Hormuz does not normalize in seven days
Shipping remains materially below pre-war traffic through July 31, and Brent records at least one daily close above $90.
The latest forecast is outside its freshness window; the price history has not refreshed within three days. The scenario map remains available. MacroGuru is withholding a current probability and static price until the inputs refresh.
Missing data is a coverage gap, not a neutral market signal. Historical scenarios remain visible for research and search indexing.
Read the event first. Each percentage below is the frozen probability of the named macro event—not the probability that Delta rises or falls, and not an expected return. The direction is only the receipt's conditional watchlist instruction if that event resolves true.
Shipping remains materially below pre-war traffic through July 31, and Brent records at least one daily close above $90.
Last recorded observation: 2026-08-12. Shown as historical context, not a current market price.
| A pandemic or biosecurity scare triggers a sudden travel-demand shock | Odds not verified | +1.1% | 6–18 months |
| Saudi riyal peg scare returns | Odds not verified | +2.4% | 0–6 months |
| OPEC+ surprise surge | Odds not verified | +2.8% | 0–6 months |
| Hormuz reopens | Odds not verified | +2.3% | 0–6 months |
| Jet fuel crunch | Odds not verified | −1.2% | 0–6 months |
| Oil-supply shock sends jet fuel up 50% and grounds airline margins | Odds not verified | −1.6% | 6–18 months |
| Russian refinery drone wave | Odds not verified | −1.8% | 0–6 months |
| Jet-fuel spike grounds demand | Odds not verified | −1.9% | 0–6 months |