Policy
Hormuz Shipping Drop: Global Trade Disrupted
Global shipping faces severe disruption six months into the U.S.-Iran war as Strait of Hormuz traffic plunges 95%. This reduction impacts crucial flows of oil, gas, and refined products, rerouting supply chains and elevating geopolitical risk for energy markets.
oil gasutilitiesclean energy
- Energy & climate policy: Lease, export, , and subsidy shifts move energy equities fast. Continued conflict and shipping disruptions in key chokepoints like Hormuz can directly impact the price and availability of oil and gas, influencing energy sector performance.
