Strait of Hormuz blocked for 3 months and tankers aren't coming back — accumulate oil majors
The Strait of Hormuz — the narrow waterway that most Middle Eastern oil passes through — has been effectively blocked for over three months. Giant oil tankers are stuck, and many may never return to the region even if they get out. A prolonged Iran conflict means the squeeze on oil supply isn't ending soon.
Idea
Roughly 20% of the world's oil flows through the Strait of Hormuz, and it's been blocked for over three months with no resolution in sight. Major tankers are stuck and may not come back, which means even after the conflict ends, shipping capacity through the region will be reduced. Energy companies with diversified production outside the Middle East stand to benefit from higher-for-longer oil prices as supply stays tight. This isn't a short-term spike — it's a structural squeeze that could last months.