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← delfee

Tanker set ablaze after being struck by projectile in the Strait of Hormuz

energy_supply_shockMiddle EastWknofm7 Jul, 07:45 UTC
Result0/2 correct

What it means

A confirmed strike on a tanker — rather than a threat or near-miss — is a genuine escalation above the prior closure-risk signals already in place. It has historically been associated with a fresh, incremental crude spike as the supply-disruption scenario moves from hypothetical to demonstrated. Gold and LNG calls were already issued in prior signals and are not re-issued here to avoid repetition.

Causal chain

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

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Not investment advice · for informational purposes only. Generated 7 Jul, 08:09 UTC