How the Iran Conflict Is Reshaping Oil Trade Routes

This episode breaks down how the ongoing Iran conflict and the Hormuz closure are rerouting global oil flows, with OPEC+ approving a fourth output hike since the strait shut. Lucas and Luna examine what the 100-day mark means for tanker rates, insurance costs, and alternative supply chains via Iraq and Russia. They also discuss why Asian importers are scrambling and how the trade-weighted dollar's slight dip isn't offsetting the risk premium. Specific data includes the OPEC+ quota increase and the yen's move to 159 per dollar. #IranConflict #OilTradeRoutes #HormuzStrait #OPECPlus #GlobalTrade #SupplyChains #CrudeOil #Shipping #TankerRates #MiddleEast #AsiaImports #DollarIndex #GeopoliticalRisk #FexingoBusiness #BusinessPodcast #Economics #TradeWar #EnergySecurity Keep every episode free: buymeacoffee.com/fexingo