Middle East war: Hormuz blockade/supertankers/US-Iran stalled talks/ceasefire fragility/gas $4+/oil $106+ vol/Bessent swaps/energy long war/Asia factories toll

Hormuz risks with blockade/supertanker intercepts persist post-Apr17 open-Apr18 stall; US-Iran/JD Vance talks stalled, ceasefire extended but fragile expiry amid IRGC seizures; oil Brent $106+ surge, Asia/China factories hit 20% costs/EVs solar boom; Bessent Gulf/UAE USD swaps; energy brace prolonged war/IEA drop/Russia-Ukraine/India caution.