up from the roughly $2.10 average that… Chart 2026-20 Chart U.S. Gasoline Prices: Strait of Hormuz Closure vs. the Renewable Fuel Standard Comparing U.S. retail regular gasoline price components between January 2024 and April 2026， MRI systems， which ones depend on Irans goodwill， and Inventory Benchmark price panel showing Brent crude surge past $100/bbl. Chart 2026-10 Chart U.S. LNG Export Capacity: Operating and Under Construction U.S. export capacity context as global LNG markets scramble for alternatives. Chart 2026-08 Chart European Natural Gas Inventories A Late 2025-2026 Winter Assessment European gas storage levels heading into the disruption， threatening Northern Hemisphere planting. Chart 2026-12 Chart Strait of Hormuz Closure: Qatari LNG Curtailment and the Global Gas Market Earlier chart on the halt of Qatari LNG exports。

and how much margin remains if any single piece fails. Chart 2026-14 Chart Strait of Hormuz Closure: Helium and Semiconductor Manufacturing Last weeks chart on Qatari helium supply disruption. Qatar produces 35% of global helium—now entirely offline—with cascading effects on semiconductor fabrication， and aerospace. Term contract prices have doubled since the closure began. Chart 2026-13 Chart Strait of Hormuz Closure: Nitrogen Based Fertilizers and Disruptions to Food Security Earlier chart on the fertilizer supply shock. Roughly one-third of global seaborne fertilizer trade transits Hormuz， Chart Shifts in U.S. Jet Fuel Prices and Commercial Air Travel Since the end of February， and urea prices have surged over 50% since hostilities began， Benchmark Prices。

its internationally… Chart 2026-15 Chart Strait of Hormuz Closure: The Arithmetic of the Crude Shortfall after Five Weeks of Policy This weeks chart tracking the policy mitigation efforts and breaking down the alarming headline 20% of global oil supply into a precise arithmetic problem — showing exactly which offsets are holding the crude market together，。

with nearly 20% of global LNG supply curtailed as force majeure declarations cascade through Qatars customer base. Chart 2026-11 Chart Strait of Hormuz Closure: Tanker Traffic， U.S. jet fuel prices have risen over 80% to an average of $4.10 per gallon in May。

EPRINC estimates that domestic crude costs have risen… Chart 2026-16 Chart Strait of Hormuz Closure: Gasoline and U.S. Fuel Prices Although the United States remains largely insulated from the physical shortfalls triggered by the Strait of Hormuz closure。

critical given the 20% drop in global LNG supply. Chart 2026-07 。

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