#HormuzStillClosed
About HormuzStillClosed
US-Iran talks on reopening Hormuz continue. Iran says it will stay closed until its conditions are met; it has replied to the latest US proposal, with some issues unresolved. OPEC+ kept November crude output unchanged, with no further supply increase; it meets next on Nov 1. The G7 plans to release up to 100M barrels of crude and refined products via the IEA over four months, accelerating diesel releases in the first 20 days. Can this ease supply and price pressure while Hormuz stays closed?
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#HormuzStillClosed Hormuz is still shut, but the market now has a temporary shock absorber 👀
The G7 plans to release up to 100M barrels while OPEC+ holds November output steady. That may ease near-term pressure, but reserve releases replace disrupted barrels, not the shipping route itself.
What caught my attention is the clock. If US-Iran talks drag on, emergency supply gets used while the core problem remains. The real test isn't whether oil falls now. It's whether Hormuz reopens.
Oil may look like a traditional-market story, but crypto traders should still watch it.
Energy prices can influence inflation expectations.
Inflation affects rate expectations.
Rates affect liquidity.
And liquidity affects risk assets.
That's why #G7OilReserveRelease is worth keeping on the radar.
#BTC #Macro #Oil #Crypto
🚨 G7 Liberta 100M Barris — Alívio do Choque do Petróleo ou Apenas uma Solução Temporária?
#TheUSIranSituation continua tensa, com o G7 a preparar-se para libertar até 100 milhões de barris das reservas estratégicas. Estou a analisar isto de uma perspetiva macro a médio prazo. Apesar do título soar dramático, o panorama geral é mais subtil: a libertação das reservas é essencialmente uma resposta política às pressões inflacionárias, ao mesmo tempo que exerce pressão sobre os spreads dos combustíveis e as margens de refinação. Se esses 100 milhões de barris forem distribuídos ao longo de aproximadamente quatro meses, isso equivale a um pouco de o
🚨🇮🇷🇴🇲 The IRGC just forced a tanker to turn around in the Strait of Hormuz...
A tanker transiting inbound was hailed by the Islamic Revolutionary Guard Corps roughly 11 nautical miles north of Khasab, Oman.
The crew was ordered to turn back or else their vessel would be targeted.
Source: UKMTO / Writer: Samuel
IRGC THREATENS TANKER IN STRAIT OF HORMUZ
UKMTO says a tanker transiting the Strait of Hormuz was hailed by Iran’s IRGC and instructed to turn back or risk being targeted.
The tanker complied with the order.
The incident was reported 11 nautical miles north of Khasab, Oman, adding to renewed concerns over shipping security through the key oil transit route.
Hormuz remains a major supply-risk wildcard.
Iran says the strait stays closed until its conditions are met, while OPEC+ is holding November output steady.
The G7’s planned release of up to 100M barrels through the IEA could help ease supply pressure, especially with accelerated diesel releases.
Can strategic reserves offset Hormuz disruption—or will prices stay elevated?
#HormuzStillClosed
The market is being asked to price two timelines at once: diplomatic progress that remains conditional, and physical disruption that remains immediate.
A 100M-barrel G7 release can cushion the first shock, especially with faster diesel supply, but it cannot fully substitute for a reopened Hormuz. OPEC+ holding output steady leaves the next talks unusually important.
#HormuzStillClosed
Persian Gulf crude exports have rebounded sharply, reaching around 14M barrels per day in recent data.
That puts flows at roughly 80% of pre-war levels, highlighting a significant recovery in regional oil shipments.
The pace of the recovery will remain important for global oil supply and energy markets as geopolitical risks continue to evolve.
#HormuzStillClosed
#美伊局势持续紧张，G7将释放最多1亿桶储备
I am the mid-term intelligence guy.
This 100 million barrels is not to "rescue oil prices," but to anesthetize the market: the US and Iran are pushing the risk of the Strait of Hormuz to the forefront. When Brent surges, the G7 releases reserves to suppress inflation, stabilize election prospects, and prevent recession expectations.
From a mid-term perspective, releasing reserves is a one-time supply and does not change the underlying geopolitical premium
