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🌐 Industry in Focus, 25-05-2026: Oil markets had a backup route around Hormuz. Iran took it out.
Industry Focus

🌐 Industry in Focus, 25-05-2026: Oil markets had a backup route around Hormuz. Iran took it out.

Macro Soup Newsroom Macro Soup Newsroom 4 min read

Iran's strikes on the Abu Dhabi Crude Oil Pipeline at Fujairah eliminated the main Strait of Hormuz bypass, pushing Brent crude to a peak of $114/bbl. The $30-40/bbl overshoot from pre-crisis levels implies up to 1.0 percentage point of CPI pressure, locking central banks into a hold.

Woman in polka-dot headscarf and yellow pants on a beach with cargo ships visible in the water.
US-Iran framework agreement includes Iran reopening the Strait of Hormuz within 30 days as part of a 60-day ceasefire extension amid energy market volatility. Source

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