Some media sources report a security incidend in the Strait of Hormuz, reports Irib News
INSEE forecasts France GDP growth of 0.1% in Q3, 0.2% in Q4
US to sell USD 13bln of 20yr bonds on September 15th; to settle on Sept. 18th; to sell USD 19bln of 10yr TIPS on Sept. 17th; to settle on Sept. 30th
Some media sources report a security incidend in the Strait of Hormuz, reports Irib News
Bunge (BG) facility in Ukraine was impacted on the 10th of September.
Goldman Sachs has lifted its Q4'26 TTF gas price forecast to EUR 70/MWh
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Reports of security incidents in the Strait of Hormuz sit in a well-worn category: the chokepoint carries a large share of seaborne crude and LNG flows, and past episodes involving tanker seizures, harassment, or strikes on vessels have tended to transmit first through freight, war-risk insurance premia, and the front of the crude curve rather than through physical supply, since actual sustained disruption has historically been the exception rather than the rule. The distinction that matters is between an isolated incident and an escalation sequence: the former has typically faded within sessions, the latter has drawn in naval escorts and retaliatory rhetoric that keeps the risk premium embedded for longer. Iranian state-linked media as the source adds a framing consideration, since such reporting has at times served signalling purposes rather than reflecting verified events. The immediate follow-ons are confirmation from independent maritime or naval authorities, vessel tracking and insurance market reaction, and whether other regional actors respond. Until corroborated, this is a headline-risk tape, and in comparable unconfirmed episodes initial moves in crude and shipping costs have partially retraced once the facts were established.
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