GeopoliticsHighReportedAccelerating
7.5
Iran warns Strait of Hormuz stays closed until conditions met, ready for US military response
Poslovni DnevnikLO·IR · US·1 day ago
Middle East oil exports have recovered to near pre-Iran war levels, driven by US military assistance, shuttle tankers, and pipelines that bypass the Strait of Hormuz. The rebound suggests supply resilience despite ongoing conflict, but the reliance on temporary measures leaves the market vulnerable to further disruption.
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Middle East oil exports have recovered to near pre-conflict levels, largely bypassing the Strait of Hormuz through alternative routes and US-backed security. This development significantly reduces Iran's leverage over global oil supply, though the long-term sustainability of these bypass routes and the extent of Iran's remaining influence are uncertain. Confidence in this assessment is Medium-High.