The Strait of Hormuz: second and third order effects on petrochemical supply.
A scenario brief on a sustained partial blockade — three plausible outcomes with trigger indicators for each.
A sustained partial blockade of the Strait of Hormuz would reroute 17–22% of LNG and 15–20% of crude through longer supply lines. Petrochemical spot prices would lift 15–25% inside three weeks. We model three plausible outcomes; each has a leading indicator that customers can watch.
Continue reading
Drop an email to unlock the rest of this brief and receive future briefs.
One brief per day. Cited, sourced, by name. Unsubscribe with one click.