Sources

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Oil Shock Monitor KB

2026-07

All Pages — Oil Shock Monitor KB 2026-07-21

2026-06

IndexBox/Wood Mackenzie: Brent Crude Price Outlook — US-Iran MoU Eases Strait of Hormuz Crisis 2026-06-24 · Alan Gelder, Andrew Harbourne

CNBC: Brent Oil Falls Below $75 — Lowest Since Before the US-Israel War 2026-06-24 · Spencer Kimball

CNBC: Shipping Stalls in Strait of Hormuz After Iran Declares Closure Again 2026-06-22 · Anniek Bao, Spencer Kimball

Al Jazeera: Oil Prices Rise as Lebanon Fighting Erupts and Hormuz Traffic Still Slow 2026-06-19

Forbes: The Oil Market Canceled The Hormuz Crisis Before The Ceasefire 2026-06-18 · George Calhoun

Deutsche Bank — Commodities 2026: The Hormuz Factor 2026-06-18 · Saad Rahim (Trafigura Chief Economist), Kona Haque (EIU), Deutsche Bank

Reuters — Hormuz Reopening to Release 93 Million Barrels of Stranded Oil 2026-06-18 · Reuters / Kpler

Lloyd's List Intelligence — Hormuz Reopening: Phased Restart 2026-06-17 · Adam Sharpe (VP Editorial, Lloyd's List Intelligence)

Windward: U.S. and Iran Agree to End Hormuz Conflict — A Cautious Reopening 2026-06-16 · Windward Intelligence Team

Amena Bakr (Kpler) — Mine Clearance Timeline via PBS NewsHour 2026-06-15 · Amena Bakr (Head of Middle East, Kpler)

The Guardian — Oil and Gas Unlikely to Return to Prewar Prices for Months 2026-06-15 · The Guardian

OIES 'Beyond Crude' Podcast — Hormuz Disruption Effects on Oil Products Markets 2026-06-12 · Bassam Fattouh with Neil Fleming (Argus) and Aldric Chew (Argus Media)

India Urea Tender at $530/t — Down 44% from April ($947/t) 2026-06-11 · @JavierBlas (Bloomberg energy/agriculture journalist)

Trump / Project Freedom — 100M Barrels Moving Through Hormuz 2026-06-11 · @mercoglianos

Europe Jet Fuel Crisis - Kyle Bass Warning 2026-06-05 · Kyle Bass (@Jkylebass)

Backwards Looking — Doomberg on the Paper-Physical Disconnect and Extreme Backwardation 2026-06-04 · Doomberg

Q3: What Does the Physical Supply Reduction Mean for Europe? 2026-06-01

Q2: What Price Impact Will This Supply Reduction Have? 2026-06-01

Q1: How Long and How Deep Will the Energy Supply Destruction Be? 2026-06-01

2026-05

HFI Research — Public Memo: I Can't Believe We Are Doing This 2026-05-07

2026-04

Petrochemical Supply Chain Q&A — Deep Dive 2026-04-30

Oil analyst guarantees next few months 'will be an ongoing, absolute disaster' even if Hormuz opens 2026-04-24

Petrochemical Supply Chain Timeline: 6 Months to 2 Years 2026-04-17

Petrochemicals in the US — Peter Zeihan (Transcript) 2026-04-17

Petrochemicals — Global Supply Chain Under Pressure 2026-04-17

EIA Short-Term Energy Outlook — April 2026 2026-04-09

Dallas Fed Economics: What the Closure of the Strait of Hormuz Means for the Global Economy 2026-04-09

2026-03

The Iran War Is Reshaping Asia's Energy Security Strategies 2026-03-26