MarketPR
A months-long crisis in the Strait of Hormuz has turned an overlooked corner of the market into one of 2026's hottest trades, and the sector is now at a crossroads in the midst of its best rally in decades.
The Hormuz disruption is the catalyst. The crisis has stretched for months, long enough to pull a sector that once went overlooked into one of 2026's most-watched trades, and the tape has registered the shift.
What to watch is how the Hormuz situation develops. The crossroads framing signals the rally has reached a point where direction depends on whether the crisis holds.
A trade built on a months-long disruption carries no clear next leg until that disruption resolves.
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