HORMUZ OIL SHOCK LIKELY SHORT-LIVED: BLACKROCK

Jean Boivin of the BlackRock Investment Institute says the oil supply shock from the Iran conflict should be temporary, lasting weeks rather than months.

Tanker flows through the Strait of Hormuz are running at about 16% of normal
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NO SIGNS OF IRAN REGIME COLLAPSE — U.S. INTEL

U.S. intelligence sees no immediate risk of regime collapse in Iran, nearly two weeks into the U.S.–Israel war, according to sources familiar with the assessments.

While strikes have killed senior officials and weakened Iran’s
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IRAN SAYS IT BEGAN NEW WAVE OF MISSILE LAUNCHES ON ISRAEL: TV
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🚨TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY
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🚨 TRUMP: FAR GREATER INTEREST AND IMPORTANCE TO ME IS STOPPING IRAN
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TRUMP: MORE IMPORTANT TO ME IRAN IS STOPPED THAN HIGH OIL PRICE
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🚨 IRAN STATE TV READS IRAN SUPREME LEADER MOJTABA KHAMENEI MESSAGE
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IRAN SUPREME LEADER MOJTABA KHAMENEI IN A STATEMENT READ ON TV, CALLS FOR UNITY AMONG PEOPLE AND CALLS FOR PARTICIPATION ON QUDS DAY
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IRAN SUPREME LEADER: WE WILL NOT GIVE UP ON AVENGING THE BLOOD OF YOUR MARTYRS, ESPECIALLY THE MARTYRS OF MINAB
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🚨 IRAN'S LEADER MOJTABA KHAMENEI SAYS CLOSURE OF STRAIT OF HORMUZ SHOULD BE CONTINUED AS A TOOL TO PRESSURE ENEMY
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🚨IRAN'S LEADER MOJTABA KHAMENEI: ALL US BASES SHOULD IMMEDIATELY BE CLOSED IN THE REGION AND THOSE BASES WILL BE ATTACKED
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KHAMENEI: STRAIT OF HORMUZ SHOULD STAY CLOSED
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🚨 IRAN’S KHAMENEI SAYS IRAN WILL SEEK COMPENSATION FROM ENEMIES OR DESTROY THEIR ASSETS ACCORDINGLY
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HALF OF GLOBAL LNG TANKERS STRANDED IN THE GULF

About 20 LNG carriers — nearly half the global charter fleet — are stuck in the Persian Gulf, as conflict restricts passage through the Strait of Hormuz, according to ship brokers.

Around 20% of global LNG exports come from Gulf
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U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00 PCT
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🚨🚨 KHAMENEI: STUDIES HAVE BEEN MADE OF OPENING OTHER FRONTS
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🚨 KHAMENEI: OTHER FRONTS WILL BE ACTIVATED IF WAR PERSISTS
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S&P 500, NASDAQ 100 EXTEND DROP TO SESSION LOWS; BOTH DOWN 1%
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TWO DRONES TARGET AN IRAQI ARMY HEADQUARTERS EAST OF MOSUL - SECURITY SOURCES
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RECESSION RISK RISES AS OIL SURGES

Kalshi traders now see a 31% chance of a U.S. recession in 2026, up ~11 points amid oil volatility.

Goldman Sachs flags oil as the top risk from the Iran conflict: each sustained 10% price rise adds ~0.2pp to inflation and cuts GDP growth https://t.co/0XW3oRwoBw
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IRAN SUPREME LEADER SAYS VENGEANCE IS PRIORITY 'UNTIL FULLY ACHIEVED'
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