Will the Strait Reopen and Are We Past Peak?

The discussion today focused on the escalating energy market disruption from the Strait of Hormuz crisis and whether markets have already priced in a potential G7 strategic petroleum reserve (SPR) release. Nadia Martin-Wiggen highlighted volatility and financial market positioning; Clyde Russell warned of a looming Asian supply crisis; Pamela Munger detailed tanker dislocation and rerouting; and Ali Al-Riyami stressed regional resilience but warned the conflict could persist.