Optionality Delta by Country August 14, 2026
A snapshot of who gained room to maneuver and who had it taken away August 7-14 2026.
GAINED OPTIONALITY
A snapshot of who gained room to maneuver and who had it taken away August 7-14 2026.
GAINED OPTIONALITY
Hormuz Closure "New normal"
Window: last 7 days, Aug 7 – Aug 14, 2026 | Created August 14, 2026 9:00 A.M Pacific U.S. Verdict: MODESTLY DETERIORATING — reinforced. Flow held in a depressed, contested band with no net rise; security worsened on fresh ADNOC attacks, resumed US strikes and an "indefinite" blockade;
North America U.S. gas stocks have remained in a steady seasonal surplus for the last 40 days despite the slump in futures prices. — @JKempEnergy via X PRICE SIGNAL · U.S. gas inventories sat 196 Bcf (+7%) above the ten-year average on Aug 7, with futures below $2.80/