Strait between Iran and Oman connecting the Persian Gulf to the Arabian Sea, a critical chokepoint for roughly a fifth of global oil and LNG shipments.
Brent crude rose above $109 a barrel on Friday and WTI reached $100, its first time there since September, NBC News reported. Diesel has risen faster than gasoline in recent months, and operators carry that exposure into this quarter.
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Fujairah handled 120 ship-to-ship transfers in September, up from 80 in August, semafor.com reported, citing a person familiar with port operations. Two people who negotiated with insurers say they want six months of stable peace before cutting war premiums, so payback depends on how long the disruption lasts.
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BP expects net debt of $13.5 billion to $14.5 billion at the end of September, down from $22.3 billion in June. New chief executive Meg O'Neill sets out her strategy in New York on December 15.
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IMF says the emergency oil stocks that helped contain the US-Iran war's price shock are now depleted. Governments with high debt and deficits have little capacity to shield consumers from another jump, the fund warned.
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IMF chief Kristalina Georgieva calls AI investment a positive demand shock, with AI hardware already above 10% of global goods trade. The spending has come alongside inflationary pressure, according to cryptobriefing.com's account of her October remarks.
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DNV's tenth Energy Transition Outlook puts the five-year gain in non-fossil energy share at 2.2 points for importing regions and 0.7 for exporters. DNV links the gap to Hormuz supply risk but also credits falling solar, wind and battery costs.
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Trump ruled out US strikes on Iran before the November 3 midterms and kept the naval blockade in force. Brent still traded near $103 a barrel on Friday, and a pledge that lapses on election day returns no Iranian oil to the market.
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Brent crude rose 3.7% to $103.91 a barrel on Thursday as data showed Iran stepping up tanker attacks in Hormuz and reports of new US strikes spread. With the 10-year Treasury at 5.32%, the oil move hit equities as inflation risk and European indexes opened 0.64% to 1.06% lower.
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Glenfarne needs long-term buyers for 16 million tons of Alaska LNG a year before it can finance a project Korean pipe and ship makers hope to supply. Potential deals cover 13 million tons, mostly nonbinding, and Seoul says any money from its $350 billion US pledge depends on commercial viability.
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Brent crude rose more than 5% to over $105 a barrel Thursday as President Trump weighed renewed large-scale strikes on Iran. For operators, the decision sets how far costs climb from here, since diesel and freight had been rising for months before it.
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Kpler says about 40% of Gulf crude now leaves without crossing Hormuz, up from 17% before the war, as exports regain prewar levels. Iran's own exports are blockaded to almost nothing, and it can still strike the onshore oil assets that now carry more of the flow.
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Bitcoin fell below $83,000 as Brent crude reached $102 a barrel and US Treasury yields climbed to their highest since 2002. Oil set the timing, but the fall landed on a futures market that had shed $2.8 billion of open interest since September 22, CryptoQuant data show.
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Donald Trump has asked the Pentagon for new Iran strike options before the November 3 midterms, reversing his plan to wait until after the vote. Backers of a strike concede it would not cut gas prices before the election, Cryptopolitan reported.
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Washington said it would trade strikes for sanctions. Days later it went back to shooting. For anyone pricing a Gulf voyage, mine risk in the strait was paused last week, not eliminated, and the freight and insurance numbers will keep saying so.
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Bitcoin fell about $3,540 on Oct. 7 after reports of tanker attacks near the Strait of Hormuz, $2,000 of it in 30 minutes, as ETH slid below $2,600. Liquidated leveraged longs set the pace, so whether prices hold once that forced selling clears will show how much of the move was about oil.
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Treasury Secretary Scott Bessent says oil could settle at $40-50 a barrel once the Iran war ends, a date he says he does not know. Without that date, investors get a direction for oil, yields and mortgage rates and have to price the wait themselves.
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IMF chief Kristalina Georgieva said AI could add up to half a point a year to world growth, with investment set to match or exceed the railroads' share of GDP. The same boom lifts inflation and competes with governments for bond money, so economies outside the AI supply chain risk the higher rates without the growth.
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India's central bank raised its repo rate 25 basis points to 5.50%, its first increase since February 2023. Governor Sanjay Malhotra expects inflation near 5.8%, so the real policy rate is still negative and the open question for bond and rupee holders is how far the cycle runs.
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The Treasury secretary wants G20 partners to cut Iran ties, shrink their current account surpluses and believe that yields are heading down. Follow the flows and those three asks pull against each other.
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Saudi-backed Yemeni forces said they secured Bab el-Mandeb from the Houthis a day after launching their Dawn of Yemen offensive. Any easing of Red Sea shipping risk depends on that hold lasting, in an oil market where Iran still calls the Strait of Hormuz closed.
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