$ shortage scenario get hormuz-2026 > status: 0.34 ELEVATED > severity 4.2 / 5 > reviewed 2026-04-28
BRENT $84.27 ▲ TTF €31.50 ▼ OPEC_SP 3.8 mb/d ● SPR_US 372.4 Mb FAO_FFPI 121.4 ▲
8 countries affected · oil + wheat + insurance + lithium
A non-state actor disrupts tanker transit through the Strait of Hormuz for five working days.
8 countries affected · oil + wheat + insurance + lithium
Two-thirds of available OPEC+ spare capacity is mobilised by day three; the cushion does not recover for fourteen weeks. War-risk insurance premiums double within 36 hours.
Probability and severity are internal estimates on the v3.2 methodology. DEMO data, not for citation.