Eamonn Sheridan

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Commodities
Tanker
Commodities

Asia’s refineries built for Gulf crude, making Hormuz disruption hard to replace

  • A prolonged disruption to Gulf crude flows could tighten fuel supply in Asia and support oil prices, as refiners struggle to quickly replace the medium-sour barrels they are configured to process.
Commodities
US Iran war
Commodities

Iran says it will not close Strait of Hormuz but asserts right to secure waterway

  • The comments may slightly ease immediate oil-supply fears, but markets will likely remain cautious given ongoing attacks on shipping and the strategic importance of the Strait of Hormuz.
News
nzd update 13 March 2026
News

New Zealand manufacturing PMI holds at 55 in February, strongest run since 2021

  • The solid PMI reading suggests New Zealand’s industrial sector is gaining traction, which may support growth expectations and reinforce the view that domestic demand is stabilising after last year’s slowdown.
News
bessent 22 July 2025 2
News

More from Bessent, says we know Iran has not mined the Strait of Hormuz

  • Bessent seems to be cosplaying a military man
Commodities
brent trump iran war fail 13 March 2026
Commodities

Israeli officials say Iran’s regime unlikely to fall soon despite war pressure

  • If the conflict becomes a prolonged campaign focused on degrading Iran’s military rather than rapid regime change, geopolitical risk could remain elevated for longer, supporting oil prices, safe-haven demand and volatility in Gulf shipping routes.
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