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
IRAN SAYS IT WILL RESPOND TO US INTERVENTIONS IN HORMUZ: FARS *Walter Bloomberg (@DeItaone) / Twitter · 07-02 19:54
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
*HASSETT SAYS STRAIT OF HORMUZ TRAFFIC HAS RISEN AGAIN *Walter Bloomberg (@DeItaone) / Twitter · 07-01 20:09
SENIOR IRANIAN OFFICIAL TO REUTERS: INDIRECT NEGOTIATIONS WITH U.S. IN DOHA ARE FOCUSED ON RELEASE OF TEHRAN'S FUNDS AND STRAIT OF HORMUZ *Walter Bloomberg (@DeItaone) / Twitter · 07-01 18:21
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 TOP NEGOTIATOR QALIBAF SAYS SOVEREIGNTY OF THE STRAIT OF HORMUZ LIES WITH IRAN AND OMAN AND TRAFFIC IN THE STRAIT IS ACCORDING TO THE ARRANGEMENTS THAT IRAN SPECIFIES *Walter Bloomberg (@DeItaone) / Twitter · 07-01 04:17
IRAN'S TOP NEGOTIATOR QALIBAF SAYS PASSAGE WITHOUT COST IN THE STRAIT OF HORMUZ IS ONLY FOR 60 DAYS PER MOU *Walter Bloomberg (@DeItaone) / Twitter · 07-01 04:10
IRAN POWER STRUGGLE THREATENS U.S. PEACE TALKS Internal divisions in Iran are complicating peace talks with the U.S. President Masoud Pezeshkian is seeking the release of frozen assets to support the economy, while the Revolutionary Guard is demanding control of the Strait of Hormuz. The dispute risks delaying negotiations and raises concerns over future shipping through the vital waterway. *Walter Bloomberg (@DeItaone) / Twitter · 07-01 00:23
IRAN WARNS FRANCE OVER HORMUZ Iran's deputy foreign minister said only Iran has the right to conduct demining operations in the Strait of Hormuz under the Islamabad memorandum. He warned France against any involvement, saying it would further complicate an already sensitive situation. *Walter Bloomberg (@DeItaone) / Twitter · 06-30 01:49
HORMUZ TRAFFIC SLOWS AFTER ATTACKS Ship traffic through the Strait of Hormuz fell to 22 crossings Sunday, the lowest since the U.S.-Iran preliminary peace deal. Two recent vessel attacks rattled crews and shipowners. Talks may resume soon, with navigation rights through the key waterway still unresolved. *Walter Bloomberg (@DeItaone) / Twitter · 06-29 20:37
MORE SHIPS SEEK PERMITS FROM IRAN TO TRANSIT STRAIT OF HORMUZ AFTER NON-AUTHORISED VESSELS FACED WARNING SHOTS *Walter Bloomberg (@DeItaone) / Twitter · 06-27 20:01
REZAEI, ADVISOR TO IRAN'S SUPREME LEADER, SAYS U.S. HAS VIOLATED WAR-ENDING MEMORANDUM BY CREATING TENSIONS IN STRAIT OF HORMUZ *Walter Bloomberg (@DeItaone) / Twitter · 06-27 19:10
HORMUZ FEES COULD SHAKE GLOBAL SHIPPING Oman has told European allies that ships passing through the Strait of Hormuz may face new fees for navigation or environmental services. The proposal has raised concerns among Western and Gulf nations, which fear joint management with Iran could threaten free passage and increase shipping costs for global energy and trade. *Walter Bloomberg (@DeItaone) / Twitter · 06-26 23:56
IRAN'S PRESS TV SAYS A COMMUNICATION LINE BETWEEN THE U.S. AND IRAN IN THE STRAIT OF HORMUZ HAS BEEN ESTABLISHED *Walter Bloomberg (@DeItaone) / Twitter · 06-26 21:44
Ship Struck in Hormuz, Apple's Price Hikes Hit iPads & Macs | The Opening Trade 6/26/2026 Bloomberg Technology · 06-26 21:06
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