Oil module
Crude and LNG are still the fastest macro transmission channels.
This module keeps oil front and center without treating the rest of the downstream picture as background noise.
Oil
Crude Oil
Stress score
76 / 100
Route dependence
84%
7d move
+6.8%
Crude remains the most immediate transmission channel, with freight, insurance, and strategic stock policy all shaping spot balances.
Gas
LNG
Stress score
74 / 100
Route dependence
61%
7d move
+5.4%
Asian LNG replacement prices are rising as buyers scenario-plan longer Gulf loading and transit assumptions.
Japan
Hormuz exposure: 87%
Stock cover: 179 days
South Korea
Hormuz exposure: 71%
Stock cover: 90 days
India
Hormuz exposure: 63%
Stock cover: 52 days
Singapore
Hormuz exposure: 49%
Stock cover: 42 days