BRENT: -
WTI: -
NAT GAS: -
EUR/USD: -
GBP/USD: -
USD/CNY: -
USD/INR: -
USD/JPY: -
HORMUZ: RE-CLOSED / Day 41 / Iran halted transit citing Israeli Lebanon strikes (254 killed) / MarineTraffic: zero transiting / 800+ trapped / Ceasefire cracking / 3 violations cited / Hezbollah resumed fire / Islamabad talks Sat
SUEZ: Normal / 5.5M bbl/d
MALACCA: Normal / 16.3M bbl/d

Emergency Alerts

Flash briefs for time-sensitive developments affecting energy markets and maritime operations.

ALERT CRITICAL April 9, 2026

Hormuz Re-Closed: Iran Halts Shipping After Israel Kills 254 in Lebanon

Iran shut the Strait of Hormuz again within hours of the ceasefire, citing Israel's massacre of 254 in Lebanon as a violation. IRGC says no ships are transiting. Hezbollah resumed rocket fire on northern Israel. Oil rebounding toward $97. Islamabad talks Saturday now the last off-ramp.

Maritime Analyst
ALERT CRITICAL April 8, 2026

Two-Week Ceasefire: Iran Agrees to Reopen Hormuz

Trump and Iran agreed to a two-week ceasefire hours before the 8 PM ET deadline. Iran will permit 'safe passage' through Hormuz under military coordination. Oil crashed 14-16%. Peace talks expected Friday in Islamabad. But Gulf states reported Iranian drone attacks hours after the announcement.

Geopolitical Strategist
ALERT CRITICAL April 7, 2026

US Strikes Kharg Island; Iran Retaliates Against Jubail Petrochemical

US hit 50+ military targets on Kharg Island, Iran's main oil export hub. Iran retaliated by striking Jubail's Sadara and ExxonMobil facilities. WTI surged to $115.8. IRGC declares all targeting restraint lifted.

Energy Strategist
ALERT CRITICAL April 6, 2026

Israel Strikes South Pars Petrochemical Complex

Israel struck Iran's South Pars petrochemical complex at Asaluyeh, targeting the Jam and Damavand facilities. Defense Minister Katz claims 85% of Iran's petrochemical exports rendered inoperative.

Energy Strategist
ALERT CRITICAL April 3, 2026

WTI Surges 11% in Biggest One-Day Jump in Six Years

WTI crude surged 11.24% to $111.54, its largest single-day gain since 2020. Brent rose 7.78% to $109.03. Markets repriced after Trump's speech promised 'extremely hard' strikes, not a ceasefire.

Energy Strategist
ALERT CRITICAL April 1, 2026

Iranian Cruise Missile Hits QatarEnergy Tanker in Qatari Waters

Three Iranian cruise missiles fired at Qatar; two intercepted, one struck QatarEnergy-chartered tanker Aqua 1 in Qatari territorial waters. 21 crew evacuated safe. Second tanker hit in 48 hours.

Maritime Analyst
ALERT CRITICAL March 31, 2026

Iranian Drone Hits Laden Kuwaiti VLCC at Dubai Anchorage

Iranian drone struck fully-laden Kuwait-flagged VLCC Al-Salmi at Dubai port anchorage. Fire erupted on hull. Oil spill risk. 24 crew safe. First loaded tanker hit at a major port in this war.

Maritime Analyst
ALERT HIGH March 28, 2026

IDF Destroys Iran's Main Sea Mine and Naval Missile Factory in Yazd

Israel struck Iran's central facility for producing sea mines and naval missiles in Yazd, dealing a significant blow to the production capability sustaining the Hormuz blockade. Part of Netanyahu's 48-hour arms industry blitz.

Defense Analyst
ALERT CRITICAL March 28, 2026

IRGC Blocks Chinese COSCO Ships, Declares Hormuz 'Closed'

Iran's IRGC Navy turned back two Chinese COSCO vessels and a Marshall Islands-flagged bulk carrier near Larak Island, declaring Hormuz closed to all hostile shipping. China's toll regime exemption appears dead.

Maritime Analyst
ALERT CRITICAL March 28, 2026

Houthis Launch First Missile at Israel, Threatening Bab el-Mandeb Bypass

Yemen's Houthis fired a ballistic missile at southern Israel, their first attack since the war began. Houthi entry threatens the Bab el-Mandeb chokepoint and Saudi Arabia's Red Sea bypass route carrying 2.5M bbl/day.

Defense Analyst
ALERT CRITICAL March 27, 2026

Israel Kills IRGC Navy Chief Tangsiri; Brent Surges to $106

Israel killed Admiral Alireza Tangsiri, architect of the Hormuz blockade, in a Bandar Abbas strike. Brent surged 13% from lows to ~$106. Iran's parliament is drafting legislation to formalize Hormuz tolls.

Maritime Analyst
ALERT HIGH March 27, 2026

Trump Extends Energy Strike Pause to April 6; Israel Orders 48-Hour Arms Blitz

Trump extended the energy infrastructure strike deadline 10 days to April 6, claiming Iran requested the pause. Israel is accelerating arms factory strikes before a potential ceasefire.

Geopolitical Strategist
ALERT CRITICAL March 26, 2026

Iran Rejects US Peace Plan, Demands Hormuz Sovereignty; Brent Hits $93

Iran formally rejected the US 15-point plan and issued a 5-point counteroffer demanding international recognition of sovereignty over the Strait of Hormuz. Brent crashed 6.8% intraday to $93.45.

Geopolitical Strategist
ALERT HIGH March 25, 2026

US 15-Point Plan Crashes Brent Below $100; Iran Formalizes Hormuz Access at UN

A US 15-point ceasefire plan sent via Pakistan crashed Brent 5-7% below $100 for the first time since mid-March, while Iran told the UN that non-hostile ships may transit Hormuz.

Geopolitical Strategist
ALERT CRITICAL March 24, 2026

US-Israeli Strikes Hit Isfahan, Khorramshahr Energy Sites Hours After Trump's Pause Pledge

Strikes targeted Iran's largest thermal power plant in Isfahan (2,500 MW) and Khorramshahr gas facilities (1,100 MW), directly contradicting Trump's stated 5-day pause on energy infrastructure attacks.

Energy Strategist
ALERT CRITICAL March 23, 2026

Trump Gives Iran 48 Hours to Open Hormuz or Power Plants Burn

Trump threatens to obliterate Iran's power plants if Hormuz not fully reopened within 48 hours. Iran responds: attack our energy and the Strait closes completely. Deadline is Monday 7:44 PM ET.

Geopolitical Strategist
ALERT HIGH March 23, 2026

Trump Postpones Power Plant Strikes 5 Days, Claims Productive Talks

Trump extends Hormuz ultimatum deadline by 5 days citing back-channel talks via Turkey, Egypt, and Pakistan. Iran denies any contact, claims Trump retreated. Brent crashes to ~$101, touching $92 intraday.

Geopolitical Strategist
ALERT CRITICAL March 21, 2026

Nuclear Escalation: US Strikes Natanz; Iran Hits Dimona

US/Israel struck Iran's Natanz enrichment facility with bunker buster bombs. Hours later, an Iranian ballistic missile hit Dimona (home to Israel's nuclear research center), wounding 47. First time nuclear facilities targeted on both sides of an active conflict.

Defense Analyst
ALERT CRITICAL March 19, 2026

US Launches Aerial Campaign to Reopen Strait of Hormuz

The US begins a dedicated aerial campaign specifically targeting Iranian assets threatening the Strait of Hormuz. Simultaneously, 22 nations declare willingness to ensure safe navigation and 6 issue a joint statement committing forces, conditional on ceasefire.

Defense Analyst
ALERT HIGH March 16, 2026

UAE Output Down More Than Half: ADNOC Implements Widespread Shut-Ins

ADNOC implements widespread production shut-ins across the UAE, cutting output by more than half. Combined Gulf production offline now exceeds 7 million barrels per day.

Energy Strategist
ALERT CRITICAL March 13, 2026

Iran Pivots to Selective Blockade: First Non-Shadow Vessel Transits Hormuz

Iran transitions from full Hormuz closure to selective blockade, allowing a Turkish LPG tanker to transit after broadcasting Muslim ownership. The Strait is being converted from an international waterway into a sovereign checkpoint.

Maritime Analyst
ALERT CRITICAL March 11, 2026

Iran Begins Mining Strait of Hormuz; Three Ships Hit in Single Day

Iran has begun laying mines in the Strait of Hormuz, converting a drone-enforced closure into a semi-permanent minefield. Three vessels struck by projectiles on March 11, the heaviest single-day attack rate since the crisis began.

Defense Analyst
ALERT CRITICAL March 10, 2026

G7/IEA Authorize Largest-Ever Emergency Oil Release; Brent Crashes 10% to $88

G7 and IEA authorize coordinated release of 300-400M barrels from strategic reserves, the largest intervention in IEA's 52-year history. Brent crashes from $110 to ~$88.60.

Energy Strategist
ALERT HIGH March 9, 2026

France Deploys Carrier-Led Naval Coalition to Reopen Hormuz Transit

France deploying Charles de Gaulle carrier group with allied frigates to escort commercial vessels through Hormuz.

Defense Analyst
ALERT HIGH March 8, 2026

Iran's Assembly of Experts Elects Mojtaba Khamenei as Supreme Leader

Dynastic succession in Iran. Mojtaba Khamenei elected Supreme Leader, removing near-term prospect of ceasefire.

Middle East Expert
ALERT CRITICAL March 5, 2026

Six Major P&I Clubs Cancel War-Risk Coverage for Hormuz Transit

War-risk coverage withdrawn by six P&I clubs. Premiums surged from 0.2% to 1% of hull value, making Hormuz commercially unviable.

Maritime Analyst