···
← delfee

Iran Sneaks 12 Million Barrels Past Renewed U.S. Oil Blockade

energy_supply_shockMiddle EastOilPrice14 Jul, 08:20 UTC

Context

Iran is estimated to have sneaked supertankers with a total of 12 million barrels of crude oil in the week between the end of the U.S. waiver on Iranian oil sales on July 7 and July 14, just as the U.S. announced the renewed blockade on Iranian ports and oil cargoes.   Last Tuesday, July 7, Iranian attacks on three commercial vessels in the Strait of Hormuz prompted an immediate U.S. reaction, with the U.S military striking multiple targets in Iran and the Treasury canceling the waiver on Iran’s oil sales that was supposed to be…

What it means

No call: the only market channels here were low-conviction — below our selectivity bar, where the track record shows no reliable edge.

Causal chain

No clear market signal

How to read a signal
Severity
the event's market impact, 1–5
Direction
/ likely price move for the asset
Exp. move
the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:
Ssmall<1%
Mmoderate1–5%
Llarge>5%
Most flagged events don't move beyond noise; those count against us (see the track record).
Timeframe
the window we measure over:
1dshort
5dmedium
21dlong
Conviction
how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:
low
average
strong

Get the next signal the moment it breaks.

The full live feed, asset filters, and alerts — free.

Sign up free →

Not investment advice · for informational purposes only. Generated 14 Jul, 08:20 UTC