Daily Brief: Mar 04, 2026

Tweets: 1

Authors: @JuneGoh_Sparta

Places: Asia · Asian · Hormuz · US

Facilities: crude · refinery · storage · tank

Tweets

@JuneGoh_Sparta — Wed Mar 04 21:02:14 +0000 2026

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Q1-SUPPLY-DESTRUCTION Q2-PRICE-IMPACT Q3-EUROPE-IMPACT

• [[Dallas-Fed-Hormuz-Closure]] — closure magnitude context, 20% global supply removal
• [[WTO-Hormuz-Trade-Tracker]] — AIS tracking of near-total Hormuz transit collapse
• [[UNCTAD-Rapid-Assessment-2]] — global economic impact from trade/GDP perspective
• [[EIA-STEO-April-2026]] — official supply shut-in figures (7.5 mbd March, 9.1 mbd April)
• [[Congressional-Research-Service-Iran-Hormuz]] — pre-crisis baseline: ~27% maritime oil, ~22% LNG via Hormuz
• [[Reuters-Graphics-Hormuz]] — visual overview of closure impact, $119/b price spike, storage fill-up