affected economies worldwide, influencing central bank policies. * The policy outlook remains cautious, with a risk of stagflation if inflation persists and growth slows.
134. https://www.jagonews24.com/en/biz-econ/news/91756 - * The Bangladesh Energy Regulatory Commission (BERC) announced on April 12 an increase in furnace oil prices by Tk 24.59 per litre, effective immediately. * The new consumer rate is Tk 94.69 per litre, up from Tk 70.10. * The price adjustment was driven by the conflict in the Middle East and global energy market volatility. * Major consumers include power plants managed by Bangladesh Power Development Board and industrial manufacturing facilities. * The price hike may increase electricity generation costs and inflationary pressures in Bangladesh.
135. https://www.fakta.co/irish-police-fuel-protests-disrupt-supply - * Irish authorities cleared critical infrastructure blockades on Saturday, April 11, 2026, amid nationwide fuel protests. * Protests began on 7 April, involving truckers, farmers, and transport operators, protesting fuel prices. * Blockades, including at Dublin's O'Connell Street and Whitegate refinery, caused fuel shortages at over a third of service stations. * Police used pepper spray, made arrests, and removed protesters; no specific arrest numbers released. * The government scheduled an emergency Cabinet meeting to discuss measures to reduce fuel costs.
136. https://www.eldia.com/nota/2026-4-12-3-31-11-desminado-trump-busca-liberar-el-estrecho-de-ormuz-el-mundo - * Dos destructores de la Armada de Estados Unidos ingresaron al estrecho de Ormuz para iniciar una operación de retirada de minas colocadas por Irán. * La operación tuvo lugar con la participación de los buques USS Frank E. Peterson y USS Michael Murphy, y se sumarán drones submarinos y otras unidades. * La misión busca abrir un corredor seguro para la navegación y facilitar el comercio marítimo global. * Se registró el primer tránsito de buques tras el bloqueo iraní, con la pasada de tres superpetroleros y dos buques de guerra estadounidenses. * La operación se realizó sin coordinación con Irán y coincide con negociaciones entre Estados Unidos e Irán en Islamabad.
137. https://minutemirror.com.pk/iran-imposes-toll-tax-on-ships-in-strait-of-hormuz-markets-on-edge-537296/ - * Iran announces a new toll tax policy for vessels passing through the Strait of Hormuz. * The policy aims to safeguard national interests amid heightened regional tensions. * The Strait is vital for global oil supply, and the move raises concerns over trade and energy markets. * Experts warn tolls could increase shipping costs, disrupt supply chains, and raise oil prices. * Iran works to restore domestic oil refining capacity damaged in recent attacks.
138. https://www.eldia.com/nota/2026-4-12-3-31-11-desminado-trump-busca-liberar-el-estrecho-de-ormuz-el-mundo - ['*Two US destroyers entered the Strait of Hormuz to remove mines laid by Iran, aiming to establish a safe navigation route.', '*Operation involves USS Frank E. Peterson and USS Michael Murphy, with drones and units to follow, targeting a safe passage for global oil trade.', "*This deployment coincided with the first transits after Iran's blockade, involving supertankers and US warships carrying crude from regional producers.", "*Operation was conducted without Iran's coordination, reflecting ongoing tensions; US aims to ensure navigation security and global trade flow.", '*US President Donald Trump confirmed the operation, stating it is a favour to nations including China, Japan, South Korea, France, and Germany.']
139. https://www.vietnamplus.vn/nhu-cau-voi-dau-tho-my-tang-vot-do-gian-doan-nguon-cung-tai-eo-bien-hormuz-post1104427.vnp - * US President Donald Trump announced on 11 April that many oil tankers are en route to the US to transport oil and gas. * Longbow Asset Management suggests the prolonged closure of the Strait of Hormuz could increase US oil demand. * US oil production has exceeds that of 10 years ago, with current prices higher than global benchmark Brent. * The conflict and blockade of the Strait of Hormuz cause the worst energy supply disruption in history. * US oil futures traded at $96.57 per barrel, higher than Brent at $95.20. * Pakistan proposed joint patrols of the Strait of Hormuz to ensure safe navigation.
140. https://www.vietnamplus.vn/xung-dot-tai-trung-dong-saudi-arabia-lan-dau-cong-bo-tac-dong-den-san-luong-dau-post1104429.vnp - * Saudi Arabia công bố giảm sản lượng dầu khoảng 600,000 thùng/ngày do các cuộc tấn công vào cơ sở năng lượng. * Các cuộc tấn công dẫn đến giảm lượng dầu vận chuyển khoảng 700,000 thùng/ngày qua đường ống Đông - Tây. * Nguy cơ giảm nguồn cung dầu và ảnh hưởng đến an ninh năng lượng toàn cầu nếu các cuộc tấn công tiếp tục. * Các nền kinh tế Vùng Vịnh dự báo tăng trưởng giảm sút do căng thẳng khu vực. * Đức dự định xây dựng kho dự trữ khí đốt chiến lược để ứng phó với các biến động năng lượng.
141. https://www.vietnamplus.vn/saudi-arabia-khoi-phuc-toan-bo-cong-suat-bom-dau-qua-duong-ong-dong-tay-post1104446.vnp - * On 12 April, Saudi Arabia announced full recovery of oil pumping capacity via the East-West pipeline to approximately 7 million barrels per day. * This announcement followed assessments of energy sector damages caused by recent attacks amid conflict with Iran. * Saudi Arabia's Energy Ministry confirmed complete recovery of affected energy facilities and pipelines. * Despite not explicitly naming Iran, Saudi Arabia reported intercepting multiple missiles and drones from Iran in recent weeks. * Attacks disrupted operations at key oil, gas, refining, petrochemical, and power sites in Riyadh, Eastern Province, and Yanbu. * By 9 April, attacks had reduced oil production by about 600,000 barrels/day and pipeline flow by 700,000 barrels/day. * The East-West pipeline is Saudi Arabia’s sole crude export route amid the closure of the Strait of Hormuz. * On 8 April, Iran reportedly attacked the pipeline hours after a ceasefire agreement. * Saudi Arabia restored production at Manifa oil field, which was previously reduced by 300,000 barrels/day. * Efforts continue to fully restore output at Khurais, temporarily reduced by another 300,000 barrels/day. * The government claims rapid recovery will boost confidence and ensure continuous supply domestically and globally.
142. https://www.vietnamplus.vn/xung-dot-tai-trung-dong-saudi-arabia-lan-dau-cong-bo-tac-dong-den-san-luong-dau-post1104429.vnp - * Saudi Arabia công bố giảm sản lượng dầu 600.000 thùng/ngày do các cuộc tấn công vào cơ sở năng lượng tại khu vực Trung Đông. * Các cuộc tấn công ảnh hưởng đến vận chuyển dầu, làm giảm lượng vận chuyển khoảng 700.000 thùng/ngày. * Nguy cơ nguồn cung dầu giảm và tác động tiêu cực đến thị trường năng lượng toàn cầu được cảnh báo. * Các nền kinh tế Vùng Vịnh dự báo tăng trưởng chậm lại do căng thẳng khu vực. * Đức lên kế hoạch xây dựng kho dự trữ khí đốt chiến lược để phòng ngừa khủng hoảng năng lượng trong tương lai.
143. https://www.vietnamplus.vn/saudi-arabia-khoi-phuc-toan-bo-cong-suat-bom-dau-qua-duong-ong-dong-tay-post1104446.vnp - * On 12 April, Saudi Arabia announced full recovery of oil pipeline capacity to approximately 7 million barrels per day. * The recovery follows attacks affecting energy infrastructure amid ongoing conflict with Iran. * Attacks have temporarily reduced oil production by 600,000 barrels per day and pipeline flow by 700,000 barrels per day. * The East-West pipeline is Saudi Arabia's sole export route due to the closure of the Strait of Hormuz. * Restoration of production at Manifa and ongoing repairs at Khurais aim to fully restore oil output. * The government emphasises the quick recovery will boost supply reliability domestically and globally.
144. https://minutemirror.com.pk/iran-imposes-toll-tax-on-ships-in-strait-of-hormuz-markets-on-edge-537296/ - ['* Iran announces a policy to impose toll taxes on vessels passing through the Strait of Hormuz, raising concerns over trade flows and regional stability.', '* The decision is linked to heightened geopolitical tensions in the Middle East and aims at managing maritime control.', '* The Strait of Hormuz is a critical global oil shipping route, with a significant portion of crude exports passing through.', '* Experts warn this could increase shipping costs, disrupt supply chains, and raise global oil prices.', '* Iran also works to restore oil refining capacity damaged in recent US and Israel attacks, with optimism for recovery within two months.']
145. https://www.thedailyjagran.com/india/west-asia-conflict-shell-emerges-as-leading-lng-supplier-to-india-amid-gulf-disruptions-10307597 - * Shell plc increases natural gas supplies to India due to West Asia conflict disruptions. * The company secured 4 TBtu out of 6 TBtu tendered by Indian fertiliser companies. * Shell's India arm imported its largest-ever monthly LNG volumes in March. * Shell's LNG import terminal at Hazira, Gujarat, supports increased supplies. * The development occurs as India aims to ensure feedstock for urea production amid limited Gulf supplies.
146. https://nomadlawyer.org/europe-jet-fuel-shortage-hormuz-april-2026 - * European airports warn of a potential jet fuel crisis if maritime disruptions through the Strait of Hormuz persist beyond three weeks, threatening summer travel. * The crisis stems from restrictions on shipping via the Strait of Hormuz, which handles approximately 20% of global petroleum trade. * Europe relies on Gulf region refineries for 25-40% of its jet fuel, exposing the continent to geopolitical vulnerabilities. * European authorities and airlines are considering emergency measures, including coordinated fuel purchases and policy adjustments. * The timing coincides with peak summer travel, increasing the risk of flight cancellations, delays, and higher airfares.
147. https://www.washingtonexaminer.com/policy/energy-and-environment/4524954/baggage-fees-shipping-surcharges-fallout-iran-oil-shock/ - * Rising fuel costs caused by the war in Iran lead to higher charges for consumers, including airline baggage fees and shipping surcharges. * Amazon announced a 3.5% logistics surcharge from April 17, citing elevated logistics costs. * US Postal Service, FedEx, and UPS also increased their fuel surcharge rates. * Diesel and jet fuel prices have risen significantly since the start of the war, with key trade routes like the Strait of Hormuz disrupted. * Airlines such as American and Alaska Airlines announced baggage fee increases. * European airlines warn of potential fuel shortages if the Strait remains closed, risking systemic jet fuel shortages in the EU.
148. https://www.zawya.com/en/projects/oil-and-gas/saudi-arabia-restores-east-west-pipeline-capacity-recovers-manifa-field-output-vduwz2oe - * Saudi Arabia has fully restored the East-West crude pipeline capacity to around 7 million barrels per day (bpd) after disruptions. * Production at the Manifa offshore field has been fully restored following recent attacks. * Efforts are ongoing to bring Khurais field back to full production capacity after a loss of around 300,000 bpd. * The recovery was achieved quickly, highlighting the resilience of Saudi energy infrastructure. * The attacks disrupted operations across oil, gas, and refining facilities, including damage to the SATORP refinery in Jubail.
149. https://www.vietnamplus.vn/thi-truong-dau-mo-the-gioi-chay-dua-san-tim-nguon-cung-post1104434.vnp - * Oil traders in the North Sea place 40 buy orders, with only 4 receiving responses, as prices reach over $140 per barrel. * Disruptions from Middle East conflicts cause notable supply gaps, impacting European and Asian refineries. * Brent crude hit a record $144 per barrel before easing to $126, remaining above futures prices. * Asian countries increase crude imports from the US, Canada, and Venezuela to secure immediate supplies. * US oil exports rise, with US traders reporting high premiums for oil delivered to Houston, reflecting urgency. * Saudi Arabia announces five new logistics corridors to support regional and international trade.
150. https://www.zawya.com/en/projects/oil-and-gas/saudi-arabia-restores-east-west-pipeline-capacity-recovers-manifa-field-output-vduwz2oe - * Saudi Arabia has restored full capacity of its East-West crude pipeline (around 7 million barrels per day) following recent attacks. * Production at the Manifa offshore field has been fully restored after a decline of about 300,000 bpd. * Efforts are ongoing to restore Khurais field production after a loss of approximately 300,000 bpd. * The recovery was achieved quickly, demonstrating resilience of Saudi Arabia’s energy infrastructure. * The attacks previously disrupted operations across key oil, gas, and refining facilities, including the SATORP refinery in Jubail.
151. https://ekonomi.republika.co.id/berita/tddp2w370/iran-batasi-kapal-di-selat-hormuz-hanya-12-per-hari-biaya-tembus-rp-34-miliar-per-tanker - * Iran berencana membatasi jumlah kapal yang melintas di Selat Hormuz tidak lebih dari 12 unit per hari. * Biaya yang berpotensi mencapai hingga 2 juta dolar AS (sekitar Rp 34,2 miliar) per kapal tanker. * Para pemilik kapal dari sejumlah negara tengah bernegosiasi dengan IRGC untuk melintasi selat. * Kapal yang diizinkan harus melalui jalur khusus dan mendapatkan izin. * Iran membuka kembali Selat Hormuz yang menjadi jalur bagi sekitar 20% pasokan minyak global.
152. https://www.thehindubusinessline.com/economy/logistics/ceasefire-talks-fail-to-restore-vessel-movement-in-strait-of-hormuz-fate-of-599-ships-remain-inconclusive/article70853546.ece - * Ceasefire announcements on April 7 did not normalise vessel movement through the Strait of Hormuz. * Data shows a significant decline in crossings from nearly 140 ships daily to between 5 and 15 since March. * The stranded fleet includes 285 tankers, 177 bulk carriers, 57 container ships, and others, with unclear destinations. * Iran-linked controls and warnings hinder passage; reports of a potential toll regime raise additional legal concerns. * Disruptions impact India, which relies heavily on Strait imports, raising costs and economic risks.
153. https://www.gbnews.com/news/world/iran-strait-of-hormuz-donald-trump-military-vessels-peace-talks - * Iran warned of "severe" consequences for US military vessels crossing the Strait of Hormuz following failed peace negotiations. * The Iranian Revolutionary Guard Corps (IRGC) declared they will deal "severely" with military ships passing through the waterway. * US naval officials confirmed two American warships crossed the strait to clear mines; US aims to establish a new passage for free trade. * Iran's state news agency reported Iran's demands for a fee of $1 per barrel and vessel details for passage. * The breakdown of talks between Iran and the US occurred at a meeting in Pakistan, with implications for global oil transportation.
154. https://thesun.ng/joint-task-force-intercepts-three-tankers-with-939mt-of-stolen-crude-oil/ - * Troops of the Joint Task Force South-South Operation Delta Safe intercepted three vessels involved in crude oil theft on April 8, 2026, within the Calabar/Akwa Ibom maritime area.
155. http://www.adaderana.lk/news.php?nid=121132 - * Iranian Deputy Speaker of Parliament Haji Babaei states the Strait of Hormuz is fully in Iran's control and tolls must be paid in rials. * The Strait of Hormuz, passing about 20% of the world's oil and LNG, was a key issue in US-Iran talks. * US Vice President JD Vance did not mention the Strait during negotiations. * US President Donald Trump posted that the Strait will 'soon be open'. * US Navy destroyers transited the Strait as part of a mission, which Iran denies.
156. https://www.freemalaysiatoday.com/category/nation/2026/04/12/2-tankers-detained-over-illegal-diesel-transfer-valued-at-over-rm5mil - * Malaysian Maritime Enforcement Agency (MMEA) in Penang detained two oil tankers and seized diesel fuel valued at over RM5 million during an operation in Seberang Perai. * The operation was conducted after the inspection of two tankers found anchored off Bagan Ajam, suspected of unauthorised ship-to-ship bunkering activities. * Twenty-two crew members of various nationalities were detained. * The illegal transfer involved approximately 700,000 to 800,000 litres of Euro 5 diesel fuel. * The total seized fuel value was estimated at RM5.43 million, with the overall case value reaching RM2.33 billion.
157. https://www.haberler.com/ekonomi/hurmuz-bogazi-ndaki-gemi-gecisleri-catismalar-nedeniyle-dususte-19741538-haberi/ - * The conflict between the US, Israel, and Iran led to the de facto closure of the Strait of Hürmüz, affecting global oil shipping in March. * The number of ships passing through the strait dropped from an average of 130 daily to single digits, impacting the transport of crude oil. * 6.3% of the world's large tankers (VLCCs) are stranded in the Gulf, with 58 of 73 in the Inner Gulf unable to leave after port visits. * Oil transportation volume and ton-miles in March fell to their lowest since September 2020, dropping 17.9% compared to last year. * Alternative routes for Aframax and Suezmax tankers were less affected, maintaining operations and showing increases in ton-miles despite the crisis.
158. https://www.indiandefensenews.in/2026/04/us-warships-begin-mine-clearing.html - * Two U.S. Navy warships transit the Strait of Hormuz to clear mines laid by Iran, marking the first such transit since the outbreak of the U.S.–Israeli war with Iran. * The USS Frank E. Petersen and USS Michael Murphy are involved in the operation, potentially reinforced by additional U.S. forces including underwater drones. * President Donald Trump announced the operation as part of a strategy to establish a safe passage through the strait, which is a critical route for global oil supplies. * CENTCOM's Admiral Brad Cooper confirmed the operation aims to ensure free flow of commerce and reassure global markets. * The initiative signifies an escalation in the conflict over the strategic maritime chokepoint, highlighting the seriousness of Iranian mine threats.
159. https://medium.com/@oliviamiller89/gunboat-diplomacy-2-0-what-the-us-navy-was-really-doing-during-the-islamabad-summit-890d66fce5c9?source=rss------foreign_policy-5 - * On April 11, 2026, US Navy guided missile destroyers entered the Strait of Hormuz amid peace talks in Islamabad. * The naval operation aimed to create a secure maritime corridor and neutralise Iranian leverage during negotiations. * The deployment was a coordinated strategy to alter the operational environment while diplomatic discussions were ongoing. * The manoeuvre aimed to stabilise global energy lanes and shift the strategic bargaining position of Iran. * The operation signals a shift in western maritime enforcement, influencing insurance premiums and regional geopolitics.
160. https://www.albawaba.com/business/saudi-arabia-restores-full-oil-capacity-1625339 - * Saudi Arabia fully restored its oil production and export capacity following drone attacks, completed in 'record time'. * Pumping capacity on the East-West Pipeline returned to approximately 7 million barrels per day. * Output at the Manifa field and Khurais field are stabilised at around 300,000 barrels per day. * Major refining hubs, including Jubail, Ras Tanura, Yanbu, and Riyadh, are operating at pre-attack levels. * The recovery underscores Aramco's resilience amid regional tensions and boosts global supply stability.
161. https://www.haberler.com/guncel/suudi-arabistan-petrol-boru-hattinin-tam-kapasiteyle-calistigini-acikladi-19741309-haberi/ - ["* Saudi Arabia's Ministry of Energy announced the East-West oil pipeline has returned to full capacity after attacks caused a daily loss of 700,000 barrels.", "* The pipeline's damage occurred after attacks on 9 April, affecting a pump station, with a recovery of capacity to approximately 7 million barrels per day.", '* Production at Munife field, which lost around 300,000 barrels daily, has been compensated, while work continues at Hurays field.', "* The rapid infrastructure recovery highlights the country's operational resilience and supports global energy supply security.", '* The article mentions that Iran has launched missile and drone attacks on US bases and sensitive targets in seven Arab countries since 28 February as retaliation against US-Israel actions.']
162. https://www.albawaba.com/business/strategic-chokepoint-geopolitics-us-1625335 - * The prospect of a US-imposed maritime blockade against Iran in the Strait of Hormuz poses significant geopolitical risks. * The Strait is a critical maritime chokepoint through which roughly one-fifth of the world’s oil and natural gas transit. * A blockade could involve naval patrols, interdiction, and suppression of asymmetric threats, but risks escalation. * Iran could retaliate asymmetrically, impacting shipping, raising insurance costs, and creating supply uncertainties. * Disruption could sharply increase global oil prices, potentially exceeding $140–170 per barrel, and cause economic instability worldwide. * Full effective blockade faces operational and political challenges, likely leading to sustained volatility. * The scenario would impact Iran’s economy and global energy markets, highlighting the Strait’s geopolitical significance.
163. https://www.albawaba.com/business/saudi-arabia-restores-full-oil-capacity-1625339 - * Saudi Arabia has fully restored its oil production and export capacity following drone attacks last week. * Recovery includes the East-West Pipeline, Manifa and Khurais fields, and major refineries. * Output at the East-West pipeline reached approximately 7 million barrels per day. * The swift recovery highlights Saudi Aramco’s operational resilience amid regional tensions. * The attacks occurred during heightened US-Iran tensions and affected global energy markets.
164. https://www.haberler.com/ekonomi/hurmuz-bogazi-ndaki-gemi-gecisleri-catismalar-nedeniyle-dususte-19741538-haberi/ - * Iran's closure of the Strait of Hormuz amid US-Israel-Iran conflict reduces global oil shipments, especially affecting VLCC tankers. * In March, the number of ships passing through the Strait dropped to single digits, with significant impact on ton-miles. * About 6.3% of large oil tankers are stranded in the Gulf, with 58 out of 73 VLCCs stuck after port visits. * Alternative routes for Aframax and Suezmax tankers remain operational, with less impact observed. * The total ton-mile for VLCC, Aframax, and Suezmax tankers fell by 13.7% in March, marking the lowest month since September 2020.
165. https://www.france24.com/en/middle-east/20260412-middle-east-war-live-us-and-iran-fail-to-reach-deal-after-marathon-peace-talks-in-pakistan - * Iran's parliament speaker states US failed to gain Tehran's trust in talks in Islamabad. * UK minister comments on stalled Iran-US negotiations without resolution. * Iran aims to restore 70–80% of damaged refining capacity within two months after strikes. * Pakistan urges Iran and US to uphold ceasefire following failed negotiations. * Saudi Arabia restores full capacity on key oil pipeline after attacks by Iran. * Tehran states no expectation of agreement with US in a single session. * Multiple countries involved in diplomatic and energy disruptions across Middle East and Gulf region.
166. https://medium.com/@oliviamiller89/gunboat-diplomacy-2-0-what-the-us-navy-was-really-doing-during-the-islamabad-summit-890d66fce5c9?source=rss------foreign_policy-5 - * On April 11, 2026, US Navy guided missile destroyers entered the Strait of Hormuz amid diplomatic talks in Islamabad. * The simultaneous naval deployment and diplomatic summit represented a coordinated strategy to influence Iran’s leverage. * The US Navy ships (USS Frank E. Peterson and USS Michael Murphy) created a secure maritime corridor by physically altering the operational environment. * The operation aimed to neutralise Iran's blockade of the Strait, which had significantly impacted global oil supply and shipping insurance. * The strategic move aimed to reinforce freedom of navigation and weaken Iran's negotiating position during the ceasefire negotiations.
167. https://euroweeklynews.com/2026/04/12/ryanair-and-easyjet-warn-passengers-delays-could-hit-eu-airports-from-may-4/ - * Ryanair and easyJet warn that European airports could face systemic fuel shortages if the Strait of Hormuz remains closed. * Shortages and delays could occur as early as the week of May 4, with jet fuel supplies uncertain beyond May. * The Strait of Hormuz closure due to conflict between the US, Israel, and Iran impacts global oil transit, causing jet fuel prices to spike. * European jet fuel prices reached a record high of $1,900 (€1,620) per metric ton this week. * Ryanair CEO Michael O’Leary estimates a 10-25% risk of supply disruption through May and June. * EasyJet CEO Kenton Jarvis states the airline is ‘well hedged’ despite volatile prices, amid temporary refuelling limits at Italian airports.
168. https://thecurrencyanalytics.com/bitcoin/fed-rate-strategy-triggers-historic-economic-mistake-warnings-252215 - * Danielle DiMartino Booth warns the Federal Reserve’s current high interest rate policy risks causing a recession and economic damage. * She criticises the Fed’s focus on inflation despite slowing GDP growth, dropping to 0.8% in Q4 from 2.1%. * Consumer spending, industrial output, and manufacturing activity decline, with retail sales dropping 1.2% in March. * Financial markets show volatility; the S&P 500 fell 3.4%, and investors anticipate potential rate cuts. * Labour data indicates a rise in unemployment claims; manufacturing and real estate sectors show stress.
169. https://interestingengineering.com/energy/chinas-touts-methanol-higher-energy-for-ev - * Geely's chairman Li Shufu criticises lithium EVs for weight and efficiency issues.* * Chinese government initiatives aim to diversify decarbonisation efforts with infrastructure for methanol and hybrid fuels.* * Policy actions, including a July 2024 guideline and October 2024 roadmap, support renewable energy hubs integrating wind, solar, hydrogen, ammonia, and methanol.* * Methanol is claimed to provide over ten times the energy density of lithium-ion batteries, reducing vehicle weight.* * Geely's development efforts include methanol plug-in hybrids and engines tested in motorsport, reflecting industrial and policy momentum.*
170. https://www.albawaba.com/business/saudi-arabia-restores-full-oil-capacity-1625339 - * Saudi Arabia fully restored oil production and export capacity following drone attacks, completing the recovery in 'record time'. * Pumping capacity on the East-West Pipeline returned to approximately 7 million barrels per day. * Output at the Manifa field and Khurais field has been restored or is ongoing. * Major refining and petrochemical hubs are operating at pre-attack levels. * Recovery scenarios include the East-West pipeline bypassing the Strait of Hormuz. * Attacks temporarily reduced output by over 1.3 million barrels per day, amid regional tensions involving the US and Iran.
171. https://www.emirates247.com/business/saudi-arabia-announces-full-pumping-capacity-through-eastwest-pipeline/760 - * Saudi Ministry of Energy announced the successful restoration of full capacity through the East–West pipeline, approximately 7 mbpd. * The recovery includes about 300,000 barrels per day from the Manifa field. * The announcement follows prior reports of production impacts due to attacks affecting the pipeline and fields. * Efforts are ongoing to restore full capacity at the Khurais field. * The announcement was made in Riyadh by the Saudi government.
172. https://english.aawsat.com/business/5261417-saudi-arabia-deploys-oil-%E2%80%98central-bank%E2%80%99-capacity-cushion-hormuz-shock - * Saudi Arabia helped contain the supply shock caused by the US-Israeli-Iranian war disrupting the Strait of Hormuz, stabilising prices at around $112. * The country utilised its infrastructure, especially the East-West Petroline pipeline, to reroute exports and maintain supply. * Saudi Aramco's reliance on alternative routes and global reserves helped mitigate market impact. * The Red Sea served as a strategic export outlet, supporting steady flows during the crisis. * Rapid operational adjustments increased exports from 770,000 barrels to over 5 million barrels per day. * Experts highlighted Saudi’s strategic role and infrastructure in stabilising global oil markets during the crisis.
173. https://nevadanewsandviews.com/mines-in-the-water-pain-at-the-pump-heres-what-to-know/ - * U.S. Central Command announced preparations to clear sea mines from the Strait of Hormuz on April 11. * Two Navy destroyers and underwater drones are involved in the operation. * The Strait of Hormuz handles about 20% of global oil supply, affecting prices if disrupted. * The mission aims to maintain free passage and prevent higher costs in transportation. * The operation also demonstrates technological use in modern warfare.
174. https://cairnsnews.org/2026/04/12/world-economic-forums-great-reset-has-been-replaced-by-americas-most-powerful-reset/ - * The article discusses a strategic "reset" led by Donald Trump linking to US energy, military actions, and geopolitical influence. * Trump potentially aims to out-blockade Iran in the Strait of Hormuz following Iran's rejection of final US nuclear deal offer. * USS Gerald Ford, after repairs, joins other naval assets in the Persian Gulf to exert control over Strait of Hormuz. * US officials, including Vice President JD Vance, indicate a final US offer to Iran, which has not yet accepted, concerning nuclear development. * The article aligns with themes of maritime threat, naval power, and geopolitics in critical shipping routes, particularly the Strait of Hormuz.
175. https://www.nationalheraldindia.com/international/oil-flows-resume-through-strait-of-hormuz-as-fragile-us-iran-truce-holds - * Three oil supertankers have transited the Strait of Hormuz amid a fragile ceasefire between the US and Iran. * The vessels exited the Hormuz Passage trial anchorage on Saturday, on a route bypassing Iran’s Larak Island. * The movement follows weeks of disruption caused by Iran’s blockade of the strait, a key route for global oil supplies. * The strait handles about 20% of the world's oil and liquefied natural gas shipments. * The Cosmic Lake, He Rong Hai, and Serifos are involved; Serifos is chartered by Thai state-owned PTT and loaded crude from Saudi Arabia and the UAE.
176. https://energy.economictimes.indiatimes.com/news/oil-and-gas/major-increase-in-oil-traffic-three-supertankers-navigate-hormuz-post-ceasefire/130203952 - * Two Chinese supertankers and a Greek vessel transit the Strait of Hormuz, marking the largest oil flow since the war in March. * The three tankers have a combined capacity of about 6 million barrels of crude. * The transit follows a fragile ceasefire between the US and Iran, with the ships not carrying Iranian oil. * The vessels loaded oil in Saudi Arabia and Iraq, following a route demanded by Tehran. * The event signifies a reopening of Hormuz crucial to global oil trade and alleviating supply pressures.
177. http://burathanews.com/arabic/economic/473395 - * Two oil tankers attempted to pass through the Strait of Hormuz towards the Gulf before returning, amid failed US-Iran negotiations. * Three supertankers, not directly linked to Iran, approached the Strait from Gulf of Oman; two rerouted away from Iran, while one continued. * The reasons for the route changes remain unclear; Iraq and Pakistan previously received Iranian approval to pass. * The Strait of Hormuz is a critical energy passage, with recent closures causing unprecedented supply disruptions. * Ongoing tensions and security risks have led ships to attempt and then withdraw from passage in recent weeks.
178. https://www.gandul.ro/international/conducta-strategica-de-petrol-est-vest-din-arabia-saudita-din-nou-functionala-dupa-atacuri-20859334 - * The oil pipeline crossing Saudi Arabia from east to west has been reactivated after recent damage caused by attacks on regional energy infrastructure. * The Saudi Ministry of Energy announced repairs and normalised oil flow, contributing to international supply stability. * The Oleoduct known as Est–Vest or Petroline, is strategically important for exporting oil to the Red Sea without relying on transit through the Strait of Hormuz. * Infrastructure was targeted by drone attacks amid escalating regional conflict and tensions between Iran and the United States. * The pipeline, about 1,200 kilometres long, connects eastern oil fields to Red Sea ports, serving as a key alternative route in case of Strait of Hormuz closure. * Reopening strengthens Saudi Arabia’s ability to ensure continuous oil exports amid regional instability and concerns over energy route security.
179. https://nevadanewsandviews.com/mines-in-the-water-pain-at-the-pump-heres-what-to-know/ - * U.S. Central Command announced plans to clear sea mines from the Strait of Hormuz on April 11. * Two Navy destroyers are in the area to assist, with underwater drones being deployed. * The Strait of Hormuz handles about 20% of the world’s oil supply. * The operation aims to prevent oil supply disruptions that could cause price spikes. * The mission aims to keep global trade routes open and signals a strategic response to Iranian actions. * Technology use includes underwater drones to reduce risk to personnel. * The operation reflects concerns over regional tensions affecting global markets.
180. https://en.protothema.gr/2026/04/12/analysis-the-strait-of-hormuz-a-ceasefire-hanging-by-a-thread-and-what-trump-and-iran-want-shipwreck-in-the-negotiations-in-islamabad/ - * The US–Iran ceasefire in Islamabad ended without an agreement, leaving regional tensions unresolved. * Donald Trump suggested the possibility of a naval blockade against Iran if conflicts persist. * Reopening Hormuz is a first step, but energy and strategic stability remain fragile. * Damage to oil infrastructure in the region complicates economic recovery and sustains geopolitical risk. * Potential shift of conflict focus to Lebanon and Israel, with increased military activity involving Hezbollah.
181. https://arynews.tv/saudi-arabia-east-west-pipeline-energy-facilities-restored - * Saudi Arabia’s energy ministry announced that its east-west oil pipeline and other facilities had been restored following attacks by Iran. * The attacks damaged the pipeline, resulting in a loss of approximately 700,000 barrels per day of pumping capacity. * Full operation of the pipeline, capable of pumping around 7 million barrels per day, has now been regained. * The attacks impacted output at Saudi’s Manifa and Khurais oil fields, which are now being restored. * Iran’s campaign resulted in casualties, with three people killed since the war began, and targeted energy infrastructure across Saudi Arabia.
182. https://www.gandul.ro/international/conducta-strategica-de-petrol-est-vest-din-arabia-saudita-din-nou-functionala-dupa-atacuri-20859334 - * The oil pipeline across Saudi Arabia, known as Est–Vest or Petroline, has been back in operation after damage from recent attacks. * The pipeline restores normal oil flow, contributing to global market stability. * It is approximately 1,200 kilometres long, connecting eastern oil fields to Red Sea ports. * The infrastructure was targeted by attacks including drone strikes amid regional tensions involving Iran and the US. * Reinforcement of this route enhances Saudi Arabia's ability to export oil independently of the Strait of Hormuz.
183. https://hotnews.ro/anunt-important-al-arabiei-saudite-conducta-est-vest-care-ocoleste-ormuz-a-fost-restabilita-transporta-petrol-la-capacitate-maxima-2217037 - *Saudi Arabia restabilised maximum pumping capacity via the East-West pipeline at approximately seven million barrels per day, announced on Sunday.* *The kingdom's energy installations affected by attacks have returned to operational capacity.* *The attacks, which occurred during conflict with Iran, disrupted oil and gas facilities in Riyadh, Eastern Province, and Yanbu.* *The East-West pipeline was the sole export route during the closure of the Strait of Hormuz.* *Saudi Arabia recovered affected volumes from the Manifa oil field, with ongoing restoration at Khurais.*
184. https://nevadanewsandviews.com/mines-in-the-water-pain-at-the-pump-heres-what-to-know/ - * U.S. Central Command announced preparations to clear sea mines from the Strait of Hormuz on April 11. * Two U.S. Navy destroyers, USS Frank E. Peterson and USS Michael Murphy, are involved, with underwater drones assisting. * The Strait of Hormuz handles about 20% of global oil supply, critical for transportation costs. * Iran's Islamic Revolutionary Guards Corps is accused of laying the mines. * The mission aims to reopen the shipping lane, prevent price spikes, and send a message regarding trade route security.
185. https://english.aawsat.com/business/5261417-saudi-arabia-deploys-oil-%E2%80%98central-bank%E2%80%99-capacity-cushion-hormuz-shock - * Saudi Arabia acted as a stabilising force in global energy markets during the US-Israeli-Iranian conflict disrupting the Strait of Hormuz. * The country helped cap oil prices at around $112, preventing surges towards $200. * Saudi Arabia utilised its infrastructure, including the East-West Petroline pipeline, to reroute exports. * The Red Sea provided a strategic export route, maintaining steady flows despite regional tensions. * Saudi Arabia's operational flexibility and strategic reserves mitigated supply disruptions. * Experts highlighted Saudi Arabia’s role as a global oil stabiliser during the crisis. * The potential for prices to rise sharply if the Hormuz disruption worsened was noted.
186. https://theheraldghana.com/iran-rejects-us-demands-as-islamabad-talks-collapse/ - * Iran declined US demands during negotiations in Islamabad, which ended without agreement. * Tehran insisted on a principled stand against US pressure and refused to concede to what it called excessive demands. * US delegation, led by Vice President JD Vance, sought commitments on Iran’s nuclear programme and regional security. * The talks’ collapse has heightened tensions over the Strait of Hormuz, a key oil transit route. * The deadlock increases concerns over regional stability and global energy supplies.
187. https://www.viva.co.id/berita/dunia/1891405-iran-batasi-hanya-12-kapal-boleh-lintasi-selat-hormuz-per-hari-biaya-us2-juta - * Iran merencanakan membatasi jumlah kapal yang melintas di Selat Hormuz tidak lebih dari 12 kapal per hari. * Biaya per kapal diperkirakan mencapai US$2 juta. * Pemilik kapal dari berbagai negara bernegosiasi dengan IRGC untuk melintasi Selat Hormuz. * Kapal harus melalui jalur khusus dan memperoleh izin. * Presiden AS Donald Trump mengumumkan gencatan senjata selama dua pekan terkait situasi ini. * Iran membuka kembali Selat Hormuz yang merupakan jalur penting bagi 20% pasokan minyak dunia. * Wakil Presiden AS J.D. Vance menyatakan kegagalan mencapai kesepakatan lebih merugikan Iran.
188. https://www.nationalheraldindia.com/international/oil-flows-resume-through-strait-of-hormuz-as-fragile-us-iran-truce-holds - - Three oil-laden supertankers transited the Strait of Hormuz amid a fragile ceasefire between the US and Iran. - The vessels exited the Hormuz Passage trial anchorage on Saturday, signalling limited movement in a crucial route. - The Strait handles about 20% of global oil and LNG shipments, with previous disruptions caused by Iran’s blockade. - The movement follows weeks of disruption, with the oil carriers carrying crude from Saudi Arabia and the UAE, aiming for Malaysia’s Malacca port by 21 April.
189. https://www.diyinvestor.net/ceasefire-and-oil-prices-ongoing-uncertainty-vs-what-we-know/ - * Countries have shut down 10mb/d of oil production due to conflict, with some pipelines bypassing the Strait of Hormuz, affecting supply. * Oil prices have risen to around $120 per barrel, with Middle Eastern barrels trading at historically high levels. * Iran and the US agreed to a two-week ceasefire, re-opening the Strait of Hormuz, but production recovery is slow and uncertain. * Longer-term support for oil prices stems from the vulnerability of energy supply systems and the lack of strategic reserves in many countries. * The Middle East risk premium is expected to persist unless sanctions on Iran are fully removed or regime change occurs.
190. https://www.emirates247.com/business/saudi-arabia-announces-full-pumping-capacity-through-eastwest-pipeline/760 - * The Saudi Ministry of Energy announced the restoration of full pumping capacity through the East–West pipeline, amounting to about seven million barrels per day.* This includes recovering 300,000 barrels per day from the Manifa field production.* The announcement follows an incident affecting the energy sector due to attacks, causing a loss of 700,000 barrels per day in pipeline capacity and reductions at the Manifa and Khurais fields.* Work is ongoing to fully restore Khurais field production.
191. https://en.protothema.gr/2026/04/12/analysis-the-strait-of-hormuz-a-ceasefire-hanging-by-a-thread-and-what-trump-and-iran-want-shipwreck-in-the-negotiations-in-islamabad/ - * The U.S.–Iran ceasefire reopens the Strait of Hormuz but does not restore energy sector stability or strategic order. * Negotiations in Islamabad ended without an agreement amid high mutual mistrust and unresolved security issues. * Donald Trump hinted at a potential naval blockade if Iran does not accept U.S. demands. * Damage from recent conflicts affects oil and gas production, complicating energy sector recovery. * Prices remain volatile due to geopolitical risks, with a likelihood of lasting high costs. * Iran perceives the Strait of Hormuz as a vital political and diplomatic tool. * Regional instability extends beyond Iran to Kuwait, Qatar, Saudi Arabia, impacting global energy logistics. * The potential trade-off involves Lebanon, with increased Israeli military activity against Hezbollah, risking a broader conflict.
192. https://arynews.tv/saudi-arabia-east-west-pipeline-energy-facilities-restored - * Saudi Arabia’s energy ministry announced the recovery of its east-west oil pipeline and other facilities following Iranian attacks. * The attacks impacted Saudi oil production, including the Manifa and Khurais fields. * The east-west pipeline’s full capacity of approximately seven million barrels per day was restored. * The attacks occurred during a fragile two-week truce between Iran and the US. * Overall, three people have been killed in Saudi Arabia since the start of the conflict.
193. https://cairnsnews.org/2026/04/12/world-economic-forums-great-reset-has-been-replaced-by-americas-most-powerful-reset/ - * Donald Trump’s post signals a strategic shift from the World Economic Forum’s 'Great Reset' to expanding US energy production and industrial growth. * Trump aims to dismantle the influence of the City of London over oil prices and global finance. * The US Navy has reinforced its presence in the Strait of Hormuz, with ships like USS Gerald Ford and USS Abraham Lincoln now operating in the Persian Gulf. * The US offers Iran a final deal, with the US potentially increasing pressure by blocking Iran’s oil exports, amid negotiations over nuclear development. * Experts suggest the US Navy can exert complete control over Strait of Hormuz traffic if necessary.
194. https://www.nationalheraldindia.com/opinion/survival-sense-in-the-time-of-iran-war-indian-import-export-lpg-crisis - * The article discusses the ongoing West Asia war, its impact on energy production and supplies, and the subsequent global economic effects. * Even after a ceasefire, infrastructure damages in Gulf nations will delay energy supply recovery. * The war worsens energy shortages, affecting industries and migrant workers in India. * Global crude and gas supplies are at least 10% below normal, disrupting production and supply chains. * Rising energy prices cause cascading effects on prices of commodities and finished goods.
195. https://www.nationalheraldindia.com/international/oil-flows-resume-through-strait-of-hormuz-as-fragile-us-iran-truce-holds - * Three oil-laden supertankers transited the Strait of Hormuz amid a fragile ceasefire between the US and Iran. * The vessels exited the Hormuz Passage trial anchorage, bypassing Iran’s Larak Island. * Iran’s blockade previously disrupted the Strait, which handles about 20% of global oil and LNG shipments. * The movement follows a period of disruption due to Iran's blockade, restoring limited oil flow in the region. * The vessel Serifos, chartered by PTT, is carrying crude from Saudi Arabia and the UAE, expected to reach Malaysia by 21 April.
196. https://energy.economictimes.indiatimes.com/news/oil-and-gas/major-increase-in-oil-traffic-three-supertankers-navigate-hormuz-post-ceasefire/130203952 - *Two Chinese supertankers loaded with crude transited the Strait of Hormuz, along with a Greek vessel, marking the largest oil movement since March.* *If all three pass, it would be the biggest day of oil exits through Hormuz since the start of the war.* *The transit occurs days after a fragile ceasefire between the US and Iran was announced.* *The three tankers have a combined capacity of about 6 million barrels; Iran exported about 1.7 million barrels daily last month.* *Vessels are allowed to sail through the waterway with permission, and the route followed was demanded by Tehran.*
197. https://www.theguardian.com/business/2026/apr/12/iran-war-oil-energy-prices-inflation-washington-world-bank-imf - * The US and Iran conflict has caused the biggest energy shock of the modern age, with oil prices peaking near $120 a barrel, now above pre-conflict levels. * The IMF announced it will cut its 2026 growth forecasts due to the conflict, with slower growth and higher inflation expected worldwide. * Oil prices are volatile, with some fall from recent peaks but remaining higher than before the conflict. * The IMF warns economic turbulence is likely, affecting households, especially the world's poorest. * Global economic stability is threatened by geopolitical tensions, high debt levels, and rising defence spending, complicating international cooperation.
198. https://www.diyinvestor.net/ceasefire-and-oil-prices-ongoing-uncertainty-vs-what-we-know/ - * As of 8 April, 10mb/d of oil production was shut in due to conflict, with damage to facilities and pipelines. * Oil prices rose to around $120 per barrel, with Middle Eastern barrels and refined products reaching historic levels. * The US and Iran agreed to a two-week ceasefire and re-opening of the Strait of Hormuz, but oil market uncertainty remains. * Shipping levels need to surge to near prewar levels for market normalisation; production recovery will take weeks or months. * Rebuilding strategic reserves, such as the US SPR, could support oil prices long-term. * The Middle East risk premium is expected to persist due to geopolitical tensions and Iran’s potential supply influence.
199. https://arynews.tv/saudi-arabia-east-west-pipeline-energy-facilities-restored - * Saudi Arabia's energy ministry announced that its east-west oil pipeline and other facilities had been restored following Iranian attacks. * The attacks had caused a loss of approximately 700,000 barrels per day of pumping capacity. * Full capacity at key oil fields, including Manifa and Khurais, has been restored. * The attacks impacted oil production and resulted in three deaths in Saudi Arabia. * Saudi facilities, including infrastructure in Riyadh, Yanbu, and eastern regions, were targeted by Iran.
200. https://indianexpress.com/article/world/us-news/iran-unable-to-locate-some-mines-in-strait-of-hormuz-us-officials-say-10632146/ - * Iran has potentially not recorded all naval mines laid in the Strait of Hormuz, complicating efforts to reopen the shipping route. * US officials stated Iran "may not have marked where it put all of them," and some devices may have drifted from original positions. * Operations to clear the route are underway, with naval ships deployed in the area. * The strait has been largely closed since the conflict escalated, affecting global oil supply and energy markets. * The reopening remains a key demand in US-Iran talks, but progress is slow due to technical challenges. * Shipping through the strait has declined, causing rising fuel costs and economic pressure.
201. https://tass.com/world/2115651 - * Two empty supertankers attempted to navigate the Strait of Hormuz into the Persian Gulf on Sunday.
202. https://www.theindianpanorama.news/business/crude-oil-prices-drop-but-is-the-damage-already-done/ - * Crude oil prices eased from recent highs following a US-Iran ceasefire, but disruptions to shipping and supply chain remain. * Transit delays and security concerns in the Strait of Hormuz caused operational disruptions at export terminals, pipelines, and storage facilities. * Estimates suggest 12 to 15 million barrels per day have been effectively removed from the market, with nearly one billion barrels at risk in the near term. * Disruptions include slowed or halted vessel movements, increased insurance costs, and operational delays at Gulf energy export terminals. * The overall impact reflects a tighter oil supply chain, with recovery dependent on restoring normal supply conditions.
203. https://thefinancialexpress.com.bd/economy/are-suez-malacca-panama-and-the-turkish-strait-safe - * The article discusses the vulnerability of key maritime routes, including the Strait of Hormuz, Suez Canal, Strait of Malacca, Panama Canal, and Turkish Straits, due to geopolitical tensions and conflicts. * It highlights recent shifts in shipping routes, increased piracy, and congestion at chokepoints, affecting global trade and cost structures. * The impact on Bangladesh, which relies heavily on sea routes for imports, is emphasised, with potential price rises in fuel and food. * The article suggests the need for diversifying routes and enhancing maritime security to protect global supply chains. * It underscores the fragility of global trade infrastructure and the importance of proactive policy responses.
204. https://www.hawaiitribune-herald.com/2026/04/12/nation-world-news/navy-warships-cross-hormuz-strait-for-mine-clearing-work-us-says/ - * Two US Navy destroyers, USS Frank E. Peterson and USS Michael Murphy, entered the Strait of Hormuz to clear mines laid by Iran. * The operation aims to make the waterway safe for commercial shipping. * Iran agreed to reopen the waterway as part of a ceasefire deal, but slow progress has been made. * US military resources, including underwater drones, are expected to join the effort. * Iran’s military denied the US ships approached the strait, claiming control of the waterway.
205. https://www.gandul.ro/international/conducta-strategica-de-petrol-est-vest-din-arabia-saudita-din-nou-functionala-dupa-atacuri-20859334 - * The Saudi Arabia east-west oil pipeline, also known as Petroline, has been recommissioned after repairs following recent attacks. * The pipeline is approximately 1,200 km long, connecting eastern oil fields to Red Sea ports. * The infrastructure was targeted by drone attacks amid escalating Iran-US regional tensions. * The restoration stabilises oil exports, bypassing the Strait of Hormuz. * The pipeline's reinstatement enhances Saudi Arabia's oil export capacity amidst regional instability.
206. https://www.iraqinews.com/iraq/hormuz-reopening-iraq-saudi-oil-surge-2026/ - • Oil flows through the Strait of Hormuz reached their highest levels since the conflict began 40 days ago, following a two-week ceasefire between Washington and Tehran. • A total of 6 million barrels of crude transited the strait over the weekend, with Iraq contributing 2 million barrels and Saudi Arabia 4 million barrels. • Vessel activity increased significantly, with three VLCCs departing Gulf on Saturday, compared to 12 vessels in the previous 48 hours. • The reopening of the strait signals a potential end to the global energy supply shock and is significant for Iraq’s economy.
207. https://indianexpress.com/article/world/us-news/iran-unable-to-locate-some-mines-in-strait-of-hormuz-us-officials-say-10632146/ - * Iran may be unable to find some naval mines in the Strait of Hormuz, complicating efforts to reopen the shipping route.
208. https://www.standartnews.com/svyat/probiv-v-ormuzkiya-protok-parvi-supertankeri-napusnaha-persiyskiya-zaliv-629990.html - * Три супертанкера преминаха през Ормузкия проток и напуснаха региона, след обявеното примирие между САЩ и Иран.
209. https://www.rappler.com/business/hundred-ph-container-vessels-stuck-strait-of-hormuz/ - * Approximately 130 container ships are trapped in the Strait of Hormuz, causing disruptions in the flow of goods, including exports from the Philippines. * The situation has prompted service diversions, network reassessment, and offloading containers at alternative ports. * Most ships are in the danger zone, requiring navigation adjustments, but only some have passed through the strait with Iranian permission. * The disruption impacts Philippine exports, with containers being trucked to final destinations instead of being shipped directly. * The issue results from ongoing Middle East conflict involving Iran, affecting international shipping routes.
210. https://indianexpress.com/article/world/us-news/iran-unable-to-locate-some-mines-in-strait-of-hormuz-us-officials-say-10632146/ - * Iran may be unable to find some naval mines it laid in the Strait of Hormuz, complicating efforts to reopen the shipping route.
211. https://www.rappler.com/business/hundred-ph-container-vessels-stuck-strait-of-hormuz/ - * Around 130 container ships are trapped in the Strait of Hormuz, impacting international trade and the flow of goods. * The situation causes diversions, reassessment of shipping networks, and offloading containers to other ports. * Philippine exports are affected, with containers being trucked to alternative destinations. * Four Philippine-flagged ships are considered within a danger zone, but only two have passed through the Strait recently. * The Middle East conflict influences maritime routes and maritime safety in the region.
212. https://www.japantimes.co.jp/news/2026/04/12/world/politics/us-warships-hormuz-mine-clearance/ - * Two U.S. Navy warships, USS Frank E. Peterson and USS Michael Murphy, transited the Strait of Hormuz to clear Iranian-laid mines, according to U.S. Central Command. * Iran denied the U.S. vessels entered the strait, threatening to deal 'severely' with military vessels crossing the waterway. * U.S. President Donald Trump announced the start of the operation, aiming to establish a safe passage for the maritime industry. * Iran's Revolutionary Guards said passage would only be granted to civilian vessels under specific conditions. * The operation is part of efforts to reopen the strait, a key shipping lane, amid ongoing tensions between the U.S. and Iran.
213. https://www.livemint.com/news/world/jaishankar-thanks-uae-for-ensuring-well-being-of-indians-amid-middle-east-conflict-as-us-iran-talks-fail-11775967289702.html - * External Affairs Minister Dr S Jaishankar discussed regional tensions with UAE officials and thanked them for supporting Indian communities amid Middle East conflict. * Jaishankar's meetings in the UAE preceded US-Iran talks ending in failure after 21 hours, with disagreements over nuclear commitments. * US President J D Vance indicated no deal was reached, citing Iran's refusal to accept US terms. * Iran claimed US demands were excessive, and the Strait of Hormuz situation remains unchanged, impacting global energy markets. * The failed negotiations signal potential increased conflict in the Middle East region.
214. https://www.theindianpanorama.news/business/crude-oil-prices-drop-but-is-the-damage-already-done/ - * Crude oil prices have eased after a US-Iran ceasefire, but disruptions continue. * Security risks in the Strait of Hormuz cause significant delays in tanker movement and operational constraints at Gulf export terminals. * Supply chain bottlenecks include delays at export terminals, pipeline interruptions, and storage congestion. * Experts estimate 12 to 15 million barrels per day are effectively removed from the market due to the disruptions. * The key challenge is restoring normal supply conditions after the security-related disruptions.
215. https://www.japantimes.co.jp/news/2026/04/12/world/politics/us-warships-hormuz-mine-clearance/ - • U.S. Navy warships transited the Strait of Hormuz to clear Iranian-laid mines, announced by U.S. Central Command. • The operation involves USS Frank E. Peterson and USS Michael Murphy, with potential additional forces including underwater drones. • Iran denied the vessels entered the strait and threatened to deal severely with passing military vessels. • President Trump stated the U.S. started clearing the strait to facilitate free trade, acknowledging ongoing Iranian mine threats. • The transit is the first since the start of the U.S.-Israeli conflict with Iran, coinciding with negotiations in Pakistan to resolve the conflict.
216. https://www.israelhayom.com/2026/04/12/us-iran-pakistan-talks-collapse-oil-embargo/ - * US-Iran diplomatic talks in Pakistan ended without progress, with Iran demanding a ceasefire and transit fees for the Strait of Hormuz. * Iran refused to halt uranium enrichment and opposed international oversight, raising tensions over the nuclear issue. * The collapse of negotiations is set to lead to an intensification of the economic war, including a possible full halt of Iranian oil exports. * The US and Iran blame each other for the talks' failure amid regional tensions and looming oil sanctions.
217. https://tribune.com.pk/story/2602357/vance-leaves-after-21-hour-talks-end-without-agreement-praises-pakistans-mediation-efforts - * US Vice President JD Vance announced the end of 21-hour negotiations with Iran in Islamabad without reaching an agreement. * The talks involved US, Iranian, and Pakistani officials, with Pakistan praised for its hosting. * Iran rejected American demands, including the commitment not to seek nuclear weapons. * The negotiations aimed to address Iran’s nuclear programme, Strait of Hormuz control, and regional ceasefires. * The failure of talks jeopardises a fragile ceasefire and affects global oil supplies.
218. https://www.theindianpanorama.news/business/crude-oil-prices-drop-but-is-the-damage-already-done/ - * Crude oil prices eased following a temporary US-Iran ceasefire, but recent disruptions to the oil supply chain remain significant. * Tensions at the Strait of Hormuz caused delays in tanker movement, impacting global oil transit. * Operational delays at Gulf export terminals, increased insurance costs, and pipeline interruptions have tightened supply. * Estimated 12 to 15 million barrels per day have been effectively removed from the market, with nearly one billion barrels at risk. * Experts indicate supply normalisation will depend on how quickly the supply chain can recover from disruptions.
219. https://www.thejapannews.net/news/278978514/cannot-secure-through-diplomacy-what-failed-through-military-aggression-iran - • Iran states diplomacy cannot compensate for military failure. • Iranian embassy in Japan criticises US Vice President JD Vance's 'best and final offer'. • US Central Command claims its ships are clearing mines in the Strait of Hormuz, which Iran denies. • Iran highlights provocations initiated by the US and Pakistan's role in negotiations. • Tensions escalate between Iran and the US over military and diplomatic actions in the Arabian Gulf.
220. https://thecurrencyanalytics.com/stockmarket/pound-stays-strong-as-dollar-wobbles-on-inflation-shock-252209 - * The British pound stayed near $1.26 following US inflation data that increased market uncertainty. * US consumer prices rose 0.4% in March, surpassing economist expectations. * Federal Reserve officials have not given clear signals on future rate hikes, causing market volatility. * UK economic confidence and upcoming GDP data may influence sterling's future movement. * Gold and commodity prices, including oil and industrial metals, rose amid dollar weakness. * Traders now price in a 65% chance of another Fed rate hike by June. * Market reactions reflect global central banks' challenges in balancing inflation pressures and economic growth.
221. https://www.theindianpanorama.news/business/crude-oil-prices-drop-but-is-the-damage-already-done/ - * Crude oil prices have eased following a US-Iran ceasefire, but the damage from disruption remains. * Disruption caused delays in tanker movements, pipeline flows, and operational delays at Gulf export terminals. * Security concerns led to slowed or halted loadings, tightening supply despite stable production capacity. * Upstream bottlenecks emerged due to slowed storage and blending facilities, creating upstream supply chain issues. * Justin Khoo estimates 12 to 15 million barrels per day are effectively removed from the market, with nearly one billion barrels at risk. * The main concern is how swiftly normal supply conditions can be restored, not merely reopening the Strait of Hormuz.
222. https://timesofoman.com//article/170530-iran-better-not-impose-tolls-on-strait-of-hormuz-trump - * US President Donald Trump posts on Truth Social criticising Iran for charging fees on ships passing through the Strait of Hormuz. * Trump warns Iran to stop imposing tolls and discusses US plans to restart oil flow through the waterway. * Iran agreed to reopen the Strait as part of a two-week truce with the US, following its closure in response to attacks. * The Strait of Hormuz is a major energy chokepoint, with about 20% of global oil passing through it.
223. https://sundayguardianlive.com/world/us-iran-israel-war-latest-news-iran-plans-rapid-recovery-of-oil-infrastructure-after-strikes-183467/ - * Iran is working to rebuild damaged oil refining and distribution facilities after strikes. * Officials expect restoration to 70–80% capacity within one to two months. * Repair work has started at the Lavan refinery, with partial restart expected within about 10 days. * Iran is implementing a phased approach to restore multiple facilities. * The focus remains on maintaining domestic fuel supply and oil exports amid regional tensions.
224. https://sundayguardianlive.com/world/us-iran-israel-war-latest-news-iran-plans-rapid-recovery-of-oil-infrastructure-after-strikes-183467/ - * Iran aims to rebuild damaged oil refining and distribution facilities within one to two months after recent strikes. * Repair work has started, with the Lavan refinery expected to restart within about 10 days. * Iran is following a phased approach to restore facilities to 70–80% capacity to support domestic supply and oil exports. * The recovery effort seeks to stabilise fuel supply, reduce economic strain, and maintain oil export revenues. * This strategy occurs amid regional tensions affecting Iran's energy sector, aiming to mitigate long-term damage and ensure regional stability.
225. https://www.washingtonpost.com/business/2026/04/12/iran-war-global-economy/ - * China used its rare earth minerals dominance to secure a trade truce with the US during Trump's trade war. * Iran closed the Strait of Hormuz, affecting global energy markets, leading to a ceasefire in its conflict with the US and Israel. * The US has been unprepared for such weaponisation of economic dependencies, notably with Iran and China. * Iran’s control of the Strait of Hormuz has caused increases in fuel and commodity prices, impacting global supply chains. * Countries like South Korea, Saudi Arabia, and the UAE are seeking alternatives to reduce reliance on the Strait of Hormuz.
226. https://www.thisdaylive.com/2026/04/12/us-begins-mine-clearing-operation-in-strait-of-hormuz-amid-fragile-ceasefire/ - *The US has started clearing sea mines from the Strait of Hormuz to reopen the vital oil route.* *Two US guided-missile destroyers transited the waterway as part of the operation.* *The operation occurs amid fragile ceasefire talks between the US and Iran in Pakistan.* *US President Trump stated that the US has 'defeated' Iran militarily, regardless of a diplomatic deal.* *Iran and the US are engaged in expert-level negotiations on maritime security, sanctions, and nuclear issues.* *Israeli Prime Minister Netanyahu warned that military action against Iran continues.*
227. https://www.aol.com/long-gulf-war-starve-world-102000971.html - * The war involving Iran, Israel, and the US has disrupted maritime traffic through Strait of Hormuz, affecting oil, gas, and fertiliser supplies. * Disruption could lead to a global food security crisis, particularly affecting poorer countries reliant on imports. * The Black Sea Grain Initiative serves as a model for a potential Hormuz Transit Initiative focused on food, fertiliser, and raw materials. * An arrangement would acknowledge shared interests in preventing a wider calamity, without resolving the larger conflict. * A credible institutional mechanism, possibly led by the UN, is necessary for monitoring and ensuring safe passage.
228. https://www.macrobusiness.com.au/2026/04/the-negotiations-to-nowhere-deliver-nothing/ - * The article discusses the recent failure of US and Iranian negotiations regarding the status of the Strait of Hormuz, a critical maritime chokepoint for oil and gas shipping. * The negotiations took place in Islamabad and ended without resolution, highlighting serious differences over control of the strait. * The US advocates for a free maritime zone, whereas Iran claims recognised control. * The disagreement threatens global energy supplies, including 20-30% of oil and LNG needs, and risks triggering military conflict. * The article emphasises the potential global energy, petrochemical, and food shocks resulting from a possible blockade or conflict in the Strait of Hormuz.
229. https://www.chinanews.net/news/278978613/hormuz-emerged-as-new-uper-weapon-foreign-affairs-expert-warns-of-global-economic-shock-as-us-iran-talks-collapse - * The collapse of US-Iran negotiations, including the 'Islamabad Talks', has created international concerns over potential conflict and economic consequences. * Iran has established the Strait of Hormuz as a strategic leverage point, demonstrating its ability to disrupt global oil supply using military assets. * Experts warn that economic sanctions and military measures alone cannot open the Strait due to insurance refusals and Iran's control measures. * The situation poses significant risks to international oil trade, with potential for a global economic shock. * US political developments, including domestic pressures on President Trump and threats of naval blockade, influence the ongoing crisis.
230. https://www.chinanews.net/news/278978613/hormuz-emerged-as-new-uper-weapon-foreign-affairs-expert-warns-of-global-economic-shock-as-us-iran-talks-collapse - * The collapse of US-Iran negotiations signals potential global economic catastrophe. * The Strait of Hormuz has become a 'super weapon' in the conflict,影响 global oil supply. * Iran demonstrated it can disrupt maritime traffic using small submarines, torpedoes, and mines. * Insurance refusal to cover ships in the war zone prevents military resolution. * Iran maintains red lines: sovereignty over enrichment and control of the Strait, seeking funds and damages. * US domestic and geopolitical pressures increase, with threats of tariffs and possible naval blockade.
231. https://timesofoman.com//article/170530-iran-better-not-impose-tolls-on-strait-of-hormuz-trump - * US President Donald Trump posts on Truth Social criticising Iran's potential tolls on ships passing through the Strait of Hormuz. * Trump warns Iran to cease the toll charges, asserting oil flow will resume regardless. * Trump suggests a possible joint toll programme with Iran but provides no details. * Iran agreed to reopen the strait as part of a two-week truce with the US, after previously closing it in response to US and Israeli bombardments. * Strait of Hormuz is a critical energy chokehold with 20% of global oil deliveries passing through it.
232. https://sundayguardianlive.com/world/us-iran-israel-war-latest-news-iran-plans-rapid-recovery-of-oil-infrastructure-after-strikes-183467/ - * Iran is working to rebuild its damaged oil refining and distribution facilities following strikes. * The country aims to restore 70–80% of pre-attack capacity within one to two months. * Repair work has started at the Lavan refinery, with operations expected to resume within about 10 days. * Iran is following a phased approach to bring multiple facilities back online. * The restoration focuses on maintaining domestic fuel supply, oil exports, and regional stability amid geopolitical tensions.
233. https://www.irishcentral.com/news/first-oil-tankers-leave-whitegate - * Oil tankers had their departure from Whitegate refinery in Cork facilitated by Gardaí to distribute fuel nationwide. * Several petrol stations across Ireland face fuel shortages amid ongoing protests. * Garda public order units were involved in clearing the Whitegate site; protests continue nationwide. * Disruptions affect public transport services in Dublin; ongoing protests planned. * Whitegate refinery processes light, low-sulphur crude oil from the North Sea and West Africa, producing fuels like petrol and diesel.
234. https://www.haber7.com/dunya/haber/3619389-korfezde-kritik-hat-yeniden-devrede-saldirilar-sonrasi-petrol-akisi-normale-dondu - Suudi Arabistan Enerji Bakanlığı announced that the East-West oil pipeline, damaged during Iran-related conflicts, has resumed full capacity. Approximately 7 million barrels of oil are now flowing daily. The pipeline runs between the Persian Gulf and the Red Sea. Oil production issues at Manifa and Khurais fields have been addressed or are being resolved. The incident occurred during clashes involving Iran, Israel, and the US, with Iran attacking Gulf infrastructure with drones.
235. https://wanaen.com/two-massive-tankers-reverse-course-near-strait-of-hormuz-as-maritime-conditions-shift/ - * Two oil tankers attempted to pass through the Strait of Hormuz but changed direction and retreated, according to satellite imagery. * One tanker, “Mombasa B”, successfully entered the Persian Gulf via Iran-approved route. * Iran requires permission for vessel passage, influencing maritime traffic in the region. * Heightened regional tensions have affected the security environment, with Iran-affiliated vessels mainly passing through. * Analysts note that Iran increasingly controls transit conditions at the Strait of Hormuz.
236. https://www.indiavision.com/business/vance-heads-back-to-the-u-s-without-striking-a-deal-with-iran-to-bring-an-end-to-the-war/601461/ - * Diplomatic efforts with Iran concluded without a breakthrough, with Secretary of State Antony Blinken returning to Washington. * US naval assets increased their presence in the Strait of Hormuz, a critical maritime chokepoint. * The transit of two US Navy warships through the Strait of Hormuz was a strategic signal amid ongoing tensions. * The increased naval activity aims to deter regional aggression and ensure security of global energy trade. * The diplomatic and military actions reflect a dual approach by the US in handling regional security and Iran relations.
237. https://indianexpress.com/article/world/trump-touts-us-oil-strength-tankers-head-to-american-shores-amid-iran-talks-10631511/ - * Donald Trump claims US is loading 'best and sweetest' oil, with tankers heading to US coasts amid tensions in the Strait of Hormuz. * The remarks coincide with ongoing negotiations between US and Iran in Islamabad aimed at stabilising a fragile ceasefire. * Talks involve US delegates including JD Vance, and Iranian officials, with key issues including sanctions and regional security. * Disruptions in the Strait of Hormuz have affected global oil shipping, with increased US energy exports as an alternative. * The negotiation window is limited, with key issues unresolved and the future of the ceasefire uncertain.
238. https://www.irishcentral.com/news/first-oil-tankers-leave-whitegate - * The Whitegate refinery in Cork allowed oil tankers to leave after Garda intervention, to deliver fuel across Ireland.
239. https://www.kurdistan24.net/en/story/907386/fees-for-the-strait-irans-hormuz-tolls-revive-ancient-maritime-levies-after-fragile-us-iran-ceasefire - * Iran has begun charging transit fees on vessels in the Strait of Hormuz, restricting traffic to below 10% of normal levels. * The fees could reach up to $2 million per ship or $1 per barrel of oil, with proceeds possibly shared with Oman. * The move follows a shaky US-Iran ceasefire and military actions by the US and Israel against Iran. * Iran's tolls raise issues about international maritime law and the principle of freedom of navigation. * Oil prices have risen above $100 per barrel amid concerns of prolonged disruption.
240. https://wanaen.com/two-massive-tankers-reverse-course-near-strait-of-hormuz-as-maritime-conditions-shift/ - * Two large oil tankers attempted to pass through the Strait of Hormuz but changed course and retreated, according to satellite imagery.* * A tanker named “Mombasa B” successfully entered the Persian Gulf via Iran-approved routes.* * Iran has stated that vessel passage depends on permission and safe route approval from Tehran.* * Recent months have seen increased restrictions and control over maritime traffic in the region.* * Regional tensions have heightened, affecting regional maritime security and control over energy routes.
241. https://www.t-online.de/nachrichten/ausland/id_101208646/vorerst-keine-einigung-zwischen-usa-und-iran.html - * Negotiations between US and Iran in Islamabad halted without an agreement, despite being described as historic. * The US and Iran blamed each other for tensions in the Strait of Hormuz, a strategic oil shipping route. * US military forces conducted a deployment through the Strait of Hormuz amidst ongoing negotiations. * Iran declared the Strait a danger zone and threatened military action against US ships attempting passage. * US aims to secure free navigation while Iran warns of resistance to military ships entering the Strait.
242. https://wanaen.com/two-massive-tankers-reverse-course-near-strait-of-hormuz-as-maritime-conditions-shift/ - * Two large oil tankers turned back near the Strait of Hormuz as regional tensions increased. * Satellite imagery showed the tankers attempting to pass into the Persian Gulf; one successfully entered, others retreated. * Iran has stated that vessel passage requires Tehran's permission and approval of safe routes. * Recent months have seen vessels being turned back, amid heightened regional security concerns. * Analysis indicates increased Iran influence over maritime traffic through the Strait of Hormuz. * An expert emphasised that Iran's conditions now largely govern transit policies in the region.
243. https://www.indiavision.com/business/vance-heads-back-to-the-u-s-without-striking-a-deal-with-iran-to-bring-an-end-to-the-war/601461/ - * Secretary of State Antony Blinken returned to Washington without a deal with Iran to end the war, after diplomatic talks concluded without resolution. * US naval assets increased presence in the Strait of Hormuz, a strategic waterway, as a show of strength and commitment to maritime freedom. * The diplomatic efforts focused on Iran’s nuclear program, regional activities, and detained Americans, but no immediate concessions were made. * The increased naval activity signals a dual approach of diplomacy and military readiness amid ongoing regional tensions. * Outcomes of the diplomatic standoff and naval manoeuvres remain uncertain, influencing future regional stability and security dynamics.
244. https://www.haber7.com/dunya/haber/3619389-korfezde-kritik-hat-yeniden-devrede-saldirilar-sonrasi-petrol-akisi-normale-dondu - • Suudi Arabistan enerji bakanlığı, Tahran yönetiminin misillemelerinde hasar gören Doğu-Batı Petrol Boru Hattı'nın yeniden tam kapasiteyle çalışmaya başladığını açıkladı. • Olay, ABD-İsrail ile İran arasında yaşanan çatışmalar sırasında gerçekleşti. • Günlük yaklaşık 7 milyon varil petrol akışı yeniden sağlandı. • Manifa petrol sahasındaki üretim kaybı giderildi, Khurais sahasında çalışmalar sürüyor. • Rezilyans ve kriz yönetimi başarısı vurgulandı, küresel enerji arzı ve ekonomi desteklendi.
245. https://www.theage.com.au/business/markets/australia-in-no-position-to-ease-asian-gas-crunch-data-shows-20260410-p5zmx6.html?ref=rss&utm_medium=rss&utm_source=rss_business - *Australia’s LNG terminals are operating at 94.6% to 98% capacity, limiting capacity for additional shipments to Asia.* *Australia’s ability to increase liquefied natural gas exports is constrained by existing project capacities.* *The global LNG supply has been impacted by Middle East tensions, reducing availability for Asian countries, increasing reliance on Australia.* *Australian LNG producers could potentially deliver an extra three or four cargoes, but opportunities are limited.* *Government agreements aim to secure fuel supplies but face capacity and reserve challenges.*
246. https://africa.businessinsider.com/local/lifestyle/vessels-avoiding-damage-from-the-iran-war-are-turning-to-a-small-island-nation-in/jny8wbc - * Vessels are seeking safer routes due to Iran war disruptions, increasing activity in African ports.* * Mauritius' Port Louis Harbour saw bunker calls rise by 42% in March.* * Namibia's Port of Walvis Bay experienced a surge in ship-to-ship bunkering.* * Togo's Port of Lomé is positioning as an alternative route to the Strait of Hormuz.* * Ongoing tensions in the Strait of Hormuz slow maritime traffic, affecting global energy markets.*
247. https://www.trend.az/world/4173832.html - * Pakistan proposed regulating shipping in the Strait of Hormuz, involving joint patrols.
248. https://www.business-standard.com/external-affairs-defence-security/news/iran-war-geopolitical-upheaval-to-top-agenda-at-naval-commanders-meet-126041200312_1.html - • Indian Navy commanders will discuss implications of West Asia crisis and energy security during a three-day conference in New Delhi, April 14-16. • The conference focuses on safeguarding India's energy transit routes, especially through the Strait of Hormuz, amid ongoing conflicts. • Topics include operational readiness, capability development, technology integration, and regional security cooperation. • Leaders will review plans related to maritime security, blue-water capabilities, and joint military efforts, with emphasis on India’s strategic role in the Indian Ocean and Indo-Pacific. • The event marks an effort to reinforce India’s naval posture and international cooperation in light of rising geopolitical tensions.
249. https://www.philstar.com/headlines/2026/04/12/2520478/fuel-may-never-fall-back-p60-liter-says-energy-chief - • Energy Secretary Sharon Garin states fuel may not fall back to P60 per litre because of damage from Middle East conflict. • Damage to oil facilities in the Middle East may take a long time to repair. • Prices are expected to decrease slowly over six months, not rapidly. • Oil price hikes began after US-Iran tensions in late February. • Iran Navy's closure of the Strait of Hormuz, passing 20% of global oil, worsens supply threats. • Some Philippine oil firms sell petrol at around P130 per litre.
250. https://www.philstar.com/headlines/2026/04/12/2520478/fuel-may-never-fall-back-p60-liter-says-energy-chief - • Philippines Energy Secretary Sharon Garin states fuel may not fall back to P60 per litre because of structural damage from Middle East conflict. • Damage caused by oil facility hits may take time to repair, affecting local prices. • Producer prices are expected to rise slowly over six months, with no quick decline. • US-Iran tensions and Strait of Hormuz closure have worsened supply threats. • Current prices in the Philippines are around P130 per litre.
251. https://www.examinerlive.co.uk/news/uk-world-news/exact-date-easyjet-ryanair-flights-33755735 - * Ryanair warns of potential flight disruptions starting from 1 May linked to fuel shortages caused by US-Iran conflict. * The conflict affects the Strait of Hormuz, a key oil shipping waterway. * US and Iran negotiations remain deadlocked; the conflict approaches its seventh week. * Airlines contend with restricted airspace and dwindling jet fuel supplies. * EasyJet reports volatile fuel prices but is well hedged against supply disruptions. * Disruptions depend on resolution of conflict and reopening of Strait of Hormuz. * US Vice President Vance comments on ongoing negotiation failures.
252. https://www.lokmattimes.com/international/imf-world-bank-meets-to-take-stock-of-global-economic-shocks-amid-middle-east-crisis-2/ - * International Monetary Fund (IMF) and World Bank spring meetings will be held from April 13-18 in Washington, DC, involving finance ministers and central bankers from 191 countries. * The meetings will focus on global economic uncertainties caused by the Middle East conflict, with forecasts likely to be downgraded. * World output growth predictions for 2023 are expected to be scaled down due to economic shocks, including disruptions in oil and LNG supply. * The Middle East conflict has resulted in a 13% cut in daily oil flow and a 20% reduction in LNG flow, causing rising prices and supply chain disruptions. * Discussions will include measures to mitigate the economic impact of the shocks and policies to support economic stability and growth.
253. https://bfsi.economictimes.indiatimes.com/news/industry/west-asia-war-to-hit-growth-trigger-cascading-impact-world-bank-president-banga/130204167 - * The war in West Asia is expected to lower global growth by 0.3 to 0.4 percentage points if it ends early, and up to 1 percentage point if it escalates. * Inflation could increase by 200 to 300 basis points, reaching up to 0.9 percentage points if the war prolongs. * Emerging markets’ growth forecast has been revised from 4% to as low as 2.6% in adverse scenarios. * Oil prices have risen by 50%, disrupting supplies of oil, gas, fertiliser, and impacting tourism and air travel. * The World Bank discusses crisis response funding and energy diversification strategies with developing countries amid ongoing conflicts.
254. https://economictimes.indiatimes.com/markets/commodities/news/a-panicked-race-for-barrels-grips-global-oil-market-price-up-as-much-as-140/articleshow/130204411.cms - * Crude oil prices exceeded $140 a barrel in physical markets amid a global shortfall caused by Middle East supply disruptions. * Traders in the North Sea and Asia are bidding aggressively for immediate supplies, with premiums up to $25 above benchmarks. * Futures market for June dropped 13%, reflecting market optimism over Iran ceasefire, but physical prices surged. * European refiners may reduce output due to high costs, worsening product shortages like diesel and jet fuel. * Increased Asian and US imports and premium freight costs highlight urgent supply needs amid ongoing geopolitical tensions.
255. https://economictimes.indiatimes.com/markets/commodities/news/a-panicked-race-for-barrels-grips-global-oil-market-price-up-as-much-as-140/articleshow/130204411.cms - * Traders submitted 40 bids for oil cargoes in the North Sea this week, with only four offers met and prices exceeding $140 a barrel. * Physical Brent reached a record $144 a barrel before dropping to $126, still significantly above futures prices. * Shortages due to geopolitical conflict and disruption of Strait of Hormuz flows have led refiners to seek supplies worldwide. * Asian refiners and US exporters are increasing purchases from alternative sources, paying premiums for prompt delivery. * US inventories are lowest in 16 years, with soaring prices impacting oil product markets such as diesel and jet fuel.
256. https://www.techjuice.pk/us-warships-safely-transit-strait-of-hormuz-amid-shaky-ceasefire/ - * Two US Navy guided-missile destroyers transited the Strait of Hormuz amid a ceasefire. * The transit was the first since the US-Israel conflict with Iran began. * President Trump announced the operation, claiming Iran is losing in the conflict. * Iran's sea mines remain a threat; the transit occurred without coordination with Tehran. * The blockade started after US and Israeli bombing, disrupting global oil flows; the ceasefire partially reopened the strait.
257. https://newsukraine.rbc.ua/news/qatar-restores-shipping-after-hormuz-strait-1775979876.html - * Qatar’s Ministry of Transport announced that maritime traffic in Qatar’s territorial waters will fully restart on April 12.* Navigation will be permitted from 6 am to 6 pm local time; fishing vessels allowed all day.* Qatari tankers had been unable to pass through the Strait of Hormuz for over a month due to de facto closure amid hostilities in Iran.* US President Donald Trump stated that the US is beginning demining of the Strait of Hormuz on April 11.* Several US Navy ships passed through the strait and then returned; two destroyers were confirmed to have passed through for demining.* Iran opened the strait after a ceasefire but closed it again, citing Israeli bombing of Lebanon and possibly due to mines.*
258. https://africa.businessinsider.com/local/lifestyle/vessels-avoiding-damage-from-the-iran-war-are-turning-to-a-small-island-nation-in/jny8wbc - *Vessels seek safer routes due to Iran conflict, increasing traffic to Mauritius, Namibia, and Togo.* *Port Louis bunker calls increased by 42% in March, with fuel demand rising to 109,708 tons.* *Togo's Port of Lomé is promoted as an alternative route to bypass the Strait of Hormuz.* *Traffic through the Strait of Hormuz remains below normal amid ongoing tensions, with some ships rerouted or stuck.* *African nations are positioning ports to accommodate shifts in global shipping caused by Middle Eastern instability.*
259. https://www.suchtv.pk/world/item/135921-irgc-navy-warns-military-vessels-of-firm-response-to-attempts-at-crossing-strait-of-hormuz.html - * The IRGC Navy issued a warning about a 'firm response' to vessels attempting passage through the Strait of Hormuz. * The warning was delivered on Saturday, stating it has full control over the waterway. * The navy stated only non-military vessels are granted transit permission. * Iran has shut the strait to adversaries following US and Israeli actions. * The strait accounts for 20% of global LNG and 25% of seaborne oil trade; its closure impacted global markets. * US President Donald Trump announced a two-week lull in American attacks on Iran following regional tensions. * Iran's leadership announced a new management phase of the waterway after recent aggression.
260. https://www.azernews.az/region/256928.html - * European Union countries increased imports of Russian LNG in the first quarter of 2026, driven by Middle East supply disruptions. * LNG deliveries from Yamal LNG in Siberia rose by 17% year-on-year to 5 million tonnes. * EU member states spent approximately €2.88 billion on Yamal LNG. * 97% of Russian LNG cargoes to Europe during this period originated from Yamal. * The influx coincided with the closure of the Strait of Hormuz, disrupting Gulf supply routes. * Despite this, the EU plans to phase out dependence on Russian gas by 2027.
261. https://www.ilgiornale.it/news/guerra/flottiglia-iraniana-controlla-ancora-stretto-hormuz-2650288.html - ['*The Strait of Hormuz remains contested as US forces conduct mine-clearing operations, with Iran disputing these claims.', "*Iran's control of the strait is maintained by small fast boats, the 'Mosquito Fleet', equipped with missiles and mines.", "*US military has reported sinking over 155 Iranian vessels, mainly targeting Iran's conventional navy and advanced Guard Corps units.", '*Iran has carried out 50 attacks on ships since February, affecting global economy and escalating tensions.']
262. https://www.suchtv.pk/world/item/135921-irgc-navy-warns-military-vessels-of-firm-response-to-attempts-at-crossing-strait-of-hormuz.html - * The IRGC Navy warns military vessels of a 'firm response' to crossing attempts in the Strait of Hormuz. * The navy asserts full control over the waterway and restricts passage to non-military vessels. * Iran shut the strait to adversaries after US and Israeli actions, impacting global energy markets. * The waterway hosts 20% of world LNG transit and 25% of seaborne oil trade. * US President Donald Trump announced a two-week lull in attacks amid ongoing tensions.
263. https://www.thehindubusinessline.com/news/eam-jaishankar-meets-members-of-indian-community-in-uae/article70853293.ece - * Jaishankar meets Indian community members in UAE during his two-day visit. * He discusses India's efforts towards community welfare amidst West Asia conflict. * The visit follows his attendance at the Indian Ocean Conference in Mauritius. * The Strait of Hormuz disruption caused by Iran affects global oil supply, with 20% of oil passing through. * West Asia conflict and Strait of Hormuz tensions impact shipping and energy prices. * Iran permits transit for ships from friendly countries, amid global shipping concerns.
264. https://www.vietnamplus.vn/ba-sieu-tau-cho-dau-cua-trung-quoc-va-hy-lap-di-qua-eo-bien-hormuz-post1104399.vnp - * Two Chinese supertankers, Cospearl Lake and He Rong Hai, and one Greek vessel, Serifos, crossed the Strait of Hormuz after a six-week closure.* * They transported oil from Saudi Arabia and Iraq, respectively.* * Their routes followed the northern passage through Iran's waters, away from traditional shipping lanes.* * The oil export volume increased but remained below pre-conflict levels.* * The reopening of Hormuz is economically significant, with implications for global oil supply.*
265. https://www.suchtv.pk/world/item/135921-irgc-navy-warns-military-vessels-of-firm-response-to-attempts-at-crossing-strait-of-hormuz.html - - The IRGC Navy issued a warning of a 'firm response' to military vessels attempting to pass through the Strait of Hormuz. - The Navy exercises full control over the waterway and restricts passage to non-military vessels. - Iran indicated that the strait is closed to adversaries following US and Israeli aggression. - The closure affects 20% of global LNG transit and 25% of seaborne oil trade, impacting energy markets. - The statement follows regional tensions and Iran's assertion of increased control over the waterway.
266. https://ca.finance.yahoo.com/news/saudi-arabia-restores-full-capacity-071614305.html - * Saudi Arabia has restored full oil pumping capacity through the East-West pipeline to about seven million barrels per day. * The restoration followed attacks during the Iran conflict that affected energy facilities and the pipeline. * The attacks had previously cut Saudi oil capacity by around 600,000 bpd and pipeline throughput by about 700,000 bpd. * The pipeline is Saudi Arabia's only crude export route amid Strait of Hormuz closure. * The recovery aims to ensure supply continuity to global markets.
267. https://ca.finance.yahoo.com/news/saudi-arabia-restores-full-capacity-071614305.html - * Saudi Arabia restored full operational capacity on the East-West pipeline to about seven million barrels per day after attacks. * The attacks, during Iran conflict, caused disruptions, cutting capacity by around 600,000 bpd and pipeline throughput by about 700,000 bpd. * The pipeline is Saudi Arabia's only crude export route amid Strait of Hormuz closure. * Recovery efforts included restoring output from the Manifa oilfield and Khurais facility. * The recovery aims to ensure supply continuity in local and global markets.
268. https://index.hu/kulfold/2026/04/12/finnorszag-arnyekflotta-oroszorszag-ukrajnai-haboru-esztorszag-balti-tenger/ - * Ukrajna katonai akciókkal támadja az orosz olajkikötőket a Finn-öböl partján, beleértve Uszt-Lugi és Primorszk kikötőket.* * Az ukrán cél az orosz olaj-export elvágása, mely Oroszország bevételének jelentős részét képezi.* * A kikötői kapacitások csökkenése torlódást okozott a Finn-öbölben, miközben orosz tartályhajók az észt és finn felségvizeken horgonyoznak.* * Az árnyékflotta működése miatt a hajók elkerülik a hivatalos kikötőket, fennáll a környezeti kockázat.* * A helyzet kihívást jelent a NATO-tagországoknak, különösen Észtországnak és Finnországnak.*
269. https://ca.finance.yahoo.com/news/saudi-arabia-restores-full-capacity-071614305.html - * Saudi Arabia has restored full oil pumping capacity through the East-West pipeline to about 7 million barrels per day. * The restoration follows attacks during the Iran conflict that affected energy facilities and infrastructure. * The pipeline was affected by attacks that disrupted operations at key oil, gas, refining, and electricity sites. * The attacks initially reduced Saudi oil production capacity by around 600,000 bpd and pipeline throughput by about 700,000 bpd. * The recovery aims to improve supply continuity to local and global markets.
270. https://koreajoongangdaily.joins.com/news/2026-04-12/business/economy/Industry-minister-assures-stable-oil-supply-despite-Straight-of-Hormuz-blockage/2566832 - * Korea will manage crude oil supply without releasing government stockpiles, according to Industry Minister Kim Jung-kwan. * Approximately 80% of the usual import level is secured as of May. * Seven Korean oil tankers are held in the Strait of Hormuz, carrying around 14 million barrels of oil. * The government is exploring alternative routes through Saudi Arabia’s Yanbu Port and importing crude from Kazakhstan. * Supply of naphtha and helium gas is stabilising, with measures in place to support the supply chain.
271. https://meyka.com/blog/april-12-tal-pipeline-disruption-probe-puts-germany-fuel-on-watch-1204/ - * The Transalpine Pipeline paused flows for three days in late March, affecting German refineries and inventories. * Italian police are investigating damage to a power pylon linked to the pipeline, with TAL denying sabotage claims. * A jetty at Trieste remains under maintenance until 23 April, limiting supply flexibility. * Short disruptions are impacting jet fuel bottlenecks and potential crack spreads in southern Germany. * For Australian investors, possible rises in European kerosene cracks could influence Asia-Pacific prices and airline fuel costs.
272. https://www.perthnow.com.au/news/politics/disappointing-australias-plea-after-peace-talks-end-c-22129148 - * Australia's Foreign Minister Penny Wong expressed disappointment after US-Iran peace talks ended without agreement in Pakistan. * The talks failed to reach a deal for a permanent ceasefire, with Iran and the US citing unreasonable demands. * The Strait of Hormuz, a key oil route, remains restricted by Iran until the US agrees to a deal, affecting global oil supplies. * Australian officials warn of long-term impacts due to the Strait's closure and material shortages caused by Iran's restrictions. * The conflict's escalation could have significant human and economic consequences, according to Australian leaders.
273. https://www.oxfordmail.co.uk/news/26008517.volatile-oil-prices-threaten-oxfordshires-pothole-crisis/?ref=rss - * Oxfordshire County Council has spent over £9.8 million on road repairs in the past three years. * The price of crude oil spiked following Middle East tensions, with Brent crude peaking above $120 per barrel. * Oil price fluctuations are linked to geopolitical tensions in the Middle East, including Iran and Lebanon. * The cost of asphalt, derived from crude oil, impacts pothole repair expenses. * The council monitors fuel price volatility due to its impact on local government budgets.
274. https://www.businesstoday.in/world/story/iranian-oil-flows-at-risk-no-deal-in-islamabad-trump-hints-at-naval-blockade-on-iran-525257-2026-04-12?utm_source=rssfeed - * US President Donald Trump signals a possible naval blockade against Iran following talks in Islamabad ending without an agreement. * The blockade could restrict Iran's oil exports, a vital revenue source, and increase pressure on countries importing Iranian crude. * US naval assets, including carrier groups USS Gerald Ford and USS Abraham Lincoln, are positioned in the region to support enforcement. * Experts suggest the US could control maritime traffic through the Strait of Hormuz, a key global oil route. * Direct US-Iran talks failed to reach an agreement; the US aims to prevent Iran from acquiring nuclear weapons.
275. https://www.zeebiz.com/world/news-middle-east-tension-rise-us-navy-starts-mine-clearance-operations-in-strait-of-hormuz-iran-denies-claims-393533 - * The US Central Command started mine-clearance operations in the Strait of Hormuz, deploying destroyers USS Frank E. Petersen and USS Michael Murphy. * The deployment aims to ensure safe maritime passage and clear mines allegedly laid by IRGC. * Iran denies US claims, asserting control over the waterway and rejecting the US account. * Tensions have increased, with IRGC warning of a strong response to foreign military ships. * Ongoing US-Iran talks in Islamabad have failed to produce an agreement amidst regional tensions.
276. https://www.zeebiz.com/world/news-middle-east-tension-rise-us-navy-starts-mine-clearance-operations-in-strait-of-hormuz-iran-denies-claims-393533 - * The US Central Command (CENTCOM) has started preparations to clear mines in the Strait of Hormuz, deploying two guided-missile destroyers, USS Frank E. Petersen and USS Michael Murphy. * The destroyers have transited the strait and are operating in the Arabian Gulf, part of a mission to ensure safe navigation amid tensions. * Iran denies US claims and asserts control over maritime passage, warning of a strong response to foreign military ships. * The situation reflects ongoing hostilities and disruption of shipping routes, with limited vessels managing passage. * US and Iran negotiations in Islamabad have failed to reach an agreement, heightening regional instability.
277. https://peakoil.com/consumption/from-boston-to-denver-us-drivers-cut-back-as-iran-war-pushes-fuel-costs-higher - * US drivers in multiple cities reduce travel and switch to electric vehicles due to rising fuel prices. * Gasoline prices reach $4.99 a gallon in Boston; diesel averages $5.67. * The war involving Iran, impacting oil supply and shipping routes, is cited as the cause. * US gasoline and diesel expenditures are estimated to increase by $10.4 billion this year. * High fuel prices lead to demand destruction, with decreased gasoline demand and increased pawn loans.
278. https://www.zeebiz.com/world/news-middle-east-tension-rise-us-navy-starts-mine-clearance-operations-in-strait-of-hormuz-iran-denies-claims-393533 - * The US Central Command has deployed destroyers USS Frank E. Petersen and USS Michael Murphy to the Strait of Hormuz for mine clearance. * The deployment aims to secure maritime passage and ensure safe navigation amid tensions involving Iran. * Iran denies US claims and asserts control over the waterway; IRGC warns of a strong response to foreign military vessels. * Additional US assets, including underwater drones, are expected to join the effort. * The situation remains tense as negotiations between the US and Iran in Islamabad fail to reach an agreement.
279. https://www.bloomberg.com/news/articles/2026-04-12/two-supertankers-u-turn-in-hormuz-as-us-iran-talks-break-down - * Two supertankers attempted to transit the Strait of Hormuz on Sunday. * Their attempt coincided with the breakdown of US-Iran peace negotiations. * The tankers, approaching from the Gulf of Oman, turned back near Iran’s Larak island. * The ships included Agios Fanourios I and Shalamar, destined for Das island in the UAE. * The incident threatened a fragile ceasefire in the region.
280. https://peopledaily.digital/business/supertankers-exit-gulf-waters-in-first-movement-since-ceasefire-deal-data-shows - * Three supertankers, including Serifos, Cospearl Lake, and He Rong Hai, exited the Gulf Strait following a ceasefire deal.
281. https://www.freemalaysiatoday.com/category/business/2026/04/12/chinas-energy-strategy-pays-off-as-middle-east-war-cramps-supplies - • China’s long-term energy diversification strategy helps it withstand Middle East supply disruptions due to Iran war. • Oil shipments from the Gulf halted for six weeks; China holds substantial strategic reserves. • Wind, solar, and nuclear capacity expansion supports energy security. • The conflict affects small private oil refineries and helium supply for chipmaking. • Chinese President Xi Jinping promotes further renewable energy development amid geopolitical turmoil.
282. https://www.bloomberg.com/news/articles/2026-04-12/two-supertankers-u-turn-in-hormuz-as-us-iran-talks-break-down - * Two supertankers attempted to pass through the Strait of Hormuz on Sunday. * Negotiations between the US and Iran broke down, leading to the U-turn. * The ships approached near Iran’s Larak island on Sunday. * Iraq-bound Agios Fanourios I and Pakistan-flagged Shalamar turned back near Iran’s Larak island. * The event occurs in the context of US-Iran diplomatic disputes affecting regional oil transit routes.
283. https://peopledaily.digital/business/supertankers-exit-gulf-waters-in-first-movement-since-ceasefire-deal-data-shows - * Three supertankers are the first vessels to exit the Gulf since the U.S.-Iran ceasefire deal.
284. https://jamaicainquirer.com/iran-must-not-be-allowed-charge-tolls-in-strait-of-hormuz-un-watchdog-says/ - * The head of the International Maritime Organisation stated that Iran's attempt to impose tolls in the Strait of Hormuz is illegal under international law. * The comments came amid US-Iran ceasefire talks and ongoing tensions over nuclear and maritime issues. * Shipping in the Strait is at a standstill, significantly reducing vessel transits and affecting oil and natural gas exports. * The UN watchdog emphasised ending the war as the fundamental solution to reopen the waterway. * Concerns were raised over approximately 20,000 stranded seafarers due to the blockade.
285. https://www.cronica.com.ar/mundo/estrecho-de-ormuz-dos-buques-de-guerra-de-estados-unidos-cruzaron-el-paso-para-iniciar-una-mision-de-desminado/ - * Estados Unidos confirmó que dos buques de guerra atravesaron el estrecho de Ormuz para iniciar una operación de desminado tras la detección de explosivos. * La misión busca garantizar la circulación de mercancías y reducir riesgos en la vía marítima. * Participan destructores USS Frank E. Peterson y USS Michael Murphy; se prevé el uso de drones submarinos. * Donald Trump afirmó que los 28 barcos minadores de Irán yacen en el fondo del mar tras la operación. * Emiratos Árabes Unidos solicitó evitar represalias y destacó la importancia del estrecho para el comercio mundial.
286. https://www.indiatoday.in/india-today-insight/story/why-the-west-asia-energy-shock-is-far-from-easing-2894799-2026-04-12 - * The conflict in West Asia continues to threaten global energy supplies, affecting India with significant crude oil and LNG imports. * Crude oil prices are expected to average $100 a barrel in this fiscal year due to ongoing disruptions. * The Strait of Hormuz remains partially operational, with Iran obstructing oil and gas shipments, risking a supply shock. * The conflict impacts India’s economic growth, inflation, and current account deficit, with the rupee under pressure. * Financial institutions like RBI and HDFC Mutual Fund highlight both risks and potential positive impacts, including oil price declines and inflation control.
287. https://www.mirror.co.uk/travel/ryanair-easyjet-flight-warning-exact-37000470 - * Major UK airlines warn of impact on travel if Strait of Hormuz not reopened within three weeks. * EU airports face 'systemic' fuel shortages if supply routes are not restored, experts warn. * Ryanair and easyJet highlight potential disruptions in May and June due to ongoing war and fuel supply risks. * European jet fuel prices hit record levels, increasing concerns about future shortages. * disruptions include cancellations at Italian airports and fuel restrictions affecting airlines like Air New Zealand.
288. https://tekno.sindonews.com/read/1695501/613/pakai-uss-michael-murphy-as-klaim-telah-sapu-bersih-ranjau-iran-di-selat-hormuz-1775966697 - * On 11 April, CENTCOM announced that two US Navy ships had crossed the Strait of Hormuz to start demining operations. * Iran immediately rejected the claim, increasing tensions in the region. * US President Trump announced the beginning of a "clearance" process for the strategic strait. * US naval destroyers USS Frank E. Petersen and USS Michael Murphy participated in the operation. * Additional US forces and unmanned underwater vehicles may join the effort in the coming days.
289. https://ekbis.sindonews.com/read/1695453/33/serangan-iran-pangkas-produksi-minyak-saudi-600000-barel-per-hari-1775959486 - * Saudi Arabia's oil production capacity has been cut by 600,000 barrels per day due to an attack on oil facilities. * The attack damaged a pipeline connecting the Persian Gulf to the Red Sea, worsening the global energy supply crisis. * Targeted facilities include Manifa and Khurais; another attack on pump stations along the East-West pipeline cut an additional 700,000 barrels per day. * The pipeline incident impacts the alternative route to Yanbu, avoiding the Hormuz Strait blockage. * The incident heightens geopolitical tensions and threatens global commodity markets.
290. https://ekbis.sindonews.com/read/1695453/33/serangan-iran-pangkas-produksi-minyak-saudi-600000-barel-per-hari-1775959486 - - Attack on Saudi Arabia's oil facilities cuts production capacity by 600,000 barrels daily. - Damage to pipelines links the Persian Gulf to the Red Sea. - Attacks on Manifa and Khurais facilities cited as main causes. - Separate attack on East-West pipeline pump stations reduces distribution by 700,000 barrels daily. - Incident worsens global energy supply crisis amid rising geopolitical tensions.
291. https://www.elfinanciero.com.mx/economia/2026/04/11/pemex-advierte-exceso-de-coque-pone-en-riesgo-la-operacion-de-refinerias-y-ya-impacta-a-dos-bocas/ - * Pemex alerta que el aumento en la producción de coque puede poner en riesgo la continuidad operativa de las refinerías, especialmente en Dos Bocas y Olmeca. * En febrero, Dos Bocas produjo más de un tercio del coque del Sistema Nacional de Refinación, con 29 mil barriles diarios. * La producción de coque en el Sistema aumentó en 93.8% en menos de dos años, ligado a la operación de la refinería Olmeca. * Pemex prevé invertir 3,540 millones de pesos para construir infraestructura para desalojar coque, incluyendo un segundo tren de procesamiento. * Investigaciones en marcha por un incendio en Dos Bocas, relacionado con altas temperaturas del coque saliendo de la coquizadora.
292. https://ekbis.sindonews.com/read/1695453/33/serangan-iran-pangkas-produksi-minyak-saudi-600000-barel-per-hari-1775959486 - - Serangan terhadap fasilitas minyak Arab Saudi memotong kapasitas produksi sebesar 600.000 barel per hari. - Serangan merusak jalur pipa krusial yang menghubungkan Teluk Persia ke Laut Merah. - Serangan terhadap fasilitas di Manifa dan Khurais menyebabkan penurunan produksi harian. - Serangan terhadap jalur pipa East-West turut memangkas distribusi sebesar 700.000 barel per hari. - Dampak termasuk krisis pasokan energi global dan ketegangan geopolitik yang meningkat.
293. https://thanhnien.vn/gia-usd-hom-nay-1242026-sut-giam-sau-mot-tuan-185260412065818835.htm - * The USD index drops to 98.7 points, down 1.49 points after US and Iran cease hostilities. * US CPI increased 0.9% month-on-month and 3.3% year-on-year in March, mainly due to energy prices. * US Federal Reserve is expected to hold interest rates steady before possibly decreasing in June and Q3/2026. * USD in Vietnam drops, with Vietcombank and ACB reducing buy and sell rates. * Other currencies like euro and British pound increase against the VND, while yen decreases. * Geopolitical uncertainties continue to cause potential currency fluctuations.
294. https://wset.com/news/nation-world/us-begins-mine-clearance-operations-in-strait-of-hormuz-centcom-military-troops-war-conflict-airstrikes-bombings-peace-talks-deal-negotiations-oil-gas-gasoline-united-states-iran-israel-nuclear-program-weapons-jd-vance-donald-trump - * US Central Command (CENTCOM) announced start of sea mine clearance in the Strait of Hormuz, involving Navy destroyers USS Frank E. Peterson and USS Michael Murphy. * Operations aim to establish a safe passage for maritime traffic amid tensions with Iran. * Additional assets, including underwater drones, are expected to join the effort. * The Strait of Hormuz is a critical maritime chokepoint for global energy supplies, with disruptions increasing energy prices. * President Donald Trump stated the US is clearing the strait to facilitate global commerce, mentioning cooperation with several countries and oil tankers heading to the US. * Iran's closure of the strait has sharply impacted global shipping and energy markets, increasing crude prices and reducing oil transit volumes.
295. https://unn.ua/en/news/first-supertankers-passed-through-the-strait-of-hormuz-after-the-truce-between-the-us-and-iran - • Supertankers passed through the Strait of Hormuz after a truce between US and Iran was announced. • The passage occurred following peace talks in Pakistan and de-escalation of tensions. • Three VLCCs, Serifos, Cospirl Lake, and He Rong Hai, passed through the strait. • Tankers are carrying crude oil from Saudi Arabia, the UAE, Iraq, and China. • The US announced the start of Strait of Hormuz mine clearance operation.
296. https://oilprice.com/Energy/Crude-Oil/How-Irans-Dark-Fleet-Is-Quietly-Keeping-Oil-Markets-Afloat.html - * The global oil market is under stress with disruptions at the Strait of Hormuz, but oil continues to flow through Iran's shadow fleet. * Iran’s dark fleet operates as a parallel, opaque system for exporting oil, with vessels often disabling AIS signals. * Iranian exports remain at nearly pre-war levels, estimated at 1.5 to 1.7 million bpd, with significant floating storage at sea. * Iran has activated alternative infrastructure, notably the Jask terminal, providing redundancy and bypassing Hormuz. * The international system tolerates Iran’s shadow fleet due to concerns over market stability, despite the risks involved.
297. https://www.19fortyfive.com/2026/04/strait-of-hormuz-warning-the-u-s-navy-cant-make-the-oil-flow-even-if-it-escorts-tankers-and-destroys-drones-and-missiles/ - * The U.S. Navy has a strong record of defending against drones and missiles at sea but does not guarantee safe passage for vessels through the Strait of Hormuz due to possible attacks by Iran. * The success in the Red Sea has led to questions about whether U.S. warships can protect commercial ships passing through the Strait. * Despite advanced layered drone and missile defence systems, including the integration of the Coyote counter-drone weapon, the promise of protection may not reassure commercial tanker crews. * Iran is known to attack ships unpredictably, aiming to create global economic chaos. * U.S. Navy's technological advancements may reduce threats but do not fully mitigate perceived risks for oil tankers.
298. https://finance.yahoo.com/markets/commodities/articles/crude-prices-fall-long-liquidation-191851971.html - * Crude oil prices declined by 1.33% on Friday amid heavy futures liquidation ahead of US-Iran peace negotiations in Pakistan. * Prices initially increased due to a weaker dollar and Strait of Hormuz blockage, but later fell following reports of the US likely extending Russian oil waivers. * Market sentiment was influenced by hopes for a diplomatic solution, Iran's demand for a ceasefire, and potential US military readiness. * Saudi Arabia reported over 600,000 bpd of crude capacity offline due to drone and missile attacks. * The Strait of Hormuz remains largely closed, with over 800 vessels trapped and more than 1,000 waiting to transit, impacting global oil flows.
299. https://www.business-standard.com/world-news/iran-denies-us-claims-of-two-navy-vessels-crossing-strait-of-hormuz-126041200024_1.html - * Iran's joint military command denied the US claim that two Navy destroyers transited the Strait of Hormuz. * Iran stated that the decision over vessel passage rests with the Iranian armed forces. * The US military claimed the vessels transited the strait ahead of mine-clearing operations. * Iran's state media reported Iran compelled a US ship attempting to cross the strait to turn around. * The Strait of Hormuz is a strategic chokepoint for oil and gas trade, and negotiations involving US and Iran are ongoing in Islamabad.
300. https://angrybearblog.com/2026/04/is-iran-blockage-impacting-global-oil-some-detail - • The Strait of Hormuz remains closed, dominated by Iran with Iranian cargoes accounting for all crude and refined product transits over the past two days. • A Russian-flagged VLCC tanker entered the Persian Gulf via the Strait, likely headed to Iran. • OPEC+ members cut their combined oil output by 8.11 million b/d in March due to the closure of the Strait. • China permitted state refiners to draw up to 1 million b/d from strategic oil reserves. • Japan began releasing part of its strategic petroleum reserves to stabilise domestic supply. • The oil market experienced its largest weekly loss since July 2025, with Brent crude around $96 per barrel.
301. https://newtalk.tw/news/view/2026-04-12/1029311 - * Two US Navy destroyers, USS Frank E. Petersen Jr. and USS Michael Murphy, pass through the Strait of Hormuz to clear water mines. * The operation is the first since the outbreak of conflict between the US and Iran. * US Central Command states the move is part of a broader effort to ensure the safety of navigation through the Strait. * Iran denies the US ships' passage and claims no American vessels crossed the strait. * The action follows recent US and Israeli military strikes on Iran, and a temporary ceasefire starting from April 8 in Pakistan.
302. https://www.moneyweb.co.za/moneyweb-opinion/soapbox/ceasefire-and-oil-prices-ongoing-uncertainty-vs-what-we-know/ - * Middle Eastern conflict has significantly impacted oil prices and shipping routes in the first quarter. * The Strait of Hormuz closure reduced oil transportation from around 20 million barrels per day (mb/d) to 2-3 mb/d, mainly Iranian oil to China. * Oil prices peaked at approximately $120 per barrel before settling around $95, with jet fuel reaching $220 per barrel. * Iran and the US agreed to a two-week ceasefire and re-opened the Strait, but full recovery of shipping and production levels may take weeks or months. * Disruption and limited strategic reserves are expected to support oil prices in the medium term, with a long-term premium for Middle Eastern crude.
303. https://www.livemint.com/news/india/lpg-cylinder-price-on-april-12-check-domestic-and-commercial-gas-rates-in-delhi-bengaluru-mumbai-kolkata-today-11775955845029.html - * The government increased LPG prices in India due to supply disruptions caused by the war in West Asia and the Strait of Hormuz blockade. * Domestic LPG rates remained steady after a previous hike in March; commercial LPG prices increased twice in recent months. * City-wise LPG rates on April 12 are provided for Delhi, Kolkata, Mumbai, Bengaluru, and other cities. * A first Indian-flagged LPG carrier crossed the Strait of Hormuz following a US-Iran ceasefire, marking a significant maritime event. * Global energy prices have risen by up to 50% since the conflict started, impacting import-dependent countries like India.
304. https://tribune.com.pk/story/2602348/iran-denies-us-claim-of-clearing-out-strait-of-hormuz - - US Central Command reported two US guided missile destroyers began clearing mines in the Strait of Hormuz. - Iran denied the US claim that ships have transited through the strait. - US officials suggest Iran cannot find or remove the mines laid in the waterway. - The US destroyers are the first known US ships to transit the strait since the war began over a month ago. - US President Donald Trump indicated the Strait might be open soon, despite ongoing risks and disruptions.
305. https://unn.ua/news/zabezpechuie-palyvom-kliuchovi-voienni-bazy-voroha-na-pivdni-rf-staly-vidomi-detali-pro-urazhenu-stantsiiu-krymska - - The Ukrainian Security Service (SBU) hit the 'Krymska' oil pipeline station in Krasnodar Krai, Russia. - The station supplies fuel to key military bases, including the 'Krymsk' tactical aviation base and the Black Sea Fleet in Novorossiysk. - The attack caused a fire and infrastructure damage. - The operation aims to reduce Russian military logistics and resources. - The incident was confirmed by Ukrainian sources and the Russian General Staff.
306. https://eurasiabusinessnews.com/2026/04/11/the-united-states-has-launched-a-large-mine-clearance-operation-in-the-strait-of-hormuz/ - * The U.S. Central Command announced the start of a mine clearance operation in the Strait of Hormuz, involving guided-missile destroyers and underwater drones.
307. https://www.unian.ua/war/viyna-v-ukrajini-ukrajina-vdarila-po-palivniy-infrastrukturi-rf-13345998.html - * Ukrainian military targeted oil infrastructure, including 'Krymskaya' oil pipeline station in Crimea and 'Gvardijska' oil depot in Crimea. * Operations involved drone strikes by SBU's 'Alpha' special operations centre, causing fires and infrastructure damage. * Undefended ammunition warehouses in Macedonivka, Donetsk, Osipenko, Zaporizhzhia, and strikes on command points in Zaporizhzhia and Kherson regions. * These actions align with Ukraine's broader campaign to disrupt Russian oil assets, including strikes on key ports Ust-Luga and Primorsk. * The attacks aim to reduce Russian military logistics and financial gains from oil exports.
308. https://tribune.com.pk/story/2602292/oil-industry-fears-rs100b-inventory-loss - * The oil industry fears Rs100 billion inventory loss in Pakistan due to recent diesel price cuts. * The diesel price dropped from Rs520 to Rs385 per litre, providing relief but risking systemic shocks. * Industry officials highlight gaps in fuel pricing mechanisms and reliance on credit, exposing systemic vulnerabilities. * The attack on the UAE port of Fujairah by Iran disrupted oil loading, impacting supply. * Experts warn that ignoring systemic weaknesses could lead to supply disruptions and economic instability.
309. https://www.jornaldomingo.co.mz/internacional/olhando-o-mundo/estreito-de-hormuz-a-reemergencia-da-madman-theory-na-politica-externa-dos-eua/?utm_source=rss&utm_medium=rss&utm_campaign=estreito-de-hormuz-a-reemergencia-da-madman-theory-na-politica-externa-dos-eua - * A crise no Estreito de Hormuz representa um episódio de instabilidade estratégica do sistema internacional. * Décorrente de uma escalada retórica e militar entre os EUA, liderados por Donald Trump, e o Irão. * Declarações de Trump ameaçam “aniquilar a civilização persa”, reabrindo debate sobre estratégia de dissuasão. * O estreito é uma rota crucial para o comércio global de petróleo e gás natural liquefeito. * A região tem se tornado espaço de conflito híbrido devido à militarização, ataques a navios e pressão iraniana. * Conflitos na região explicam-se pela teoria da escalada militar, com respostas assimétricas do Irão e interpretações de ameaça por parte dos EUA.
310. https://gcaptain.com/us-military-setting-conditions-to-clear-mines-from-strait-of-hormuz/ - * The US military started setting conditions for mine clearing in the Strait of Hormuz. * Two US warships, USS Frank Peterson and USS Michael Murphy, transited the strait. * The mission aims to establish a safe passage and facilitate the free flow of commerce. * US President Trump announced the start of mine clearance, claiming Iran’s minelaying ships have been sunk. * The Strait's closure has disrupted global oil supplies amid ongoing US-Iran tensions.
311. https://www.deccanchronicle.com/world/unsettled-and-uncertain-what-the-iran-war-means-around-the-world-as-us-and-iran-enter-talks-1949917 - * The US and Iran are beginning face-to-face talks in Pakistan amid ongoing conflict in the Middle East, affecting regional stability. * Israel's military goals against Iran remain partially unmet, with Israel's Prime Minister Netanyahu facing elections. * Iran's military strength has been reduced, but it gains strategic leverage through threats in the Strait of Hormuz. * Gulf Arab states are impacted by Iran's actions, disrupting oil shipments and regional security. * Lebanon faces ongoing conflict with Israel and Hezbollah, with uncertain prospects for ceasefire and disarmament. * NATO relations are strained due to differing member responses over Iran and military support. * The US economy suffers from rising energy prices, inflation, and market instability tied to the conflict.
312. https://www.jornaldomingo.co.mz/internacional/olhando-o-mundo/estreito-de-hormuz-a-reemergencia-da-madman-theory-na-politica-externa-dos-eua/?utm_source=rss&utm_medium=rss&utm_campaign=estreito-de-hormuz-a-reemergencia-da-madman-theory-na-politica-externa-dos-eua - * A crise no Estreito de Hormuz constitui uma instabilidade estratégica no sistema internacional contemporâneo.* Trump ameaçou aniquilar a civilização persa, reabrindo o debate sobre estratégia de coerção máxima e a 'madman theory'.* A região é um ponto de estrangulamento energético, com impacto na segurança marítima e mercados de energia.* A escalada militar e o conflito híbrido têm resultado na militarização crescente do Golfo Pérsico e ataques a navios.* O comportamento iraniano e as respostas dos EUA exemplificam o dilema de segurança clássico na região.
313. https://lavocedinewyork.com/en/news/2026/04/11/italy-probes-sabotage-near-key-oil-pipeline-to-central-europe/ - * Italian prosecutors investigate sabotage of electricity pylon in Carnia, Italy, on March 25. * The sabotage caused power disruption and affected the nearby Transalpine Pipeline, which transports crude oil from Trieste to Austria, Germany, and the Czech Republic. * The incident led to slowdown in oil flow and refinery drawdowns, with unusual tanker activity in the Gulf of Trieste. * Investigations ruled out cyberattack; the act was described as deliberate and physical. * Italian and German authorities are involved, with no claim of responsibility received.
314. https://www.abc.net.au/news/2026-04-12/gulf-states-paying-the-price-for-a-war-they-didn-t-start/106491586 - * Iran has launched missile and drone strikes against Gulf countries, including Bahrain, Kuwait, Saudi Arabia, the UAE, and Qatar.* * Attacks have targeted military assets and energy infrastructure, notably oil and gas facilities.* * The conflict has caused disruption to daily life, damage to infrastructure, and economic impacts.* * Gulf states have responded with military defences and diplomatic efforts for a ceasefire.* * Analysts warn Iran's regime may become more violent and unpredictable post-conflict.*
315. https://www.aol.com/finance/oil-back-above-110-expletive-010934484.html - * Oil prices experienced choppy trading following US President Donald Trump's threat to attack Iran's infrastructure unless ships can cross the Strait of Hormuz. * Trump threatened to destroy power plants and bridges if Iran does not allow free passage of ships. * Oil prices rose above $110 a barrel after the threat and remain volatile amid ongoing US-Iran tensions. * Disruptions to Middle Eastern oil shipments have pushed up global energy prices and inflation concerns. * Opec+ agreed to a small increase in crude output in May, but production increases are limited due to conflict. * Trump made strongly-worded statements demanding free passage and threatened military action; Iran rejected ceasefire terms and warned of escalations.
316. https://www.aol.com/finance/oil-back-above-110-expletive-010934484.html - * Oil prices experienced choppy trading following US President Donald Trump's threats to attack Iranian infrastructure unless ships can cross the Strait of Hormuz. * Trump repeated threats of attacking power plants and bridges if no deal is reached by late Tuesday. * Disruption in shipping and attacks on oil facilities in the Gulf have increased oil prices and global inflation concerns. * Opec+ agreed to a small increase in crude output, but several members cannot increase production due to conflict. * Trump issued strong language on social media, warning Iran and threatening to take control of oil supplies.
317. https://www.business-standard.com/world-news/us-navy-ships-transit-hormuz-as-mine-clearing-efforts-begin-in-strait-126041100962_1.html - * Two US Navy destroyers transited the Strait of Hormuz and operated in the Arabian Gulf, initiating a mine clearing operation, with more forces including underwater drones to join. * The operation aims to establish a safe passage for the maritime industry amidst Iran’s control and attacks since the war began in February. * US ships crossed the strait without coordination with Iran; some were forced to turn back after threats from Iran’s IRGC, with UAV launches reported. * The incident occurred during ongoing US-Iran negotiations in Islamabad, with Pakistan mediating peace talks amid a ceasefire.
318. https://www.business-standard.com/world-news/us-navy-ships-transit-hormuz-as-mine-clearing-efforts-begin-in-strait-126041100962_1.html - * Two US Navy destroyers transited the Strait of Hormuz, beginning mine-clearing operations, operated in the Arabian Gulf. * The US aims to establish a safe passage for maritime commerce amid Iranian control and threats. * US vessels crossed Iran-controlled waters, encountering threats from Iran’s Revolutionary Guard, which launched a UAV. * The incident occurred during ongoing US-Iran peace negotiations in Islamabad. * Iran has previously attacked ships and laid mines to deter transit through the strait.
319. https://www.indiatoday.in/world/story/hormuz-standoff-dominates-us-iran-talks-in-pakistan-as-fragile-ceasefire-hangs-in-the-balance-2894949-2026-04-12?utm_source=rss - * Negotiations between the US and Iran in Islamabad focus on control of the Strait of Hormuz, impacting global oil supply. * Iran has restricted access to the strait, disrupting energy flows and raising oil prices. * US seeks reopening of the strait and emphasises freedom of navigation; Iran demands assets and regional ceasefire. * US and Iran hold their first high-level talks in over a decade, with Pakistan acting as mediator. * Tensions include conflicting claims of US naval operations and Iran’s protestations; regional tensions with Israel complicate progress. * The standoff over Hormuz affects both regional stability and global oil markets.
320. https://www.indiatoday.in/world/story/us-says-its-forces-have-begun-mine-clearance-mission-in-strait-of-hormuz-2894917-2026-04-11?utm_source=rss - * The US Navy started mine-clearing operations in the Strait of Hormuz with two destroyers passing through the waterway. * Operations include deploying underwater drones to support clearance efforts. * The US aims to establish a safe passage for maritime trade, supporting regional and global economic interests. * The operation coincides with Pakistan-mediated talks between Iran and the US to end the Iran-US conflict. * US President Donald Trump claimed all Iranian minelaying ships have been sunk, asserting the Strait's security. * The Strait of Hormuz is a critical energy route, with disruption affecting global energy markets.
321. https://www.indiatoday.in/world/story/us-says-its-forces-have-begun-mine-clearance-mission-in-strait-of-hormuz-2894917-2026-04-11?utm_source=rss - * US military starts mine-clearing operations in the Strait of Hormuz, with two US destroyers passing through. * Operations involve removing mines laid by Iran’s Islamic Revolutionary Guards Corps. * US Central Command (CENTCOM) states this aims to ensure free maritime passage. * Additional resources, including underwater drones, will support clearance. * US President Donald Trump claims Iran's ships have been sunk and that the Strait has been cleared. * The Strait of Hormuz is a vital global trade route disrupted by ongoing conflict.
322. https://fortune.com/2026/04/11/navy-strait-of-hormuz-blockade-us-military-iran-war-mine-clearing/ - * U.S. Navy ships navigated through the Strait of Hormuz in manoeuvres uncoordinated with Iran, marking the first since the start of the war six weeks ago. * The ships transited into the Persian Gulf, then returned; efforts focused on clearing mines and establishing a safe pathway. * Iran declared the move a ceasefire violation; U.S. destroyers reportedly turned back after Iran’s Islamic Revolutionary Guard Corps launched a drone. * President Trump announced the process of clearing the Strait of Hormuz, amidst continued hostilities. * The U.S. military is sending additional combat power, including a third aircraft carrier, Marines, and cruise missiles, to the region. * Experts suggest preparations for a second round of conflict; focus on degrading Iran's ability to disrupt shipping is ongoing. * Iran continues to threaten ships with missiles and drones, maintaining control over the strait, which affects global oil exports.
323. https://www.timesofisrael.com/us-says-navy-destroyers-working-to-de-mine-strait-of-hormuz/ - * The US military started a mine-clearing mission in the Strait of Hormuz, with two US Navy destroyers passing through the waterway. * US Central Command announced that the operation involves removing sea mines previously laid by Iran’s Islamic Revolutionary Guards Corps. * Additional US forces, including underwater drones, will join the effort in the coming days. * US President Donald Trump claimed all of Iran’s mine-laying ships had been sunk, a statement rejected by Iran and Pakistan. * The operation aims to ensure free navigation amid disrupted shipping and global energy markets.
324. https://www.marinelog.com/legal/safety-and-security/as-centcom-moves-to-open-up-hormuz-tankers-surge-to-u-s-gulf/?utm_source=rss&utm_medium=rss&utm_campaign=as-centcom-moves-to-open-up-hormuz-tankers-surge-to-u-s-gulf - * U.S. Central Command (CENTCOM) announced the beginning of sea mine clearance operations in the Strait of Hormuz on April 11, involving two Navy destroyers.* * The operations aim to establish a safe passage for maritime commerce.* * Meanwhile, 172 crude oil tankers are heading to or already at the U.S. Gulf Coast, due to ongoing Middle East conflicts disrupting global supply chains.* * Windward AI reports a 46% increase in tankers arriving through the Northern Corridor and a 132% increase through the Southern Corridor.* * The surge indicates supply rebalancing in response to regional conflict impacts on trade flows.
325. https://www.marinelog.com/legal/safety-and-security/as-centcom-moves-to-open-up-hormuz-tankers-surge-to-u-s-gulf/?utm_source=rss&utm_medium=rss&utm_campaign=as-centcom-moves-to-open-up-hormuz-tankers-surge-to-u-s-gulf - • CENTCOM begins setting conditions for clearing mines in the Strait of Hormuz on April 11. • U.S. Navy guided-missile destroyers operate in the Arabian Gulf as part of the clearance effort. • CENTCOM plans to establish a safe maritime pathway to encourage free trade. • Windward AI reports 172 crude oil tankers heading to the U.S. Gulf Coast amid regional disruptions. • The surge of tankers signals a shift in trade flows due to Middle East conflicts, with increases in arrivals via Northern and Southern Corridors.
326. https://www.aol.com/articles/red-lights-flashing-scarcity-oil-040155580.html - * The war in the Middle East has caused the biggest oil supply disruption on record, sidelining 12 to 15 million barrels daily. * Market signals like backwardation and rising Brent prices indicate supply risks. * Saudi Arabia is charging record premiums for crude deliveries. * US gasoline, jet fuel, and transport costs are increasing, with airlines reducing capacity. * Countries and regions are imposing export restrictions and fuel rationing to manage shortages.
327. https://makkahnewspaper.com/article/1630446/%D8%A7%D9%84%D8%A3%D9%88%D9%84%D9%89/%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%AA%D9%88%D9%82%D9%81-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D9%8A%D8%A7%D8%AA-%D8%A7%D9%84%D8%AA%D8%B4%D8%BA%D9%8A%D9%84%D9%8A%D8%A9-%D9%81%D9%8A-%D8%B9%D8%AF%D8%AF-%D9%85%D9%86-%D9%85%D9%86%D8%B4%D8%A2%D8%AA-%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%A8%D8%A7%D9%84%D9%85%D9%85%D9%84%D9%83%D8%A9 - * The Saudi Ministry of Energy announced recent targeted attacks on energy facilities, including oil and gas production, transportation, and refining facilities in Riyadh, Eastern Province, and Yanbu. * Attacks resulted in the death of one security personnel and injuries to seven others. * Disruptions included loss of 700,000 barrels per day from an eastern-west pipeline and a total reduction of 600,000 barrels per day from two major oil production plants. * Refineries and processing facilities in Jubail, Ras Tannurah, and Yanbu were affected, impacting export of refined products. * Continued attacks threaten global oil supply, market stability, and the global economy amid depleted inventories.
328. https://www.eldiario.ec/mundo/buques-de-guerra-de-estados-unidos-cruzaron-el-estrecho-de-ormuz-en-una-mision-de-desminado-11042026/ - * US Navy ships crossed the Strait of Hormuz in a demining operation on 11 April. * The operation aimed to guarantee safe navigation and clear mines in the strategic waterway. * The US Navy deployed missile destroyers USS Frank E. Peterson and USS Michael Murphy. * US military officials announced the start of a new maritime passage and shared plans for safe navigation. * The operation coincides with diplomatic talks between Iran and the US in Pakistan, amid Iranian warnings about navigation risks.
329. https://tass.com/world/2115411 - * Several US Navy ships crossed the Strait of Hormuz without Iran's approval on Saturday, according to US officials. * This was the first uncoordinated passage since the outbreak of the conflict between the US, Israel, and Iran. * The conflict began with US and Israeli strikes on Iran, followed by Iranian retaliations and attacks on US-aligned ships. * Iran had previously closed the Strait to US and allied ships but permitted passage to friendly nations such as Russia, India, Iraq, China, and Pakistan.
330. https://www.aol.com/articles/red-lights-flashing-scarcity-oil-040155580.html - * The war in the Middle East has disrupted an estimated 12-15 million barrels of crude oil per day, causing supply shocks and rising prices. * Spot prices of physical oil and futures contracts are signalling scarcity, with Brent reaching $141.26 last week. * Saudi Arabia is charging record premiums for its crude; US consumers are estimated to be paying an added $830 million daily. * Jet fuel shortages are causing airlines to cancel flights and raise prices; fuel restrictions are being implemented in some countries. * Countries are restricting exports and rationing fuel, affecting supply chains and economies worldwide.
331. https://fortune.com/2026/04/11/iran-war-us-warships-strait-of-hormuz-transit-irgc-ceasefir-talks/ - * U.S. Navy destroyers crossed the Strait of Hormuz, turning on their AIS transponders, signalling a challenge to Iran’s control. * The ships' transit coincided with Iran’s threats and a recorded IRGC warning, leading to the destroyers turning around. * The U.S. aims to establish a new, safe passage for maritime trade through the strait, which is a key energy corridor. * The event occurs amid ongoing ceasefire talks between the U.S. and Iran in Pakistan. * Additional U.S. military assets, including aircraft carriers and troops, are being deployed to the region.
332. https://focus.ua/world/750428-ih-tam-desyatki-tenevye-tankery-rossii-zastryali-v-finskom-zalive-iz-za-atak-ukrainy - * Ukrainian forces bombed Ust-Luga and Primorsk ports on 7 April, disrupting Russian oil exports. * Ports are unable to handle tankers, leading to a buildup of "shadow" Russian tankers in the Baltic Sea. * The number of ships awaiting at ports and anchoring in the Baltic and Finnish Gulf is increasing. * Experts highlight environmental risks from potential oil spills if tankers are damaged. * Estonia and Finland face environmental consequences if oil leaks occur; both countries monitor the situation. * Ports remain non-operational, and ships are unable to dock or unload, causing delays in Russian oil exports.
333. https://www.enr.com/articles/62818-strikes-damage-key-saudi-pipeline-in-latest-blow-to-regions-energy-infrastructure - * Saudi Arabia confirmed attacks on the East-West oil pipeline and upstream production facilities, causing significant oil output loss. * The pipeline, Petroline, runs from eastern oilfields to Yanbu on the Red Sea, with upgraded capacity of 7 million barrels per day. * The attacks occurred shortly after a ceasefire between the U.S. and Iran, amidst ongoing regional tensions and previous attacks on Saudi energy facilities. * Disruption could impact global oil prices, with Iran demanding tolls for passage through the Strait of Hormuz. * Regional attacks include drone and missile strikes on facilities like Ras Tanura, Jubail, Shaybah, and Yanbu, linked to Iran.
334. https://www.enr.com/articles/62818-strikes-damage-key-saudi-pipeline-in-latest-blow-to-regions-energy-infrastructure - * Saudi Arabia’s East-West oil pipeline, Petroline, was attacked, damaging a pumping station on April 8 and reducing throughput by approximately 700,000 barrels per day. * Attacks also impacted production at Manifa and Khurais fields, cutting output by 600,000 barrels per day. * The pipeline was built during the Iran-Iraq War to avoid Persian Gulf shipping routes. * Damage occurred amid ongoing regional conflicts involving Iran and attacks on other Saudi energy facilities. * Disruption to Petroline could impact global oil prices and supply, especially as Iran demands tolls for passing through the Strait of Hormuz.
335. https://newscats.org/oil-shock-in-the-desert-iran-linked-attacks-slash-saudi-output-rattle-global-markets - * Iran-backed attacks in Saudi Arabia target critical oil facilities, reducing oil production by roughly 600,000 barrels per day and cutting pipeline throughput by 700,000 barrels per day. * Key infrastructure — including major oilfields, refineries, and the East-West Pipeline — was struck, causing operational halts and casualties. * The attacks increase global oil market volatility, threaten supply chains, and raise risks of significant price hikes. * The pattern of attacks signals a strategic use of energy infrastructure as a battlefield amidst the 2026 Iran conflict. * On the ground, impacts include disrupted jobs, economic instability, and heightened safety fears among local communities.
336. https://newscats.org/oil-shock-in-the-desert-iran-linked-attacks-slash-saudi-output-rattle-global-markets - * Iran-linked attacks have targeted Saudi Arabia’s critical oil and gas infrastructure, reducing production by approximately 600,000 barrels per day and pipeline throughput by about 700,000 barrels per day. * Facilities affected include major oilfields (Manifa, Khurais), refineries (Jubail, Yanbu, Ras Tanura), and the East-West Pipeline. * Attacks have increased regional instability and disrupted global energy supply, leading to volatile oil prices. * The attacks are part of a broader regional conflict involving Iran and Saudi Arabia with significant consequences for global energy markets. * On the ground, the attacks have caused job disruptions, safety fears, and economic strain in local communities.
337. https://newscats.org/only-approved-ships-allowed-through-strait-of-hormuz-as-tankers-stack-up-in-one-of-worlds-most-critical-waterways - * Iran has expanded control over transit in the Strait of Hormuz, limiting passage to 'non-hostile' vessels.* * Commercial tankers are accumulating offshore due to restricted access, delays, and rerouting.* * Shipping traffic has reduced significantly, with vessels waiting outside the waterway.* * Insurance premiums for ships in the region have increased due to heightened risk.* * Global energy markets are warning of potential supply disruptions and increased volatility.*
338. https://www.koreatimes.co.kr/world/20260412/us-says-warships-transit-strait-of-hormuz-in-mine-clearance-op?utm_source=rss - * Two US Navy warships, USS Frank E. Peterson and USS Michael Murphy, transited the Strait of Hormuz to clear Iranian-laid mines. * The operation marks the first such transit since the US-Israeli conflict with Iran began. * US Central Command announced the start of establishing a safe passage for maritime trade through the strait. * Iran rejected US claims of vessel entry and threatened to deal severely with military vessels attempting passage. * President Trump described the operation as a 'favor' to other nations and reaffirmed Iran's mines still pose a threat.
339. https://www.koreatimes.co.kr/world/20260412/us-says-warships-transit-strait-of-hormuz-in-mine-clearance-op?utm_source=rss - * Two US Navy warships, USS Frank E. Peterson and USS Michael Murphy, transited the Strait of Hormuz to clear mines, according to US Central Command. * Iran denied US claims of vessel entry, stating passage is only granted to civilian vessels under specific conditions. * Tehran has threatened to deal "severely" with military vessels passing through the strait. * President Trump announced the start of "clearing out" the strait to facilitate free trade, while acknowledging ongoing Iranian mine threats. * The operation is part of broader tensions involving Iran, the US, and Israel, and follows recent US and Israeli bombing of Iran.
340. https://wset.com/news/nation-world/us-begins-mine-clearance-operations-in-strait-of-hormuz-centcom-military-troops-war-conflict-airstrikes-bombings-peace-talks-deal-negotiations-oil-gas-gasoline-united-states-iran-israel-nuclear-program-weapons-jd-vance-donald-trump - * The US started sea mine clearance in the Strait of Hormuz to restore safe maritime traffic. * Operations involve USS Frank E. Peterson, USS Michael Murphy, and underwater drones. * The effort aims to reopen a key transit route for global oil shipments. * President Trump announced the clearance to international partners, including China and Japan. * The move follows Iran's decision to close the strait, affecting global energy markets and trade.
341. https://unn.ua/en/news/first-supertankers-passed-through-the-strait-of-hormuz-after-the-truce-between-the-us-and-iran - * Three very large crude carriers (VLCCs) passed through the Strait of Hormuz after a truce between the US and Iran. * The ships passed through a trial anchorage following peace talks in Pakistan and regional de-escalation. * The vessels are capable of carrying up to two million barrels of oil each. * The Serifos tanker, carrying crude from Saudi Arabia and UAE, headed to Malaysia. * The other two tankers carried Iraqi and Saudi oil, chartered by China's Sinopec. * US announced the start of a mine clearance operation in the Strait of Hormuz.
342. https://wset.com/news/nation-world/us-begins-mine-clearance-operations-in-strait-of-hormuz-centcom-military-troops-war-conflict-airstrikes-bombings-peace-talks-deal-negotiations-oil-gas-gasoline-united-states-iran-israel-nuclear-program-weapons-jd-vance-donald-trump - * The U.S. started sea mine clearance operations in the Strait of Hormuz to restore maritime safety, involving Navy destroyers and underwater drones. * Operations follow concerns over laid mines, with the goal to establish a safe passage for maritime traffic. * US President Donald Trump announced the clearance efforts and described efforts to facilitate global energy trade. * Iran's closure of the Strait has disrupted global oil shipments, increasing energy prices; only a few ships transit now. * Vice President JD Vance visited Pakistan for peace talks with Iran.
343. https://oilprice.com/Energy/Crude-Oil/How-Irans-Dark-Fleet-Is-Quietly-Keeping-Oil-Markets-Afloat.html - * Iran's 'dark fleet' continues to operate as a shadow logistics system, maintaining oil exports despite international sanctions and regional disruptions. * The system involves opaque ownership, disabling AIS signals, and ship-to-ship transfers, with vessels often going dark during voyages. * Iran's exports are estimated at 1.5 to 1.7 million barrels per day, with a floating storage of up to 140 million barrels. * Iran has activated alternative infrastructure such as the Jask terminal to bypass the Strait of Hormuz. * The current geopolitical environment creates a bifurcated global oil system with a transparent, regulated layer, and an opaque, politically mediated layer.
344. https://timeskuwait.com/kuwait-condemns-recent-iran-drone-attacks-warns-of-threat-to-regional-stability/ - * Kuwait strongly condemns recent Iran drone attacks targeting its facilities. * The attacks are described as violations of sovereignty and international law. * Kuwait warns that attacks undermine diplomatic efforts, including US-Iran ceasefire. * Kuwait also condemns attacks on energy facilities in Saudi Arabia. * Both countries emphasise the risks posed to regional stability and call for hostilities to cease.
345. https://www.voiceofemirates.com/en/news/2026/04/12/nyt-iran-insists-on-closing-hormuz-until-final-peace-agreement/ - * Iran refuses to reopen Hormuz Strait until a comprehensive peace deal with the US is finalised, impacting global energy supply. * Negotiations involve Tehran and Washington, with Iran linking navigation to peace negotiations and US demanding unconditional navigation rights. * The closure reflects tensions over regional security, nuclear programme, and maritime security. * International fears grow over disruption to trade and rising fuel prices due to the ongoing conflict. * The situation remains unresolved amid diplomatic efforts and regional security concerns.
346. https://www.19fortyfive.com/2026/04/strait-of-hormuz-warning-the-u-s-navy-cant-make-the-oil-flow-even-if-it-escorts-tankers-and-destroys-drones-and-missiles/ - * The U.S. Navy has a strong record defending against drones and missiles at sea, particularly in the Red Sea, but faces challenges in the Strait of Hormuz. * Commercial oil tankers remain hesitant to transit the Strait due to potential Iranian attacks, despite U.S. Navy defence measures. * Advanced layered drone and missile defence systems have been developed, including the integration of the Coyote counter-drone weapon. * The effectiveness of U.S. protection is recognised, but fears of attack and the risks involved prevent full transit at this time. * Iran's attacks on commercial vessels appear aimed at creating global instability and chaos.
347. https://www.myjoyonline.com/nearly-400-sentenced-in-nigeria-for-links-to-militant-islamists/ - * Nearly 400 people in Nigeria received sentences for links to Boko Haram and ISWAP, following mass trials. * Trials involved over 500 suspects mainly in Abuja, with convictions, acquittals, discharges, and case adjournments. * The Nigerian government conducted the trials amid rising insecurity from various armed groups. * The US issued a travel advisory due to the deteriorating security situation; US conducted airstrikes in Sokoto State targeting militants. * Boko Haram has caused significant violence since 2009, with thousands killed and millions displaced.
348. https://ca.investing.com/news/economy-news/hormuz-naval-standoff-shadows-jd-vances-longshot-peace-talks-in-islamabad-4560261 - * A naval confrontation occurred in the Strait of Hormuz as US Navy sent destroyers through the waterway, challenging Iran’s control. * The incident coincided with high-level US-Iran talks in Pakistan, focused on reopening the waterway. * The talks included US Vice President JD Vance and Iranian officials, lasting several hours with no immediate breakthrough. * Negotiations hinge on Iran’s sanctions relief and safe passage in the Strait, amid ongoing tensions over nuclear and missile issues. * The situation involves strategic regional security concerns and energy market implications.
349. https://www.voiceofemirates.com/en/news/2026/04/12/nyt-iran-insists-on-closing-hormuz-until-final-peace-agreement/ - * Iran links the reopening of Hormuz Strait to reaching a final and comprehensive peace deal with the US. * Iran's stance reflects a gap between Tehran and Washington, causing international security concerns. * Negotiations are ongoing with both sides refusing to compromise on navigation rights. * US demands for corridor management were rejected by Iran, citing sovereignty issues. * The blockage of Hormuz Strait threatens global energy supply and raises fuel prices. * The tension impacts regional security and maritime stability in the Middle East. * International mediators seek to prevent military conflict amid diplomatic deadlock.
350. https://angrybearblog.com/2026/04/is-iran-blockage-impacting-global-oil-some-detail - * The Strait of Hormuz remains closed with Iranian control, affecting oil transit. * A Russian tanker entered the Persian Gulf through the Strait, potentially heading to Iran. * OPEC+ reduced output by 8.11 million b/d in March due to Strait closures. * China and Japan released strategic petroleum reserves to stabilise domestic supplies. * Middle East conflicts, including strikes in Saudi Arabia and escalations in Lebanon, impact oil prices and stability. * Oil prices declined, recording the largest weekly drop since July 2025. * Iranian control of the Strait and ongoing Middle East conflicts are central to the current oil supply tensions.
351. https://www.moneyweb.co.za/moneyweb-opinion/soapbox/ceasefire-and-oil-prices-ongoing-uncertainty-vs-what-we-know/ - * Middle Eastern events significantly impacted oil prices in Q1, with a major disruption of the Strait of Hormuz. * Approximately 10 million barrels per day of oil production was shut in, affecting supply and prices. * Oil prices peaked around $120 per barrel; Singapore jet fuel reached $220 per barrel during the crisis. * Iran and the US agreed to a two-week ceasefire and the re-opening of the Strait, though full recovery of shipping and production is uncertain. * Long-term effects include vulnerabilities in energy supply and increased strategic reserves, supporting medium-term oil prices. * The oil market remains sensitive to geopolitical developments and potential easing of sanctions on Iran.
352. https://ca.investing.com/news/economy-news/hormuz-naval-standoff-shadows-jd-vances-longshot-peace-talks-in-islamabad-4560261 - * A naval confrontation occurred in the Strait of Hormuz involving the US Navy and Iran. * The incident took place amid ongoing negotiations in Islamabad between US and Iranian officials. * US vessels challenged Iran’s control, escalating tensions affecting global energy security. * Talks include Iran’s sanctions relief, asset release, and reopening of the waterway. * No immediate breakthrough, but discussions focus on free passage and nuclear sanctions relief.
353. https://angrybearblog.com/2026/04/is-iran-blockage-impacting-global-oil-some-detail - * Oil market experiences largest weekly drop since 2025 amid continuing Middle East disruptions. * Despite hopes for Strait of Hormuz reopening, Iranian cargoes dominate transit through the waterway. * Russian tanker passes through Strait, likely heading to Iran, amid ongoing blockade. * OPEC+ reduces crude output by 8.11 million b/d due to the Strait’s closure. * China and Japan tap into strategic oil reserves to support domestic supply. * Ongoing tensions and strikes in Middle East persist, impacting oil supply and prices.
354. https://www.theguardian.com/world/live/2026/apr/12/middle-east-crisis-live-us-iran-pakistan-peace-talks-jd-vance-delegation-leaves-without-a-deal - * US vice-president JD Vance announced the US team was leaving Pakistan without a deal after 21 hours of talks. * Negotiations involved Iran and the US, with disagreements over nuclear commitments. * Iranian officials cited US unreasonable demands as the reason for the failure. * The talks pertained to regional tensions and the strait of Hormuz, a strategic oil chokepoint. * The breakdown of negotiations affects international efforts to manage Middle East stability and oil supply routes.
355. https://tribune.com.pk/story/2602348/iran-denies-us-claim-of-clearing-out-strait-of-hormuz - * US Central Command reported that two US Navy destroyers began clearing mines in the Strait of Hormuz. * Iran's military denied the US claim, stating it has not transited the strait. * Iran laid mines after declaring war on the US and Israel, using explosives throughout the waterway. * US officials said Iran lacks capacity to fully demine the strait and that mines may be poorly marked or drifted. * The US aims to establish a safe passage for maritime trade, with the Strait a critical energy chokepoint for global oil and gas shipments.
356. https://www.breakingnews.ie/world/us-and-iranian-officials-begin-face-to-face-talks-in-pakistan-1885608.html - - The US and Iran began direct negotiations in Islamabad following a recent ceasefire and ongoing war in the Middle East. - The talks involve US Vice President JD Vance and Iran's Parliament Speaker Mohammad Bagher Qalibaf, with Pakistan facilitating. - Key issues discussed include regional ceasefire, US-Iran tensions, control of the Strait of Hormuz, and Iranian demands for sanctions removal. - The war has resulted in over 3,000 deaths in Iran, 2,020 in Lebanon, and damage to infrastructure across the Middle East. - Iran’s blockade of the Strait of Hormuz impacts global oil supply, raising prices, with only a limited number of ships passing through amid tensions.
357. https://dailycaller.com/2026/04/11/opinion-lng-will-play-major-role-in-trumps-energy-fortress-america-david-blackmon/ - • Qatar's LNG export capacity is reduced due to missile attacks on Ras Laffan, affecting global supply. • QatarEnergy declared force majeure; partial restart possible but uncertain due to supply chain issues and Strait of Hormuz tensions. • The disruption creates opportunities for U.S. LNG exporters, especially in Asia, with increased demand and export volumes. • Venture Global and other U.S. facilities received approvals to increase exports; additional Texas projects are poised to expand. • The situation strengthens arguments for US as an 'Energy Fortress' with greater LNG export capacity.
358. https://www.thearabianstories.com/2026/04/11/trump-claims-us-move-to-clear-hormuz-mines/ - ["* Donald Trump states on Truth Social that the US has started clearing sea mines in the Strait of Hormuz, Iran's only remaining threat.", '* The action is described as a service to global economies including China, Japan, South Korea, France, and Germany.', '* Trump criticises these countries for lacking the courage or will to undertake the operation themselves.']
359. https://www.chosun.com/english/market-money-en/2026/04/12/ZIEDVD2JSZHV5POU5XKUURYBVA/ - * The New York Fed published a report stating that the effectiveness of rate cuts has diminished compared to past decades. * The report discussed structural changes in investment, automation, and the rising share of intangible assets. * Federal Reserve policy may require larger rate cuts to stimulate income, but aggressive cuts risk reaching the effective lower bound. * President Trump continued to push for lower interest rates amid the Iran war, while markets consider the likelihood of rate reductions by the Fed. * The report highlights potential declining impact of monetary policy in a more open and service-oriented economy.
360. https://www.aol.com/asia-stocks-subdued-european-trade-fears-flare-trump-005918105--finance.html - * The U.S. dollar weakened and long-term Treasury yields rose following comments by President Donald Trump about Fed interest rate hikes and currency manipulation. * The dollar index fell 0.77 percent, and the euro increased 0.74 percent against the dollar. * Long-end U.S. Treasury yields saw the largest one-day jump since May, with the 10-year yield at 2.8968 percent. * Stock markets in the US and Europe mostly declined amid trade tensions and tariffs threats, with some support from strong corporate earnings. * Oil prices rose due to a weakening dollar and lower export expectations from Saudi Arabia, but still faced weekly declines amid trade concerns.
361. https://www.philstar.com/headlines/2026/04/12/2520399/over-300000-diesel-barrels-arrive-philippines - * The Philippines received 329,000 barrels of diesel from Malaysia, announced by Energy Secretary Sharon Garin via Facebook. * The shipment is part of over 1.5 million barrels expected to arrive from various sources outside the Middle East. * The government aims to secure up to two million barrels to prevent potential shortages amid geopolitical tensions. * The country’s current fuel inventory covers approximately 50 days. * Diesel prices may see a significant rollback next week due to supply improvements.
362. https://pakobserver.net/head-of-imf-says-iran-war-will-permanently-scar-global-economy-even-if-peace-is-reached/ - * The IMF chief Kristalina Georgieva states the Iran war will have lasting effects on the global economy, even if peace is achieved. * The conflict has led to a downgrade in the IMF's global growth forecast for 2026 from 3.2% to possibly lower. * The rising oil prices and disrupted energy supplies threaten fuel and economic activity worldwide. * The IMF highlights increased risks for net oil-importing nations, poorer countries, and small-island nations. * The article discusses potential disruptions in shipping through the Strait of Hormuz and oil production recovery challenges.
363. https://newscats.org/oil-shock-in-the-desert-iran-linked-attacks-slash-saudi-output-rattle-global-markets - * Saudi Arabia reports that Iranian-linked attacks have disrupted key oil and gas facilities, reducing oil production capacity by approximately 600,000 barrels per day and pipeline throughput by about 700,000 barrels per day. * Attacks targeted major oilfields, refineries, gas processing plants, and the East-West Pipeline, impacting supply and export routes. * The incidents have contributed to increased volatility in global oil prices amid ongoing regional conflict. * The article discusses regional escalation, strategic targeting of energy infrastructure, and potential implications for global oil supply and prices. * Local communities and workers face economic hardship, safety concerns, and operational disruptions amidst ongoing tensions.
364. https://punchng.com/nnpc-revenue-hits-n2-68tn-amid-production-decline/?utm_source=rss.punchng.com&utm_medium=web - * The Nigerian National Petroleum Company Limited announced a revenue of N2.68tn in February 2026, up from N2.57tn in January. * Crude oil and condensate production declined to 1.51 mbpd from 1.64 mbpd due to operational disruptions including pipeline outages. * Crude output stood at 1.27 mbpd, with condensate at 0.24 mbpd; gas production remained high at 7,458 mmscf/d. * Fuel availability at NNPC Retail stations dropped to 58 per cent, raising supply concern. * Progress was made on key gas pipeline projects, with the Ajaokuta-Kaduna-Kano pipeline at 93 per cent and the Obiafu-Obrikom-Oben pipeline at 96 per cent completion.
365. https://www.mql5.com/en/blogs/post/768863 - ['* Eurozone inflation data (CPI & HICP) will be released on April 14, 2026, and could influence ECB policy and EUR/USD movements.', '* US Producer Price Index (PPI) and Core PPI data are scheduled for April 14, 2026, providing signals on Fed policy and USD strength.', '* Australia’s employment change and unemployment rate will be announced on April 16, 2026, affecting AUD and risk sentiment.', '* UK GDP figures for April 16, 2026, may impact GBP volatility amid ongoing BoE policy considerations.', '* US initial jobless claims and Philadelphia Fed Manufacturing Index will be released on April 16, 2026, influencing USD and regional manufacturing outlooks.']
366. https://newscats.org/only-approved-ships-allowed-through-strait-of-hormuz-as-tankers-stack-up-in-one-of-worlds-most-critical-waterways - * Iran has expanded control over transit, permitting only 'approved' or 'non-hostile' vessels to pass through the Strait of Hormuz. * Vessel movement has dramatically slowed, with tankers stacking outside the waterway, waiting for clearance. * Shipping costs and insurance premiums are rising due to increased risks and delays. * The situation raises concerns over global energy supply and market stability. * Industry reports highlight growing operational challenges, port congestion, and heightened risk perceptions.
367. https://www.enr.com/articles/62818-strikes-damage-key-saudi-pipeline-in-latest-blow-to-regions-energy-infrastructure - * Saudi Arabia's East-West oil pipeline (Petroline) was attacked on April 8, damaging a pumping station and causing a loss of approximately 700,000 barrels per day.* * Attacks on upstream facilities at Manifa and Khurais reduced output by 600,000 barrels per day.* * Petroline, upgraded to transport 7 million barrels per day, was built during the Iran-Iraq War to ensure oil exports from eastern Saudi Arabia.* * Disruption to Petroline could impact global oil prices, as Saudi Arabia has increased throughput to mitigate Strait of Hormuz blockades.* * Multiple Saudi energy facilities were targeted since February, including the Ras Tanura refinery, Jubail Petrochemical Complex, Shaybah oil field, and Yanbu refinery, with some damage caused by Iranian drones and missiles.*
368. https://tribune.com.pk/story/2602298/inflation-jumps-tofour-year-high-in-us - * US inflation surged in March, the first full month of the US and Israel's war against Iran. * The war led to an increase in crude oil prices, driving gasoline costs higher. * Data from the Labour Department showed inflation increased by the most since June 2022. * Household sentiment fell to a record low in the University of Michigan Consumer Sentiment Index. * The inflation rise has political implications, affecting voter sentiment and White House prospects.
369. https://tribune.com.pk/story/2602342/vessel-clears-hormuz-docks-in-karachi - ['*The MV SELEN arrived at Karachi Port after the Strait of Hormuz reopened following disruption.', "*The vessel's arrival signifies the resumption of container trade through the Strait of Hormuz.", '*The disruption was caused by conflict in the Middle East, specifically after US and Israel attacks on Iran on February 28.', '*Pakistan continued to receive oil shipments and facilitate shipments through Iran during the disruption.', '*The development reflects effective coordination among port, shipping, and logistics stakeholders.']
370. https://www.washingtontimes.com/news/2026/apr/11/us-sends-navy-destroyers-strait-hormuz-aim-demine/ - * The U.S. Navy sent USS Frank E. Peterson and USS Michael Murphy through the Strait of Hormuz to clear sea mines. * The operation aims to reopen the chokepoint for commercial shipping, including oil exports. * Additional forces and underwater drones are scheduled to join the mine clearance effort. * The Strait of Hormuz is a key oil export route, previously passing 20-21 million barrels daily. * Iran's use of mines and drones has significantly disrupted transit since March, with port fees and international law considerations noted.
371. https://tribune.com.pk/story/2602251/first-pakistan-bound-container-vessel-reaches-karachi-after-strait-of-hormuz-reopening - * The MV SELEN arrived at Karachi Port following the reopening of the Strait of Hormuz after over a month of disruption caused by Middle East conflict. * The vessel, arriving from Jebel Ali, signals the resumption of containerised trade and confidence in maritime supply chains. * The Strait was disrupted since US and Israeli attacks on Iran on February 28, but Pakistan continued oil shipments via Iran. * US forces began clearing the Strait of Hormuz of Iranian-laid mines, with US Navy ships transiting the waterway. * US and Iran peace talks occurred in Islamabad amid conflicting reports on US naval activity in the Strait.
372. https://www.aol.com/articles/red-lights-flashing-scarcity-oil-040155580.html - * The war in the Middle East has caused a major oil supply disruption, sidelining an estimated 12-15 million barrels daily. * Oil markets show signs of scarcity, with prices rising sharply and backwardation indicating supply risks. * Saudi Arabia is charging record premiums for crude; US expenditure on fuel has increased by about $830 million daily. * Potential shortages of refined products like jet fuel, diesel, and gasoline are threatening economic stability. * Countries are imposing restrictions and rationing to manage shortages, with implications for global and US markets. * Airlines and airports are already experiencing capacity cuts and fuel constraints, with possible higher ticket prices and flight cancellations.
373. https://makkahnewspaper.com/article/1630446/%D8%A7%D9%84%D8%A3%D9%88%D9%84%D9%89/%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%AA%D9%88%D9%82%D9%81-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D9%8A%D8%A7%D8%AA-%D8%A7%D9%84%D8%AA%D8%B4%D8%BA%D9%8A%D9%84%D9%8A%D8%A9-%D9%81%D9%8A-%D8%B9%D8%AF%D8%AF-%D9%85%D9%86-%D9%85%D9%86%D8%B4%D8%A2%D8%AA-%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%A8%D8%A7%D9%84%D9%85%D9%85%D9%84%D9%83%D8%A9 - • The Saudi Ministry of Energy reported recent attacks on energy facilities, including oil, gas, petrochemicals, and electricity in Riyadh, Eastern Province, and Yanbu. • An attack on a vital east-west pipeline caused a loss of about 700,000 barrels daily in global supply. • Attacks on Minafa and Khurais refineries reduced Saudi oil production by 600,000 barrels daily. • Main refining facilities, such as SATORP, Ras Tanura, and others, experienced closures affecting product exports. • Fires at processing facilities impacted LPG and natural gas liquids exports, causing supply shortages and increased market volatility.
374. https://www.marinelog.com/legal/safety-and-security/as-centcom-moves-to-open-up-hormuz-tankers-surge-to-u-s-gulf/?utm_source=rss&utm_medium=rss&utm_campaign=as-centcom-moves-to-open-up-hormuz-tankers-surge-to-u-s-gulf - * U.S. Central Command (CENTCOM) announced the start of mine clearance operations in the Strait of Hormuz on April 11, including naval destroyers USS Frank E. Peterson and USS Michael Murphy. * CENTCOM aims to establish a new safe passage for maritime commerce. * Windward AI reported 172 crude oil tankers heading to the U.S. Gulf Coast, with significant increases through Northern and Southern Corridors. * The tanker surge is linked to ongoing Middle East conflict disrupting global supply chains. * The events reflect efforts to maintain maritime flow and respond to trade disruptions.
375. https://thecurrencyanalytics.com/stockmarket/citi-says-brent-crude-will-keep-usd-jpy-above-moving-average-252127 - * Citi reports that oil prices will support USD/JPY above the 200-day moving average, with Brent around $85 per barrel and expected to climb further. * Oil prices influence the yen negatively due to Japan's reliance on crude imports, impacting the currency's strength. * The bank notes geopolitical tensions and OPEC’s potential production cuts as key factors affecting oil prices and currency movements. * The upcoming Bank of Japan policy meeting and recent statements aim to address yen depreciation concerns. * Citi's analysis links sustained oil prices with continued currency trends, highlighting global market interconnectedness.
376. https://www.indexbox.io/blog/europe-faces-systemic-jet-fuel-shortage-within-weeks/ - * Jet fuel prices in Europe followed crude oil trends after disruptions, with prices rising and then retreating. * Approximately 30% of Europe's jet fuel imports come from the Gulf, with supply restrictions already affecting seven Italian airports. * ACI Europe warned of a systemic jet fuel shortage within three weeks if flow through the Strait of Hormuz does not resume. * European aviation officials and the European Commission are monitoring supply levels amid concerns over springing shortages. * The report explores Europe's processed petroleum oils and distillates industry, including supply, demand, trade, and price dynamics impacting transportation.
377. https://www.abc.net.au/news/2026-04-12/gulf-states-paying-the-price-for-a-war-they-didn-t-start/106491586 - * Iran's missile and drone strikes have targeted Gulf states, energy infrastructure, and military facilities since the start of the conflict. * The war has caused damage to oil and gas infrastructure, including a significant reduction in Qatar's LNG export capacity. * Gulf states have activated air defences, intercepted missiles and drones, and increased military preparedness. * Iran's blockade of the Strait of Hormuz has disrupted oil shipments, with ships altering routes to avoid the strait. * Post-ceasefire, regional tensions remain high, and trust in Iran's regime is severely damaged, with fears of future aggression.
378. https://www.business-standard.com/world-news/us-navy-ships-transit-hormuz-as-mine-clearing-efforts-begin-in-strait-126041100962_1.html - * Two US Navy destroyers transited the Strait of Hormuz, beginning mine-clearing operations, according to US Central Command. * The ships operated in the Arabian Gulf with additional forces, including underwater drones, expected to join. * US forces aim to establish a safe passage for maritime commerce amid Iran's control and attacks in the region. * The transit was uncoordinated with Iran; two destroyers were reportedly forced to turn back after threats from Iran’s Revolutionary Guard. * The incident coincided with US and Iranian negotiations in Islamabad, during a ceasefire period mediated by Pakistan.
379. https://www.indiatoday.in/world/story/hormuz-standoff-dominates-us-iran-talks-in-pakistan-as-fragile-ceasefire-hangs-in-the-balance-2894949-2026-04-12?utm_source=rss - * Negotiations between the US and Iran in Islamabad focus on control of the Strait of Hormuz, a key maritime chokepoint. * Iran has restricted access to the strait, disrupting global oil flows and causing price spikes. * US seeks to restore open navigation through Hormuz; Iran aims to leverage control for bargaining. * Tensions include conflicting claims over military activity in the strait, with US deploying naval forces and Iran denying crossings. * The talks mark high-level engagement in over a decade, mediated by Pakistan amid deep mistrust and regional tensions.
380. https://www.24newshd.tv/12-Apr-2026/iran-guards-say-will-deal-severely-military-ships-transiting-strait-hormuz - * Iran's Revolutionary Guards threatened to take severe action against military vessels passing through the Strait of Hormuz. * The warning was issued after US Navy warships transited the waterway to clear mines laid by Tehran. * The IRGC Navy stated full authority to manage the Strait and restrict passage to civilian vessels under specific conditions. * The incident was reported by state TV and IRIB, citing threats and transit management measures.
381. https://fortune.com/2026/04/11/navy-strait-of-hormuz-blockade-us-military-iran-war-mine-clearing/ - * U.S. Navy ships moved through the Strait of Hormuz, unauthorised by Iran, marking the first such move in six weeks. * The transit aimed to set conditions for clearing mines and establish a safe passage for navigation. * Iran declared the US actions a ceasefire violation; Iran’s Islamic Revolutionary Guard Corps launched a drone in response. * The US resumed military movements in the region, including sending additional aircraft carriers and troops. * Experts assess escalating hostilities, with discussions on Iran’s ability to disrupt Hormuz and the US response.
382. https://correiokianda.info/eua-iniciam-processo-para-desobstruir-estreito-de-ormuz/ - * US President Donald Trump announced that the US has initiated measures to 'unblock' the Strait of Hormuz, aiming to guarantee free maritime flow in a key energy route. * The initiative was publicised via social media, with Trump stating it benefits countries including China, Japan, South Korea, France, and Germany. * He criticised these nations for not adopting similar actions and warned of security risks such as mines, referencing US action against 28 Iranian vessels, though unconfirmed. * The context involves escalated conflicts since 28 February, with US and Israel strikes on Iranian targets and retaliatory actions by Iran in the Middle East. * Iran restricted passage through the Strait to US, Israeli, and allied ships, with some ships attacked during this period; later Iran authorised passage for allied nations like Russia, India, and China.
383. https://www.aol.com/finance/oil-back-above-110-expletive-010934484.html - * Oil prices saw choppy trading after Donald Trump threatened to destroy Iranian infrastructure if the Strait of Hormuz was blocked. * Trump stated US would attack power plants and bridges in Iran unless a deal was reached by late Tuesday. * Brent crude exceeded $110 per barrel following Trump's threats, then eased after reports of US-Iran talks. * Disruptions in Gulf oil shipments caused by Iran threaten global energy supplies and raise inflation concerns. * Opec+ agreed to a small crude output increase in May, though some members cannot increase production. * Trump posted strongly worded threats on social media; Iran rejected ceasefire terms and threatened retaliatory attacks.
384. https://www.abc.net.au/news/2026-04-12/diesel-prices-soar-despite-fuel-excise-cuts-amid-iran-war/106550124 - * Diesel prices in Australia have increased despite a federal excise cut, reaching an average of 323 cents per litre. * Supply disruptions and international pricing benchmarks, notably Singapore's gasoil prices linked to the Middle East, are driving the surge. * Diesel remains more expensive than petrol due to less flexible demand and supply issues. * Industry concerns include potential anti-competitive conduct and future shortages. * Experts suggest larger excise cuts on diesel could help reduce inflation impact and mitigate supply risks.
385. https://defensescoop.com/2026/04/11/strait-of-hormuz-mine-clearance-navy-centcom-underwater-drones/ - * The US Navy will use underwater drones to clear mines laid by Iran in the Strait of Hormuz, announced by US Central Command. * The effort is part of the broader military operation called Epic Fury amid tensions between the US and Iran. * Additional U.S. forces, including underwater drones, will join the mine clearance effort in the coming days. * The Navy is investing in unmanned underwater vehicles such as the Knifefish for mine detection and clearance. * The deployment aims to ensure the free flow of shipping through the strategic Strait of Hormuz.
386. https://www.v6velugu.com/two-america-warships-transit-strait-of-hormuz-for-first-time-since-war-began - * Two US navy guided missile destroyers passed through the Strait of Hormuz, marking the first transit since the war with Iran started. * The passage occurred on Saturday, as reported by 'The Wall Street Journal'. * The conflict began six weeks prior, with US warships avoiding this route until now. * President Donald Trump announced the US began "clearing out" the strategic waterway. * The event signifies a notable development in maritime movements amid ongoing tensions.
387. https://www.almaghribtoday.net/36/180950-%D8%A7%D9%84%D9%82%D9%8A%D8%A7%D8%AF%D8%A9-%D8%A7%D9%84%D9%85%D8%B1%D9%83%D8%B2%D9%8A%D8%A9-%D8%A7%D9%84%D8%A3%D9%85%D9%8A%D8%B1%D9%83%D9%8A%D8%A9-%D8%AA%D8%B9%D9%84%D9%86-%D8%A8%D8%AF%D8%A1-%D8%AA%D9%87%D9%8A%D8%A6%D8%A9-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%84%D8%A5%D8%B2%D8%A7%D9%84%D8%A9-%D8%A7%D9%84%D8%A3%D9%84%D8%BA%D8%A7%D9%85-%D9%88%D8%AA%D8%A3%D9%85%D9%8A%D9%86-%D8%A7%D9%84%D9%85%D9%84%D8%A7%D8%AD%D8%A9 - * أعلنت القيادة المركزية الأمريكية بدء عملية إنشاء ممر آمن في مضيق هرمز. * عبرت السفينتان USS Frank E. Petersen و USS Michael Murphy المضيق في إطار جهود التحقق من خلوه من الألغام. * تستهدف العملية تسهيل حركة السفن التجارية وضمان تدفق النفط والطاقة عبر المضيق. * ستتم مشاركة المسار الآمن مع قطاع الملاحة البحرية الدولية لتعزيز الأمان. * يأتي ذلك في سياق التوترات الإقليمية المرتبطة بالحرب الجارية ومكانة المضيق كممر رئيسي لإمدادات الطاقة العالمية.
388. https://www.middleeastmonitor.com/20260411-us-navy-ships-cross-strait-of-hormuz-for-first-time-since-iran-war-axios-reporter/ - * Several US navy ships crossed the Strait of Hormuz on Saturday, the first such event since the start of US-Israel war with Iran on Feb. 28. * The event was confirmed by a US official and was not coordinated with Iran. * The development occurred during ongoing negotiations mediated by Pakistan to end the Middle East conflict. * The war disrupted flows through the Strait, a critical route for global crude and LNG trade, causing energy shocks. * Nearly 3,000 Iranians were killed, and at least 13 US servicemen died in the conflict.
389. https://eurasiabusinessnews.com/2026/04/11/the-united-states-has-launched-a-large-mine-clearance-operation-in-the-strait-of-hormuz/ - * The U.S. Central Command announced that guided-missile destroyers entered the Strait of Hormuz to clear sea mines and reopen safe passage for commercial shipping. * The operation involves USS Frank E. Peterson, USS Michael Murphy, underwater drones, and additional US forces. * The mission aims to mitigate risks to global oil flows through a critical chokepoint. * This maritime security escalation occurs amidst ongoing US-Iran tensions and Iran's closure of the strait, causing a global oil price crisis. * Peace talks between the US and Iran are ongoing, following regional conflicts since 1979.
390. https://eurasiabusinessnews.com/2026/04/11/three-oil-supertankers-sail-through-the-strait-of-hormuz/ - * Two Chinese oil tankers and a Greek vessel approached or crossed the Strait of Hormuz on April 10-11, marking the busiest oil exit day since earlier disruptions. * The vessels were not carrying Iranian crude, indicating a broader reopening signal rather than direct Iranian export flow. * The Strait handles about a fifth of global oil flows, and reopening could impact freight rates and crude sentiment. * A French-owned, Malta-flagged container ship passed through the Strait on April 2, the first since conflict disruptions. * The war involving Iran includes economic sanctions, military escalation, and targeted attacks on oil tankers, contributing to a global oil price crisis.
391. https://www.thehindubusinessline.com/portfolio/markets-dilemma-trust-the-bark-or-wag-of-oil-prices/article70851920.ece - * The spot oil market reached an all-time high of $144.46 per barrel on April 7, driven by supply disruptions. * Brent crude futures declined by 13 per cent last week, signalling optimism due to easing tensions. * A widening gap between Dated Brent and Brent futures highlights mismatch between immediate supply realities and expectations. * Disruptions around the Strait of Hormuz and storage constraints restrict prompt supply, keeping spot prices high. * Market optimism may overlook ongoing supply constraints, with potential risk of rising inventories and production shut-ins.
392. https://www.thehindubusinessline.com/portfolio/markets-dilemma-trust-the-bark-or-wag-of-oil-prices/article70851920.ece - * The spot oil market reached a record high of $144.46/barrel on April 7, reflecting immediate supply issues. * Futures prices for Brent crude fell 13 per cent last week, signalling market optimism about easing disruptions. * A significant spread between Dated Brent and Brent futures indicates a disconnect between current supply realities and future expectations. * Disruptions in the Strait of Hormuz and storage constraints in the Middle East contribute to tight current supply. * The divergence suggests spot prices could stay high longer than futures market predictions, raising concerns about market risk.
393. https://www.elfinanciero.com.mx/mundo/2026/04/11/iran-endurece-control-en-estrecho-de-ormuz-petroleros-necesitan-aval-para-viaje-seguro/ - • Iran has made approval from the Iranian Revolutionary Guard a mandatory requirement for oil tankers crossing the Strait of Hormuz. • Insurance companies now consider this approval as a risk mitigation factor, affecting coverage. • Risks of war coverage premiums have increased dramatically since US and Israel attacked Iran on 28 February. • The US-Iran conflict and heightened risks have halted around 40 daily oil tanker crossings, with hundreds of vessels stranded. • A tentative two-week US-Iran ceasefire has not yet affected maritime insurance market conditions.
394. https://www.leaders-mena.com/macron-saudi-crown-prince-agree-to-coordinate-on-iran-ceasefire-efforts/ - * French President Emmanuel Macron discussed Iran ceasefire with Saudi Crown Prince Mohammed bin Salman, with both agreeing to maintain close coordination.* Macron expressed support for a ceasefire and the extension to Lebanon, alongside restoring navigation in the Strait of Hormuz.* The conflict in the Middle East has resulted in disruptions to energy supplies, especially after the blockade of the Strait of Hormuz.* Iran’s Revolutionary Guard declared the waterway unsafe, halting ship movements.* Macron and the Saudi Crown Prince agreed to stay in contact to promote de-escalation, safeguard navigation, and support regional peace.* The Strait of Hormuz handles about a quarter of the world’s seaborne oil and one-fifth of liquefied natural gas flows.
395. https://www.sondakika.com/guncel/haber-iran-savasi-suudi-arabistan-ve-katar-in-enerji-uretimini-vurdu-19740561/ - * During the six-week Iran war, Saudi Arabia and Qatar's production capacity was seriously damaged. * The conflict targeted oil and gas facilities, causing a global energy shock with rising fuel prices. * Saudi Arabia reported significant losses in production capacity, and Qatar lost about a fifth of LNG output. * Major refineries in the region suffered heavy damage, with daily capacity of up to 2.4 million barrels offline. * Ongoing peace talks in Islamabad could determine the reopening of the Strait of Hormuz, crucial for global oil supply. * About 10% of global crude oil production remains offline, impacting recovery prospects.
396. https://9jaflaver.com/there-will-be-lasting-economic-scars-and-fuel-shortages-even-after-iran-war-imf-warns/ - * The IMF warns that fuel shortages involving diesel and jet fuel are likely to persist post-Iran war. * The Strait of Hormuz remains effectively closed, reducing transit volumes from 25% to less than 10%. * Global oil supplies have decreased by an estimated 13%, and LNG supplies by 20%. * IMF plans to revise its 2026 global growth forecast downward due to the conflict. * Market volatility persists with Brent crude at around $95.86 per barrel, and North Sea oil hitting record highs. * Rising fertilizer costs and transport disruptions threaten food security for 45 million people.
397. https://www.jpost.com/middle-east/article-892635 - • The US is working to restore freedom of navigation in the Middle East amid talks with Iran. • The US Navy began removing sea mines from the Strait of Hormuz on April 11, 2026. • USS Frank E. Peterson and USS Michael Murphy are involved in the operation. • The operation aims to establish a safe passage for commercial shipping. • The Strait of Hormuz is an essential trade corridor supporting regional and global economic prosperity.
398. https://republica.com/actualidad/dos-destructores-de-ee-uu-cruzan-ormuz-para-iniciar-el-desminado-del-estrecho-20264111300 - * Two US destroyers with guided missiles crossed the Strait of Ormuz and began mine clearance operations, confirmed by US Central Command (CENTCOM). * The operation aims to ensure a safe route free of mines, part of broader maritime security efforts in a strategic global trade zone. * Additional forces, including underwater drones, will assist in clean-up and surveillance tasks in the area. * The Strait of Ormuz is a critical energy corridor, with its security vital for global trade and energy supplies. * Tensions are heightened due to ongoing geopolitical disputes between the US and Iran, with conflicting claims about recent incidents in the region.
399. https://www.euronews.com/2026/04/11/is-iran-unable-to-locate-its-mines-in-the-strait-of-hormuz - * Iran is unable to locate all the naval mines it planted in the Strait of Hormuz, with reports suggesting random and disorganised placement. * The difficulty in finding mines hinders Iran's ability to reopen the waterway, impacting global shipping and oil markets. * The crisis follows US-Israeli military operations and recent US strikes damaging Iranian naval infrastructure. * Both Iran and the US lack a clear picture of remaining mines, complicating clearance efforts. * US threats of new strikes remain if Iran does not agree to a ceasefire and reopening of the strait.
400. https://economictimes.indiatimes.com/news/international/us/is-us-military-really-clearing-strait-of-hormuz-and-were-donald-trumps-naval-ships-not-allowed-to-pass-the-water-passageway-full-explainer-on-us-iran-tensions/articleshow/130194226.cms - * Donald Trump claimed US forces began clearing the Strait of Hormuz and destroyed Iranian mine-laying boats. * Reports showed conflicting claims: US ships crossed the strait, Iran denied passage, and a US destroyer turned back after Iran's warning. * The situation is disputed, with military movement, warnings, and diplomacy happening simultaneously, creating uncertainty. * The Strait is a critical oil route, impacting global markets; oil tanker movements slowed, and prices increased. * Peace talks in Islamabad continued amidst rising tensions, with US and Iranian officials engaging in negotiations.
401. https://www.newarab.com/news/iran-moves-impose-strait-hormuz-fees-under-new-law - * Iran is drafting a law to impose transit fees on vessels passing through the Strait of Hormuz, payable in Iranian rials. * The draft law stipulates that once approved, Iran’s armed forces will control the strait. * The proposal coincides with US warnings against such fees and ongoing disruptions in the waterway. * The disruption of flows through the Strait has contributed to a global oil market tightening and price increases. * Analysts forecast a potential supply deficit in global oil markets if disruptions persist, with significant impacts on prices and supply-demand balance.
402. https://www.zerohedge.com/energy/novorossiysk-restarts-oil-loadings-reduced-capacity-after-drone-strike - * Russia's Novorossiysk port resumed limited oil loadings after a drone attack caused suspension earlier in the week. * Operations at the Sheskharis terminal resumed with one berth active, with around 80,000 tons expected to depart. * The attack damaged loading infrastructure, impacting cargo volumes and fuel flows, with no full return timeline. * Novorossiysk is a key export port for Russian and Kazakh crude, handling shipments via the Caspian Pipeline Consortium. * Infrastructure damages have led to operational capacity constraints across Russian export ports.
403. https://www.eanlibya.com/%D9%85%D8%A4%D8%B3%D8%B3%D8%A9-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%AA%D8%B9%D9%84%D9%86-%D8%A2%D8%AE%D8%B1-%D8%AA%D8%AD%D8%AF%D9%8A%D8%AB-%D9%84%D9%80%D8%A3%D8%B1%D8%B5%D8%AF%D8%A9-%D8%A7%D9%84/ - * The National Oil Corporation updated inventories and tanker activity on 11 April 2026. * Data shows relative stability in supplies with ongoing unloading at some tanks. * Inventory levels are detailed for several sites: Tripoli, Misrata, Zawia, Tobruk, and Benghazi. * Some tankers are still undergoing unloading or waiting at various sites. * Operations are described as proceeding smoothly to ensure market stability.
404. https://www.businesstoday.in/latest/economy/story/south-asia-growth-to-slow-to-63-amid-energy-shocks-world-bank-sees-rebound-ahead-525241-2026-04-11?utm_source=rssfeed - * The World Bank forecasts regional growth in South Asia will slow to 6.3% in 2026 from 7% in 2025 due to energy shocks. * Growth is expected to rebound to 6.9% in 2027 as energy market disruptions subside. * The slowdown is driven by dependence on imported energy and global oil market disruptions. * India’s growth is projected at 7.6% in FY26, slowing to 6.6% in FY27, contributing to regional dynamics. * Other smaller economies such as Bangladesh, Sri Lanka, and Nepal face uneven recoveries amid macroeconomic challenges.
405. https://www.iranherald.com/news/278976125/march-cpi-spikes-0-9-as-fuel-costs-rise-rate-cuts-in-doubt - * U.S. Consumer Price Index increased by 0.9% in March, driven by rising fuel costs. * CPI rose 3.3% year-on-year, the largest since June 2022. * The surge follows a rebound in job growth and increased global crude oil prices. * Rising oil prices have led to higher gasoline, diesel, jet fuel, and transport costs. * The Federal Reserve's interest rate remains between 3.50% and 3.75%, with rate hikes possibly needed.
406. https://www.businesstoday.in/world/story/navigational-nightmare-us-moves-to-secure-hormuz-after-irans-mine-deployment-chaos-525246-2026-04-11?utm_source=rssfeed - * The US launched operations to secure the Strait of Hormuz following Iran’s deployment of naval mines. * US forces began mine-clearing operations on April 11, involving guided-missile destroyers and underwater drones. * Iran's decentralised mine deployment without precise tracking turned the area into a maritime chokepoint. * The operation aims to establish a safe passage to prevent disruption of global oil supply. * Shipping, insurance, and energy sectors are closely monitoring the situation due to the high risk and potential for increased costs.
407. https://hotnews.ro/trump-spune-ca-sua-au-inceput-curatarea-stramtorii-ormuz-pentru-a-le-face-o-favoare-celorlalte-tari-informatii-despre-nave-de-razboi-americane-care-au-traversat-2216749 - * President Donald Trump announced the US has started 'cleaning' the Strait of Hormuz, citing ongoing naval operations. * Several US Navy ships crossed the strait for the first time since the conflict with Iran began. * The operation aimed to increase maritime security and confidence among merchant vessels. * Iran responded by threatening attack, claiming the US ships' transit was a violation of the ceasefire. * Several tankers have recently transited through the Strait, signalling a potential reopening of the corridor.
408. https://www.zerohedge.com/energy/novorossiysk-restarts-oil-loadings-reduced-capacity-after-drone-strike - * Russia's Novorossiysk port resumes limited oil loadings after a drone attack caused suspension. * Operations at the Sheskharis terminal restarted with one berth, cargo below normal capacity. * The attack damaged infrastructure including storage tanks and loading equipment. * Fuel oil loadings and at least one diesel cargo have resumed since the attack. * The port is a key export outlet for Russian and Kazakh crude, and capacity remains constrained.
409. https://www.channelnewsasia.com/world/trump-us-clearing-strait-hormuz-iran-6050831 - • US warships began mine clearance in the Strait of Hormuz, according to Trump. • The operation aims to clear Iranian mines threatening shipping lanes. • The shipping lane has been largely blocked by Tehran since US and Israeli bombing began on Feb 28. • Negotiations between Iranian and American officials took place in Pakistan to resolve ongoing conflict. • Trump mentioned empty tankers heading to the US to buy oil, with no details provided.
410. https://www.thethinkingconservative.com/2-us-ships-begin-clearing-mines-in-strait-of-hormuz/ - • Two US missile destroyers, USS Frank E. Peterson and USS Michael Murphy, started clearing mines in the Strait of Hormuz on April 11. • The operation was confirmed by U.S. Central Command and coincided with peace talks between the US and Iran in Pakistan. • CENTCOM aims to establish a safe pathway to encourage maritime commerce and remove Iranian-laid sea mines. • President Donald Trump described the operation as a favour to multiple countries and criticised Iran's Islamic Revolutionary Guard Corps. • The activity coincided with a US vessel entering the Strait, though their connection is unclear.
411. https://www.elsiglodetorreon.com.mx/noticia/2026/exhibe-dos-bocas-fallas-de-operacion-tras-sumar-cuarto-incendio-en-tres-meses.html - * The Olmeca refinery at Dos Bocas, Tabasco, experienced a new fire, the fourth in less than three months. * Experts suggest the incident could be linked to fuel leaks, handling errors, storage issues, or high temperatures of the coke during processing. * Gobierno proposes high processing temperature as a possible cause; Pemex avoids detailed explanations. * Analysts highlight potential flaws in the plant’s operation, storage, and safety protocols. * The refinery has a history of incidents this year, raising concerns over operational security and oversight.
412. https://blockonomi.com/us-cpi-jumps-in-march-as-energy-prices-surge-while-core-inflation-stays-stable/ - - March CPI increased by 0.9% MoM, driven mainly by energy and gasoline prices. - Core CPI remained steady at 0.2% MoM, below expectations. - Energy prices jumped 10.9%, with gasoline surging 21.2%. - Yearly CPI reached 3.3%, surpassing expectations. - The data suggests inflation is concentrated in energy, with limited broader market impact. - Federal Reserve likely to maintain current stance amid mixed signals.
413. https://blockzeit.com/de/die-schulden-todesspirale-naht-ist-der-us-dollar-am-ende/ - *Foreign governments sell US Treasuries as yields rise, driven by concerns over debt and economic stability.* *US 10-year Treasury yield reaches 4.297%, with potential to hit 4.6-4.8%, risking a debt spiral.* *US national debt amounts to 40 trillion dollars, with rising interest rates increasing borrowing costs.* *The Federal Reserve may resort to money printing to stabilise markets, risking inflation.* *US influence diminishes if oil and trade routes are not protected, impacting dollar dominance.*
414. https://inflationdata.com/articles/2026/04/11/massive-march-2026-inflation-spike/ - * The US Bureau of Labor Statistics reports a 3.26% annual inflation rate for March 2026, up from previous months. * The Consumer Price Index (CPI-U) increased 0.9% seasonally adjusted in March, with a significant energy component rise due to oil price fluctuations. * Factors impacting inflation include the war in the Middle East disrupting oil flows and the Federal Reserve shifting from a tight to a looser monetary policy. * Oil prices averaged $84.75 in March, with April prices being volatile between $90 and $120. * The Misery Index increased to 7.56%, as inflation rose alongside a slight decrease in unemployment.
415. https://redstate.com/streiff/2026/04/11/us-navy-destroyers-pass-through-the-strait-of-hormuz-without-incident-and-without-permission-n2201188 - * At least two US Navy destroyers crossed the Strait of Hormuz without incident since hostilities began on 28 February. * The operation aimed to demonstrate freedom of navigation and reassure shipowners and insurers. * The passage occurred during ongoing ceasefire negotiations in Pakistan and Iran's attempts to block reopening of the strait. * US officials claimed Iran cited technical limitations due to mines to justify delays in reopening the strait. * The mission included demining efforts, with ships verifying the Strait was free of mines, possibly part of broader stabilisation. * Iran claimed to have ordered the destroyers out of the Persian Gulf, but reports vary on whether ships continued or turned back.
416. https://www.express.co.uk/news/world/2192983/iran-war-major-update-strait-america - * The US Central Command announced mine clearing operations in the Strait of Hormuz, involving two US Navy guided-missile destroyers. * The ships transited the strait as part of efforts to clear mines laid by Iran, which has caused disruptions to the vital global shipping route. * The operation aims to establish a new safe passage to ensure the free flow of commerce. * Additional US forces, including underwater drones, will join the clearance effort in the coming days. * The United States and Iran are engaging in negotiations in Pakistan to end the ongoing conflict, which has affected global oil supplies and markets.
417. https://www.cbsnews.com/video/iran-reportedly-proposes-tolls-for-ships-crossing-strait-of-hormuz/ - * Iran plans to charge ships crossing the Strait of Hormuz a toll. * The proposal was reported recently. * The news was covered by CBS News contributor Joe Zacks. * The development concerns maritime routes and shipping in the region.
418. https://www.bairdmaritime.com/security/naval/naval-ships/us-military-setting-conditions-to-clear-mines-from-strait-of-hormuz - * The US military has started “setting conditions" for clearing mines in the Strait of Hormuz. * Two US warships, USS Frank Peterson and USS Michael Murphy, transited the waterway. * The operation aims to ensure the strait is free of sea mines laid by Iran’s Islamic Revolutionary Guards Corps. * The mission is part of establishing a new safe passage for maritime commerce.
419. https://indianexpress.com/article/world/us-news/us-iran-navy-strait-of-hormuz-dispute-islamabad-talks-vance-ghalibaf-10631596/ - * Several US Navy ships crossed the Strait of Hormuz on Saturday, according to Axios, marking the first crossing since the start of a six-week conflict. * The crossing was disputed by regional officials and Iranian media, with Iran stating vessels turned back after a warning. * Reports indicate the ships crossed from east to west into the Gulf before returning to the Arabian Sea. * Iran’s Islamic Revolutionary Guard Corps reportedly threatened the ships and launched a UAV toward them. * The incident contributed to ongoing security tensions amid US-Iran ceasefire talks in Islamabad.
420. https://indianexpress.com/article/explained/explained-global/strait-of-hormuz-naval-mines-explained-10631446/ - * Iran has been unable to locate all of the mines it laid in the Strait of Hormuz, affecting shipping traffic. * The mines, deployed after attacks on tankers and during Iran's conflict with the US and Israel, may hinder global shipping for some time. * Naval mines are difficult to detect due to their deployment in different depths and their movement over time. * Iran possesses about 5,000 to 6,000 mines, including contact and influence types, suitable for the shallow waters of the strait. * Clearing large minefields is complex and costly; ongoing dangers persist due to the mines' dynamic nature.
421. https://defence-blog.com/u-s-navy-destroyers-transit-strait-of-hormuz/ - * U.S. Navy guided-missile destroyers USS Frank E. Peterson and USS Michael Murphy transited the Strait of Hormuz on April 11 to clear sea mines laid by Iran’s IRGC. * Additional forces, including underwater drones, are expected to join the operation in the coming days. * The operation aims to restore safe passage through the strategic waterway, impacting regional trade and global energy markets. * The transit was conducted without incident and targeted a critical maritime chokepoint used to transport oil and gas. * The mission is part of a broader effort to ensure freedom of navigation and demonstrate U.S. naval presence in the region.
422. https://www.whalesbook.com/news/English/commodities/Oil-Price-Chasm-Widens-Market-Rally-Ignores-Physical-Supply-Strain/69da7de5e0ea10058dbcab65 - * Physical Brent crude hit a record $144.46 a barrel on 7 April 2026, signalling immediate supply scarcity. * Disruptions at the Strait of Hormuz have led to major production cuts by Middle Eastern producers, worsening supply constraints. * Futures prices have dropped 13%, creating a record $35.87 gap with spot prices, indicating a split market. * Stock market rally driven by geopolitical risk easing contrasts with physical market stress, risking future demand. * The EIA forecasts Brent crude to average $115/bbl in Q2 2026, with disruptions expected to last until late 2026 and posing economic risks.
423. https://tribune.net.ph/2026/04/11/52-m-liter-malaysian-diesel-shipment-lands - * A shipment of 329,000 barrels (52.3 million litres) of diesel from Malaysia arrived for the Philippine government. * The shipment is part of efforts to build a strategic oil buffer amid ongoing Middle East conflicts. * Additional shipments are expected from North Asia, India, Oman, and Singapore by mid- and late-April. * Philippines' diesel consumption in 2023 averages 186,320 barrels daily, providing less than two days' buffer from the Malaysian supply. * The government aims to diversify fuel sources through imports from Argentina, Canada, Australia, Colombia, Brunei, and India. * The Philippine Competition Commission is monitoring fuel markets for anti-competitive conduct amid global and domestic price pressures.
424. https://kashmirreader.com/2026/04/11/trump-portrays-strait-of-hormuz-closure-as-positive-for-us-energy-sector/ - * US President Donald Trump stated that oil tankers are headed to the US to load oil and gas. * The Iran war has effectively shuttered the Strait of Hormuz, through which 20% of the world’s oil is shipped. * The closure has increased energy prices and given Iran leverage in negotiations. * Trump claims the US can serve as an alternative oil and natural gas source. * Increased demand for US energy could raise prices if domestic production does not increase.
425. https://www.tanea.gr/print/2026/04/11/economy/argi-kai-avevaiicri-epanekkinisi/ - ['* Η εκεχειρία μεταξύ ΗΠΑ και Ιράν δημιουργεί συγκρατημένη αισιοδοξία για την επανέναρξη των διόδων μέσω των Στενών του Ορμούζ, χωρίς ωστόσο να απομακρύνεται η αβεβαιότητα.', '* Οι αναλυτές προβλέπουν σταδιακή επιστροφή των πλοίων, με τις περαιτέρω επιπτώσεις να ενέχουν καθυστερήσεις και αυξημένο έλλειμμα εφοδιασμού πετρελαίου.', '* Το έλλειμμα εφοδιασμού συνεχίζει να είναι περίπου 14 εκατομμύρια βαρέλια την ημέρα, και η «σφιχτή» αγορά θα επιδεινωθεί αν η εκεχειρία διαρκέσει περισσότερο.', '* Οι περιορισμοί και οι γεωπολιτικοί κίνδυνοι καθιστούν την ανάκαμψη αργή, ενώ η επίδραση στην αγορά των ναύλων είναι ανάμεικτη.', '* Το πιθανό «τέλος διοδίων» των 2 εκατομμυρίων δολαρίων αναμένεται να δυσκολέψει μικρότερα πλοία, ενώ η ανακατασκευή υποδομών στη Μέση Ανατολή μπορεί να αυξήσει τη ζήτηση για μεταφορές εμπορευμάτων μακροπρόθεσμα.']
426. https://www.whalesbook.com/news/English/commodities/Oil-Price-Chasm-Widens-Market-Rally-Ignores-Physical-Supply-Strain/69da7de5e0ea10058dbcab65 - * Physical oil prices, especially Dated Brent crude, hit a record $144.46 a barrel on April 7, 2026, caused by disruptions at the Strait of Hormuz. * Futures prices fell sharply, with the main contract dropping nearly 13%, creating a large price gap of $35.87. * Strait of Hormuz, a key chokepoint carrying 20% of global oil, faces potential closure or restrictions, impacting supply. * Major Middle Eastern producers cut an estimated 7.5 million bpd in March, with projections of 9.1 million bpd in April. * Economic risks include potential slowdowns due to high oil prices despite market optimism from ceasefire hopes.
427. https://www.orissapost.com/trump-says-us-has-begun-clearing-out-strait-of-hormuz/ - * US President posted on social media that Iran’s military has been destroyed and that the US is starting to open up the Strait of Hormuz. * The waterway is a critical shipping route used by Iran to restrict the transport of 20 per cent of global oil supplies. * It is unclear whether the US is referring to the use of mines or Iran’s control capabilities in the area. * Trump stated that clearing the strait is a favour to countries including China, Japan, South Korea, France, and Germany. * The source of the report is AP, with no specific event detailed.
428. https://www.thefp.com/p/how-to-stop-iran-from-winning-the-war - * The article discusses the potential negotiation efforts between the US and Iran over the Strait of Hormuz amid ongoing conflict. * It highlights Iran’s attempt to control and tax shipping through the strait and the risks to global oil supplies. * The United States and allies are preparing military and diplomatic responses, including a possible blockade and international agreements. * A new Hormuz Convention is proposed, inspired by the Montreux Convention and the Suez Canal, to regulate passage and ensure free transit. * The article advocates for a three-step strategy involving military preparedness, back-channel negotiations, and the creation of a neutral, multilateral governing body for the strait.
429. https://www.dimokratia.gr/kosmos/680236/oi-oykranoi-eplixan-dyo-platformes-exoryxis-petrelaioy-tis-rosikis-lukoil-stin-kaspia/ - * Ukrainian forces launched attacks on two Russian-owned oil platforms of Lukoil in the Caspian Sea on 10th April. * The drones targeted platforms at Graifer and Korchagin fields, approximately 1,000 km from the front line. * Ukraine claims the platforms supply fuel to Russian forces and are used for military purposes. * The attack aims to disrupt Russian oil and gas infrastructure and weaken its military logistics. * Ukrainian special forces continue long-range strikes to diminish enemy capabilities.
430. https://www.thegatewaypundit.com/2026/04/breaking-president-trump-announces-u-s-is-beginning/ - * President Donald Trump announced the US is starting to clear mines from the Strait of Hormuz. * The operation is described as a favour to countries worldwide. * Several US Navy ships crossed the Strait on Saturday. * The Strait is a critical global oil route, with 20% of world oil trade passing through it. * Iran's mining activities had disrupted traffic, threatening energy supplies.
431. https://www.t-online.de/nachrichten/ausland/krisen/id_101206372/iran-newsblog-usa-und-iran-sprechen-erstmals-seit-1979-direkt-miteinander.html - * The US- Iran talks mark the first direct communication since 1979. * US President Trump announces the start of the clearance process for the strait of Hormuz. * Three supertankers pass through the strait following the ceasefire, amid ongoing tensions. * Iran’s navy warns a US warship to leave the strait, threatening attack if it proceeds. * Israel conducts airstrikes in Gaza, resulting in at least seven deaths and casualties. * The situation affects global oil supply and heightens regional instability.
432. https://mashriqtv.pk/en/2026/04/11/trump-says-us-navy-entered-strait-of-hormuz-iran-denies-passage/ - * President Donald Trump stated US Navy ships entered the Strait of Hormuz for the first time since the start of the conflict with Iran. * He announced that the US had begun an operation to clear the waterway, which is used by both commercial and military vessels. * Iran rejected any passage of American vessels through the Strait of Hormuz, according to state television. * The event is seen as a significant development in US-Iran relations and regional tensions. * Experts warn that further US actions may impact navigation safety and global energy supply in the Middle East.
433. https://www.thegatewaypundit.com/2026/04/breaking-president-trump-announces-u-s-is-beginning/ - * President Trump announced the US is starting to clear mines from the Strait of Hormuz on 11 April 2026. * The operation is described as a favour to countries worldwide. * Several US Navy ships were seen crossing the Strait. * The Strait of Hormuz is a critical maritime chokepoint for global oil trade, with about 20% of world oil passing through. * Iran had disrupted traffic with mines, impacting energy supplies and trade routes.
434. https://fortune.com/2026/04/11/oil-supertankers-strait-of-hormuz-crossing-us-iran-talks/ - * Three oil supertankers navigated the Strait of Hormuz, marking the largest oil movement since a halt caused by war six weeks ago, occurring days after a ceasefire between US and Iran. * The supertankers: Cospearl Lake and He Rong Hai from China, and Serifos from Greece, loaded in Saudi Arabia and Iraq, respectively. * The ships followed a route passing through Iranian waters, consistent with Tehran's demands, and their signals suggest genuine movement. * This development restores some oil flow through a critical chokepoint that previously saw near-total halt, easing market pressures. * The ships' movements occurred amidst upcoming peace talks between the US and Iran in Islamabad.
435. https://www.viva.co.id/bisnis/1891325-harga-minyak-dunia-amblas-di-bawah-level-us100-kali-ini-ada-apa - * Oil prices declined below US$100 per barrel on 10 April 2026, with WTI at US$96.37 and Brent at US$94.69. * The decline follows geopolitics at Strait of Hormuz and limited shipping, despite a US-Iran ceasefire. * US President Donald Trump warned Iran against taxing passing tankers, citing risks to global oil supply. * Disruptions, including alternative routes and attacks on Saudi energy infrastructure, worsen global supplies. * The situation causes increased shipping costs and concerns over oil distribution stability.
436. https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-dow-inc-153432728.html - * Jim Cramer discusses Dow Inc. benefiting from a man-made petrochemical shortage caused by the war and Iran's shutdown of the Strait of Hormuz. * Dow's stock increased 78% during the first quarter, mainly driven by polyethylene production. * Cramer suggests that Dow and LyondellBasell could be at risk if the Strait reopens and the Iran conflict ends. * The article notes Dow's development of chemical and material products used in various industries. * The discussion includes the potential risks and geopolitical effects on petrochemical stocks.
437. https://time.com/article/2026/04/11/strait-of-hormuz-iran-peace-talks/ - * Trump states the U.S. has started ‘clearing out’ the Strait of Hormuz. * Maritime tracking shows at least one U.S. warship, USS Michael Murphy, transited through the Strait. * An Iranian official claimed the vessel turned back after a warning, * a U.S. official denied the claim, stating several ships passed through. * The event relates to military escalations in the Strait of Hormuz amid Iran peace talks.
438. https://www.benzinga.com/news/politics/26/04/51769610/trump-says-us-has-sweetest-oil-empty-tankers-headed-here-to-load-up - * Trump stated the US has abundant and superior oil, with tankers heading to US ports for quick loading, signalling energy strength. * The article discusses global oil supply issues due to the blockage of the Strait of Hormuz, affecting about 20% of worldwide supply. * US- Iran tensions include attempts by the US to restore passage and ongoing conflicts impacting energy flows. * Market prices reflect energy market tensions, with crude oil prices fluctuating. * US and Iran scheduled talks to resolve conflicts influencing oil transportation routes.
439. https://www.ndtv.com/world-news/2-us-warships-cross-strait-of-hormuz-in-first-such-transit-since-iran-war-began-11343972 - * Two US warships passed through the Strait of Hormuz, the first such transit since the war with Iran began. * The operation was not coordinated with Iranian authorities. * President Donald Trump stated the US had started 'clearing out' the strait. * Iran's mines still pose a threat, but the US considers Iran to be 'losing big' in the conflict. * Negotiations between Iranian and American officials began in Pakistan to address ongoing conflict and economic impacts.
440. https://dailythepatriot.com/iran-fails-to-clear-mines-in-strait-of-hormuz-full-restoration-will-take-time/ - * US officials report delays in restoring shipping traffic in the Strait of Hormuz due to Iran's inability to clear underwater mines.* The mines have been laid since the start of the war between Iran, the US, and Israel.* About 20% of global oil is transported through this waterway.* The failure to remove mines contributes to the current energy crisis and rising oil prices.* The situation exacerbates the global economic difficulties and inflation.
441. https://time.com/article/2026/04/11/strait-of-hormuz-iran-peace-talks/ - * US President Trump states the US has begun 'clearing out' the Strait of Hormuz. * The statement coincides with Iran peace talks. * Maritime tracking shows US warship USS Michael Murphy transited through the Strait. * Iranian military claims the vessel turned back after warning, US official denies. * The event highlights tensions and military activity in the Strait of Hormuz.
442. https://nosi.org/2026/04/11/a-temporary-corridor-strategy-for-hormuz/ - * The Strait of Hormuz does not need to be made safe, but governable, to reopen global shipping. * The US has begun striking Iranian military targets, including on Kharg Island. * The main challenge is restoring predictable commercial transit without regional conflict. * A temporary defended transit corridor is proposed, with naval, airborne, and land-based protections. * The corridor aims to provide a narrow, defendable passage through the strait.
443. https://www.ndtv.com/world-news/2-us-warships-cross-strait-of-hormuz-in-first-such-transit-since-iran-war-began-11343972 - * Two US warships passed through the Strait of Hormuz, the first such transit since the start of the Iran war.
444. https://www.naijanews.com/2026/04/11/nigerian-military-illegal-crude-oil-300-million/ - * The Joint Task Force South Operation Delta Safe in Nigeria intercepts vessels carrying illegal crude oil. * The illegal crude oil is valued at approximately $300 million. * The interception is part of security operations against illegal oil activities. * Details of the operation were made available to Naija News. * The incident involves security and energy sectors in Nigeria.
445. https://www.ndtvprofit.com/world/us-navy-ships-crossed-strait-of-hormuz-on-saturday-report-says-11344029 - *Several US navy ships crossed the Strait of Hormuz on Saturday, according to a US official. *The event was not coordinated with Iran, the first since the start of the conflict. *A US destroyer was seen moving from Fujairah towards the waterway. *Iran's armed forces monitored the vessel and conveyed warnings via Pakistani mediators. *The US vessel returned after Tehran warned it would be targeted. *Pakistan is mediating peace talks between the US and Iran during a ceasefire.
446. https://egyptian-gazette.com/world/trump-says-us-forces-are-clearing-strait-of-hormuz/ - * Donald Trump posts that US military is 'clearing' the Strait of Hormuz. * Iran’s 28 minelaying ships are reportedly sunk. * US naval ships are present in the strait amid tense relations. * The Strait of Hormuz is a critical global oil conduit, disrupted due to Iranian threats. * US and Iran are engaged in talks hosted by Pakistan, amidst a fragile ceasefire.
447. https://egyptian-gazette.com/world/trump-says-us-forces-are-clearing-strait-of-hormuz/ - * US President Donald Trump posts that US military has begun clearing the Strait of Hormuz. * Trump states all 28 of Iran’s minelaying ships have been sunk. * Reports of US naval ships in the strait emerge prior to Trump's post. * The Strait of Hormuz is a critical conduit for global oil supplies, disrupted by Iranian threats. * US-Iran talks hosted by Pakistan take place amid fragile ceasefire in the conflict.
448. https://en.yna.co.kr/view/AEN20260411002300315 - * U.S. President Donald Trump announced the start of efforts to clear the Strait of Hormuz to aid energy-dependent countries. * The remarks were made via social media, referring to efforts to reopen the strait disrupted by Iran's attacks. * Trump criticised allies, including South Korea, Japan, and NATO members, for not assisting in securing the waterway. * The context includes ongoing negotiations between Washington and Tehran and concerns over traffic disruptions and regional conflicts.
449. https://www.aol.com/dow-slides-nearly-800-points-203121097.html - * Stocks dropped following the Federal Reserve policy meeting on March 18, with no change to interest rates. * The Dow and S&P 500 hit their lowest since November; the Nasdaq declined 1.5%. * Bond yields increased as inflation expectations rose. * Brent crude oil rose nearly 6%, and gas prices increased to $3.86 per gallon. * Fed Chair Jerome Powell cited war in Iran and oil prices as key factors for policy stance.
450. https://index.hu/kulfold/2026/04/11/nemetorszag-olajvezetek-szabotazs-olaszorszag-koolajfinomito/ - * Egy olaszországi szabotázsakció miatt a Transzalpesi olajvezeték leállt, veszélyeztetve Dél-Németország energiaellátását. * Március végén három napon keresztül nem érkezett nyersolaj a német finomítókba a szabotázs miatt. * Egy szivattyúállomás elleni támadás az olasz Alpokban okozta a kiesést, az olasz szervekkel kapcsolatban állnak a hatóságok. * A német finomítók tartalékokra támaszkodtak, az erőforrások azonban komoly figyelmeztetésként szolgálnak. * A támadás érzékeny időszakban történt, és stresszt okoz az olaj- és dízelpiacon, miközben Németország importkitettsége magas és az árak emelkednek.
451. https://www.middleeastmonitor.com/20260411-us-clearing-out-strait-of-hormuz-trump/ - *The US has started operations to clear the Strait of Hormuz, a critical global shipping route.* *US President Donald Trump announced the action on Saturday.* *Trump stated sea mines are the remaining threat, with Iran’s mine-laying vessels destroyed.* *The operation aims to facilitate global shipping, including countries like China, Japan, South Korea, France, and Germany.* *This development occurs amidst ongoing US-Iran talks in Islamabad."
452. https://www.vietnamplus.vn/xuat-khau-dau-cua-my-tang-vot-giua-cuoc-khung-hoang-o-trung-dong-post1104326.vnp - * Data from Bloomberg on 11/4 shows over 60 VLCC ships heading to the US Gulf Coast, marking increased US export activity during Middle East disruptions. * The movement of these ships could transport over 120 million barrels of oil, amid ongoing reduced flow through the Strait of Hormuz. * US crude oil exports are projected to reach a record 4.9 million barrels per day by April 2026. * Oil product exports from the US also hit historic highs in March 2026, including diesel, gasoline, and jet fuel. * The crisis in the Middle East since late February 2026 led to significant reductions in shipping through Hormuz, causing delays and high transportation costs.
453. https://www.gazetaprawna.pl/wiadomosci/swiat/artykuly/11231688,trump-oglosil-wazna-operacje-w-ciesninie-ormuz-zapowiada-oczyszczani.html - * Trump announces that an operation has started in the Strait of Hormuz, involving international actions. * The operation aims to neutralise Iranian-placed sea mines, considered the main threat to merchant ships. * Several US warships have transited the region without Iranian coordination to demonstrate US commitment to free navigation. * The Strait of Hormuz is a key global oil transit point, with a significant share of world oil passing through daily. * Trump claims Iran's offensive maritime capabilities have been significantly degraded, impacting regional stability and global energy markets.
454. https://nypost.com/2026/04/11/world-news/iran-threatens-to-attack-any-us-navy-ships-that-enter-the-strait-of-hormuz/ - * Iran issued a threat to attack US Navy ships that enter the Strait of Hormuz. * The warning was made after US vessels crossed the channel, first time since the war broke out. * Tehran informed Pakistani mediators that if vessels continue to move, they will be targeted within 30 minutes. * The move by US vessels was not coordinated with Iran. * The incident heightens tensions in the region.
455. https://www.devdiscourse.com/article/headlines/3870712-supertankers-make-historic-voyage-through-strait-of-hormuz - * Three supertankers transited the Strait of Hormuz on Saturday, the first such movement since the US-Iran ceasefire. * Vessels included the Liberia-flagged VLCC Serifos and China-flagged VLCCs Cospearl Lake and He Rong Hai. * The passage circumvented Iran's blockade of the strait, a key route for oil and LNG traffic. * The tankers were chartered by Sinopec, carrying oil from Saudi Arabia, UAE, and Iraq destined for Malaysia. * The development signals a potential shift in regional geopolitical dynamics and highlights the strait’s importance for global energy markets.
456. https://www.iltempo.it/esteri/2026/04/11/news/donald-trump-annuncia-flotta-petroliere-verso-stati-uniti-petrolio-gas-47229372/ - * Donald Trump announces a fleet of mostly large, empty tankers heading to the United States to load oil and gas, with rapid delivery expected. * Trump claims the US possesses more high-quality oil than the two largest oil-producing nations combined. * The article also reports concerns over the Strait of Hormuz remaining closed and the potential impact on fuel supplies, with Trump mentioning ongoing negotiations with Iran. * Trump states the Strait of Hormuz will become operational "in the not-too-distant future" and refers to alternative energy routes. * The article highlights global maritime traffic heading towards the US for oil, amid geopolitical tensions.
457. https://jacobin.com/2026/04/trump-china-iran-resource-competition-war/ - * The article describes the escalation of US and Israeli military actions against Iran in 2026, including a joint surprise strike that kills Khamenei. * It details the geopolitical and economic conflicts between the US, China, and Iran, focusing on control of critical supply chains such as rare earths, oil, and maritime chokepoints. * The article highlights China's dominance in rare earth minerals, the US-China trade and technology wars, and the strategic responses by the US including sanctions and military manoeuvres. * It discusses the strategic importance of oil routes, notably the Strait of Hormuz, and US efforts to control oil supplies by potential regime change and pipeline plans. * Iran’s control of the Strait of Hormuz with drone warfare, and the resulting impact on shipping lanes and currency, exemplify the wider geopolitical tensions.
458. https://www.thejournal.ie/fuel-shortages-ireland-7009842-Apr2026/ - * Over 600 fuel stations in Ireland faced fuel shortages due to blockades at fuel terminals and oil refinery disruptions.* The blockade at Whitegate oil refinery and fuel terminals in Foynes and Galway Harbour caused supply interruptions.* The disruptions began with delays at ports, with a tanker at Galway Harbour unable to land.* The CEO of Fuels for Ireland, Kevin McPartlan, warned if blockades persist past Monday, fuel availability cannot be guaranteed nationwide.* Only about 25% of normal daily deliveries have been made during ongoing protests.* Restoring normal supply could take up to a month if disruptions continue or worsen.* The situation is exacerbating existing supply issues amid a wider oil crisis.
459. https://www.actionforex.com/action-insight/market-overview/weekly-report/636557-dollar-at-risk-of-sharp-selloff-if-markets-front-run-islamabad-accord-on-progress-in-us-iran-talks/ - * Markets are focused on Islamabad talks between the United States and Iran, with potential outcomes impacting energy markets, inflation, and risk sentiment. * Three scenarios are discussed: breakdown, freeze, or framework, each with distinct market implications. * A credible framework could lead to risk-on momentum, falling oil prices, and a market-driven selloff in the Dollar. * Widening policy divergence, especially between the Fed and other central banks, would support Dollar downside. * FX markets could see gains in AUD/USD and EUR/USD under de-escalation scenarios. * The S&P 500 remains on an uptrend, while the Dollar Index risks a renewed downtrend.
460. https://www.india.com/news/world/new-crisis-in-hormuz-iran-wont-be-able-to-open-the-strait-even-if-it-wanted-to-the-reason-is-explosive-quite-literally-tehran-islamabad-abbas-araghchi-jd-vance-lng-irgc-8376973/ - * Iran cannot fully reopen the Strait of Hormuz because many naval mines laid last month are unlocated and drifted due to ocean currents. * The mines were deployed during conflict but not systematically documented, creating a technical challenge for removal. * US officials confirm Iran's limited capacity to locate and clear the mines, which threatens global oil and LNG supplies. * Approximately 20% of the world's oil and LNG pass through the Strait, affecting global energy markets. * UK has the technology to assist Iran in mine clearance; Iran has kept a limited safe passage open.
461. https://economictimes.indiatimes.com/news/international/global-trends/hormuz-sees-fresh-activity-three-oil-supertankers-appear-to-make-move-through-strait-as-usiran-talks-begin/articleshow/130189108.cms - * Three oil supertankers are navigating through the Strait of Hormuz, signalling a potential revival in maritime shipping following weeks of disruption caused by US–Iran tensions. * Two Chinese vessels carrying crude oil and a Greek tanker are involved, with the transit marking the busiest since early March. * Iran has reportedly permitted vessels to pass after a fragile ceasefire between Washington and Tehran. * Diplomatic talks between US and Iran delegations are underway in Islamabad, with tensions and competing proposals on regional security and sanctions. * The reopening of the Strait and ongoing negotiations are critical for global oil supply stability and geopolitical tensions.
462. https://investinglive.com/news/us-military-ships-enter-hormuz-trump-says-theyre-cleaning-out-the-mines-20260411/ - * US navy ships pass through Hormuz amid Iranian mine threat. * US President Trump states they are clearing out mines in Hormuz. * Iran claims mines prevent opening Hormuz; US contests this. * US talks with Iran begin in Islamabad. * Trump highlights that tankers are headed to the US for oil, potentially raising US oil and gasoline prices.
463. https://leadership.ng/jp-morgan-warns-of-global-crude-oil-price-hike-as-events-in-strait-of-hormuz-remain-uncertain/ - * JP Morgan predicts a potential oil price increase if vessel traffic through the Strait of Hormuz takes until July to fully recover. * Despite a ceasefire, traffic remains restricted and under Iranian control, with no return to open navigation. * Market expects partial traffic restoration by May, full by June, but full recovery by July could push prices up by $15 to $20 per barrel. * Oil prices are already trading at $95–97 per barrel; Goldman Sachs forecasts averages above $100 if the Strait remains mostly shut for another month. * Uncertainties in Iran-US negotiations influence oil price outlooks.
464. https://politicalwire.com/2026/04/11/the-era-of-free-seas-is-unraveling/ - * The Wall Street Journal reports a disruption to global trade system over six weeks due to Iran-United States conflict. * The Strait of Hormuz, a key maritime waterway, is now considered a symbol of global disorder. * Approximately 20,000 sailors are effectively held hostage at sea amid Iran-US tensions. * Iran has indicated it would control ship movements through the strait, impacting oil transportation. * The US Navy observes these developments, indicating a shift in naval dominance in the region.
465. https://www.india.com/news/world/new-crisis-in-hormuz-iran-wont-be-able-to-open-the-strait-even-if-it-wanted-to-the-reason-is-explosive-quite-literally-tehran-islamabad-abbas-araghchi-jd-vance-lng-irgc-8376973/ - • Iran cannot fully reopen the Strait of Hormuz due to undetermined naval mines. • Many mines laid last month are untracked or have drifted, posing a threat to shipping. • Iran lacks the technical capacity to remove all mines, complicating reopening plans. • US officials confirm the issue is linked to mine location; the UK has technology to assist. • The Strait of Hormuz is crucial, with 20% of global oil and LNG supplies passing through; disruptions impact global markets.
466. https://economictimes.indiatimes.com/news/international/global-trends/hormuz-sees-fresh-activity-three-oil-supertankers-appear-to-make-move-through-strait-as-usiran-talks-begin/articleshow/130189108.cms - * Three oil supertankers have navigated the Strait of Hormuz, possibly signalling a revival in shipping activity after weeks of disruption. * Two Chinese vessels carrying crude oil and a Greek tanker are involved, with the potential to mark the busiest day since early March. * Iran has reportedly allowed vessels to pass with prior permission, amid a fragile ceasefire between the US and Iran. * Diplomatic talks are underway in Islamabad, involving US and Iranian delegations, addressing sanctions, security, and control of the Strait. * The reopening of the strait is significant for global oil supply, after previous closures impacted supply chains and oil prices.
467. https://iraqidinarchat.net/giant-tankers-carrying-saudi-and-iraqi-oil-leave-the-gulf-via-the-strait-of-hormuz/ - * Three supertankers carrying crude oil from Saudi Arabia and Iraq were observed leaving the Arabian Gulf through the Strait of Hormuz on Saturday morning. * The event suggests a significant increase in oil shipments from the Middle East to the global market. * US President Donald Trump mentioned a breakthrough in the energy sector with the reopening of the Strait of Hormuz following a ceasefire between Washington and Tehran. * Shipping data showed about 12 ships passing through the Strait of Hormuz in the two days after the truce announcement. * The event signals an easing of restrictions and potential realignment of oil shipping routes.
468. https://hathalyoum.net/articles/4133382 - * Three supertankers were seen departing the Gulf via the Strait of Hormuz, carrying crude oil from Saudi Arabia and Iraq. * The departures indicate a significant increase in oil exports from the Middle East to global markets. * The movement occurs despite regional tensions and navigation risks in the Strait of Hormuz. * The Strait is a critical route, passing about 20% of global oil trade, amid ongoing US-Iran tensions. * The activity reflects regional efforts to maintain oil flow amid previous disruptions and threats.
469. https://www.thearabianstories.com/2026/04/11/us-frees-iranian-funds-in-deal-tied-to-hormuz-safety/ - * The US release of Iranian funds is connected to security guarantees for the Strait of Hormuz. * The move is linked to assurances of safe passage through the strategic shipping lane. * The Strait of Hormuz handles a significant share of global oil shipments and is a regional tension focal point. * The information was cited by Reuters from a senior Iranian source. * The development impacts regional security and international oil trade.
470. https://arynews.tv/kuwaiti-dinar-to-pakistani-rupee-rate-today-april-11-2026 - * The Kuwaiti Dinar closed slightly softer at 903.13 PKR on April 11, 2026, with limited movement from last week. * The ongoing U.S.-Israeli war with Iran has kept oil prices elevated, affecting Kuwait's operational stability as an OPEC+ producer. * Pakistani Rupee remains steady despite regional instability, supported by reserves, remittances, and IMF support. * Elevated oil prices continue to influence Pakistan's energy costs and trade deficit. * The Dinar's rate is expected to stay sensitive to new regional developments and oil price fluctuations.
471. https://internewscast.com/news/us/historic-passage-us-navy-ships-navigate-strait-of-hormuz-amidst-iran-conflict-tensions/ - * U.S. Navy ships traversed the Strait of Hormuz for the first time since hostilities with Iran began. * The operation took place on Saturday, independently of Iran, according to intelligence sources. * President Trump confirmed the move, stating Iran is “losing” and describing the manoeuvre as a step to secure the strait. * Trump announced the process of clearing the strait as a favour to countries including China, Japan, South Korea, France, and Germany. * He also mentioned oil tankers from various countries are en route to the US amid the tensions.
472. https://www.ilfattoquotidiano.it/2026/04/11/stretto-hormuz-mine-iran-navi-usa-news/8352508/ - * US Navy ships crossed the Strait of Hormuz without Iran's agreement for the first time since the start of the war. * The event occurred during negotiations in Islamabad and was reported by journalist Barack Ravid, citing US officials. * US President Donald Trump stated Iran's navy and air force are destroyed, and the only threat remaining is mines in the water. * Iran has mined the strait, but cannot locate or remove all mines, preventing increased maritime traffic. * US officials indicated Iran's inability to comply with US requests is complicating peace negotiations in Pakistan.
473. https://www.dailymail.co.uk/news/article-15724531/Iran-peace-talks-underway-Trump-says-America-loaded-oil-mentions-alternatives-blockaded-Strait-Hormuz.html - * President Donald Trump announced that official peace talks with Iran have started in Islamabad. * Trump claimed that US and allied forces have effectively neutralised Iran's military forces and leadership. * He highlighted America's abundant domestic oil supply and the global anxiety over the blockaded Strait of Hormuz. * Trump suggested that alternative routes could bypass the Strait, with predictions it will open in the future. * Iran requested a 'definitive end to conflicts' and guarantees over the Strait, while US and Iranian officials hold high-stakes negotiations.
474. https://philnews.ph/2026/04/11/iran-firm-not-surrendering-power-controlling-strait-of-hormuz/ - * Iran's Supreme Leader Mojtaba Khamenei states Iran will not surrender control of the Strait of Hormuz. * The Middle East war began after US and Israeli airstrikes killed many Iranians, leading Iran to ban US and Israeli vessels from passing through the Strait. * Iran warns oil prices could reach $200 per barrel. * US President Donald Trump announced a 2-week ceasefire and claimed their military achieved all goals. * Iran plans to impose a new chapter of control over the waterway, which handles 20% of global oil supply.
475. https://www.nationalheraldindia.com/international/trumps-hormuz-statement-rattles-ceasefire-hopes-world-watches-talks - * The US and Iran are preparing for ceasefire talks in Islamabad amid ongoing tensions. * US President Trump criticised Iran's proposals and accused Tehran of obstructing shipping through the Strait of Hormuz. * Iran has laid down preconditions for talks, including the release of frozen assets. * Pakistani Prime Minister Shehbaz Sharif described the talks as a “do-or-die” moment. * Disruptions in the Strait of Hormuz have driven up global oil prices and increased economic concerns.
476. https://makinghistorycomealive.substack.com/p/making-history-come-alive-the-strait - * The article outlines key historical events in the Strait of Hormuz from 1979 to 2023 focusing on geopolitical tensions and military actions. * It details incidents such as Iran-Iraq war, US naval operations, Iranian naval exercises, tanker attacks and seizures, and escalations following the killing of Qassem Soleimani. * The timeline highlights persistent military posturing, diplomatic efforts, and increased naval presence by the US and regional allies. * The region's tensions affect global oil transportation routes and security measures have been increased in response.
477. https://hathalyoum.net/articles/4133382 - * Three supertankers carrying crude oil from Saudi Arabia and Iraq were observed crossing the Strait of Hormuz, indicating increased oil exports from the Middle East. * The departure coincided with heightened regional tensions and navigation risks in the Gulf. * The Strait of Hormuz accounts for approximately 20% of global oil trade. * Despite ongoing conflicts between Iran and the US affecting maritime security, regional efforts continue to maintain oil flow to global markets.
478. https://www.businesstoday.in/world/story/best-and-sweetest-oil-trump-says-wave-of-empty-tankers-heading-to-us-amid-hormuz-tensions-525236-2026-04-11?utm_source=rssfeed - • US President Donald Trump stated that many empty oil tankers are en route to the United States. • The movement signals a shift in global energy flows amid tensions in the Middle East. • Analysts observed a surge in VLCCs toward the US Gulf Coast, linked to disruptions around the Strait of Hormuz. • The development highlights the growing importance of US crude in stabilising global markets. • Trump linked tanker movements to geopolitical shifts, mentioning Iran and ongoing diplomatic talks.
479. https://www.zerohedge.com/commodities/metal-shock-gulfs-largest-aluminum-producer-declares-force-majeure - * Emirates Global Aluminum (EGA), the Gulf's largest aluminium producer, declared force majeure following Iranian missile and drone strikes that damaged its Al Taweelah smelter. * EGA, owned by Mubadala Investment Company and the Investment Corporation of Dubai, reported 2.83 million tons of cast metal sales in 2025. * The outage signals supply chain disruptions and has contributed to a 50% increase in LME aluminium futures over the past year. * The incident adds to existing pressures from the closure of the Strait of Hormuz, potentially causing broader production cuts and higher prices.
480. https://www.ilfattoquotidiano.it/2026/04/11/stretto-hormuz-mine-iran-navi-usa-news/8352508/ - * For the first time since the start of the war, US Navy ships crossed the Hormuz Strait without Iran's consent, according to unconfirmed sources. * The crossing occurred during negotiations in Islamabad and amidst statements from Donald Trump about Iran's military capabilities. * Iran has been unable to locate and remove all mines in the strait, complicating maritime traffic and peace negotiations. * Iran used small vessels to mine the strait last month, leaving a limited passage for paying ships, with inexact mine positions due to disordered placement. * US officials highlight the mine threat as a key obstacle in Iranian navigation and peace talks.
481. https://leadership.ng/jp-morgan-warns-of-global-crude-oil-price-hike-as-events-in-strait-of-hormuz-remain-uncertain/ - * JP Morgan predicts potential oil price increase up to $15-$20 per barrel if the Strait of Hormuz reopens gradually by July. * Despite a ceasefire, traffic through the Strait remains restricted and controlled by Iran’s IRGC. * Market expects partial flow restoration by May and full by June, with possible price spikes. * Goldman Sachs warns Brent Crude could average over $100 per barrel if shutdown persists for another month. * Oil benchmarks traded at $95-97 per barrel early on Friday.
482. https://arynews.tv/us-drivers-cut-back-as-iran-war-pushes-fuel-costs-higher - * The Iran war is causing record-high fuel prices in the US, with gasoline at $4.99 per gallon and diesel at $5.67. * Consumers cut back on trips and shifted to electric vehicles due to higher fuel costs. * The war has disrupted oil supply, with significant damage to Middle Eastern refining capacity and a shipping blockade. * Fuel prices are impacting US politics, affecting approval ratings and election decisions. * Demand destruction is evident, with gasoline demand down 9% and increased pawn loan transactions.
483. https://mediaindonesia.com/internasional/878588/dubes-iran-beberkan-alasan-kapal-tanker-pertamina-tertahan-di-selat-hormuz - * Iranian ambassador Mohammad Boroujerdi states Pertamina's tanker still undergoing negotiations with Iranian authorities due to regional security instability, as of April 11, 2026. * The vessel's passage requires adherence to military protocols, especially during wartime, including negotiations. * Iran's IRGC has established alternative maritime routes in the Gulf due to mine risks, but these remain inaccessible due to ongoing mine clearance. * Indonesia's Foreign Ministry reports Iran has responded positively to a plea for safe passage, but the timing of clearance remains uncertain. * Two Pertamina tankers, Pride and Gamsunoro, are still located near Al Jubail, Saudi Arabia, and Dubai, UAE respectively, as of April 10, 2026.
484. https://philnews.ph/2026/04/11/iran-firm-not-surrendering-power-controlling-strait-of-hormuz/ - ['*Iranian leader Mojtaba Khamenei states they will not surrender control of the Strait of Hormuz.', '*The Strait of Hormuz is a vital passage for 20% of global oil supply.', '*The US and Iran agreed to a 2-week ceasefire, with Iran emphasising its firm stance on control.', '*U.S. President Donald Trump justifies the ceasefire and claims military aims are achieved.', '*Oil prices have dropped following the ceasefire and tensions over the Strait.']
485. https://indianexpress.com/article/world/iran-strait-of-hormuz-mines-islamabad-peace-talks-us-jd-vance-10631161/ - ['* Iran deployed mines in the Strait of Hormuz and cannot locate all of them due to poor mapping and drifting devices.', '* The issue hampers efforts to reopen the waterway for shipping.', '* High-stakes talks in Islamabad link reopening the strait to a pause in hostilities.', '* Washington urges Tehran to reopen the route, but Iran cites "technical limitations" in clearing waters.']
486. https://makinghistorycomealive.substack.com/p/making-history-come-alive-the-strait - * The article provides a timeline of key events related to tensions in the Strait of Hormuz from 1979 to 2023. * Highlights include military operations, naval escalations, sanctions, tankers attacks, seizures, and diplomatic efforts. * The content focuses on geopolitical tensions affecting shipping, oil transportation, and maritime security in the region. * The region's strategic importance for oil routes and ongoing conflicts are emphasised.
487. https://hathalyoum.net/articles/4133382 - * Three giant oil tankers are observed departing the Gulf via the Strait of Hormuz, carrying crude oil from Saudi Arabia and Iraq. * The departure indicates an increase in oil exports despite regional tensions and navigation risks. * The event occurs amid ongoing tensions in Strait of Hormuz due to Iran-US conflict, affecting maritime security. * Approximately 20% of global oil trade passes through the Strait, and recent movements suggest efforts to maintain oil flow amid disruptions.
488. https://www.businesstoday.in/world/story/best-and-sweetest-oil-trump-says-wave-of-empty-tankers-heading-to-us-amid-hormuz-tensions-525236-2026-04-11?utm_source=rssfeed - * US President Donald Trump reported a surge in empty oil tankers heading to the US, indicating changes in global energy flows. * The trend is linked to disruptions around the Strait of Hormuz and increased US crude exports. * Analyst Rory Johnston noted a rise in VLCCs moving toward the US Gulf Coast, reflecting tighter supply conditions. * Trump highlighted US energy reserves and the quality of its crude, amid geopolitical shifts including tensions with Iran.
489. https://www.fool.com/investing/2026/04/11/heres-what-the-futures-markets-are-saying-about-oi/ - * The oil futures market indicates a market in backwardation, reflecting current supply disruption due to the Strait of Hormuz blockage. * The futures curve suggests the market expects the disruption to be temporary and to be resolved soon. * Almost 34% of global crude oil trade flows through the Strait of Hormuz. * The market's optimistic outlook is supported by Iran's peace plan and the US and Asian countries' desire for reopening the strait. * Despite temporary ceasefire, the conflict remains unresolved, and securities linked to energy stocks are considered attractive for investment.
490. https://nypost.com/2026/04/11/world-news/us-navy-ships-cross-strait-of-hormuz-for-first-time-since-start-of-iran-war-report/ - * US Navy ships crossed the Strait of Hormuz for the first time since the start of the war with Iran, according to reports. * The crossing occurred on Saturday without coordination with Iran. * President Trump announced the passage on Truth Social, stating Iran was 'losing big'. * Trump mentioned the process of clearing the Strait as a favour to various countries, including China, Japan, South Korea, France, and Germany. * The event coincides with negotiations between the US and Iran in Pakistan.
491. https://internewscast.com/news/us/historic-passage-us-navy-ships-navigate-strait-of-hormuz-amidst-iran-conflict-tensions/ - * US Navy ships traversed the Strait of Hormuz for the first time since hostilities with Iran began. * The move was undertaken independently of Iran, confirmed by Israeli journalist Barak Ravid. * President Trump publicly announced the manoeuvre, framing it as a strategic victory. * Trump stated the US is clearing the Strait for countries including China, Japan, South Korea, France, and Germany. * The movement coincides with ongoing negotiations between the US and Iran in Pakistan.
492. https://www.ilfattoquotidiano.it/2026/04/11/stretto-hormuz-mine-iran-navi-usa-news/8352508/ - * US Navy ships have crossed the Strait of Hormuz without Iran's approval, a first since the war began, according to unconfirmed reports. * The crossing occurs amid ongoing negotiations in Islamabad and statements from Donald Trump about Iran's military damage. * Iran has laid mines in the strait to threaten maritime traffic, but cannot locate or remove all the mines. * US officials indicate Iran's inability to ensure free passage is due to difficulties in locating and removing mines. * Iran used small boats to mine the strait last month, leaving a narrow transit route open for paying ships, with potential collision risks. * It is unclear whether Iran has documented the exact locations of all mines, some of which can drift or move.
493. https://www.peoplenews.tw/articles/lifestyle/26143 - * Taiwan's CPC and Ministry of Economic Affairs activate alternative oil supply routes due to a stuck 2 million barrel crude oil tanker in Hormuz Strait. * The oil tanker’s passage is uncertain; alternative plans include importing via the Red Sea with Saudi cooperation. * Taiwan's petrochemical sector increases production, including 12.5 billion plastic bags and raw materials for packaging. * Efforts aim to secure oil and gas supplies through non-Middle East sources amid geopolitical tensions. * Taiwan's government and industry respond to potential supply disruptions with strategic adjustments and stockpiling.
494. https://mezha.net/eng/bukvy/ukraine_envoy_says/ - * Ukraine’s envoy on sanctions, Vladyslav Vlasyuk, states Russia’s oil export revenues fell by about $1.7 billion due to sanctions limiting port shipments. * Blocked shipments from Baltic ports and Novorossiysk halted oil flows; since April 4, no tanker has entered or left these ports. * Russia’s oil revenues were around $9 billion in February and partially recovered to approximately $12 billion in March. * Russia has begun escorting shadow fleet tankers with warships, considered an escalation, with UK and other allies mulling detention options. * Two vessels, Sea Owl and Caffa, were detained in Sweden for violations; France raised penalties for violations of maritime sanctions.
495. https://www.arkansasonline.com/news/2026/apr/11/inflation-spike-creates-weighty-hurdles-for-fed/ - * The largest monthly increase in gas prices in six decades caused a sharp rise in inflation in March, influenced by the Iran war. * Consumer prices rose 3.3% in March from a year earlier, with energy components contributing significantly. * The energy index increased nearly 11%, led by a 21% surge in gasoline prices, which accounted for nearly three-quarters of March’s price rise. * The Federal Reserve is expected to delay interest rate cuts amid rising inflation and consumer sentiment declining to record lows. * Fuel costs impact various sectors, including airlines, logistics, and groceries, with prices expected to rise further.
496. https://www.analyticsinsight.net/startups/startups-in-2026-how-global-conflicts-and-energy-trends-will-reshape-innovation - - The conflict in the Middle East has created a 'global but asymmetric' shock affecting energy markets and supply chains. - Nearly 30% of the world’s oil and 20% of liquefied natural gas pass through the Strait of Hormuz. - Energy-importing startups in Europe and Asia face increased operational taxes due to rising fuel prices. - Supply chains for materials like fertiliser, nickel, and helium are reshaping, affecting semiconductor and electric-vehicle battery production. - Startups face issues obtaining affordable chips and energy for their hardware and servers.
497. https://finance.yahoo.com/markets/stocks/articles/stock-market-biggest-tailwind-fading-123453709.html - * Delta Air Lines reported Q1 revenue of $14.2B with increased fuel costs, forecasting lower Q2 earnings. * Dow’s net sales of $40B in 2025 were impacted by elevated oil prices raising feedstock costs. * Frontline benefits from shipping rate surges around the Strait of Hormuz amid disruptions. * US crude output is forecast to decline in 2026, with Brent crude prices rising toward $115 per barrel. * The energy production surge under Trump is fading, erasing the previous cost relief that supported stocks. * Lower energy costs had been a key tailwind for the stock market, but this is now reversing.
498. https://mezha.net/eng/bukvy/ukraine_envoy_says/ - ['* Ukraine’s envoy on sanctions policy states Russia’s oil export revenues declined by about $1.7 billion due to sanctions affecting port shipments.', '* Blocked shipments from Baltic ports and Novorossiysk halted oil flows, with no tanker movements since April 4.', '* Russia has begun escorting shadow fleet tankers with warships; two vessels have been detained in Sweden.', '* The situation indicates lasting sanctions impact on Russian exports and global energy markets, with increased control over shipping logistics.', '* France raised penalties for maritime sanctions violations, intensifying pressure on Russia’s shadow fleet.']
499. https://www.cityam.com/oil-prices-could-race-past-150-as-ceasefire-in-difficult-phase/ - • Oil prices may exceed $150 per barrel if trade flows through the Strait of Hormuz remain disrupted. • The US-Iran ceasefire is in a 'difficult phase', raising concerns about regional trade. • Brent crude's current price is around $94, with potential to reach $170 if disruptions persist. • Market pricing shows complacency despite geopolitical tensions. • Economists warn of recession if oil prices surpass $150.
500. https://thearabianpost.com/qatar-and-india-shore-up-energy-ties/ - * Qatar and India reaffirm energy cooperation, emphasising supply security during April talks in Doha. * QatarEnergy committed to remain a reliable energy supplier, including LNG, amid ongoing regional disruptions. * India depends on imports for about half of its natural gas needs; recent supply constraints have affected terminals. * Qatar plans to expand LNG capacity to 126 million tonnes annually by 2027 and signed a long-term supply agreement with India for 7.5 million tonnes per year. * Disruptions at Gulf energy facilities and passage through the Strait of Hormuz impact regional supply and prices.