The Canadian Index

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Bar chart showing a split market reaction across twelve assets after Iran threatened to halt regional energy exports.

Iran's Revolutionary Guard threatened this week to halt all energy exports from the Middle East, not just shipping through the Strait of Hormuz, after the US struck an Iranian army barracks and a Kuwaiti drilling platform took the first direct hit on energy infrastructure in weeks. Monday's asset moves still split sharply along commodity lines rather than broadening into a general market shock. Unclaimed strikes inside Iran raise the possibility that Gulf Arab states are now acting directly rather than only absorbing retaliation.

This chart is presented for general informational purposes only and does not constitute financial, investment, tax, or legal advice. Figures reflect the source and period indicated and may no longer be current.

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Line chart showing Brent crude oil completing a three week price round trip to 79.16 dollars.

Brent crude rose 4.1% Monday to $79.16 a barrel after a fourth wave of US strikes against Iran, met by Iranian retaliation against Bahrain,…

Iran Hit Three US Allies at Once This Weekend. The Shipping Data Tells a More Measured Story Than the Rhetoric Does.

July 13, 2026

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Line chart showing WTI crude oil up 25 percent in three weeks after a Saudi pipeline strike.

WTI crude has climbed 25 per cent in three weeks after drone strikes shut down Saudi Arabia's East-West pipeline, a route that had carried…

Iran Closed the Strait of Hormuz. This Week, Militias Closed the Detour Around It.

September 15, 2026

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Line chart showing WTI crude oil up 25 percent since mid-August as the Hormuz tanker war escalated.

WTI crude has climbed 25 per cent since mid-August as a tanker war in the Strait of Hormuz escalated, with US strikes on Iranian vessels…

The Tanker War in the Strait of Hormuz Just Repriced Every Canadian Energy Position

September 11, 2026

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Line chart showing Brent crude oil prices falling below $87 after five consecutive sessions of gains.

Brent crude fell 2.18% to $87.04 Thursday, snapping a five session winning streak that had carried it from $79.36 on August 4 to a high of $88.98 on August 12.

Oil Fell This Week. The Hormuz Rhetoric Didn't.

August 14, 2026

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Line chart showing Brent crude oil's daily closing price reversing higher in early August 2026.

Iran's foreign minister set new preconditions for reopening the Strait of Hormuz, demanding sanctions relief and war reparations before any deal takes effect.

Iran Just Told the Market What the June MOU Actually Requires. The Market Priced Something Else.

August 10, 2026

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Line chart of WTI crude oil prices from July 8 to July 28, 2026, marked with Middle East escalation and de-escalation events.

A claimed strike on Saudi Arabia's East-West Pipeline, the route built specifically to move crude around the Strait of Hormuz, landed the…

The Pipeline Built to Bypass Hormuz Risk Just Became a Target

July 28, 2026

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