Energy — Geopolitical Tensions Disrupt Global Energy and Economic Stability

Energy · 2026-04-30

TODAY'S SIGNAL — The Strait of Hormuz crisis is no longer a supply shock — it is becoming a structural reorganization of global energy flows. Brent has broken $113 with front-month contracts touching $121, signaling acute physical tightness, not just speculative froth. The UAE's abrupt OPEC exit effective May 1 introduces a medium-term supply wildcard: once the Hormuz chokepoint reopens, the UAE…