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The Strait of Hormuz is still closed, and a failed deal could send crude to $150.
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A sharp drop in Chinese crude imports stabilizes oil prices despite near-total blockade.
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From $144 crude and surging inflation to a 40% dark-fleet exodus, the cost of lost sea control is cascading across markets and alliances
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Gasoline up 40%, shipping costs doubled, and strategic reserves draining fast—the Strait's shutdown cascades through global supply chains.
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Gasoline jumps 7%, the Strategic Petroleum Reserve drains toward empty, and Fed Chair Warsh faces an impossible mandate
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U.S. Central Command claims normal transits, but satellite records show a 95% collapse, shadow fleets, and Iran's $2 million passage fee.
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Daily transits through the world's most vital energy chokepoint plummet from 100 to nearly zero in 88 days.
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With Brent crude surging 60% and diesel margins at a record $80, consumers face $6 gasoline and winter heating crises.
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Daily vessel transits drop from 100 to under 7 as blockade and mines choke global oil artery.
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With fertilizer costs surging 31% and oil supplies tight, consumers from Nairobi to New York face rising costs.
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U.S. gasoline has surged 44% since conflict began, and analysts warn of $6.35 per gallon if supply worsens.
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With strategic reserves nearly exhausted and refining capacity offline, consumers face soaring prices and economic pain.
