Global Energy Markets
Hormuz impasse enters third month as U.S. decouples sanctions from strait reopening
Washington insists nuclear disarmament precedes any sanctions relief, while the strait remains closed and oil trades above $100 a barrel.
Section
Global Energy Markets
Commodities, geopolitics, OPEC, energy prices
Global Energy Markets
Fim das isenções ao petróleo russo pode redesenhar fluxos globais
Washington sinaliza encerramento das waivers que permitem vendas de petróleo russo, mas o calendário ainda depende do Tesouro americano.
Global Energy Markets
J.P. Morgan tracks accelerating oil demand losses through May
A monthly demand-loss trajectory now reaching 5.6 million barrels per day raises questions about price assumptions embedded in Brazilian offshore project economics.
Global Energy Markets
Hormuz under renewed pressure as U.S.-Iran exchanges escalate
A ceasefire dispute, drone incidents, and a contested tolling regime are converging on the world's most consequential oil chokepoint.
Global Energy Markets
US expands Iran sanctions as nuclear talks remain unresolved
Washington's continued 'maximum pressure' campaign targets tankers and crude cargoes, keeping supply uncertainty elevated for global buyers.
Global Energy Markets
Hormuz negotiations surface a structural risk for Brazilian crude exports
Iran's demand for $12 billion in frozen assets complicates US-Iran talks, keeping Hormuz uncertainty alive for Atlantic Basin oil flows.
Global Energy Markets
Hormuz under diplomatic pressure: what the shipping dispute means for oil markets
A reported Iran-Oman framework to oversee Strait of Hormuz traffic has drawn a sharp US rebuke — and renewed attention to a chokepoint that moves about 20% of global oil and LNG shipments.
Global Energy Markets
Russian refinery disruptions signal a tighter global diesel balance
Drone strikes on Russian refining capacity are reshaping diesel trade flows — and Brazil sits at an interesting intersection of exposure and opportunity.
Global Energy Markets
Frota offshore global aperta oferta sem ciclo agressivo de reativação
Utilização sobe, mas o motor é a escassez de embarcações viáveis — não o crescimento da demanda. O que isso significa para operadores na América Latina.
Global Energy Markets
Russia considers limiting fuel exports amid domestic supply pressures
Moscow's potential curbs on oil product exports add a new variable to global refined-product flows — with indirect consequences for Brazilian energy pricing.
Global Energy Markets
Crise política boliviana pressiona fornecimento de gás para o Brasil
Três semanas de bloqueios de estradas na Bolívia elevam a inflação local e colocam em xeque a regularidade do gás que abastece o mercado brasileiro.
Global Energy Markets
Hormuz closure reshapes Asian fuel markets — and Brazil watches closely
India's fourth pump-price hike in a month signals that Hormuz disruption is structural, not transient. For Brazil, the ripple effects on crude pricing and export flows deserve attention.
Global Energy Markets
Diplomatic signaling around Iran shapes near-term oil price risk
A cluster of high-level diplomatic movements involving Iran, Pakistan, and Qatar introduces fresh uncertainty into global crude markets at a sensitive moment.
Global Energy Markets
US blockade of Iran redirects 100 vessels in six weeks
A sustained naval interdiction campaign is reshaping commercial shipping patterns — with downstream implications for global crude flows and Brazilian export positioning.
Global Energy Markets
EU broadens Iran sanctions to cover Strait of Hormuz threats
A sanctions expansion targeting freedom-of-navigation violations adds a new layer of geopolitical risk to one of the world's most critical crude transit corridors.
Global Energy Markets
Barclays mantém previsão de US$ 100/bbl para 2026 com viés de alta
O fechamento do Estreito de Ormuz drena estoques globais a mínimas plurianuais — e o Brent pode superar a projeção já conservadora do banco.
Global Energy Markets
Gulf of Oman interdictions signal a new phase in Hormuz disruption
With 91 commercial vessels redirected and four disabled, the US blockade on Iranian shipping is reshaping freight, insurance, and crude routing — with consequences that reach Brazil.
Global Energy Markets
Iran formalizes Hormuz control regime, raising transit uncertainty
Tehran's new Persian Gulf Strait Authority signals an intent to regulate—and potentially restrict—one of the world's most critical chokepoints.
Global Energy Markets
Sanctions relief and Hormuz pressure reshape global crude routing
Two simultaneous supply shocks are redrawing trade flows — and Brazilian exporters are watching closely.
Global Energy Markets
Hormuz under new management: what Iran's toll regime means for energy markets
Tehran is restructuring access to the world's most critical oil chokepoint — selectively, and for a price. The ripple effects reach Brazil.