Hormuz

The pharmaceutical industry’s heavy reliance on Gulf routes makes drug production vulnerable to delays, price increases, and potential shortages in the event of a blockade of the Strait of Hormuz. Commentary by Mike Kelley, Senior Credit Analyst at Invesco.

Beyond Hormuz: the new strategic hubs driving the markets. Analysis by Jeffrey Cleveland, Chief Economist at Payden & Rygel

The war in Iran and the closure of Hormuz force Europe to radically redesign the Imec corridor, transforming it into a resilient and politically inclusive infrastructure for the Middle Eastern gray zone, reducing dependence on Israel and focusing on alternative routes. An in-depth analysis by Cinzia Bianco (Ecfr)

Trump stated on Saturday that a peace agreement with Iran to reopen the Strait of Hormuz would have been “largely negotiated,” but Tehran contests control of the passage, and yesterday the US president urged not to rush, with issues regarding the nuclear program and sanctions still to be resolved.

The United States and Iran are on the verge of an agreement to end the war and reopen the Strait of Hormuz. All the details.

Iran has declared military control over a large area of the Strait of Hormuz, extending into the waters of Oman and the Emirates, and is negotiating a toll system with Muscat, moves that the United States describe as unacceptable and potentially fatal to any peace agreement.

The main factors that will influence global markets. Analysis by Daniel Zanin, CFA – Analyst, Investment Research, Invesco

“Starting now,” the U.S. president wrote on Truth Social on Sunday, “the United States Navy, the best in the world, will begin the process of BLOCKING all ships attempting to enter or exit the Strait of Hormuz.” How is this blockade proceeding?

What is the actual energy impact for Italy and beyond of the blockade of the Strait of Hormuz? Conversation between Ruggero Po and Davide Tabarelli, economist, founder and president of Nomisma Energia.