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Lessons From Hormuz: Disruptions for Renewable Fuel Cost Competitiveness

When Hormuz closed, SAF prices spiked alongside fossil fuels despite having no supply chain there, and this joint GX and LSEG white paper asks why.

Florence Broderick

October 1, 2026

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Indexes

All indexes Crude Refined products Natural gas Tank storage LPG/NGL Marine fuels Hydrogen Carbon Biofuels Sustainable aviation fuel Guarantees of Origin

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