Special Edition: Iran Conflict – Market Update Key Takeaways: Market Impacts: 1) Hormuz disruption risk → global crude risk premium + delivered-cost shock Mechanism: Shipping/insurance constraints will curb Gulf exports and have raised seaborne delivered costs. The direct U.S. impact often comes through higher global benchmarks (Brent) and a wider Brent–WTI spread, which lifts replacement costs for products […]
Read MoreFueling Intelligence Special Edition- Iran Conflict: Hormuz Disruption Risk, Refined Products, Freight + War-Risk, Regional (PADD) Divergence, U.S. Refinery Utilization, Policy Actions, and Tail Risk: Direct Attacks
