The Strait of Hormuz toll plan is thrown out, and geopolitical games reshape the logic of oil price operation!
- 2026-07-14
- Posted by: Wmax
- Category: financial news
No Comments
Trump plans to impose a 20% transit fee on the Strait of Hormuz, which escalates the conflict. Brent crude oil soared by more than 9% in a single day, the largest increase in 2020, and the NACHO trading strategy returned. The legality of the charging plan is questionable but it sends a signal of heightened risks. Oil prices of US$80-85 have become the core range of the long-short game. In the long term, Gulf countries have accelerated the construction of pipelines around the strait. By the end of 2027, more than 45% of their oil exports will be able to bypass the strait.
Iran war pushes up oil prices and inflation, Fed remains on hold and sticks to rate cut expectations
- 2026-03-20
- Posted by: Wmax
- Category: financial news
The Iran war caused oil prices to skyrocket by nearly 50% to US$95 per barrel. Coupled with February's PPI exceeding expectations, the pressure for a rebound in U.S. inflation has intensified. The Federal Reserve kept interest rates unchanged at 3.50%-3.75% in March, raised its inflation forecast for 2026 to 2.7%, and still adhered to the path of cutting interest rates once throughout the year. 68% of economists expect that high oil prices will drag down GDP growth by 0.25-0.5 percentage points, and interest rate cuts are expected to be postponed to the spring of 2027.
English 
Chinese 
Vietnamese 
Hindi 
Japanese 
Thai 
Korean