Countries
In-depth assessments of 21 countries: production, transit vulnerability, reserves, political risk.
United States
United States energy profile, crisis exposure, and structural vulnerabilities on Day 40. Two-week ceasefire announced; 57K troops remain in theater; 15 KIA, 520+ wounded; oil crashed to ~$94.
United Kingdom
United Kingdom insurance market crisis, diplomatic positioning, and ceasefire implications on Day 40 of Hormuz closure.
UAE
UAE on Day 40 of Hormuz closure. Habshan gas and Borouge petrochemicals suspended. 11+ killed. 357 BMs, 15 CMs, 1,815+ drones intercepted. Two-week ceasefire announced but attacks continue.
Saudi Arabia
Saudi Arabia under sustained Iranian missile/drone bombardment. Jubail petrochemical complex struck Apr 7. Ceasefire announced but post-ceasefire attacks continue. Day 40 of Hormuz closure.
India
India energy profile, crisis exposure, emergency procurement, and ceasefire implications on Day 40 of Hormuz closure.
Japan
Japan energy profile, crisis exposure, and ceasefire implications. Iran approved Japan-flagged Hormuz transit (Mar 21). SPR released 22.46M bbl. Brent crashed to ~$94 on ceasefire.
South Korea
South Korea energy profile, crisis exposure, and ceasefire implications. President called for electricity conservation. KOSPI rallying on ceasefire.
Singapore
Singapore energy profile, crisis exposure, and ceasefire implications. Insurance 5-10% hull, VLCC rates $1M+/day, 800+ vessels trapped. Brent crashed to ~$94 on ceasefire.
Iran
Iran energy profile, crisis exposure, and structural vulnerabilities on Day 40 of the Hormuz closure. Two-week ceasefire accepted; Hormuz conditionally reopening under Iranian military coordination.
Israel
Israel energy profile, crisis exposure, and structural vulnerabilities on Day 40 of the Hormuz closure. Ceasefire covers Iran operations; Lebanon ground war EXCLUDED and continuing.
Qatar
Qatar energy profile and crisis exposure on Day 40. FM denounced strikes as reckless. Qatar-Ukraine defense deal signed. Two-week ceasefire announced — LNG restart timeline critical.
Iraq
Iraq energy profile, crisis exposure, and structural vulnerabilities on Day 40. Production down 70%+; zero vessel entries at ports; airspace reopened with ceasefire; Islamic Resistance suspended attacks.
Kuwait
Kuwait under sustained bombardment. 28 drones intercepted post-ceasefire Apr 8 with significant material damage to oil, power, and water infrastructure. Day 40 of Hormuz closure.
Bahrain
Bahrain on Day 40 of Hormuz closure. Bapco tank farm ablaze Apr 5, GPI attacked. Post-ceasefire: 2 citizens injured Apr 8. Force majeure since Mar 9.
Oman
Oman advancing bilateral Hormuz protocol with Iran. Deputy FM-level talks Apr 5. Salalah port struck twice. Ceasefire creates opportunity for Oman's mediator + protocol partner role.
Yemen/Houthis
Yemen/Houthis (Ansar Allah) active belligerent since Mar 28. Dual chokepoint threat: Hormuz + Bab el-Mandeb. Ceasefire status unclear.
Egypt
Egypt energy profile, mediation role, bypass infrastructure status, and ceasefire implications on Day 40 of Hormuz closure.
Pakistan
Pakistan energy profile, crisis exposure, and decisive diplomatic role brokering the Apr 7 two-week ceasefire in the Hormuz crisis.
Bangladesh
Bangladesh energy profile, crisis exposure, ceasefire implications, and Hormuz whitelist status on Day 40 of closure.
China
China energy profile, crisis exposure, and ceasefire implications. Yuan-payment corridor REVOKED after IRGC turned back 2 COSCO vessels (Mar 28). Toll regime dead.
Russia
Russia as crisis beneficiary. Urals flipped to $4-5/bbl PREMIUM delivered Asia. EU accuses Russia of providing intelligence to Iran. Bushehr staff evacuating.