ConflictHighUnknownAccelerating
9.2
Yemen government launches major offensive against Houthis; tankers hit in Strait of Hormuz
FAZ·YE · IR·1 day ago
LNG transits through the Strait of Hormuz reached their highest level since the start of the American-Israeli-Iranian war in September, signaling a partial recovery in energy flows despite ongoing conflict. Volumes remain well below pre-war levels, indicating persistent disruption and uncertainty over the security of the chokepoint.
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LNG transits through the Strait of Hormuz reached a post-American-Israeli-Iranian war high in September and continued to rebound, indicating a partial recovery in energy flows. This suggests an easing of prior shipping disruptions, though volumes remain below pre-war levels and residual risks from regional tensions persist. Confidence in this assessment is Medium.