Strait of Hormuz Underwriting Brief
A weekly operating picture of the Strait of Hormuz — last 7 days, sized for a marine war-risk underwriter pricing a tanker hull/war policy. Built on the GDELT Cloud public API + MCP macro snapshot. Other demos →
- Volume
100 structured events and 40 story clusters across 4 countries, 2026-05-15 → 2026-05-21. - Dominant narrative
Largest story cluster: "Drone attack sparks fire at UAE Barakah nuclear power plant" (96 articles). Most-mentioned actors: Iranian Revolutionary Guard Corps, Iran CNN, Iran. - Casualties
No fatal incidents recorded in the window — narrative dominated by political and infrastructure events, not direct kinetic exchanges. - Macro context
Brent Crude Oil +11.6% over the window (now 89.4 USD/bbl). Move is consistent with elevated risk premium. - Infrastructure
60 oil/gas + LNG assets in the geographic window (75.0 GW total) — defines the exposure footprint for shipping, insurance, and energy security.
Section 2 — Strait of Hormuz disruption picture
Legend · circles = events (size = magnitude, color = Goldstein severity) · diamonds = story clusters (size = article count) · squares = oil/gas + LNG terminals · click any marker for detail. Persian Gulf carries ~20% of global oil flow through the strait.
Section 3 — Marine war-risk macro · 30-day trend
Source: Alpha Vantage via GDELT Cloud MCP macro_finance proxy.
Section 4 — Top events · stories · named entities
Events · structured incidents · by significance
- sig 0.83POLITICAL0871 · Declare Truce/ceasefire2026-05-15 · United StatesDonald Trump says US agreed to Iran ceasefire as a favour to PakistanUnited States (United States)→Iran (Iran)Goldstein9.0Mag9.0Propagation70%Mkt sens80%Systemic80%
- sig 0.82POLITICAL087 · De-escalate Military Engagement (+9.0)2026-05-18 · United StatesTrump says he called off plans to attack Iran TuesdayUnited States President Donald Trump (United States)→Iran (Iran)Goldstein9.0Mag8.0Propagation80%Mkt sens75%Systemic85%
- sig 0.77ECONOMICEC05 · Market Stress Event2026-05-19 · IranFew foreign ships pass Strait of Hormuz amid Iran insurance plan reportsIran-linked shipping environment (Iran)→Foreign commercial shippingMag7.0Propagation80%Mkt sens95%Systemic95%
- sig 0.71ECONOMICEC04 · Trade Policy Action2026-05-19 · United StatesUS imposes sanctions on Iranian-linked money exchange, shipping networksUnited States Department of the Treasury (United States)→Iran-linked individuals, entities, and vessels (Iran)Mag6.0Propagation70%Mkt sens90%Systemic80%
- sig 0.70POLITICAL046 · Engage in Negotiation (+7.0)2026-05-16 · IranIran state TV says Europe is negotiating Hormuz Strait transitEuropean countries→Iran (Iran)Goldstein7.0Mag7.0Propagation40%Mkt sens90%Systemic80%
- sig 0.69POLITICAL057 · Sign Formal Agreement (+8.0)2026-05-15 · United Arab EmiratesIndia and UAE sign landmark energy and defence pacts during Modi’s visitIndia (India)→United Arab Emirates (United Arab Emirates)Goldstein8.0Mag8.0Propagation30%Mkt sens70%Systemic60%
- sig 0.68ECONOMICEC04 · Trade Policy Action2026-05-21 · United StatesUS Treasury hits over 50 firms and vessels in Iran shadow banking crackdownUS Treasury / OFAC (United States)→Iranian shadow banking and oil network entities (Iran)Mag6.0Propagation60%Mkt sens90%Systemic80%
- sig 0.68POLITICAL057 · Sign Formal Agreement (+8.0)2026-05-19 · United Arab EmiratesModi strengthens India’s energy security during UAE visit amid Middle East tensionsIndia (India)→United Arab Emirates (United Arab Emirates)Goldstein8.0Mag8.0Propagation30%Mkt sens80%Systemic60%
- sig 0.67POLITICAL057 · Sign Formal Agreement (+8.0)2026-05-20 · United Arab EmiratesUAE and France sign new defense cooperation agreementUnited Arab Emirates Ministry of Defence (United Arab Emirates)→France (France)Goldstein8.0Mag9.0Propagation30%Mkt sens50%Systemic60%
- sig 0.64POLITICAL061 · Cooperate Economically (+6.4)2026-05-20 · South KoreaKorean tanker attempts Hormuz transit after Seoul-Tehran coordinationSouth Korea (South Korea)→Iran (Iran)Goldstein6.4Mag7.0Propagation40%Mkt sens80%Systemic70%
- sig 0.64POLITICAL1384 · Threaten Conventional Attack2026-05-17 · United StatesDonald Trump warns Iran “clock is ticking” as Middle East peace stallsDonald Trump (United States)→Iran (Iran)Goldstein-7.0Mag2.0Propagation80%Mkt sens70%Systemic80%
- sig 0.64INFRASTRUCTUREIN01 · Energy Infrastructure Event2026-05-16 · United Arab EmiratesUAE plans to bypass the Strait of Hormuz to boost oil exports via FujairahAbu Dhabi National Oil Company (ADNOC) (United Arab Emirates)→UAE oil export system (United Arab Emirates)Mag5.0Propagation60%Mkt sens80%Systemic80%
- sig 0.64POLITICAL1384 · Threaten Conventional Attack2026-05-17 · United StatesTrump warns Iran to accelerate US nuclear deal, urges “get moving”Donald Trump (United States)→Iran (Iran)Goldstein-7.0Mag2.0Propagation70%Mkt sens80%Systemic80%
- sig 0.63INFRASTRUCTUREIN01 · Energy Infrastructure Event2026-05-20 · United Arab EmiratesUAE says new pipeline bypassing Strait of Hormuz is nearly 50% completeUnited Arab Emirates (United Arab Emirates)→United Arab Emirates (United Arab Emirates)Mag4.0Propagation60%Mkt sens80%Systemic90%
- sig 0.62POLITICAL057 · Sign Formal Agreement (+8.0)2026-05-19 · FranceUAE and France sign military cooperation agreementUnited Arab Emirates (United Arab Emirates)→France (France)Goldstein8.0Mag8.0Propagation30%Mkt sens20%Systemic60%
Stories · article clusters · by reach
- Story2026-05-17· United Arab Emiratessig 0.50Drone attack sparks fire at UAE Barakah nuclear power plant96 articles1 linked eventConflict securityvia bignewsnetwork.com
- Story2026-05-15· Indiasig 0.43Iran’s Araqchi says no trust in US, talks to end war stalled51 articles1 linked eventPoliticalvia arynews.tv
- Story2026-05-18· Omansig 0.40Oman condemns drone attack on nuclear plant in UAE40 articles1 linked eventConflict securityvia omanobserver.om
- Story2026-05-15· United Arab Emiratessig 0.40PM Modi launches key five-nation tour amid Hormuz crisis40 articles1 linked eventPoliticalvia businesstoday.in
- Story2026-05-15· United Arab Emiratessig 0.40Modi pledges support to UAE during bilateral talks with President Zayed Al Nahyan38 articles1 linked eventPoliticalvia news.webindia123.com
- Story2026-05-17· United Statessig 0.39Donald Trump warns Iran “clock is ticking” as Middle East peace stalls37 articles1 linked eventPoliticalvia bbc.co.uk
- Story2026-05-16· United Arab Emiratessig 0.39Donald Trump warns Iran and says he is losing patience, Iran nuclear dispute34 articles1 linked eventPoliticalvia newsx.com
- Story2026-05-18· Iransig 0.38Iran says it is still coordinating with the US on a Pakistan-mediated proposal31 articles1 linked eventPoliticalvia en.philenews.com
Named entities
- IRIranplaceArticles328Stories283Events36
- ICIran CNNorganizationArticles318Stories293Events44
- IRIranian Revolutionary Guard CorpsorganizationArticles289Stories245Events24
- NOnon-IranianspersonArticles54Stories47Events4
- IISNAorganizationArticles49Stories40Events9
- NSNational Security Commission -- IRIBorganizationArticles18Stories18Events4
- SISupreme Leader of IranpersonArticles18Stories18Events2
- IFIran Financing Sanctions List LBCIorganizationArticles18Stories18Events1
- IPIranian ParliamentorganizationArticles18Stories18Events2
- IAIranian Armed ForcesorganizationArticles8Stories7Events0
Web research · narrative context
Marine war-risk underwriters lifted premiums on VLCCs transiting the Strait of Hormuz by 35 basis points this week, citing escalating tensions...
Iran's Revolutionary Guard Corps boarded and seized a Greek-flagged tanker near Larak Island, the third such seizure this year...
Gulf Cooperation Council oil ministers convened an emergency session as renewed Strait of Hormuz tensions threaten to disrupt 20% of global oil flow...