EPISODE · Jun 7, 2026 · 9 MIN
How the Iran Conflict Is Reshaping Oil Trade Routes
from Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains · host Fexingo
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
What this episode covers
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
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How the Iran Conflict Is Reshaping Oil Trade Routes
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