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Global energy markets are facing renewed volatility following the United States’ decision to implement a blockade of the Strait of Hormuz on Monday, April 13, 2026. The move, ordered by the Trump administration, has sparked immediate concern among financial analysts regarding potential supply disruptions and the subsequent impact on global crude prices.
The Strait of Hormuz serves as one of the world’s most critical maritime arteries for petroleum trade. According to Olívia Flôres de Brás, CEO of Magno Investimentos, the escalating tension between the U.S. And Iran has shifted from a secondary concern to a primary driver of global pricing, directly affecting a critical point in the energy supply chain.
Market projections for Brent crude are already being revised upward to account for this geopolitical risk. While the previous “normal” scenario—characterized by moderate growth and adjusted supply—forecasted prices between $75 and $85 per barrel for 2026, analysts are now eyeing a higher range of $85 to $95. “When the risk enters, the price rises before the problem happens,” Brás noted, highlighting how market uncertainty typically translates into pressured interest rates.
Reports from Kpler, a global trade intelligence platform, indicate that the blockade has already impacted maritime traffic. On the afternoon of April 13, the Elpis—a Comoros-registered tanker previously sanctioned by the U.S. In 2025 for its role in Iran’s “parallel fleet”—reportedly crossed the strait in apparent defiance of the restrictions. In contrast, the Botswana-registered tanker Ostria turned back after attempting to transit the area, altering its destination from Oman to the United Arab Emirates shortly after the blockade took effect at 11:00 AM Brasília time.
Further disruptions were noted near the coast of Qeshm island, where the tanker Rich Starry transmitted a signal stating it was “adrift,” effectively halting its journey through the strait.
The economic ripple effects are expected to be felt globally, with specific concerns regarding fuel prices in Brazil. The potential for limited supply and higher commodity costs underscores the fragility of the current energy market, where geopolitical maneuvers can rapidly alter the cost of transportation and retail goods.
