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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 28 Jul 2026 - - - #### Aramco just revealed the hidden cost of avoiding Hormuz Saudi Aramco has built an alternative route that bypasses both the Strait of Hormuz and the Red Sea. Oil moves from Yanbu to Ain Sokhna, through the SUMED pipeline, exits via Sidi Kerir, and then sails around the Cape of Good Hope to reach Asia. The catch? That "safer" route now costs about $5 per barrel more once freight, insurance, and pipeline fees are included. On a typical cargo, that's roughly $10 million in additional costs. The impact is now so significant that Aramco is developing a separate pricing formula for these shipments because its standard Asia Official Selling Price (OSP) no longer reflects the true economics. The key takeaway: The market has been treating alternative routes as a free solution. They never were. Those costs are now becoming visible, and they're another reason why the true cost of oil is moving higher, even when headline crude prices don't fully reflect it. Source: Jack Prandelli on X [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![Aramco just revealed the hidden cost of avoiding Hormuz](https://blog.syzgroup.com/hubfs/11-Jul-28-2026-03-19-37-4317-PM.jpg) ![Aramco just revealed the hidden cost of avoiding Hormuz](https://blog.syzgroup.com/hubfs/11-Jul-28-2026-03-19-37-4317-PM.jpg) 27 Jul 2026 - - - #### Oil slides 5% and US stocks indices futures jump as Iran reportedly signals halt to attacks if U.S. pause holds. Iran has indicated it will stop carrying out attacks as long as the U.S. also refrains from striking, Reuters reported. There is now a 55% chance that the United States 🇺🇸 and Iran 🇮🇷 will sign a ceasefire this month, according to Polymarket traders Source: Evan, CNBC [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![Oil slides 5% and US stocks indices futures jump as Iran reportedly signals halt to attacks if U.S. pause holds.](https://blog.syzgroup.com/hubfs/9-Jul-27-2026-02-40-57-7824-PM.jpg) ![Oil slides 5% and US stocks indices futures jump as Iran reportedly signals halt to attacks if U.S. pause holds.](https://blog.syzgroup.com/hubfs/9-Jul-27-2026-02-40-57-7824-PM.jpg) 24 Jul 2026 - - - #### Brent crude has returned to $100 a barrel after Houthi militants attacked two Saudi tankers in the Red Sea The attacks have widened the Middle East conflict and increased the risk of further oil supply disruptions. Shipping was already under pressure in the Strait of Hormuz because of renewed tensions between the US and Iran. The Bab el-Mandeb Strait had become an important alternative route, but more vessels are now avoiding it. Oil markets are also facing attacks on the Caspian Pipeline Consortium terminal, which handles most of Kazakhstan’s crude exports. With global inventories already reduced by months of conflict, the risk of a supply squeeze is rising. According to Saxo Bank, oil flows now face two major bottlenecks. This has pushed up the risk premium in crude prices and renewed inflation concerns. Source: zerohedge [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![Brent crude has returned to $100 a barrel after Houthi militants attacked two Saudi tankers in the Red Sea](https://blog.syzgroup.com/hubfs/1784867531087.jpg) ![Brent crude has returned to $100 a barrel after Houthi militants attacked two Saudi tankers in the Red Sea](https://blog.syzgroup.com/hubfs/1784867531087.jpg) 22 Jul 2026 - - - #### Crude Oil only has 43 days of supply left in the U.S., the lowest inventory in 45 years 🚨 🚨 Source: Barchart, BofA [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![Crude Oil only has 43 days of supply left in the U.S., the lowest inventory in 45 years 🚨 🚨](https://blog.syzgroup.com/hubfs/8-Jul-22-2026-03-44-53-9514-PM.jpg) ![Crude Oil only has 43 days of supply left in the U.S., the lowest inventory in 45 years 🚨 🚨](https://blog.syzgroup.com/hubfs/8-Jul-22-2026-03-44-53-9514-PM.jpg) 22 Jul 2026 - - - #### Goldman Sachs models a scenario where the Strait of Hormuz remains disrupted through late 2027. Under these conditions, they project Brent crude could spike above $120/bbl by Q4 2026, before settling at an average of ~$100/bbl throughout 2027. This contrasts sharply with Goldman's $80 base case, suggesting current prices still assign relatively low odds to a prolonged physical supply disruption Source: GS, TME [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![Goldman Sachs models a scenario where the Strait of Hormuz remains disrupted through late 2027.](https://blog.syzgroup.com/hubfs/6-Jul-22-2026-03-36-16-5095-PM.jpg) ![Goldman Sachs models a scenario where the Strait of Hormuz remains disrupted through late 2027.](https://blog.syzgroup.com/hubfs/6-Jul-22-2026-03-36-16-5095-PM.jpg) 20 Jul 2026 - - - #### BRENT CRUDE OIL JUST JUMPED BACK OVER $90 PER BARREL Source: Evan @StockMKTNewz Bloomberg [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![BRENT CRUDE OIL JUST JUMPED BACK OVER $90 PER BARREL](https://blog.syzgroup.com/hubfs/1784515310502.jpg) ![BRENT CRUDE OIL JUST JUMPED BACK OVER $90 PER BARREL](https://blog.syzgroup.com/hubfs/1784515310502.jpg) 20 Jul 2026 - - - #### Hedge Funds going long oil at the fastest pace in a decade Source: Barchart [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![Hedge Funds going long oil at the fastest pace in a decade](https://blog.syzgroup.com/hubfs/1784514840039.jpg) ![Hedge Funds going long oil at the fastest pace in a decade](https://blog.syzgroup.com/hubfs/1784514840039.jpg) 17 Jul 2026 - - - #### The EIA just published a warning today that reported Cushing inventory may overstate how many barrels are actually usable as stocks approach tank bottom levels. This is the exact mechanism from the storage schematic covered in the below post. The suction line near the bottom of a tank means the last portion of reported inventory was never really accessible. If Cushing tightens further, the headline barrel count will look higher than what the market can actually draw on. Watch operationally accessible barrels. Source: Jack Prandelli on X [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![The EIA just published a warning today that reported Cushing inventory may overstate how many barrels are actually usable as stocks approach tank bottom levels.](https://blog.syzgroup.com/hubfs/1784253485376.jpg) ![The EIA just published a warning today that reported Cushing inventory may overstate how many barrels are actually usable as stocks approach tank bottom levels.](https://blog.syzgroup.com/hubfs/1784253485376.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/oil/page/4) [3](https://blog.syzgroup.com/syz-the-moment/tag/oil/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/oil/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/oil/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/oil/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/oil/page/7) [❯](https://blog.syzgroup.com/syz-the-moment/tag/oil/page/6) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/oil/page/29?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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