Uploaded July 2026 | Updated September 2026, 2 weeks ago
Strait of Hormuz oil flows have collapsed again as tanker traffic freezes, even as crude prices ease on hopes of US and Iran de-escalation.
Bruno Santos, StoneX Brazil, Market Intelligence Analyst, explains why oil is now pricing physical supply risk from the Strait of Hormuz and the Red Sea, not geopolitical headlines alone.
With the Strait of Hormuz and the Bab el Mandeb strait both constricted, crude tanker flows have cratered and Asia-bound cargoes face reroutes around the Cape of Good Hope. China has leaned on inventories built through 2025, and its expected return to buying is a major swing factor for Brent crude as diesel and refining margins tighten across the United States, Europe, and Asia.
Discover Actionable Energy Insights with StoneX Market Intelligence: shop.stonex.com/collections/energy?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_bruno_santos&utm_content=share
America's Oil Safety Net Is Wearing Thin as Reserves Keep Falling: stonex.com/en/insights/america-s-oil-safety-net-is-wearing-thin-as-reserves-keep-falling
0:00 Hormuz Whipsaws the Oil Market
1:32 Hormuz Tanker Flows Collapse
2:11 Red Sea Squeeze Reaches Asia
3:33 China Emerges as Swing Factor
4:30 US Oil Safety Net Wears Thin
5:44 Diesel Is the Real Squeeze
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#StoneX #BrunoSantos #CrudeOil #Iran
Strait of Hormuz oil flows have collapsed again as tanker traffic freezes, even as crude prices ease on hopes of US and Iran de-escalation.
Bruno Santos, StoneX Brazil, Market Intelligence Analyst, explains why oil is now pricing physical supply risk from the Strait of Hormuz and the Red Sea, not geopolitical headlines alone.
With the Strait of Hormuz and the Bab el Mandeb strait both constricted, crude tanker flows have cratered and Asia-bound cargoes face reroutes around the Cape of Good Hope. China has leaned on inventories built through 2025, and its expected return to buying is a major swing factor for Brent crude as diesel and refining margins tighten across the United States, Europe, and Asia.
Discover Actionable Energy Insights with StoneX Market Intelligence: shop.stonex.com/collections/energy?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_bruno_santos&utm_content=share
America's Oil Safety Net Is Wearing Thin as Reserves Keep Falling: stonex.com/en/insights/america-s-oil-safety-net-is-wearing-thin-as-reserves-keep-falling
0:00 Hormuz Whipsaws the Oil Market
1:32 Hormuz Tanker Flows Collapse
2:11 Red Sea Squeeze Reaches Asia
3:33 China Emerges as Swing Factor
4:30 US Oil Safety Net Wears Thin
5:44 Diesel Is the Real Squeeze
Like and subscribe for more financial market insights.
#StoneX #BrunoSantos #CrudeOil #Iran
