Intelligence Feed event · Geopolitical · 2026-07-31

    Iranian Supreme National Security Council moves to reinforce blockade of Strait of Hormuz after US oil export waivers revoked

    Question

    Iranian Supreme National Security Council moves to reinforce blockade of Strait of Hormuz after US oil export waivers revoked

    Direct answer

    Heightened risk premium in Brent and WTI futures, potential pressure on VLCC tanker day rates, and increased volatility in USD/IRR and regional FX such as USD/SAR and USD/AED due to chokepoint disruption.

    Original publisher
    Market Ontology
    Evidence through
    2026-07-31
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Iranian Supreme National Security Council moves to reinforce blockade of Strait of Hormuz after US oil export waivers revoked”, revision 1, evidence through 2026-07-31. https://marketontology.com/market-events/2026-07-31/iranian-supreme-national-security-council-moves-to-reinforce-blockade-of-strait-814f2e

    GEOPOLITICAL
    Iranian Supreme National Security Council moves to reinforce blockade of Strait of Hormuz after US oil export waivers revoked
    Heightened risk premium in Brent and WTI futures, potential pressure on VLCC tanker day rates, and increased volatility in USD/IRR and regional FX such as USD/SAR and USD/AED due to chokepoint disruption.
    BRENT CRUDE FUTURESWTI FUTURESUSD/IRRTANKER FREIGHT INDICES
    Impact
    94
    JUL 31
    SIG
    BRENT CRUDE FUTURESWTI FUTURESUSD/IRR
    Iranian Supreme National Security Council moves to reinforce blockade of Strait of Hormuz after US oil export waivers revoked
    Heightened risk premium in Brent and WTI futures, potential pressure on VLCC tanker day rates, and increased volatility in USD/IRR and regional FX such as USD/SAR and USD/AED due to chokepoint disruption.
    Impact
    Heightened risk premium in Brent and WTI futures, potential pressure on VLCC tanker day rates, and increased volatility in USD/IRR and regional FX such as USD/SAR and USD/AED due to chokepoint disruption.
    Affected
    BRENT CRUDE FUTURESWTI FUTURESUSD/IRRTANKER FREIGHT INDICES
    Source facts

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

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    Sources

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