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@hormuzletter
Iranian. The Middle East through the lens of oil, markets, and money. This is the only account.
World & Business
NBC News reported Brent settled at $109.86 as the Nasdaq 100 fell 2.5% amid oil and AI-debt concerns.
Technology
Reuters reports a Ukrainian adviser said military-grade Starlink was limited above 160 km/h; a military unit reported canceled missions.
World & Business
UAE rescuers evacuated 22 crew; a separate IRGC mine-strike claim may involve another tanker.
World & Business
Reuters reports Trump said Russia would immediately supply over 300,000 tons of diesel, with another 500,000 tons in November.
World & Business
A September 30 post says crude flows through the Strait of Hormuz are back at prewar levels, while refined fuel shipments are down to 677,000 barrels a day from 3.6 million before the war. Another post says Iran raised alerts at 46 critical infrastructure facilities.
World & Business
ZeroHedge says US gasoline stockpiles were at their lowest since November 2014. Separately, one post cites UKMTO on tankers struck by unknown projectiles in the Strait of Hormuz; another says Houthis appear to have struck Saudi Arabia’s Abqaiq oil facility.
World & Business
Hormuz Letter, citing UKMTO, reported on September 30 that two crude oil tankers and an LNG tanker were struck overnight. A separate post put the seven-day average for flows through Hormuz 3 million barrels a day below pre-conflict levels.
World & Business
On September 30, HormuzLetter relayed an Axios account attributed to US officials saying the talks had failed to make progress and Trump was inclined to order a return to major combat operations after the November midterms.
World & Business
A post quotes Trump forecasting lower oil prices but says he had said Friday that he expected to resume the full bombing campaign against Iran after the November midterms. Another account reports a yearly high for the US 10-year Treasury yield and a hit to crypto.
World & Business
WatcherGuru says Saudi shipments increased through a new US-secured route along Oman's coast. HormuzLetter, citing Fars, reports Iran claimed attacks on vessels using that corridor.
World & Business
Bloomberg reports that Iran said it was still awaiting a definitive U.S. response and would not soften its conditions, despite Trump’s public rejection.
World & Business
HormuzLetter, citing Fars, says Iran denied Axios' report of new negotiations and Al Jazeera's claim that Iranian technical experts had been sent to New York to join talks.
World & Business
FinancialJuice, citing sources close to the talks, says negotiators in New York are exploring a plan involving Iran reopening the Strait of Hormuz and the US lifting its economic blockade of Iran.
World & Business
The administration emphasized voluntary refiner measures amid reports of a possible 90-day diesel export ban. Energy Secretary Chris Wright warned that a ban could raise other fuel prices.
World & Business
OSINTtechnical, citing UKMTO, reports Iranian strikes on an oil tanker and an LPG tanker. HormuzLetter reports a U.S. threat to exclude airports and companies serving Iranian airlines from the dollar system starting September 23, 2026.
World & Business
HormuzLetter reported on September 20, 2026, that the refinery was burning and supplies about 40% of the region’s fuel. A separate post said oil, gasoline and diesel prices were likely to rise.
World & Business
A post citing the Financial Times says Saudi Arabia’s central bank described its departure as planned, following completion of a proof-of-concept trial in May 2025.
World & Business
A September 19, 2026 post says Macron planned G7 energy talks to coordinate stockpile levels and consider releasing strategic reserves.
World & Business
HormuzLetter, citing the White House press pool, said on September 19 that Trump would return to the White House that night rather than the next day. The account also reported U.S. embassy alerts warning of travel disruptions.
World & Business
A post citing Bloomberg says U.S. stocks depleted in the Iran war are delaying deliveries, with Germany told to wait five years for Tomahawks and Japan warned of delays of up to two years.
