Business
Aramco's $67.2bn Half Year Was Built on a Supply Shock
Profit rose 29 percent as Hormuz disruption pushed crude to $108 a barrel in the second quarter. The number says more about the strait than about the company.
Aug 6, 2026
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18 stories for“strait of hormuz oil disruption”
Business
The Strait of Hormuz Has Been Shut for Almost Six Months. Oil Is at $93, Not $200, and That Gap Is the Story.
A potential war is the wrong frame. Fighting began on 28 February and the strait closed on 4 March. The economic damage is real and measurable, and it is far smaller than the forecasts issued in the first month, for reasons worth understanding.
Aug 22, 2026
Business
Red Sea Tanker Attacks Push Oil Above $96 a Barrel
Houthi claims against two Saudi tankers have exposed the weakness in plans to bypass Hormuz, sending Brent higher as two vital shipping routes face risk.
Jul 23, 2026
Business
Why the Gulf Economy Held When the Region Didn't
A war that closed the Strait of Hormuz and hit every GCC state should have broken the region's economics. Reserves and diversification kept it standing.
Jul 16, 2026
Business
Two Rocket Launchers on a Small Island, and Oil Moved Three Per Cent
American forces hit Iranian launchers on Larak after the Guard was seen preparing to fire rockets carrying sea mines into the Strait of Hormuz. Iran answered at bases in Jordan and the UAE. It is the first exchange in over a month.
Sep 1, 2026
Business
Oil Is Flowing Again, but the Fuel Market Is Still Far From Normal
Crude shipments through the Gulf have recovered sharply, yet refineries and fuel supply remain constrained. That gap explains why cheaper oil may not quickly reach consumers.
Jul 31, 2026
Business
Oil Is Back Near $100, but the Outlook Splits Between Shipping Risk and Weak Demand
Brent's renewed jump toward $100 reflects Middle East shipping danger, while IEA and EIA forecasts point to demand destruction and lower prices if supply routes normalize.
Jul 25, 2026
Business
The 30-Year Treasury Yield Hit Its Highest Level Since 2004 as Oil Climbed on Iran-Hormuz Talk
Long-dated US borrowing costs reached a 22-year high on Thursday, driven by surging energy prices, strong business activity data and a national debt above 40 trillion dollars, even as Brent crude eased off its intraday peak on Hormuz reopening reports.
Sep 25, 2026
Latest Trends
Hegseth Calls the Hormuz Blockade 'Ironclad' While Iran Says There Is No Military Solution
After a Camp David meeting, the Pentagon chief said Iran has 'literally gotten nothing through' the strait. Shipping data tell a messier story, and Tehran says talks should rest on lifting sanctions, not new pressure.
Oct 5, 2026
Latest Trends
GCC Ministers Put Navigation and Diplomacy at the Center of Regional Talks
Gulf foreign ministers used a July 28 consultation to focus on practical understandings, de-escalation and the safe flow of ships through Hormuz.
Jul 29, 2026
Business
The Gulf Was Forecast a Terrible Year. Brent Is at 84 Dollars
Early in the conflict the projections ran to 150 dollar oil and contracting Gulf economies. Halfway through August the numbers are less dramatic and more interesting than either the panic or the relief.
Aug 16, 2026
Business
Oil Fell Below 102 and Stocks Had Their Best Day Since August on UN-Week Hopes, a Trillion-Dollar AMD and a Meta Rally
Brent settled at 101.20, an eleven-day low, as Trump said he would meet Pezeshkian in New York and Saudi crude found its way through Hormuz at 2.9 million barrels a day. The S&P 500 rose 1.5 per cent, Meta 11.4, and the ten-year slipped back under five.
Sep 22, 2026
Latest Trends
Saudi Arabia Shut Its Only Way Round Hormuz After Drones From Iraq Hit the Pipeline. The Houthis Took Two More Islands
The 1,200-kilometre line to Yanbu carried the crude that could no longer leave through the Gulf. Riyadh chose not to hit back at Iraq, flew more than 300 strikes on Yemen instead, and took dozens of missiles at Khamis Mushait. Brent is near 108.
Sep 15, 2026
Business
The Federal Reserve Is Arguing About a Rate Rise, and a Shipping Lane Is Casting the Deciding Vote
Governor Christopher Waller said he is inclined to hold in September, and market odds on a rise fell about twelve points to 54.6 percent. With rates at 3.50 to 3.75 percent, the swing variable is how fast energy supply chains normalise.
Sep 4, 2026
Business
The UAE Now Earns Four Fifths of Its Economy Outside Oil
Non-oil activity reached 79.4 percent of national output in the first quarter, growing at 4.8 percent while the overall economy grew 3. The gap between those figures is the story.
Aug 6, 2026
Business
G7 Leaders Agreed to Release 100 Million Barrels From Reserves, With Diesel Front-Loaded Into the First 20 Days
The G7 pledged to release 100 million barrels of diesel and crude over four months and not to ban fuel exports, as diesel hits record prices during the Iran war.
Oct 2, 2026
Business
The Gulf's Next Decade Will Be Decided by Capital, Not Barrels
Roughly six trillion dollars of sovereign wealth now sits behind the region's funds. What that money buys, and where it is deployed, matters more to the next ten years than the oil price does.
Aug 8, 2026
Business
Kingdom Holding's Profit Slips, and the Reasons Are Instructive
Weaker dividend income, higher operating costs and a bigger tax line pushed the Saudi investment house lower in the first half. Each of those pressures applies well beyond one company.
Aug 7, 2026
