The market is treating Hormuz as binary: open or closed. EA's proprietary maritime data shows oil flow recovery will be slow, uneven and may never fully normalise.
High-frequency data suggest higher oil prices have yet to trigger meaningful demand destruction, with trucking, gasoline and jet fuel consumption largely resilient.
Market data and intelligence provider Energy Aspects has completed the acquisition of Kayrros, the Paris-based energy analytics and satellite data company.
