Tariff Talk: Hormuz, the Red Sea and the Energy Market Disconnect

OPIS TALKS COAL, METALS & MINING:

In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton discuss why crude markets may be understating real geopolitical risk, with a focus on flows through the Strait of Hormuz and the vulnerability of the Bab el-Mandeb as an alternate outlet for Middle Eastern supply. They also examine what a weaker Japanese yen could mean for global debt markets and why current Treasury signals suggest borrowing costs may stay higher for longer than many market participants expect. For energy, metals and mining audiences, the conversation zeroes in on the macro and shipping risks that could shape fuel, freight and broader commodity markets in the weeks ahead.

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