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Hormuz LNG Flows Still Down More Than 75% Despite Rebound

energy_supply_shockMiddle EastOilPrice5 Oct, 10:30 UTC

Context

LNG traffic at the Strait of Hormuz appears to be ticking up despite increased threats to shipments in the chokepoint in recent days. At least three LNG carriers have transited the Strait of Hormuz outbound since the end of last week, tanker-traffic data compiled by Bloomberg and Kpler showed on Monday. The increase in LNG shipments extends the rebound in transits in September, but the flows of liquefied natural gas remain over 75% below the levels seen before the Iran war. UK Maritime Trade Operations (UKMTO), which is affiliated with the Royal…

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 5 Oct, 10:33 UTC