Hormuz

The US is demanding Iran publicly commit to halting attacks in the Hormuz Strait and abandoning tolls on ships. Washington insists no final agreement will be reached without Iran surrendering uranium, as new satellite images reveal increased activity at Iranian nuclear sites.

Turkish foreign minister Hakan Fidan urges increased international pressure on Israel to allow more humanitarian aid to Gaza. He criticized Trump’s Board of Peace for not meeting aid commitments and noted miscommunication between Iran and another party over ship navigation in the Hormuz. Fidan also warned that Israeli Prime Minister Benjamin Netanyahu’s policies risk creating external conflicts.

The US is demanding Iran publicly commit to ceasing attacks in Hormuz and abandoning tolls on ships. Trump administration officials also require Iran to surrender 'nuclear dust' for a deal, citing satellite evidence suggesting the Islamic Republic may be rebuilding nuclear facilities.

Ziemba discusses alternate pipelines as pressure in Hormuz persists. The focus is on addressing ongoing strategic challenges related to the Hormuz region.

Brent crude's 5% surge driven by renewed Hormuz strikes impacts Latin America, with energy exporters gaining while rate-sensitive entities face defensive pressure. Brazil's CPI data is expected to influence market dynamics.

Pakistan is urgently seeking an LNG cargo as attacks near Hormuz have disrupted supply. The disruption highlights vulnerabilities in energy supply chains due to regional security threats.

Goldman Sachs warns that a flare-up in the Hormuz region may delay the recovery of oil supplies. The article references oil barrels and a photographer, but no further details are provided.

The US launched a second night of strikes against Iran, with reports of refueling planes returning to the region. Iran threatened to close the Hormuz Strait, Pakistan urged restraint, and a PM noted that Hegseth canceling a visit to Israel 'could mean something.'

Trump declares the Iran ceasefire 'over' following tanker attacks near Hormuz, causing a 6% oil price surge, market declines, and divergent impacts across Latin America.

Trump declares the Memorandum of Understanding (MoU) with Iran 'over' after renewed attacks around Hormuz, calling diplomacy with Tehran 'a waste of time'. US defense chief reportedly cancels an Israel visit.

India is seeking safe passage for nine ships through the Hormuz Strait as a truce falters. The article mentions India's Prime Minister Narendra Modi on July 7.

The US conducted strikes on Iran targeting air defenses, missiles, and drone launch sites, revoking an oil sanctions waiver following attacks on tankers in Hormuz. Iran threatened a 'decisive' response, while Saudi Arabia condemned Tehran for attacking Saudi and Qatari ships.

A third ship was attacked in the Hormuz Strait within 24 hours, with Qatar blaming Iran for striking a Qatari tanker. All three vessels were traveling on an Omani-proposed coastal route that Iran has rejected, seeking to control the vital waterway.

A Qatari liquefied natural gas (LNG) tanker, Al Rekayyat, and a Saudi crude oil tanker were damaged in the Hormuz strait after the Qatari vessel was struck by a drone, causing an engine room fire. The crew of the Al Rekayyat reported the ship was disabled without engines or steering, though all personnel were safe. The incidents occurred amid ongoing Gulf tensions following the mourning period for Iran's supreme leader.

An attack on the LNG tanker LNG River Niger threatens Qatar's efforts to revive exports through the Hormuz region. Rising fuel inflation in the US is intensifying due to ongoing war-driven energy shocks.

Iran will maintain control over the Hormuz Strait, according to Treyz. The statement emphasizes Iran's continued presence in the strategic waterway.

OPEC+ is increasing oil output for a fifth consecutive month, with seven core members agreeing to add 188,000 barrels per day in August. This follows the gradual unwinding of 2023 production cuts as Hormuz shipping recovers.

Oil prices are fluctuating due to ongoing flows through the Hormuz Strait. The continued movement of oil via Hormuz is influencing market dynamics.

Iran has granted China concessions for transits through the Hormuz region. The agreement is reported in a July 2026 article titled 'The China Show'.

Pakistan has increased its liquefied natural gas (LNG) purchases as flows through the Hormuz Strait remain below recovery levels.

Oil prices dropped due to sustained flows through Hormuz and increased supply flagged by OPEC+. Saudi Aramco aims to expand into refining and chemical production to align with growing demand and support economic diversification.

A supertanker tycoon is generating significant profits through Hormuz shuttle operations. The Angola B crude oil tanker, controlled by Sinokor in 2025, is central to these activities.

Fewer ships are transiting Hormuz along Oman's coast after some vessels made U-turns. A products tanker that U-turned on Saturday attempted a Hormuz transit again on Sunday via the Omani side, alongside another products tanker and a crude carrier.

Asia is reconsidering 'just in time' supply chains after three major crises: factory closures during the pandemic, Russia's invasion of Ukraine disrupting Black Sea grain exports and energy prices, and the US-Israel war on Iran exacerbating supply chain vulnerabilities. Economists suggest these disruptions have rendered the system unsustainable.

China has called for unimpeded passage through the Hormuz Strait as discussions about fees for maritime traffic in the Gulf of Oman increase. Tankers and cargo ships are operating in the region.

Europe has shifted its stance to acknowledge that certain Hormuz fees are unavoidable. The belief indicates a potential change in policy or economic strategy related to the Hormuz region.

Japan is increasing its use of coal as a substitute for natural gas due to disruptions in liquefied natural gas (LNG) supply caused by the Hormuz situation. Coal stockpiles are visible in Takasago, Japan.

Trump claimed the US removed 22 tankers from Hormuz under heavy military protection and 'complete radio silence' during a month-and-a-half operation to prevent oil prices from surging. He asserted a 'complete military victory' over Iran, stating its military power is 'finished' and a new radar system was destroyed.

Saudi oil exports are nearing pre-war levels as shipments through the Hormuz Strait increase. Saudi ships have ramped up export volumes from Ras Tanura in recent days.

Saudi supertankers exited the Hormuz Strait in what is described as the Kingdom's largest oil flow since the Iran war truce. The event involved storage tanks and oil processing facilities in Ras Tanura.

Iran is increasing its rhetoric about controlling the Hormuz Strait ahead of upcoming talks. The article highlights heightened discussions around strategic control of the region.

Iran is demanding greater control over the Strait of Hormuz as international talks resume. The situation highlights tensions over regional authority and strategic waterway management.

Shell predicts liquefied natural gas (LNG) trade will remain flat in 2026 due to supply constraints linked to the Hormuz region. The article highlights supply challenges affecting the LNG market.

Mitchell states that clarity regarding the Hormuz toll is necessary in US-Iran negotiations. The comment highlights a specific issue in ongoing diplomatic discussions between the two countries.

Traffic through the Hormuz Strait has increased as supertankers navigate into the Persian Gulf. A cargo ship was observed near the Khor Fakkan Container Terminal in the Gulf of Oman.

Morgan Stanley has reduced its oil forecasts due to the rapid return of oil flows through the Hormuz Strait. The article also references the Shirashima National Petroleum Stockpiling Base in Japan.

Oil prices remain stable as Iran attempts to assert control over the Hormuz Strait ahead of potential negotiations with the United States. Excess wastewater in Texas's major oil field threatens the region's role in global markets and President Donald Trump's energy strategy.

Pakistan is urgently seeking LNG as a flare-up in Hormuz disrupts supply. An LNG tanker in Karachi is highlighted in the report.

Traffic through the Hormuz Strait has declined as recent vessel attacks have sparked renewed security concerns. A cargo ship in the Gulf of Oman was highlighted in the report.

Iran launched missile and drone attacks on eight US military sites in Kuwait and Bahrain following US strikes on Iranian targets. Both sides accuse each other of endangering a ceasefire, while regional tensions escalate with arrests in Iraq and a Palestinian injury in East Jerusalem.