The $100 Barrel Is Back: Trading The Hormuz Havoc

A U.S. Navy blockade of the Strait of Hormuz on April 12, 2026 triggered an immediate global shock, pushing crude oil futures above $100 per barrel. The move signals a major supply disruption risk for energy markets and broader trade flows, with implications for inflation, transportation, and risk assets.

Analysis

A U.S. Navy blockade of the Strait of Hormuz on April 12, 2026 triggered an immediate global shock, pushing crude oil futures above $100 per barrel. The move signals a major supply disruption risk for energy markets and broader trade flows, with implications for inflation, transportation, and risk assets.