EOW full-scan refresh — ceasefire declared over, strikes widen to three Gulf states; Vector (2) hardens further; no Ras Laffan-specific news; depletion binary ~6 weeks out
Event
EOW full-scan refresh — ceasefire declared over, strikes widen to three Gulf states; Vector (2) hardens further; no Ras Laffan-specific news; depletion binary ~6 weeks out
Summary
- Type: monitoring-check (subtype: re-escalation continuation) - event_id: 2026-07-17-gulf-infrastructure-strike-eow-full-scan-refresh - Source: Semafor "Trump abandons Hormuz toll plan, restarts naval blockade" (2026-07-14); CNBC "Trump's Hormuz toll plans bring oil supply risks back in spotlight" (2026-07-14); CNBC "U.S. strikes Iranian missile sites, defense systems and reinstates port blockade" (202
Related
6 events DateTypeEvent
Jul 17 Desk NoteVertical: Energy & Oil — the week the re-rate confirmed Jul 19 PickSemafor — Iran ceasefire is formally dead; 16 US troops killed as strikes resume Jul 20 PickBloomberg — shipowners offer six months' extra pay to sail Hormuz Jul 26 ArticleOil and defense confirmed in the same week — and the havens still didn't come Jul 1 InvestigationLNG supply chain beyond oil liquefaction shipping regas Jul 1 InvestigationIran war second and third order effects beyond oil No direct external sources are attached to this read.