Tag: Oil Prices
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The Saudi East-West Pipeline Attack: Oil Loses Its Bypass and Finds Its Ceiling
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.
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The ECB Rate Hike: 2.5% Against an Oil Shock, With the Lesson of 2022 in Hand
The ECB raised all three rates by 25 basis points, its second hike of 2026, as energy pushed euro area inflation to 3.3 per cent. Inside the projections that show core above headline by 2027, and why Frankfurt is fighting the last war on purpose.
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The Escalation Paradox: Strait of Hormuz Oil Flows Hit a Wartime Record as Brent Nears $95
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.
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“Economic D-Day”: Why Oil Fell 2.5% on the New US Sanctions on Iran
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.
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The Iran Naval Blockade Goes Indefinite: Zero Exports, Neutral Targets and a Calm Oil Market
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.
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The $16 Billion Kuwait Pipeline Deal: Private Capital Signs a 20-Year Bet Mid-Conflict
Blackstone, Brookfield and KKR have signed a $16 billion, 20.5-year lease-and-leaseback covering Kuwait’s crude pipelines: the largest foreign investment in Kuwaiti history, signed mid-conflict. Inside Project Peregrine, and what it says about how patient capital is pricing the Gulf.
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The ECB’s Hawkish Hold: Rates Stay at 2.25 Per Cent With September Live
The ECB held its deposit rate at 2.25 per cent on 23 July, six weeks after its first hike since 2023. With inflation at 2.8 per cent, growth at 0.8 per cent and Brent near $92, the September decision is being written in the Strait of Hormuz.
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The Invisible Blockade: War-Risk Insurance Is Repricing the Strait of Hormuz
War-risk insurance for a Hormuz transit has risen 1,900 per cent while Brent gained 30. Transits have halved with no fleet blockading the strait. Inside the market of a few dozen underwriters now deciding how much of the world’s oil moves.
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The Strait of Hormuz Toll That Lasted a Day
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…
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The June CPI Report: A Ceasefire Dividend the Fed Will Not Bank
Khan Capitals | July 2026 Key Takeaways Part of: The Fed’s Regime Change – Khan Capital’s hub on the Fed’s 2026 regime change. The Best Print in Years, and Nobody Cheered On paper, 14 July delivered the most encouraging inflation data the United States has seen in a long time. The consumer price index fell…