Three India-bound cargo ships are transiting the Strait of Hormuz following the US ending its blockade of Iranian ports and Tehran easing maritime restrictions. This development, linked to a peace deal, signals India's potential to resume economic ties, including energy trade and the International North South Transport Corridor.
Goldman Sachs ritiene che il mercato petrolifero stia entrando in una fase di normalizzazione dopo la crisi mediorientale, con prezzi del Brent che potrebbero stabilizzarsi tra 70 e 75 dollari al barile. Rimangono però incertezze legate all'accordo USA-Iran e alla domanda globale.
Iran asserted control over the Strait of Hormuz, requiring ships to seek permission and mandatory insurance to cross. This conflicts with the US, which noted 20 ships transited overnight via a recommended route along Oman's coast, amid industry concerns over potential future tolls.
Sau 4 tháng phong tỏa, eo biển Hormuz mở cửa trở lại nhờ thỏa thuận Mỹ-Iran. Thế giới thiếu hụt 1,15 tỷ thùng dầu, dự trữ cạn kiệt. Giá dầu Brent có thể dao động 75-90 USD/thùng trong ngắn hạn.
Iran's Foreign Ministry has denied media reports claiming the Strait of Hormuz has been closed, stating that shipping continues and that armed forces are ensuring safe passage for merchant vessels.
Il gas naturale ha chiuso in forte rialzo, superando i 42 euro al MWh sulla piazza Ttf di Amsterdam. I future di luglio guadagnano il 4,34% a 42,28 euro, risalendo ai livelli pre-accordo USA-Iran.
US-Iran talks in Switzerland were postponed Friday due to escalating conflict in Lebanon. Iran fired warning shots in the Strait of Hormuz, threatening closure, but later softened its tone after a new Israel-Hezbollah ceasefire. Both sides seek to avoid renewed hostilities.
At least 20 oil tankers have transited the Strait of Hormuz since the US and Iran reopened the sea lane, with Thursday seeing the highest traffic since June 2. Iranian supertankers are reactivating transponders, suggesting a gradual return to normal crude trade patterns.
Bitcoin (BTC) surpassed $63,000 on Friday as markets reacted to geopolitical shifts and a hawkish US Federal Reserve. Tensions between the US and Iran resurfaced, impacting the Strait of Hormuz oil route, while traders consider the possibility of a "black swan" event in the current Bitcoin bear market.
Around 80 mines must be cleared from the Strait of Hormuz before normal shipping can resume, according to Phil Belcher of Intertanko. The main route is closed and dangerous, with an estimated 600 vessels waiting in the area. The US and Iran have signed a memorandum of understanding to cease hostilities.
L'Autorità iraniana per lo Stretto del Golfo Persico ha annunciato nuove procedure per le navi in transito per Hormuz. Le navi dovranno richiedere il passaggio 48 ore prima, con tariffe a carico del governo iraniano per 60 giorni.
The Strait of Hormuz remains blocked by approximately 80 mines, hindering normal shipping operations despite a recent US-Iran MoU. Experts warn recovery will take time due to navigational risks and potential Iranian tolls, impacting global trade and oil flow.
Bitcoin fell below $63,030 as a hawkish Federal Reserve stance overshadowed a deal easing passage through the Strait of Hormuz and lower oil prices. Despite the geopolitical relief, the Fed's updated projections and increased likelihood of rate hikes pushed the US dollar higher, pressuring risk assets like Bitcoin.
Global stock markets are generating significant wealth for investors, with Ed Yardeni raising his S&P 500 target. US companies report strong profits driven by AI and consumer giants. However, doomsayers point to slowing global GDP growth, rising oil prices, and high debt levels as potential risks.
Ngày 18/6, 25 tàu thương mại đã qua eo biển Hormuz, mức cao nhất kể từ 18/4. Động thái diễn ra sau khi Iran ký bản ghi nhớ với Mỹ, dỡ bỏ phí qua lại 60 ngày nhưng yêu cầu đề xuất di chuyển 48 giờ trước. Iran tuyên bố sẽ thu phí sau thời hạn này.
Iran's foreign ministry denied reports of reclosing the Strait of Hormuz, stating commercial vessels are passing safely. Tensions rose amid earlier closure claims and a drone attack in Israel, leading to strikes in Lebanon.
Reports suggest Iran may have reclosed the Strait of Hormuz, potentially jeopardizing a US-Iran memorandum. This follows an escalation between Israel and Hezbollah, with casualties on both sides and postponed US-Iran talks.
Oil prices dropped Friday as Israel and Hezbollah agreed to a ceasefire, while U.S.-Iran talks in Switzerland were abruptly canceled. Brent crude futures fell 1% to $79.02 and WTI futures dropped 0.8% to $75.96, both on track for weekly losses.
Iran is waiving fees for security, safety, and environmental services for ships transiting the Strait of Hormuz. This comes as the strait saw 25 commercial vessel crossings on Thursday, the highest since mid-April, following its effective closure after February 28.
Iran announced a 60-day waiver on transit fees for ships passing through the Strait of Hormuz, following a memorandum of understanding with the US. Vessels must submit transit requests 48 hours in advance during this period.
US-Iran peace talks in Switzerland were cancelled Friday as Hezbollah killed four Israeli soldiers, prompting Israeli airstrikes in Lebanon that killed at least 18. The violence jeopardizes a recent MOU aimed at Iran's nuclear program and oil traffic.
A new US-Iran deal has reopened the Strait of Hormuz, allowing ships to move after 110 days of conflict. However, experts warn that consumers should not expect gas prices to drop soon due to ongoing shipping risks and disrupted global oil supply.
Oil prices fluctuated Friday as U.S.-Iran talks in Switzerland were unexpectedly canceled due to logistical issues. Brent crude fell 0.3% to $79.59, while WTI rose 2.3% to $78.15, both on track for weekly losses. OPEC expects demand to remain strong, rejecting IEA supply glut forecasts.
The reopening of the Strait of Hormuz eases immediate energy supply threats, but analysts warn economic damages like inflation will persist for months due to lingering price impacts on food and energy supply chains.
