IRAN HOLDS FIRM ON HORMUZ TOLLS The U.S. has offered Iran access to frozen funds in exchange for dropping its demand to charge ships transiting the Strait of Hormuz, but Tehran has refused. Iran continues to insist on controlling traffic and collecting transit fees, while Oman is proposing a voluntary maritime fund as negotiations over the key shipping route continue. *Walter Bloomberg (@DeItaone) / Twitter · 07-03 00:43
EUROPE SEES HORMUZ FEES AS LIKELY Some European governments now believe transit fees for ships using the Strait of Hormuz may be unavoidable following the U.S.-Iran ceasefire. While the U.S. and Gulf states continue to oppose any charges, European officials are pushing for non-discriminatory rules and an international maritime coalition to safeguard shipping through the vital energy route. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 23:31
KEY EUROPEAN NATIONS ACCEPT HORMUZ STRAIT FEES ARE INEVITABLE *Walter Bloomberg (@DeItaone) / Twitter · 07-02 23:11
HORMUZ SHIPPING STABILIZES, UNCERTAINTY REMAINS Traffic through the Strait of Hormuz has recovered to an average of 40 vessel crossings per day, according to Kpler. Shipping rebounded after recent attacks disrupted transit, but uncertainty persists over who controls passage. Iran claims authority over the strait, while the U.S. says no country has the right to restrict navigation. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 20:20
SAUDI OIL EXPORTS SURGE AFTER HORMUZ REOPENS Saudi Arabia is shipping its most crude through the Strait of Hormuz since the U.S.-Iran truce reopened the waterway. Four Bahri supertankers carrying about 8 million barrels have exited the Gulf, signaling higher exports. The increase follows Saudi Aramco's recent spot sales to Asia and reflects improving regional shipping flows as OPEC's top producer ramps up exports. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 20:19
HORMUZ TRAFFIC STAYS BELOW NORMAL Strait of Hormuz traffic remains steady, with 34 vessels passing through yesterday, according to Kpler. Vessel flows have improved since the U.S.-Iran agreement two weeks ago, but remain far below pre-war levels of about 100 ships per day. *Walter Bloomberg (@DeItaone) / Twitter · 07-01 21:28
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
Aramco helicopter crashes at Saudi port