The Strait of Hormuz is reopening, and the evidence is now visible.
After more than 100 days of disruption, commercial ships are finally moving through the world's most important energy corridor again. Oil tankers carrying millions of barrels of crude have resumed transmissions, LNG carriers are loading cargo, and major global shipping firms are sending vessels back through the strait.
This is potentially very good news for oil prices, inflation, and the global economy. More than 85 million barrels of delayed oil could eventually return to the market if the agreement between the US and Iran holds.
But there is still one major obstacle.
Israel has openly criticized the agreement and continues to maintain troops in southern Lebanon. Iran has warned that if Israel does not comply with the terms of the memorandum, the entire deal could be annulled. While oil is flowing again, peace remains fragile.
In this video, I examine the actual shipping data, the tankers and LNG carriers that have already crossed Hormuz, why oil prices are falling, and whether the biggest threat to the deal now comes from the Israel-Lebanon dispute rather than Iran itself.
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