Global energy markets are being pushed toward a familiar pressure point: if the Strait of Hormuz stays restricted, summer fuel shortages become a real possibility. The warning matters because the route carries around one-fifth of global oil and liquefied natural gas supplies, so any prolonged disruption quickly becomes a pricing and security issue. For the … Read more
A single chokepoint just reminded global energy markets how fragile the supply chain really is. When Brent crude jumps nearly US$7 in a single session, the message from traders is unambiguous: the risk premium on Gulf crude is back. Oil prices climbed over 7% in early Monday trading after the closure of the Strait of … Read more
The closure of the Strait of Hormuz has sent oil, diesel, and fertiliser costs surging — and Australian farmers are absorbing the hit at the worst possible time. Woolworths has moved to cushion some of that pressure, but the structural challenge for the supply chain runs deeper than a single per-litre milk payment. Woolworths has … Read more
