Hormuz can move oil flows before it moves a household budget. The fetched IER summary of EIA material is enough to describe flow context, including disruption and replacement routing. [1] It is not enough to print a consumer gas-price story.

The difference follows the paper's earlier warning that pump prices had to be checked from the pump, not inferred from a chokepoint narrative. It also follows the June 2 rule that EIA source labels stay attached when the source path is indirect.

The direct EIA STEO page returned 500. [2] The EIA petroleum weekly page also returned 500. [3] No direct AAA or retail-price source in the memo stack fills that gap. A reader following only market talk would think a pump-price consequence is already established. It is not, at least not from these files.

The consumer story may arrive. It needs a current pump-price table, EIA retail data, an official forecast page, or retailer evidence. Until then, the honest consumer headline is source discipline, not sticker shock.

-- HENDRIK VAN DER BERG, Brussels