Iran War & Oil Markets Chart Pack
10 March 2026
Take a step back with our monthly chart pack, where analysts highlight the most important trends and visuals shaping the oil market.
Infrastucture impact
Prices and SPR
Crude
Products
Freight
Asia Chart Pack: January
Introduction
The March 2026 Chart Pack examines the impact of the Strait of Hormuz closure on global oil markets. Curated on the Sparta platform, it highlights Asia’s feedstock crunch, record refined product price spikes, and the limits of SPR releases, alongside shifting tanker routes and a fragmented market struggling to replace lost Gulf supply.
Even if the conflict ends today, reopening Hormuz requires crews, coverage, and coast guard confidence — none of which return overnight.
June GohSenior Oil Market Analyst
June Goh is a seasoned oil professional, with roles spanning Refining, Trading & Supply and Strategy over her 18 years at Shell. She has done refinery scheduling, crude and feedstock optimisation and market analysis for both short term and long term price forecasting.
Infrastructure impact and big picture
Distillates, gasoline, naphtha
USGC leads, VLCC from Yanbu
Prices and SPR
Physical Brent, Yanbu exports, WTI/Brent dynamics
