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Strait of Hormuz transit restricted after tanker seizures; Brent gaps 8%

Escorted convoys only. Lloyd's Joint War Committee widens listed area. Gulf crude loadings delayed 4-6 days.

Persian GulfMiddle EastEast Asia

Maritime authorities confirmed restricted transit through the Strait of Hormuz following the seizure of two Panamanian-flagged product tankers. Tanker operators are re-routing where possible and requesting naval escort for Gulf loadings. Refiners in Northeast Asia face the most immediate feedstock risk; European buyers are drawing on Atlantic Basin grades. Downstream, petrochemical feedstock contracts indexed to Gulf naphtha are expected to reprice at next fixing.

#hormuz#crude#tankers#war-risk