EOW refresh (R-cycle) — depletion binary tightens to ~4-6 weeks out; no Ras Laffan-specific news; MONITORING unchanged
Event
EOW refresh (R-cycle) — depletion binary tightens to ~4-6 weeks out; no Ras Laffan-specific news; MONITORING unchanged
Summary
- Type: monitoring-check (subtype: proximity tightening) - event_id: 2026-07-25-gulf-infrastructure-strike-eow-refresh - Source: , Feeds (Bloomberg — shipowners offered a large premium to sail Hormuz; Bloomberg — Caspian Pipeline Consortium halts Black Sea loadings after a drone strike); no dedicated helium/Ras Laff
Related
4 events DateTypeEvent
Jul 26 ArticleOil and defense confirmed in the same week — and the havens still didn't come Jul 20 PickBloomberg — shipowners offer six months' extra pay to sail Hormuz Jul 19 PickSemafor — Iran ceasefire is formally dead; 16 US troops killed as strikes resume Jul 17 Desk NoteVertical: Energy & Oil — the week the re-rate confirmed No direct external sources are attached to this read.