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Sep 2026
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> Strait of Hormuz

> Strait of Hormuz

Analysis: The Strait of Hormuz, a ceasefire hanging by a thread, and what Trump and Iran want – “Shipwreck” in the negotiations in Islamabad

Trump is attempting an exit even without a clear victory, the mullahs are “investing” in the Strait of Hormuz as a means of pressure on the international community, and Israel is focusing its military operations on Lebanon - Markets are constantly pricing in geopolitical risk

Reuters: Trump considers withdrawing part of US troops from Europe

According to a senior White House official, no final decision has been made and the Pentagon has not been asked to draw up a specific plan for troop withdrawal from the European continent

JPMorgan: Why the US will not be unscathed by the turmoil in the Strait of Hormuz to date

The perception that the US is protected from the market consequences of the closure of the Strait of Hormuz is mostly wrong

Analysis: Hormuz is not enough – How long until global oil flows are restored, and why prices won’t return to pre-war levels

Dozens of refineries, storage facilities, and oil and gas fields across nine countries have been hit by attacks, taking more than 10% of global oil supply offline

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