13.04.2026 14:11
Tankers traffic has come to a standstill ahead of the maritime blockade that the U.S. will initiate today at 5:00 PM in the Strait of Hormuz. As oil flow is nearly halted, experts warn that prices could rapidly soar above $150. The crisis poses a serious threat not only to energy markets but also to global supply chains and inflation.
The U.S. decision to impose a naval blockade on Iranian ports has created a shock effect in global markets. Under the plan announced by U.S. President Donald Trump, the blockade is expected to come into effect today at 5:00 PM, while tanker traffic has already come to a standstill.
OIL FLOW HAS FALLEN TO "DRIP LEVEL"
According to a statement from the U.S. Central Command (CENTCOM), the blockade, which covers all ships entering and leaving Iranian ports, has directly affected energy flow. According to CNBC's analysis, oil flow in the Strait of Hormuz has dropped to "drip level" in the past month.
This critical route, through which approximately 20% of global oil supply passed before the war, is now facing a serious risk of disruption.
WARNING OF $150 OIL
Experts warn that the crisis could deepen further. Trita Parsi, Vice President of the Quincy Institute, stated that oil prices could rise to as much as $150 per barrel.
Ben Emons from Fed Watch Advisors expressed that the increase in prices of critical commodities like fertilizers and helium could accelerate global inflation.
GLOBAL ECONOMY ON ALERT
According to CNBC, the IMF and World Bank are preparing to revise their growth forecasts downward. Developing countries are expected to be hit harder by this energy shock.
Barclays pointed out that potential attacks on energy infrastructure in the Gulf could lead to a prolonged supply crisis.
NOT JUST ENERGY, THE ENTIRE SUPPLY CHAIN IS AFFECTED
The disruption in oil flow has severely disrupted not only the energy market but also the supply chains of fertilizers, textiles, and industrial products. A new risk of contraction in global trade has emerged.
GEOPOLITICAL TENSIONS MAY ESCALATE
Analyses emphasize that the blockade could bring major buyers of Iranian oil, such as China and India, into confrontation. It is noted that this situation could further increase international tensions.