pre MOU with iran there were reports that several places were approaching a critical level (see comments by Exon CEO, trump among others). Obviously since then there has been SOME transit of the straight but the best data Ive been able to find is that the area was able to get close to about 75% of pre war oil export levels (including pipelines). Obviously a large portion of that transit has been interrupted again, however we havent seen a spike in oil levels commensurate to what we had previously, which doesnt seem to add up. Obviously the market appears to be expecting a resolution to this flare up in the near future.
Has anyone found any good sources on this topic? Ive been struggling to find both up to date and knowledgeable sources who actually go into details on the specifics rather than just generalize. Any help would be appreciated.