#HormuzPushesOilTo100

#HormuzShippingCrunch Shipping activity through the Strait of Hormuz has fallen to its lowest level since May. Kpler data reportedly shows an average of only around ten commercial commodity vessels per day over the latest ten-day period. Brent crude briefly reached $98.06 per barrel on September 7 and settled near $97.31, while WTI approached $93.29 following renewed US-Iran attacks involving oil tankers.#ZECBreaksIntoTop10 #SamsungHynix10DaySupply #OracleAdobeEarnings

#HormuzPushesOilTo100 The bigger risk isn't oil touching $100. It's how long ships stay away from Hormuz 👀 Traffic has reportedly fallen to about 10 commercial vessels a day as tanker attacks push Brent near triple digits. What caught my attention is diplomacy continuing while disruption worsens. Even if a deal comes, shipping, insurance and freight may take time to normalize. That means the inflation shock could outlast the headlines and keep pressure on rates, stocks and crypto.

#CryptoTreasuryDivides Two Numbers That Matter More Than Any Chart Today $100 and 60%. Oil's grinding toward $100 as the Hormuz conflict escalates Brent's at $97.5 after US strikes on Iranian tankers. My $CL call flagged $96 as the next test; geopolitics got there faster than the technicals. Fed hike odds just climbed to 60%, up from 56% yesterday. The market is leaning. This week keeps adding pressure, not resolving it. CPI Friday answers for both.#HormuzPushesOilTo100

#CryptoTreasuryDivides Two Numbers That Matter More Than Any Chart Today $100 and 60%. Oil's grinding toward $100 as the Hormuz conflict escalates Brent's at $97.5 after US strikes on Iranian tankers. My $CL call flagged $96 as the next test; geopolitics got there faster than the technicals. Fed hike odds just climbed to 60%, up from 56% yesterday. The market is leaning. This week keeps adding pressure, not resolving it. CPI Friday answers for both.#HormuzPushesOilTo100

Just 19% chance Hormuz normalizes by the end of the year It should be sub-10% #MacroEdge

BRENT RISES 1% TO $97.92 AND WTI JUMPS 1.7% TO $93.03 AS HORMUZ FLOWS REMAIN AROUND HALF PRE-WAR LEVELS, RAISING FRESH INFLATION AND REFINED-FUEL SUPPLY RISKS.

One reason oil may have disappointed the bulls this year is that the world is simply better able to absorb an energy shock than it used to be. Economies use less energy per unit of output, supply is more diversified, and gasoline takes a smaller share of household income. Hormuz still matters enormously. Its economic leverage may just be different from the one investors learned in the 1970s.

This update will surprise many of you and the findings are not what I expected either. But the satellite imagery says what it says: the Hormuz deficit is all but gone (for now). I mapped 130+ loading berths in the Persian Gulf and Red Sea (covering 95+% of pre-war exports) and looked at loading activity visible on satellite during the 2025 baseline versus today. The results show a persistent recovery in loading activity starting in May, and current loadings much closer to normal levels than I've seen reported anywhere else. And they imply barrel counters like myself have been missing some 5+ mbpd moving through the strait. Link to the full article in the replies.

U.S. sanctions Iranian airlines in aim to tighten economic squeeze as war spreads, oil rises