- Arab Light gained more than 21.3% during Jun’25 and 11% since June 13, 2025 due to escalating geopolitical tensions in the Middle East.
- The movement of large volumes of oil and the limited availability of alternative routes make Strait of Hormuz one of the world’s most important oil chokepoints.
- Pakistan sources most of its petroleum and gas imports from the Middle East, which pass through the Strait of Hormuz, making this route critical to the country’s energy supplies.
- Given that Pakistan’s oil imports constitute a small portion of the region’s total exports, the availability of alternative routes and a diversified local energy mix should help ensure supply stability, in our view.
- Courtesy – AKD Research
