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Hormuz Intelligence Daily Briefing — June 8, 2026• Brent crude rose 3.2% today to $108.50 per barrel following confirmat...
06/08/2026

Hormuz Intelligence Daily Briefing — June 8, 2026

• Brent crude rose 3.2% today to $108.50 per barrel following confirmation of the Strait of Hormuz closure.
• War risk insurance premiums surged to 2.0% of hull value, effectively halting commercial chartering.
• Maersk and MSC suspended all bookings for Persian Gulf ports, declaring force majeure on affected shipments.
• Port of Singapore vessel queues rose 15%, with over 55 container ships waiting as carriers bypass the Gulf.
• Overland rail inquiries along the China-Europe Land Bridge experienced a 25% daily increase.
• Gold prices rose 1.2% today to $2,420.50 per ounce, reflecting heightened safe-haven asset demand.
• European industrial polymer prices rose 8.5% overnight due to anticipated shortages of Gulf chemical feedstocks.
• GCC sovereign credit default swap spreads widened by an average of 18 basis points amid rising risk.

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Hormuz Intelligence Daily Briefing — June 5, 2026• Brent crude rose 4.2% to $104.50/bbl today amid escalating blockade f...
06/05/2026

Hormuz Intelligence Daily Briefing — June 5, 2026

• Brent crude rose 4.2% to $104.50/bbl today amid escalating blockade fears.
• War risk insurance premiums for the Persian Gulf surged to 2.0% of vessel value.
• Shanghai-to-Rotterdam container freight rates spiked 12% overnight to $4,850 per FEU.
• The Baltic Dry Index increased 5.4% as carriers shift to longer routes around Africa.
• Saudi Arabia diverted 1.2 million barrels of crude oil daily to the East-West Pipeline.
• Singapore port congestion hit a 14-day high with over 45 vessels awaiting berths.
• South Korea is releasing 15 million barrels from its strategic petroleum reserve.
• Germany's chemical sector reports a 15% reduction in essential feedstock deliveries.

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Hormuz Intelligence Daily Briefing — June 4, 2026• Brent Crude rose 4.8% today to $106.20/bbl following drone attacks on...
06/04/2026

Hormuz Intelligence Daily Briefing — June 4, 2026

• Brent Crude rose 4.8% today to $106.20/bbl following drone attacks on tanker infrastructure.
• Iran has formally suspended all commercial transits through the Strait of Hormuz until further notice.
• War risk insurance for Persian Gulf transits surged to 2.5% of hull value, halting most bookings.
• The Baltic Dry Index jumped 8.4% today, reflecting a spike in demand for alternative shipping.
• The Port of Jebel Ali reports a 40% drop in inbound container vessels as carriers bypass the region.
• Air freight rates from India and Southeast Asia to Europe spiked by 35% overnight.
• German automotive manufacturers are reducing shift hours starting tomorrow due to component delays.
• Singapore port congestion is at a critical high with 65 container vessels currently in anchorage.

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Hormuz Intelligence Daily Briefing — 2026-06-03• Brent crude rose 1.71% to $97.64/bbl today amid stalled US-Iran talks.•...
06/03/2026

Hormuz Intelligence Daily Briefing — 2026-06-03

• Brent crude rose 1.71% to $97.64/bbl today amid stalled US-Iran talks.
• WTI crude increased 2.17% to $95.546/bbl, mirroring global benchmarks.
• Iran reportedly ceased ceasefire talks, escalating diplomatic tensions.
• US military halted 7th tanker attempting to breach Iranian port blockade.
• MSC announced Asia-Europe container rates at $6,000 per 40ft from mid-June.
• European manufacturing reports fastest raw material cost increases in 4 years.
• Hezbollah reportedly agreed to US de-escalation proposal with Israel.
• Strait of Hormuz traffic minimal; heavy signal jamming obscuring transits.

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Hormuz Intelligence Daily Briefing — June 2, 2026• Brent crude rose to $95.04 (+0.06%), WTI declined to $91.99 (-0.18%) ...
06/02/2026

Hormuz Intelligence Daily Briefing — June 2, 2026

• Brent crude rose to $95.04 (+0.06%), WTI declined to $91.99 (-0.18%) amid negotiation uncertainty.
• IRGC claimed 28 ships passed Hormuz under its security; figure remains unverified.
• Conflicting reports on US-Iran talks: Iran reports suspension, Trump indicates discussions are ongoing.
• Asia-Europe container rates surge: MSC sets $6,000/40ft, Maersk adds Peak Season Surcharge.
• US manufacturing PMI climbed to 55.1 in May, a 4-year high, partly due to defensive stockpiling.
• War risk insurance for Gulf transits remains unavailable, forcing ships to operate without P&I cover.
• South Korean Won weakened to 1,516.8400/USD (+0.20%) amid ongoing negotiation uncertainty.

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Hormuz Intelligence Daily Briefing — 2026-06-01• Brent crude rose 2.34% to $93.25/bbl; WTI up 2.45% to $89.81/bbl.• Iran...
06/01/2026

Hormuz Intelligence Daily Briefing — 2026-06-01

• Brent crude rose 2.34% to $93.25/bbl; WTI up 2.45% to $89.81/bbl.
• Iran parliament to vote on bill for permanent Strait of Hormuz transit fees.
• Qatar publicly opposes permanent fees, open to temporary mine-clearing charges.
• White House advisor projects Strait oil transport resumption in 1-2 months.
• 29 of 109 non-Iranian vessels exited Strait with US informational support.
• War-risk insurance premiums for high-risk vessels up to 10% of hull value.
• 'Shadow fleet' vessels increasingly dominate limited transits through the Strait.

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Hormuz Intelligence Daily Briefing — 2026-05-29• Tentative 60-day ceasefire agreement & talks on shipping/nuclear issues...
05/29/2026

Hormuz Intelligence Daily Briefing — 2026-05-29

• Tentative 60-day ceasefire agreement & talks on shipping/nuclear issues reported.
• Brent crude fell 0.48% to $92.26/bbl; WTI declined 0.71% to $88.27/bbl today.
• Strait of Hormuz commercial transits effectively at zero Thursday morning.
• US sanctioned Iran's PGSA; Iran reported retaliatory strikes near Bandar Abbas.
• Baltic Dry Index rose 3.27% to 3226.00, signaling shifts in dry bulk demand.
• Qatar emerges as key mediator in US-Iran talks, pushing for unconditional reopening.
• War risk insurance premiums remain 16x pre-crisis levels, reflecting high risk.
• Gulf states' oil production down 6.7M bpd; Aramco warns normalization until 2027.

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Hormuz Intelligence Daily Briefing — 2026-05-28• US forces conducted fresh military strikes inside Iran near the Strait ...
05/28/2026

Hormuz Intelligence Daily Briefing — 2026-05-28

• US forces conducted fresh military strikes inside Iran near the Strait of Hormuz.
• South Korea: Iran-linked missiles likely hit HMM Namu vessel in Hormuz earlier this month.
• Brent crude rose to $96.41/bbl (+2.25%); WTI climbed to $90.58/bbl (+2.14%) today.
• Henry Hub natural gas futures rose 2.82% to $3.095, bucking earlier crude selloff.
• US President Trump issued direct threat to Oman concerning Strait of Hormuz talks.
• Strait of Hormuz remains effectively closed: 5-10 vessels/day vs. 140 pre-crisis.
• Iraq's Hormuz oil exports plummeted to 10M bbls in April; Kuwait declared force majeure.
• Japan's Middle East crude imports fell 67.2% in April, lowest since 1979.

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Hormuz Intelligence Daily Briefing — 2026-05-26• Brent Crude up 0.30% to $97.54/bbl; WTI down 6.5% to $90.88/bbl on deal...
05/26/2026

Hormuz Intelligence Daily Briefing — 2026-05-26

• Brent Crude up 0.30% to $97.54/bbl; WTI down 6.5% to $90.88/bbl on deal hopes.
• Shanghai-Rotterdam container rates surged 15% to $2,773; Asia-Med projected $5,500+ by June 1.
• Strait closure impacts 20% global oil, adds 10-14 days transit via Cape, raising costs.
• Diplomatic efforts report 'slight progress' on MoU, but major disagreements persist.
• Jebel Ali & Dammam ports remain congested with 5+ day delays; global index at 27.4.
• China-Europe freight trains up 29% in Q1 2026 (5,460 trips), offering alternative.
• Gold prices fell 0.48% to $4,547.26/t.oz despite broader geopolitical tensions.

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Hormuz Intelligence Daily Briefing — 2026-05-25• Brent crude dips to $98.83 (-4.55%); WTI to $92.03 (-4.73%) on diplomat...
05/25/2026

Hormuz Intelligence Daily Briefing — 2026-05-25

• Brent crude dips to $98.83 (-4.55%); WTI to $92.03 (-4.73%) on diplomatic hopes.
• President Trump: Deal 'largely negotiated' but blockade 'in full force' until agreement.
• Strait of Hormuz: Zero outbound commercial transits reported in 72 hours; near-total standstill.
• War risk insurance for Hormuz surges to 8% of vessel value (53.3x normal).
• Drewry WCI up 6% to $2,712; Shanghai-Rotterdam rates jump 15% to $2,773.
• CMA CGM projects Asia-Europe FAK rates at ~$4,700 per 40ft container from June 1.
• Diplomatic talks between Omani and Iranian officials focus on navigation principles.
• UAE accelerates alternative trade routes; activating Fujairah and air freight bridges.

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Model the impact on your own products or economy: https://itradecouncil.org/hormuz-intelligence

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