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Argus Media · Thursday · 30 min

Strait Talk: Red Sea, Blue Wave

This week on Strait Talk, we examine shifting Middle East crude flows, US pressure on Iran via Task Force Iron Gate, and Bab el-Mandeb vs Hormuz risks. Key topics covered: The changing US-Israel relationship and Israel's evolving political landscape Increasing US pressure on Iran via Task Force Iron Gate Rising crude flows from Yanbu to Asia and what they signal for regional trade routes A comparison of maritime risk at Bab el-Mandeb versus the Strait of Hormuz Implications for crude, freight and regional markets

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This week on Strait Talk, we examine shifting Middle East crude flows, US pressure on Iran via Task Force Iron Gate, and Bab el-Mandeb vs Hormuz risks.

Key topics covered:

  • The changing US-Israel relationship and Israel's evolving political
    landscape
  • Increasing US pressure on Iran via Task Force Iron Gate
  • Rising crude flows from Yanbu to Asia and what they signal for
    regional trade routes
  • A comparison of maritime risk at Bab el-Mandeb versus the Strait
    of Hormuz
  • Implications for crude, freight and regional markets

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