Browsing Tag
Strait of Hormuz
231 posts
Shell LNG Outlook 2026: 65% demand surge by 2050 despite Hormuz shock
Shell (SHEL) LNG Outlook 2026 forecasts flat trade this year on Hormuz shock, demand up 65% to 700 mtpa by 2050. Full executive read on the LNG super-cycle.
Saudi Aramco helicopter crash kills all 14 aboard near critical Ras Tanura oil hub
Fourteen died in Saudi Aramco’s Ras Tanura helicopter crash. The cause is unknown, and any link to Gulf conflict remains unproven.
Strait of Hormuz crisis deepens as US and Iran exchange fresh attacks
The Strait of Hormuz ceasefire is cracking as United States strikes answer tanker attacks and Iran asserts control over a vital global energy route again.
US strikes Iran after Ever Lovely attack as ceasefire faces its sharpest test
US forces struck Iranian missile, drone and radar sites after the Ever Lovely attack, putting the fragile Hormuz ceasefire under severe pressure.
Ever Lovely attack explained: Why the United Nations halted Hormuz ship evacuations
A ship attack near Oman halted the United Nations Hormuz evacuation plan, exposing a dangerous dispute over Iran’s control of global energy routes.
Carnival (NYSE: CCL) Q2 FY26 print meets Iran fuel shock as PROPEL 2029 targets land
Carnival (NYSE: CCL) just printed record Q1 and launched a USD 2.5B buyback. The Iran fuel shock is the part the bull case has to absorb.
US-Iran peace deal regains momentum as Vance says Tehran accepts nuclear inspections
The US-Iran peace deal has regained momentum after Tehran reportedly accepted nuclear inspections, Hormuz safeguards and new asset mechanisms.
National Energy Services Reunited (NASDAQ: NESR) Saudi Jafurah deal anchors path to $2bn revenue run rate
NESR (NASDAQ: NESR) just printed record Q1 with 33 percent growth and a USD 2B run rate target. The Strait of Hormuz risk is the part the bulls discount.
Qatar Ras Laffan explosion kills 13 during Barzan gas plant restart
Thirteen workers died in Qatar’s Ras Laffan gas plant explosion during a restart, raising urgent questions over safety, maintenance and energy resilience.
Has the US-Iran peace deal collapsed? What the Switzerland talks reveal
The US-Iran peace deal has not formally collapsed, but an Iranian walkout, Trump’s threats and the Hormuz closure have pushed it close to failure.