Tag: Energy Security

An attack on Saudi Arabia’s East-West pipeline removed the Hormuz bypass that kept wartime oil calm, sending Brent above $108 before a promised quick repair pulled it back. Inside the lost redundancy, the $150 demand-destruction maths and the loop into the Fed.

Missiles landed in four countries, at least eighteen people were killed in Iran and Brent rose about 5 per cent to near $95. The same 48 hours produced the largest single day of oil transit through the Strait of Hormuz since the war began. Both are true, and the gap between them is the trade.

Washington called it an economic D-Day: sanctions across Iran’s oil, aviation, shipping, gold and digital asset sectors. Brent fell 2.5 per cent and gold hit a three-month high. Inside the gap between announcing pressure and applying it.

The US says its blockade of Iranian ports can run indefinitely, drones struck two ADNOC tankers in the Strait of Hormuz, and Kharg Island has loaded nothing for a week. Inside the escalation the oil market priced at under $88 Brent, and the insurance channel that could reprice it.

Khan Capitals | July 2026 Key Takeaways Part of: The 2026 Iran Crisis – Khan Capital’s hub on the 2026 Iran crisis and oil shock. Twenty-Four Hours of Maritime Policy On Monday 13 July the United States announced it would charge the world 20 per cent of the value of any cargo passing through the…

Three tankers struck in the Strait of Hormuz, General License X revoked, and US retaliatory strikes overnight: the interim US-Iran calm broke this week, sending Brent above $76.