*HASSETT SAYS STRAIT OF HORMUZ TRAFFIC HAS RISEN AGAIN *Walter Bloomberg (@DeItaone) / Twitter · 07-01 20:09
IRAN SAYS A FOREIGN CONTAINER SHIP RAN AGROUND IN STRAIT OF HORMUZ AFTER USING ROUTE NOT DESIGNATED BY IRAN *Walter Bloomberg (@DeItaone) / Twitter · 07-01 17:04
IRAN'S BAGHAEI SAYS TEHRAN IS DETERMINED TO MAINTAIN ITS RIGHT OVER THE MANAGEMENT OF STRAIT OF HORMUZ *Walter Bloomberg (@DeItaone) / Twitter · 06-30 21:17
IRAN'S FOREIGN MINISTRY SPOKESPERSON BAGHAEI SAYS THERE IS NO NEED FOR OUTSIDE INTERFERENCE IN STRAIT OF HORMUZ AS IT WOULD ONLY COMPLICATE ISSUES *Walter Bloomberg (@DeItaone) / Twitter · 06-30 20:26
IRAN'S ARAQCHI SAYS THE RESPONSIBILITY TO BRING BACK MARITIME TRAFFIC TO PRE-WAR LEVELS IN STRAIT OF HORMUZ SOLELY LIES WITH TEHRAN *Walter Bloomberg (@DeItaone) / Twitter · 06-28 17:51
Mines will hold back Strait of Hormuz shipping for months, CEO warns Financial Times: Markets · 06-28 13:00
IRAN EYES $40B HORMUZ FEE PLAN Iran is proposing fees for ships using the Strait of Hormuz, saying security and environmental services could generate up to $40 billion annually. Tehran is seeking regional backing, but U.S. Secretary of State Marco Rubio said Gulf nations unanimously oppose any tolls on the international waterway. *Walter Bloomberg (@DeItaone) / Twitter · 06-26 00:34
HORMUZ SHIPPING TRAFFIC SURGES Ship traffic through the Strait of Hormuz jumped to its highest level since the war began, with 70–78 vessels crossing on Wednesday after the IMO launched a safe-passage operation. While still below the prewar average of 130 daily transits, analysts say the rebound is encouraging but needs to continue before confirming a full recovery. *Walter Bloomberg (@DeItaone) / Twitter · 06-26 00:01
IRAN PUSHES HORMUZ FEE PLAN Iran is proposing fees for ships using the Strait of Hormuz, saying security and environmental services could generate up to $40 billion a year. Tehran is seeking regional support, but the U.S., Oman and Gulf states oppose any tolls on the international waterway. The proposal would require broad international approval before it could be implemented. *Walter Bloomberg (@DeItaone) / Twitter · 06-25 23:54
IRAN PROPOSES CHARGING SERVICE FEES IN STRAIT OF HORMUZ WITH GULF NEIGHBORS -- WSJ IRAN ESTIMATES CHARGES WILL NET $40 BILLION A YEAR FOR STATES INVOLVED -- WSJ IRAN LOOKS TO MODELS IN WATERWAYS AROUND WORLD, INCLUDING DARDANELLES -- WSJ IRAN WANTS REVENUE FROM STRAIT SHARED AND AGREED WITH OTHER NATIONS -- WSJ *Walter Bloomberg (@DeItaone) / Twitter · 06-25 23:45
Update: Kalshi traders now see a 98% chance Strait of Hormuz shipping returns to normal before Aug. 1, signaling easing supply concerns and improving sentiment for global energy markets. *Walter Bloomberg (@DeItaone) / Twitter · 06-25 23:38
Pinned: STRAIT OF HORMUZ OUTLOOK 📈 Prediction markets are growing more confident that shipping through the Strait of Hormuz will normalize soon. Kalshi traders now see a 68% chance by Sept. 1, a 66% chance by Aug. 1, and a 46% chance by July 15. *Walter Bloomberg (@DeItaone) / Twitter · 06-25 22:58
ANALYSTS CUT OIL PRICE FORECASTS Major banks are lowering oil price forecasts as tensions ease and shipping through the Strait of Hormuz normalizes. JPMorgan now expects Brent crude to average $80 a barrel in Q4 and $64 next year, citing weaker demand. Capital Economics and Wood Mackenzie also turned more cautious, while Goldman Sachs remains the most bullish, forecasting $85 Brent this year. *Walter Bloomberg (@DeItaone) / Twitter · 06-25 22:46
*HASSETT SAYS STRAIT OF HORMUZ TRAFFIC HAS RISEN AGAIN