The Gold Lens · Topic
Strait of Hormuz
2 analyses on how Strait of Hormuz is shaping the gold market.
Geopolitics & Gold
The Pipeline Around Hormuz Closed. Gold Fell Again.
Drones launched from Iraq shut the Saudi pipeline that carried crude around a near-closed Strait of Hormuz. Brent neared $110, US inflation ran hotter, and for the second time this summer gold fell into a Gulf crisis instead of rising with it — for the same reason as in July.
15 September 2026 · 7 min read
Geopolitics & Gold
A War Broke Out in the Gulf. Gold Fell.
The US and Iran are trading strikes across the Strait of Hormuz, oil has jumped ~10% in a week, and gold — the world's oldest crisis asset — just posted its worst week in three months. The paradox has a mechanism, and it runs through the Fed.
17 July 2026 · 7 min readBrowse Other Topics
Central Banks 8 Geopolitics 7 Inflation 7 De-dollarization 6 Interest Rates 6 Monetary Policy 6 Safe Haven 5 Federal Reserve 4 Real Yields 4 China 3 Debasement 3 Iran 3 Long Read 3 Oil 3 PBOC 3 Physical Gold 3 Portfolio Strategy 3 Volatility 3 Asia 2 Consumer Demand 2 Correlation 2 Fund Flows 2 Gold ETFs 2 Gold Price 2