Strait of Hormuz shipping disruption amid Iran conflict
Military escalation around the Strait of Hormuz threatens the ~20 Mbbl/d (≈20% of global seaborne crude) plus Qatari LNG and helium that transit the chokepoint, transmitting price and availability shocks across energy, plastics, fertilizer, semiconductor, and medical supply chains. Refreshed 2026-05-28 from a live broad GDELT sweep: US imposed sanctions on an Iranian shipping-control agency and struck an Iranian military site; oil rebounded on the news (Reuters via AsiaOne; widely AP-syndicated). EASING UPDATE 2026-05-28: a tentative US–Iran 60-day ceasefire (awaiting Trump sign-off) is unwinding the war-risk premium — the relief phase of the same shock — though Kuwait reported a missile/drone breach, so it is fragile. Polarity now mixed.
Source →The trace
How it reaches your house.
Starting from Strait of Hormuz, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Strait of Hormuz →Prices riseCrude oil
~20% of global seaborne crude (~20 Mbbl/d) transits Hormuz; a closure removes that flow with no fast reroute, spiking Brent within days (EIA, World Oil Transit Chokepoints).
90% confidenceStrait of Hormuz →Shortage riskHelium
Qatar produces ~25% of global helium and all of it exits via Hormuz; a closure tightens an already fragile helium market (USGS Mineral Commodity Summaries 2024).
80% confidenceStrait of Hormuz →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Jet fuel · Gasoline and diesel · Natural gas (home) · Medical helium · Electricity (residential) · Semiconductors and chips · Trash bags and plastic wrap · Fertilizers and crop inputs
In the MyPRIA app, this is checked against your own holdings.