The Hormuz Blockade: The energy and supply chain crisis that's upon us

martinvol.pe

6 pointsmartinvol2 comments

The key date to watch out for is April 15th.

By mid April, many countries will receive their last shipments of tankers, NatGas and other petrochemicals affected by the blockade (e.g. Fertilizer)

Sources: https://www.newsweek.com/map-shows-when-oil-deliveries-to-us...

https://www.cnbc.com/2026/04/01/oil-price-iea-fatih-birol-br...

I guess it's also a bit after that, because that'd make reserves full and they'll start depleting day-by-day. In any way we should see prices consistently increasing.

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