Strait of Hormuz blocked for months with no peace deal — load up on big oil
Iran has mined the Strait of Hormuz — the narrow waterway that handles about 20% of the world's oil — and it's been effectively blocked for over three months. A peace deal looks unlikely as fighting resumes, which means oil supply will keep getting squeezed and prices could stay elevated.
Idea
The Strait of Hormuz has been blocked for over three months and Iran has now mined large sections of it, meaning even a diplomatic breakthrough won't quickly restore normal oil shipments. Energy experts are warning that a prolonged conflict will keep squeezing global supply. When a critical shipping route is physically blocked and militarized, the oil market doesn't just reflect today's disruption — it prices in the risk that things get worse. Major oil producers like Exxon and Chevron benefit directly from higher crude prices, and their shares tend to climb steadily during sustained supply crises. This isn't a quick spike to trade; it's a multi-week trend to ride.