#HormuzShippingCrunch
About HormuzShippingCrunch
Brent touched $98.06/bbl intraday on Sep 7 and settled at $97.31, its highest since July 24, while WTI reached $93.29. The move followed US strikes on three Iranian tankers on Sep 5, after which Iran said it had hit tankers transiting the Strait of Hormuz and US linked vessels. Kpler shows an average of only about 10 commercial ships a day passing through Hormuz over the past 10 days, the lowest since May. If the corridor tightens further, the risk premium could become a real supply shock.
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#HormuzShippingCrunch Shipping activity through the Strait of Hormuz has fallen to its lowest level since May. Kpler data reportedly shows an average of only around ten commercial commodity vessels per day over the latest ten-day period. Brent crude briefly reached $98.06 per barrel on September 7 and settled near $97.31, while WTI approached $93.29 following renewed US-Iran attacks involving oil tankers.#ZECBreaksIntoTop10 #SamsungHynix10DaySupply #OracleAdobeEarnings
🚨 $96 OIL. $80K BTC IS ALREADY UNDER PRESSURE.
This time it's not just missiles.
Hormuz shipping is collapsing.
Only ~10 commodity ships/day are now crossing the strait.
Then Brent jumps to $96.80.
The macro chain is brutal:
🛢️ Oil ↑
🔥 Inflation ↑
🏦 Fed cuts ↓
📈 Yields ↑
₿ BTC ↓
BTC is now back below $80K.
Is this the dip to buy… or the beginning of the next risk-off leg? 👀
#美伊冲突波及航运，原油供应风险升温
Oil prices are rising again
I panic first
Then see if there's an issue with the shipping lanes
US military attacked an Iranian oil tanker on the 5th
Iran claims a counterattack on ships passing through Hormuz
The focus shifts from military targets to energy transportation
#ZECBreaksIntoTop10 #SamsungHynix10DaySupply #OracleAdobeEarnings
#美伊冲突波及航运，原油供应风险升温
#美伊冲突波及航运，原油供应风险升温
Latest Data
Shipping through the Strait of Hormuz is disrupted, increasing risks for oil tanker passage, Brent crude prices are rising, and inflation concerns are resurfacing. The market shows $BTC at 78800, with intensified market volatility and risk-off sentiment spreading.
Market Consensus
Bullish: Geopolitical tensions boost demand for safe-haven assets, and the narrative of $BTC as a digital hard asset is expected to attract capital attention.
#美伊冲突波及航运，原油供应风险升温
Oil prices are rising again
I panic first
Then see if there's an issue with the shipping lanes
US military attacked an Iranian oil tanker on the 5th
Iran claims a counterattack on ships passing through Hormuz
The focus shifts from military targets to energy transportation
#ZECBreaksIntoTop10
#SamsungHynix10DaySupply
#OracleAdobeEarnings
#HormuzShippingCrunch Shipping activity through the Strait of Hormuz has fallen to its lowest level since May. Kpler data reportedly shows an average of only around ten commercial commodity vessels per day over the latest ten-day period. Brent crude briefly reached $98.06 per barrel on September 7 and settled near $97.31, while WTI approached $93.29 following renewed US-Iran attacks involving oil tankers.
Hormuz is one of the world’s most important energy routes, so reduced vessel traffic can quickly raise insurance costs, freight rates and oil risk premiums. If disruption intensifies, the market could move from pricing political risk to experiencing an actual supply shortage. Higher oil prices would feed into transportation, manufacturing and consumer inflation, potentially complicating central-bank policy. However, prices could reverse quickly if shipping recovers or tensions ease. Vessel movements and physical oil availability may currently provide more useful information than political statements alone.
