03/05/2026
๐๐ข๐๐๐ฅ๐ ๐๐๐ฌ๐ญ ๐๐ฌ๐๐๐ฅ๐๐ญ๐ข๐จ๐ง: ๐๐ข๐ฌ๐ค ๐๐ซ๐๐ฆ๐ข๐ฎ๐ฆ, ๐๐จ๐ญ ๐๐๐ง๐ข๐
Despite serious tensions in the Persian Gulf, U.S. energy markets reacted modestly.
๐๐ก๐ฒ?
โข The U.S. is structurally stronger, a major producer and LNG exporter
โข Oil added geopolitical premium, not crisis pricing
โข Gas ticked up on potential export demand, not domestic shortage
The real variable isnโt todayโs disruption. Itโs duration.
The Strait of Hormuz, about 21 miles wide at its narrowest point, with shipping lanes only ~2 miles wide, carries roughly 20% of the worldโs petroleum flows.
โOnce-in-a-cycleโ events are becoming routine: geopolitics, weather, policy shifts. Increased frequency means sustained volatility.
For years, weโve been preparing clients for this environment:
โข Structured procurement
โข Layered hedging
โข Scenario planning beyond best-case assumptions
๐๐โ๐ซ๐ ๐ง๐จ๐ญ ๐ฐ๐๐ญ๐๐ก๐ข๐ง๐ ๐ฏ๐จ๐ฅ๐๐ญ๐ข๐ฅ๐ข๐ญ๐ฒ ๐๐ซ๐ซ๐ข๐ฏ๐. ๐๐โ๐ซ๐ ๐จ๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐ข๐ง ๐ข๐ญ.
๐๐ง ๐ฌ๐ก๐จ๐ซ๐ญ: Risk is elevated, but resilience matters more than reaction. In a world where disruptions are more frequent, disciplined strategy is the edge.