EPISODE · May 30, 2026 · 9 MIN
The Post-War Strait of Hormuz Insurance Crisis
from Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences · host Fexingo
Even as Iran war talks advance, marine insurers are refusing to cover ships transiting the Strait of Hormuz. Lucas and Luna dig into the data: war risk premiums have soared from 0.05% of hull value to over 2% in some cases, and the UAE's Port of Fujairah is seeing tanker traffic drop by 30 percent. They explore how this persistent insurance bottleneck could keep oil prices elevated above $85 even after a ceasefire, reshaping global shipping routes and energy security. With the trade-weighted dollar index at 119.3 and oil down 7% on the week, the episode asks: is the insurance crisis the real barrier to restoring pre-war oil flows? #StraitOfHormuz #OilInsurance #WarRiskPremiums #IranWar #OilPrices #EnergySecurity #MarineInsurance #PortOfFujairah #GlobalTrade #Geopolitics #Economics #ShippingRoutes #CrudeOil #LucasAndLuna #FexingoBusiness #BusinessPodcast #GeopoliticsAndMarkets #InsuranceCrisis Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Even as Iran war talks advance, marine insurers are refusing to cover ships transiting the Strait of Hormuz. Lucas and Luna dig into the data: war risk premiums have soared from 0.05% of hull value to over 2% in some cases, and the UAE's Port of Fujairah is seeing tanker traffic drop by 30 percent. They explore how this persistent insurance bottleneck could keep oil prices elevated above $85 even after a ceasefire, reshaping global shipping routes and energy security. With the trade-weighted dollar index at 119.3 and oil down 7% on the week, the episode asks: is the insurance crisis the real barrier to restoring pre-war oil flows? #StraitOfHormuz #OilInsurance #WarRiskPremiums #IranWar #OilPrices #EnergySecurity #MarineInsurance #PortOfFujairah #GlobalTrade #Geopolitics #Economics #ShippingRoutes #CrudeOil #LucasAndLuna #FexingoBusiness #BusinessPodcast #GeopoliticsAndMarkets #InsuranceCrisis Keep every episode free: buymeacoffee.com/fexingo
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The Post-War Strait of Hormuz Insurance Crisis
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