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Commodity · ■ Unclear/unknown · 3 sources confirmed · 2026-09-28 06:30 UTC

Hormuz crude exports hold steady

Why now

Thesis: Hormuz flows holding steady limits crude upside

Catalyst to watch: Any disruption to Strait of Hormuz shipping

Main risk: Flow data lags a sudden disruption

Why it matters

Steady Hormuz flows suggest supply is currently uninterrupted, tempering the geopolitical risk premium in crude.

Related assets & topics

Oil

Sources

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