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Global Market: Strait of Hormuz standoff may keep oil volatile, cautions Seth R Freeman

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Global Market: Strait of Hormuz standoff may keep oil volatile, cautions Seth R Freeman
Global energy markets are facing renewed uncertainty after Iran’s Supreme Leader indicated that the Strait of Hormuz could remain closed, raising fears of further disruption to oil supplies. The development has intensified concerns in financial markets, as the narrow waterway is one of the world’s most critical energy chokepoints through which roughly one-fifth of global oil supply flows.

Speaking to ET Now, market expert Seth R Freeman from GlassRatner Advisory said the latest remarks underline the strategic leverage Iran holds over global energy flows.

“Yes, it is quite apparent, they have figured it out they have a very strong leverage point there in the Strait of Hormuz. And we have two defiant heads of state and battling each other with words. And the problem is that high oil prices affect the entire world, not just the United States,” Freeman said.

Oil Markets React to Rising Tensions

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The threat to the Strait of Hormuz has already triggered sharp reactions in oil markets. Traders and policymakers are closely monitoring the situation, as any sustained disruption could significantly tighten global supply. The waterway is widely regarded as the world’s most important oil transit route, linking Gulf producers to international markets.

Despite emergency measures such as potential reserve releases, market sentiment suggests that the current spike in oil prices reflects deeper fears of a prolonged conflict rather than temporary supply disruptions.De-Escalation Remains Uncertain
When asked how the conflict might eventually de-escalate, Freeman acknowledged the complexity of the situation and the difficulty of finding a quick resolution.
“That is a huge question. I am not sure how we remove ourselves from this. I believe that the original thinking might have been that this was going to be as simple as changing the leadership of Venezuela with a huge miscalculation about the strength and the fact that this regime is religious based as much as simply power and economic power and entrenchment. And this is a whole another situation besides having this arsenal of missiles and drones and the willingness to use them,” he said.
The increasingly sharp rhetoric between global leaders has heightened fears that the conflict may persist far longer than initially expected.

Logistics Constraints Add to Supply Risks
Freeman also highlighted the logistical challenges involved in rerouting global oil supplies if the Strait remains disrupted. While some Gulf producers are attempting to bypass the strait using alternative pipelines, these routes cannot fully compensate for the massive volumes normally transported through the channel.

“Well, I guess we all know by now that 20% of the world’s oil goes through there. I was reading earlier this afternoon that Saudi Arabia is starting up a pipeline that will be able to bypass the Strait of Hormuz, but that is not going to be enough to make up the difference in global supply. You cannot just turn things on and shift the logistics for oil overnight,” he said.

Freeman added that even if the crisis were resolved quickly, supply chains would still take time to normalise.

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“And the other problem is, let us say, this does get resolved in the next week or two, it could still take over a month or so just to work it through the system. As an example, something kind of minor, I need to go to Los Angeles to Southern California in the morning and flights that are normally maybe $199 are as much as $450 to get down to Southern California from San Francisco. And I have not even looked at international flights,” he said.

Rising Oil Prices Could Hurt Consumer Demand
Beyond energy markets, Freeman warned that sustained high oil prices could ripple through the global economy by weakening consumer sentiment and increasing inflationary pressures.

“Well, oil is just so critical to the entire economy globally, not just here in the United States. Plus, what this really does is affect sentiment as well. And if consumers feel they need to hunker down because they are seeing higher petrol, gas prices and seeing other kinds of products and heating and electricity becoming more expensive, consumers are going to cut back as well,” he said.

He also noted that rising energy costs would affect industrial sectors that rely on petroleum-based inputs, further amplifying economic risks.

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“And then you have the impact on industrial products that use the derivatives of oil. So, this is a huge-huge risk off situation,” he added.

Concerns Extend to Financial Markets
Freeman also pointed to emerging stress in credit markets, warning that financial instability could compound the economic fallout if the conflict drags on.

“You said something about the private credit markets and PIMCO came out earlier this week expecting a quite a crisis in private credit and redemptions in the publicly traded US private credit companies. So, it could just really be a snowball kind of effect,” he said.

With geopolitical tensions still escalating and the Strait of Hormuz at the center of the crisis, analysts say energy markets may remain volatile in the coming weeks as investors attempt to gauge how long the conflict — and its economic consequences — might last.

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More Troubled Waters: Heard on the Street Recap

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More Troubled Waters: Heard on the Street Recap

More Troubled Waters: Heard on the Street Recap

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AFC, RM Williams launch fashion manufacturing strategy

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AFC, RM Williams launch fashion manufacturing strategy

The Australian Fashion Council and RM Williams have launched a national plan to rebuild Australia’s manufacturing capability across the textile, clothing and footwear sector.

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Zumiez: Pullback Creates Opportunity Given Margin Expansion (Rating Upgrade) (NASDAQ:ZUMZ)

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Zumiez: Pullback Creates Opportunity Given Margin Expansion (Rating Upgrade) (NASDAQ:ZUMZ)

This article was written by

Over fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Netflix Rival Strikes Deal With Google in Battle for AI Content

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Netflix Rival Strikes Deal With Google in Battle for AI Content

Netflix Rival Strikes Deal With Google in Battle for AI Content

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UK economy unexpectedly stalls in January ahead of energy price surge

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UK economy unexpectedly stalls in January ahead of energy price surge

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Tax office wins $3 million fight with rocks promoter Shane Sadleir

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Tax office wins $3 million fight with rocks promoter Shane Sadleir

The Australian Taxation Office has won a $3 million battle with veteran resources company promoter Shane Beatty Sadleir over bills going back two decades.

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Dow Falls to Lowest Close This Year After Oil’s Latest Climb

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Dow Falls to Lowest Close This Year After Oil’s Latest Climb

The Dow Jones Industrial Average ended Wednesday at its lowest close of the year, dragged down by a new climb in oil prices that threatened to hold fuel costs at painful levels for many U.S. companies and consumers. 

Futures for Brent crude, the global benchmark, rose 4.8% to trade at around $92 a barrel, unbowed by an announcement from the International Energy Agency that its member countries will release a record 400 million barrels of oil from strategic reserves.

Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

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Mondo Duplantis Smashes Pole Vault World Record Again, Clears 6.31m in Uppsala

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Mondo Duplantis Smashes Pole Vault World Record Again, Clears 6.31m

Swedish athlete Mondo Duplantis continues to dominate the pole vault scene after setting a new world record of 6.31 metres at the Mondo Classic indoor meeting in Uppsala on Thursday.

The Olympic and world champion surpassed his previous mark by one centimeter. Duplantis opened the competition at 5.65m, smoothly progressed through 5.90m and 6.08m, and cleared the historic height with flawless execution.

Flawless Performance and Record-Breaking Consistency

Unlike most track and field disciplines, pole vault has a single world record for indoor and outdoor performances, amplifying the significance of Duplantis’ achievement.

Since setting his first world record in 2020, he has now broken the mark 15 times, according to Reuters. His consistency in breaking records was unbelievable since no athlete has ever done that before.

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The 26-year-old is not only athletic, but his power, timing, and precision are a rare gem in the field. This makes him a once-in-a-generation athlete for the next-gen decade.

International Competitors Push the Field

Norway’s Sondre Guttormsen claimed second place by clearing 6.00m, marking his second successful six-metre vault this season. American vaulters Zachery Bradford and Sam Kendricks, along with Australia’s Kurtis Marschall, all cleared 5.90m, highlighting the growing competitiveness on the international stage.

Despite these strong performances, none could match the technical precision or dominance of Duplantis. According to some fans, it’s not a competition since no one was close to what Duplantis did during that day.

“I always wonder whether he’ll ever jump the highest he possibly can before it’s too late, or if he’ll continue to push it one increment at a time and end up on the back-end of his career before he ever hits his true max height,” one fan said on Reddit.

“Duplantis TLDR: He could’ve made the current WR a long time ago, but he gets a payout every time he breaks it, so he’s been breaking the record by 1cm multiple times a year for a long time,” another one joked.

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Duplantis’ Lasting Legacy in Track and Field

Mondo Duplantis continues to show us that the limits of pole vaulting are only in our heads. He is considered a superhuman by many fans due to his unmatched streak of record-breaking performances.

At each record that he broke, he pushed the boundaries of human performance to the extreme. Some fans believe that pole vaulting should be changed to Mondo vaulting. That’s how good he is when he’s in the zone. He’s unstoppable and is in a league of his own.

Originally published on sportsworldnews.com

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Bitcoin rebounds toward $72K as US Treasury comments ease oil inflation concerns

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Bitcoin rebounds toward $72K as US Treasury comments ease oil inflation concerns
Bitcoin rebounded toward the $72,000 mark after U.S. Treasury Secretary Scott Bessent sought to calm markets over the inflationary fallout of higher oil prices. The cryptocurrency was trading at $71,402 on Friday.

In the past 24 hours, Bitcoin and Ethereum were up 3.03% and 4.37%, respectively. Among major altcoins, BNB, XRP, Solana, Tron, Dogecoin, Cardano, and Hyperliquid gained over 5%.

Vikram Subburaj, CEO of Giottus, said U.S. Treasury Secretary Scott Bessent’s remarks pushed crude about $2 per barrel lower, while Bitcoin rallied to just under $72,000.Subburaj further said that U.S. spot Bitcoin ETFs recorded $115.2 million in net inflows on March 11 and $7.7 million on March 12. The next key macro triggers are the Federal Reserve’s March 17–18 meeting and the U.S. February PPI release on March 18, both of which could influence rate-cut expectations and, by extension, crypto risk appetite.Also Read | Large, mid and small cap mutual funds see rising inflows in February. Is the shift back to equities underway?

The global crypto market capitalisation rose 2.67% to $2.43 trillion, according to CoinMarketCap.
The overall market sentiment remains in the fear zone but has been improving in recent days. The latest rally added more than $50 billion in market value within hours, while the U.S. stock market wiped out nearly $1 trillion, said the CoinDCX Research Team.
In the past week, Bitcoin and Ethereum were up 1.49% and 2.10%, respectively. Among major altcoins, BNB, XRP, Solana, Tron, Dogecoin, Cardano, and Hyperliquid surged up to 23%.
Also Read | Gold and silver ETFs slip up to 3% as rising crude prices dampen rate cut hopes. Is it time to buy or wait?

Technically, Bitcoin is attempting to stabilise above the $70,000 level, which is emerging as a near-term support zone. Overall, the crypto market appears to be in a consolidation phase, where improving institutional participation is gradually counterbalancing macro headwinds such as rising yields, geopolitical tensions, and cautious global risk appetite, said Riya Sehgal, Research Analyst at Delta Exchange.

Market perspective

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Akshat Siddhant, Lead Quant Analyst, Mudrex:

Bitcoin is testing resistance at $72,000 while maintaining bullish momentum. U.S. initial jobless claims came broadly in line with expectations, helping ease macro concerns and support risk assets.

CoinSwitch Markets Desk:

BTC moved close to $71K after U.S. inflation and jobless claims came in line with expectations, but the data offered little new momentum for markets. Traders remain cautious, with futures funding rates around –7%, showing that many participants are still betting on downside.

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Bachem Holding AG 2025 Q4 – Results – Earnings Call Presentation (OTCMKTS:BCHMY) 2026-03-13

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

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Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

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