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No Lights, No Radio: Getting Oil Through Hormuz Is a Risky Job

energy_supply_shockMiddle EastBloomberg1 Oct, 23:01 UTC

Context

No Lights, No Radio: Getting Oil Through Hormuz Is a Risky Job  Bloomberg.com Three oil tankers hit by projectiles in Hormuz strait on Tuesday, Marisks says  Reuters UK maritime group says tanker struck by unknown projectile in Strait of Hormuz  The Times of Israel 2 tankers hit by unknown projectiles in Strait of Hormuz: Maritime agency  Anadolu Ajansı Three Vessels Struck in Strait of Hormuz as Iran’s Grip Loosens  The Maritime Executive

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 2 Oct, 11:03 UTC