U.S. blockade threatens to cut 2 million barrels daily from Iranian oil exports

The U.S. blockade could remove 2 million barrels per day of Iranian crude from global markets, causing shipowners to halt new vessel deployments and intensifying supply disruption fears. Brent prices remain elevated as the blockade prolongs uncertainty. Oil traders face sustained upside risk; equity and FX traders should monitor energy sector and inflation-linked moves.