Seven months into Hormuz shutdown: Oil remains elevated as Trump rejects Iran proposal
Why now
Thesis: Supply disruption keeps crude risk premium alive
Catalyst to watch: Iran talks or Trump policy shift
Main risk: Demand destruction could cap prices
Why it matters
A prolonged Hormuz disruption keeps a supply-risk premium in crude, feeding inflation and energy equities.
Related assets & topics
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- googlenews · news.google.com · 2026-09-28 02:09 UTC