Intelligence Portfolio
OPEC+ is attempting to signal 'business as usual' with a modest production hike, but the UAE’s departure and the Hormuz blockade tell a different story.
Christian Rosenblum
The global energy market is in turmoil as attacks on the UAE's Fujairah hub and an IRGC blockade of the Strait of Hormuz send Brent crude past $115. Is this the 1973 embargo all over again?
The 'shipping freeze' in the Strait of Hormuz has entered a critical new phase as of May 5, 2026. Following months of stalemate, the situation has escalated into a direct military and economic confrontation between the U.S. and Iran.
Join 5,000+ institutional investors receiving our proprietary energy market analysis.