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Goldman Says Hormuz Oil Flows at Two-Thirds of Pre-War Levels

energy_supply_shockMiddle EastYahoo Finance28 Aug, 09:08 UTC

Context

Goldman Says Hormuz Oil Flows at Two-Thirds of Pre-War Levels  Yahoo Finance "That sucker is open": U.S. gains the upper hand in the battle for Hormuz  Axios Hormuz Oil Flows Rising as Gulf Giants’ Ramp Up Accelerates  Bloomberg.com Iran faces strait of Hormuz paradox as strategic value of chokehold erodes  The Guardian White House says US has momentum with Strait of Hormuz  KOMO

What it means

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

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Not investment advice · for informational purposes only. Generated 29 Aug, 03:17 UTC