Live Updates > Live Update Details
2026-04-05 08:29:01
[Hormuz Strait Traffic Reaches Record High, Middle East Conflict Escalates, Market Game Torn Between "Data and Risk"] ⑴ Geopolitical risks escalated significantly overnight, with the US and Israel launching attacks on multiple Iranian regions, including the area surrounding Iran's nuclear power plant and petrochemical zones. The Revolutionary Guard retaliated with missile strikes against Israeli territory and US targets. ⑵ Trump issued a "48-hour" ultimatum demanding Iran meet US conditions. Israel is preparing to strike Iranian energy facilities, awaiting US approval. Further escalation of the conflict is possible in the coming week. ⑶ Meanwhile, shipping data shows that seven-day traffic volume in the Strait of Hormuz has just reached a post-war high, with French and Japanese vessels making their first appearances, exhibiting a divergence between "risk warnings and continued ship traffic." ⑷ This sense of unease is profoundly impacting trading psychology: on the one hand, the market prices prices based on actual traffic data, with supply remaining uninterrupted; on the other hand, escalating geopolitical signals are continuously fueling risk aversion. ⑸ The key focus going forward is whether traffic in the Strait can maintain its current level if Israel actually attacks Iranian energy facilities. This will determine the short-term direction of oil prices and risk assets.
