Strikes, tanker attacks, and a silent Hormuz push Brent to $84, with $90 oil now firmly in sight. The Hormuz Closure That No One Wants to Talk About - The Israel-US-Iran conflict engulfing most of the Persian Gulf has pushed $10 per barrel higher, LNG prices went up by $15 per MMBtu, and key refined products such as diesel and jet have been spiralling out of control throughout the Atlantic Basin.  - Whilst market watchers almost unanimously define the closure of the Strait of Hormuz as the main bullish ...

Looking at what you've been writing over the last couple of days, it seems as if you you maybe think that markets aren't reacting quickly enough to the developments in the Middle East. In which assets do you see that most notably, Mark is not a stock story, is it oil. It's not so much the speed of reaction. It's the it's kind of the delayed attitude is very complacent.I think that over the weekend, what we saw was a game changing event. I'm always in favor of not being too knee jerk. Monday's price action d ...